About CaptivateIQ

CaptivateIQ is a sales commission and planning management software designed to help businesses of all sizes create, preview and launch custom commission plans and calculate payouts for sales teams. The platform enables administrators to track the performance of agents, share results/earnings and settle pay inquiries across teams.

CaptivateIQ allows organizations to design and apply employee assumptions, manage exceptions, implement calculation formulas, handle adjustments and run payout simulations in real-time. Administrators can gain insights into trends and deal volume by average size, type and more using metrics and KPIs. Additionally, it supports integration with Salesforce, facilitating synchronization of data across deals and consolidate information fr...


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Supported Operating System(s):

Web browser (OS agnostic)

360 Reviews of CaptivateIQ

Average User Ratings

Overall

4.87 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(314)

314

4 stars

(45)

45

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 360 results

February 2020

Albert from Gong.io

Verified Reviewer

Company Size: 201-500 employees

Industry: Internet

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

Easy to use, and incredible customer experience

Pros

The tool itself is incredibly intuitive to use if you come from a finance background. I could pick up everything really quickly because a lot of the design in mind is how you'd create formulas in Excel. On top of that, the customer service was unmatched. I had truly the absolute best on-boarding experience with them. Also they are rolling out new features like their plan management tool that saved me and the finance team a crazy amount of time not having to manually populate and send them one at a time.

Cons

They haven't built in short cuts that lets you mass edit columns into dates, currency etc. Could add in additional visuals to make it a bit prettier. Create the option of a real-time sync could be useful from a performance management perspective.

Reasons for Choosing CaptivateIQ

Much more robust and incredibly intuitive to use for a finance or analytical professional.

July 2019

Jesse from Heap

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2019

CaptivateIQ Review

We are solving cross team collaboration with commission between accounting and my BDR management team and moving away from excel spreadsheets. This has totally given new clarity and transparency across 3 different teams and made a lot of the grunt work of managing a BDR team go away. Also love that I can customize the comp structure to my own system.

Pros

-UX, simplicity - this product makes it incredibly flexible and easy to model my BDR commissions and work with accounting to ensure everyone is on the same page with comp. Working in a startup means we often change how we comp, and having a seamless UX and flexibility is crucial in using commission software for our BDRS.

Cons

only con is not being able to login via the website - sometimes hard to track down the app itself and where to login

Reasons for Choosing CaptivateIQ

Simple UX, flexibility, customizable, collaboration opportunities, seamless experience, zero bugs.

August 2020

Demetrius from Litmus

Verified Reviewer

Company Size: 51-200 employees

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Time Saver

CaptivateIQ has saved me hours of headaches. Previously my company dispersed commission statements via an excel spreadsheet. If one person put in the incorrect format or forgot to save a copy and made changes to the master template it caused a delays in pay outs. With CaptivateIQ I can check my statement in detail in less than 2 mins

Pros

The dashboard is very easy to read and understand the data as it relates to my commission statements

Cons

To be honest I haven't found any dislikes. The one ask, I wish there was a moblie app.

February 2020

Samuel from Heap

Company Size: 51-200 employees

Industry: Computer Software

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

February 2020

SaaS rep using CaptivateIQ

n/a

Pros

Really like having transparency around how much I'm going to get paid, when, and based on what deals.

Cons

What could use the most improvement is showing me more intuitively where the data is. The UI right now takes a bit of digging around and seems like there is a lot of blank space.

August 2020

jillian from Information Technology

Company Size: 501-1,000 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

August 2020

Single Source of Truth

The problem that CaptivateIQ solves for my sales team is taking away any grey area. CaptivateIQ provides transparency for our team and allows direct reports to have ownership over their commission. There have been times were discrepancies have come up between what I thought my attainment was vs. what I was actually paid on and without CaptivateIQ I would never have known this.

Pros

I like that CaptivateIQ provides a single source of truth for my sales team. In the sales world, commission is everything and CaptivateIQ is a platform that allows management and direct reports to be on the same page. If there's ever a question about what I'm being paid I know I can turn to CaptivateIQ for the information I need. In many ways, CaptivateIQ acts as a leger for my payouts and it can be referred back to whenever I need it. It is extremely effective because I can see how my performance as reported in salesforce matches against what I was actually paid.

Cons

I don't particularly dislike any aspect of CaptivateIQ but I wish there were additional notifications. I think that it would be helpful if CaptivateIQ was synced with my companies HR/salary platform (ADP) so I could access these statements in one place. If not, then I'd like to be notified when updates in CaptivateIQ are made so I can stay on top of it.