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About

Castine Consulting LLC (formerly named Cogent Consulting) has been a global provider of management solutions for over 30 years. Its legacy products have been installed in over 60 countries and at over 4,000 sites. We know the software and we know how to support it. Castine’s product line includes industry-leading solutions for the investment community for compliance, commission management, and compensation and performance reporting. Castine’s principals are recognized as industry leaders in commission management (28(e), CSA, RPA, MiFID II), compliance operations and due diligence, and broker/advisor compensation and performance reporting. Castine’s principals are recognized as world leaders in broker reviews, compensation, and commission management solutions. Castine’s partners, including Integrity Research, bring depth and breadth to our offerings. Castine’s technology uses the latest tools to provide a truly up-to-date experience to its clients.

About

Leaptree Incentivize is a 100% Salesforce-native compensation and incentivization management platform designed to eliminate the need for manual spreadsheets and streamline sales incentive processes. With a no-code setup, users can create, configure, and edit intelligent sales incentive plans quickly and accurately. It offers significant efficiencies, including a 90% reduction in effort managing end-of-period compensation processing, a 50% reduction in disputes related to clawbacks and exceptions, and a 90% reduction in effort planning and modeling future compensation plans. Personalized commission dashboards motivate sales representatives by providing real-time access to earnings and transparent incentive calculations. Dynamic "what-if" scenario modeling allows users to devise, compare, and assess future commission plans, taking charge of sales performance outcomes.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Brokers in search of a complete performance and compensation system solution for their operations

Audience

Sales operations managers seeking a solution to automate and optimize their team's commission structures directly within Salesforce

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$39 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Castine
United States
castinellc.com

Company Information

Leaptree
Founded: 2009
Ireland
www.leaptree.com/products/incentivize

Alternatives

Alternatives

My Incentives

My Incentives

GRG India
Fullcast Pay

Fullcast Pay

Fullcast

Categories

Categories

Sales Compensation Supported

Integrations

Salesforce Not Supported
Salesforce Experience Cloud Not Supported

Integrations

Salesforce Supported
Salesforce Experience Cloud Supported
Claim Castine and update features and information
Claim Castine and update features and information
Claim Leaptree Incentivize and update features and information
Claim Leaptree Incentivize and update features and information