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Planning and incentives in sync.
Bring capacity, quotas, territories, and incentives together in a single AI-infused workspace built for agility, alignment, and scale.
adapt.
One AI-infused platform
from planning to payout.
From setting objectives to calculating payouts, everything you need to plan, execute, monitor, and adapt tightly integrated sales and incentive compensation strategy. All without relying on services or IT.
Work off a single source of truth for incentives and planning. Ingest data from any source and transform it in real-time with the SmartGrid ELT modeling engine. Ensuring every model and calculation is built off a clean, up to date dataset.
Explore this CapabilityAutomate commission calculations with precision and transparency. Build any commission plan, give payees real-time visibility into earnings and ensure your incentives are driving desired outcomes.
Explore this CapabilityBalance workloads and ramp times while ensuring quotas are both achievable and aligned with business goals. Compare scenarios to get the right people in seat to hit targets.
Explore this CapabilityBuild and manage territories that drive results. Automatically assign accounts, optimize opportunities across reps, and adapt boundaries as your business evolves—all with clear alignment across sales and operations.
Explore this CapabilityTurn 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 that inform strategic decisions.
Explore this CapabilityForecast outcomes before they happen. Use ML-powered models to score accounts, predict quota attainment and identify payout anomalies based on historical performance and trends.
Explore this CapabilityBuild faster, with confidence. Quickly troubleshoot formulas, search documentation, optimize plans and improve payee visibility with natural language queries and intelligent suggestions.
Explore this CapabilityRevenue resilience,
delivered.
You need strategy that grows stronger when things change. That's revenue resilience, and it's built into CaptivateIQ.
CaptivateIQ
is built for agility.
Legacy tools weren’t designed for speed or adaptability. We built CaptivateIQ to make incentive compensation management and planning painless and wildly effective.
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One source of truth from capacity planning to payouts
- Clean, up-to-date dataset powered by SmartGrid
- Connected modeling across planning and incentives
- Single source-of-truth across finance, sales ops and compensation
- Real-time commission visibility for payees and leadership
Plan for anything, pivot anytime
- Logic-based workbooks handle compensation plan complexity with ease
- No-code calculation engine to build & adapt without services
- Guided plan-building and scenario modeling with AI Assist
Make better decisions, faster
- Real-time scenario modeling for planning & incentives
- End-to-end reporting out of the box
- Custom predictive ML models including forecasting and anomaly detection
Helping operations teams
run smarter and move faster.
Complexity,
meet simplicity.
No more crashing Excel files or unmet promises from professional services. Tackle even the most complex sales and compensation plans with speed and confidence.
Scale with SmartGrid
Having firsthand experience with the pain of commissions, our founders built a modern modeling experience. With our SmartGrid™ ELT & calculation engine, you can model plans and calculate commissions at scale.
Get up and running － fast
Quickly model and test incentives, capacity, territories and quota in real-time without breaking the bank. Launch in as little as two weeks to three months.
Stay in the driver’s seat
CaptivateIQ’s no-code platform pairs flexibility with ease of use for all your incentive and planning needs. Create reports, test plan changes, and manage incentive compensation with just a few clicks — no technical expertise necessary.
Comprehensive security and compliance
Protecting your sensitive data is our top priority. Our compliance program meets industry-leading information security standards, undergoing annual independent audits for SOC 1 and SOC 2 compliance.
We built it because we lived it. Now we’re sharing what we know.
CaptivateIQ started when a few ops leaders hit their limit with broken corp spreadsheets and legacy tools. Now, we help hundreds of companies build better plans, pay accurate commissions, and grow with confidence. Explore insights from the front lines of compensation and planning.
Learn MoreFrequently asked questions
CaptivateIQ automates commissions by pulling actual sales data from connected CRM systems, applying custom compensation rules to each deal, and generating real-time payout statements. Commission plans are defined using a visual modeling engine called SmartGrid and stay continuously in sync with closed revenue as data updates.
Plans can include:
- Tiers and accelerators
- Bonuses and SPIFs
- Draw structures
- Eligibility rules
SmartGrid handles these structures at scale, so teams can update logic, test scenarios, and maintain accuracy as plans evolve.
Over 800 companies use CaptivateIQ to manage sales planning and incentive compensation because the platform supports complex plans with high accuracy, flexibility, and transparency. CaptivateIQ replaces manual spreadsheets and rigid legacy tools with automated calculations, real-time visibility, and scalable governance across sales organizations.
The primary advantage of using CaptivateIQ is the ability to manage complex compensation and planning workflows without heavy IT involvement. The platform combines flexibility, automation, and auditability to support accurate payouts and confident decision-making at scale.
CaptivateIQ’s incentive management is unique because it allows compensation logic to be modeled visually while maintaining full traceability from source data to payout. This approach enables rapid plan changes without sacrificing accuracy or control.
CaptivateIQ ensures data security through enterprise-grade controls including SOC 2 compliance, encryption at rest and in transit, and role-based access permissions. These safeguards protect sensitive sales, compensation, and employee data across the platform.
CaptivateIQ pricing is structured based on the number of payees, compensation complexity, and required integrations. Pricing is typically tailored to the scope and requirements of each organization’s sales compensation programs.
Real-time reports provide immediate visibility into performance, attainment, and expected payouts as sales activity occurs. This visibility helps organizations identify issues earlier and make faster, more informed planning and compensation decisions.
Yes. CaptivateIQ integrates with Salesforce, HubSpot, NetSuite, Workday, and other source systems to automate data flow and reduce manual work. APIs and data import options allow additional customization. More information on integrations can be found here.
CaptivateIQ ensures data security through enterprise-grade controls including SOC 2 compliance, encryption at rest and in transit, and role-based access permissions. Customer data is isolated and protected to meet enterprise security requirements.
CaptivateIQ pricing is based on company size, compensation complexity, and the modules in use, such as commissions and sales planning. Pricing is typically customized to align with organizational requirements.
Companies choose CaptivateIQ for its flexibility, accuracy, and ability to support complex compensation plans without heavy IT dependency. The platform enables rapid plan changes while maintaining transparency and control at scale. Learn how top enterprise businesses have decreased the time they spend on commissions by 75% here.
