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Compare CaptivateIQ and Forma.ai 
Featured Products
At a Glance
Market Segments
Mid-Market (68.2% of reviews)
Mid-Market (57.1% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
CaptivateIQ
Star Rating
(3,449)4.7 out of 5
Market Segments
Mid-Market (68.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about CaptivateIQForma.ai
Star Rating
(50)4.8 out of 5
Market Segments
Mid-Market (57.1% 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 overall user satisfaction, boasting a significantly higher G2 Score compared to Forma.ai. Users appreciate its intuitive design, with one reviewer noting, "I could say it is the potential to automate all the process, but for me it is how easy it is to understand the tool."
- Users say that CaptivateIQ's implementation process is notably smooth, allowing teams to set up complex compensation scenarios without needing external support. This ease of setup is highlighted by feedback stating, "It's very easy to use by commissions experts who know their job best and don't need to be efficient."
- Reviewers mention that Forma.ai provides a clear and accurate view of compensation, which helps eliminate the confusion often associated with spreadsheets. Users appreciate the transparency in payouts, with one stating, "Plans update fast, payouts are transparent, and reps get answers without long back-and-forth."
- According to verified reviews, CaptivateIQ shines in its user interface, with features like quick access home screens that display core numbers at a glance. This streamlined approach is praised by users who value efficiency, saying, "More streamlined the better can always dig in if wanna know more."
- Users highlight that while Forma.ai has a strong focus on real-time compensation visibility, it has fewer reviews, which may indicate a smaller user base. However, those who use it report significant time savings, with one user noting, "Our team has been using Forma AI for over 6 months now and it's been a huge time saver for us."
- Reviewers indicate that both platforms offer high-quality support, but CaptivateIQ's overall user satisfaction and feature set make it a more favorable choice for many. Users appreciate the quality of support from CaptivateIQ, stating, "The ease of implementing most complicated scenarios without the need of external consultants or IT support is a game changer."
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
2,538
9.4
41
Ease of Use
9.5
2,568
9.4
43
Ease of Setup
8.8
650
8.4
26
Ease of Admin
8.7
243
8.9
18
Quality of Support
9.5
1,860
9.5
36
Has the product been a good partner in doing business?
9.4
244
9.9
18
Product Direction (% positive)
9.1
2,352
10.0
43
Features by Category
Sales Rep Portal
9.1
1641
8.6
26
8.8
1328
8.4
35
9.4
1886
9.1
38
9.0
1420
8.6
34
8.8
1396
8.9
34
8.4
1187
8.5
31
Management Portal
8.7
1102
8.7
34
8.8
1198
9.0
33
Feature Not Available
8.3
32
8.8
1233
8.7
34
8.9
1305
8.5
36
8.8
988
8.5
36
Feature Not Available
8.2
31
Administration
8.9
1219
8.7
36
8.8
1178
8.6
36
8.8
1174
8.4
37
9.1
1328
9.0
38
8.9
1380
9.1
39
8.6
1137
8.7
39
Platform
8.7
835
8.1
29
8.5
762
8.4
26
8.3
727
8.2
25
8.4
785
8.1
31
8.4
766
8.1
26
8.5
739
8.1
25
9.1
931
8.9
32
Agentic AI - Sales Compensation
7.5
157
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
9.1
33
Not enough data
8.1
28
Not enough data
8.9
31
Not enough data
Features
7.7
27
Not enough data
7.7
28
Not enough data
8.1
28
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
8.1
35
Not enough data
8.1
35
Not enough data
8.2
35
Not enough data
Sales Performance Features - Sales Planning
8.3
24
Not enough data
8.1
24
Not enough data
8.1
24
Not enough data
8.1
24
Not enough data
7.9
23
Not enough data
8.1
23
Not enough data
8.2
23
Not enough data
Territory Management - Sales Planning
7.9
23
Not enough data
8.0
23
Not enough data
Quota & Capacity Management - Sales Planning
8.5
23
Not enough data
8.1
23
Not enough data
8.3
23
Not enough data
Agentic AI - Sales Planning
8.1
12
Not enough data
7.8
12
Not enough data
Platform - Compensation Planning
8.8
88
Not enough data
8.5
86
Not enough data
8.8
87
Not enough data
8.8
85
Not enough data
8.8
85
Not enough data
9.0
87
Not enough data
Additional Features - Compensation Planning
8.9
86
Not enough data
8.8
85
Not enough data
8.9
84
Not enough data
Agentic AI - Sales Performance Management
7.1
32
Not enough data
7.1
32
Not enough data
7.1
33
Not enough data
Incentives
Feature Not Available
7.9
8
8.5
269
8.3
8
9.2
381
|
Verified
9.0
8
8.7
241
8.5
9
Personalization
Feature Not Available
8.1
9
8.8
312
|
Verified
8.0
9
9.0
346
|
Verified
8.5
9
8.8
309
|
Verified
8.3
9
Administrative
8.9
306
|
Verified
8.3
8
8.8
297
|
Verified
8.0
9
8.4
174
8.0
9
Agentic AI - Sales Analytics
7.5
36
Not enough data
7.9
36
Not enough data
7.8
36
Not enough data
7.7
37
Not enough data
7.7
37
Not enough data
Data Sourcing
8.5
66
Not enough data
8.6
67
Not enough data
8.4
65
Not enough data
8.3
69
Not enough data
8.4
67
Not enough data
Predictive Analytics
7.9
64
Not enough data
8.0
63
Not enough data
7.9
64
Not enough data
7.7
64
Not enough data
Sales Management
8.0
65
Not enough data
8.0
63
Not enough data
8.2
62
Not enough data
8.2
64
Not enough data
Agentic AI - Sales Coaching
7.5
8
Not enough data
7.7
8
Not enough data
7.3
8
Not enough data
7.7
8
Not enough data
Training
8.4
16
Not enough data
8.0
16
Not enough data
7.6
16
Not enough data
7.2
16
Not enough data
Feedback
7.6
16
Not enough data
8.0
16
Not enough data
7.7
16
Not enough data
8.1
16
Not enough data
8.1
16
Not enough data
7.6
16
Not enough data
7.6
16
Not enough data
Generative AI
7.6
16
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
3.0%
Other
32.2%
Medical Devices
22.4%
Computer Software
20.4%
Telecommunications
10.2%
Primary/Secondary Education
6.1%
Information Technology and Services
6.1%
Other
34.7%
Discussions
Will there be an app or is there an app for mobile phones?
2 Comments
KH
This would be great! Read more
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
What is Forma.ai used for?
3 Comments
BK
<p>the company aims to transform traditional, manual sales compensation methods into agile, data-driven systems .</p>Read more
Forma.ai has no more discussions with answers
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