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What Is CaptivateIQ?

CaptivateIQ offers the smartest, most flexible way to automate commissions. Our innovative platform helps companies automate the administration, calculation, reporting, analysis, and management of even the most complex, variable-based commission plans. It is the only sales commission platform that can centralize and enrich data from disparate data sources into one powerful platform while also providing unbeatable flexibility and scalability to meet the needs of your organization.

Who Uses CaptivateIQ?

CaptivateIQ is best for Mid-Market to Enterprise businesses with an incentive compensation program that is looking to automate commissions at scale while providing sellers with real-time transparency.

Where can CaptivateIQ be deployed?

Cloud-based
On-premise

About the vendor

  • CaptivateIQ
  • Located in San Francisco, US
  • Founded in 2017

CaptivateIQ support

  • Phone Support
  • Chat

Countries available

Australia, Canada, France, Germany, Italy and 5 others

Languages

English

CaptivateIQ pricing

Starting Price:

Not provided by vendor
  • No free trial
  • No free version

CaptivateIQ does not have a free version and does not offer a free trial.

Pricing plans get a free trial

About the vendor

  • CaptivateIQ
  • Located in San Francisco, US
  • Founded in 2017

CaptivateIQ support

  • Phone Support
  • Chat

Countries available

Australia, Canada, France, Germany, Italy and 5 others

Languages

English

CaptivateIQ videos and images

CaptivateIQ Software - Give reps a clear view into earnings with an engaging homepage and customizable commissions statements that outline how much they've earned, deal-by-deal details, and future earning potential to keep them motivated.
CaptivateIQ Software - Customize user access and visibility into commission plans and data to meet your security and compliance requirements.
CaptivateIQ Software - See business performance by team, comp plan, territory, or any other metric to make data-driven decisions.
CaptivateIQ Software - Automatically sync your commission data to power reliable commission reports in real-time across every team. Save days each month collecting and cleaning data by integrating your data source directly into our commission system.
View 5 more
CaptivateIQ video
CaptivateIQ Software - Give reps a clear view into earnings with an engaging homepage and customizable commissions statements that outline how much they've earned, deal-by-deal details, and future earning potential to keep them motivated.
CaptivateIQ Software - Customize user access and visibility into commission plans and data to meet your security and compliance requirements.
CaptivateIQ Software - See business performance by team, comp plan, territory, or any other metric to make data-driven decisions.
CaptivateIQ Software - Automatically sync your commission data to power reliable commission reports in real-time across every team. Save days each month collecting and cleaning data by integrating your data source directly into our commission system.

Features of CaptivateIQ

  • Audit Management
  • Bonus Management
  • Commission Management
  • Commission Rules/Conditions
  • Commission Statements
  • Compensation Statements
  • Customizable Reports
  • Data Import/Export
  • Document Management Software
  • Employee Database
  • Incentive Management
  • Market Data Analysis
  • Reporting & Statistics
  • Reporting/Analytics
  • Salary Planning
  • Third-Party Integrations
  • Workflow Management Software

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Highly customizable commission platform designed to replace your current excel solution and improve your compensation management.

Reviews of CaptivateIQ

Average score

Overall
4.8
Ease of Use
4.8
Customer Service
4.8
Features
4.7
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
85%
4
15%
3
0%
Sean
Sean
Sales Operations Analyst in US
Verified LinkedIn User
Computer Software, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

A great tool that has found the sweet spot between functionality and simplicity

5.0 3 years ago

Comments: We use CaptivateIQ to automate variable compensation calculations, along with tracking sales performance against quota. Time spent every month performing calculations is reduced by more than 90%, while calculation accuracy has increased. Payees no longer need to wait 1-2 weeks after month close before seeing expected payment amounts. They now have the option of previewing updated pay statements in real time as deals close.

Pros:

Easy for a single individual to administer the entire application. Successfully and intuitively mirrors excel functionality. Ease of integration with Saleforce CRM. Relatively easy to configure plans and troubleshoot any errors in calculation logic. Wealth of help articles and plan examples made available to customers in the product knowledge base. Pace and consistency in which the application receives updates.

Cons:

Building custom reports is relatively convoluted compared to the rest of the application. Pay statement formatting and customization is functional, but a little basic.

Alternatives Considered: Spiff and Xactly Incent

Reasons for Choosing CaptivateIQ: While an extremely robust tool, our team found that configuring plans and the overall use of Xactly Incent to be extremely complicated. The exercise of troubleshooting any faulty logic within plans was frustrating to say the least. There is no easy to way to trace calculations through each step to see where the problem is. So complex is the tool, that our company opted to regress back into excel statements after redesigning our compensation plans, as it was too complicated to successfully make the required changes within Incent. While also robust, Xactly Incent's integration tool (Xactly Connect) is also very complex. The vast majority of customer's will need to pay for professional services to create or modify integrations. Finally, as the big boy in the marketspace, Xactly Incent is probably the most expensive option.

Switched From: Xactly Incent and Microsoft Excel

Reasons for Switching to CaptivateIQ: We were looking for options that were easier to manage than Xactly Incent. Finding a tool that mirrored excel functionality made sense, as that is what many people are use to. Of all the products we examined, CaptivateIQ was the only one in our eyes that found the happy medium between functionality and simplicity.

Zach
Senior Accountant in US
E-Learning, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

CIQ Ease of Use and Functionality

4.0 11 months ago

Comments: Through CIQ, we are able to effectively manage individual sales rep commission inquiries as well as identify and resolve issues that affect a compensation plan as a whole. CIQ also allows for us to self-create our report models in order to provide the best versions of reporting for monthly accounting close and possible.

Pros:

CIQ offers such a diverse amount of functionalities, all of which have their own beneficial aspect that contribute to our company daily. The ability for our sales reps to login and view their payout statements in a user-friendly manner as well as provide us a snapshot of what occurred in order to determine errors (if applicable) is amazing. It also allows the users/admins to dive into the back-end weeds of the system to ensure it's data connectors are working appropriately - for which CIQ is great as it can easily connect with essential systems such as Salesforce, DocuSign, and NetSuite. Integration of this system is perfect as you're able to dictate how you want to design the production instance, no matter how complex or simple you may prefer.

Cons:

Some areas for improvement would be providing a few high-level data points that can be easily accessible for relaying monthly/quarterly/annual information to higher-ups. Items such as total commissions paid for the period in USD - you can certainly retrieve this information; however, it's not readily available as one may think. Another area is determining what fields/workbooks have impacts on other areas of the system. Luckily the sandbox instance allows for practice prior to implementation, but when trying to diagnose a fix in a query - you are not exactly sure what the impact of changing a column header or deleting a column may have on your reporting.

Alternatives Considered: Spiff and Xactly Incent

Reasons for Switching to CaptivateIQ: This decision was made prior to my onboarding; however, it was conveyed to me that CIQ was chosen for the fact it has the most user-friendly interface, is the least complex system when it comes to manipulating reporting models or setting up new commission plans. This has greatly reduced our manual efforts in tracking these down outside of the system!

Mike
Sales Director in US
Computer Hardware, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

CapIQ review

3.0 2 years ago

Comments: My team likes it. It allows them to get very granular.

Pros:

It’s relatively easy. Just too much information.

Cons:

The spreadsheets have so much information it is hard to read.

Iyer
Iyer
National Sales Manager in US
Verified LinkedIn User
Transportation/Trucking/Railroad, 501–1,000 Employees
Used the Software for: 1+ year
Reviewer Source

The perfect commission calculator - A salesperson's best friend

5.0 4 months ago

Comments: This is a boon compared to manual calculations, and it saves so much time for our commissions dept. I can't imagine a life where I go back to doing it by hand. Fast, lightweight, and customizable, it's perfect!

Pros:

Can effectively confirm, calculate, or predict commissions as well as track old pay periods. Very useful for planning my current and coming months' payouts for my family.

Cons:

At the end of the year, it cannot predict the next month, and occasionally cannot extrapolate enough data for perfect future commissions.

Kevin
Kevin
Finance Manager in US
Verified LinkedIn User
Information Technology & Services, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Highly capable and scalable commission platform

5.0 3 years ago

Comments: We were taking 1-2 weeks to finalize commissions before trying to implement Xactly SimplyComp. CIQ helps us solve for faster calculations (1-2 days turnaround), as well as quick ASC606-compliant JEs for the accounting team.

Pros:

CaptivateIQ is based on Excel formulas and logic. If you know how to model your commission structure in Excel, you'll feel at home in CaptivateIQ. When you run calculations on a monthly basis, they will take a couple minutes only. Due to the flexibility of the platform, "anything is possible" in terms of accommodating complex plans. The Implementation and CS teams have all been top notch, and willing to help.

Cons:

The flexibility of the software can be a double-edged sword at times. There are a hundred ways to do everything, and just like a complex excel model, there will be unforeseen challenges that arise from time to time. As a fairly young company with fairly new people handling your implementation, the quality of your implementation may vary from person to person. The "white glove" implementation is worth it unless you have very simple comp plans.

Alternatives Considered: Spiff

Reasons for Choosing CaptivateIQ: SimplyComp was not right for us, and was taking much longer to calculate than our manual excel sheets. There was never a single time when it calculated our commissions properly right off the bat.

Reasons for Switching to CaptivateIQ: Flexibility was key, and having the 606 solution in the same box was helpful as well.