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Simplified Sales Planning and Territory & Quota Management, All in One Place
60+ hours/month saved- 10% more productive sellers
- <1 month to go live
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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"
The strategic sales planning solution
With our flexible, no-code platform, you can easily model complex territory & quota scenarios, centralize collaboration, and keep your teams aligned. CaptivateIQ Planning helps high-growth teams maximize their resources, increasing overall productivity and effectiveness.
Seamlessly connect your data
Bring all your data together in real-time with native connectors and APIs for CRM, ERP, HRIS, data warehouses, and more. Easily pull in data from any source or format, make adjustments, and streamline data cleanup — creating a single source of truth ready for analysis.
Optimize territory & quota plans
Effortlessly design, model, and refine territory & quota plans tailored to your business using our SmartGrid™-powered modeling engine. Clearly visualize your go-to-market strategy, quickly assign territories and quotas with flexible, rule-based assignments, and confidently assess the impact of different scenarios through robust analysis.
Align your teams
Centralize collaboration and communication, eliminating the clunky back-and-forth. Ensure secure access with robust permissions, foster focused discussions through integrated commenting, and seamlessly track changes — keeping your team informed, synchronized, and productive.
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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Simplify sales planning with a single solution to carve your territories, set realistic quotas, and align your teams.
Hear from customers modernizing their commissions program
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.
I'm a Sales Engineer, and my quota comprises multiple teams' quotas. I like seeing my next commission check total with complete detail on what individual deals make up that amount. I like seeing an estimated amount for next month's commission, which also allows me to plan my finances better.
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.
