Enterprise DNA

Instead of CaptivateIQ

Stop renting CaptivateIQ. Own your commission system.

We build your version around your plans and your payroll, bring your CaptivateIQ payees, deals and payout history across, and run it for you. Your commission rules stay yours.

CaptivateIQ publishes no prices. Its pricing page charges per seat, counting every admin and every person paid commission, plus a one-time setup fee, and sells its revenue accounting report as an add-on.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription charges for

A seat for every rep, to work out a number your payroll pays

Commission software bills by headcount. Most of what you pay for is the screen in front of a calculation your business already understands.

👥

A seat for every payee

CaptivateIQ counts every admin and every person you pay commission as a seat, including reps who only open their statement once a month. Hire five reps and the bill grows with them.

🧾

A one-time setup fee

CaptivateIQ charges a setup fee to build your plans in its worksheets. Change the plan next year and you are back in someone else's formula builder.

📊

Revenue accounting as an add-on

The report that tells your accountant how much commission to spread over a multi-year contract is a separate subscription. Here it is one question.

🛟

Managed services tiers

CaptivateIQ sells three tiers of support and managed services on top of the software. The basic tier promises a reply within 24 hours.

💲

What a published price looks like

QuotaPath, a rival that does publish prices, charges $800 a month for its Premium platform fee, which covers five users, then $50 a month for each user after that. That platform fee alone is $9,600 a year.

🔒

Your plan logic in their format

Plans live as worksheets inside the vendor. The payouts export as a spreadsheet; the rules that produced them do not.

Your version

The commission month, run from a database you own

MONTH-END

A close that cannot drift

Every month locks the same way, and a locked month never changes.

  • check One list of everything stopping the lock: uncredited deals, splits that do not add to 100%, reps with no plan, open disputes
  • check Locking freezes every statement line by line; the database refuses edits and deletes afterwards
  • check Corrections land in next month as an adjustment, with the reason and who approved it
  • check Payroll gets one total per person, per currency

REPS

Statements reps can check themselves

Every statement shows each deal, each rate band and each adjustment that made the number.

  • check Tiered bands with an accelerator above quota, worked out on the slice of sales inside each band
  • check Split deals, spiffs, draws and corrections, each with a reason
  • check A branded statement and a plan letter for every rep, in your colours
  • check "How far is each rep from the next band, with how many days left?" answered in one line each

CLAWBACKS AND DISPUTES

The awkward parts, handled in writing

Cancelled deals and rep queries stop living in email threads.

  • check Paid deals cancelled inside the clawback window listed with the amount to recover from each rep
  • check Recovered at the rate that month actually paid, once per deal
  • check Disputes logged in the rep's own words, with an owner and a deadline
  • check A draft reply with the deal facts filled in, never sent without you

ANZ RULES

The rules that apply once commission is paid

Checks the CaptivateIQ dashboard was never built to run for a New Zealand or Australian employer.

  • check Australian super on commission at 12%, and Payday Super: the fund must receive it within 7 business days of payday
  • check New Zealand holiday pay: commission paid outside payroll is flagged, because it counts as gross earnings
  • check Pay records that show how every commission was worked out, kept for seven years
  • check A schedule for your accountant of commission to spread over multi-year deals

Make it yours

Design your own CaptivateIQ replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from CaptivateIQ. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your CaptivateIQ replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your CaptivateIQ data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Sales Commissions for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Sales Commissions for Claude Code

Connected to your own database

What do we need to fix before we can lock September?

2026-09

Issue
Deal has no payee credited
Item
Taupo Lakeside Store order
Detail
Taupo Lakeside Store

2026-09

Issue
Deal splits do not add to 100%
Item
Surry Hills Larder supply
Detail
90% credited

2026-09

Issue
Open dispute
Item
Priya Shah
Detail
Surry Hills Larder was my account for two years. Ben join...

2026-09

Issue
Plan not accepted by payee
Item
Mia Rossi
Detail
Account Executive 2026

2026-10

Issue
Plan not accepted by payee
Item
Mia Rossi
Detail
Account Executive 2026

Ask it anything

Questions for your month-end

Each one runs against the fictional demo business today. On your version, it runs against your own reps and deals.

chat_bubble Which paid deals were cancelled inside the clawback window, and how much do we recover from whom?
chat_bubble Did super on last month's commission reach the fund within 7 business days of payday?
chat_bubble Which New Zealand commission was paid outside payroll and could be missing from holiday pay?
chat_bubble What exactly stops us locking last month right now?
chat_bubble How much more does each rep need to reach the next rate band, with how many days left?
chat_bubble What commission do we owe but have not paid, by currency, with super on top?
chat_bubble How much commission on multi-year deals should the accountant spread, and what is this month's expense?
chat_bubble Which team's commission cost rose as a share of sales this month?
chat_bubble Who is being paid against a plan they never accepted?
chat_bubble Which rep disputes have been open more than two weeks, and who owns them?

Switching

How to switch from CaptivateIQ

The move involves exporting your payees, deals and payout history, setting up your plans, and checking a month of results in both systems before you switch.

  1. 1

    Export your records

    Export your payees, the deals you load from your CRM, and your payout history from CaptivateIQ as CSV files. The exact export options can depend on your account, so check with CaptivateIQ if you are unsure how to get these records out. Keep the original files available while you prepare and check the import.

  2. 2

    Set up your plans

    CaptivateIQ plans do not export, so you need to set up your rate bands and clawback rules in the new system. Review your plan worksheets and formulas, and make sure the rules reflect what you currently pay. If a plan has a rule that is unique to your business, include that in the setup work before you compare commission totals.

  3. 3

    Test and load the records

    Start with a test run of the exported files. It shows what would come across and what would be skipped, so review that result before bringing the records in. Once the test looks right, import your payees, deals and past payouts. Past payouts keep their totals and original rows in the new system.

  4. 4

    Check totals side by side

    Review anything the test run said would be skipped, and check that payees, deals and past payouts are represented as expected. Then run one month in CaptivateIQ and the new system at the same time. Compare the commission totals and resolve differences before moving on. Plans and rules need particular attention because they were not part of the CaptivateIQ export.

  5. 5

    Switch off CaptivateIQ

    Once the month matches in both systems and you are satisfied with the imported records and plan setup, make the new system your source for commission work. Confirm the hand-off with anyone who uses the reports or prepares payroll, then stop running the commission cycle in CaptivateIQ. Keep any records you need from your old account.

construction

Where the real effort goes

The main work is mapping your own fields and commission rules, then deciding how much payout history to bring across. Plans do not export, so bands and clawback rules need to be set up and checked against a month you already paid. If you have Enterprise DNA run the system for you, they handle this mapping, plan setup and history migration.

Not ready for a call?

Get your CaptivateIQ switch plan by email

We will send you the step-by-step plan for moving your business off CaptivateIQ, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to run it

Choose how much you want us to handle

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and run npm install
  2. 2 Run npm run demo, then open the folder in Claude Code, Codex, OpenCode or Cursor
  3. 3 Ask for /attention and /month-end on the demo business
  4. 4 Test your CaptivateIQ exports with import captivateiq --dry-run
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer for ongoing work

  • check Your plans, bands, quotas and clawback rules set up and tested against a real month
  • check Your CaptivateIQ payees, deals and payout history brought across and reconciled
  • check Your CRM feeding won deals in, and a read-only page for reps if you want one
  • check Statements and plan letters in your brand
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a monthly retainer

  • check Installed and run inside Omni by Enterprise DNA
  • check We run the month-end close with your sales manager and hand payroll the totals
  • check Clawbacks, disputes and the super checks watched every month
  • check Plan changes made when your sales team changes
Book a call

Questions

Instead of CaptivateIQ, answered

Can we bring our CaptivateIQ history across? expand_more

Yes. Export your payees, the deals you load from your CRM and your payout reports as spreadsheet files, do a test run that shows exactly what would come across and what would be skipped, then bring it in. Past payouts arrive with their totals and the original rows kept. Plans do not export from CaptivateIQ, so your bands and clawback rules are set up once, and we run one month in both systems until the totals match.

Our plans are complicated. Will this cope? expand_more

The free version handles monthly quotas, tiered rate bands with an accelerator, split deals, spiffs, draws, corrections and clawbacks. Quarterly bonuses, team overrides, multi-currency plans or a rule unique to your business are what Enterprise DNA builds into your version, and every rule is tested against a month you already paid.

Do our reps get their own login? expand_more

In the free version reps get a statement each month that shows every deal, band and adjustment, and the commission admin answers questions. If your reps want to watch their numbers during the month, we build a read-only page for them into your version.

Does this pay our reps or file with the ATO or IRD? expand_more

No. Payroll still pays commission, withholds tax and makes super and KiwiSaver contributions. This system works out the number, freezes the statement, hands payroll the totals and checks afterwards that super reached the fund on time and that New Zealand commission went through payroll.

What does Enterprise DNA charge? expand_more

One setup fee to build your version and bring your history across, then a retainer for ongoing work. There is no charge per rep, so hiring does not change the bill. If you would rather run it yourself, the free version is yours to keep.

Bring last month's commission run to a 30-minute call with Sam

Show us your plans, a statement and the spreadsheet your admin keeps beside CaptivateIQ. We will map the version your business needs and what it takes to bring your history across.

Book a call Get the free version

Sales Commissions for Claude Code is free and open source, published by Enterprise DNA.

Done paying for CaptivateIQ?

Get your version built