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Average Ratings 0 Ratings
Description
Commissionly is a cloud based sales commission and compensation solution for ISO's FMO's, Insurance Brokers, Merchant Services Companies, Financial Services and Education, Telecoms and Energy Companies.
The Commissionly platform can calculate commission on initial contracts and on residual payments.
Data
Custom Data templates allow multiple data formats to be imported with ease. Data can be altered by supplier to adjust the commissionable value to be applied to the commission plans.
Our API can be used to import data direct from open platforms.
Commission Hierarchy
Assign downline agents and split values automatically based on Transaction data such as ID, Customer, Policy Number, MID number or any other unique identifier.
Access to downline information in the system can be controlled by role.
Additional data can be added to imported data through the creation of lookup tables.
Reporting
Custom reports can be created to fit the requirements of the business.
Unpaid Commissions
Closed deals that have nit yet reach a commissionable status can be calculated for planning and accruals.
Future Commissions
Our built in future commission report can use contract terms to calculate future commission revenue for the business
Description
Maestro was designed with the primary focus of streamlining workflows and integrating as many business rule processes into the system as feasible. This strategy aims to remove the need for manual tracking of individual commission and fee items for each period, while ensuring that the processing engine is adaptable enough to accommodate the varying nature of representative compensation packages. Consequently, the outcome is a comprehensive, dynamic, and robust system capable of adjusting to your organization's changing commission processing needs. Your firm may be seeking to transition from traditional spreadsheets, along with the inaccuracies and complications they bring, toward a more efficient solution. Ultimately, Maestro stands out as a versatile tool that not only simplifies the workflow but also enhances overall accuracy in commission management.
API Access
Has API
API Access
Has API
Integrations
Canary Digital Tipping
Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
Insightly
Marketo
QuickBooks Online
QuickBooks Online Advanced
Integrations
Canary Digital Tipping
Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
Insightly
Marketo
QuickBooks Online
QuickBooks Online Advanced
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Commissionly.io
Founded
2018
Country
United Kingdom
Website
www.commissionly.io
Vendor Details
Company Name
Artisan Software
Founded
1998
Country
United States
Website
artisansoftware.com/maestro-overview.html
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
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