# Forma.ai Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Forma.ai Software - reviews, pricing plans, popular comparisons to other Compensation Management products and more. Source: https://www.capterra.com/p/255532/Formaai --- # Forma.ai Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Forma.ai ## What is Forma.ai? Forma.ai is the leading AI-powered Sales Performance Management (SPM) platform trusted by global enterprises to drive revenue and streamline go-to-market operations. Forma.ai helps enterprises and growth organizations optimize territories, quotas, and incentive compensation — to exceed revenue targets and unlock sales team motivation. With AI at the core, revenue teams can plan, model, and deploy SPM strategies to operate with a new level of speed and precision. ## What is Forma.ai used for? [Commission](https://www.capterra.com/commission-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/)[Sales Performance Management](https://www.capterra.com/sales-performance-management-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Forma.ai?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.forma.ai&name=Forma.ai) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Forma.ai 4.8 (4) VS. [4.5 (123)](https://www.capterra.com/p/203718/QuotaPath/reviews/) Starting Price Contact vendor Starting Price $35 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (4) Ease Of Use 4.5 (123) Value For Money 4.0 (3) Value For Money 4.6 (86) Customer Service 5.0 (4) Customer Service 4.7 (94) ## Forma.ai alternatives [4.8 (873)](https://www.capterra.com/p/182174/CaptivateIQ/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (182)](https://www.capterra.com/p/183216/Sales-Cookie/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Everstage](https://www.capterra.com/p/232182/Everstage/) [4.8 (966)](https://www.capterra.com/p/232182/Everstage/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/232182/Everstage/) Highest Rated [Qobra](https://www.capterra.com/p/250083/Qobra/) [4.9 (437)](https://www.capterra.com/p/250083/Qobra/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/250083/Qobra/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Data Import/Export 4.5 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Import and export data to and from software applications Multi-Currency 4.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage and handle various international currencies Alerts/Notifications 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Commission Overrides 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Adjust commission payment for special circumstances and override preset commission rules/conditions Compliance Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Role-Based Permissions 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Set & manage permission levels based on user roles and restrict access to only authorized individuals Forma.ai 76 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Commission that an agency charges for services provided to a customer or associate Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Compare key metrics for the business against prominent players in the industry Set up bonus schemes and plans in line with corporate and regulatory guidelines and calculate bonus payouts Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Tool used to determine the commission amount to be paid out to each employee Tracking, calculating, and paying commissions and earnings to employees Adjust commission payment for special circumstances and override preset commission rules/conditions Create and specify rules and conditions for commission calculations and payments Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. ) Periodic reports with commission payout details Manages compensation such as salary, bonus, and benefits processes, aligning with policies Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits Track and manage adherence to policies for any service, product, process, or supplier Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Investigate and resolve disputes/issues using workflow, audit trails, and other system tools Store, manage, and track all electronic documents in a centralized location Electronic storage of staff/employee contact information and job status in a centralized repository Track employee schedules, availability, and performance across projects and tasks Online portal where employees can access and track their own information Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Set amount of commission paid out for each sale regardless of product/service value Caters to sales teams Form predictions based on past and present data/trends Games or game-like elements to track progress and reward accomplishments Allows employees to set and manage work or career related goals Establish measurable goals and objectives and track their progress over a specific period of time Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Manage and handle various international currencies Provides real-time feedback and assessments on employee performance, skills, and accomplishments Manage employee salary processes, data, taxes, and records administration efficiently Commission structure based on a percentage of the total value of product/services sold Evaluation process that provides feedback on an employee's job performance Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Plan target quotas that sales representatives are expected to meet within a specific period. Receive data and information in real time Active reporting of data and metrics Receive system updates as soon as any changes are made Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Budgets, benchmarks and tracks all salary processes and associated costs Process of training new hires by providing them with sales tools and knowledge needed to complete the job Define sales targets and create strategies to meet goals or marketing results Reports specific to sales analysis for trends and strategies Allow users to access multiple services after entering their login credentials once Commission structure calculated with a formula where total commission paid can vary inversely with the loss ratio Commission structure shared between multiple sales reps involved in a sales transaction Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Increasing commission rates as employees surpass certain revenue targets Track employee/learner's progression through training programs Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.0 (4) 4.0 Based on 4 reviews ## Pricing Value for money 4.0 (3) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.0 (3) 4.0 Based on 3 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Microsoft SQL Server](https://www.capterra.com/p/1417/SQL-Server/)[ Workday HCM](https://www.capterra.com/p/66908/Workday-HCM/)[ Snowflake](https://www.capterra.com/p/148267/Snowflake/)[ Databricks](https://www.capterra.com/p/148499/Databricks/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 4.8 Based on 4 reviews Filter by rating 5(3) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent HR Heather R. Sales and Marketing Business Systems Manager Hospital & Health Care ### "Forma Ai HealthCare SIP Implementation " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 7, 2024 Overall experience with Forma Ai has been positive. We are seeing improvements to how we many our day-to-day operations and also have a more global view of our sales compensation processes and progress. The relationship we have built with the Forma Ai teams is strong and we continue to make improvements to our Forma Ai solution to meet our business needs. Pros The ease of use for day-to-day operations, dashboard visibility, customer support to help resolve issues, discuss open items, and request additional build/functionality within the Forma Ai platform. Cons Because of our complex plan and territory setup, we had to build a template to load our details into the Forma Ai system. This required some back and forth with the Forma Ai team to accommodate our structure but overall, we had good support from the Forma Ai team throughout these discussions. The system has been great since it has been fully implemented. Switched from [Vistex](https://www.capterra.com/p/154102/Vistex/) We were looking for a one-stop application for all of our sales compensation processes, including dashboard and sales management functionality. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RB Rachel B. Bookkeeper Financial Services ### "Forma is very functional" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 31, 2024 Forma has exceptional staff; I have enjoyed working with them all! Pros All agents commissions being stored in one readily accessible location that they can also review. Cons Complexity of implementation. It's a lot of technical details I don't always understand. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CL Catherine L. Director Incentive Comp Financial Services ### "Dedicated Support team committed to our success" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 23, 2024 We did a solid 6 months of implementation - went live for January with dashboards and comp plan issuance. Forma support always said yes to our asks (98%) and was always available. Pros Clean displays. Dedicated support with no charges. Data frequently updated for real time views. Ability to forecast expense within current plans Cons Some limitations on what admins can do independently. Switched from [Xactly Incent](https://www.capterra.com/p/41694/Xactly-Incent/) tired of paying for changes each year - dashboards boards stale and inflexible Alternatives considered [CaptivateIQ](https://www.capterra.com/p/182174/CaptivateIQ/) [Anaplan](https://www.capterra.com/p/129412/Anaplan/) Reasons for choosing Forma.ai better dashboards, ability to forecast commissions expense and WHAT IF's, better access to data/reprts for FP&A and Rev Ops teams Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JC John C. Account Manager Financial Services ### "Forma.AI general review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 11, 2024 It has fast logins and pulls the data quickly. Pros The simplicity of the columns and screens Cons The removal of one section. There used to be a table to calculate the earnings, but not just a bar graph. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)