CaptivateIQ
captivateiq.com
What it is
CaptivateIQ is a sales performance management platform for compensation, planning and AI. It automates commission calculations and gives payees real-time visibility into earnings. Teams can manage sales capacity, quotas, territories, bonuses, approvals, payouts and plan simulations. Reporting includes real-time dashboards and compensation reports, while predictive modeling forecasts quota attainment and identifies payout anomalies. Assist AI accepts natural-language questions for troubleshooting formulas, searching documentation and optimizing plans. CaptivateIQ is available through web and API platforms, with integrations including Salesforce, HubSpot, NetSuite, Workday and Snowflake, plus an open API for custom connections. Customer reporting is included with the subscription; ASC 606 reporting is an add-on subscription. Data uses TLS 1.2 or higher in transit and AES-256 encryption at rest. CaptivateIQ says it completes annual SOC 1 and SOC 2 audits, with reports available by request. Pricing is a custom quote with per-seat pricing and a one-time setup fee based on payees, compensation complexity and integrations. Implementation may take two weeks to three months, and there is no free plan.
Spec sheet
- Purpose
- CaptivateIQ is a sales performance management platform for compensation, planning, and AI.Read 29 Sep 2026 · captivateiq.com
- Intended users
- The platform is presented for compensation analysts and teams working across finance, sales operations, and compensation.Read 29 Sep 2026 · captivateiq.com
- Integrations
- Listed integrations include Salesforce, HubSpot, NetSuite, Workday, Snowflake, and an open API for custom integrations.Read 29 Sep 2026 · captivateiq.com
- Security
- The security policy states that customer data in transit uses TLS 1.2 or higher and data at rest uses AES-256 encryption.Read 29 Sep 2026 · captivateiq.com
- Compliance
- CaptivateIQ says it completes annual audits against SOC 1 and SOC 2 security requirements; audit reports are available by request.Read 29 Sep 2026 · captivateiq.com
- Support
- Pricing information describes three support tiers and guarantees a response within 24 hours at the basic support level.Read 29 Sep 2026 · captivateiq.com
- Headquarters
- San Francisco, California, USARead 23 Sep 2026 · captivateiq.com
- Founded
- 2017Read 23 Sep 2026 · captivateiq.com
- AI assistant
- Assist AI supports natural-language queries to troubleshoot formulas, search documentation, and optimize plans.Read 29 Sep 2026 · captivateiq.com
- Analytics
- Reporting and analytics include real-time dashboards, while predictive modeling can forecast quota attainment and identify payout anomalies.Read 29 Sep 2026 · captivateiq.com
- ASC 606
- ASC-606 reporting is available as an add-on subscription.Read 29 Sep 2026 · captivateiq.com
- Commission management
- It automates commission calculations and provides payees real-time visibility into earnings.Read 29 Sep 2026 · captivateiq.com
- Implementation
- CaptivateIQ says implementation can take as little as two weeks to three months.Read 29 Sep 2026 · captivateiq.com
- Planning
- The platform includes sales capacity and quota planning and territory management.Read 29 Sep 2026 · captivateiq.com
- Reporting cost
- Customer reporting is included with the subscription at no extra charge.Read 29 Sep 2026 · captivateiq.com
Plans and prices
Strong points and limits
Strong points
- Automates commission calculations
- Real-time earnings visibility for payees
- Quota, territory and capacity planning
- Predictive modeling for attainment and anomalies
- Customer reporting included in subscription
Limits
- No free plan
- Custom pricing includes a one-time setup fee
- ASC 606 reporting costs extra
- Implementation can take up to three months
Who it suits
It suits compensation analysts and teams across finance, sales operations and compensation that need automated commissions, planning and payout visibility. Organizations needing ASC 606 reporting should account for its separate add-on subscription.
Verdict
CaptivateIQ covers commission processing, planning, analytics and AI assistance for compensation teams. Its integrations and reporting are clearly defined, while pricing, implementation time and the ASC 606 add-on require planning.
Where Specifiction places it
- Commission Software#6 of 177.6
- Sales Commission Software#14 of 307.6
- Incentive Compensation Management Software#15 of 307.6
- Sales Compensation Software#14 of 277.5
- Quota Management Software#13 of 257.6
- Revenue Operations Software#14 of 267.5
- Revenue Planning Software#16 of 267.5
- Sales Capacity Planning Software#13 of 187.5