4.7/5  on  G2  · 800+ customers
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You deserve a sales performance management process that actually works.

CaptivateIQ brings sales planning and incentive compensation together in one AI-infused platform, so you can move faster, stay aligned, and adapt without relying on IT or services.

  • Go live in 4–8 weeks with a clear rollout plan — no surprises
  • Update compensation rules directly — no IT, no consultants, no waiting
  • Reps see what they'll earn as deals close — disputes drop immediately
  • 4 seconds to calculate 20M+ transactions with SmartGrid™

In 30 minutes, we'll map your process and show your team what’s possible.

WHY TEAMS SWITCH

Too slow to adapt

When plans change, most teams are stuck with manual work or technical dependency. CaptivateIQ gives teams more direct control to make updates faster.

Poor rep visibility

Reps need to see what they’re earning in real time. Without that visibility, questions pile up and trust breaks down.

Disconnected planning and incentives

When planning and compensation live in separate tools, every change is slower, harder to trust, and harder to roll out.

Why teams switch their sales performance management to CaptivateIQ

Plan better. Pay accurately. Stop dreading month-end.

"Makes complex tasks simple." — Forrester Wave™ Q1 2025
90%
Less time spent managing commissions

Manual work that used to take days now runs automatically, so you get time back every month.

6x
Faster plan updates

Make changes to commission plans and bonus structures in hours, not weeks — without relying on IT or consultants.

60
Hours saved each month

When reps can see what they’re earning in real time, you spend less time answering questions and resolving disputes.

"I wanted a solution that could scale with our org — one that lets us make changes without bringing in professional services every time."
Michael D. — Director of RevenueOperations
Gong
"I see CaptivateIQ scaling with our plans as the company grows. We've put our full confidence behind it."
Zain M. — Lead Sales Compensation Admin
Intercom
"The extra time CaptivateIQ frees up means I can make sure our plans are actually designed to hit our company goals."
Alex W. — Financial Analyst
Showpad
COMMON CONCERNS
"Our sales performance management process is too complex to automate."

CaptivateIQ is built for complex sales performance management, bringing territory carving, quota setting, capacity modeling, and incentive compensation into one AI-infused workspace. Shared models keep planning and incentives aligned, reducing manual handoffs and carrying plans from strategy to payout. From multi-tier quotas to custom accelerators, CaptivateIQ gives teams the flexibility to manage complex plans without relying on disconnected tools.

"We change how we pay reps constantly."

CaptivateIQ is built for teams that need to adapt. With flexible, no-code modeling for planning and incentives, teams can update plans, test changes, and keep compensation aligned as the business evolves — without rebuilding everything in spreadsheets.

"We've had bad data cause wrong payouts before."

CaptivateIQ pulls data directly from the systems your team already relies on — including CRM, ERP, HRIS, data warehouses, and more — so there’s no manual copying or uploading. Every calculation is tied back to the source, making it easier to trace issues, catch errors earlier, and pay with more confidence. CaptivateIQ is also independently security-audited every year.

"Our reps won't trust another new tool."

CaptivateIQ helps build trust with clear earnings visibility, transparent statements, and plan-aware explanations that show what changed and why — so reps spend less time double-checking payouts and more time selling.

"Our last software implementation was a nightmare."

CaptivateIQ gives teams a clear implementation plan, hands-on support, and a faster path to go-live — so rollout feels structured, not disruptive.

Live in 4-8 weeks
No surprises. A clear rollout plan, guided onboarding, and a team that can manage CaptivateIQ confidently from day one.
1-2

Weeks 1–2:
Learn your setup

We map how your plans work today, review your data sources, and align on what needs to be built.

3-5

Weeks 3–5:
Build and test

We configure your plans in CaptivateIQ and validate the logic against your current process, so every number ties out before launch.

6-8

Weeks 6–8:
Train and go live

We train your team, support launch, and help you run your first cycle so you can manage the platform with confidence.

Get a custom demo
You’ll leave your first call with clarity.
No vague "it depends" answers — a real plan and next steps before you commit to anything.
PLATFORM

One source of truth from planning to payouts

Clean, up-to-date data powered by SmartGrid, connected modeling across planning and incentives, and real-time visibility for payees and leadership.

Plan for anything, pivot anytime

Use no-code modeling to handle compensation complexity, adapt without services, and build faster with guided plan-building and AI Assist.

Make better decisions, faster

Run real-time scenario modeling, use end-to-end reporting, and apply predictive ML to forecast outcomes and detect anomalies earlier.

INTEGRATIONS

Works with the systems you already use.

Connect CRM, ERP, HRIS, data warehouses, and more so planning and incentives run on one clean, up-to-date dataset — without manual uploads or CSV exports.

SECURITY & COMPLIANCE

Enterprise-grade security and compliance, built in.

Protect sensitive sales, compensation, and employee data with annual SOC 1 and SOC 2 audits, encryption at rest and in transit, role-based access, and audit documentation available through the Trust Center.