Forma.ai vs Palette
Forma.ai
forma.aiPalette
palettehq.comSide by side
| Figure | Forma.ai | Palette |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 3 | 3 |
| Spec score · Commission Software | 8.2 (#1) | 6.9 (#13) |
| Spec score · Sales Compensation Software | 8.0 (#3) | 6.9 (#22) |
| Headquarters | Toronto, Ontario, Canada | 6 avenue Halphen, 92410 Ville-d’Avray, France |
| Integrations | Forma.ai advertises more than 200 pre-built integrations for CRM, ERP, HRIS and other sources; another product page states 600+ available integrations. | Listed integrations include Salesforce, HubSpot, Pipedrive, Stripe, QuickBooks Online, Snowflake, Google BigQuery, MySQL, Microsoft SQL Server, Google Sheets, and CSV. |
| Product | Forma.ai is AI-powered enterprise sales compensation software combining sales planning with incentive compensation. | Palette integrates with business systems to automate sales commission plans. |
| Security | Security controls include vulnerability management, user authentication checks, third-party penetration testing, and encryption for data at rest and in transit. | Palette says it is SOC-2 Type 2 compliant and makes the related document available upon request. |
| Support | Forma.ai lists phone support at +1 (833) 367-6224 and email support at [email protected]. | The maker says all clients receive white glove support through email, live chat, or Slack; the Scale plan lists live chat and Enterprise lists a dedicated Slack channel. |
Plans
Forma.ai
- AI-ConfiguratorPriced on request
- CompOps PlatformPriced on request
- Onboarding & ImplementationPrice not published
In their own words
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.
Palette
Palette is a web platform that connects business systems to automate sales commission plans. Plans can use CRM information about opportunities, engagement, deals, invoices, and meetings. Users can define conditional payout schedules that separate commission calculation from payment, compare plans, and use templates for common plan types. Administration includes manual data overwrites, comments on changes, and commission splits. Monthly statements can be exported to payroll software. Listed integrations include Salesforce, HubSpot, Pipedrive, Stripe, QuickBooks Online, Snowflake, Google BigQuery, MySQL, Microsoft SQL Server, Google Sheets, and CSV. Palette says its databases run on AWS in France, with encryption at rest and TLS/SSL in transit, and that it is SOC-2 Type 2 compliant. Support is offered by email, live chat, or Slack. Starter, Scale, and Enterprise plans have unlisted prices; implementation fees vary by plans and use case.