Revenue Grid Reviews & Product Details

Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential.

Product Website

Seller

Revenue Grid

Discussions

Revenue Grid Community

Languages Supported

German, English, French, Spanish

Overview by

Tara Pawlak

Pricing

Pricing provided by Revenue Grid.

Activity Capture 360

$30.00

1 Seat Per Month

View More Pricing Information

Revenue Grid Integrations

(6)

Verified by Revenue Grid

Revenue Grid Media

Revenue Grid Demo - Revenue Intelligence platform

One platform that connects all things revenue

Revenue Grid Demo - Gmail and Salesforce integration

Automate data and activity capture to schedule more meetings with ease

The ultimate sales sequences for Salesforce

Visualise team activities

Build & implement a sales forecasting process

Get full visibility into pipeline changes

Official Downloads

(2)

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Jennifer V.

Director of Salesforce Operations

Mid-Market (51-1000 emp.)

2/18/2026

"Expanded Email Sync That Boosts Salesforce Visibility"

5/5

What do you like best about Revenue Grid?

The expanded functionality beyond standard email sync, especially features like Time Slots and multi-opportunity logging. Our sales team really values the increased visibility in Salesforce. The ability to customize which additional object fields are exposed in the RG side panel based on user needs rather than a one size fits all approach, is also an advantage. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

One challenge was the amount of troubleshooting required during our pilot, primarily related to the initial configuration. It took time and coordination with Support to get everything working as expected. Once those setup issues were resolved, the system has been stable and is now functioning with minimal issues. Review collected by and hosted on G2.com.

What problems is Revenue Grid solving and how is that benefiting you?

Revenue Grid is helping improve visibility and productivity for our sales team. The multi-opportunity logging feature gives reps better insight into their related deals directly within Salesforce, which supports more accurate activity tracking and opportunity context.

The Time Slots feature also improves efficiency by simplifying scheduling, reducing back and forth coordination, and saving time for reps. From a business standpoint, it helps drive better user adoption and more consistent activity capture without adding additional administrative burden. Review collected by and hosted on G2.com.

백

백민정(MJ Baek) .

Director

Small-Business (50 or fewer emp.)

1/6/2026

"Effortless Automation That Saves Time and Boosts Accuracy"

5/5

What do you like best about Revenue Grid?

Revenue Grid has significantly reduced our manual data entry by automatically capturing all activities into our CRM. This automation allows our team to focus more on building customer relationships rather than administrative tasks. It's a huge time-saver and keeps our data accurate. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

To be honest, I haven't encountered any significant downsides or issues while using Revenue Grid so far. The platform works exactly as expected and has met all my needs perfectly. I am extremely satisfied with its current performance and features. Review collected by and hosted on G2.com.

What problems is Revenue Grid solving and how is that benefiting you?

Before I started using Revenue Grid, finding specific emails in Gmail was a frustrating and time-consuming process. Revenue Grid changed this by automatically organizing and syncing my emails directly to the relevant Salesforce accounts. Now, I can conveniently view the complete communication history for each account in a single location. This has saved me a significant amount of time and has made it much easier and more efficient for me to communicate with my customers. Review collected by and hosted on G2.com.

Jansen M.

Business Analyst

Mid-Market (51-1000 emp.)

12/18/2025

"Exceptional Support and Productivity-Boosting Automation"

5/5

What do you like best about Revenue Grid?

Revenue Grid has consistently provided exceptional support. Whenever we submit a support ticket, the team responds quickly and takes immediate action. As a large company, we often submit multiple tickets, sometimes several in a single day. Despite this high volume and the added complexity of working across different time zones, the support team always replies promptly and efficiently.

The product itself is also excellent. It has significantly increased our employees' productivity and automated tasks like sending follow-up messages through Sequences and scheduling meetings with Book Me and Time Slots. This automation enables our team to focus more on revenue-generating activities.

While Sequences and Book Me/Time Slots are user-friendly, they do require some training for our users.

Implementation was very smooth, especially during our system migration. The team, and Kirill in particular, supported us throughout the process, guiding me step by step as we integrated Revenue Grid products into our new system. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

There is honestly nothing I dislike about Revenue Grid. Since I also work in a technical field, I can appreciate the challenges and limitations they face in enhancing their product, and I understand that not every feature can be implemented right away. Review collected by and hosted on G2.com.

What problems is Revenue Grid solving and how is that benefiting you?

The platform provides automated follow-up messages, which has made scheduling meetings much simpler. Using Sequences has greatly lessened the mental effort required to keep track of whom our employees need to follow up with. As for Book Me and Time Slots, these features have minimized the usual back-and-forth involved in setting up meetings, often reducing the process to a single email exchange and allowing meetings to be scheduled within just a day or two. Review collected by and hosted on G2.com.

LOLA I.

Data Systems and Operations Coordinator

Small-Business (50 or fewer emp.)

10/21/2025

"Effortless Outlook & Salesforce Integration—A Must-Have for Email Management"

5/5

What do you like best about Revenue Grid?

The best thing about revenue grid is how easily it integrates with Outlook and Salesforce. Honestly, we looked at a few similar third party tools and RG took the cake! It makes it so much easier to save emails to Salesforce and creating new records from people who email you is a sinch. I would definitely recommend this product for any company looking to do similar. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Something I wish revenue grid could do that I would love an upgrade for is for situations where you delete an email that you previously saved, I wish the Salesforce tag in Outlook would be removed, like I wish it was intuitive in that way that the system could tell that you deleted the email, so it wouldn't look like you still saved that email, when seeing the email in Outlook. Review collected by and hosted on G2.com.

Michelle M.

Channel Account Manager

Mid-Market (51-1000 emp.)

10/17/2025

"Impressive AI Chat & Natural Mass Emailing Experience - ( AI even wrote the title for me - love it )"

5/5

What do you like best about Revenue Grid?

Mass emailing without the feel of automation.

The AI chat!!!!! It pulled every bit of information I was looking for regarding a single account around growth and interractions. It then went on to build the tables for me show I can represent the data in a chart! It also builds my recipient lists for me for my sequences based on my requests.

Integration with Outlook

Time slots!

Meeting links Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

I wish the mobile Outlook integration was cleaner and offered more features.

I would LOVE an app for my iPad. please. Review collected by and hosted on G2.com.

What problems is Revenue Grid solving and how is that benefiting you?

I have over 2000 contacts and Revenue Grid gives me the ability to get a message quickly without making my message feel automated. The AI feature generates data regarding growth and engagement and other KPIs that are needed for QBRs, etc. I save so much time using the AI feature so that I can focus on sales and nurturing relationships rather than building reports. Review collected by and hosted on G2.com.

Ross R.

Software Services Specialist UK&I

Enterprise (> 1000 emp.)

10/22/2025

"User-Friendly Interface and Helpful Templates, But Needs Microsoft Dynamics Integration"

5/5

What do you like best about Revenue Grid?

Extremely easy to use UI. If you are missing any information or formats to start any sequence then you are prompted. The templates and previewing elements to the tool are really useful as you can see exactly.

If ever i had any questions around sequences or mailers being sent, and i had to raise a case with support, they were very quick to engage and reply and provide comprehensive support, rather than being just pushed to the Q&A area which other companies do. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Very few issues, it has always worked very well for myself and the team. Only issue which limited larger adoption within my organisation was the lack of integration with Microsoft Dynamics. Review collected by and hosted on G2.com.

Andre M.

Project Manager

Machinery

Small-Business (50 or fewer emp.)

12/15/2025

"AI Insights and Seamless Integrations Drive Productivity"

4.5/5

What do you like best about Revenue Grid?

It has AI-driven insights and revenue intelligence that helps us data driven data as it shows actionable guidance.

It has seamless integration with other tools which promotes a streamlined workflow as we do not shift from one app to another Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

It has a deep learning curve due to highly advanced features that can be hard to understand. Review collected by and hosted on G2.com.

What problems is Revenue Grid solving and how is that benefiting you?

Manual sales tracking is complex as managers lack visibility on what reps do and how prospects engages. However, since we started using Revenue Grind things changed drastically, it allows clear visibility on activity trends and performance on the dashboard and also helps in tracking engagement. Review collected by and hosted on G2.com.

Kathleen C.

Director of Agency Partnerships

Small-Business (50 or fewer emp.)

12/2/2025

"Effortless Contact Management and Seamless Integration"

5/5

What do you like best about Revenue Grid?

I appreciate that it streamlines the process of adding contacts into Salesforce. I have a number of meetings and use it often to add contacts in. It's also easy to use and implement/integrate with my inbox. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

The main drawback for me was that I couldn't use it with Spark, the mail app I previously relied on. However, my organization has now switched to Superhuman, which does integrate with it. Review collected by and hosted on G2.com.

David T.

Director of Revenue Operations and Enablement

Mid-Market (51-1000 emp.)

10/28/2025

"Revenue Inbox is a necessary tool"

5/5

What do you like best about Revenue Grid?

Super easy to use and administer. Game changer for automatic recording of everything outlook to Salesforce. Love the calendar invite functionality as well. Always making updates and adding new features. Support is quick to respond and always willing to help. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

It does crash from time to time, but a quick restart of Outlook will fix that. No other complaints on my end. Review collected by and hosted on G2.com.

Hope T.

Operations Lead

Small-Business (50 or fewer emp.)

10/27/2025

"Efficient Email Integration, Worth the Learning Curve"

5/5

What do you like best about Revenue Grid?

I appreciate how it imports email communications into our system, as this significantly improves the way our team shares information. We now rely on this feature every day. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

While there is a bit of a learning curve, I found Daryna to be extremely helpful throughout the process of getting up to speed. Review collected by and hosted on G2.com.

What problems is Revenue Grid solving and how is that benefiting you?

Revenue Grid helps automate our email tracking and communication process. It automatically loads emails into our tracking system, which saves a lot of manual data entry and ensures everything is accurately recorded. We’re also able to schedule and send out email blasts directly through the platform, which makes outreach faster and more consistent. Overall, it’s streamlined communication and made our workflow a lot more efficient. Review collected by and hosted on G2.com.