Forma.ai 2026: Benefits, Features & Pricing
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Wondering if Forma.ai is right for your organization?
Our Compensation Management Software selection experts can help you in 15 minutes or less.
- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
Pricing
Pricing available upon request
About Forma.ai
Forma.ai is a sales performance management solution that brings compensation strategy and execution into a unified platform by serving as a single source of truth for sales performance data. It caters to enterprises across various industries and enables sales, finance and revenue operations teams to optimize and manage sales incentive programs.
Forma.ai offers innovative modeling capabilities that allow users to optimize every variable in the compensation plan, such as quotas, territories, incentive structures and more.
Forma.ai Screenshots
Forma.ai Pricing and Plans
Sales Performance Management Platform
Pricing available upon request
No plan information available
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Forma.ai Features
- Popular features found in Compensation ManagementApproval Process ControlBenefits ManagementBonus ManagementCompensation StatementsEmployee DatabaseEmployee Reward ProgramsPayroll ManagementPerformance ManagementReporting/AnalyticsSalary Planning
- More features of Forma.aiAccess Controls/PermissionsAccountingAccounting IntegrationActivity DashboardActivity TrackingAgency CommissionAlerts/NotificationsAPIAudit ManagementAudit TrailBenchmarkingBudget ManagementCommission CalculatorCommission ManagementCommission OverridesCommission Rules/ConditionsCommission SchedulingCommission StatementsCompensation ManagementCompensation Plan ModelingCompliance ManagementCustomizable BrandingCustomizable ReportsCustomizable TemplatesData Import/ExportDispute ManagementDocument ManagementEmployee ManagementEmployee PortalFeedback ManagementFinancial AnalysisFlat CommissionsForecastingFor Sales Teams/OrganizationsGamificationGoal ManagementGoal Setting/TrackingIncentive ManagementMarket Data AnalysisMilestone TrackingMobile AccessMulti-CurrencyOngoing Performance TrackingPercentage CommissionsPerformance AppraisalPerformance MetricsQuota PlanningReal-Time DataReal-Time ReportingReal-Time UpdatesRemindersRole-Based PermissionsSales Onboarding & TrainingSales PlanningSales ReportsSingle Sign OnSliding Scale CommissionsSplit CommissionsSSL SecurityStatus TrackingTemplate ManagementTerritory ManagementThird-Party IntegrationsTiered CommissionsTraining ManagementUser ManagementWorkflow Management
Forma.ai Integrations
Forma.ai User Reviews
Overall Rating
4.8
Ratings Breakdown
5
75%
4
25%
3
0%
2
0%
1
0%
Secondary Ratings
Ease of Use
4.8
Value for money
4.0
Customer support
5.0
Functionality
4.0
Have you used Forma.ai and would like to share your experience with others?
Heather R.
Verified reviewer
Hospital & Health Care
10000+ employees
Used daily for less than 12 months
Reviewed November 2024
Forma Ai HealthCare SIP Implementation
5
Overall experience with Forma Ai has been positive. We are seeing improvements to how we many our day-to-day operations and also have a more global view of our sales compensation processes and progress. The relationship we have built with the Forma Ai teams is strong and we continue to make improvements to our Forma Ai solution to meet our business needs.
Ratings Breakdown
Reasons for switching to Forma.ai
We were looking for a one-stop application for all of our sales compensation processes, including dashboard and sales management functionality.
Read More
Catherine L.
Verified reviewer
Financial Services
501-1000 employees
Used daily for less than 2 years
Reviewed October 2024
Dedicated Support team committed to our success
5
We did a solid 6 months of implementation - went live for January with dashboards and comp plan issuance. Forma support always said yes to our asks (98%) and was always available.
Ratings Breakdown
Reasons for choosing Forma.ai
better dashboards, ability to forecast commissions expense and WHAT IF's, better access to data/reprts for FP&A and Rev Ops teams
Reasons for switching to Forma.ai
tired of paying for changes each year - dashboards boards stale and inflexible
Read More
Rachel B.
Verified reviewer
Financial Services
51-200 employees
Used daily for less than 2 years
Reviewed October 2024
Forma is very functional
4
Forma has exceptional staff; I have enjoyed working with them all!
Ratings Breakdown
Read More
John C.
Verified reviewer
Financial Services
51-200 employees
Used daily for less than 12 months
Reviewed October 2024
Forma.AI general review
5
It has fast logins and pulls the data quickly.
Ratings Breakdown
Read More
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