CaptivateIQ

CaptivateIQ is sales commission and sales planning software for incentive compensation, quota and territory planning, reporting, and payout workflows. SmartGrid models plans and calculates commissions in real time.

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Overview

CaptivateIQ is sales commission and sales planning software designed to manage incentive compensation from planning through payout. The platform combines compensation modeling, commission calculations, quota and territory planning, reporting, and AI-assisted workflows in one system.

At the center of the product is SmartGrid, CaptivateIQ’s ELT and calculation engine. It is used to ingest data, model plans, and process complex calculations in real time so compensation teams can keep plans current, give payees visibility into earnings, and adapt to changes without relying heavily on services or IT.

Features

SmartGrid ELT and calculation engine

Use SmartGrid, the proprietary ELT and calculation engine, to manage data, model compensation logic, and calculate payouts in real time at scale.

Incentive compensation management

Build and adjust incentive compensation plans with no-code modeling, real-time updates, and support for tiers, accelerators, bonuses, SPIFs, draws, and eligibility rules.

Sales planning and quota setting

Plan quotas, capacity, and territory coverage with scenario modeling that helps teams compare options before making decisions.

Territory management

Assign accounts and optimize territory boundaries as business needs change, with alignment across sales and operations.

Reporting and analytics

Turn compensation and planning data into dashboards and reports that track performance trends and support decision-making.

AI assistance for planning and payees

Use AI-assisted workflows for troubleshooting formulas, searching documentation, optimizing plans, and answering payee questions in plain language.

Use Cases

Commission operations teams
Model and update commission plans with rules such as tiers, accelerators, bonuses, draws, and eligibility conditions, then calculate payouts from connected sales data.
Sales planning teams
Set quotas, capacity targets, and territory scenarios, then compare outcomes before choosing a plan that fits business goals and workload balance.
Revenue leaders and payees
Give sellers real-time visibility into earnings, explain payout statements in plain language, and reduce back-and-forth over commission questions.
Finance and revenue operations teams
Track performance trends, build dashboards, and use reporting outputs to support compensation analysis and business decisions.
Organizations standardizing compensation processes
Implement the platform with in-house experts or partner support, then maintain workflows with training, managed services, and ongoing customer success.

Pros and Cons

Pros

Covers both incentive compensation and broader sales planning workflows.
SmartGrid supports real-time modeling and high-volume calculation workflows.
No-code tools reduce dependence on services or IT for plan changes.
Provides reporting, dashboards, and payee visibility in the same platform.
Offers implementation support plus partner-led services and training options.

Cons

Pricing is customized and not published as a simple public rate card.
Some capabilities, such as ASC-606 reporting and managed services, are offered as add-ons or support tiers.
The source material does not provide a full integration catalog, so compatibility details are incomplete.

FAQ

How does CaptivateIQ automate commissions?

CaptivateIQ automates commissions by pulling sales data from connected systems, applying custom compensation rules, and generating payout statements in real time. The SmartGrid visual modeling engine is used to define and update plans.

How is CaptivateIQ priced?

Pricing is customized based on the number of payees, the complexity of compensation plans, and the integrations required. The pricing page also describes a seat-based model with a one-time setup fee.

Does CaptivateIQ include reporting?

Yes. The pricing page says reporting is included with the subscription, and ASC-606 reporting is available as an add-on subscription.

What support options are available?

CaptivateIQ offers implementation support, managed services options, and partner-led support. The pricing page says basic support includes 24-hour response times.

Can CaptivateIQ be implemented with a partner?

Yes. The homepage and pricing page both indicate that CaptivateIQ works with partners and can be implemented with external solutions experts.

Quick Facts

Category: Sales commission management software
Primary use: Incentive compensation and sales planning
Core engine: SmartGrid ELT and calculation engine
Pricing model: Custom quote with seat-based pricing elements
Website: captivateiq.com
Deployment: Cloud software

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