---
description: Review of Forma.ai Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Forma.ai | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Sales Performance Management Software](/directory/4481/sales-performance-management/software) > [Forma.ai](/software/505865/Formaai)

# Forma.ai

Canonical: https://www.softwareadvice.com.au/software/505865/Formaai

> Forma.ai is a sales performance management solution that brings compensation strategy and execution into a unified platform by serving as a single source of truth for sales performance data. It caters to enterprises across various industries and enables sales, finance and revenue operations teams to optimize and manage sales incentive programs.

Forma.ai offers innovative modeling capabilities that allow users to optimize every variable in the compensation plan, such as quotas, territories, incentive structures and more.
> 
> Verdict: Rated **4.8/5** by 4 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.8/5** | 4 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 4.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Forma.ai
- **Location**: Toronto, Canada

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Anguilla, Antigua and Barbuda, Aruba, Bahamas, Barbados, Belize, Bermuda, British Virgin Islands, Canada, Cayman Islands, Costa Rica, Cuba, Dominica, Dominican Republic, El Salvador, Grenada, Guadeloupe, Guatemala, Haiti, Honduras and 15 more

## Features

- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Agency Commission
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Benchmarking
- Bonus Management
- Budget Management
- Commission Calculator
- Commission Management
- Commission Overrides
- Commission Rules/Conditions
- Commission Scheduling
- Commission Statements

## Integrations (6 total)

- Databricks
- HRIS
- Microsoft SQL Server
- Salesforce Sales Cloud
- Snowflake
- Workday HCM

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Sales Performance Management Software](https://www.softwareadvice.com.au/directory/4481/sales-performance-management/software)

## Related Categories

- [Sales Performance Management Software](https://www.softwareadvice.com.au/directory/4481/sales-performance-management/software)
- [Commission Software](https://www.softwareadvice.com.au/directory/4589/commission/software)
- [Compensation Management Software](https://www.softwareadvice.com.au/directory/428/compensation-management/software)

## Alternatives

1. [Everstage](https://www.softwareadvice.com.au/software/264626/everstage) — 4.8/5 (955 reviews)
2. [Qobra](https://www.softwareadvice.com.au/software/349246/qobra) — 4.9/5 (437 reviews)
3. [CaptivateIQ](https://www.softwareadvice.com.au/software/344116/captivateiq) — 4.8/5 (873 reviews)
4. [QuotaPath](https://www.softwareadvice.com.au/software/247095/quotapath) — 4.5/5 (123 reviews)
5. [Sales Cookie](https://www.softwareadvice.com.au/software/147415/sales-cookie) — 4.7/5 (182 reviews)

## Reviews

### "Forma Ai HealthCare SIP Implementation" — 5.0/5

> **Heather** | *7 November 2024* | Hospital & Health Care | Recommendation rating: 9.0/10
> 
> **Pros**: The ease of use for day-to-day operations, dashboard visibility, customer support to help resolve issues, discuss open items, and request additional build/functionality within the Forma Ai platform.
> 
> **Cons**: Because of our complex plan and territory setup, we had to build a template to load our details into the Forma Ai system.  This required some back and forth with the Forma Ai team to accommodate our structure but overall, we had good support from the Forma Ai team throughout these discussions.  The system has been great since it has been fully implemented.
> 
> Overall experience with Forma Ai has been positive.  We are seeing improvements to how we many our day-to-day operations and also have a more global view of our sales compensation processes and progress.  The relationship we have built with the Forma Ai teams is strong and we continue to make improvements to our Forma Ai solution to meet our business needs.

-----

### "Dedicated Support team committed to our success" — 5.0/5

> **Catherine** | *23 October 2024* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Clean displays. 
Dedicated support with no charges.
Data frequently updated for real time views.
Ability to forecast expense within current plans
> 
> **Cons**: Some limitations on what admins can do independently.
> 
> We did a solid 6 months of implementation - went live for January with dashboards and comp plan issuance. Forma support always said yes to our asks (98%) and was always available.

-----

### "Forma is very functional" — 4.0/5

> **Rachel** | *31 October 2024* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: All agents commissions being stored in one readily accessible location that they can also review.
> 
> **Cons**: Complexity of implementation. It's a lot of technical details I don't always understand.
> 
> Forma has exceptional staff; I have enjoyed working with them all\!

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### "Forma.AI general review" — 5.0/5

> **John** | *11 October 2024* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: The simplicity of the columns and screens
> 
> **Cons**: The removal of one section. There used to be a table to calculate the earnings, but not just a bar graph.
> 
> It has fast logins and pulls the data quickly.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/505865/Formaai)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/505865-Formaai/> |
| en-AU | <https://www.softwareadvice.com.au/software/505865/Formaai> |
| en-GB | <https://www.softwareadvice.co.uk/software/505865/Formaai> |
| en-IE | <https://www.softwareadvice.ie/software/505865/Formaai> |
| en-NZ | <https://www.softwareadvice.co.nz/software/505865/Formaai> |

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