CaptivateIQ: Sales Commission and Performance Management Software
CaptivateIQ helps sales operations and finance teams automate commission calculations and sales planning. It is designed for mid-market and enterprise companies managing complex compensation plans.
At a glance
- Category
- Sales
- Best for
- Sales Operations teams, Revenue Operations managers, Compensation professionals, Finance and Accounting departments, Mid-market companies
- Pricing
- Pricing is customized based on a per-seat model, number of payees, compensation complexity, and required integrations. A one-time setup fee is required.
- Key use cases
- Incentive Compensation Management, Territory and Capacity Planning, Quota Setting, Bonus and MBO Management
- Integrations
- Salesforce, HubSpot, NetSuite, Workday, CSV upload
- Official website
- captivateiq.com
CaptivateIQ is a sales performance management platform that supports the process from sales planning to payout. It is designed to automate commission calculations and provide real time visibility for administrators and sales representatives.
The software is intended for revenue operations, finance, and compensation professionals. It supports various incentive structures, such as tiers, accelerators, and draws, to help reduce manual effort associated with spreadsheets.
Beyond commissions, the platform includes tools for territory management, capacity planning, and quota setting. It uses a proprietary calculation engine to process data, which may help teams update plans and calculate payouts.
Buyers should confirm that pricing is customized and includes a one-time setup fee. Organizations should also verify their reporting needs, as ASC-606 reporting is available as an add-on subscription.
Key Features
Calculates payouts by pulling data from connected CRMs and applying custom compensation rules.
A proprietary engine designed to manage, model, and calculate commission data in real time at scale.
Includes features for capacity planning, quota setting, and territory management.
An AI-powered assistant providing a co-pilot for admins, a coach for payees, and a plan advisor for insights.
Provides sales reps with dashboards and payout statements to track their earnings and attainment.
Uses ML-powered models to help forecast quota attainment and identify payout anomalies.
Use Cases
Automating the calculation of commissions for sales teams.
Defining sales territories and balancing workloads to align quotas.
Establishing and managing sales quotas across an organization.
Managing bonuses and Management by Objectives (MBO) calculations.
Best For
Integrations
Pricing
Pricing is customized based on a per-seat model, number of payees, compensation complexity, and required integrations. A one-time setup fee is required.
FAQ
It pulls sales data from connected CRMs, applies custom compensation rules defined in its SmartGrid modeling engine, and generates real time payout statements.
It is designed for sales operations, finance, and compensation professionals at mid-market and enterprise companies with complex incentive plans.
Pricing is customized based on the number of payees, plan complexity, and integrations, utilizing a per-seat model and a one-time setup fee.
The platform supports SOX compliance and offers ASC-606 reporting as an add-on subscription.
Source category: Sales
Source subcategory: Sales Enablement
