CaptivateIQ vs. QuotaPath

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CaptivateIQ
Score 8.1 out of 10
N/A
CaptivateIQ in San Francisco offers their flagship sales commission management product designed to enable companies to manage and tailor mission critical sales incentive compensation programs for their workforce.N/A
QuotaPath
Score 8.6 out of 10
Mid-Size Companies (51-1,000 employees)
QuotaPath automates the commission process, helping revenue teams manage and track variable pay. Teams that use QuotaPath gain real-time visibility into commissions and forecasted earnings.
$25
per month (billed annually) per user
Pricing
CaptivateIQQuotaPath
Editions & Modules
No answers on this topic
Essential
$25
per month (billed annually) per user
Growth
$35
per month (billed annually) per user
Premium
$50
per month (billed annually) per user
Offerings
Pricing Offerings
CaptivateIQQuotaPath
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsQuotaPath has three pricing editions, each with a platform fee that includes the all-in cost of QuotaPath for teams with up to five users. (This includes user access, ongoing support, integration implementations, and is billed annually. Any users beyond the first five have a per-seat cost relative to their associated tier.) The Growth tier offers a free trial.
More Pricing Information
Community Pulse
CaptivateIQQuotaPath
Features
CaptivateIQQuotaPath
Sales ICM
Comparison of Sales ICM features of Product A and Product B
CaptivateIQ
8.2
Ratings
10% above category average
QuotaPath
7.3
Ratings
2% below category average
Sales compensation plan creation8.40 Ratings8.60 Ratings
Complex sales crediting8.50 Ratings7.90 Ratings
Sales compensation process automation9.10 Ratings9.10 Ratings
Incentive auditing/regulation compliance8.10 Ratings7.10 Ratings
Sales compensation dashboards & forecasting8.20 Ratings5.80 Ratings
Incentive modeling8.20 Ratings7.00 Ratings
Agile incentive strategy8.10 Ratings6.60 Ratings
ICM mobile visibility6.60 Ratings6.10 Ratings
User Ratings
CaptivateIQQuotaPath
Likelihood to Recommend
9.1
(0 ratings)
7.6
(0 ratings)
Likelihood to Renew
9.1
(0 ratings)
-
(0 ratings)
Usability
9.0
(0 ratings)
-
(0 ratings)
Support Rating
9.0
(0 ratings)
9.2
(0 ratings)
Implementation Rating
8.2
(0 ratings)
-
(0 ratings)
Vendor post-sale
9.1
(0 ratings)
-
(0 ratings)
Vendor pre-sale
9.1
(0 ratings)
-
(0 ratings)
User Testimonials
CaptivateIQQuotaPath
Likelihood to Recommend
Captivate IQ is well-suited for sales teams of any size. Its ability to handle multiple, complex plan management allows for any amount of reps or level of complexity to be built in, allowing any organization to benefit from its automation and platform. We've changed our plans massively each year, and it is able to handle these changes with ease. It does seem as though it pairs better with SFDC. We use Hubspot, and this works okay, but our integration sometimes lags or needs a heavier lift to adjust.
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It's really an all-in-one solution for tracking the success of a sales team. You can establish unique earning paths per sales rep (user) to allow for flexible commission structures, bonus payouts for going above and beyond, and more. I think it's a great solution for anyone looking to get more insight into their sales team's productivity - and to expand an existing sales force.
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Pros
  • Employee Self-Service: CapIQ include self-service portals for employees. This allows them to access their compensation details, track their performance, and understand how their pay is structured.
  • Error reduction - Manual calculation of incentives and bonuses is prone to errors, especially in organizations with complex compensation structures involving multiple variables, such as sales targets, performance metrics, and different payout rates. These errors can result in underpayments, overpayments, or discrepancies in compensation, which can lead to dissatisfaction among employees.
  • Real-Time Updates: In dynamic environments, compensation plans may change frequently due to shifts in business goals or market conditions. Compensation incentive software can quickly adapt to these changes, ensuring that compensation calculations remain accurate even as plans are updated. CapIQ allowed me to track my incentives live.
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  • We don’t have to calculate commissions in Excel anymore! It takes a fraction of the time it used to calculate commissions. Saves about 1-2 days on month end close. I like that it is easy for me and reps to drill down and see the calculations of their payouts. Reps can see calcs all month long instead of having to wait until the end of the month, so acts as a motivator. Sales managers can manage their direct reports better.
  • When I first started using QP, I was not thrilled with the quota attainment reporting for dollars, percent, and team management. I’m glad that they added leaderboards and are working on better reporting. I like the UX and UI of the whole software.
  • I like being able to export the following easily to Excel – resolved payouts for all payouts, payouts by rep, and Ledger (ASC 606) info.
  • Admins can request that reps acknowledge their plans through QP, which helps with compliance and ensures we are in agreement with calculations. I like that they are adding a docusign feature.
  • You can easily adjust earnings if a correction is needed, even after the month is closed. Just make sure you reverse from the end of the process (i.e. undo in ledger, undo the resolved payout, delete the unresolved payout, un-approve the deal).
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Cons
  • If there was a way to easily add a visual with the main quota's, accelerators, incentives from my comp plan and track progress to those goals that'd be a nice feature
  • Sometimes pay periods don't match up perfectly, probably an error on our end.
  • Integrations with HR software? (we use namely)
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  • More workspace roles with the ability to customize what each user is able to do. Currently, there's only member and team manager. The team manager currently has too much power and we want to remove some of the things they're able to do like approve deals.
  • When you sync a deal from the CRM, you can override the earnings but you cannot override the field value you're syncing over. It would be great if that was possible.
  • When you want to exclude a deal, you have to go in the filters and add a rule to exclude the ID. It would be better if there's an option to reject deals in certain paths as an approver.
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Likelihood to Renew
because CIQ has been a great solution to our commission systems and we're confident we can improve the features we use for the future. We want to continue improving the statements and the plans in the platform
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I don't have buying decision but we have input on the software or solutions we use and this has been a game changer to review our commissions. Quota Path makes it very easy to ensure we are on target. Saves us a lot of time compared to using spreadsheets
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Usability
I give this rating because I think that this works really well, and it helps our teams see things faster and we are able to keep up with pay outs, I give Captivate a 10/10 because I love the format and how quickly we are able to see the payouts
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No answers on this topic
Support Rating
We used support during our initial setup regarding statment errors. They were quick and concise to respond and help us solve our issues regarding this. They also directed us to the office hours that enabled us to learn of new features and upcoming announcements.
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We got a dedicated CSM to help with bugs, troubleshooting, and redesign of comp plans. When we ran into issues with the calculations, the CSM was able to assist identifying the root case so that we could fix it. CSM was also very receptive of product roadmap ideas and willing to engage quarterly or more often.
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Implementation Rating
I worked with a vendor to implement. CIQ support was very good. The implementation was very fast, particularly compared to other platforms
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No answers on this topic
Alternatives Considered
Captivate offers much more than Salesforce does on a much lighter platform at a significantly lower cost. We also see a possibly higher level of customization and better customer service in our interactions with Captivate IQ compared to Sales Force's arm of staff. Both are great companies, but we will be sticking with CIQ for the future, we see it as much more agile.
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Salesforce is better for more extensive and sales-focused companies with more nuances, but it also comes with a hefty price tag. QuotaPath is excellent for smaller teams kicking things off. I would recommend it as a beginner solution or an excellent lightweight solution for sales transparency and payouts to your team.
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Return on Investment
  • Simplified comp plans overall; after implementing CapIQ, I was able to demonstrate to Leadership that our plans were far too complex, resulting in simplification the next time plans were created.
  • Fast payout processing. Before CapIQ payout processing was manual in spreadsheets and took significantly more time than now, I quickly validated the data by comparing it to a saved report in Salesforce and then send the payouts for approval.
  • Reps can easily see their payout information and create what-if scenarios to see where they might end up if they close a deal.
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  • I can't quantify the time/money saved but we reduced the amount of time finance spent manually updating spreadsheets for comp statements.
  • We reduced the amount of disputes and issues people had with their earnings and payouts
  • We had 0 errors with deals being missed and not paid out to reps.
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ScreenShots

CaptivateIQ Screenshots

Screenshot of Automatically syncs commission data to power commission reports in real-time across every team. Data sources can be integrated directly into the commission system.Screenshot of Customized user access and visibility into commission plans and data to meet security and compliance requirements.Screenshot of The Approvals workflow, where reps and managers can ensure every payout is correct before it’s distributed.Screenshot of Displays for business performance by team, comp plan, territory, or any other metric to make data-driven decisions.Screenshot of The reps' view into earnings, with a homepage and customizable commissions statements that outline how much they've earned, details by deal, and future earning potential to keep them motivated.

QuotaPath Screenshots

Screenshot of the scalable team workflows that automate commission management, with task prioritization and success insights.Screenshot of the home experience for reps to create ownership for their compensation, where they can see updates from the last time they logged in (including deals with commissions earned), understand how they are performing, and forecast earnings based on their pipeline.Screenshot of quota attainment tracking and forecasting, to understand how individual reps and teams are pacing toward goals, with leaderboards to motivate teams with friendly competition.Screenshot of payout schedules for earned amounts, with the option to split commissions into multiple payouts with installments, and explanations of clawbacks to catch overpayments. Reps can cross-reference their earnings and know exactly what will be on their paycheck.Screenshot of the AI-Powered Plan Builder, which enables quick setups and adjustments to build and execute your comp plans in QuotaPath. Describe your plan in a few words, or upload a PDF of your plan, and allow AI to configure it for QuotaPath.Screenshot of the self-serve integrations to connect data, with CRM connections like HubSpot and Salesforce and invoicing systems like Quickbooks and Stripe.