CaptivateIQ vs Forma.ai
CaptivateIQ
captivateiq.com
Forma.ai
forma.aiSide by side
| Figure | CaptivateIQ | Forma.ai |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | — |
| Plans published | 1 | 3 |
| Spec score · Commission Software | 7.6 (#6) | 8.2 (#1) |
| Spec score · Sales Commission Software | 7.6 (#14) | 8.0 (#5) |
| Spec score · Sales Compensation Software | 7.5 (#14) | 8.0 (#3) |
| Spec score · Quota Management Software | 7.6 (#13) | 8.2 (#6) |
| Spec score · Revenue Operations Software | 7.5 (#14) | 8.0 (#8) |
| ASC 606 | ASC-606 reporting is available as an add-on subscription. | Forma supports ASC 606 reporting with amortization schedules, true-ups and finance exports. |
| Compliance | CaptivateIQ says it completes annual audits against SOC 1 and SOC 2 security requirements; audit reports are available by request. | Forma.ai says it undergoes annual certifications and audits for SOC 1 and SOC 2 compliance. |
| Headquarters | San Francisco, California, USA | Toronto, Ontario, Canada |
| Integrations | Listed integrations include Salesforce, HubSpot, NetSuite, Workday, Snowflake, and an open API for custom integrations. | Forma.ai advertises more than 200 pre-built integrations for CRM, ERP, HRIS and other sources; another product page states 600+ available integrations. |
| Security | The security policy states that customer data in transit uses TLS 1.2 or higher and data at rest uses AES-256 encryption. | Security controls include vulnerability management, user authentication checks, third-party penetration testing, and encryption for data at rest and in transit. |
| Support | Pricing information describes three support tiers and guarantees a response within 24 hours at the basic support level. | Forma.ai lists phone support at +1 (833) 367-6224 and email support at [email protected]. |
Plans
Forma.ai
- AI-ConfiguratorPriced on request
- CompOps PlatformPriced on request
- Onboarding & ImplementationPrice not published
In their own words
CaptivateIQ
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.
Forma.ai
Forma.ai is AI-powered enterprise sales compensation software that combines sales planning and incentive compensation. Its platform brings territory planning, quota setting, and incentive programs into one data platform. Users can configure incentive structures with AI-powered tools and guided templates without technical skills, then test changes through financial modeling and deploy modeled changes instantly. The platform can ingest, validate, clean, and transform data from an unconstrained number of sources; its homepage states it has 600+ pre-built integrations. Automated workflows cover compensation tasks, approvals, exceptions, and disputes. Reporting includes payee and performance results, accruals, commission amortization, compensation budgets, and performance forecasts. Forma.ai describes the product as built for complex go-to-market organizations and global enterprises. It says it undergoes annual SOC 1 and SOC 2 certifications and audits, and lists controls including encryption at rest and in transit. Pricing is available through tailored proposals; onboarding and implementation are a one-time fee. Forma AI is also available as an Android app.