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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Software for modern sales teams that automates commissions. Automate any commission plan. The easy-to-use design tool for sales incentive plans allows you to automate any sales commission structure. Welcome to the world transparent sales commission plans that are updated with real-time sync. Are you looking for custom fields in your CRM? No problem. Complex workflow with multiple logical conditions. You can walk in the park. All thanks to the intuitive sales incentive plan creator at your disposal. All the tools you use in one touch. CRMs, Invoicing, Accounting, Prospecting, Payroll, etc. A powerful commission tracking software allows you to design highly nuanced sales incentives plans. You can set up automated workflows for commission approval, tracking, and payment. They will run like clockwork. Just a few clicks and you can make any changes.

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

Screenshots View All

No images available

Integrations

QuickBooks Online
ActiveCampaign
Amazon DynamoDB
Apache Kafka
Chargebee
CockroachDB
Elasticsearch
Google Cloud Pub/Sub
Google Sheets
HubSpot CRM
IBM Db2
Microsoft Teams
MySQL
NetSuite
Oracle Database
Outreach
Pipedrive
PostgreSQL
Snowflake
Xero

Integrations

QuickBooks Online
ActiveCampaign
Amazon DynamoDB
Apache Kafka
Chargebee
CockroachDB
Elasticsearch
Google Cloud Pub/Sub
Google Sheets
HubSpot CRM
IBM Db2
Microsoft Teams
MySQL
NetSuite
Oracle Database
Outreach
Pipedrive
PostgreSQL
Snowflake
Xero

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

ElevateHQ

Founded

2021

Country

United States

Website

www.elevate.so/

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

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

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