---
description: Learn more about Forma.ai pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Forma.ai Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Sales Performance Management Solutions](/directory/33455/sales-performance-management/software) > [Forma.ai](/software/1032953/formaai)

# Forma.ai

Canonical: https://www.capterra.ca/software/1032953/formaai

> Forma.ai is an AI-powered SPM platform that helps sales organizations optimize territories, quotas, and incentive compensation.
> 
> Verdict: Rated **4.8/5** by 4 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.8/5** | 4 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support Software | 5.0/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 4.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Forma.ai
- **Location**: Toronto, Canada

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Anguilla, Antigua and Barbuda, Aruba, Bahamas, Barbados, Belize, Bermuda, British Virgin Islands, Canada, Cayman Islands, Costa Rica, Cuba, Dominica, Dominican Republic, El Salvador, Grenada, Guadeloupe, Guatemala, Haiti, Honduras and 15 more

## Features

- Activity Dashboard
- Audit Management
- Bonus Management
- Budget Management
- Commission Management
- Commission Rules/Conditions
- Commission Statements
- Compensation Statements
- Customizable Reports
- Data Import/Export
- Document Management Software
- Employee Database
- Employee Reward Programs
- Forecasting
- Goal Setting/Tracking
- Incentive Management
- Market Data Analysis
- Performance Management
- Quota Planning
- Reporting/Analytics
- Salary Planning
- Sales Planning
- Territory Management
- Third-Party Integrations
- Workflow Management Software

## Integrations (6 total)

- Databricks
- HRIS
- Microsoft SQL Server
- Salesforce Sales Cloud
- Snowflake
- Workday HCM

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Sales Performance Management Solutions](https://www.capterra.ca/directory/33455/sales-performance-management/software)

## Related Categories

- [Sales Performance Management Solutions](https://www.capterra.ca/directory/33455/sales-performance-management/software)
- [Commission Software](https://www.capterra.ca/directory/30200/commission/software)
- [Compensation Management Software](https://www.capterra.ca/directory/30667/compensation-management/software)

## Alternatives

1. [Everstage](https://www.capterra.ca/software/1014779/everstage) — 4.8/5 (956 reviews)
2. [CaptivateIQ](https://www.capterra.ca/software/182174/captivateiq) — 4.8/5 (873 reviews)
3. [Qobra](https://www.capterra.ca/software/1028678/qobra) — 4.9/5 (437 reviews)
4. [QuotaPath](https://www.capterra.ca/software/203718/quotapath) — 4.5/5 (123 reviews)
5. [Xactly Incent](https://www.capterra.ca/software/158330/xactly-incent) — 4.2/5 (252 reviews)

## Reviews

### "Forma is very functional" — 4.0/5

> **Rachel** | *October 31, 2024* | Financial Services Software | Recommendation rating: 8.0/10
> 
> **Pros**: All agents commissions being stored in one readily accessible location that they can also review.
> 
> **Cons**: Complexity of implementation. It's a lot of technical details I don't always understand.
> 
> Forma has exceptional staff; I have enjoyed working with them all\!

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### "Forma.AI general review" — 5.0/5

> **John** | *October 11, 2024* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **Pros**: The simplicity of the columns and screens
> 
> **Cons**: The removal of one section. There used to be a table to calculate the earnings, but not just a bar graph.
> 
> It has fast logins and pulls the data quickly.

-----

### "Forma Ai HealthCare SIP Implementation" — 5.0/5

> **Heather** | *November 7, 2024* | Hospital & Health Care | Recommendation rating: 9.0/10
> 
> **Pros**: The ease of use for day-to-day operations, dashboard visibility, customer support to help resolve issues, discuss open items, and request additional build/functionality within the Forma Ai platform.
> 
> **Cons**: Because of our complex plan and territory setup, we had to build a template to load our details into the Forma Ai system.  This required some back and forth with the Forma Ai team to accommodate our structure but overall, we had good support from the Forma Ai team throughout these discussions.  The system has been great since it has been fully implemented.
> 
> Overall experience with Forma Ai has been positive.  We are seeing improvements to how we many our day-to-day operations and also have a more global view of our sales compensation processes and progress.  The relationship we have built with the Forma Ai teams is strong and we continue to make improvements to our Forma Ai solution to meet our business needs.

-----

### "Dedicated Support team committed to our success" — 5.0/5

> **Catherine** | *October 23, 2024* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **Pros**: Clean displays. 
Dedicated support with no charges.
Data frequently updated for real time views.
Ability to forecast expense within current plans
> 
> **Cons**: Some limitations on what admins can do independently.
> 
> We did a solid 6 months of implementation - went live for January with dashboards and comp plan issuance. Forma support always said yes to our asks (98%) and was always available.

## Links

- [View on Capterra](https://www.capterra.ca/software/1032953/formaai)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/255532/Formaai/> |
| en-AE | <https://www.capterra.ae/software/1032953/formaai> |
| en-AU | <https://www.capterra.com.au/software/1032953/formaai> |
| en-CA | <https://www.capterra.ca/software/1032953/formaai> |
| en-GB | <https://www.capterra.co.uk/software/1032953/formaai> |
| en-IE | <https://www.capterra.ie/software/1032953/formaai> |
| en-IL | <https://www.capterra.co.il/software/1032953/formaai> |
| en-IN | <https://www.capterra.in/software/1032953/formaai> |
| en-NZ | <https://www.capterra.co.nz/software/1032953/formaai> |
| en-SG | <https://www.capterra.com.sg/software/1032953/formaai> |
| en-ZA | <https://www.capterra.co.za/software/1032953/formaai> |

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