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CaptivateIQ

CaptivateIQ: A compensation-focused revenue planning platform for complex incentive programs. Ranked #21 of 26 in Revenue Planning Software by our editors (7.4/10); pricing: Pricing on request; best for compensation-led revenue planning.

7.4/10Editor score
CaptivateIQ7.4 Visit CaptivateIQ

At a glance

  • Editor score
    7.4 / 10
  • Pricing
    Pricing on request
  • Best for
    Compensation-led revenue planning
  • Free plan
    No
  • Founded
    2017 · San Francisco, California, USA
  • Facts checked
    20 Sep 2026
CaptivateIQ screenshot
  • Where it wins

    • Configurable commission rules with SmartGrid models
    • Scenario modeling for quotas, territories, plans, and payouts
    • Native integrations plus open API access
  • Where it doesn't

    • Pricing requires a sales conversation
    • Includes a one-time setup fee
    • More focused on compensation than general revenue planning

Our verdict on CaptivateIQ

CaptivateIQ is a cloud sales performance management platform for revenue operations, sales, finance, and compensation teams. It combines incentive compensation management with sales capacity, territory, and quota planning. Teams can configure commission rules, calculate payouts, set quotas, track attainment, manage bonuses and MBO goals, and provide employees with payout statements and earnings visibility. Its strongest fit is organizations where compensation workflows sit at the center of revenue planning rather than teams seeking a lightweight forecasting tool.

Pricing is customized around payees, plan complexity, and integrations. The published pricing structure includes per-seat pricing and a one-time setup fee, with no free plan. That approach can suit organizations that need a tailored deployment across compensation, finance, sales, and revenue operations, but it gives smaller teams less price clarity before engaging with sales. The product’s plan coverage centers on compensation calculation, quota management, bonus and MBO workflows, approvals, payout tracking, reporting, and dashboards.

CaptivateIQ also stands out for scenario modeling and predictive capabilities. What-if analysis covers plans, quotas, territories, and payouts, while predictive modeling supports attainment analysis, payout forecasting, and anomaly detection. Native connections include Salesforce, HubSpot, Microsoft Dynamics CRM, NetSuite, ADP Workforce Now, BambooHR, QuickBooks Online, Sage Intacct, Snowflake, BigQuery, Amazon Redshift, and other databases and warehouses, alongside open API access. Choose it when complex compensation, approval, payout, and data-integration requirements justify a specialized platform. Teams seeking broad revenue planning without a strong compensation focus may prefer a more general tool.

Your product? Our editors can test CaptivateIQ in depth and publish a review, labelled as paid · from $149/mo →

CaptivateIQ pricing

Plans Pricing on request No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on captivateiq.com

CaptivateIQ fact sheet

Free planNo
Paid fromNot verified
Forecast dimensionsNot verified
Scenario planningNot verified
Financial forecastingNot verified
CRM data syncNot verified
Approval workflowsYes
User limitNot verified
DeploymentCloud
PlatformsWeb
Compliance & securitySOC 2, GDPR
SupportTickets, Docs
Built forMid-market, Enterprise (editorial estimate)
Integrations20 integrations: ADP Workforce Now, Amazon Redshift, BambooHR, BigQuery, HubSpot, Microsoft Dynamics CRM … See all →
PricingPricing on request (source)
Websitecaptivateiq.com
Facts checked20 Sep 2026

CaptivateIQ integrations

CaptivateIQ lists 20 integrations on its own site.

  • ADP Workforce Now
  • Amazon Redshift
  • BambooHR
  • BigQuery
  • HubSpot
  • Microsoft Dynamics CRM
  • MySQL
  • NetSuite
  • Oracle Database
  • PostgreSQL
  • QuickBooks Online
  • Sage Intacct
  • Salesforce
  • SFTP
  • Snowflake
  • Stripe
  • Workday
  • Xero
  • Zuora
  • Open API

See all CaptivateIQ integrations →

Alternatives to CaptivateIQ

See all CaptivateIQ alternatives →

Also Ranked In

CaptivateIQ is ranked in 8 of our directories; the 6 strongest besides Revenue Planning Software.

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Featured on iTechGuides

Featured on iTechGuides — CaptivateIQ 7.4/10

CaptivateIQ is listed in our Revenue Planning Software directory. Add the badge to your site — it links back to this page.

<a href="https://www.itechguides.com/products/captivateiq/"><img src="https://www.itechguides.com/best/badge/captivateiq.svg" alt="Featured on iTechGuides" width="230" height="46"></a>

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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