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Head-to-head · Quota Management Software

CaptivateIQ vs Xactly Plan

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score CaptivateIQ #2 in Quota Management Software 9.2/10 Pricing on request ✓ 1 of 5 features Visit CaptivateIQ
Xactly Plan #6 in Quota Management Software 8.8/10 Pricing on request ✓ 0 of 5 features Visit Xactly Plan

CaptivateIQ leads on 0 checks, Xactly Plan on 0, and 2 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreCaptivateIQ · 9.2/10
  • Most featuresCaptivateIQ · 1 of 5

CaptivateIQ scores higher on our rubric for quota management software: 9.2 against 8.8 out of 10; our editors rank them #2 and #6.

CaptivateIQ is the better fit for sales teams needing quota and commission automation. Xactly Plan is the better fit for capacity-led territory and quota planning.

  • CaptivateIQ fits best

    Sales teams needing quota and commission automation

  • Xactly Plan fits best

    Capacity-led territory and quota planning

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Side by side

Feature CaptivateIQ 9.2/10 Visit ↗ Xactly Plan 8.8/10 Visit ↗
At a glance
Editor score 9.2 8.8
Ranking #2 in Quota Management Software #6 in Quota Management Software
Best for Sales teams needing quota and commission automation Capacity-led territory and quota planning
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan — Not checked yet
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Tickets, Docs Phone, Tickets, Community, Docs
Compliance SOC 2, GDPR SOC 2, GDPR
Integrations 20 integrations 4 integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features CaptivateIQ 1/5 · Xactly Plan 0/5
Territory allocation Not checked yet Not checked yet
Scenario modeling Not checked yet Not checked yet
Attainment tracking Not checked yet Not checked yet
Approval workflows ✓ (best) Not checked yet
CRM data sync Not checked yet Not checked yet
Specs
Quota periods Not checked yet Not checked yet
Active quota limit Not checked yet Not checked yet
Our review
Pros
  • Combines quota setting, attainment tracking, commissions, bonuses, and payouts
  • Models plans, territories, quotas, and payouts with what-if scenarios
  • Connects with CRM, ERP, HR, accounting, and data warehouse systems
  • Combines territory, quota, capacity, and coverage modeling
  • Supports what-if scenarios, plan comparisons, and monthly forecasting
  • Connects with Salesforce, Excel, CRM systems, and Xactly Connect
Cons
  • Requires a contact-sales process for pricing
  • Includes a one-time setup fee in addition to per-seat pricing
  • May exceed the needs of teams seeking quota tracking alone
  • Pricing is quote-based rather than publicly listed
  • No self-service trial is offered
  • Platform support is limited to the web
Our verdict

CaptivateIQ is a cloud sales performance management platform for revenue operations, sales, finance, and compensation teams. It brings quota planning, commission calculation, bonus and MBO workflows, attainment tracking, payout statements,…

Read the review →

Xactly Plan is sales and revenue planning software for sales, revenue, finance, and operations teams. Its focus is coordinating territories, quotas, capacity, coverage, resources, and revenue performance in one planning environment. Teams…

Read the review →
  1. CaptivateIQQuota Management Software 9.2Pricing on request
  2. Xactly PlanQuota Management Software 8.8Pricing on request

Strengths and trade-offs

  • CaptivateIQ — where it wins

    • Combines quota setting, attainment tracking, commissions, bonuses, and payouts
    • Models plans, territories, quotas, and payouts with what-if scenarios
    • Connects with CRM, ERP, HR, accounting, and data warehouse systems

    Where it doesn't

    • Requires a contact-sales process for pricing
    • Includes a one-time setup fee in addition to per-seat pricing
    • May exceed the needs of teams seeking quota tracking alone

  • Xactly Plan — where it wins

    • Combines territory, quota, capacity, and coverage modeling
    • Supports what-if scenarios, plan comparisons, and monthly forecasting
    • Connects with Salesforce, Excel, CRM systems, and Xactly Connect

    Where it doesn't

    • Pricing is quote-based rather than publicly listed
    • No self-service trial is offered
    • Platform support is limited to the web

More comparisons

All quota management software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update