CaptivateIQ

Modern sales commission and incentive compensation management platform

by CaptivateIQ · Compensation & Benefits

Executive Summary

CaptivateIQ is an enterprise incentive compensation management (ICM) platform designed to simplify and automate commission calculations, plan modeling, and payouts. Built with its proprietary SmartGrid calculation engine, CaptivateIQ combines spreadsheet-like flexibility with enterprise-grade data management and workflow automation. The platform integrates directly with CRM, ERP, HRIS, and payroll systems, enabling real-time data ingestion and bi-directional synchronization. Sales reps receive transparent, real-time commission statements directly within tools like Salesforce or via mobile devices, while compensation administrators and finance teams gain audit trails, approval workflows, and scenario modeling capabilities.

Use Cases

  • Automating complex multi-tier sales commission and quota calculations
  • Designing and modeling compensation plans with visual rule builders
  • Providing sales reps with transparent, real-time commission tracking and payout forecasts
  • Streamlining payout approval workflows and payroll integrations

Features

Visibility

  • Real-Time Commission Tracking: Empower sales reps to see earned payouts, pipeline forecasts, and attainment in real time.
  • Embedded Salesforce Experience: Allows reps and managers to review statements and submit inquiries without leaving Salesforce.

Intelligence

  • SmartGrid Modeling: Enables complex plan logic using intuitive spreadsheet-like formulas and visual dependencies.
  • What-If Scenario Modeling: Simulate commission scenarios and plan adjustments to evaluate budget impacts before launch.

Support

  • Implementation Partner Ecosystem: Access to certified system integrators and specialized compensation implementation consultants.
  • Dedicated Customer Success: Dedicated support and comp design advisory for enterprise deployments.

Technical Specifications

Architecture
Cloud-native multi-tenant SaaS architecture powered by the SmartGrid calculation engine
Deployment
SaaS
Authentication
SSO/SAML, MFA, OAuth/OIDC
API Available
Yes
MCP Server
No

Infrastructure

  • AWS

Integrations

  • Salesforce
  • HubSpot
  • NetSuite
  • Workday
  • ADP Workforce Now
  • BambooHR

Security & Compliance

Certifications: SOC 1, SOC 2

Encryption: Data is encrypted in transit using TLS 1.2+ and at rest using AES-256 encryption

Pricing

Model
Per-seat subscription based on payees, plan complexity, and integration requirements
Starting Price
Contact sales
Target Customer
Mid-Market,Enterprise
Contract Type
Annual
Free Trial
No

Ratings & Reviews

G2: 4.7/5/5 · Capterra: 4.7/5/5

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