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Description
Dolfin allows you to automate, track and review commissions. All from a single platform powered by AI. Gain complete control over your sales commissions. Get real-time access to your commission data. Dolfin’s logic-based interface allows you to create compensation plans quickly and easily. It can handle any complexity or exception. Manage your entire commissions process from a single place, leveraging collaborative features to keep everyone on the same page. Motivate your revenue teams to work harder and better by allowing them to focus on their passions. Real-time performance of your team. Identify top performers and who needs additional support. Find out at a glance which deals and payouts have triggered commissions, and how much your entire team earns. All data is stored on ISO-certified Irish servers.
Description
SalesRepFielder is an effective commission management tool designed for QuickBooks Online that analyzes your invoices along with the transferred sales-rep field, applies your specified commission guidelines, generates detailed statements for each representative, and seamlessly integrates the necessary journal entries into your accounting records. This software is particularly advantageous for bookkeepers, accounting firms, and small businesses utilizing QBO.
THE ISSUE. One significant drawback of QuickBooks Online is the absence of a Sales by Rep report. For those who transitioned from the Desktop version, the conversion process resulted in the REP field being transferred as a custom dropdown with only initials, which remains unlinked to any employee records. As a workaround, many users resort to a monthly commission spreadsheet that tends to be overlooked during audits.
WHAT IT OFFERS. SalesRepFielder seamlessly interfaces with QuickBooks Online to extract data from invoices, sales receipts, payments, credit memos, and refund receipts, including the imported rep custom field. The platform supports a variety of commission structures through clearly defined rules, such as flat rates, tiered systems, per-deal rate lookups, margin-based calculations, quotas and performance targets, bonuses, SPIFF periods, splits, pools, manager overrides, caps, and clawbacks. This comprehensive approach ensures that all aspects of commission management are covered efficiently.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Airtable
Factorial
HubSpot CRM
NetSuite
Pipedrive
Pipedrive Dealbot
QuickBooks Online
Salesforce
Slack
Stripe
Integrations
Airtable
Factorial
HubSpot CRM
NetSuite
Pipedrive
Pipedrive Dealbot
QuickBooks Online
Salesforce
Slack
Stripe
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dolfin
Founded
2023
Country
Spain
Website
www.heydolfin.com
Vendor Details
Company Name
Dire Syzygy
Founded
2026
Country
Mexico
Website
salesrepfielder.com
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Alternatives
Alternatives
No Alternatives