Spiff Management Software

Automate your dealer spiff programs from sale to payout. Incentit tracks dealer sales, matches claims to invoices, calculates spiff amounts, and processes payments — so you can focus on growing your channel instead of managing spreadsheets.

What is a Spiff Program?

A SPIFF (Sales Performance Incentive Fund) is a short-term bonus paid to salespeople or dealers for selling specific products. Unlike commissions which are ongoing, spiffs are targeted incentives designed to push specific behaviors: launch a new product, clear inventory, or hit quarterly targets.

Managing spiffs manually is painful. Dealers submit claims via email or fax. Someone manually verifies the sale against invoice data. Payments get delayed. Disputes arise. Spreadsheets get out of sync. Spiff management software solves all of this.

How Incentit Automates Spiff Management

1. Configure Your Program

Define which products qualify, the spiff amount per unit (flat or formula-based), eligibility date ranges, and any tiered bonus structures. Set up in minutes, not weeks.

2. Dealers Submit Claims

Dealers log into their branded portal or open the mobile app. They enter the sale details — customer name, invoice number, serial number, quantity — and submit. Photos of invoices can be attached as proof.

3. Automatic Sale Matching

When you upload sales data (or integrate via API), Incentit automatically matches dealer claims to verified sales records. Matched claims can be auto-approved. Unmatched claims are flagged for review.

4. Approval Workflow

Claims route through your configurable workflow. Simple programs auto-approve on match. Complex programs can require manager sign-off, territory verification, or compliance review.

5. Batch Payment

Close a period and pay all approved spiffs in one batch. Pay via check, card, or electronic transfer. Each dealer sees their payment history and pending claims in their portal.

Key Features for Spiff Programs

• Sale auto-matching — Claims automatically link to uploaded sales/invoice data
• Mobile submissions — Dealers submit from their phone with photo proof
• Tiered spiff amounts — Different amounts by product tier, volume threshold, or dealer level
• Account hierarchy — Parent/child dealer structures with roll-up reporting
• Closing periods — Batch-process and pay by quarter, month, or custom period
• Dealer portal — Branded self-service portal for each dealer to track claims and payments
• Duplicate detection — Prevent double-claims on the same sale
• Real-time reporting — See program costs, dealer rankings, and payout projections

Who Uses Spiff Management Software?

Manufacturers who sell through dealer networks and want to incentivize specific product sales without managing spreadsheets.

Distributors running promotional spiffs to push inventory or launch new product lines through their reseller channel.

Energy companies incentivizing contractors to install high-efficiency equipment (heat pumps, EV chargers, insulation) with per-unit spiffs.

Why Choose Incentit for Spiff Management?

• Purpose-built for channel incentives (not a generic CRM bolt-on)
• Self-service onboarding — your first program can be live today
• Mobile app for iOS and Android (dealers love it)
• Automatic sale matching reduces manual verification by 90%+
• Configurable workflows adapt to your approval process
• API for integration with your ERP, CRM, or data warehouse

Frequently Asked Questions

How do dealers submit spiff claims?

Dealers can submit via a branded web portal or our mobile app (iOS/Android). They enter sale details, attach invoice photos, and submit in under 60 seconds.

Can spiffs auto-approve when matched to a sale?

Yes. When a claim matches a verified sale record (by serial number, invoice number, or purchase order), it can be auto-approved through your workflow without manual review.

How are dealers paid?

Payment methods include check, prepaid card, bill credit, or electronic transfer. Payments are batched by closing period for efficient processing.

Can I run multiple spiff programs simultaneously?

Yes. Run as many programs as needed — different products, different dealer tiers, different time periods. Each program has its own rules, amounts, and reporting.

How do I get started?

Sign up at SpiffCapture.com for a free trial, or contact us for a personalized demo. Your first program can be live in under an hour.