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# CaptivateIQ vs Forma.ai Comparison - What are their main differences?

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CaptivateIQForma.ai[+ Add Product](#)

Pricing

**CaptivateIQ**
No pricing available

**Forma.ai**
Free Trial

**Contact Us** · Contact us

**Pricing Insights**
from reviews

Time to Implement

**CaptivateIQ**
3 monthsFaster

Based on 18 responses

**Forma.ai**
7 months

Based on 13 responses

Return on Investment

**CaptivateIQ**
11 months

Based on 13 responses

**Forma.ai**
10 months1 month sooner

Based on 8 responses

Perceived Cost

**CaptivateIQ**
$$$$$

**Forma.ai**
Not enough reviews yet

Average Discount

**CaptivateIQ**
18%

**Forma.ai**
Not enough reviews yet

 ![CaptivateIQ](https://images.g2crowd.com/uploads/product/hd_favicon/692764d544294ca14208a55081ac9031/captivateiq.svg "CaptivateIQ")

 ![Forma.ai](https://images.g2crowd.com/uploads/product/hd_favicon/05fc5b28a97036870db092cfdf270c08/forma-ai.svg "Forma.ai")

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**Pros & Cons**
from reviews

**CaptivateIQ**
[
Ease of Use (507)
](https://www.g2.com/products/captivateiq/reviews?filters%5Bsentiment_snippet%5D=1195114&qs=pros-and-cons#reviews)[
Simple (230)
](https://www.g2.com/products/captivateiq/reviews?filters%5Bsentiment_snippet%5D=1195555&qs=pros-and-cons#reviews)[
Learning Curve (77)
](https://www.g2.com/products/captivateiq/reviews?filters%5Bsentiment_snippet%5D=1195737&qs=pros-and-cons#reviews)[
Missing Features (52)
](https://www.g2.com/products/captivateiq/reviews?filters%5Bsentiment_snippet%5D=1194776&qs=pros-and-cons#reviews)

**Forma.ai**
[
Ease of Use (8)
](https://www.g2.com/products/forma-ai/reviews?filters%5Bsentiment_snippet%5D=1428870&qs=pros-and-cons#reviews)[
Customer Support (6)
](https://www.g2.com/products/forma-ai/reviews?filters%5Bsentiment_snippet%5D=1428540&qs=pros-and-cons#reviews)[
Data Management (3)
](https://www.g2.com/products/forma-ai/reviews?filters%5Bsentiment_snippet%5D=1427779&qs=pros-and-cons#reviews)[
Learning Curve (3)
](https://www.g2.com/products/forma-ai/reviews?filters%5Bsentiment_snippet%5D=1428670&qs=pros-and-cons#reviews)

Integrations

**CaptivateIQ**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4c697348c4308e45662f69fd954993d8/docusign.png "Product Avatar Image")

Docusign

](https://www.g2.com/products/docusign/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e2894f5a2f0d4a7de385125b178b4e11/five9-intelligent-cloud-contact-center-platform.png "Product Avatar Image")

Five9 Intelligent Cloud...

](https://www.g2.com/products/five9-intelligent-cloud-contact-center-platform/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image")

HubSpot Sales Hub

](https://www.g2.com/products/hubspot-sales-hub/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image")

Salesforce Sales Cloud

](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[
View all
](https://www.g2.com/products/captivateiq/integrations)

**Forma.ai**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6581ac213d7946f2ef27505905652457/adp-global-payroll.png "Product Avatar Image")

ADP Global Payroll

](https://www.g2.com/products/adp-global-payroll/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_1a70cdd349865c820ee875c1e18cada7/data-360-formerly-salesforce-data-cloud.jpeg "Product Avatar Image")

Data 360 (formerly Salesforce Data Cloud)

](https://www.g2.com/products/data-360-formerly-salesforce-data-cloud/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a6c205d533dba77b318af96d91beb2ac/databricks.jpeg "Product Avatar Image")

Databricks

](https://www.g2.com/products/databricks/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8ae550b82163743139b87e7ec02ad670/dayforce.png "Product Avatar Image")

Dayforce

](https://www.g2.com/products/dayforce/reviews)[
View all
](https://www.g2.com/products/forma-ai/integrations)

Screenshots

**CaptivateIQ**
 ![CaptivateIQ screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/141095/CIQ-Review-Business-Health-Screenshot-Empower-Reps-Design-v1.png)

**Forma.ai**
 ![Forma.ai screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1717938/Forma.ai-for-quota-planning.png)

**Ratings**
from reviews

Meets Requirements

**CaptivateIQ**

9.4

9.42,567

**Forma.ai**

9.3

9.355

Ease of Use

**CaptivateIQ**

9.4

9.42,595

**Forma.ai**

9.4

9.458

Ease of Setup

**CaptivateIQ**

8.8

8.8676

**Forma.ai**

8.4

8.440

Ease of Admin

**CaptivateIQ**

8.7

8.7246

**Forma.ai**

8.9

8.925

Quality of Support

**CaptivateIQ**

9.5

9.51,883

**Forma.ai**

9.5

9.551

Has the product been a good partner in doing business?

**CaptivateIQ**

9.4

9.4247

**Forma.ai**

9.9

9.926

Product Direction (% positive)

**CaptivateIQ**

9.1

9.12,371

**Forma.ai**

10.0

10.056

**Features**
ratings from reviews

Sales Compensation[Hide 62 FeaturesShow 62 Features](javascript:void(0);)

8.7

2,067

8.5

55

Additional Functionality

Data Import/Export

Not enough data

Not enough data

Commission Calculator

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Commission Scheduling

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Commission Rules/Conditions

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Financial Analysis

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Sales Rep Portal

Commission Estimator

9.1(won by 1.0)

1649

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.1

30

Dispute Management

8.8(won by 0.2)

1332

8.6

38

Compensation Statements

9.4(won by 0.2)

1901

9.2

45

Plan Documents and Agreements

8.9(won by 0.4)

1422

8.5

37

Individual and Team Performance Reports

8.8

1403

9.0(won by 0.2)

42

Mobile User Support

8.4

1187

8.5(won by 0.1)

33

Agency Commission

Not enough data

Not enough data

Tiered Commissions

Not enough data

Not enough data

Percentage Commissions

Not enough data

Not enough data

Split Commissions

Not enough data

Not enough data

Flat Commissions

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Compensation Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Incentive Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Management Portal

Sales Org Performance Reports

8.7(tied score)

1101

8.7(tied score)

37

Monitor Sales Rep Performance

8.8

1199

9.1(won by 0.3)

37

Quota Assignments/Management

8.8(tied score)

1235

8.8(tied score)

37

Commission splits and overrides

8.9(won by 0.3)

1307

8.6

38

Workflow and Approvals

8.8(won by 0.3)

990

8.5

39

Territory Assignments/Management

Feature Not Available

8.5(won by default)

35

Budgeting

Feature Not Available

8.0(won by default)

32

Customizable Reports

Not enough data

Not enough data

Administration

Adjustments/Dispute Resolution

8.9(won by 0.1)

1221

8.8

40

Comp Modeling - Ease of Admin

8.8(won by 0.3)

1189

8.5

41

Comp Modeling - Design Flexibility

8.8(won by 0.4)

1184

8.4

41

Comp Statement Calculation and Distribution

9.0(tied score)

1331

9.0(tied score)

41

Reports and Dashboards

8.9

1388

9.0(won by 0.1)

43

Sales Hierarchy Management

8.6

1139

8.7(won by 0.1)

41

Activity Dashboard

Not enough data

Not enough data

Platform

Third-Party Integrations

8.7(won by 0.5)

840

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.2

31

Financial Integration

8.5(won by 0.3)

762

8.2

28

HCM/HRIS Integration

8.3(won by 0.1)

726

8.2

25

Customization

8.4(won by 0.3)

786

8.1

35

Internationalization

8.4(won by 0.2)

739

8.2

26

Performance and Reliability

9.1(won by 0.4)

939

8.7

39

APIs

8.4(won by 0.2)

765

8.2

27

Accounting Integration

Not enough data

Not enough data

Agentic AI - Sales Compensation

Natural Language Interaction

7.5(won by default)

157

Not enough data

Sales Performance Management[Hide 82 FeaturesShow 82 Features](javascript:void(0);)

8.3

467

8.1

12

Agentic AI - Sales Performance Management

Autonomous Task Execution

6.8(won by default)

32

Not enough data

Natural Language Interaction

6.8(won by default)

32

Not enough data

Proactive Assistance

6.8(won by default)

33

Not enough data

Incentives

Triggers

8.5(won by 0.9)

269

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.6

9

Commission Calculator

9.1(won by 0.9)

382

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.2

10

Leaderboards

8.6(won by 0.1)

241

8.5

9

Badges

Feature Not Available

7.9(won by default)

8

Personalization

Custom Reports

8.8(won by 1.1)

312

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.7

11

Dashboards

9.0(won by 0.8)

348

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.2

10

Goal Setting/Tracking

8.8(won by 0.3)

309

|

Verified

8.5

10

Profiles

Feature Not Available

8.1(won by default)

9

Sales Reports

Not enough data

Not enough data

Incentive Management

Not enough data

Not enough data

Administrative

Third-Party Integrations

8.9(won by 0.6)

306

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.3

8

Employee Structure

8.8(won by 0.6)

297

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.2

10

Behavior Monitoring

8.4(won by 0.4)

174

8.0

9

Additional Functionality

Generative AI

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Employee Reward Programs

Not enough data

Not enough data

Employee Management

Not enough data

Not enough data

Ongoing Performance Tracking

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Commission Management

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Sales Planning

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Quota Planning

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Rewards Points

Not enough data

Not enough data

Organizational Charting

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Milestone Tracking

Not enough data

Not enough data

Territory Management

Not enough data

Not enough data

Performance Appraisal

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Sales Onboarding & Training

Not enough data

Not enough data

Employee Recognition

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Ratings/Reviews

Not enough data

Not enough data

API

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Goal Management

Not enough data

Not enough data

Assignment Management

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Kanban Board

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Prospecting Tools

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Product Catalog

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Appointment Scheduling

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Transfers/Routing

Not enough data

Not enough data

Activity/News Feed

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Revenue Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Call Logging

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Sales Intelligence[Hide 70 FeaturesShow 70 Features](javascript:void(0);)

8.4

39

Not enough data

Additional Functionality

Calendar Sync

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Conversation Intelligence

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Strategic Planning

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Customer Profiles

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Data Cleansing

Not enough data

Not enough data

Prospecting Tools

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

Multi-Channel Data Collection

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Lead Generation

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Data Availability

Contact Data Availability

8.7(won by default)

33

Not enough data

Company Data Availability

9.0(won by default)

32

Not enough data

Industry Research Availability

8.2(won by default)

32

Not enough data

Technographic Data Availability

8.4(won by default)

31

Not enough data

Data Accuracy

Contact Data Accuracy

8.9(won by default)

31

Not enough data

Technographic Data Accuracy

8.7(won by default)

29

Not enough data

Company Data Accuracy

9.1(won by default)

29

Not enough data

Agentic AI - Sales Intelligence

Autonomous Task Execution

8.0(won by default)

11

Not enough data

Cross-system Integration

8.7(won by default)

10

Not enough data

Adaptive Learning

8.6(won by default)

11

Not enough data

Natural Language Interaction

8.5(won by default)

11

Not enough data

Proactive Assistance

8.3(won by default)

11

Not enough data

Decision Making

8.6(won by default)

11

Not enough data

AI/Machine Learning

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Calendar/Reminder System

Not enough data

Not enough data

Platform

Internationalization

8.7(won by default)

31

Not enough data

Performance and Reliability

9.0(won by default)

33

Not enough data

Reporting/Dashboards

8.9(won by default)

33

Not enough data

Mobile User Support

8.3(won by default)

27

Not enough data

User, Role, and Access Management

8.9(won by default)

32

Not enough data

APIs

8.9(won by default)

30

Not enough data

Deal Management

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Territory Management

Not enough data

Not enough data

Sales Activity Management

Not enough data

Not enough data

Features

Lead Builder

7.7(won by default)

27

Not enough data

Integration to CRM/Marketing Automation

7.7(won by default)

28

Not enough data

Data Cleaning/Enrichment

8.0(won by default)

29

Not enough data

Data Segmentation/Filtering

8.0(won by default)

29

Not enough data

Search

8.1(won by default)

29

Not enough data

News/People Alerts

7.6(won by default)

27

Not enough data

Connections

8.1(won by default)

26

Not enough data

Reporting

8.5(won by default)

29

Not enough data

Messaging

7.7(won by default)

25

Not enough data

Real-Time Data

Not enough data

Not enough data

Intent Data

Not enough data

Not enough data

Sales Automation

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Sales Analytics[Hide 58 FeaturesShow 58 Features](javascript:void(0);)

8.0

71

Not enough data

Agentic AI - Sales Analytics

Autonomous Task Execution

7.5(won by default)

34

Not enough data

Cross-system Integration

8.0(won by default)

34

Not enough data

Adaptive Learning

7.8(won by default)

34

Not enough data

Natural Language Interaction

7.9(won by default)

35

Not enough data

Proactive Assistance

7.7(won by default)

35

Not enough data

Third-Party Integrations

Not enough data

Not enough data

CRM Integration

Not enough data

Not enough data

Data Sourcing

Data Sourcing

8.5(won by default)

64

Not enough data

Exporting & Sharing Data

8.6(won by default)

65

Not enough data

Multi-Device Data Visualization

8.4(won by default)

63

Not enough data

Interactive Dashboards

8.4(won by default)

68

Not enough data

Data Segmentation

8.4(won by default)

65

Not enough data

Predictive Analytics

Lead Scoring

7.9(won by default)

62

Not enough data

Opportunity Scoring

8.0(won by default)

61

Not enough data

Risk Analysis

7.8(won by default)

62

Not enough data

Live Forecasting

7.7(won by default)

62

Not enough data

Budgeting/Forecasting

Not enough data

Not enough data

Correlation Analysis

Not enough data

Not enough data

Competitive Analysis

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

Statistical Analysis

Not enough data

Not enough data

Sales Management

Live Pipeline Management

7.9(won by default)

63

Not enough data

Sales Gamification

7.9(won by default)

61

Not enough data

Account-Based Analytics

8.2(won by default)

60

Not enough data

Activity Tracking

8.2(won by default)

62

Not enough data

Predictive Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Opportunity Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Additional Functionality

Dynamic Modeling

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

API

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Modeling & Simulation

Not enough data

Not enough data

Exception Reporting

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

"What If" Scenarios

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Graphical Data Presentation

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Business Process Control

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Pipeline Reports

Not enough data

Not enough data

Sales Coaching[Hide 50 FeaturesShow 50 Features](javascript:void(0);)

7.5

16

Not enough data

Agentic AI - Sales Coaching

Multi-step Planning

7.1(won by default)

7

Not enough data

Cross-system Integration

7.4(won by default)

7

Not enough data

Adaptive Learning

6.9(won by default)

7

Not enough data

Decision Making

7.4(won by default)

7

Not enough data

AI/Machine Learning

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Training

Knowledge Base

8.3(won by default)

15

Not enough data

Coaching Materials

7.9(won by default)

15

Not enough data

Playbook Creation

7.4(won by default)

15

Not enough data

Video Record

7.0(won by default)

15

Not enough data

Feedback

Review

7.4(won by default)

15

Not enough data

Scorecard

7.9(won by default)

15

Not enough data

Coaching Card

7.6(won by default)

15

Not enough data

Leaderboard

8.0(won by default)

15

Not enough data

Real-Time Updates

8.0(won by default)

15

Not enough data

Competition

7.4(won by default)

15

Not enough data

Notifications

7.4(won by default)

15

Not enough data

Generative AI

AI Text Summarization

7.4(won by default)

15

Not enough data

Generative AI

Not enough data

Not enough data

Additional Functionality

Performance Metrics

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Automatic Transcription

Not enough data

Not enough data

Call Recording

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Built-in Course Authoring

Not enough data

Not enough data

Learning Paths/Tracks

Not enough data

Not enough data

Assessment Management

Not enough data

Not enough data

Video Conferencing

Not enough data

Not enough data

Conversation Intelligence

Not enough data

Not enough data

Call Monitoring

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Learning Management

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Content Library

Not enough data

Not enough data

Recommendations

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Call Tracking

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Onboarding

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Sales & Ops Planning[Hide 5 FeaturesShow 5 Features](javascript:void(0);)

8.2

37

Not enough data

Collaborate

Optimization

8.4(won by default)

37

Not enough data

Supply Chain Planning

8.0(won by default)

35

Not enough data

Logistics

Warehouse Optimization

8.2(won by default)

35

Not enough data

Inventory Targets

8.2(won by default)

35

Not enough data

Procurement Planning

8.2(won by default)

35

Not enough data

Compensation Planning[Hide 31 FeaturesShow 31 Features](javascript:void(0);)

8.8

90

Not enough data

Platform - Compensation Planning

Compensation Budgeting

8.7(won by default)

88

Not enough data

Merit Cycle Planning

8.4(won by default)

86

Not enough data

Pay Transparency

8.8(won by default)

87

Not enough data

Automated Compliance

8.7(won by default)

85

Not enough data

Reward Structuring

8.8(won by default)

85

Not enough data

Compensation History

8.9(won by default)

87

Not enough data

Succession Planning

Not enough data

Not enough data

Salary Planning

Not enough data

Not enough data

Additional Features - Compensation Planning

Reporting Capabilities

8.8(won by default)

86

Not enough data

Workflow Automation

8.8(won by default)

85

Not enough data

Integrations

8.9(won by default)

84

Not enough data

Additional Functionality

Approval Process Control

Not enough data

Not enough data

Duplicate Detection

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Employee Onboarding

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Compensation Statements

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Automated Receipt Matching

Not enough data

Not enough data

Organizational Charting

Not enough data

Not enough data

Market Data Analysis

Not enough data

Not enough data

Employee Reward Programs

Not enough data

Not enough data

Employee Portal

Not enough data

Not enough data

Compensation Plan Modeling

Not enough data

Not enough data

Employee Database

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Sales Planning[Hide 14 FeaturesShow 14 Features](javascript:void(0);)

8.0

25

Not enough data

Sales Performance Features - Sales Planning

Revenue Planning

8.0(won by default)

23

Not enough data

Account Scoring

8.3(won by default)

23

Not enough data

Account Segmentation

8.0(won by default)

23

Not enough data

Scenario Modeling

8.1(won by default)

22

Not enough data

Integrations

8.0(won by default)

22

Not enough data

Sales Performance

8.0(won by default)

23

Not enough data

Sales Forecasting

7.9(won by default)

23

Not enough data

Territory Management - Sales Planning

Territory Planning

7.9(won by default)

22

Not enough data

Territory Management

7.8(won by default)

22

Not enough data

Quota & Capacity Management - Sales Planning

Capacity Management

8.0(won by default)

22

Not enough data

Quota Management

8.3(won by default)

22

Not enough data

Quota Planning

8.2(won by default)

22

Not enough data

Agentic AI - Sales Planning

Autonomous Task Execution

7.9(won by default)

11

Not enough data

Multi-step Planning

7.6(won by default)

11

Not enough data

User Insights

Reviewers' Company Size

[![CaptivateIQ](https://images.g2crowd.com/uploads/product/hd_favicon/692764d544294ca14208a55081ac9031/captivateiq.svg "CaptivateIQ")](https://www.g2.com/products/captivateiq/reviews)

CaptivateIQ

Small-Business(50 or fewer emp.)

6.3%

Mid-Market(51-1000 emp.)

67.9%

Enterprise(\> 1000 emp.)

25.8%

[![Forma.ai](https://images.g2crowd.com/uploads/product/hd_favicon/05fc5b28a97036870db092cfdf270c08/forma-ai.svg "Forma.ai")](https://www.g2.com/products/forma-ai/reviews)

Forma.ai

Small-Business(50 or fewer emp.)

7.8%

Mid-Market(51-1000 emp.)

56.3%

Enterprise(\> 1000 emp.)

35.9%

Small-Business

(50 or fewer emp.)

6.3%

7.8%

Mid-Market

(51-1000 emp.)

67.9%

56.3%

Enterprise

(\> 1000 emp.)

25.8%

35.9%

Reviewers' Industry

[![CaptivateIQ](https://images.g2crowd.com/uploads/product/hd_favicon/692764d544294ca14208a55081ac9031/captivateiq.svg "CaptivateIQ")](https://www.g2.com/products/captivateiq/reviews)
CaptivateIQ

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%

[![Forma.ai](https://images.g2crowd.com/uploads/product/hd_favicon/05fc5b28a97036870db092cfdf270c08/forma-ai.svg "Forma.ai")](https://www.g2.com/products/forma-ai/reviews)
Forma.ai

Medical Devices

23.4%

Computer Software

18.8%

Telecommunications

7.8%

Information Technology and Services

7.8%

Retail

6.3%

Other

35.9%

FAQs

## CaptivateIQ vs Forma.ai FAQs

Generated using AI

Last updated: August 16, 2026

### What is the difference between CaptivateIQ vs Forma.ai?

CaptivateIQ and Forma.ai are both highly rated Sales Compensation platforms, but CaptivateIQ stands out for its extensive review volume and detailed commission tracking, while Forma.ai is noted for its managed service model and strong customer support.

| [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | [Forma.ai](https://www.g2.com/products/forma-ai/reviews) |
| --- | --- |
| 4.7/5 (3,487 reviews) | 4.7/5 (63 reviews) |
| Mid-Market | Mid-Market |
| 8.8 | 8.4 |
| 9.4 | 9.5 |
| Detailed commission tracking and real-time earnings visibility | Managed service model and responsive customer support |

### How do the pricing models of CaptivateIQ and Forma.ai compare?

Forma.ai is rated higher for value, with reviewers expressing greater satisfaction with its pricing and managed service model.

- **CaptivateIQ:** Reviewers highlight automation and transparency but note that complex setups may require additional support, impacting perceived value for some organizations.
- **Forma.ai:** Reviewers consistently cite the managed service model as reducing overhead and providing strategic guidance, with positive sentiment around cost-effectiveness and adaptability.
- **Switching reasons:** Recent reviews mention moving to Forma.ai to reduce consulting spend and gain more reliable administrative reporting.

### What are the best alternatives to CaptivateIQ and Forma.ai?

The top three alternatives to CaptivateIQ and Forma.ai are Xactly, Varicent, and Salesforce Spiff.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5 (3,487) | Mid-Market | Reviewers note automation and transparency, but mention setup complexity for advanced plans. | Detailed commission tracking and real-time earnings visibility |
| [Forma.ai](https://www.g2.com/products/forma-ai/reviews) | 4.7/5 (63) | Mid-Market | Reviewers highlight cost savings from managed service and strong support. | Managed service model and responsive customer support |
| [Xactly](https://www.g2.com/products/xactly/reviews) | 4.2/5 (1,096) | Enterprise | — | Enterprise-grade scalability and robust reporting |
| [Varicent](https://www.g2.com/products/varicent-varicent/reviews) | 4.5/5 (601) | Enterprise | — | Flexible modeling and analytics for complex compensation plans |
| [Salesforce Spiff](https://www.g2.com/products/salesforce-spiff/reviews) | 4.6/5 (3,068) | Mid-Market | — | Ease of use and rapid deployment for sales teams |

### Which Sales Compensation features should I prioritize when comparing CaptivateIQ and Forma.ai?

Buyers should prioritize Dashboards, Compensation Management, Reporting, Integrations, and Plan Flexibility when comparing CaptivateIQ and Forma.ai.

- **Dashboards:** CaptivateIQ has 114 all-time mentions for detailed breakdowns and dashboards; Forma.ai is frequently praised for dashboard usability and real-time visibility.
- **Compensation Management:** CaptivateIQ has 111 all-time mentions; Forma.ai has 5 all-time mentions, with reviewers noting adaptability to complex structures.
- **Reporting:** CaptivateIQ has 117 all-time mentions for reporting; Forma.ai reviewers highlight the need for more self-service reporting but praise current reliability.
- **Integrations:** CaptivateIQ is cited for Docusign integration (18 all-time mentions); Forma.ai reviewers mention strong integration with existing systems.
- **Plan Flexibility:** CaptivateIQ is noted for flexibility in plan design and scenario modeling; Forma.ai is recognized for adapting to evolving compensation needs.

### What are the pros and cons of CaptivateIQ vs Forma.ai?

CaptivateIQ's headline strength is detailed commission tracking and transparency, while Forma.ai excels in managed service and customer support.

- **CaptivateIQ strengths:** 507 all-time mentions for ease of use, 230 for simplicity, 186 for accuracy, 169 for visibility, 161 for commission tracking, and 137 for transparency.
- **CaptivateIQ trade-offs:** Reviewers note setup complexity for advanced plans, a learning curve for complex configurations, and requests for more customizable dashboards and reporting.
- **Forma.ai strengths:** Reviewers highlight managed service, responsive support (5 all-time mentions), dashboard usability, and adaptability to complex compensation structures.
- **Forma.ai trade-offs:** Reviewers mention a learning curve, limited self-service reporting, and occasional delays in dashboard refresh cycles.

### Is CaptivateIQ or Forma.ai better for small businesses?

CaptivateIQ is a stronger fit for small businesses, as recent reviews and segment data show more adoption and positive sentiment in this segment.

- **CaptivateIQ:** Largest segment is Mid-Market, but recent reviews from small-business users highlight ease of use and transparency for smaller teams.
- **Forma.ai:** Largest segment is Mid-Market, with reviewers noting the platform's scalability for large sales organizations and managed service benefits for complex needs.

### Which Sales Compensation platform has better integrations?

CaptivateIQ is favored for integrations, with reviewers specifically citing Docusign integration and ease of connecting with other systems.

- **CaptivateIQ:** Docusign integration is mentioned in 18 reviews, and recent reviews highlight smooth integration with Salesforce and NetSuite.
- **Forma.ai:** Reviewers mention integration with existing systems and data sources, but no specific third-party tools are cited with publishable counts.

### How do CaptivateIQ and Forma.ai compare on customer support?

Forma.ai has a slight edge in Quality of Support, scoring 9.5 versus CaptivateIQ's 9.4, which is below the materiality threshold, indicating near-parity.

- **CaptivateIQ:** Reviewers consistently praise responsive and helpful support, with 112 all-time mentions for customer support and positive feedback on the support team's problem-solving.
- **Forma.ai:** Reviewers highlight the managed service model, strategic guidance, and ongoing partnership, with 5 all-time mentions for customer support and frequent praise for the team's responsiveness and expertise.

### Which is easier to implement, CaptivateIQ or Forma.ai?

CaptivateIQ and Forma.ai score within 0.4 points on Ease of Setup (8.8 vs 8.4), indicating near-parity, with both products requiring some initial learning curve for complex plans.

- **CaptivateIQ:** Reviewers note that setup is straightforward for standard plans but can become complex for advanced configurations, sometimes requiring external support or consultancy.
- **Forma.ai:** Reviewers describe the initial setup as time-consuming for complex incentive structures, but praise the support team for guiding implementation and reducing manual work post-launch.

### Which product has better Dashboards?

Both CaptivateIQ and Forma.ai are highly rated for Dashboards, with reviewers citing real-time visibility and detailed breakdowns as key strengths.

- **CaptivateIQ:** 114 all-time mentions for detailed breakdowns and dashboards, with reviewers praising real-time earnings visibility and scenario modeling.
- **Forma.ai:** Reviewers frequently highlight dashboard usability, real-time performance tracking, and clear visualizations, with multiple recent mentions of dashboards building seller trust.

Alternatives

**CaptivateIQ Alternatives**

 ![Xactly](https://images.g2crowd.com/uploads/product/hd_favicon/5c1f8add060942a47324bc40c56e0467/xactly.svg "Xactly")

[
Xactly
](/products/xactly/reviews)

 ![Varicent](https://images.g2crowd.com/uploads/product/hd_favicon/656a2c087e5c081ba4b74872f9278d72/varicent-varicent.svg "Varicent")

[
Varicent
](/products/varicent-varicent/reviews)

 ![Salesforce Spiff](https://images.g2crowd.com/uploads/product/hd_favicon/77fe7943233c4289d66088fdb63f07b9/salesforce-spiff.svg "Salesforce Spiff")

[
Salesforce Spiff
](/products/salesforce-spiff/reviews)

 ![Performio](https://images.g2crowd.com/uploads/product/hd_favicon/51d372aba5ca7df111cf61ac5a7f043a/performio.svg "Performio")

[
Performio
](/products/performio/reviews)

**Forma.ai Alternatives**

 ![Salesforce Spiff](https://images.g2crowd.com/uploads/product/hd_favicon/77fe7943233c4289d66088fdb63f07b9/salesforce-spiff.svg "Salesforce Spiff")

[
Salesforce Spiff
](/products/salesforce-spiff/reviews)

 ![Varicent](https://images.g2crowd.com/uploads/product/hd_favicon/656a2c087e5c081ba4b74872f9278d72/varicent-varicent.svg "Varicent")

[
Varicent
](/products/varicent-varicent/reviews)

 ![Xactly](https://images.g2crowd.com/uploads/product/hd_favicon/5c1f8add060942a47324bc40c56e0467/xactly.svg "Xactly")

[
Xactly
](/products/xactly/reviews)

 ![QuotaPath](https://images.g2crowd.com/uploads/product/hd_favicon/f117eb3c7e4145cacb58bbb70dd3cdfe/quotapath.svg "QuotaPath")

[
QuotaPath
](/products/quotapath/reviews)