CaptivateIQ

Build faster with confidence. Quickly troubleshoot formulas, search documentation, optimize plans and improve payee visibility with natural language queries and intelligent suggestions.

ML-powered models to score accounts, predict quota attainment and identify payout anomalies based on historical performance and trends.

Real-time scenario modeling for planning and incentives to make faster decisions.

Pulls actual sales data from connected CRM systems, applies custom compensation rules to each deal, and generates real-time payout statements.

Build and adapt compensation logic without requiring services or IT involvement.

Supports bonuses and Special Performance Incentive Funds in compensation plans.

Supports draw structures in compensation plan configurations.

Define and apply eligibility rules for compensation plans.

Automates commission calculations with precision and transparency. Build any commission plan, give payees real-time visibility into earnings and ensure incentives drive desired outcomes.

Supports compensation plan structures including tiers and accelerators.

Data modeling engine that ingests data from any source and transforms it in real-time, ensuring every model and calculation is built off a clean, up-to-date dataset.

Scenario modeling with AI Assist to guide plan creation.

Handle compensation plan complexity with ease using logic-based workbooks.

Balance workloads and ramp times while ensuring quotas are achievable and aligned with business goals. Compare scenarios to get the right people in seat to hit targets.

ASC-606 revenue recognition reporting available as an add-on subscription.

Turn planning and incentives data into actionable insights. Track performance trends, identify top performers, and understand what drives results with advanced reporting and real-time dashboards.

Build and manage territories that drive results. Automatically assign accounts, optimize opportunities across reps, and adapt boundaries as business evolves with clear alignment across sales and operations.

Customer data is isolated and protected to meet enterprise security requirements.

Enterprise-grade encryption protecting data at rest and in transit.

Role-based access control to restrict data access based on user roles.

Annual independent audits for SOC 1 and SOC 2 compliance for data security.

Dedicated customer success and support representatives for questions and troubleshooting.

In-house product solutions experts guide implementation from onboarding to go live.

Multiple managed services options with three tiers of support, including guaranteed 24-hour response times.

Instructor-led, self-paced eLearning and certifications to educate and enable teams.

Payees and leadership get real-time visibility into commission earnings and calculations.