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Find out why Revops Leaders choose CaptivateIQ over FullCast
60+ hours/month saved- 10% more productive sellers
- 8,000+ unique plans supported
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Customers consistently call out value as the reason for selecting the solution because of its ability to make complex tasks simple.
Named a Leader in “The Forrester Wave: Sales Performance Management Solutions For Incentive Compensation, Q1 2025"
Your home for Sales Performance Management
CaptivateIQ streamlines your entire sales process — from planning and execution to performance optimization. Our modern Sales Performance Management platform integrates territory and quota planning, incentive management, and performance reporting, empowering you to efficiently hit targets and drive strategic growth.
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Automate commissions, motivate sellers, and captivate your business. Deliver a better Return on Incentives.
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Connect the dots between headcount, coverage, and quota for smarter sales planning.
Model headcount needs that align to your goals
Plan hiring and ramp with real-time visibility into coverage gaps and quotas to hit targets fast.
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Build Capacity PlansModel the right hiring & ramp strategy to meet your targets.- Optimize Capacity PlansSimulate and identify the best path forward with AI-generated scenarios.
- Monitor CoverageContinuously assess if you have the right people, in seat, at the right time.
Set and reconcile fair sales targets
Balance targets with seller input to build fair, achievable quota plans that drive performance.
- Set Quotas with Policy LogicGenerate fair, consistent quotas by factoring in role, ramp, and rules.
- Refine with Real-World DataAdjust quotas using performance trends and TAM-driven insights.
- Close the Loop with ExecutionSync quotas to compensation plans and track attainment in real time.
Assign equitable territories that drive performance
Build balanced, data-driven territories that boost equity, coverage, and seller potential.
- Connect and Prepare Your DataConnect and prepare your data seamlessly from any internal or external source.
- Build and Refine Territory PlansDesign and optimize territory plans tailored to your business needs, and distribute accounts accordingly.
- Align Teams Around a Single SourceKeep teams aligned with real-time access to plans for reviews, comments, changes, and approvals, all from a centralized planning source.
Hear from customers
With CaptivateIQ Planning, we've transformed how we manage territories and quotas—streamlining the entire process, optimizing our plans, and aligning our incentives for better results across the board.
Sales planning can make or break your year before it even starts. Utilizing the right tools to bring your sales strategy and processes to life is crucial for achieving our targets.
With CaptivateIQ, we’re able to better understand — What motivates our sales reps and how do customers’ purchase behavior change based on our own commissions structure? How does a change in commissions structure impact sales rep behavior and ultimately sales? What happens if we change how territories are assigned? What happens if we use a different quota multiplier? CaptivateIQ gave us insight into how we could achieve our revenue goals through effective commissions planning.
I can see exactly what happened in my territory and how much commission I got paid on each deal. The easiest commission statement to interpret in my 20 years in sales.
To quote both our enterprise leadership and our commercial leadership, this was the fastest most efficient, easiest territory carving session they've ever been in in their careers.
As a long-time CaptivateIQ Incentives customer, I've seen how they bridge the gaps of spreadsheets and legacy software for commissions, and am so excited to see them bring this same innovation and simplicity to sales planning.
Frequently Asked Questions
Most customers implement CaptivateIQ within a few weeks. Our intuitive, no-code setup and world-class services teams make the transition easy and fast.
We provide end-to-end support — from platform setup and plan configuration to ongoing guidance post-implementation. You'll have access to training resources, documentation, and dedicated help to ensure long-term success with our platform.
CaptivateIQ seamlessly integrates with your CRM, ERP, HRIS, and other systems through native connectors and open APIs built for customizability and scale. Easily pull in data from any source or format, and centralize and enrich data from disparate sources into one unified platform — a single source of truth ready for analysis.
Absolutely. Protecting your sensitive data is our top priority. CaptivateIQ maintains industry-leading information security standards and undergoes annual independent audits for SOC 1 and SOC 2 compliance. We also adhere to key data protection regulations, including GDPR.
CaptivateIQ leverages generative AI through its built-in solution, CaptivateIQ Assist, to enhance various aspects of incentive compensation management:
- Admin Co-Pilot: Streamlines administrative tasks, increasing efficiency by automating routine processes and reducing manual workloads.
- Payee Coach: Provides personalized guidance to sales representatives, boosting motivation and performance by offering tailored insights.
- Plan Advisor: Offers key insights to optimize incentive programs, enabling data-driven decisions to enhance overall effectiveness.
These AI-driven features integrate seamlessly into existing commission workflows, making managing commissions as simple as a conversation and giving your team the edge to improve performance.
CaptivateIQ offers a straightforward pricing model that includes:
- Per-Seat Pricing: A simple, per-seat pricing structure — including both admin users and payees — that remains stable over time, ensuring predictable and transparent costs.
- One-Time Setup Fee: A one-time setup fee designed to get your organization up and running quickly and efficiently.
This approach allows you to select the number of seats and integrations that best fit your needs, while we provide tailored implementation and top-rated support options.
Simplify Sales Planning with CaptivateIQ
Talk to our in-house experts to learn how you level up your Sales Planning process with CaptivateIQ.
