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Tools · CaptivateIQ

CaptivateIQ

Automate sales commission calculations and modeling for growing teams.

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RevOpsRevOpsSales Tools
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Overview

What is CaptivateIQ?

CaptivateIQ provides a dedicated platform for managing sales compensation. The tool allows revenue teams to automate complex commission calculations and build variable pay plans. It aims to eliminate manual spreadsheet errors and increase trust in the payout process.

CaptivateIQ is a sales compensation platform designed to help organizations automate and manage their commission structures. Administrators can build custom calculation logic without relying heavily on engineering resources, allowing for rapid adjustments to compensation plans. The system integrates with common CRM and ERP systems to pull in necessary revenue and attainment data automatically. By centralizing the compensation workflow, the platform reduces the time spent on manual auditing and resolves discrepancies faster. Sales representatives gain visibility into their potential earnings through a dedicated portal, which helps motivate the team and aligns them with company goals. This structured approach to variable pay supports operational efficiency as organizations scale their revenue teams.

Fit

Ideal customer profile.

Mid-market and enterprise organizations with complex, multi-variable sales compensation structures seeking to automate payout calculations are the best fit.

  • Mid-market
  • Enterprise
  • Series B+

Capabilities

Key features.

01

Custom commission calculation builder

02

Automated data ingestion from CRMs

03

Real-time reporting and analytics

04

Sales rep performance dashboards

05

Flexible compensation plan modeling

06

Dispute resolution workflows

07

Direct integrations with financial systems

08

Audit trails for compliance tracking

Usage

How to use CaptivateIQ.

Revenue operations and finance teams implement the platform to replace existing spreadsheets used for tracking commissions. Administrators configure specific payout rules and connect data sources to automate the calculation process each period. Sales representatives then log in to view their individual performance metrics, commission statements, and projected earnings.

Cost

Pricing.

Pricing is not publicly listed and requires contacting the vendor for a custom quote.

At a glance

Quick facts.

Stack position
RevOps
Category
RevOps, Sales Tools
Best for
Mid-market, Enterprise, Series B+
Pricing
Pricing is not publicly listed and requires contacting the vendor for a custom quote.

Subcategories

  • Commission Automation
  • Sales Compensation

Pick the tool. We run the system around it.

CaptivateIQ is one part of a stack. Phi builds and operates the revenue system the whole stack plugs into.