详细内容
Make compensation transparent and actionable with CaptivateIQ's new AI-Powered Payee Experience. Give every payee a simple way to understand payouts and get instant answers. Learn more here
Planning and incentives in sync.
Finally.
Bring capacity, quotas, territories, and incentives together in a single AI-infused workspace built for agility, alignment, and scale.
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Trusted by 800+ companies to chart the path to resilient revenue
Planning & Incentives
Built to
adapt.
One AI-infused platform from planning to payout.
From setting objectives to calculating payouts, everything you need to plan, execute, monitor, and adapt tightly integrated sales and incentive compensation strategy. All without relying on services or IT.
SmartGrid ELT
Incentive Compensation Management
Automate commission calculations with precision and transparency. Build any commission plan, give payees real-time visibility into earnings and ensure your incentives are driving desired outcomes.
Sales Capacity and Quota Planning
Balance workloads and ramp times while ensuring quotas are both achievable and aligned with business goals. Compare scenarios to get the right people in seat to hit targets.
Territory Management
Build and manage territories that drive results. Automatically assign accounts, optimize opportunities across reps, and adapt boundaries as your business evolves—all with clear alignment across sales and operations.
Reporting & Analytics
Turn planning and incentives data into actionable insights. Track performance trends, identify top performers, and understand what drives results with advanced reporting and real-time dashboards that inform strategic decisions.
Predictive Modeling
Forecast outcomes before they happen. Use ML-powered models to score accounts, predict quota attainment and identify payout anomalies based on historical performance and trends.
Assist AI
Build faster, with confidence. Quickly troubleshoot formulas, search documentation, optimize plans and improve payee visibility with natural language queries and intelligent suggestions.
Work off a single source of truth for incentives and planning. Ingest data from any source and transform it in real-time with the SmartGrid ELT modeling engine. Ensuring every model and calculation is built off a clean, up to date dataset.
Revenue resilience, delivered.
You need strategy that grows stronger when things change. That's revenue resilience, and it's built into CaptivateIQ.
10%
increase in seller attainment
6x
faster plan creation
47%
faster commissions process
9.5%
increase in seller attainment
CaptivateIQ is built for agility.
Legacy tools weren’t designed for speed or adaptability. We built CaptivateIQ to make incentive compensation management and planning painless and wildly effective.
Connected workspace
One source of truth from capacity planning to payouts
- Clean, up-to-date dataset powered by SmartGrid
- Connected modeling across planning and incentives
- Single source-of-truth across finance, sales ops and compensation
- Real-time commission visibility for payees and leadership
Unbeatable flexibility
Plan for anything, pivot anytime
- Logic-based workbooks handle compensation plan complexity with ease
- No-code calculation engine to build & adapt without services
- Guided plan-building and scenario modeling with AI Assist
Intelligent optimization
Make better decisions, faster
- Real-time scenario modeling for planning & incentives
- End-to-end reporting out of the box
- Custom predictive ML models including forecasting and anomaly detection
Helping operations teams run smarter and move faster.
Michael D.
Director of Revenue Operations
“Through its flexibility, transparency and automation, CaptivateIQ has become an essential partner in scaling revenue operations for our fast-growing sales organization.”
60x
faster at calculating monthly commissions
Brian D.
Director of Sales Finance
"The downstream effects were significant. We were spending so much time on administrative tasks that we couldn’t focus on the real business problems that we wanted to be solving."
60
hours saved per month
Alex W.
Senior Variable Compensation Analyst
“The additional time [from CaptivateIQ] frees up space for analysis … it means I can ensure that our commission plans are really designed to be aligned with our company goals.”
2 days
to roll out new plans
Complexity, meet simplicity.
No more crashing Excel files or unmet promises from professional services. Tackle even the most complex sales and compensation plans with speed and confidence.
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Scale with SmartGrid
Having firsthand experience with the pain of commissions, our founders built a modern modeling experience. With our SmartGrid™ ELT & calculation engine, you can model plans and calculate commissions at scale.
Get up and running － fast
Quickly model and test incentives, capacity, territories and quota in real-time without breaking the bank. Launch in as little as two weeks to three months.
Stay in the driver’s seat
CaptivateIQ’s no-code platform pairs flexibility with ease of use for all your incentive and planning needs. Create reports, test plan changes, and manage incentive compensation with just a few clicks — no technical expertise necessary.
Comprehensive security and compliance
Protecting your sensitive data is our top priority. Our compliance program meets industry-leading information security standards, undergoing annual independent audits for SOC 1 and SOC 2 compliance.
We built it because we lived it. Now we’re sharing what we know.
CaptivateIQ started when a few ops leaders hit their limit with broken corp spreadsheets and legacy tools. Now, we help hundreds of companies build better plans, pay accurate commissions, and grow with confidence. Explore insights from the front lines of compensation and planning.
Join the 800 companies building resilient revenue with CaptivateIQ
