CaptivateIQ Reviews & Pricing

by CaptivateIQ | Founded 2017, San Francisco, CA

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Overview Pricing Benefits Reviews Features

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What is CaptivateIQ?

Industry Specialties: Sales Commissions, SaaS, Payroll, Incentive Compensation, Sales Performance Management.

CaptivateIQ is a no-code solution dedicated to helping organizations and individuals develop rewarding compensation plans for hardworking employees. It encourages team motivation through fair payment and incentives. It is flexible and automated to help companies save time and avoid errors.

Devise compensation plans, share insights, make clear and error-free commissions, and help organizations make better decisions. Connect with different data sources and automate the whole process as needed.

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User Sentiment

Based on 3341 reviews:

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CaptivateIQ Pricing

Based on our most recent analysis, CaptivateIQ pricing starts at $7,200 (Per User, Annually).

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Starting From: $7,200
Pricing Model: Per User, Annually
Free Trial: Yes, Request for Free

Training Resources

CaptivateIQ is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for CaptivateIQ:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

CaptivateIQ Benefits and Insights

Why use CaptivateIQ?

Key differentiators & advantages of CaptivateIQ

Access Required Data: Get access to necessary set-up data and process commission calculations. Transform imported data to create new custom values without altering raw data. Set up real-time sync or customize a schedule to fetch required data. Keep the commission cycle up to date with data integrations.
Leverage Reports and Insights: Create visualizations across any part of the compensation data to identify trends by team, region, commission plan and more. Save time creating multiple reports by applying filters to segment dashboards and drill into the data. See the raw data table to better understand visualizations.
Design Effective Compensation Plans: Set up commission plans without the constraints of pre-defined templates. Import employee data, set up plan logic and automate calculations on the fly.
Save Time and Effort: Leverage the powerful data ingestion layer to massage data into a commission-ready state directly on the platform to save hours cleaning files ahead of time. Confidently set up calculations using a library of pre-built formulas and tooltips. Automate calculations and catch potential errors using the dynamic calculation engine.
Resolve Pay Disputes Faster: Manage internal communications alongside commission data for faster resolutions. Put an end to tedious approval cycles and ensure every payout is correct before it’s distributed using the approvals workflow.

Industry Expertise

It offers flexible planning and calculation tools that can be utilized by organizations of all sizes.

CaptivateIQ Reviews

Average customer reviews & user sentiment summary for CaptivateIQ:

3341 reviews

94%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of CaptivateIQ reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Salesforce Integration: 83% of the reviewers said that the Salesforce integration provides real-time data sync and helps export information.
Service and Support: Almost all reviewers mentioned that the implementation and support executives provided helpful assistance whenever and however needed.
Accessible UI: About 80% of users said the platform is neatly designed, intuitive and easy to navigate.
Automation: About 90% of reviewers said they benefited from its automated calculations and ability to make revisions and avoid errors.
KPI Monitoring: Almost all reviewers said the KPI monitoring tools were helpful, and they could view deals closed per month and receive email notifications for report summaries.
Sharing and Collaboration: Nearly 67% of reviewers said they were able to see their performance in real time, escalate feedback and send publish notifications.

Cons

Steep Learning Curve: According to 60% of reviewers, as a new admin, it can be challenging to understand how the system is built as there are many moving parts.
Speed: Depending on how the plan is written and developed, it can take a long time to process changes. Setting up and testing formulas also takes a considerable amount of time.
Missing Graphs: Most users said that there are no graphs to summarize and present data.
Missing Chat Feature: Around 33% of reviewers said it would be better if a built-in chat feature was available.

Researcher's Summary:

The software is recommended by almost every reviewer. The UI is neat, and the support team is excellent at helping people adjust to the software. The integration with Salesforce is helpful for real-time data syncing and exporting. There were a few negative reviews that talked about some missing features like chat support and graphics.

Key Features

Compensation Reports: Get automated compensation reports and insights on how salary is distributed and the current pay standards for a specific role in the market. Automatically sync commission data to power reliable reports in real time across every team. Save time collecting and cleaning data by integrating the data source directly into the commission system.
Performance Reports: Keep track of the individual and team performance reports to ensure fair pay and incentives.
Dispute Manager: Communicate, raise queries and resolve disputes with the Inquiries feature. Boost performance and create more efficient workflows.
Flexible Design: Design detailed compensation plans as needed. Assign tasks, divide incentives, choose the factors affecting incentives and pay and much more.
Hierarchical Plans and Management: Manage each level of operation and salary distribution with a descriptive sales hierarchy.
Manage Assignments and Quotas: Assign rewarding tasks and track progress and achievements. Implement fair pay and rewarding incentives for boosting productivity.
Plan and Document Agreements: Create important documents and agreements to maintain a written record of settlements and compensation distributions. Keep and manage all documentation from a single place.
Compensation Statement Calculation: Present the total benefits offered to an employee on an annual basis in the form of a compensation statement using the compensation statement calculator. Eliminate the process of manually re-entering data or making updates.
Splits and Overrides: Use the splits and overrides feature to avoid any errors in commission calculation.
Commission and Incentives Planner: Use the commission estimator to decide the right commission for each role by comparing market standards.
Commission Contract Management: Create and send new employee-specific compensation plans when teams grow.