Compare CaptivateIQ and Forma.ai 
Featured Products
At a Glance
Market Segments
Mid-Market (68.0% of reviews)
Mid-Market (55.7% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
CaptivateIQ
Star Rating
(3,467)4.7 out of 5
Market Segments
Mid-Market (68.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about CaptivateIQForma.ai
Star Rating
(62)4.7 out of 5
Market Segments
Mid-Market (55.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about Forma.aiSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that CaptivateIQ excels in user experience, with many praising its intuitive interface that makes navigating commission statements straightforward. Users appreciate the quick access to core numbers, allowing them to easily understand their compensation details without unnecessary digging.
- Users say that Forma.ai provides exceptional support, highlighting the team's friendliness and responsiveness. Reviewers feel that the Forma team acts as an extension of their own, offering strategic guidance alongside technical assistance, which enhances the overall user experience.
- According to verified reviews, CaptivateIQ stands out for its ease of setup, with many users noting a smooth onboarding process. This is contrasted by Forma.ai, which, while still functional, has received feedback indicating that its setup can be less intuitive for new users.
- Reviewers mention that both platforms offer strong reporting capabilities, but CaptivateIQ's custom reports and dashboards are particularly well-received. Users find these features helpful for tracking performance metrics, while Forma.ai's reporting is noted for its clarity but may lack some of the customization options that CaptivateIQ provides.
- G2 reviewers highlight that CaptivateIQ has a significantly larger user base, which contributes to its higher overall satisfaction scores. With over 3,300 reviews, users feel more confident in the product's reliability compared to Forma.ai, which has a smaller review pool of just 62.
- Users report that while both platforms offer solid compensation management features, CaptivateIQ's commission calculator is particularly praised for its accuracy and user-friendliness. In contrast, Forma.ai's calculator, while functional, has been described as less intuitive, which can lead to confusion during use.
Pricing
Entry-Level Pricing
CaptivateIQ
No pricing availableForma.ai
No pricing availableFree Trial
CaptivateIQ
No trial information availableForma.ai
Free Trial is available
Ratings
Meets Requirements
9.5
2,550
9.4
52
Ease of Use
9.5
2,578
9.4
55
Ease of Setup
8.8
660
8.4
37
Ease of Admin
8.7
246
8.9
23
Quality of Support
9.5
1,871
9.5
48
Has the product been a good partner in doing business?
9.4
247
9.9
24
Product Direction (% positive)
9.1
2,361
10.0
53
Features by Category
Sales Rep Portal
9.1
1642
8.1
30
8.8
1329
8.6
38
9.4
1894
9.2
44
9.0
1419
8.5
37
8.8
1397
9.0
41
8.4
1186
8.5
33
Management Portal
8.7
1100
8.7
36
8.8
1196
9.1
36
Feature Not Available
8.5
35
8.8
1231
8.8
36
8.9
1304
8.6
38
8.8
988
8.5
39
Feature Not Available
8.0
32
Administration
8.9
1219
8.8
39
8.8
1181
8.6
40
8.8
1178
8.4
40
9.1
1328
9.0
41
8.9
1381
9.0
43
8.6
1137
8.7
41
Platform
8.7
837
8.2
30
8.5
761
8.2
28
8.3
726
8.2
25
8.4
786
8.1
35
8.4
765
8.2
27
8.5
739
8.2
26
9.1
933
8.8
37
Agentic AI - Sales Compensation
7.6
155
Not enough data
Data Availability
8.7
33
Not enough data
9.0
32
Not enough data
8.2
32
Not enough data
8.4
31
Not enough data
Data Accuracy
8.9
31
Not enough data
9.1
29
Not enough data
8.7
29
Not enough data
Agentic AI - Sales Intelligence
8.0
11
Not enough data
8.7
10
Not enough data
8.6
11
Not enough data
8.5
11
Not enough data
8.3
11
Not enough data
8.6
11
Not enough data
Platform
8.7
31
Not enough data
8.9
32
Not enough data
9.0
33
Not enough data
8.9
33
Not enough data
8.3
27
Not enough data
8.9
30
Not enough data
Features
7.7
27
Not enough data
7.7
28
Not enough data
8.0
29
Not enough data
8.0
29
Not enough data
8.1
29
Not enough data
7.6
27
Not enough data
8.1
26
Not enough data
8.5
29
Not enough data
7.7
25
Not enough data
Collaborate
8.3
36
Not enough data
8.0
35
Not enough data
Logistics
8.2
35
Not enough data
8.2
35
Not enough data
8.2
35
Not enough data
Sales Performance Features - Sales Planning
8.3
23
Not enough data
8.0
23
Not enough data
8.0
23
Not enough data
8.0
23
Not enough data
7.9
23
Not enough data
8.0
22
Not enough data
8.1
22
Not enough data
Territory Management - Sales Planning
7.8
22
Not enough data
7.9
22
Not enough data
Quota & Capacity Management - Sales Planning
8.3
22
Not enough data
8.0
22
Not enough data
8.2
22
Not enough data
Agentic AI - Sales Planning
7.9
11
Not enough data
7.6
11
Not enough data
Platform - Compensation Planning
8.7
88
Not enough data
8.4
86
Not enough data
8.8
87
Not enough data
8.7
85
Not enough data
8.8
85
Not enough data
8.9
87
Not enough data
Additional Features - Compensation Planning
8.8
86
Not enough data
8.8
85
Not enough data
8.9
84
Not enough data
Agentic AI - Sales Performance Management
7.0
31
Not enough data
7.0
31
Not enough data
7.0
32
Not enough data
Incentives
Feature Not Available
7.9
8
8.5
268
7.6
9
9.2
381
|
Verified
8.2
10
8.6
240
8.5
9
Personalization
Feature Not Available
8.1
9
8.8
311
|
Verified
7.7
11
9.0
347
|
Verified
8.2
10
8.8
308
|
Verified
8.5
10
Administrative
8.9
305
|
Verified
8.3
8
8.8
296
|
Verified
8.2
10
8.4
173
8.0
9
Agentic AI - Sales Analytics
7.5
34
Not enough data
8.0
34
Not enough data
7.8
34
Not enough data
7.9
35
Not enough data
7.7
35
Not enough data
Data Sourcing
8.5
64
Not enough data
8.6
65
Not enough data
8.4
63
Not enough data
8.4
68
Not enough data
8.4
65
Not enough data
Predictive Analytics
7.9
62
Not enough data
8.0
61
Not enough data
7.8
62
Not enough data
7.7
62
Not enough data
Sales Management
7.9
63
Not enough data
7.9
61
Not enough data
8.2
60
Not enough data
8.2
62
Not enough data
Agentic AI - Sales Coaching
7.1
7
Not enough data
7.4
7
Not enough data
6.9
7
Not enough data
7.4
7
Not enough data
Training
8.3
15
Not enough data
7.9
15
Not enough data
7.4
15
Not enough data
7.0
15
Not enough data
Feedback
7.4
15
Not enough data
7.9
15
Not enough data
7.6
15
Not enough data
8.0
15
Not enough data
8.0
15
Not enough data
7.4
15
Not enough data
7.4
15
Not enough data
Generative AI
7.4
15
Not enough data
Categories
Categories
Shared Categories
CaptivateIQ and Forma.ai are categorized as Sales Performance Management and Sales Compensation
Unique Categories
CaptivateIQ is categorized as Compensation Planning, Sales Coaching, Sales Analytics, Sales Intelligence, Sales Planning, and Sales & Ops Planning
Forma.ai has no unique categories
Reviews
Reviewers' Company Size
CaptivateIQ
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Forma.ai
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
35.9%
Information Technology and Services
16.5%
Financial Services
8.0%
Marketing and Advertising
4.3%
Computer & Network Security
3.1%
Other
32.2%
Medical Devices
21.3%
Computer Software
18.0%
Telecommunications
8.2%
Information Technology and Services
8.2%
Retail
6.6%
Other
37.7%
Discussions
What is the best way to reach customer support?
2 Comments
Official Response from CaptivateIQ
Hi Taimoor,
You can email support@captivateiq.com.Read more
Can you create a mobile phone app for CaptivateIQ?
2 Comments
Official Response from CaptivateIQ
Hi Vinh,
A mobile app is not on our roadmap for this year but you can still access the site on your mobile phone to see your performance dashboard.
Read more
Will there be an app or is there an app for mobile phones?
2 Comments
BZ
Hi Manuel,
We don't have a mobile app yet but you can access the rep dashboard from the mobile website.
Hope that helps. Read more
Forma.ai has no more discussions with answers
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