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...


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Supported Operating System(s):

Web browser (OS agnostic)

740 Reviews of CaptivateIQ

Average User Ratings

Overall

4.85 / 5 stars

Ease-of-use

5.0

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(632)

632

4 stars

(107)

107

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 740 results

June 2021

Kevin from Branch.io

Verified Reviewer

Company Size: 201-500 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2021

Highly capable and scalable commission platform

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.

Reasons for Choosing CaptivateIQ

Flexibility was key, and having the 606 solution in the same box was helpful as well.

Reasons for Switching to 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.

June 2021

Sean from Planview

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2021

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

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.

Reasons for Choosing 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.

Reasons for Switching to 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.

July 2021

Johana from Jumia

Company Size: 11-50 employees

Industry: Online Media

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2021

Best sales commission software i can recommend

so far this is a good commission software that i can recommend.

Pros

This software is the best , its easy to use i like the user interface . Am able to view my monthly commission report status All commission report is shown in a summary

Cons

I wish the team can build mobile phone app ( android 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.

June 2021

Troy from AppDirect

Company Size: 501-1,000 employees

Industry: Computer Software

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

June 2021

Great tool and great support

Working with their implementation, support, and customer success teams has been incredible! Very helpful and responsive

Pros

The ability to turn around ad hoc data/reporting requests related to sales comp has been a huge difference. The statements are also a huge benefit to the team and time saver for myself

Cons

Some features that will be very nice to have on product roadmap

Reasons for Choosing CaptivateIQ

The statements along with the ease of setting up/familiarity based on my experience with Excel formulas

Reasons for Switching to CaptivateIQ

Sheets were incredibly time consuming and manual error-prone