# Page 5 | CaptivateIQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is CaptivateIQ the right Commission solution for you? Explore 873 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/182174/CaptivateIQ/reviews --- CaptivateIQ 4.8 (873) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 15th, 2026 # Page 5 - Reviews of CaptivateIQ ## Showing most helpful reviews Showing 101-125 of 873 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Elizabeth H. Surveyor Commercial Real Estate Used the software for: 2+ years ### "Reliable Contract Management Product" September 17, 2023 5.0 Pros What's good with the tool is that it offers you a change to manage all your contracts. You are able to know whe the contracts are ending and when to renew to contracts. I have found a tool to be effective and effective particularly when dealing with multiple contracts of different level. It's easy to use and flexible to fit the business needs. Cons No feature that I would wish to be improved in any way. It offers the best experience. Review Source MC Mari C. Financial Accountant Computer Software Used the software for: 1-2 years ### "Power, Flexibility, Increased Transparency, Automation" June 7, 2021 5.0 Pros We needed a tool that could integrate with our CRM and that could keep up with our frequent commission plan changes and is able to do that. The onboarding experience was great, ongoing support is great, and I truly feel like CaptivateIQ is a valued member of our commissions team and invested in our success. They're always open to user feedback and continue to roll out new features, improving the overall commission processing experience. Reps and management now have the latest commission data readily available and can focus on higher value add activities. Cons With flexibility comes complexity. Getting to know the backend of the platform took a bit of time, but if you're used to Excel and it's formulas the layout and tools are pretty intuitive. Review Source VR Verified Reviewer General Manager Technical Services APAC Information Services Used the software for: 6-12 months ### "CaptivateIQ meets our global Incentive payment requirements" June 4, 2021 5.0 has created reliability and greater visibility on both commission payments and simple and accurate commission reports for our employees. In the rare case there are any irregularities they can be quickly identified by the users in the portal and addressed by the finance team. Pros The simplicity and clarity of the incentives reporting has made life much easier for both the finance team and the sales and management teams. The level of integrations and the ability to support multiple currencies makes the system ideal for all our trading locations. Cons Much like all new applications the UI can be a little confusing to begin with but, becomes quite intuitive very quickly. Alternatives considered [Nintex Process Platform](https://www.capterra.com/p/141379/Nintex/)[Commissionly](https://www.capterra.com/p/178138/Commissionly/)[Performio](https://www.capterra.com/p/171921/Performio/) Reason for choosing CaptivateIQ The exemplary Sales service and flexibility of the solution to meet both our global incentive payment requirements whilst natively integrating with our existing line of business solutions. Review Source DS Darren S. Director of Operations, Systems and Processes Automotive Used the software for: 6-12 months ### "A Robust Commissions Tool " April 30, 2019 5.0 moved us out of spreadsheets into a reliable platform that helped make our lives easier operationally as well as form a Sales user experience. RepairPal had been running the Sales team's commission calculations out of Excel spreadsheets for as long as anyone here can remember. Which worked for making sure the Sales team got paid on their standard plan but did not allow us much if any customizability. It was a real challenge for us to pay SPIFFS, payroll adjustments, etc. Changing our comp structure was weeks worth of work instead of hours or days. And it wasn't a great user experience for the Sales team. Who ended up having to go through PDFs every month to try and find out what they had been paid. When I had initially started evaluating tools we'd looked at Exactly SimplyComp. But it became pretty apparent early on that we weren't their target buyer. Our sales team had 6 people on it and when we evaluated SimplyComp, it was challenging to replicate our plan. When CaptivateIQ reached out to us, it was very apparent that they understood our needs, struggles and had a wealth of experience working with all kinds of commission plans. We did a proof of concept trial with a free implementation and I could not be more pleased with the results. What used to take 2 people hours to do, is done in 15 minutes. Saves me time, saves our finance guys time and keeps the sales team happy. Pros Flexibility; I have a hard time imagining a commission structure couldn't replicate. Customizable statements; Show the sales team what they need to know. How much they got paid and when. Nothing more nothing less. Ease of use; Fairly easy to self serve if you have a good understanding of excel formulas and SQL. Takes us about 15 minutes to run commissions now where it used to take us hours. Customer support; Every time I have reached out for help, I have gotten a response the same day. That’s particularly impressive given the size of CaptivateIQ. Cons I believe you can buy one at extra cost, but there's no built-in test/sandbox instance. Makes me a bit nervous testing things out in our production instance. But there are ways to ensure none of your important data is touched, so not a huge con by any means. Review Source AG Akash G. Business Analyst Information Technology and Services Used the software for: 2+ years ### "Best tool for sales Compensation analysis" August 25, 2023 5.0 Very good tool Pros It is very user friendly and can implement complex commission plans easily Cons Selection of reps while doing the commission processing Review Source VR Verified Reviewer Sales Ops Manager Security and Investigations Used the software for: 1-2 years ### "great product, fantastic support and implementation service" June 6, 2021 5.0 knowledgeable implementation team, support team with quick response, product provides transparency, time saving and accuracy Pros the implementation team did a fantastic job setting us up so we are ready to go Cons not the product's fault, but my organization calculates commission every 3 months, so i rarely log into the platform, making connecting to the product a challenge. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Excel was painful to manage and required data export from SFDC Review Source Albert W. Business Operations Manager Internet Used the software for: 6-12 months ### "Easy to use, and incredible customer experience" February 25, 2020 5.0 Pros The tool itself is incredibly intuitive to use if you come from a finance background. I could pick up everything really quickly because a lot of the design in mind is how you'd create formulas in Excel. On top of that, the customer service was unmatched. I had truly the absolute best on-boarding experience with them. Also they are rolling out new features like their plan management tool that saved me and the finance team a crazy amount of time not having to manually populate and send them one at a time. Cons They haven't built in short cuts that lets you mass edit columns into dates, currency etc. Could add in additional visuals to make it a bit prettier. Create the option of a real-time sync could be useful from a performance management perspective. Alternatives considered [Spiff](https://www.capterra.com/p/197425/Spiff/)[Xactly Incent](https://www.capterra.com/p/41694/Xactly-Incent/) Reason for choosing CaptivateIQ Much more robust and incredibly intuitive to use for a finance or analytical professional. Review Source AE Adam E. Head of Sales Operations Computer Software Used the software for: 6-12 months ### "Great light weight commissions platform" October 7, 2022 4.0 Pros CIQ allows for trackable, auditable commissions calculations that allowed the organization to pay monthly variables rather than quarterly. The excel based foundation allows people from finance, account, or HR to understand commissions logic and compensation mechanics. Cons Sometimes changes are needed after adding derived sheets, joining, and setting up relationships. CIQ does not automatically track or change dependencies when a change occurs in the middle of a calculation stream. Each dependency up and down stream has to manually reconfigured! Review Source RO Raad O. Marketing Specialist Consumer Goods Used the software for: 1-2 years ### "The best tools for calculating commissions and tracking all related details with high accuracy" February 8, 2023 5.0 made the commission details very accurate, especially when it came to approved amounts and due dates. This cut down on objections at all levels and let managers evaluate sales teams in a clear way. Pros is easy to use and enables us to keep track of all commission details, amounts, and due dates in an organized manner within one dashboard. We can view all trades closed during a specific time period and accurately calculate the commissions allocated to them. It's great that CaptivateIQ helps us document all the details of our commissions, such as approvals and payment dates. It's good that with the transparency of the procedures through CaptivateIQ, managers can get accurate summaries of all the details, which leads to faster approval. Analytics and reports also give them additional capabilities to assess the capabilities of their teams' sales properly. Cons is pretty much flawless, and it won't take long for the user to get to know how to use all the tools. Review Source TS Troy S. Revenue Operations Analyst Computer Software Used the software for: 6-12 months ### "Great tool and great support" June 14, 2021 5.0 Working with their implementation, support, and customer success teams has been incredible! Very helpful and responsive Pros The ability to turn around ad hoc data/reporting requests related to sales comp has been a huge difference. The statements are also a huge benefit to the team and time saver for myself Cons Some features that will be very nice to have on product roadmap Alternatives considered [Spiff](https://www.capterra.com/p/197425/Spiff/) Reason for choosing CaptivateIQ The statements along with the ease of setting up/familiarity based on my experience with Excel formulas Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Sheets were incredibly time consuming and manual error-prone Review Source Austin H. Revenue Operations Manager Computer Software Used the software for: Less than 6 months ### "Great workflow and great onboarding" February 14, 2020 5.0 Commission processing time is down significantly, what used to take hours is now being done in one or less. Statements are quick to deploy and easy to understand. There is a lot more confidence in the plans as they are being administered systemically and not through multiple spreadsheets. Pros • Tool is powerful but simple to use. • It's possible to create some pretty complex rules within the engine, but where it really shines is in simplifying the data to payment process. • The onboarding process was phenomenal. \[SENSITIVE CONTENT HIDDEN\] really went above and beyond to make sure that all of my questions were answered and to make me a power user of the platform. • The formulas used for calculation are simple and familiar as they mimic Excel, and the syntax is easy to pick up as it also mimics Excel. Where it picks up its power is by allowing SQL database functions like joins, unions, table filters, grouping, etc. Cons • I spent some time wishing there was a better way to store "environment variables" during setup, rather than storing them as rows in a table. • I wish that there were automated emails that went out to an employee when the payment was "locked" (when the payment amount is approved by the administrator.) • I wish that there was more user hierarchy. For example, I can easily create "managers" who can view the payments queued up for their "employees" but the plan administrator is still the one to queue those up. It would be nice to give the manager final say in when the employee can see their plan and payment. • The dataloader tool requires a bit of data cleansing prior to popping it in, slight nuisance. Reason for choosing CaptivateIQ N/A Review Source PP Pruteanu P. Freelancer Computer Software Used the software for: 6-12 months ### "Error saver" February 3, 2022 4.0 This commission program can now automate many of the processes that used to take me hours and hours each week. has been quite helpful in making our commission deadlines much more achievable, especially at a fast-growing firm like ours. Furthermore, CaptivateIQ has decreased an incalculable number of human errors. Pros Outstanding \[SENSITIVE CONTENT\] Automates Manual Commissions and Syncs with Salesforce Data Makes Commission Deadlines a Little Bit Easier to Handle Keeps Up With Our Fast-Growing Business Cons Curve of Difficulty in Learning (unless you are experienced in the industry) Most of the time, it's user-friendly. Review Source VR Verified Reviewer Senior sales solution engineer Internet Used the software for: 1-2 years ### "A great service, easy to use!" August 19, 2022 5.0 Pros I like the ease of use and the possibility to design even complex dashboards. Cons Don't really know what to say here - cannot find things that I like the least. Review Source CE Carl E. Director of Sales Operations Human Resources Used the software for: Less than 6 months ### "Captivate has been a massive win" May 24, 2019 5.0 The main problems we were looking to solve with Captivate were improved accuracy of our calculations, increased transparency of the commissions process, and reduced time to calculate. I think we've realized all of the above and I’m not sure how we’d scale or handle our current plans in Excel. Pros In 2019 we migrated from 3 compensation plans that could be managed in Excel to more complex plans with multiple variations. We needed a system that could provide a better audit trail as well as visibility into the calculations to ensure the math checked out. has been huge for us. I find it very valuable for sanity checking calculations and avoiding discrepancies. Any time there are discrepancies we can take a deeper dive into the calculations and see what’s contributing to the error which brings peace of mind. I appreciate how the calculations in the plans are laid out step by step and it’s very logical. Nothing is nested, so this makes it incredibly easy to follow along. The biggest win has been transparency with our sales team. Previously we didn't have the time to create individual statements for our reps which often caused additional lost time when they had questions about the calculations. The individual statements have significantly reduced the amount of support we need to provide post-calculation. Cons As someone very comfortable with spreadsheets, formulas, and data analysis, I find the concepts in Captivate and tool straightforward to use. That said, it’s going to take some of my team members a little longer for them to learn given they don’t have the same level of experience. Our implementation specialist was helpful though in explaining the concepts and getting our team more comfortable with the tool. Our implementation was a success, but my only feedback is that I would have preferred to plan a whole day session vs several 1 hour sessions over a number of weeks. This would have made our time to implement substantially faster. In future updates I'd like to see more work on auditing tools to help us chase down discrepancies or errors quicker, and additional control or flexibility on the presentation and layout of the individual commission statements. Review Source SP Stephanie P. Director of Finance and Accounting Computer Software Used the software for: 1-2 years ### "CloudBees and CaptivateIQ" June 7, 2021 5.0 Our overall experience is positive because whenever we run into an issue which we cannot resolve, one of the customer success technicians jumps on a call to help us with a solution. Pros What we like most is being able to see how much commission is calculated for each deal and in total for that deal. This is useful for audit purposes as well. Cons You need to be able to know how to create formulas. The formulas are similar to that in excel. However, if the employee isn't strong in excel, then this would be a limitation. Of course the other side, is to use PS to help with these issues. Review Source BY Bronson Y. Accounting Manager Information Technology and Services Used the software for: 6-12 months ### "A great tool for complex commissions " June 7, 2021 5.0 The overall experience with CIQ has been great. They've helped improve the way we report capitalized commissions under ASC 340, making it much easier at month end. Pros has allowed us to continue to grow extremely fast, without worrying about the accuracy of calculating and reporting our commissions in accordance with ASC 340. We have complex hold/releases on our commissions based on specific milestones that are being tracked within our CRM. CIQ was able to connect directly with our CRM, to pull the information and release commission based on the logic they've helped build into our plans. Their support has also been first class. Anytime we had an issue or question, we were able to get in touch with someone who was very knowledgable. Cons The sales reps don't have access to a dashboard view when they login to see their payouts. Not a huge issue, since they can access historical statements. Review Source RS Ricardo S. VP of Business Development - LatAm Information Technology and Services Used the software for: 2+ years ### " Processing commissions in <1 min / month even with our new complex plans" May 31, 2019 5.0 It’s been the great..of course the product, but I really enjoyed working with the support staff as well. Not only great guys and A+ service, but they have both been in finance roles where they ran commissions at companies so they’re great resources. Pros The product truly automates what used to be one of the most annoying manual tasks for us The sales, implementation guys, and support team are all fantastic My reps finally have visibility to their commissions without having to ask me or my admin Data syncs directly from my CRM I was able to change my reps’ plans to have a better (but more complex) plan because I didn’t have to worry about how we’d calculate it each month Cons The ui needed some improvement but one of the recent updates was a huge boost..it looks very slick now Review Source Monica C. Inside Sales Representative Human Resources Used the software for: 6-12 months ### "Valuable Stats at Your Fingertips" November 13, 2019 5.0 We used to have a person in our company whose sole job and responsibility is to track, compile, audit, and submit commission information for commission payout. This process was incredibly tedious and had the risk of errors and took at the very minimum 3 day turnaround once all the data was compiled. Since switching, we've been able to streamline and decrease the turnaround time! Pros From the beginning (and I mean the vetting process when deciding to switch to outsourcing commission management) has shown that they are a true partner vendor in the way that they really listened to what we needed and wanted from our commission vendor as well as how our commission is structured. When I log into my dashboard and view my statement, I see all the valuable information I need to understand my past performance and see where my potential payout will be. Cons Although the stats that I see are incredibly important (no fluff or unnecessary data), I do wish we had graphical representation of the stats so I can see trends and leading/lagging information. Review Source SW Shane W. CEO Internet Used the software for: 1-2 years ### "Awesome product. Handles the nitty gritty so you can focus on what's important." March 29, 2019 5.0 I’d definitely recommend to those looking for a way to automate the commissions process and save a lot of time. The CaptivateIQ team was amazing in helping me get set up quickly and when it’s all set up and it gave me some peace knowing I’ve got a vetted system to payout commissions to my team. Pros I was one of the early customers on and can definitely say the tool has evolved a lot. We were traditionally handling commissions in Excel and as the CEO of the company, I was spending a lot of time calculating payouts and sending them to my team. CaptivateIQ helped automate much of the hard work so all I needed to do was refresh the data and click process. My reps then had all the details into how they were getting paid for the month and I had a peace of mind that everything was calculated correctly. One of the things I valued most from CaptivateIQ was the team behind the product. Their experience and familiarity with various commission plans and working with imperfect data helped me think about better ways to streamline my comp plans. They were also very responsive and helpful when it came to questions I had about my plan or the system. Cons After their funding I saw a rapid improvements to the product, which at times meant I was seeing something a little different in the UI. Now things are more consistent and stable so that has improved. For statement reports my team receives, I’d like see the ability to PDF them automatically. I also believe they can improve some of the reporting UI but I’m told that is in their update later this year. Review Source NB Nicholas B. Business Operations Manager Food & Beverages Used the software for: 1-2 years ### "Takes the pain away from a painful process" May 23, 2019 5.0 I think the system is great. We have harder than normal commission plans in my opinion and delivered. I would definitely recommend it to others looking to make commissions less painful to manage. Pros We were previously managing commissions in Excel and it was starting to take up more time to manage given our growing team. We looked at and we were skeptical they could handle our commission plans but they pulled it off. Their system is very flexible and was able to handle things like ramp, draw, and more for us. I also like their rep reporting section. Unlike other solutions, which were forcing us into their set templates, CaptivateIQ’s was very customizable and we were able to tailor each plan. Cons Their documentation is lacking within the product but they have a great services team that was able to help get me trained so not a big deal. Review Source JM Johana M. sale consultant Online Media Used the software for: 2+ years ### "Best sales commission software i can recommend " July 26, 2021 5.0 so far this is a good commission software that i can recommend. Pros This software is the best , its easy to use i like the user interface . Am able to view my monthly commission report status All commission report is shown in a summary Cons I wish the team can build mobile phone app ( android app) Review Source LC Lester C. Sr. Financial Analyst Information Technology and Services Used the software for: 6-12 months ### "Flexible and a huge time-saver" June 10, 2021 5.0 Pros A few of the things that does great is the ease of processing commission statements and its diverse integrations. On the first point, processing commission statements take only a few minutes each month and it's very flexible in terms of what you want to show your sales reps. Prior to this, we were sending out excel sheets individually to each rep and it was a mess to manage/organize. On the second point, the CIQ team set up integrations to Salesforce and Netsuite for us which has been a huge time-saver in terms of automatically bringing in all the reports/mappings we use. Cons There's definitely a learning curve when first using . They do a good job of having training sessions that you can attend but it will take some time to get used to all the ins and outs and get everything set up. Their support team is extremely helpful though and it's never taken more than 24 hours to get a response, I normally receive one within a few hours. Review Source Conor W. Business Development Representative Computer Software Used the software for: Less than 6 months ### "Making the commission process much more transparent" May 22, 2021 5.0 My experience with has been great, as it's put time back in my day, ensured that I am paid correctly on time and has improved relationships with my manager/sales compensation team. Pros My favorite thing about is that it creates much more transparency within the commission process. I used to never know which meetings, opportunities, revenue etc. was being counted towards my quota because there was no easy way to tell how management was tracking it. This forced me to create multiple separate ways of keeping track of all my meetings, opportunities revenue etc. in a very manual way, so that I could then compare against my paycheck - which would then have to be retroactively fixed if there were any discrepancies. CaptivateIQ alleviates all of those problems by providing a clear line of site into what my commission will be, and allows me to fix anything that is incorrect before the commission statement comes out. Cons While using , there have been a couple times where the ability to "fix" or "raise my hand" about the commission being incorrect has been taken away, as their inquiry feature was not available for me for some reason. This required getting in touch with there support team to get everything fixed, which was a quick process as their support team was top-notch. Review Source LB Lisa B. Staff Accountant Computer Software Used the software for: 1-2 years ### "CaptivateIQ is AMAZING! I can't imagine commissions without it!" June 7, 2021 5.0 When I came on board my current company, we were in the final stages of implementing CIQ. We were running it side by side with our Excel spreadsheet that we had previously used; using a spreadsheet to calc commissions for 50 + sales reps is almost impossible. With Excel there are always errors - With Captivate, the only errors are related to something I haven't put in correctly . The side by side lasted 4-5 months; once we cut completely over to CIQ, commissions because sooo much faster and easier - I can't imagine life without it!!! Pros Very easy to use - All I do is upload our assumptions, upload our data and click "Process"! Cons It requires a little bit of deep formula knowledge but they have a very useful knowledge base to help and I have learned a lot! Review Source Jonathan G. Sales Director - FinTech Computer Software Used the software for: 1-2 years ### "Simple and Effective " November 11, 2020 5.0 Pros The feature I like the most about is the commissions dashboard. In single screen you can see all you previous and upcoming commission statements, with ability to look at statements for each one. As. a rep, it makes it extremely easy to know what deals are getting paid out and what rates. As a manager, you also have the intuitive view to quickly review in case any questions arise from reps. Cons Honestly, there is nothing not to like. The previous tool we were using was a nightmare for all users (admins, managers, reps, etc.). has really helped streamline our communication process when releasing commissions. Switched from [Xactly Incent](https://www.capterra.com/p/41694/Xactly-Incent/) It was very hard to navigate and understand the data. Was not user friendly nor intuitive. Too many times reps had to schedule time with manager and ops to ask questions about statements because data was clearly understood within tool. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.