CaptivateIQ vs QuotaPath

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Our analysts compared CaptivateIQ vs QuotaPath based on data from our 400+ point analysis of Sales Commission Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

CaptivateIQ is a no-code solution dedicated to helping organizations and individuals develop rewarding compensation plans for hardworking employees. It encourages team motivation through fair payment and incentives. It is flexible and automated to help companies save time and avoid errors.

Devise compensation plans, share insights, make clear and error-free commissions, and help organizations make better decisions. Connect with different data sources and automate the whole process as needed.
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QuotaPath is a payroll management system that enables sales teams to forecast real-time commissions, design completely customizable compensation plans and gather insights in a single dashboard. It allows users to effectively manage and track commissions. It provides tools to build and distribute standardized compensation plans.

The vendor offers compensation plan templates to help create plans faster. It allows users to add multiple paths to track bonuses and commissions correctly, without any scope for errors. Sales leaders can make changes to plans and send updates to team members.
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$7,200/User, Annually
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Tailored to your specific needs
$15/User, Monthly
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Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Access Required Data: Get access to necessary set-up data and process commission calculations. Transform imported data to create new custom values without altering raw data. Set up real-time sync or customize a schedule to fetch required data. Keep the commission cycle up to date with data integrations. 
  • Leverage Reports and Insights: Create visualizations across any part of the compensation data to identify trends by team, region, commission plan and more. Save time creating multiple reports by applying filters to segment dashboards and drill into the data. See the raw data table to better understand visualizations. 
  • Design Effective Compensation Plans: Set up commission plans without the constraints of pre-defined templates. Import employee data, set up plan logic and automate calculations on the fly. 
  • Save Time and Effort: Leverage the powerful data ingestion layer to massage data into a commission-ready state directly on the platform to save hours cleaning files ahead of time. Confidently set up calculations using a library of pre-built formulas and tooltips. Automate calculations and catch potential errors using the dynamic calculation engine. 
  • Resolve Pay Disputes Faster: Manage internal communications alongside commission data for faster resolutions. Put an end to tedious approval cycles and ensure every payout is correct before it’s distributed using the approvals workflow. 
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  • Design Custom Compensation Plans: Create customized plans or leverage pre-designed templates. Update existing plans and add as many paths as needed to track bonuses and commissions accurately. 
  • Track and Manage Commissions: Track and forecast commissions in real time using the streamlined and flexible solution that grows with the business.  
  • Integrate With Other Tools: Leverage the HubSpot and Salesforce CRM integrations and get real-time data pulls to stay up to date on information. 
  • Stay Secure: Get end-to-end data encryption at rest and in transit. Leverage opt-in sharing to control people’s access to personal and company information. Manage setup, permissions and single sign-on as needed. 
  • Monitor KPIs: Track personal and team performance while comparing individual member performances using leaderboards. 
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  • Compensation Reports: Get automated compensation reports and insights on how salary is distributed and the current pay standards for a specific role in the market. Automatically sync commission data to power reliable reports in real time across every team. Save time collecting and cleaning data by integrating the data source directly into the commission system. 
  • Performance Reports: Keep track of the individual and team performance reports to ensure fair pay and incentives. 
  • Dispute Manager: Communicate, raise queries and resolve disputes with the Inquiries feature. Boost performance and create more efficient workflows. 
  • Flexible Design: Design detailed compensation plans as needed. Assign tasks, divide incentives, choose the factors affecting incentives and pay and much more. 
  • Hierarchical Plans and Management: Manage each level of operation and salary distribution with a descriptive sales hierarchy. 
  • Manage Assignments and Quotas: Assign rewarding tasks and track progress and achievements. Implement fair pay and rewarding incentives for boosting productivity. 
  • Plan and Document Agreements: Create important documents and agreements to maintain a written record of settlements and compensation distributions. Keep and manage all documentation from a single place. 
  • Compensation Statement Calculation: Present the total benefits offered to an employee on an annual basis in the form of a compensation statement using the compensation statement calculator. Eliminate the process of manually re-entering data or making updates.  
  • Splits and Overrides: Use the splits and overrides feature to avoid any errors in commission calculation.
  • Commission and Incentives Planner: Use the commission estimator to decide the right commission for each role by comparing market standards. 
  • Commission Contract Management: Create and send new employee-specific compensation plans when teams grow. 
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  • Deal Administration: Manually override deal and commission values for special cases. Check all deals or create filters and find and export the exact data you need.  
  • Deal-by-Deal Earnings Detailed View: Leverage the individual earnings view to recognize opportunities that pay the most commission. 
  • Shared Views: Keep all team members updated with shared views and ensure everyone is looking at the same data. 
  • Team and Member Management: Control who enters the workspace and gets access to the information. Set up teams and managers to match the organization’s structure. 
  • Deal Administration and Reporting: Get immediate access to the team’s compensation information with Admin Deals. Leverage insights to understand each activity’s cost on a rep-by-rep basis. Export and share deal data with one click. 
  • Admin Powered CRM Sync: Ensure that the team data is up to date and configured correctly in real time using organization-wide Hubspot and Salesforce integrations. 
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Product Ranking

#15

among all
Sales Commission Software

#17

among all
Sales Commission Software

Find out who the leaders are

Analyst Rating Summary

80
68
44
75
100
100
69
86
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Dashboard and Reporting
Territory and Quota Management
Inquiry or Case Management
Dashboard and Reporting
Territory and Quota Management
Deal Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

CaptivateIQ
QuotaPath
+ Add Product + Add Product
Collaboration Dashboard And Reporting Deal Management Inquiry Or Case Management Platform Capabilities Territory And Quota Management 44 100 69 92 68 94 75 100 86 0 68 87 0 25 50 75 100
50%
0%
50%
67%
0%
33%
100%
0%
0%
100%
0%
0%
60%
0%
40%
80%
0%
20%
80%
0%
20%
0%
0%
100%
67%
0%
33%
67%
0%
33%
92%
0%
8%
88%
0%
12%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

77%
0%
23%
31%
0%
69%

User Sentiment Summary

Excellent User Sentiment 3341 reviews
Excellent User Sentiment 106 reviews
94%
of users recommend this product

CaptivateIQ has a 'excellent' User Satisfaction Rating of 94% when considering 3341 user reviews from 4 recognized software review sites.

91%
of users recommend this product

QuotaPath has a 'excellent' User Satisfaction Rating of 91% when considering 106 user reviews from 1 recognized software review sites.

4.6 (1637)
n/a
4.85 (746)
4.54 (106)
4.9 (741)
n/a
4.5 (217)
n/a

Awards

CaptivateIQ stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

QuotaPath stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Salesforce Integration: 83% of the reviewers said that the Salesforce integration provides real-time data sync and helps export information.
Service and Support: Almost all reviewers mentioned that the implementation and support executives provided helpful assistance whenever and however needed.
Accessible UI: About 80% of users said the platform is neatly designed, intuitive and easy to navigate.
Automation: About 90% of reviewers said they benefited from its automated calculations and ability to make revisions and avoid errors.
KPI Monitoring: Almost all reviewers said the KPI monitoring tools were helpful, and they could view deals closed per month and receive email notifications for report summaries.
Sharing and Collaboration: Nearly 67% of reviewers said they were able to see their performance in real time, escalate feedback and send publish notifications.
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Intuitive Commission Tracking: Users praise QuotaPath for its straightforward approach to tracking commissions, allowing them to easily see how much they've earned and what targets they need to hit.
Customization Options: Sales teams appreciate the flexibility to tailor commission plans to their specific needs, ensuring accurate calculations and fair compensation.
Improved Transparency: QuotaPath provides a clear view of commission calculations, fostering trust and understanding between sales reps and management.
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Steep Learning Curve: According to 60% of reviewers, as a new admin, it can be challenging to understand how the system is built as there are many moving parts.
Speed: Depending on how the plan is written and developed, it can take a long time to process changes. Setting up and testing formulas also takes a considerable amount of time.
Missing Graphs: Most users said that there are no graphs to summarize and present data.
Missing Chat Feature: Around 33% of reviewers said it would be better if a built-in chat feature was available.
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Difficult to Use: Some users have reported that the platform is not intuitive and requires a significant learning curve to use effectively.
Limited Customization: Users have expressed frustration with the limited customization options available, particularly for complex commission structures.
Reporting Limitations: There have been complaints about the reporting functionality, with some users finding it difficult to extract the specific data they need.
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The software is recommended by almost every reviewer. The UI is neat, and the support team is excellent at helping people adjust to the software. The integration with Salesforce is helpful for real-time data syncing and exporting. There were a few negative reviews that talked about some missing features like chat support and graphics.

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Is QuotaPath the path to less quota stress for your sales team? Users praise QuotaPath for its user-friendly interface and robust features, making it a strong contender in the sales commission software market. They appreciate the straightforward design, which simplifies onboarding and daily use, especially for those less tech-savvy. Another major draw is the software's comprehensive functionality, encompassing sales tracking, commission calculation, and payout processing. Users highlight the platform's ability to integrate with popular CRMs like Salesforce and HubSpot, ensuring data accuracy and eliminating manual data entry. This seamless integration is crucial for businesses relying on multiple platforms to manage their sales processes. However, some users express concerns about occasional glitches and limited customer support responsiveness. While these issues don't appear widespread, they underscore the importance of ongoing software development and responsive customer service. Overall, QuotaPath emerges as a valuable tool for businesses seeking to streamline their sales commission processes. Its intuitive design, powerful features, and competitive pricing make it particularly well-suited for small to medium-sized businesses looking for a user-friendly yet comprehensive solution. Larger enterprises with complex commission structures may require a more specialized platform, but QuotaPath's ease of use and affordability make it a compelling option for many.

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Screenshots

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