CaptivateIQ

Pros: CaptivateIQ has been a strong addition to our revenue operations process. The platform makes compensation modeling clear and flexible, which helps our sales team understand exactly how their payouts are calculated. The reporting is reliable, the interface is easy to navigate, and changes can be tested without risk. Our finance and sales leaders both appreciate how quickly we can adjust plans as the business evolves. Support has also been responsive and helpful. Overall, CaptivateIQ has improved transparency, reduced manual work, and given us confidence that our compensation plans are accurate and aligned with our goals.

Cons: The platform has been effective, but there are a few areas that took time to learn. Initial setup required careful attention to detail and coordination between sales operations and finance. More complex compensation plans sometimes need extra configuration to get the results we expect. While documentation is solid, a few sections could be clearer for new users. Once everything is in place the system runs smoothly, but the early ramp can be slower than expected. These points aside, CaptivateIQ has still been a valuable tool and the ongoing experience has remained positive.

Pros: Mainly how easy it is to implement and learn plus the flexibility it offers. Pair that with speed and efficiency of the system that also helps with planning/simulation and it's honestly the best commissions product I've used in my entire career. The ease of implementing even the most complex plans allows you to keep everything in one place and therefore track spending and performance. It is also extremely easy to use for the end users and when you get stuck you can count on instant support from their team. I would definitely recommend this product.

Cons: It's not so much the product's fault but the great flexibility it offers can turn against you if your organisation is not careful with plan design. Sometimes it would be easier to just be able to say 'no, this can't be done in our system' to some of the exotic, one off requests.

Pros: There is an ease of use to this product. The screens are easy to navigate and understand. The breakout of items helps with quick understanding of data.

Cons: There is a lack of granularity. I would like the ability to click into a report to better understand the account ordering proces..

Pros: Data presented and potential functionality. Ability to send to an Excel sheet. It works, sometimes..

Cons: Default landing pages not customizable and not preferrable. Loading time is way too slow and often times it will time out or give an error that the data can't be displayed. Unsat. Dashboard navigation is clunky and slow to load or switch between other dashboards. Drop downs for filter options themselves take way too long to load or search for the appropriate value. Search values are too particular and/or don't always give a result for a value I see right on the screen.

Pros: It allows for single sign on option to access which is convenient. The details provided are correct, but to a fault it makes deciphering the information from a single account extremely difficult and manually calculating outside of the program.

Cons: The display of data is not very user friendly. You can't just scroll through information, it requires stepping through one page at a time and the amount of data on a page is limited and it can't be modified. Exporting to a spreadsheet is a cumbersome way to make something accessible. The pages query a database in real time even when the data only gets refreshed on a daily basis which slows down looking for anything and seems like it is stuck in 2000 for usability. Often the system simply times out when running a query so it provides zero information. I don't have a choice in paying for this service, but if I did, I would be immediately looking for an alternative or for the service to reimburse me for the pain that this system causes. When selecting some dashboards, there is no way to default to only look at the current year which requires manually filtering (every single time) to only look at the current year. The ability to modify the filters and save them is severely lacking.

Pros: CaptivateIQ is a solid tool for managing commissions, offering helpful automation and clear reporting. While the setup can take some time and customization, once it’s running, it makes compensation workflows noticeably smoother and more transparent for teams.

Cons: One of the more frustrating parts of CaptivateIQ is that initial configuration and model building can feel overly complex, especially for teams without dedicated ops resources. Once everything is in place it works well, but getting there can require more time, support, and trial-and-error than expected.

Pros: It continues to introduce new features, customer support is very knowledgeable, friendly and helpful

Cons: Data & process need to set up properly in advance to enable dashboard to display information in a certain way

Pros: Overall look and feel is great and easy to navigate and walk through. Visually it is very appealing

Cons: All in all, overall the platform has a moderate learning curve, but becomes intuitive with consistent use.

Pros: I love how easy it is to track my months progress. I know where I can improve in each area to improve my paycheck.

Cons: Its been showing a few error codes the last few weeks but its not that big of a deal. I love everything else about it.

Pros: Love it Absolutely love this product — it’s reliable, easy to use, and makes life so much easier great

Cons: Nothing, I liked it I’ve used this product and can confirm there are no issues — it works perfectly yes

Pros: All of the necessary information is readily available and easy to access. I have no issues logging in, looking at my compensation breakdown, and approving or submitting an inquiry

Cons: There are no standout issues that I have with CaptivateIQ. It does what it has been built to do without issue

Pros: UI is simple to navigate and the layout is clear on where is where. Commission calculation is accurate.

Cons: There are not any negatives I have since I am not the admin but rather a user. I used it at my last role so do not have experience with another platform.

Pros: Real-time commission visibility and clear plan breakdowns—I trust my payouts, resolve questions fast, and stay focused on selling.

Cons: Occasional data sync delays and limited customization on reports; drilling into edge-case adjustments can feel clunky.

Pros: I like being able to see my commission numbers easily and understand my payouts including percentages.

Cons: it does what it needs so nothing on my side as a rep that I find issues with. I feel that it updates timely and does what It says it will.

Pros: i appreciated the user experience globally the look and feel make it easy to adopt and to get straight to the information needed

Cons: I would have preferred to see extra data displayed, like when was the dashboard refreshed for the last time

Pros: The flexibility of the logic builder is the standout feature. We have complex commission structures with multiple accelerators and SPIFFs, and CaptivateIQ handles them much better than our previous spreadsheet-based system. The ability to use Excel like syntax made the transition easier for our team, as we didn't need to learn a proprietary coding language to build out the comp plans.

Cons: The learning curve for the initial setup is steeper than expected. While the logic is flexible, troubleshooting calculation errors can be time-consuming because it isn't always obvious where a formula breaks. That being said, the support team has always responded quickly and efficiently.

Pros: The information should be effortlessly accessible and easy to reference whenever needed, ensuring users can quickly find and utilize the required details without any difficulty.

Cons: By reducing the number of tabs, we can significantly improve the overall look, feel, and clarity of the information presented.

Pros: The data is easy to understand, and if necessary, it is easy to initiate a dispute. The dashboards are easy to read and interpret.

Cons: So far, I have no negative comments. It is a very easy and intuitive tool. I have used the tool for my compensation and have not had any problems so far.

Pros: Easy to use, shows me clear breakdowns of quarterly performance, annual performance and what is due to be paid to me in the future.

Cons: It only forecasts what you would get paid commissions on if the customer has paid. It doesn't breakdown what you're owed, assuming the customers pay.

Pros: I love the dashboard visibility; I can see my attainment in real-time. • The ability to drill down into specific deals to see why I got paid a certain amount creates a lot of trust.

Cons: The mobile experience could be a bit smoother. • Sometimes the sync with Salesforce lags by a few hours.

Pros: The difference of using CIQ compared to our prior platform is night and day different. Extremely easy to learn and quite customizable.

Cons: There is not much I don’t like about CIQ. It genuinely is a night and day difference from an awful system we previously used.

Pros: Transparency and simple UX. Easy to digest information and ways to also track payment. Forecast is also good.

Cons: Could allow for better data visualization as well as more ability to attach documentation that explains compensation.