---
title: CaptivateIQ Reviews
meta_title: 'CaptivateIQ Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 3489 reviews by the users' company size, role or industry
  to find out how CaptivateIQ works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 3489
  scale: '5'
date_modified: '2026-09-25'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# CaptivateIQ Reviews
**Vendor:** CaptivateIQ  
**Category:** [Sales Compensation Software](https://www.g2.com/categories/sales-compensation)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 3,489  
**AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality.
## About CaptivateIQ
Planning and incentives in sync—finally. CaptivateIQ is the only modern platform that brings quota, territory, headcount, and compensation into a single, AI-powered workspace—built for agility, alignment, and scale. Purpose-built for modern revenue teams, CaptivateIQ bridges the gap between incentive compensation management and sales planning, so strategy, execution, and measurement operate in perfect harmony. Legacy SPM solutions and spreadsheets weren’t designed for dynamic go-to-market organizations. CaptivateIQ replaces slow, error-prone, siloed processes with a unified platform that seamlessly connects your sales planning, incentive management, and performance tracking. Revenue leaders benefit from one shared source of truth from capacity planning to payout, aligning incentives with strategic goals to drive behaviors that move the business forward. Your plans, your way: plan for anything, pivot anytime. With SmartGrid™—our proprietary, no-code modeling engine—teams build, test, and iterate their go-to-market strategies at the speed of business. Model even the most complex plans with logic-based workflows, evaluate what-if scenarios in real time, and make adjustments as needs change. Admins and analysts gain full ownership with a familiar, spreadsheet-like interface that reduces errors and rework, backed by SmartGrid™ for robust data integration—without technical bottlenecks or external consultants Full ownership, no limits. End-to-end collaboration is at your fingertips with built-in approvals, commentary, and workflows, streamlining the hand-off from plan design through execution and measurement. Sales teams enjoy instant, accurate visibility into their earnings, on-demand statements, and an interactive commission estimator, empowering them to focus on high-value activities and adapt with confidence. CaptivateIQ empowers every function—RevOps, Finance, Sales, and more—to adjust plans, incentivize performance, and deliver on revenue growth targets, all within a flexible environment that adapts as quickly as business does. From enterprise-grade controls to in-depth reporting and dashboards, revenue teams monitor, measure, and optimize at every step to maximize success. Trusted by over 800 leading companies—including Boston Scientific, Datadog, and 6sense—CaptivateIQ sets a new standard for sales performance management. We are proud to be a category leader on G2, backed by thousands of enthusiastic customer reviews. When change is the only constant, CaptivateIQ gives revenue teams agility, clarity, and control—ensuring your planning and incentives finally work together, so you can grow stronger no matter what comes next.



## CaptivateIQ Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users find CaptivateIQ to be **easy to use** for tracking commissions and checking payouts efficiently. (519 reviews)
- Users find CaptivateIQ **super easy to use** , simplifying commission tracking and making it hassle-free for everyone. (238 reviews)
- Users appreciate the **ease of use** of CaptivateIQ, facilitating error checking and transparent commission tracking. (217 reviews)
- Users value the **accurate data presentation** of CaptivateIQ, enabling quick access to commission details and payouts. (188 reviews)
- Users find CaptivateIQ's **intuitive interface** highly efficient, making incentive compensation management simple and user-friendly. (188 reviews)
- Visibility (174 reviews)
- Users value the **efficiency** of CaptivateIQ, making commission tracking quick and hassle-free across various platforms. (171 reviews)
- User Interface (167 reviews)
- Users value the **time-saving updates** on commissions and performance, enhancing their productivity and efficiency. (166 reviews)
- Commission Tracking (165 reviews)

**What users dislike:**

- Users find the **learning curve challenging** , often needing assistance to navigate CaptivateIQ's complex reporting and customization features. (80 reviews)
- Users feel the **absence of key features** , such as an app, tax calculator, and a consistent UI experience. (55 reviews)
- Users find **reporting issues** cumbersome and time-consuming, often needing support to create straightforward reports. (46 reviews)
- Users experience a **difficult learning curve** with CaptivateIQ, particularly when configuring dashboards and understanding pricing. (43 reviews)
- Users report experiencing **slow loading** times for data refreshes and payout reviews, impacting their overall experience. (43 reviews)
- Users experience occasional **slow performance** with CaptivateIQ, particularly during heavy use at the end of the month. (42 reviews)
- Not Intuitive (39 reviews)
- Complexity (35 reviews)
- Data Inaccuracy (33 reviews)
- Setup Difficulty (32 reviews)

## CaptivateIQ Reviews
  ### 1. Excellent comp tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ana-Maria C. | Sr. Commission Analyst, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 30, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

CaptivateIQ has exceeded my expectations. I have been working with different comp tools during the last 8 years and CIQ is by far the most user friendly and flexible one. Apart from offering transparency to the sales reps, it is also very easy to use from an admin perspective. It has smart features, such as the What-if calculator (that allows the reps to see the potential earnings for future deals), an embedded ticketing system (the Inquiry feature), great customization of commission statements, reports, dashboards, and even allows for the automatic identification of the deals generating true-up balances. What I like the most is that the Support team is really responsive and helpful as compared to other tools on the market (some even more reputable, see Xactly). Also, I appreciate the fact that the CIQ team always strives to improve their product and releases new features that improve the tool. I am totally content with my decision to use CIQ, because once you set it up correctly, it is very easy to use.

**What do you dislike about CaptivateIQ?**

I cannot say that there's something I dislike about the tool. If you are not familiar with the tool then you may find its customized formulas odd, or maybe some features may seem difficult to use (such as Advanced Reporting), but with some training everything makes sense.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CIQ is a great compensation tool. It offers flexibility in creating and managing commission plans. It allows admins to manage compensation throughout the business cycle from the starting point of routing the sales compensation plans via DocuSign to the sales employees until they earn their commissions and they get paid.

  ### 2. Game-Changer for Commission Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rachel C. | Field Sales Operations Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 16, 2025

**What do you like best about CaptivateIQ?**

CaptivateIQ has completely transformed how we manage sales commissions. The platform is intuitive, flexible, and eliminates the manual effort and errors that come with spreadsheets. I especially appreciate the customizable logic, robust reporting features, and how easy it is to audit and trace calculations. Their customer support is responsive and knowledgeable, and the implementation process was smoother than expected. With CaptivateIQ, we’ve gained both visibility and confidence in our incentive programs—making payout cycles faster and more transparent for everyone involved.

**What do you dislike about CaptivateIQ?**

The reporting capabilities are powerful, but building reports can feel a bit bulky and unintuitive at first. It takes some upfront effort to configure everything the way you want. That said, once the reports are set up, they’re easy to use, reliable, and provide the clarity we need for ongoing analysis.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ has eliminated the manual, error-prone processes we previously relied on for calculating commissions. It centralizes our data, automates complex logic, and gives both our finance and go-to-market teams real-time visibility into comp. This has significantly reduced payout cycles, improved accuracy, and built greater trust across the organization in how commissions are tracked and paid.

  ### 3. CaptivateIQ- A powerful and intuitive tool for Sales Commission Administration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Luke A. | Sr, Manager, Sales Commissions, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 15, 2025

**What do you like best about CaptivateIQ?**

I've been using CaptivateIQ for 5 years at different organizations and I'm generally very impressed with its performance overall. As an Admin of the platform, I have witnessed the evolution of the platform to incorporate more features and the company is extremely responsive customer feedback and recommendations for enhancements. The user interface is intuitive and easy to navigate, which allows for quick onboarding of new Admins / Users and has significantly sped up my teams' workflow. Integrations are easy to setup and maintain. I would Overall, I would highly recommend CaptivateIQ for its ease of use and efficiency.

**What do you dislike about CaptivateIQ?**

CapitvateIQ is a relatively newer entrant to the ICM marketplace. The platform may lack some of the features of more established ICM tools, but the gap between themselves and their competitors has narrowed significantly and the company consistently releases enhancements that enhance the Admin (and User) experience regularly.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ eliminates the need for manual calculations, eliminating the exposure to formula errors. Data integrations allow for real-time commission previews and

  ### 4. We’ve loved using the platform—it’s clean, easy to navigate, and consistently accurate.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brett J. | CFO, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 14, 2025

**What do you like best about CaptivateIQ?**

The most helpful aspect has been how easily the software handles our complex commission structures—some jobs involve payouts to over 10 individuals, and it simplifies calculation, tracking, and review with incredible efficiency. We use it weekly to manage and review payouts, and it’s become an essential part of our workflow. The implementation process was also seamless, which made adoption across our team quick and painless. The biggest upsides are accurate and timely commission payments, plus transparent reporting—our sales team can log in anytime to view their current and historical pay, which builds trust and reduces questions.

**What do you dislike about CaptivateIQ?**

The main downside is that when we need changes to our complex commission plans or request new features, it often requires escalation to a senior support resource—these requests are typically beyond the scope of the standard support team.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ has eliminated the need for a large team to manually manage commissions—what used to require 10–15 employees can now be done in minutes. Commissions are calculated in real time, and reports are instantly available to the field, streamlining communication and reducing confusion.

  ### 5. Automates Commissions with Great Flexibility

**Rating:** 4.5/5.0 stars

**Reviewed by:** Adrienne W. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** March 19, 2026

**What do you like best about CaptivateIQ?**

I love how flexible CaptivateIQ is and how the environment adapts quickly. I also love the component feature; it saves me a lot of time, especially with plans that share common logic.

**What do you dislike about CaptivateIQ?**

I feel like the reporting and dashboards could be more customizable

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ automates commission calculations and provides real-time visibility into earnings. The component feature saves me time with plans that share common logic.

  ### 6. Simple Reviews for Complex Statements

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 28, 2026

**What do you like best about CaptivateIQ?**

Simple review except with complex or lengthy statements.

**What do you dislike about CaptivateIQ?**

Very basic. If I wanted to tie line items back to our CRM we do not have that capability to quickly check the details of a deal or commission item.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Commissions and reviews for a larger organization.

  ### 7. RevOps

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** April 23, 2026

**What do you like best about CaptivateIQ?**

The ability to pay our sellers on any plan we choose

**What do you dislike about CaptivateIQ?**

It can be difficult to set up without help from CIQ. But the help that CIQ provides is fantastic.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Being able to pay our sellers and continue to do so as we scale as a business.

  ### 8. Effortless Commission Management with Stellar Adaptability

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 02, 2022

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

I like CaptivateIQ's adaptability for easily changing commission plans. It works like a spreadsheet, making modeling and altering plans very simplistic regardless of how the plan needs to change. I appreciate that it's a self-serve approach. The initial setup was very simple, and the team at CaptivateIQ was helpful.

**What do you dislike about CaptivateIQ?**

Potentially some of the reporting features could be improved. If the sellers could subscribe to their own payout statements that would be great.

**What problems is CaptivateIQ solving and how is that benefiting you?**

I use CaptivateIQ for commission calculations and payouts. It solves commission plan tracking and provides dashboards for sellers and managers. I like its adaptability and self-serve approach for easily changing plans.

  ### 9. Nothing to complain about, I get my commission every month. Have not had any issues

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andrew G. | Account Executive, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 23, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

Gets me my money at the same time every month

**What do you dislike about CaptivateIQ?**

Don't really know what else it does besides get me my commission

**What problems is CaptivateIQ solving and how is that benefiting you?**

they get me my commission every month

  ### 10. Easy to use, great employee visibility

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 07, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

Captivate makes it easy to know at a glance what your expected payout will be.

**What do you dislike about CaptivateIQ?**

It would be great to have stronger audit trail functionality should any numbers be updated.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Captivate provides visibility into end of quarter commission payouts

  ### 11. Makes Tracking Commissions Way Easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fernando M. | Channel Sales Representative, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 21, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

It is easy to understand and use; the platform is very easy to track and understand how commissions are calculated. I like how transparent everything feels — I can see the breakdown of each deal and how it impacts my payout without having to chase anyone for details.m is really user-friendly,

**What do you dislike about CaptivateIQ?**

Nothing really — I haven’t had any issues so far.

**What problems is CaptivateIQ solving and how is that benefiting you?**

This is not necessarily a problem; we use this platform in Axonius for Sales Compensation purposes. As an individual contributor, I can review my commissions there.

  ### 12. Fast Processing and Easy-to-Understand Formulas

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** April 23, 2026

**What do you like best about CaptivateIQ?**

The formulas are easy to understand for calculations, and everything processes quickly.

**What do you dislike about CaptivateIQ?**

The lan document features are lacking. It's basically docusign which is very cumbersome

**What problems is CaptivateIQ solving and how is that benefiting you?**

CIQ is resolving our complex plans with flexibility which is accommodating our ability to execute as opposed to pushing back.

  ### 13. Flexible, Game Changer for Commission Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Julia S. | Customer success consultant, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** July 29, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

Transformed the way our team was able to handle commissions. The flexibility was a standout feature and is UI is clean and modern.

**What do you dislike about CaptivateIQ?**

It was harder for users to use, just a learning curve involved which could take some time

**What problems is CaptivateIQ solving and how is that benefiting you?**

Gave the business transparency, fewer errors and better alignment between sales and finance. It helps scale us and gives control and visibility over commissions.

  ### 14. Easy to use!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anneliese M. | Account Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a review partner

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 23, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

I appreciate being able to drill down into my deals and view the percentage of payouts, the go live stage, and my rate all in one place.

**What do you dislike about CaptivateIQ?**

Sometimes I wish I could see what my future payout is based on my sales earlier in the month, but that may be on my companies settings rather than a captivate flaw

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ helps see what deals I still am owed on and which are in staging vs golive so I can follow up on them internally

  ### 15. Learning more and more about Captivates capabilities each day

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Organic:** Organic review. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 15, 2022

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

I like the global attributes addition and that moving from one plan to another has become easier. Captivate really helps us organize our data. Overall data entry and navigation has become simpler in Captivate with the improvements they have made.

**What do you dislike about CaptivateIQ?**

Creating dashboards and platforms for managers to view their employees is difficult and not very user friendly.  We struggle with building dashboards on our own. 

**What problems is CaptivateIQ solving and how is that benefiting you?**

Captivate is improving the True Up tool and that was one of the most important features for me.

  ### 16. Clear, User-Friendly Interface but Needs Real-Time Updates

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** October 28, 2025

**What do you like best about CaptivateIQ?**

I love CaptivateIQ because it clearly outlines how much I am getting paid and from what section of my comp plan that the payment is coming from. I can see where I am at in terms of % to quota for the year. It is a very pretty interface and easy to use

**What do you dislike about CaptivateIQ?**

I wish that CaptivateIQ had the ability to update comp plans in real time. I don't love that I can't see how I am doing for the month and have to wait until the new month to see my commission. I wish it was updated daily so you could see how you were performing for the month.

**What problems is CaptivateIQ solving and how is that benefiting you?**

It helps me see how I am doing for the month and clearly outlines my commission statements and structure.

  ### 17. Makes life managing commissions much easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Heather T. | Assistant Controller, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 09, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

They have great support options and knowledgeable staff. The tool supports the calculation for payroll and also the accounting side.

**What do you dislike about CaptivateIQ?**

The spreadsheets and formulas can be complicated, generally need to pay for a specialists hours to get new plans built or old plans changed or rolled into the new year.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Having to track commissions and amortization via a spreadsheet and having to manually calculate commissions monthly.

  ### 18. IQ review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** October 05, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

its easy to check infromation very handy and straightforward UI

**What do you dislike about CaptivateIQ?**

nothing i like it a lot May be helpful to see pre-tax and after-tax amounts on the same page

**What problems is CaptivateIQ solving and how is that benefiting you?**

I know how much I am going to be receiving

  ### 19. Super User-Friendly and Easy to Navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** April 21, 2026

**What do you like best about CaptivateIQ?**

The ease. Its super user friendly and easy to find what you need.

**What do you dislike about CaptivateIQ?**

It would be helpful if there was a total for each year and quarter.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Keeping all our incentives in one place thats easy to keep track of.

  ### 20. A very nice tool. getting better

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 10, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

It's like an excel, but on cloud. 
It's very easy to deal with it.
The costumer support is awesome, as well as the technical support.

**What do you dislike about CaptivateIQ?**

It's still growing. There are some changes that impact to a previous work.
and yet, it's getting better!

**What problems is CaptivateIQ solving and how is that benefiting you?**

We have a complex plan. I save a lot of time with it.

  ### 21. Empowers Teams, But Steep Learning Curve at First

**Rating:** 3.5/5.0 stars

**Reviewed by:** Janelle A. | Administrative Assistant, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** October 27, 2025

**What do you like best about CaptivateIQ?**

What I like best about CaptivateIQ is how it empowers teams to take control of their incentive compensation.

**What do you dislike about CaptivateIQ?**

One area I think could be improved is the initial learning curve. It can be difficult to grasp at first, but once you get the hang of it, it s pretty easy to use.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ has completely changed how commission tracking works. Instead of waiting weeks to find out if my numbers are correct, I can see them in real time and understand how each deal impacts my payout.

  ### 22. Fit for purpose, quick and simple

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jake S. | Sales Manager, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 12, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

Really quick and simple, fit for purpose. Can either have very simple breakdowns or more complex for quota plans with lots of variables.

**What do you dislike about CaptivateIQ?**

Can be a bit time consuming to flick through payment periods (previous months) but can't think of a way this could be improved.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Quick and simple to report on and action compensation pay outs

  ### 23. Detailed and Itemized commission tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nick B. | Sales Development Representative, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 04, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

It shows a breakdown of opportunities that I'm receiving credit for although it's less clear with MBOs. That could also be partly my manager's not putting much info in. 

**What do you dislike about CaptivateIQ?**

I would love to see a link to the opportunities sourced that I'm being paid on as an SDR

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ allows me to hold my management responsible for delivering on my commission. It gives visibility into how much exactly I'm making in commission.

  ### 24. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin B. | Sr Account Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 07, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

It remains extremely easy to use, and all of my staff really enjoy working with it.

**What do you dislike about CaptivateIQ?**

We can't think of anything negative; in our opinion, it's great.

**What problems is CaptivateIQ solving and how is that benefiting you?**

I no longer need to explain to the Sales team how their final payouts are determined, as everything is now presented in a single location with all the relevant supporting data easily accessible.

  ### 25. User Friendly

**Rating:** 4.0/5.0 stars

**Reviewed by:** Allison M. | Dealer Relations, Account Manager , Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 16, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

Tracking my commissions is easier with this tool.

**What do you dislike about CaptivateIQ?**

It is now another tool to log in to. if this could be integrated into Workday, which is what houses my pay slips etc. that would be helpful!

**What problems is CaptivateIQ solving and how is that benefiting you?**

streamlined our commission management process by replacing what used to be a manual, spreadsheet-heavy workflow. The platform gives us clear visibility into payouts, automates calculations that used to take hours, and reduces errors that previously required back-and-forth review.

  ### 26. Detailed Comp Insights and Easy Escalations, Dashboards Empower Leaders

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rachel D. | Customer Success Leader, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** October 21, 2025

**What do you like best about CaptivateIQ?**

The deal comp information is detailed, and the escalations process is easy to manage.

I particularly like the ability to create dashboards - in complex comp scenarios it allows leaders to see how their % of blended comp payout compares within their teams.

**What do you dislike about CaptivateIQ?**

I'd like to be able to easily click into historic escalations - new leader on the team and would like to be able to see where there has been confusion without having to ask.

**What problems is CaptivateIQ solving and how is that benefiting you?**

I can see compensation for my team in one place

  ### 27. Clear Payout Tracking, Room for Continuous Improvement

**Rating:** 4.5/5.0 stars

**Reviewed by:** James N. | Business Development Rep, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** October 21, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

I like that my payout is listed clearly, and that the breakdown and history of payouts is as well.

**What do you dislike about CaptivateIQ?**

Nothing about the platform i dislike, but there is always room to improve things of course

**What problems is CaptivateIQ solving and how is that benefiting you?**

It is showing me my payout and breakdown in a clear way instead of just appearing on a paycheck

  ### 28. Concise platform amazing and easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ezequiel L. | Account Executive, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 06, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

The best thing about Captivate is the ease of use along with user friendly interface. Everything is easily accessible and reporting is great! I would recommend this to other companies.

**What do you dislike about CaptivateIQ?**

The "lag" time it takes for something to update from integrating platforms.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Captivate takes away the guess work on compensation related questions and information

  ### 29. CaptivateIQ Review: Commission Statements

**Rating:** 5.0/5.0 stars

**Reviewed by:** Colin B. | Senior Vice President of Sales, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 19, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

CaptivateIQ is great because it offers flexibility when I am needing to make amendments or corrections, and user-friendly automation in commission management when I go to review my commission statements.

**What do you dislike about CaptivateIQ?**

I cannot find anything that I particularly dislike about it. It has made our entire commission review process so much easier.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ solves several issues we were having before, delivering benefits like automation, accuracy, issue resolution, and transparency for me and my team.

  ### 30. Fantastic Dashboard, all KPI's covered

**Rating:** 4.5/5.0 stars

**Reviewed by:** Bhavesh B. | Partner Success Manager, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 18, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

Achievement %, quarterly performance on same dashboard helps a lot 

**What do you dislike about CaptivateIQ?**

for yearly total achievement can be made just for information sake

**What problems is CaptivateIQ solving and how is that benefiting you?**

Need not to put Target and attainment, all is automated from BI tool

  ### 31. Top ICM Tool on the Market (SaaS)

**Rating:** 4.5/5.0 stars

**Reviewed by:** Saxton A. | Director, Sales Compensation, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** April 16, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

Ease of use, customer support, number of features, continued rollout of new features.

**What do you dislike about CaptivateIQ?**

Ease of implementation, some difficulties getting data into the right formatting for reporting

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ is solving the problem of calculating and managing commissions manually, and instead allows us to focus our limited bandwidth on providing insights and reporting to constantly grow and move forward. If we were bogged down by doing all of this manually, we would never be able to evolve as a sales org. It's also allowing us to have all of our sales compensation data, including plan docs and questions, housed in one singular place. This makes it easy to have an audit trail for the future. In addition, this tool has exponentially increased the amount of visibility into commissions for our individual sales employees who are using this tool.

  ### 32. Effortless Commission Management with Intuitive Design, Minor Delays on Updates

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** October 17, 2025

**What do you like best about CaptivateIQ?**

What I like best about CaptivateIQ is how easy it makes managing and understanding commissions. The platform is intuitive, visually clear, and eliminates so much of the manual work that used to take hours. I love that I can quickly see my performance and payouts without needing to dig through spreadsheets.

**What do you dislike about CaptivateIQ?**

There’s not much to dislike, but occasionally the data refresh or payout updates take a little longer than I’d expect.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ has made tracking commissions so much easier. I don’t have to dig through spreadsheets or wait for updates anymore — everything’s right there and super clear. It saves a ton of time and takes away the guessing game around payouts. I like knowing exactly how my numbers are calculated and that everything’s accurate.

  ### 33. Flexible, Transparent, and Ideal for Growing Teams

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tanay M. | Software Developer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** May 30, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

Over time, I’ve grown to appreciate how CaptivateIQ handles workflow automation. 
It has the ability to track changes, approvals and audit calculations, compensation process is much much easier. A must for payout cycles.

**What do you dislike about CaptivateIQ?**

Once the models get larger data refreshes take a lot of time.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ has removed the manual work. Automated logic is a must these days and CaptivateIQ has cut down errors and made monthly payouts faster and easier.

  ### 34. Game changer !

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karen N. | Sales rep, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** October 16, 2025

**What do you like best about CaptivateIQ?**

As a solar sales representative, CaptivateIQ has been a game-changer for managing and tracking commissions. The platform is extremely helpful for understanding how my earnings are calculated, especially in an industry where commission structures can be complex and constantly changing.

**What do you dislike about CaptivateIQ?**

Some reports could be more customizable for sales reps who want to analyze their performance trends in more depth.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ benefits me by reducing confusion, improving accuracy, and giving me more visibility and control over my commissions, so I can focus on selling rather than tracking numbers.

  ### 35. Great tool for tracking payout + progress

**Rating:** 4.5/5.0 stars

**Reviewed by:** Aliza H. | Customer Success Associate 2, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 05, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

Easy to track how much i earned, and what deals I brought in, and how much booking credit I was getting per deal

**What do you dislike about CaptivateIQ?**

Stopped tracking deals once I hit the max. Would have liked to see it continue to track for my own records, but that may have been something my company admin configured.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Solving the large issue of tracking sales credit and payouts, tracking bookings credit for each sale

  ### 36. Transparent & Efficient Commission Management for AEs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Moayad Y. | Account Executive, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 20, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

I like CaptivateIQ’s intuitive interface and automated commission calculations—it makes tracking and managing payouts much faster and more accurate

**What do you dislike about CaptivateIQ?**

CaptivateIQ could improve reporting flexibility and provide more advanced analytics options for deeper insights

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ eliminates manual tracking, reduces errors, and provides real-time transparency into commissions

  ### 37. Great aplication

**Rating:** 5.0/5.0 stars

**Reviewed by:** Montzerrat C. | Representante técnico de ventas, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Organic:** Organic review. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 12, 2022

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

the simplicity to watch the commission and the preview


**What do you dislike about CaptivateIQ?**

 nothing it is a great tool for manage the comission plan

**What problems is CaptivateIQ solving and how is that benefiting you?**

it is so helpful to understand our commission plan and manage the information

  ### 38. Effortless Commission Management with Real-Time Transparency

**Rating:** 4.5/5.0 stars

**Reviewed by:** Devon J. | Solutions Engineer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** November 13, 2025

**What do you like best about CaptivateIQ?**

CaptivateIQ streamlines the process of managing complex sales commissions and offers real-time transparency. Thanks to this, I no longer experience any confusion regarding my compensation. Great customer support.

**What do you dislike about CaptivateIQ?**

The software can be challenging to learn at first, tends to be expensive, and requires a lengthy implementation process.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Problem: Manual, slow, error-prone commission calcs & lack of transparency. Benefit: Automation saves time, reduces errors, and motivates sellers with clear, real-time pay visibility.

  ### 39. It has been great! Makes it easy to understand how and why I get paid!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brooke O. | Senior Customer SUccess Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 23, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

I love the ease of use and the way it lays out how I get paid. It really helps me understand my compensation

**What do you dislike about CaptivateIQ?**

a year ago it was harder to understand where the numbers were all coming from. It is much easier now! I think that was more of my compnaies problem

**What problems is CaptivateIQ solving and how is that benefiting you?**

Helping me better understand how I am compensated and giving me reminders to review my compensation

  ### 40. CaptivateIQ Flexible ICM, Struggling Reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Quinten S. | Digital Product Manager, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 29, 2025

**What do you like best about CaptivateIQ?**

CaptivateIQ offers flexibility that is unmatched. We come from a system that required a lot of time to develop new rules and it is not the case with CIQ. We can create a new rule or change an existing rule within minutes. I love the table-driven approach, with no prescribed way to deliver data, endless opportunities.

**What do you dislike about CaptivateIQ?**

Reporting is where the system can be improved. There are conflicts with filters and limitations within the way we can present data. This has been a strain on our implementation.

**What problems is CaptivateIQ solving and how is that benefiting you?**

The problem CIQ solves is commission calculation for Advisors as well as performance reporting. This solution also is the 1st step into enterprise performance and sales forecasting. We use this solution to implement complex incentive structure.

  ### 41. Seamless commission review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kristin W. | Team Lead - BDR, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** June 27, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

CaptivateIQ is really easy to navigate. Reviewing commission breakdowns and requesting reviews is very simple.

**What do you dislike about CaptivateIQ?**

I've experienced a few times where I wasn't notified of my commission needing review and I've had to login without notification to check the status.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Commission review by necessary parties in sales org. Makes the process of associating sales opportunities with individuals so much easier, no more separate spreadsheets and uploads, way less manual tracking.

  ### 42. Visibility and Transparency

**Rating:** 4.0/5.0 stars

**Reviewed by:** Aaron D. | Account Executive, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 06, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

Great user experience and user interface
Love the transparency and visibility of the platform for anticipation and planning to know what is in the pipeline and what to expect

**What do you dislike about CaptivateIQ?**

not a lot of customization on the home screen

Seems to lack full visibility around "why and what" is being calculated

**What problems is CaptivateIQ solving and how is that benefiting you?**

Knowing my commission and how much i should be expecting which is really helpful given that i am on ramp

  ### 43. CaptiveIQ has completely changed the way we handle commissions.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 11, 2025

**What do you like best about CaptivateIQ?**

Before CaptiveIQ, commission reporting was a dreaded, time-consuming process filled with spreadsheets, manual calculations, and inevitable mistakes. Now, everything is automated, accurate, and transparent. The platform pulls in our sales data, applies our commission rules perfectly, and generates clear, detailed reports in minutes.

What I love most is the real-time visibility—our team can log in anytime to see exactly where their commissions stand, which has boosted trust, motivation, and overall morale. The audit trail is flawless, so disputes are virtually eliminated.

**What do you dislike about CaptivateIQ?**

CaptiveIQ’s commission reporting is accurate and well-organized, but there’s a noticeable delay between when sales are recorded and when they appear in the system.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ takes the headache out of commission tracking by automating calculations and pulling data straight from our CRM. No more manual spreadsheets, back-and-forth with finance, or worrying about errors. It gives me real-time visibility into where I stand for the month, so I can focus on selling instead of chasing numbers. That transparency keeps me motivated and helps build trust in the payout process.

  ### 44. Accurate Commissions and Clear Dashboards Make Compensation Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** 1DS21EE006 A. | Student, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** January 08, 2026

**What do you like best about CaptivateIQ?**

What I like best about CaptivateIQ is it's accurate and transparent commission calculations, flexible compensation modelling, and clear dashboards that make it easy to understand earnings and performance.

**What do you dislike about CaptivateIQ?**

At first,it can feel a bit confusing to understand all the features, especially during setup,but it gets easier after some use.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ solves the problem of manual and error-phone commission calculations.It helps me clearly understand my earnings,reduces disputes,saves time,and gives confidence that payouts are accurate and transparent.

  ### 45. CaptivateIQ is the best tool to review accurate my quarterly bonus!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deivis M. | Business Development Representative , Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 19, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

I appreciate how easily the layout presents information and how the system organizes and breaks down the items. It makes everything straightforward to understand.

**What do you dislike about CaptivateIQ?**

At this point, I haven't encountered any issues. Everything seems to be working well with this tool.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Previously, I used to get an Excel file, but with Captivate, I now receive information presented in a much better layout and format.

  ### 46. Clear and Detailed Explanations Make Learning Effortless

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sachidananda G. | Senior Solutions Engineer, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** November 16, 2025

**What do you like best about CaptivateIQ?**

The explanation provided is clear and detailed, making it easy to understand the composition without any hesitation or need for further clarification.

**What do you dislike about CaptivateIQ?**

There are too many tabs being added, which makes the forms feel cluttered. Reducing the number of tabs would help simplify the components and make the forms easier to use.

**What problems is CaptivateIQ solving and how is that benefiting you?**

Multiple components are handled in an easy and simplified way.

  ### 47. CIQ Experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anthony N. | Senior Manager - Revenue Compensation & Operations, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 15, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about CaptivateIQ?**

CIQ is the best commission product that I have used. It is easy to use, and the customer support is unmatched.

**What do you dislike about CaptivateIQ?**

The only downside is that the reporting/dashboarding can be tricky to set up and maintain.

**What problems is CaptivateIQ solving and how is that benefiting you?**

It is helping us pay, accrue, report, and model commissions.

  ### 48. User-Friendly Interface Makes Tasks Simple

**Rating:** 4.0/5.0 stars

**Reviewed by:** Walker W. | Sales Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 18, 2025

**What do you like best about CaptivateIQ?**

The interface is quite easy to use. I love the font they have on these forms

**What do you dislike about CaptivateIQ?**

I think the screens glitch with numbers sometimes so the backend could be improved

**What problems is CaptivateIQ solving and how is that benefiting you?**

They are allowing me to track my team members goals and view how we are pacing.

  ### 49. Financial planning made simple

**Rating:** 3.5/5.0 stars

**Reviewed by:** Michael S. | Account Executive, Information Technology and Services, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 05, 2025

**What do you like best about CaptivateIQ?**

As a sales professional, it seems like every year the compensation plans are prone to change. CaptivateIQ puts all of the sales data together in a convenient place and makes it easy to figure out how much I'll be making in commission per pay period.

**What do you dislike about CaptivateIQ?**

There was a bit of a learning curve when I started using the software. Luckily, my direct manager had training on how to use CaptivateIQ and has been able to walk me through the payment dashboards.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ helps me figure out how much commission payment I can expect in my pay periods. My company did not have a tool in place for this task prior to CaptivateIQ.

  ### 50. Commission Tracking Made Simple

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 01, 2025

**What do you like best about CaptivateIQ?**

CaptivateIQ has completely transformed our commission management by eliminating the manual spreadsheet work and calculation errors we used to deal with monthly. What I appreciate most is the real-time visibility that lets our sales team track their earnings as deals close, combined with the flexible customization that handles our complex commission structures without requiring technical expertise. The automated calculations and clear audit trails give our finance team confidence, while the robust reporting features make generating statements and dashboards effortless. The responsive customer support and smooth implementation process were just icing on the cake - CaptivateIQ has made our entire incentive program more transparent, accurate, and efficient for everyone involved.

**What do you dislike about CaptivateIQ?**

The main downside is that complex commission plan changes or custom feature requests often require escalation to senior support resources, which can slow down implementation when business needs change quickly. The learning curve is steep initially, pricing can be expensive for smaller teams, and making mid-cycle adjustments to commission structures is cumbersome - you often have to wait until the next period to implement changes, which isn't ideal when you need flexibility in fast-moving sales environments.

**What problems is CaptivateIQ solving and how is that benefiting you?**

CaptivateIQ solved my biggest frustration as an SDR - never knowing where I stood with my commissions until month-end statements that were often confusing or seemed wrong. Before, I'd spend time questioning payouts and trying to track my earnings in personal spreadsheets, which was distracting from actual selling. Now I can see my commission earnings update in real-time as my leads convert and deals close, which keeps me motivated and focused on hitting my numbers instead of worrying about whether I'm being paid correctly. The transparency has eliminated all the back-and-forth with finance and given me confidence that I'm getting credit for every qualified lead I generate.


## CaptivateIQ Discussions
  - [It won't let me upload my screenshot!! But I have one, I use CaptivateIQ all the time. Hopefully I can still get credit for writing this.](https://www.g2.com/discussions/it-won-t-let-me-upload-my-screenshot-but-i-have-one-i-use-captivateiq-all-the-time-hopefully-i-can-still-get-credit-for-writing-this) - 1 comment, 1 upvote
  - [What is the best way to reach customer support?](https://www.g2.com/discussions/42577-what-is-the-best-way-to-reach-customer-support) - 2 comments, 1 upvote
  - [Are you going to integrate with Slack so we can get a notification that our commission is done?](https://www.g2.com/discussions/26240-are-you-going-to-integrate-with-slack-so-we-can-get-a-notification-that-our-commission-is-done) - 1 comment, 1 upvote
  - [Will there be an app or is there an app for mobile phones?](https://www.g2.com/discussions/13285-will-there-be-an-app-or-is-there-an-app-for-mobile-phones) - 2 comments, 1 upvote
  - [CaptivateIQ's Flexibility for Any Commission Plan](https://www.g2.com/discussions/captivateiq-s-flexibility-for-any-commission-plan) - 1 comment, 1 upvote

- [View CaptivateIQ pricing details and edition comparison](https://www.g2.com/products/captivateiq/reviews?page=4&source=search&section=pricing&secure%5Bexpires_at%5D=2026-09-25+14%3A38%3A32+-0500&secure%5Bsession_id%5D=704efbad-df4f-40a5-98fe-d6ccb1021412&secure%5Btoken%5D=1bb23918a25bf2d6a85b4c4239d5d10f2e5a83f64baf103a8ebc52e4c79841d9&format=llm_user)

## CaptivateIQ Features
**Additional Functionality**
- Data Import/Export
- Commission Calculator
- Forecasting
- SSL Security
- Status Tracking
- Single Sign On
- Alerts/Notifications
- Reporting/Analytics
- Activity Tracking
- Multi-Currency
- Commission Scheduling
- Search/Filter
- Access Controls/Permissions
- Commission Rules/Conditions
- Performance Metrics
- Financial Analysis
- Generative AI
- Real-Time Reporting
- AI Copilot

**Additional Functionality**
- Calendar Sync
- CRM
- Conversation Intelligence
- Lead Qualification
- Strategic Planning
- Customizable Reports
- Visual Analytics
- Customer Profiles
- Activity Tracking
- Alerts/Notifications
- Contact Database
- Lead Scoring
- Data Import/Export
- Data Cleansing
- Prospecting Tools
- Sentiment Analysis
- Multi-Channel Data Collection
- AI Copilot
- Dashboard Creation
- Engagement Tracking
- Generative AI
- Lead Generation
- Interaction Tracking
- Predictive Analytics
- Customizable Templates
- Collaboration Tools
- For Sales Teams/Organizations

**Sales Rep Portal**
- Commission Estimator
- Dispute Management
- Compensation Statements
- Plan Documents and Agreements
- Individual and Team Performance Reports
- Mobile User Support
- Agency Commission
- Tiered Commissions
- Percentage Commissions
- Split Commissions
- Flat Commissions
- Template Management
- Document Management
- Compensation Management
- Compliance Management
- Audit Management
- Incentive Management
- Workflow Management
- User Management

**Data Availability**
- Contact Data Availability
- Company Data Availability
- Industry Research Availability
- Technographic Data Availability

**Collaborate**
- Optimization
- Supply Chain Planning

**Sales Performance Features - Sales Planning**
- Account Scoring
- Revenue Planning
- Account Segmentation
- Sales Performance
- Sales Forecasting
- Integrations
- Scenario Modeling

**Platform - Compensation Planning**
- Compensation Budgeting
- Merit Cycle Planning
- Pay Transparency
- Automated Compliance
- Reward Structuring
- Compensation History
- Succession Planning
- Salary Planning

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Agentic AI - Sales Coaching**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Decision Making
- AI/Machine Learning
- Third-Party Integrations

**Management Portal**
- Sales Org Performance Reports
- Monitor Sales Rep Performance
- Quota Assignments/Management
- Commission splits and overrides
- Workflow and Approvals
- Customizable Reports

**Data Accuracy**
- Contact Data Accuracy
- Company Data Accuracy
- Technographic Data Accuracy

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Training**
- Knowledge Base
- Coaching Materials
- Playbook Creation
- Video Record

**Incentives**
- Triggers
- Commission Calculator
- Leaderboards

**Logistics**
- Warehouse Optimization
- Inventory Targets
- Procurement Planning

**Territory Management - Sales Planning**
- Territory Management
- Territory Planning

**Additional Features - Compensation Planning**
- Reporting Capabilities
- Workflow Automation
- Integrations

**Additional Functionality**
- Approval Process Control
- Duplicate Detection
- AI Copilot
- Customizable Reports
- Role-Based Permissions
- Employee Onboarding
- Alerts/Notifications
- Data Import/Export
- Reminders
- Customizable Templates
- Compensation Statements
- Goal Setting/Tracking
- Automated Receipt Matching
- Organizational Charting
- Market Data Analysis
- Employee Reward Programs
- Employee Portal
- Compensation Plan Modeling
- Employee Database
- Audit Trail

**Administration**
- Adjustments/Dispute Resolution
- Comp Modeling - Ease of Admin
- Comp Modeling - Design Flexibility
- Comp Statement Calculation and Distribution
- Reports and Dashboards
- Sales Hierarchy Management
- Activity Dashboard

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Feedback**
- Review
- Scorecard
- Coaching Card
- Leaderboard
- Real-Time Updates
- Notifications
- Competition

**Personalization**
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Quota & Capacity Management - Sales Planning**
- Quota Management
- Capacity Management
- Quota Planning

**Agentic AI - Sales Intelligence**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning
- Third-Party Integrations
- Calendar/Reminder System

**Platform**
- Third-Party Integrations
- Financial Integration
- HCM/HRIS Integration
- Customization
- APIs
- Internationalization
- Performance and Reliability
- Accounting Integration

**Platform**
- Internationalization
- User, Role, and Access Management
- Performance and Reliability
- Reporting/Dashboards
- Mobile User Support
- APIs
- Deal Management
- Sales Pipeline Management
- Lead Management
- Contact Management
- Workflow Management
- Territory Management
- Sales Activity Management

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Generative AI**
- AI Text Summarization
- Generative AI

**Agentic AI - Sales Planning**
- Autonomous Task Execution
- Multi-step Planning

**Additional Functionality**
- Performance Metrics
- Feedback Management
- AI Copilot
- Reporting & Statistics
- Mobile Access
- Collaboration Tools
- Gamification
- Automatic Transcription
- Call Recording
- Sales Reports
- Real-Time Analytics
- Commenting/Notes
- Built-in Course Authoring
- Learning Paths/Tracks
- Assessment Management
- Video Conferencing
- Conversation Intelligence
- Call Monitoring
- Goal Setting/Tracking
- Workflow Management
- Learning Management
- Content Management
- Training Management
- Document Management
- Content Library
- Recommendations
- Activity Dashboard
- Call Tracking
- Performance Management
- Onboarding
- Search/Filter

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Agentic AI - Sales Compensation**
- Natural Language Interaction

**Features**
- Lead Builder
- Integration to CRM/Marketing Automation
- Data Cleaning/Enrichment
- Data Segmentation/Filtering
- Search
- News/People Alerts
- Connections
- Reporting
- Messaging
- Real-Time Data
- Intent Data
- Sales Automation
- Email Marketing
- Real-Time Reporting

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