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

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EverstageForma.ai[+ Add Product](#)

Pricing

**Everstage**
Free Trial

**Contact Us** · Contact us for further details

**Forma.ai**
Free Trial

**Contact Us** · Contact us

**Pricing Insights**
from reviews

Time to Implement

**Everstage**
2 monthsFaster

Based on 9 responses

**Forma.ai**
7 months

Based on 13 responses

Return on Investment

**Everstage**
8 months2 months sooner

Based on 8 responses

**Forma.ai**
10 months

Based on 8 responses

Perceived Cost

**Everstage**
$$$$$

**Forma.ai**
Not enough reviews yet

Average Discount

**Everstage**
15%

**Forma.ai**
Not enough reviews yet

**Pros & Cons**
from reviews

**Everstage**
[
Ease of Use (179)
](https://www.g2.com/products/everstage/reviews?filters%5Bsentiment_snippet%5D=1671469&qs=pros-and-cons#reviews)[
Commission Tracking (103)
](https://www.g2.com/products/everstage/reviews?filters%5Bsentiment_snippet%5D=1670340&qs=pros-and-cons#reviews)[
Learning Curve (32)
](https://www.g2.com/products/everstage/reviews?filters%5Bsentiment_snippet%5D=1670901&qs=pros-and-cons#reviews)[
Time Delays (24)
](https://www.g2.com/products/everstage/reviews?filters%5Bsentiment_snippet%5D=1670636&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

**Everstage**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_88f3e15be6914c7646d3fea773374114/adp-compensation-management.jpeg "Product Avatar Image")

ADP Compensation Management

](https://www.g2.com/products/adp-compensation-management/reviews)[

 ![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_a7a56e684dc598f6db412d26903dc66a/chargebee.png "Product Avatar Image")

Chargebee

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

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f1d919f829e98cf3fab60428e4540e0a/close.png "Product Avatar Image")

Close

](https://www.g2.com/products/close/reviews)[
View all
](https://www.g2.com/products/everstage/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

**Everstage**
 ![Everstage 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/182215/Plan-Build.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

**Everstage**

9.3

9.31,284

**Forma.ai**

9.3

9.355

Ease of Use

**Everstage**

9.6

9.62,063

**Forma.ai**

9.4

9.458

Ease of Setup

**Everstage**

9.5

9.51,259

**Forma.ai**

8.4

8.440

Ease of Admin

**Everstage**

9.3

9.3226

**Forma.ai**

8.9

8.925

Quality of Support

**Everstage**

9.4

9.41,103

**Forma.ai**

9.5

9.551

Has the product been a good partner in doing business?

**Everstage**

9.5

9.5222

**Forma.ai**

9.9

9.926

Product Direction (% positive)

**Everstage**

9.4

9.41,203

**Forma.ai**

10.0

10.056

**Features**
ratings from reviews

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

8.7

1,020

8.5

55

Additional Functionality

Commission Calculator

9.6(won by default)

34

Not enough data

Forecasting

10.0(won by default)

6

Not enough data

Single Sign On

6.0(won by default)

5

Not enough data

Alerts/Notifications

5.8(won by default)

6

Not enough data

Reporting/Analytics

8.8(won by default)

42

Not enough data

Search/Filter

5.8(won by default)

6

Not enough data

Performance Metrics

8.7(won by default)

13

Not enough data

Real-Time Reporting

8.2(won by default)

15

Not enough data

Data Import/Export

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

Status Tracking

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

Access Controls/Permissions

Not enough data

Not enough data

Commission Rules/Conditions

Not enough data

Not enough data

Financial Analysis

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Sales Rep Portal

Commission Estimator

9.3(won by 1.2)

745

 (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)

644

8.6

38

Compensation Statements

9.3(won by 0.1)

847

9.2

45

Plan Documents and Agreements

8.9(won by 0.4)

658

8.5

37

Individual and Team Performance Reports

9.0(tied score)

763

9.0(tied score)

42

Mobile User Support

9.1(won by 0.6)

313

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

8.5

33

Compensation Management

9.7(won by default)

6

Not enough data

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

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

9.0(won by 0.3)

623

8.7

37

Monitor Sales Rep Performance

9.0

622

9.1(won by 0.1)

37

Territory Assignments/Management

9.3(won by 0.8)

311

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

8.5

35

Quota Assignments/Management

9.0(won by 0.2)

610

8.8

37

Commission splits and overrides

9.1(won by 0.5)

614

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

8.6

38

Workflow and Approvals

8.9(won by 0.4)

585

8.5

39

Budgeting

8.8(won by 0.8)

560

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

8.0

32

Customizable Reports

5.5(won by default)

7

Not enough data

Administration

Adjustments/Dispute Resolution

8.9(won by 0.1)

588

8.8

40

Comp Modeling - Ease of Admin

9.0(won by 0.5)

601

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

8.5

41

Comp Modeling - Design Flexibility

9.0(won by 0.6)

599

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

8.4

41

Comp Statement Calculation and Distribution

9.1(won by 0.1)

618

9.0

41

Reports and Dashboards

9.1(won by 0.1)

671

9.0

43

Sales Hierarchy Management

9.0(won by 0.3)

602

8.7

41

Activity Dashboard

Not enough data

Not enough data

Platform

Third-Party Integrations

9.2(won by 1.0)

479

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

8.2

31

Financial Integration

9.2(won by 1.0)

457

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

8.2

28

HCM/HRIS Integration

9.0(won by 0.8)

432

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

8.2

25

Customization

9.0(won by 0.9)

472

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

8.1

35

Internationalization

9.1(won by 0.9)

442

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

8.2

26

Performance and Reliability

9.3(won by 0.6)

506

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

8.7

39

APIs

9.0(won by 0.8)

446

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

8.2

27

Accounting Integration

Not enough data

Not enough data

Agentic AI - Sales Compensation

Natural Language Interaction

8.0(won by default)

90

Not enough data

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

Not enough data

8.1

12

Agentic AI - Sales Performance Management

Autonomous Task Execution

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Incentives

Badges

Not enough data

7.9(won by default)

8

Triggers

Not enough data

7.6(won by default)

9

Commission Calculator

Not enough data

8.2(won by default)

10

Leaderboards

Not enough data

8.5(won by default)

9

Personalization

Profiles

Not enough data

8.1(won by default)

9

Custom Reports

Not enough data

7.7(won by default)

11

Dashboards

Not enough data

8.2(won by default)

10

Goal Setting/Tracking

Not enough data

8.5(won by default)

10

Sales Reports

Not enough data

Not enough data

Incentive Management

Not enough data

Not enough data

Administrative

Third-Party Integrations

Not enough data

8.3(won by default)

8

Employee Structure

Not enough data

8.2(won by default)

10

Behavior Monitoring

Not enough data

8.0(won by default)

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

Show 3 feature categories with incomplete data

Quote Management[Hide 37 FeaturesShow 37 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

AI Copilot

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Customer History

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Automated Quoting

Not enough data

Not enough data

Price/Margin Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Pricing and Cost Calculations

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Catalog Management

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Discount Management

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Proposal Generation

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Estimating

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Pricing Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

CPQ[Hide 65 FeaturesShow 65 Features](javascript:void(0);)

Not enough data

Not enough data

Configuration - cpq

Product Catalog

Not enough data

Not enough data

Guided Selling

Not enough data

Not enough data

Configuration Rules

Not enough data

Not enough data

Price Configuration

Not enough data

Not enough data

Visual Configuration

Not enough data

Not enough data

Pricing

Pricing Flexibility

Not enough data

Not enough data

Discounting

Not enough data

Not enough data

Commerical Rules

Not enough data

Not enough data

Terms and Conditions

Not enough data

Not enough data

Approval Workflow

Not enough data

Not enough data

Renewals

Not enough data

Not enough data

Quoting

Grouping

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Quote Document Generation

Not enough data

Not enough data

Ordering

Not enough data

Not enough data

Contracts

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Admin

Configuration Ease of Admin

8.0(won by default)

5

Not enough data

Workflow Management

8.3(won by default)

5

Not enough data

Document Management

8.7(won by default)

5

Not enough data

Pricing Administration

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Discount Management

Not enough data

Not enough data

Catalog Management

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Renewal Management

Not enough data

Not enough data

Price/Margin Management

Not enough data

Not enough data

Order Management

Not enough data

Not enough data

Channels

Mobile User Support

Not enough data

Not enough data

Channel Partner Support

Not enough data

Not enough data

eCommerce

Not enough data

Not enough data

Platform

CRM Integration

8.0(won by default)

5

Not enough data

Integration API

8.7(won by default)

5

Not enough data

Internationalization

8.0(won by default)

5

Not enough data

Scalability

8.3(won by default)

6

Not enough data

Reporting and Dashboards

7.7(won by default)

5

Not enough data

ERP Integration

8.3(won by default)

5

Not enough data

Activity Dashboard

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Generative AI - cpq

Dynamic Quoting

Not enough data

Not enough data

Dynamic Pricing

Not enough data

Not enough data

Personalized Sale Recommendations

Not enough data

Not enough data

Additional Functionality

Price and Cost Calculations

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Rules Engine

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Sales Automation

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Product Configurator

Not enough data

Not enough data

Self Service Portal

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Bills of Material

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Document Templates

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

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

Not enough data

Not enough data

Sales Performance Features - Sales Planning

Revenue Planning

Not enough data

Not enough data

Account Scoring

Not enough data

Not enough data

Account Segmentation

Not enough data

Not enough data

Scenario Modeling

Not enough data

Not enough data

Integrations

Not enough data

Not enough data

Sales Performance

Not enough data

Not enough data

Sales Forecasting

Not enough data

Not enough data

Territory Management - Sales Planning

Territory Planning

Not enough data

Not enough data

Territory Management

Not enough data

Not enough data

Quota & Capacity Management - Sales Planning

Capacity Management

Not enough data

Not enough data

Quota Management

Not enough data

Not enough data

Quota Planning

Not enough data

Not enough data

Agentic AI - Sales Planning

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Everstage](https://images.g2crowd.com/uploads/product/hd_favicon/53d4138fe680227164ca710e1b8ac999/everstage.svg "Everstage")](https://www.g2.com/products/everstage/reviews)

Everstage

Small-Business(50 or fewer emp.)

4.3%

Mid-Market(51-1000 emp.)

60.7%

Enterprise(\> 1000 emp.)

35.0%

[![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.)

4.3%

7.8%

Mid-Market

(51-1000 emp.)

60.7%

56.3%

Enterprise

(\> 1000 emp.)

35.0%

35.9%

Reviewers' Industry

[![Everstage](https://images.g2crowd.com/uploads/product/hd_favicon/53d4138fe680227164ca710e1b8ac999/everstage.svg "Everstage")](https://www.g2.com/products/everstage/reviews)
Everstage

Computer Software

24.6%

Information Technology and Services

20.4%

Education Management

12.5%

E-Learning

11.7%

Manufacturing

10.8%

Other

20.0%

[![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%

Alternatives

**Everstage Alternatives**

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

[
CaptivateIQ
](/products/captivateiq/reviews)

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

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

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

[
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