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)

743 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

(634)

634

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 743 results

February 2020

User Profile Picture

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.

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.

January 2022

Darin from RepVue

Company Size: 11-50 employees

Industry: Telecommunications

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

January 2022

Great for commissions

Pros

Great for tracking your commissions, accelerators, etc and how much you can make

Cons

No cons that I can really think of. love CaptivateIQ!

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.

December 2021

Matthew from Scale

Company Size: 201-500 employees

Industry: Information Technology and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

December 2021

Simple and clear platform for commissions tracking

Pros

I appreciate the clean layout and the ability to download statements for additional analysis.

Cons

Just a nit, but some of the features open in new browser tabs. I also haven't been able to create inquiries, but that may be a permissions issue.