CaptivateIQ Features
What are the features of CaptivateIQ?
Sales Rep Portal
- Commission Estimator
- Dispute Management
- Compensation Statements
- Plan Documents and Agreements
- Individual and Team Performance Reports
- Mobile User Support
Management Portal
- Monitor Sales Rep Performance
- Quota Assignments/Management
- Commission splits and overrides
Administration
- Adjustments/Dispute Resolution
- Comp Modeling - Ease of Admin
- Comp Modeling - Design Flexibility
- Comp Statement Calculation and Distribution
- Reports and Dashboards
- Sales Hierarchy Management
CaptivateIQ Categories on G2
Filter for Features
Sales Rep Portal
Commission Estimator | Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal. This feature was mentioned in 1586 CaptivateIQ reviews. | 92% (Based on 1,586 reviews) | |
Dispute Management | Method to manage and resolve varialble compensation disputes/descreptancies This feature was mentioned in 1276 CaptivateIQ reviews. | 88% (Based on 1,276 reviews) | |
Compensation Statements | Method for a salesrep to see breakdown of variable and base compensation payments that have been made. 1835 reviewers of CaptivateIQ have provided feedback on this feature. | 94% (Based on 1,835 reviews) | |
Plan Documents and Agreements | Based on 1369 CaptivateIQ reviews. Features that enable Sales rep to view details of compensation agreements | 90% (Based on 1,369 reviews) | |
Individual and Team Performance Reports | Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole. 1341 reviewers of CaptivateIQ have provided feedback on this feature. | 88% (Based on 1,341 reviews) | |
Mobile User Support | Based on 1136 CaptivateIQ reviews. System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) | 84% (Based on 1,136 reviews) |
Management Portal
Sales Org Performance Reports | Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions 1052 reviewers of CaptivateIQ have provided feedback on this feature. | 87% (Based on 1,052 reviews) | |
Monitor Sales Rep Performance | Based on 1148 CaptivateIQ reviews. Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives | 88% (Based on 1,148 reviews) | |
Quota Assignments/Management | Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required. 1180 reviewers of CaptivateIQ have provided feedback on this feature. | 88% (Based on 1,180 reviews) | |
Commission splits and overrides | Sales manaagement can override/adjust Compensation and split commission manually This feature was mentioned in 1251 CaptivateIQ reviews. | 89% (Based on 1,251 reviews) | |
Workflow and Approvals | Functionality to approve compensation statements or other processes that require approval relating to sales compensation 934 reviewers of CaptivateIQ have provided feedback on this feature. | 88% (Based on 934 reviews) |
Administration
Adjustments/Dispute Resolution | Based on 1171 CaptivateIQ reviews. Functionality that allows admins to adjust and manage compensation disputes | 89% (Based on 1,171 reviews) | |
Comp Modeling - Ease of Admin | Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource This feature was mentioned in 1129 CaptivateIQ reviews. | 88% (Based on 1,129 reviews) | |
Comp Modeling - Design Flexibility | Based on 1128 CaptivateIQ reviews. Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires | 88% (Based on 1,128 reviews) | |
Comp Statement Calculation and Distribution | Easily creates compensation statements and distributes them to sales team This feature was mentioned in 1282 CaptivateIQ reviews. | 91% (Based on 1,282 reviews) | |
Reports and Dashboards | Based on 1334 CaptivateIQ reviews. Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs | 89% (Based on 1,334 reviews) | |
Sales Hierarchy Management | Manages changes to sales organization easily 1089 reviewers of CaptivateIQ have provided feedback on this feature. | 86% (Based on 1,089 reviews) |
Platform
CRM Integration | CRM integration is flexible and easy to maintain 807 reviewers of CaptivateIQ have provided feedback on this feature. | 87% (Based on 807 reviews) | |
Financial Integration | Based on 735 CaptivateIQ reviews. Financial System integration is flexible and easy to maintain | 85% (Based on 735 reviews) | |
HCM/HRIS Integration | HCM/HRIS integration is flexible and easy to maintain 700 reviewers of CaptivateIQ have provided feedback on this feature. | 83% (Based on 700 reviews) | |
Customization | As reported in 759 CaptivateIQ reviews. System provide sufficient customization to meet business requirements | 84% (Based on 759 reviews) | |
APIs | System provide well documented API's that can be used to integrate to 3rd party systems This feature was mentioned in 739 CaptivateIQ reviews. | 83% (Based on 739 reviews) | |
Internationalization | As reported in 713 CaptivateIQ reviews. System support multiple currencies and languages to enable business in multiple countries | 84% (Based on 713 reviews) | |
Performance and Reliability | System is consistently available (uptime) and system's speed is don't impact productivity 907 reviewers of CaptivateIQ have provided feedback on this feature. | 91% (Based on 907 reviews) | |
Internationalization | As reported in 16 CaptivateIQ reviews. Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies | 85% (Based on 16 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 18 CaptivateIQ reviews. | 85% (Based on 18 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 19 CaptivateIQ reviews. | 88% (Based on 19 reviews) | |
Reporting/Dashboards | Based on 19 CaptivateIQ reviews. Access pre-built and custom reports and dashboards. | 89% (Based on 19 reviews) | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. 15 reviewers of CaptivateIQ have provided feedback on this feature. | 76% (Based on 15 reviews) | |
APIs | As reported in 17 CaptivateIQ reviews. Enables integration to external systems | 86% (Based on 17 reviews) |
Data Availability
Contact Data Availability | Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. This feature was mentioned in 21 CaptivateIQ reviews. | 82% (Based on 21 reviews) | |
Company Data Availability | Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. This feature was mentioned in 20 CaptivateIQ reviews. | 87% (Based on 20 reviews) | |
Industry Research Availability | Does this product offer industry research data that you require? 20 reviewers of CaptivateIQ have provided feedback on this feature. | 78% (Based on 20 reviews) | |
Technographic Data Availability | Based on 19 CaptivateIQ reviews. Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used | 78% (Based on 19 reviews) |
Data Accuracy
Contact Data Accuracy | As reported in 20 CaptivateIQ reviews. How accurate and up to date is the contact data? | 86% (Based on 20 reviews) | |
Company Data Accuracy | Based on 19 CaptivateIQ reviews. How accurate and up to date is the company data? | 89% (Based on 19 reviews) | |
Technographic Data Accuracy | As reported in 18 CaptivateIQ reviews. How accurate and up to date is the technographic data? | 81% (Based on 18 reviews) |
Features
Lead Builder | As reported in 17 CaptivateIQ reviews. Ability to create targeted contact lists. | 75% (Based on 17 reviews) | |
Integration to CRM/Marketing Automation | Based on 18 CaptivateIQ reviews. Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software. | 75% (Based on 18 reviews) | |
Data Cleaning/Enrichment | Based on 18 CaptivateIQ reviews. Ability to clean/enrich existing data that is maintained in other systems | 80% (Based on 18 reviews) | |
Data Segmentation/Filtering | Functionality to filter or segment data from within sales intelligence software This feature was mentioned in 20 CaptivateIQ reviews. | 81% (Based on 20 reviews) | |
Search | Based on 19 CaptivateIQ reviews. Offers search tools that allow users to find the data they need quickly | 80% (Based on 19 reviews) | |
News/People Alerts | Alerts you to changes happening to industries, companies and people you follow This feature was mentioned in 17 CaptivateIQ reviews. | 72% (Based on 17 reviews) | |
Connections | Find the people you know that can introduce you to contacts at prospects 16 reviewers of CaptivateIQ have provided feedback on this feature. | 80% (Based on 16 reviews) | |
Reporting | Based on 19 CaptivateIQ reviews. Provides ability to create the reports that meet your business requirements | 87% (Based on 19 reviews) | |
Messaging | As reported in 15 CaptivateIQ reviews. Provides ability to message contacts directly from within the sales intelligence software | 76% (Based on 15 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. 49 reviewers of CaptivateIQ have provided feedback on this feature. | 86% (Based on 49 reviews) | |
Exporting & Sharing Data | Based on 50 CaptivateIQ reviews. Enables user to communicate data by securely exporting and sharing it. | 85% (Based on 50 reviews) | |
Multi-Device Data Visualization | As reported in 48 CaptivateIQ reviews. Allows users to view data visualizations on several devices. | 83% (Based on 48 reviews) | |
Interactive Dashboards | Based on 52 CaptivateIQ reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 83% (Based on 52 reviews) | |
Data Segmentation | Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 50 CaptivateIQ reviews. | 83% (Based on 50 reviews) |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. This feature was mentioned in 47 CaptivateIQ reviews. | 79% (Based on 47 reviews) | |
Opportunity Scoring | Based on 46 CaptivateIQ reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing. | 81% (Based on 46 reviews) | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 47 CaptivateIQ reviews. | 79% (Based on 47 reviews) | |
Live Forecasting | As reported in 47 CaptivateIQ reviews. Provides live customer data so that sales organizations forecasts stay current. | 77% (Based on 47 reviews) |
Sales Management
Live Pipeline Management | As reported in 48 CaptivateIQ reviews. Updates every time a change is made enabling users to trace a deal through the pipeline. | 80% (Based on 48 reviews) | |
Sales Gamification | As reported in 46 CaptivateIQ reviews. Enables competition between a sales team by providing things like challenges and scoreboards. | 80% (Based on 46 reviews) | |
Account-Based Analytics | Based on 45 CaptivateIQ reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible. | 83% (Based on 45 reviews) | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 46 reviewers of CaptivateIQ have provided feedback on this feature. | 82% (Based on 46 reviews) |
Training
Knowledge Base | Organizes knowledge from fellow sales representatives and other experienced employees for reference. | Not enough data | |
Coaching Materials | Offers content and training for new hires within the tool. | Not enough data | |
Playbook Creation | Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. | Not enough data | |
Video Record | Records users' practice or live pitches for future reference and improvement. | Not enough data |
Feedback
Review | Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. | Not enough data | |
Scorecard | Provides a scorecard to display team and/or individual performance. | Not enough data | |
Coaching Card | Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. | Not enough data | |
Leaderboard | Projects team sales performance publicly to reward and motivate employees. | Not enough data | |
Real-Time Updates | Updates sales data in real-time so as to help teams remain close to their goals. | Not enough data | |
Notifications | Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. | Not enough data | |
Competition | Motivates employees by creating time-sensitive competititons that drive performance. | Not enough data |
Incentives
Triggers | Automatically recognizes achievements that should be added to the leaderboard. 251 reviewers of CaptivateIQ have provided feedback on this feature. | 86% (Based on 251 reviews) | |
Commission Calculator | Based on 362 CaptivateIQ reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates. | 92% (Based on 362 reviews) | |
Leaderboards | As reported in 225 CaptivateIQ reviews. Highlights top-performing employees to publicly reward their achievements. | 87% (Based on 225 reviews) |
Personalization
Custom Reports | Based on 296 CaptivateIQ reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance. | 89% (Based on 296 reviews) | |
Dashboards | Based on 330 CaptivateIQ reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 90% (Based on 330 reviews) | |
Goal Setting | Based on 292 CaptivateIQ reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool. | 89% (Based on 292 reviews) |
Administrative
Integration | Based on 290 CaptivateIQ reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 90% (Based on 290 reviews) | |
Employee Structure | Based on 281 CaptivateIQ reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 89% (Based on 281 reviews) | |
Behavior Monitoring | Based on 158 CaptivateIQ reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 85% (Based on 158 reviews) |
Collaborate
Optimization | Plan and optimize resources effectively. 27 reviewers of CaptivateIQ have provided feedback on this feature. | 85% (Based on 27 reviews) | |
Supply Chain Planning | Create supply plans based on things such as predicted demand, capacity, and material availability This feature was mentioned in 27 CaptivateIQ reviews. | 82% (Based on 27 reviews) |
Logistics
Warehouse Optimization | Based on 27 CaptivateIQ reviews. Plan warehouse activity to execute adjustments to sales and inventory targets | 85% (Based on 27 reviews) | |
Inventory Targets | Establish inventory targets based on changes to the sales plan 27 reviewers of CaptivateIQ have provided feedback on this feature. | 84% (Based on 27 reviews) | |
Procurement Planning | Ability to figure out what products to buy and when to buy them. 27 reviewers of CaptivateIQ have provided feedback on this feature. | 85% (Based on 27 reviews) |
Generative AI
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Sales Performance Features - Sales Planning
Account Scoring | As reported in 14 CaptivateIQ reviews. Provides ability to score accounts based on potential revenue to prioritize accordingly. | 86% (Based on 14 reviews) | |
Revenue Planning | As reported in 14 CaptivateIQ reviews. Provides ability to structure topline revenue goals. | 82% (Based on 14 reviews) | |
Account Segmentation | As reported in 14 CaptivateIQ reviews. Segment accounts based on ideal customer profile and business objectives. | 83% (Based on 14 reviews) | |
Sales Performance | Based on 14 CaptivateIQ reviews. Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. | 82% (Based on 14 reviews) | |
Sales Forecasting | Forecast sales data for sales teams, individual reps, territories, or products. 14 reviewers of CaptivateIQ have provided feedback on this feature. | 81% (Based on 14 reviews) | |
Integrations | Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. 14 reviewers of CaptivateIQ have provided feedback on this feature. | 82% (Based on 14 reviews) | |
Scenario Modeling | As reported in 14 CaptivateIQ reviews. Abilty to create and run "what-if" scenario modeling to inform business decisions. | 85% (Based on 14 reviews) |
Territory Management - Sales Planning
Territory Management | Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. 15 reviewers of CaptivateIQ have provided feedback on this feature. | 81% (Based on 15 reviews) | |
Territory Planning | Define territories to ensure optimized market coverage and allocate resources appropriately. This feature was mentioned in 15 CaptivateIQ reviews. | 82% (Based on 15 reviews) |
Quota & Capacity Management - Sales Planning
Quota Management | Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. This feature was mentioned in 15 CaptivateIQ reviews. | 84% (Based on 15 reviews) | |
Capacity Management | As reported in 15 CaptivateIQ reviews. Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. | 81% (Based on 15 reviews) | |
Quota Planning | Design quota targets based on factors such as account size, rep performance, and pipeline needs. 15 reviewers of CaptivateIQ have provided feedback on this feature. | 82% (Based on 15 reviews) |
Platform - Compensation Planning
Compensation Budgeting | Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization. 76 reviewers of CaptivateIQ have provided feedback on this feature. | 87% (Based on 76 reviews) | |
Merit Cycle Planning | As reported in 74 CaptivateIQ reviews. Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses. | 84% (Based on 74 reviews) | |
Pay Transparency | Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management. This feature was mentioned in 75 CaptivateIQ reviews. | 88% (Based on 75 reviews) | |
Automated Compliance | Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors. This feature was mentioned in 73 CaptivateIQ reviews. | 87% (Based on 73 reviews) | |
Reward Structuring | Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity. 73 reviewers of CaptivateIQ have provided feedback on this feature. | 89% (Based on 73 reviews) | |
Compensation History | Accesses employee compensation history and talent records when evaluating compensation planning strategies. 74 reviewers of CaptivateIQ have provided feedback on this feature. | 90% (Based on 74 reviews) |
Additional Features - Compensation Planning
Reporting Capabilities | Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards. This feature was mentioned in 73 CaptivateIQ reviews. | 89% (Based on 73 reviews) | |
Workflow Automation | As reported in 73 CaptivateIQ reviews. Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required. | 87% (Based on 73 reviews) | |
Integrations | As reported in 72 CaptivateIQ reviews. Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions. | 90% (Based on 72 reviews) |
Agentic AI - Sales Planning
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data |
Agentic AI - Sales Compensation
Natural Language Interaction | Engages in human-like conversation for task delegation This feature was mentioned in 95 CaptivateIQ reviews. | 74% (Based on 95 reviews) |
Agentic AI - Sales Intelligence
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Performance Management
Autonomous Task Execution | Based on 15 CaptivateIQ reviews. Capability to perform complex tasks without constant human input | 64% (Based on 15 reviews) | |
Natural Language Interaction | Engages in human-like conversation for task delegation 15 reviewers of CaptivateIQ have provided feedback on this feature. | 63% (Based on 15 reviews) | |
Proactive Assistance | Based on 16 CaptivateIQ reviews. Anticipates needs and offers suggestions without prompting | 64% (Based on 16 reviews) |
Agentic AI - Sales Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input This feature was mentioned in 20 CaptivateIQ reviews. | 71% (Based on 20 reviews) | |
Cross-system Integration | Based on 20 CaptivateIQ reviews. Works across multiple software systems or databases | 79% (Based on 20 reviews) | |
Adaptive Learning | Improves performance based on feedback and experience This feature was mentioned in 19 CaptivateIQ reviews. | 76% (Based on 19 reviews) | |
Natural Language Interaction | As reported in 20 CaptivateIQ reviews. Engages in human-like conversation for task delegation | 78% (Based on 20 reviews) | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting This feature was mentioned in 20 CaptivateIQ reviews. | 78% (Based on 20 reviews) |
Agentic AI - Sales Coaching
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
CaptivateIQ Comparisons