Commission tracking software automates the process of calculating and tracking commission and performance-based compensation. We looked at 15 tracking options that eliminate manual spreadsheets and streamline the compensation process based on the ease of setting up commission formulas, affordability, and reporting features to determine the top six for 2019, including the best overall.
Top 6 Commission Tracking Software 2019
|Commission Tracking Software||Best For|
|(Best Overall) Small businesses looking for an affordable and easy-to-use commission tracker|
|Larger sales teams looking for scalable commission tracking with intuitive reporting tools|
|Smaller teams that get paid commissions based on recurring sales|
|Insurance brokers wanting an all-in-one agency tool with commission tracking|
|Real estate brokers and sales teams with split commissions|
|Individuals or small commission-based sales teams that want a CRM with simple goal tracking|
How We Evaluated Commission Tracking Software
We compared over two dozen different software options and looked at how affordable and easy they are for sales teams to calculate and pay commission-based compensation. We looked at the time and resources required to implement the software, as well as how well they integrate with other software like CRMs and other kinds of sales management tools. We also took into consideration the scalability of each option, and what types of support and training are available.
The criteria we used to evaluate the best include:
- Affordability/Price – We looked at the overall cost to implement commission tracking software, as well as the labor costs saved from not having to manually calculate complex commission structures and payments.
- Ease of Use – How easy it is to set up and use the software on a regular basis was evaluated, along with how easily users can import sales information and run automated processes.
- Integrations – Integration options like connecting the software to popular client relationship management software (CRMs) and tools like QuickBooks were considered, along with the additional cost for these functionalities.
- Workflow Automation – We looked at whether the software handles everything automatically, or whether considerable user input is required once the software and settings are established.
- Reporting and Analytics – We considered what reporting options are available, as well as what data and information the software provides users to help them manage sales teams and track commission payouts.
- Customer Support – We evaluated what support options are available from the company, including whether training and onboarding support are available.
We recommend Blitz as the best overall commission tracking software for small businesses based on its powerful set of features, affordable price, and ease of use. While many of these options are similar in functionality, Blitz is well-rated, capable of handling complex commissions, and has the most intuitive interface and setup process.
Best Overall Commission Tracking Software for Small Businesses: Blitz
Blitz is a commission tracking software that simplifies the process of tracking commissions for small businesses. With a starting price of $19 per user per month, it features automated commission tracking as well as a standout mobile app allowing users to easily view their performance, making Blitz the best overall choice for businesses needing an easy-to-use, affordable commission tracker.
Blitz offers monthly plans that cost $19 and $29 per user per month, which include automated tracking for commission-based compensation. The higher-priced plan also includes bonus compensation plans and sales forecasting, and both are comparable in price to similar options. Blitz also charges an implementation cost based on the number of licenses.
Blitz Tiered Features
|Sales Team Management Tools|
|Quickbooks Integration Add-on|
The Small Business plan includes up to 50 users for $19 per user per month. This pricing is comparable to other entry-level plans and includes commission-based compensation calculations. Users can set compensation plans on an individual or team basis, and easily modify or add calculation rules as roles and needs change.
Blitz also allows users to modify commission plans to use alternate calculations for different products, which is especially helpful for teams that want to incentivize sales reps to sell specific products or categories (like add-ons or warranty services). Blitz includes a mobile app that gives managers and reps the ability to easily monitor sales performance, making it ideal for businesses looking for an affordable way to track and pay commission compensation.
The Mid-Size plan is $29 per user per month, and Blitz recommends it for teams up to 100 users. This plan includes both commission-based compensation plans as well as bonus compensation plans. Generally, commission-based plans pay out a set commission (usually a percentage) on every sale, where a bonus compensation plan pays out an amount based on overall performance relative to sales goals.
This plan also includes sales management functionality, making it easy for managers to monitor, track, and approve commission payouts. The Mid-Size plan is ideal for businesses that utilize both types of compensation plans, like B2B field sales teams that sell products and/or services on a contract basis. Blitz also works with their customers to design customization that meets the compensation needs of their business.
What Blitz Is Missing
Blitz does not include individual forecasting and commission projection tools like Performio, and also does not include integration with QuickBooks without paying an additional fee. The entry-level plan also lacks bonus compensation plans, and Blitz overall is not set up to handle split commissions as easily as other options on this list.
What Users Think About Blitz
Users like that Blitz has an intuitive mobile app that allows sales reps to view their sales performance and commission payouts. Users also recommend Blitz for its bonus compensation plan calculations. Some users commented that they wish that there were more customer support options available, especially while getting set up.
Best Commission Tracking Software for Large Sales Teams: Performio
Performio is a powerful commission tracking application that includes automated sales crediting and commission calculations, as well as robust reporting. Performio plans begin at $20 per user per month, comparable to many of the options on this list. The automated tools and scalability make it the best choice for larger teams looking for commission tracking.
Performio plans begin at $20 per user per month, and include commission-based compensation plans and automated sales crediting. The Performance plan is $30 per user per month and includes scheduled commission calculations and custom importing from your sales software. However, Performio does charge an implementation fee based on the number of licenses.
Performio Tiered Features
|Sales Performance Dashboards|
|Commission Plans & Rules|
|Automated Sales Crediting|
The Growth plan is $20 per user per month (when paid annually). It includes the core commission tracking features, allowing users to easily set up rules, import sales crediting data, and calculate payouts. It also includes sales performance dashboards to allow sales reps to keep track of their own performance and view commission payouts at any time.
Performio is highly flexible, even on the entry-level plan, and provides users with the ability to create customized compensation plans based on a team or individual basis. The Growth plan is ideal for B2B businesses that need an easy-to-use system for paying their sales reps on commission.
The Performance plan is $30 per user per month, and in addition to the core features of Performio, it adds sales and commission overrides for highlighting individualized situations. It also has a “what if” calculator that allows reps to calculate future commissions based on projected sales or other variables. It includes Salesforce integration and an auto-scheduler feature that allows users to set the calculations to run on a specific schedule each week or month.
This plan is ideal for larger sales teams and teams with reps who sell different product and service lines and need more customization and override features. This plan is also a good choice for businesses that want to motivate their reps with the ability to project and calculate their future sales. Since users can auto-schedule commission calculations, it’s good for larger teams that pay out commissions on a regular schedule.
What Performio Is Missing
Performio doesn’t include some of the more advanced reporting tools found in some other options, and the mobile app only includes dashboards and reporting. It doesn’t allow admins to run calculations or manage plans.
What Users Think About Performio
Customers largely give Performio extremely positive reviews, especially for its ease of use and the sales performance dashboards. Users also really like the mobile app that allows sales reps to monitor and track their commission and performance. Some users do wish that the reporting tools included more flexibility.
Best for Businesses with Recurring Sales: Commissionly
Commissionly is a commission tracking software with simple data import tools and a web dashboard to make it easy for small businesses to set up and manage their commission compensation plans. At a price of $20 per user per month, the simple interface and regular commission reporting make Commissionly a good choice for service firms like financial services and businesses with recurring sales.
Commissionly charges $20 per user per month, which includes the core commission calculation and tracking functionality. A discount of $10 per user per month is available if you pay annually. Commissionly does offer a 14-day free trial for users to try out the software to decide if it’s right for their sales team.
Compared to some of the options on this list, Commissionly is less automated, but it offers a simple-to-use commission tracking software tool that makes it easy to calculate and pay out sales compensation. The sales commissions wizard is intuitive and makes setting up recurring commission payments easy for small and mid-sized sales teams with recurring and subscription sales.
Targets & Goals
Commissionly includes a sales targets and goals feature that allows users to easily set individual as well as team goals using an intuitive wizard. This wizard gives you the ability to choose various targeting options including Total Sales Revenue, Total Sales Profit, Product Unit Sales, Product Category, or Order Type. Users can use the software’s built-in reporting dashboards to track performance metrics.
Commissionly includes a sales commissions and compensation wizard that makes it easy to quickly calculate sales compensation based on the goals you’ve established for individual sales reps or teams. Users can set up complex commission structures, including flat or tiered commission schemes, which can be paid as a fixed amount, as a percent of sales revenue, or a percent of sales profit.
Sales Insights Reporting
The sales commission dashboard provides both sales reps and managers with insights and reporting, as well as information related to past and future commission payments. This reporting makes it easy for managers to quickly view leader boards that show who your top performers are, and allows them to calculate compensation in real-time.
What Commissionly Is Missing
Commissionly lacks direct integrations with CRM software that the other options include. This means users must manually export the data to a CSV to import into the software. Commissionly also appears to lack a mobile app, which other options, like Blitz, include in the monthly subscription.
What Users Think About Commissionly
Users especially like how easy Commissionly is to set up and get started. They also give Commissionly positive reviews for their customer support, including live chat. Many users comment that they wish Commissionly included an automated import from CRMs, and the company has indicated that this is a part of their product roadmap in the future.
Best Commission Tracking Software for Insurance Agencies: NextAgency
NextAgency is a comprehensive insurance agency management tool that includes a robust commission tracking software. NextAgency starts at $200 per month for the first user, and $50 per month for additional users. It includes core customer and agent management tools, as well as a CRM and HR tools designed for insurance agencies. NextAgency is the best choice for insurance agencies looking for all-in-one agency management and a commission-tracking tool.
NextAgency Premium Pricing
NextAgency includes two service plans. However, only its Premium plan includes commission management. It begins at $200 per month, plus $50 per additional user. While this is more expensive than the other options on this list, it includes built-in insurance industry-specific customer relationship, sales, and benefits management tools, saving you from purchasing additional software.
NextAgency Premium Features
NextAgency Premium includes many health and life insurance industry-specific features that make it an all-in-one option for agencies that need customer relationship management as well as sales commission tracking. In addition to commission tracking, NextAgency includes sales management, CRM, and benefits management functionality.
NextAgency allows users to upload, track, and audit commission payments on insurance premiums. Users are able to easily setup commission plans based on different product lines, and quickly track and calculate payouts. Since agencies sell recurring premium products and often split commissions among insurance brokers, NextAgency is designed to help keep track of premiums and ensure that the correct commission payments get paid to the right reps.
NextAgency includes an insurance industry-specific CRM that includes lead and contact management as well as product sales management. NextAgency includes a sales pipeline tool and allows users to set up the various insurance products by carrier and product line. Users can track all of their client contacts, tasks, and sales in one place, and access carrier, client, and agency forms or files from anywhere at any time.
NextAgency includes robust reporting, helping users track how sales reps are performing, which carriers are selling best or are having issues, and which clients are generating the most revenue. Users can choose from an extensive library of reports or create their own customized reports based on their team’s needs. Reports update in real-time with a homepage dashboard that gives you an up-to-date overview of your business.
What NextAgency Premium Is Missing
NextAgency is specifically targeted towards health and life insurance agencies, and lacks some of the customization options found in other choices on this list. In addition, it does not allow for alternative compensation plans that other industries would find helpful. NextAgency also lacks specific property and casualty insurance features, though it can be adapted to accommodate those needs.
What Users Think About NextAgency Premium
Users give NextAgency high marks for its user interface and constant updating with new features. Users also comment on the high level of support provided by knowledgeable customer service reps. Some users do feel that because of the overall amount of features, NextAgency can be slightly overwhelming to get set up. NextAgency does offer a concierge service, at an additional cost, for this purpose.
Best for Split & Variable Rate Commissions: QCommission
QCommission is a robust sales commission tracking software designed for complex compensation plans, including split commission and variable rate compensation plans, with a starting price of $13 per user per month. QCommission makes it easy to account for sales associated with agent-broker relationships by allowing users to create variable commission calculations, making it ideal for referral-based businesses and multi-rep sales.
QCommission is competitively priced, with plans beginning at $13 per user per month before the annual discount, which is in line with the other options we reviewed. The Premier plan is $19 per user per month and includes automated reporting and a payee dashboard that provides up-to-date tracking of commission payouts.
QCommission Tiered Features
|Commission-Based Compensation Plans|
|QuickBooks, Salesforce, and CRM Integrations|
|Reporting (xls, pdf)|
|Reporting sync w/Salesforce & Dynamics|
|Automatic Report Emails|
|Payee Dashboard Access|
The Pro plan is $13 per user per month with a minimum of five users, and allows users to create compensation plans based on products, incentives, quotas, and payment frequency. The software makes it easy to set up sales crediting and calculation rules, and then import sales transactions to calculate and track commissions. QCommission also makes it easy to modify and adjust transactions and commission payouts on a team or individual basis.
This plan is ideal for small and mid-sized teams that need to split commissions among multiple sales reps like real estate brokers or wholesale distributors. QCommission allows users to process transactions as frequently as necessary, and comprehensive reporting gives sales compensation managers real-time information on overall sales performance and commission payouts.
The Premier plan is $19 per month and adds features like reporting sync with Salesforce and Microsoft Dynamics 365, as well as automatic reports delivered via email. The Premier plan is also Sarbanes-Oxley compliant, which is important for businesses in financial services industries. In addition, this plan includes unlimited support via email and phone and provides payee access to the web portal to track and monitor commission payouts.
This plan adds automated commission scheduling, which streamlines the process and allows regular calculation of commissions and scheduled payouts. This plan is ideal for medium to large-sized real estate and financial services firms, especially those where sub-agents and split commissions are common, as the software makes it simple to set up complex commission plans involving multiple payees and variable payout rates.
What QCommission Is Missing
QCommission does not include a mobile app, and also does not include web access for payees unless users subscribe to the higher level plan, which is different than most of the other options we reviewed. It also doesn’t allow commission overrides for individualized exceptions to regular compensation plans, like what is available on Performio.
What Users Think About QCommission
QCommission users really like how well the software handles complex compensation plans, as well as split commissions. Some users comment that while the software is relatively easy to set up and use, more comprehensive support and training materials would be helpful. Users have also shared feedback that they wish the user interface was more intuitive and updated.
Best CRM with Goal Tracking for Commission Payments: Pipedrive
Pipedrive is a CRM that includes goal tracking, which allows users to calculate bonus compensation based on either individual or team performance. In addition, Pipedrive’s sales management features makes it easy to view deals as they move through the sales process, with an intuitive pipeline tool and plans costing between $12.50 and $49.17 per month. Pipedrive is best for teams wanting to compensate salespeople based on performance-to-goal calculations tracked within their CRM.
Pipedrive offers three tiered plans that range between $12.50 per user per month and $49.17 per user per month. Pricing is comparable to other CRM products for small business, although Pipedrive does not offer a free forever plan. Pipedrive offers a 14-day free trial, allowing you to try out any of the plans.
Pipedrive Tiered Features
|Sales Pipeline Tracking|
|Customized Sales Processes|
|Configurable Dashboards and Reports|
|Individual and Company Goals|
|Meeting & Task Scheduler|
The Silver plan costs $12.50 per user per month, and includes contact management tools, visual pipeline, and configurable reporting. It does not include sales goals or performance tracking features, however. Therefore, this plan is not suitable for bonus compensation tracking or commission-based sales teams.
The Gold Plan is $24.20 per user per month and includes individual and company sales goals, as well as a products catalog, making it a great alternative for businesses that manage product sales and want to track sales goals related to deals and revenue generation. This plan also includes a meeting scheduler, which allows users to send their availability for prospects to pick a time to meet, helping streamline the sales process.
The Gold plan is ideal for businesses that sell both products and services and want insight into their sales including margins, discounts, and splits. Pipedrive includes analytics tools that give you the information you need to better focus your sales efforts on the most profitable products and sales opportunities. The Gold plan is a good choice for contractors and other businesses that sell both products and services and track goal performance for sales compensation.
The Platinum plan is $49.17 per user per month and adds additional sales forecasting and advanced reporting features. This plan also adds team-based sales goals, which makes it a good choice for businesses that pay bonuses based on a combination of individual and overall team performance. The Platinum plan is more expensive than many of the other options on this list, except NextAgency. Like NextAgency, it is a fully-functional CRM.
The Platinum plan also includes the ability to set specific permissions for different team member roles and allows users to set team-wide sales performance goals that can be tracked in the reporting dashboards. Pipedrive is ideal for small and mid-sized sales teams that want to measure their sales performance and track goals within the sales tool they use every day without adding additional software.
What Pipedrive Is Missing
Pipedrive is a CRM software and does not include the automated commission tracking or compensation management tools available in the other options on this list. While Pipedrive does feature a robust library of integrations, including with QuickBooks, it does not include native accounting functionality beyond goal and performance reporting.
What Users Think About Pipedrive
Pipedrive users give it high marks for its core features, especially the visual pipeline and intuitive interface that requires little onboarding. Users also give it high marks for its integrations with other third-party software, like marketing automation and email marketing tools. Users do express the desire to have more robust webhook integrations as well as advanced search and filtering capabilities. Learn more about what users are saying on our Pipedrive Review page.
What Is Commission Tracking Software?
Commission tracking software is a tool that allows users to set up individual compensation formulas, import sales data, and automatically calculate commission payments for sales team members. It is generally used in organizations like insurance agencies or B2B sales teams that primarily pay sales reps a commission on the sales they generate.
Commission tracking software streamlines the process of calculating and paying commission-based sales compensation to sales team members. The best options also included features like mobile apps, web access, and reporting dashboards to make it easy to monitor and track commission payouts.
We chose Blitz as the best commission tracking software for small businesses because of its affordability, ease of use, and ability to create customized compensation plans for any size team. Blitz plans begin at $19 per user per month, and users can sign up today on their website.