Take the stress out of commission software
Simplify commission management from start to finish. CaptivateIQ's commission calculation software handles no-code data management, automated calculations, and unmatched flexibility.
Spreadsheets break every planning cycle
Every quarter starts with the same chaos — copying last year's spreadsheet, manually updating headcount, and hoping the formulas still work. One wrong cell means territories are unbalanced and quotas are unfair.
Capacity, quota, and territory live in silos
Your sales capacity management lives in one model, territories in another, and quotas in a third. Changes don't flow between them. By the time plans align, the quarter's already started.
Mid-year changes derail everything
A rep leaves, a territory shifts, a product launches — and your entire plan needs to be rebuilt from scratch. Most sales planning tools aren't built for the pace mid-market teams actually move at.
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. CaptivateIQ's sales capacity management and planning tools connect headcount to revenue targets automatically.
- Build Capacity Plans
Model the right hiring & ramp strategy to meet your targets.
- Optimize with AI-Generated Scenarios
Simulate and identify the best path forward with AI-generated scenarios for your sales capacity planning.
- Monitor Coverage Continuously
Continuously 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. A critical step in any sales planning process.
- Set Quotas with Policy Logic
Generate fair, consistent quotas by factoring in role, ramp, and rules.
- Refine with Real-World Data
Adjust quotas using performance trends and TAM-driven insights.
- Close the Loop with Execution
Sync quotas to compensation plans and track attainment in real time.
CaptivateIQ vs. the alternatives for sales planning
What actually matters when choosing sales planning software for mid-market teams.
Spreadsheets
- Capacity, territory, and quota in separate files
- One wrong formula = unfair quotas
- No scenario modeling or what-if analysis
- Mid-year changes mean rebuilding from scratch
- No audit trail or version control
Legacy Commission Software
- 6–12 month implementation cycles
- Disconnected from incentive compensation
- Every change needs a consultant
- Too rigid for mid-market agility
- Expensive — and you still don't own it
CaptivateIQ
- Capacity, territory, and quota in one platform
- Connected to incentive compensation
- AI-powered scenario modeling
- Your team makes changes — no consultant needed
- Go live in weeks with full audit trail
- You own it completely — no ongoing fees
Ready to upgrade your sales planning?
Talk to our sales performance experts to learn how CaptivateIQ connects your entire planning process — from capacity to quota to territory.
Assign equitable territories that drive performance
Build balanced, data-driven territories that boost equity, coverage, and seller potential. A key pillar of effective sales planning.
- Connect and Prepare Your Data
Connect and prepare your data seamlessly from any internal or external source.
- Build and Refine Territory Plans
Design and optimize territory plans tailored to your business needs, and distribute accounts accordingly.
- Align Teams Around a Single Source
Keep teams aligned with real-time access to plans for reviews, comments, changes, and approvals, all from a centralized planning source.
Hear from customers modernizing their commissions program
This additional time frees up space for analysis to see how our sales teams are being commissioned, if they’re being commissioned the right way, bringing the right revenue… I can ensure that our plans are really designed to be aligned with our company goals.
Automating our commissions process has saved us money [and] drastically reduces the amount of revenue loss due to errors. It takes a day to calculate and another day to check for errors.
CaptivateIQ has freed up my time… I’m now able to make more informed decisions around commission payouts and manage spend better.
I see CaptivateIQ scaling with our plans because the functionality within the system allows us to grow as the company grows. [CaptivateIQ] was much more flexible than any other commission system… we’ve put our full confidence behind CaptivateIQ.
I wanted a solution that could scale with our org. One that would allow us to make the changes without professional services. The solution also needs to be easy for end-users to leverage and see transparency in their commission calculations.
For finance and revops folks, the CaptivateIQ spreadsheet-like interface and formulas experience relies on a much more familiar skill set than a black box coded solution. This inevitably lowers our TCO, because I can manage changes myself, instead of relying on engineers.
From "we need this" to fully live — in under two months.
Weeks 1–2:
We learn your setup
We map how commissions work today, what systems hold your data, and what needs to be built.
Weeks 3–5:
We build and test it
Your plans are recreated in CaptivateIQ and run side-by-side with your current process to verify every number.
Weeks 6–8:
Your team takes over
We train your team, go live, and hand the keys to you. You run it independently from here.
We've heard every reason to wait. Here's the straight answer to each.
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 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.
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.
Your home for Sales Performance Management
CaptivateIQ streamlines your entire sales process — from sales 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.
CaptivateIQ Planning
Connect the dots between headcount, coverage, and quota for smarter sales planning. Sales capacity management and planning, territory carving, and quota setting — all in one place.
CaptivateIQ Incentives
Automate commissions, motivate sellers, and captivate your business. Deliver a better Return on Incentives.
Works with the tools you already use.
Connects to your sales, finance, and HR software — commission data is always accurate and up to date, automatically.
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Your data is safe — and we can prove it.
Independently audited every year. Your finance team will have everything they need for compliance reviews.
- Annual SOC 1 security audit — independently verified
- Annual SOC 2 security audit — independently verified
- Audit reports available on request via Trust Center
- Role-based access — only the right people see sensitive data
Simplify your sales planning with CaptivateIQ
Talk to our in-house experts to learn how you can level up your sales planning process with CaptivateIQ. We'll model your actual plan structure live.
- We model your actual plan structure live — bring your toughest edge cases
- You see exactly what your sales reps will see
- We show which of your current tools we'll connect to
- You leave with a realistic start date — before you commit to anything
- Zero obligation — most teams just want to see if it's real
Takes 30 seconds. We'll reach out same or next business day.
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