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.

The UI was great and integrations were nice. Overall, everything was really simple to use and set up.

I hate when I print proposals the page breaks horribly in the middle of sentences and photos.

I haven't been in business super long yet, but I knew I wanted to be organized from the getgo. HoneyBook has been AMAZING for that.

Honeybook is very easy to use and the UI is beautiful. They provide a lot of great built in resources, like example contract templates.

Software is very easy to use. Customer service is great and it's a great way to stay organized.

I love everything about HB and I love that they are always trying to improve and help in any way they can.

It's just been wonderful. Once I sat down and spent the time to set everything up the way it suited my business, I couldn't be more happy.

Honeybook is a great price, easy to use, has great customer service, and has lots of great ad one. The set up process is so easy for anyone.

The ONLY things I dislike about the software are very minor.

I have loved Honeybook since I first downloaded it...Customizing everything was easy and FUN. Any time i had questions customer service was super fast and nice...which makes everything easier.

Buggy, intermittent problems coupled with poor tech suport.

Definitely worth the investment in hours it’s saved me from hunting down emails and drafting contracts.

The interface is perfect, too. Friendly, but not too 'bubbly', so you still feel like a professional.

Tasks which are now automated I no longer have to keep worrying about completing, my business now is quite streamline.

I LOVE the referral program as well, the commission is beautiful. It's not only user friendly but the customer service has always been top notch as well.

So easy, helpful and affordable and I love that all my business management is in one place.

Luckily I had bookmarked HoneyBook and was able to get setup super quickly and start sending out professional looking proposals and contracts in only a few hours.

But my clients love it to, and I’m able to make every client, regardless of their billable worth, feel as important as they are.

We have been impressed with their constant improvement and development and their customer service team is A.

The delightful user interface for myself and clients, the organization for projects, the seamless integration of Honeybook into your life, helpful and friendly customer service.

When I was using it, I had a bit of trouble opening of attachments such as pdfs.

Ease of use, basic setup and easy to navigate with robust options for integrations and connecting all of my online tools.

I offer luxury services to high end clients and now I feel confident that every interaction supports and compliments my luxury brand.

No way to take notes on questionnaires. No way to add multiple templates to 1 email.

Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.

Every piece of Honeybook helps me interact effectively with my clients, stay organized, and create a seamless, quality experience for each client.

Great tutorials available to help get set up. If you are considering it, by all means take the chance  you will absolutely LOVE IT.

I like that I can have all of my invoices in one place, it helps me take care of my taxes and allows me to track my income. My favorite thing is the brochure I've created.

I like the ease of seeing the pipeline and where I'm at with my bookings. I like the daily reminders to follow up on my clients.

Over great experience with great costumer service. It really make booking, invoicing and sending contracts to clients much simpler.

I love how user friendly it is. You have all of these amazing features to better yourself and your business.

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

HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence. 

Use one platform to see what’s happening with all projects. Manage each stage, from inquiry to payment—and everything in between.Keep invoices, contracts and all other important files organized in one space. HoneyBook's clientflow management software is easily accessible to you and your clients, from anywhere.


HoneyBook integrates with tools such as QuickBooks, Calendly, Zapier, Gmail and Google Calendar.

Get started with a 7 day free trial today.

Deadline Management

Signature Management

Document Templates

Customer Surveys

Electronic Payments

Invoice History

Status Tracking

Meeting Management

Payment Processing

Recurring/Subscription Billing

Time Tracking

Lead Capture

Document Storage

Proposal Generation

Access Controls/Permissions

Debit/Credit Card Processing

Templates

Customer Service Analytics

Mobile Payments

Referral Tracking

Workflow Configuration

Contract/License Management

Task Scheduling

Pre-built Templates

Electronic Signature

Project Billing

Group Scheduling

Credit Card Processing

Calendar/Reminder System

Invoice Management

Project Planning/Scheduling

Project Management

Task Planning

Customizable Invoices

Rules-Based Workflow

Knowledge Management

Pipeline Management

Customer Accounts

Customer Database

In-Person Payments

No-Code

Calendar Management

Collaboration Tools

Room Booking

Content Library

Scheduling

Process Modeling & Designing

Customer Support

Lead Generation

Contact Management

Version Control

Hourly Billing

Lead Management

Completion Tracking

Mobile Access

Online Payments

Online Invoicing

Payment Processing Services Integration

Data Security

Starter Plan: $19 per month, or billed annually at $16 per month.
Essentials Plan: $39 per month, or billed annually at $32 per month.
Premium Plan: $79 per month, or billed annually at $66 per month.

CaptivateIQ vs HoneyBook

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