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CaptivateIQ
San Francisco, California, USA
What it is
CaptivateIQ is a web and API sales performance management platform covering compensation, planning, and AI assistance. It automates commission calculations and gives payees real-time earnings visibility. Teams can manage sales capacity, quotas, territories, bonuses, approvals, payouts, and plan simulations. Real-time dashboards and compensation reports support analysis, while predictive modeling forecasts quota attainment and highlights payout anomalies. Assist AI accepts natural-language questions for formula troubleshooting, documentation searches, and plan optimization. Listed integrations include Salesforce, HubSpot, NetSuite, Workday, Snowflake, and an open API for custom connections. Customer reporting is included in the subscription, while ASC 606 reporting is an add-on. Data in transit uses TLS 1.2 or higher and data at rest uses AES-256 encryption. CaptivateIQ says it completes annual SOC 1 and SOC 2 audits. Pricing is by custom quote, with per-seat pricing and a one-time setup fee.
For and against
For
- Automates commission calculations
- Real-time earnings visibility
- Quota, territory, and bonus planning
- Predictive payout and attainment analysis
- Open API and listed integrations
Against
- Pricing requires a custom quote
- ASC 606 reporting costs extra
- Implementation may take up to three months
- No free plan is listed
The verdict
CaptivateIQ brings compensation operations, planning, analytics, and integrations into one platform. Buyers should request pricing and account for the separate ASC 606 add-on and implementation timeline.
Who it suits
It is aimed at compensation analysts and teams across finance, sales operations, and compensation. Organizations needing commission, quota, reporting, and integration tools may fit its focus.
Plans and prices
Custom quote
Per-seat pricing · one-time setup fee · based on payees, compensation complexity, and integrations
Read 29 Sep 2026 · captivateiq.com
On the record
- AI assistant
- Assist AI supports natural-language queries to troubleshoot formulas, search documentation, and optimize plans.captivateiq.com · read 29 Sep 2026
- Analytics
- Reporting and analytics include real-time dashboards, while predictive modeling can forecast quota attainment and identify payout anomalies.captivateiq.com · read 29 Sep 2026
- ASC 606
- ASC-606 reporting is available as an add-on subscription.captivateiq.com · read 29 Sep 2026
- Commission management
- It automates commission calculations and provides payees real-time visibility into earnings.captivateiq.com · read 29 Sep 2026
- Compliance
- CaptivateIQ says it completes annual audits against SOC 1 and SOC 2 security requirements; audit reports are available by request.captivateiq.com · read 29 Sep 2026
- Implementation
- CaptivateIQ says implementation can take as little as two weeks to three months.captivateiq.com · read 29 Sep 2026
- Integrations
- Listed integrations include Salesforce, HubSpot, NetSuite, Workday, Snowflake, and an open API for custom integrations.captivateiq.com · read 29 Sep 2026
- Intended users
- The platform is presented for compensation analysts and teams working across finance, sales operations, and compensation.captivateiq.com · read 29 Sep 2026
- Planning
- The platform includes sales capacity and quota planning and territory management.captivateiq.com · read 29 Sep 2026
- Purpose
- CaptivateIQ is a sales performance management platform for compensation, planning, and AI.captivateiq.com · read 29 Sep 2026
- Reporting cost
- Customer reporting is included with the subscription at no extra charge.captivateiq.com · read 29 Sep 2026
- Security
- The security policy states that customer data in transit uses TLS 1.2 or higher and data at rest uses AES-256 encryption.captivateiq.com · read 29 Sep 2026
- Support
- Pricing information describes three support tiers and guarantees a response within 24 hours at the basic support level.captivateiq.com · read 29 Sep 2026
