Forma.ai
Forma.ai is a sales performance management platform covering incentive compensation management, territory and quota planning, and sales compensation consulting. It is positioned for enterprise sales compensation teams and is priced by custom quote that includes a one-time onboarding and implementation fee.
Key facts
Headquarters
Toronto, ON, Canada source (verified 2026-10-21, opens the vendor page)
Pricing model
Custom quote; one-time onboarding and implementation fee plus platform scoped to needs source (verified 2026-10-21, opens the vendor page)
Starting price
Not publicly listed source (verified 2026-10-21, opens the vendor page)
Public pricing
Free trial
Not verified
Languages
Not verified
Team sizes (payees)
Not verified
Minimum payees
Not verified
Implementation
Not verified
Founded
Industries with a dedicated page
Not verified
Forma.ai pricing
Forma.ai does not publish its prices; pricing is quoted on request. Pricing model: Custom quote; one-time onboarding and implementation fee plus platform scoped to needs. Prices change; check the source before budgeting, and model the cost of your current process with the software ROI calculator.
Capabilities
| Capability | Status |
|---|---|
| Retroactive tiers | Not verified |
| Credit splits | Not verified |
| Clawbacks | Not verified |
| Multi-currency | Not verified |
| Audit trail | Yes source (verified 2026-10-21, opens the vendor page) |
| ASC 606 amortization | Yes source (verified 2026-10-21, opens the vendor page) |
| Quota management | Yes source (verified 2026-10-21, opens the vendor page) |
| SPIFFs / contests | Yes source (verified 2026-10-21, opens the vendor page) |
| Rep earnings dashboard | Yes source (verified 2026-10-17, opens the vendor page) |
| Dispute workflow | Yes source (verified 2026-10-21, opens the vendor page) |
| Approval workflows | Yes source (verified 2026-10-21, opens the vendor page) |
Native integrations
| Integration | Status |
|---|---|
| Salesforce | Yes source (verified 2026-10-21, opens the vendor page) |
| HubSpot | Not verified |
| NetSuite | Yes source (verified 2026-10-21, opens the vendor page) |
| QuickBooks | Not verified |
| Workday | Not verified |
| ADP | Not verified |
| Snowflake | Not verified |
"Not verified" means we could not confirm it on Forma.ai's public pages — not that it is missing.
More capabilities, security and integrations
More capabilities
| Territory planning | Yes source (verified 2026-10-21, opens the vendor page) |
| Plan modeling (what-if) | Yes source (verified 2026-10-21, opens the vendor page) |
| Commission accruals / forecasting | Yes source (verified 2026-10-21, opens the vendor page) |
| MBO / bonus objectives | Not verified |
| Draws | Not verified |
| Channel partner commissions | Not verified |
| AI features | Yes source (verified 2026-10-21, opens the vendor page) |
| Native mobile app | Not verified |
| Payroll export | Yes source (verified 2026-10-21, opens the vendor page) |
| Rep view inside the CRM | Yes source (verified 2026-10-21, opens the vendor page) |
Security and compliance
| Single sign-on (SSO) | Not verified |
| SOC 2 | Yes source (verified 2026-10-21, opens the vendor page) |
| ISO/IEC 27001 | Not verified |
| GDPR statement | Yes source (verified 2026-10-21, opens the vendor page) |
| EU data hosting | Not verified |
Other integrations
| Pipedrive | Not verified |
| Microsoft Dynamics 365 | Yes source (verified 2026-10-21, opens the vendor page) |
| Zoho CRM | Not verified |
| SAP | Not verified |
| Xero | Not verified |
| Gusto | Not verified |
| BambooHR | Not verified |
| Slack | Not verified |
How Forma.ai scores by team size
Enterprise
59/100
62% of criteria verified
Documented gaps: Public pricing
See the enterprise ranking