SalesRepFielderDire Syzygy
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Related Products
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About
Whether you are a health insurance carrier or any other broker commissions-centered business, EvolveNXT’s platform offers the ability to customize a suite of solutions to effectively streamline your sales performance and day-to-day management of complex business processes. We’ve spent more that a decade working with premier insurance carriers and developing a solution to handle the complex needs of highly competitive and regulated carrier markets. Our compliance-based solution will enable you to increase your organization’s sales channel efficiency while achieving sustainable enrollment growth. The most complex and highly regulated commissions are paid to Medicare brokers. Utilize EvolveNXT to manage and automate your Medicare compensation while keeping CMS compliance. Our commission's management software for insurance carriers improves operational efficiency while enabling teams to reach optimal sales performance.
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About
SalesRepFielder is commission software for QuickBooks Online: reads your invoices and the migrated sales-rep field, applies your commission rules, produces per-rep statements, and posts the journal entry into your books. Built for bookkeepers, accounting firms, and small businesses on QBO.
THE PROBLEM. QuickBooks Online has no Sales by Rep report. If you migrated from Desktop, the converter carried your REP field over as a custom-field dropdown — initials only, unlinked from any employee record. The standard fix is a monthly commission spreadsheet almost no one audits.
WHAT IT DOES. SalesRepFielder connects to QuickBooks Online and reads invoices, sales receipts, payments, credit memos, and refund receipts — including the migrated rep custom field. Commission plans run as explicit rules: flat, tiered, per-deal rate lookup, margin-based, quotas and attainment, bonuses, SPIFF windows, splits, pools, manager overrides, caps, clawbacks.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies and businesses searching for a solution designed to help them manage all their operations
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Audience
Accounting firms, bookkeepers, and QuickBooks Online small businesses that pay sales reps from their books
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$20/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEvolveNXT
Founded: 2009
United States
evolvenxt.com
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Company InformationDire Syzygy
Founded: 2026
Mexico
salesrepfielder.com
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Alternatives |
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Categories |
Categories |
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Commission Features
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
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Integrations
QuickBooks Online
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