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Unlock performance with commissions transparency
CaptivateIQ’s rep experience gives sales teams enhanced visibility into past, current and future earnings, so they can minimize shadow accounting, increase productivity, and drive results.
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Clear and comprehensive reporting
With customizable statements and dashboards, reps can trace their commission calculations and understand them in context — inspiring trust in their payouts and eliminating shadow accounting.
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Intuitive homepageGive your reps a jumping-off point into their commissions with an engaging dashboard that surfaces the insights they need to stay ahead.- Customizable pay statementsOur automated, customizable, and engaging statements give reps peace of mind that their pay is accurate, and offer more clarity into calculation details with visualizations and data tables.
- Plan documents always at your fingertipsProvide your reps with easy access to their plan agreements so they can feel clear and confident in what to expect. Reduce payout disputes and friction.
- Summarize plans with AIAutomatically analyze complex compensation plans and generate clear, concise summaries.
Boost motivation with transparency
93%
of reps spend time recalculating their compensation statements to validate them
82%
of reps agree having visibility into potential earnings on new deals would significantly improve motivation
Performance insights that motivate
CaptivateIQ gives reps real-time access to their commissions with interactive tools to keep driving results and minimize rep turnover.
- What-if earnings calculatorWhat-if earnings calculator: Motivate reps.
AI Payee Coach: Tailored coaching enhances transparency. - Attainment leaderboardsDrive healthy competition and inspire your teams through out-of-the-box attainment metrics and leaderboards.
- Custom dashboardsKnowledge is power when it comes to performance. Equip your sales team with even greater insight into their performance with fully customizable dashboards.
- Team performance insights for managersGive managers real-time insights and analytics so they can identify areas for improvement, optimize team performance, and coach reps to success.
>6.25
Trillion real-time calculations/month
SmartGrid™ powers ultra-fast calculations at scale so you can keep your commission process moving.
Simplify collaboration to increase productivity
Let your reps stay laser-focused on selling with tools that simplify their commission-related to-do’s.
- Centralized task managementGive reps easy access to their commission tasks like payout reviews and open inquiries directly from their landing page, so they always know when the ball is in their court.
- Robust approval workflowSet up automated, multi-level approvals that get emailed directly from our system, helping to ensure reps get paid accurately and on time.
- Fast dispute resolutionEase the dispute resolution process and refocus everyone on what drives business results.
Purpose-built features
and functionality
With innovation and design top-of-mind, CaptivateIQ has built a suite of features and functionality that can make commissions 10x better for businesses of all sizes.
Sales rep experience
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Payee coach
(CaptivateIQ Assist)- Real-time visibility
- Detailed payout statements
- Calculation tracing
- What-if earnings calculator
- Task management
- Dispute resolution
- Payout reviews
- Attainment leaderboards
- Plan documents
- Payout trends
- Dashboards
- Email notifications
- Mobile optimization
- Salesforce iFrame
Manager experience
- My Team view
- Team leaderboard
- Team payouts
- Team documents
- Dispute resolution
- Approval workflow
- Coaching dashboards
- Smart hierarchy visibility
