Unable to filter / sort fields view statements but can download as spreadsheet to sort/filter offline.

So far the experience has been great, their team is fantastic, they have great support and tech staff and the platform itself is aesthetically pleasing and easy to use.

I have had a great experience with it and hope we still do continue to use it.

The navigation could be a little confusing with 2 components to commission.

It gives good clarity on the compensations and the understanding of what and why the compensation is paid. Easy comparisons between months and good tracking of the earning potential.

Graphs can be confusing to read. Does not denote where accelerators kick in.

There is nothing in particular that I dislike about using the CaptivateIQ platform.

We've just recently started using the software, so I don't have any real complaints at this time.

It's been super helpful as a sales rep to understand how my commission has been paid out, big fan.

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

I dislike that it only updates every 24 hours rather than in real-time.

There's nothing I would say that I dislike about the software.

I have not come across anything that I dislike.

Very pleased -- it takes no time away from my day and helps me stay on top of my money.

Overall I am very pleased with the platform. Much better than other solutions.

I love being able to see a report of my operating profit and commissions for approval. It's great to have a breakdown.

Great product, would recommend it to other companies to invest in.

This product is fantastic. Would highly recommend to others looking for a solid commissions tool.

With Excel there are always errors - With Captivate, the only errors are related to something I haven't put in correctly.

I like how I am able to better understand my quote goals and the money that I will get per each throughout each quarter/year.

It was a great experience with capitaveIQ and I'm sure other people will love the product too.

A Brilliant Solution for Your Compensation Planning.

Ease of use and was able to seamlessly integrate for end users.

I have really enjoyed it so far. It is super easy to use and I really appreciate my company implementing this software.

It's great to preview my statements and see what I can budget for the month ahead.

Our experience has been great throughout the process. Great customer service and very easy for our teams in the field to adjust to and use.

Much more robust and reliable than my commission calculating spreadsheet, and I've loved the support from the team.

There aren't really any features I dislike about the software.

Ease of use and ability to break down complicated sales and commission formulas. Helps to understand where your pay is coming from and how to improve over all compensation as well.

I love that it provides notifications regarding my commission +  I love that it gives you a breakdown structure.

Really good, customer service is great. Everyone at Captivate has been really helpful.

C-IQ have an excellent support and customer service team.

It's been great thus far. The support for the CaptiavateIQ team is strong and the UX is great.

Fantastic - gets me the info I want in a timely fashion, and doesn't flood me with information unless I seek it out (and great that I have the option to).

I love how easy it is for me to see a breakdown of my numbers and know the direct correlation between my efforts and money in my pocket.

Very clear and concise reporting thanks to the clean UI. Intuitive to operate, lets you download a spreadsheet of the report which is a nice bonus.

I've been using CaptivateIQ for the past 12 months and as a rep I've had a great experience. I like CaptivateIQ best for the speed it works and the simplicity and clean UI/UX.

I love that this is an easy way to find out my commission but also the ability to see the break down of the commission quite easily.

A few of the things that CaptivateIQ does great is the ease of processing commission statements and its diverse integrations.

The color scheme is also a bit dull - consider oranges or reds. It also was troubling trying to log-in at first.

The UI is super friendly, and it really is easy to navigate. All the things that are important to me and my role are easy to access.

Great customer service if you ever have questions or concerns.

This is a great tool that is incredibly easy to use. I love understand when and how I am getting paid out.

Easy to use and understand. I also love the confetti option when you first open your statement, nice touch.

On top of that, the customer service was unmatched. I had truly the absolute best on-boarding experience with them.

Ease of use and seamless integration with SSO and other accounting tools.

I love that you can add so many different modules or even design your own with some effort but very little cost, for a nonprofit that is great.

It gets a bit frustrating. I also hate the double authentication because I do not always have my phone with me when I need to get on the software.

Salesforce is a really great product I loved the tools used and tips to help you create sales and serve better for customers.

Salesforce is the best customer relationship management tool in the market right now. The best thing I like about this software is the features.

There is little to be said about cons. I experienced minor trouble when accessing customer support at some point which would probably be the worst of it.

I love using Salesforce. It is very user friendly and helps me be able to track my progress and create a clean pipeline.

Ref IDs are my biggest pet peeve, they don't always work and I've lost emails this way from clients. This leads to a bad consumer experience for everyone involved.

Ease of use and works great for small (that's us) or large companies it blends well with other programs is customizable and tracking is good,  reach out is also very easy to use.

If you could get the innovative nature of Salesforce to your business you would get amazing talent collection to your organizations.

An awesome CRM platform with a plethora of information to use to become the best marketer you can be.

Overall Salesforce is great and can integrate with hundreds of other platforms which makes it an amazing tool to use company wide, not just for sales.

Like I stated before, I was happy about the switch to Salesforce Lightning, but it has turned out to be great. I like that my emails and Talkdesk are integrated into Salesforce as well.

My team members use it in delivering great sales and customer service experience and it has been a great help for all of us.

This software will help you to build your sales and marketing in the industry, salesforce is a great software and value for money, so therefore I recommend it to the user.

Salesgirce is very effective when it comes to tracking the progress of each case within my organization, great tutorials to get you started and very easy to navigate through cases and serial numbers.

I like the fact that Salesforce is very flexible and customizable to my taste. It is very user friendly and the functionality is superb.

Salesforce has a lot of capabilities, it covers everything. The leads section was nice, and it was great to be able to create your own sections.

So popular and so powerful for small business  is contact management, task management, opportunity tracking, collaboration tools, customer engagement tools. Flexible and easy  to use.

The integration with gmail is awesome. Being able to automatically log emails to the appropriate account instantly is such a nice feature.

I like that this platform is easy (for the most part) to use. I also find that the customer support is amazing and always willing to help.

It's also supported by awesome community and the best documentation/support in the business. The Trailblazer community leads the tech industry in training and documentation.

I hate that I have to refresh every thing but I'll deal with it for some of the other options.

US Dollar

CaptivateIQ offers the smartest, most flexible way to automate sales commissions. Our innovative platform helps companies automate the administration, calculation, reporting, analysis, and management of even the most complex, variable-based commission plans. CaptivateIQ 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. Leading companies such as Carta, Gong, and Intercom rely on CaptivateIQ for their sales commissions process to drive faster close times, reduce costly payout errors, and maximize sales performance.

LongDescription

Agency Commission

User Management

Tiered Commissions

Customizable Reports

Dispute Management

Financial Analysis

SSL Security

Single Sign On

Incentive Management

Integrations Management

Bonus Management

Sliding Scale Commissions

Compensation Plan Modeling

Data Import/Export

Audit Trail

Multi-Currency

Planning Tools

Compliance Management

Performance Metrics

Commission Calculations

Split Commissions

Commission Scheduling

Flat Commissions

Commission Rules/Conditions

Workflow Management

Real-Time Updates

Reporting & Statistics

Compensation Management

Commission Statements

Accounting Integration

Commission Calculator

Audit Management

Real Time Reporting

Percentage Commissions

Commission Management

Reporting/Analytics

Payroll Management

Contract Drafting

Commission Overrides

Third-Party Integrations

Document Management

Compensation Statements

Search/Filter

Market Data Analysis

Salary Planning

Employee Database

Customizable Templates

Get more pricing information here www.captivateiq.com/pricing

Email/Help Desk

Knowledge Base

Phone Support

Chat

51-200

201-500

501-1000

1000+

CaptivateIQ

Live Online

Webinars

Documentation

Videos

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud.

This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organizations to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale. Salesforce Lightning Experience is upgraded CRM version of Sales Cloud that streamlines the sales process by allowing any sales rep to generate and follow-up on leads, manage account activity, track the status of each campaign, and create reports without hassle.

With Salesforce for Outlook, users can synchronize contacts, calendars, emails, and tasks in both applications without interrupting any business process. Salesforce Sales Cloud for small businesses allows users to manage contacts, track sales deals, manage tasks and events, harvest leads, and track performance. The sales cloud enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations, and more.

The Salesforce CRM solution is available only for software-as-a-service (SaaS) deployment. In addition, this Salesforce app provides a technology stack that covers database and security as well as workflow and user interfaces.


Commenting/Notes

Engagement Tracking

Content Delivery

Cataloging/Categorization

Employee Management

Customer Surveys

Forecasting

Multi-Channel Marketing

Business Card/Badge Scanning

Quality Management

Purchase Order Management

Meeting Management

Safety Management

Internal Chat Integration

Product Catalog

Presentation Tools

Lead Capture

Performance Management

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Ad hoc Reporting

Financial Management

Material Requirements Planning

Order Management

Calendar/Reminder System

Competitive Analysis

Project Management

Approval Process Control

Auto-Dialer

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Customer Database

Call Recording

Call Logging

Medical History Records

Audience Targeting

Goal Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Call Center Management

Shipping Management

Client Tracking

Scheduling

Email Tracking

Call List Management

Campaign Planning

Customer Support

Graphical Data Presentation

Buyer Management

Lead Generation

Email Templates

Self Service Portal

Contact Management

Sales Approval

Version Control

XML/RSS

Basic sales and marketing for up to 5 users
$25
/user/month*
(billed annually)

Complete CRM for any size team
$75
/user/month*
(billed annually)

Deeply customizable CRM for your business
$150
/user/month*
(billed annually)

Unlimited CRM power and support
$300
/user/month*
(billed annually)

CaptivateIQ vs Salesforce Sales Cloud

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons