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Description

Everstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.

Description

For over two decades, FoxTrot has consistently delivered exceptional software designed to simplify the operations and commissions departments. Our goal is to enhance every facet of the commissions department, whether it involves eliminating the need for Excel through one-click statement imports or providing comprehensive daily blotters, payroll computations, and streaming broker statements. We have a deep appreciation for small to mid-sized broker-dealers because we understand their specific needs. Our partnership approach fosters a friendly and collaborative environment. Our innovative and growth-oriented software is designed to scale alongside your business, all while avoiding the necessity of hiring additional staff. By collaborating closely with our clients, we embrace a "Yes!" mindset when it comes to solution-finding. Consequently, we have created a powerful system capable of addressing nearly every commission scenario, all while providing a reliable foundation for daily operations and functions. We remain committed to evolving our software in response to the changing needs of our clients.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Redshift Yes 
Chargebee Yes 
Close Yes 
Dayforce Yes 
Google Cloud BigQuery Yes 
Gusto Yes 
HubSpot Customer Platform Yes 
Maxio Yes 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
MySQL Yes 
NetSuite Yes 
NetSuite CRM Yes 
Personio Yes 
Pipedrive Yes 
Salesforce Yes 
ServiceTitan Yes 
Shopify Yes 
Stripe Yes 
Zoho CRM Yes 

Integrations

Amazon Redshift No 
Chargebee No 
Close No 
Dayforce No 
Google Cloud BigQuery No 
Gusto No 
HubSpot Customer Platform No 
Maxio No 
Microsoft Dynamics 365 No 
Microsoft Excel No 
MySQL No 
NetSuite No 
NetSuite CRM No 
Personio No 
Pipedrive No 
Salesforce No 
ServiceTitan No 
Shopify No 
Stripe No 
Zoho CRM No 

Pricing Details

Everstage offers seat-based pricing with zero hidden costs.
Free Trial No 
Free Version No 

Pricing Details

$7500 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Everstage

Founded

2020

Country

United States

Website

www.everstage.com/

Vendor Details

Company Name

FoxTrot Software

Founded

1987

Country

United States

Website

www.foxtrotsw.com

Product Features

Commission

Affiliate Management No 
Agency Commission Yes 
Commission Calculations Yes 
Commission Scheduling Yes 
Commission Tracking Yes 
Compliance Management Yes 
Flat Commissions Yes 
Incentive Programs Yes 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions Yes 
Split Commissions Yes 

Compensation Management

Bonus Management Yes 
Compensation Assessment No 
Compensation Calculation Yes 
Compensation Plan Modeling Yes 
Compensation Statements Yes 
Employee Reward Programs Yes 
Incentive Programs Yes 
Organizational Charting Yes 
Salary Planning No 

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

Sales Performance Management

Incentive Compensation Management (ICM) Yes 
Predictive Sales Analytics Yes 
Quota Management Yes 
Reporting / Analytics Yes 
Sales Coaching Analysis No 
Sales Gamification Yes 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management Yes 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions Yes 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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