--- title: Revenue Grid Reviews meta\_title: 'Revenue Grid Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 585 reviews by the users' company size, role or industry to find out how Revenue Grid works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 585 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools ---

# Revenue Grid Reviews & Product Details

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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
Revenue Grid
Seller
[Revenue Grid](https://www.g2.com/sellers/revenue-grid)
Discussions
[Revenue Grid Community](https://www.g2.com/products/revenue-grid/discuss)
Languages Supported

German, English, French, Spanish

Solution Type

All-in-One

Overview by
Tara Pawlak

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## Pricing

Pricing provided by Revenue Grid.

### Activity Capture 360

$30.00

1 Seat Per Month

[
View More Pricing Information
](https://www.g2.com/products/revenue-grid/pricing)

## Revenue Grid Integrations
(7)

What do users say about integrations?

Verified by Revenue Grid

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Agentforce Sales (formerly Salesforce Sales Cloud)

](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Agentforce Service (formerly Salesforce Service Cloud)

](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

GoTo Meeting

](https://www.g2.com/products/goto-meeting/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft 365

](https://www.g2.com/products/microsoft365/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft Outlook

](https://www.g2.com/products/microsoft-outlook/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Salesforce Agentforce

](https://www.g2.com/products/salesforce-agentforce/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Salesforce Headless 360 Platform (formerly Salesforce Platform)

](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)

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 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
AF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

10/21/2021

"Amazing Product and Great Support and Sales Team"

5/5

What do you like best about Revenue Grid?

The products (Inbox, Guided Selling, Engage) are all very well designed and work seamlessly with Salesforce. To add cherry on the top, the team is super efficient and responsive and have always been on top of the new requirements we have presented. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

There is nothing that I dislike about the product Review collected by and hosted on G2.com.

Recommendations to others considering Revenue Grid:

It definitely recommended to use Revenue Grid and all their products. I actually wish they had more products as they do such a good job at it. Review collected by and hosted on G2.com.

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

We are tracking our Outlook activites directly into Salesforce and Inbox has been working great for the same. Sequences has helped us with a lot of our Marketing activities and announcements. Guided Selling has a lot of powerful data visualizations and keeps us on the top of our game to do better to convert the deals. Review collected by and hosted on G2.com.

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12/2/2025
Current UserValidated ReviewerSource: Seller invite

LI

Lori Braese I.

Customer Support

Mid-Market (51-1000 emp.)

11/17/2025

"Outstanding Support That Makes a Real Difference"

5/5

What do you like best about Revenue Grid?

Revenue Grid Support. Anytime I have a question or need to know how to do something, they are right there with help and/or answers. It's quite refreshing! Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Updates tend to change settings which can lead to disruption. Not knowing what my original background settings are doesn't allow me to make corrections on my own. RG is always quick with the corrections when notified, but I feel awkward always having to ask. Review collected by and hosted on G2.com.

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

RG is helping us tie our email (Outlook) to Salesforce. Connecting the two affords us the ability to always have the relevant information tied to the corresponding opportunities in SF. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![DANIELLE M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DANIELLE M.")
DM

DANIELLE M.

Sales Executive

10/23/2025

"Enhances Salesforce Integration with Effortless Email Management"

5/5

What do you like best about Revenue Grid?

I appreciate that Revenue Grid makes it incredibly easy for me to maneuver emails from one platform to Salesforce, which streamlines my documentation process. The setup was also very straightforward and easy, thanks to the supportive guidance from a representative, making the whole procedure smooth. I value how Revenue Grid simplifies ensuring that documentation is properly connected to particular leads or opportunities in Salesforce, which greatly benefits my workflow. I also like its seamless integration with Outlook and Salesforce, allowing me to take emails from Outlook and save them to leads and opportunities effectively. The ease of use and simplicity in achieving what it sets out to accomplish is noteworthy, which are compelling reasons for me to consider purchasing it again. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

I do wish sometimes in Outlook, I had more options regarding the ways to search for the proper lead to attach my email to. This limitation feels like an area where the functionality could be enhanced to improve user experience. Review collected by and hosted on G2.com.

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

I use Revenue Grid to streamline documentation, ensuring emails are correctly linked to leads and opportunities in Salesforce, enhancing my workflow efficiency. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

 ![Andrii B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrii B.")
AB

Andrii B.

Head of Sales Operations / Salesforce Manager

Enterprise (\> 1000 emp.)

10/16/2025

"Efficient Solution and Friendly Team"

5/5

What do you like best about Revenue Grid?

We have been working with Revenue Grid for over 3 years now. What I like best is the excellent feedback and support from their team. The setup process is fast and simple, making it very easy to get started. Overall, Revenue Grid provides a smooth experience, and I am very satisfied with the product. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Honestly, I have not noticed any significant drawbacks. Everything works well for our needs. Review collected by and hosted on G2.com.

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

Revenue Grid helps us with effective email tracking, allowing our team to monitor communication with clients and ensure no important messages get missed. This feature improves our follow-up process, boosts productivity, and strengthens our client relationships. The accurate tracking and notifications make our workflow more efficient and reliable. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Reagan G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Reagan G.")
RG

Reagan G.

Account Executive

Mid-Market (51-1000 emp.)

11/21/2025

"Solid Addition to our Sales Technology!"

5/5

What do you like best about Revenue Grid?

This tool has made my life 10x easier. I track emails, meetings, Add contacts to Salesforce directly from my email address, ect. Love that you can see if your recipient opened the email. Additionally this saves me hours every day from manually tracking these things.

Before, I was using the chrome plug in and it constantly broke. Since using Revenue Grid, I have not had a single issue! Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Can't think of much! It was easy to implement and customer service has been super helpful! Review collected by and hosted on G2.com.

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

Process and documentation of my day-to-day activities in Salesforce. Saves me hours every day. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Verified User in Hospitality](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospitality")
UH

Verified User in Hospitality

Small-Business (50 or fewer emp.)

12/4/2025

"Great Activity Logging, But Outlook Connection Needs Improvement"

5/5

What do you like best about Revenue Grid?

I appreciate how it automatically logs my activities in Delphi, and its simplicity makes it very user-friendly. The customer service and support have been excellent, consistently checking in and following up on my ticket until the issue was fully resolved. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

At times, the connection between Outlook and Revenue Grid fails, which means I can't use the add-in when this happens. Additionally, revenue grid does not seem to capture the information from inquiries and therefore I'm unable to log activities associated with an inquiry via revenue grid. Review collected by and hosted on G2.com.

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

Revenue has made it much easier for me to reach my activity goals, as I can now complete tasks with just two clicks instead of going through several steps in Delphi to achieve the same result. Review collected by and hosted on G2.com.

Show More

12/11/2025
Current UserValidated ReviewerSource: Organic

 ![Egg G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Egg G.")
EG

Egg G.

Sales Manager

Small-Business (50 or fewer emp.)

6/15/2026

"Salesforce Integration That Saves Time"

4.5/5

What do you like best about Revenue Grid?

Integration with salesforce to reduce time. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

There is no UI or reports available through revenue grid. Review collected by and hosted on G2.com.

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

entry time when creating or updating accounts and opportunities. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

 ![Auston D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Auston D.")
AD

Auston D.

College Advisor

Enterprise (\> 1000 emp.)

10/24/2025

"Excellent Product and Customer Service"

5/5

What do you like best about Revenue Grid?

Revenue Grid has been an integral tool for our sales team to quickly sync Contacts, Emails and Opportunities into our Salesforce environment. It has been a flexible alternative to EAC and has helped our adoption process across the board. On top of that, their sales and support team has been extremely attentive to our needs. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Some changes require RG support to apply, but they have been quick to respond when these situations arise. Review collected by and hosted on G2.com.

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

As a SFDC admin, RG has helped our sales and support teams adopt to our CRM environment. It has been very flexible compared to our understanding of EAC. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Brandon H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandon H.")
BH

Brandon H.

Sales

Mid-Market (51-1000 emp.)

10/28/2025

"Convenient Outlook Integration, But Lacks Some Salesforce Features"

5/5

What do you like best about Revenue Grid?

That I don't have to get online and go to Salesforce...........that I can just do everything right there in outlook Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

It is not as friendly as I would like sometimes. There are things that you just can't do in RG that you can in SF and it makes it frustrating sometimes trying to find exactly how to make changes. Review collected by and hosted on G2.com.

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

It saves me time of not having to ensure contacts are in place because it finds those for me. Therefore I have more contacts now because of RG. I also save time loading and updating SF because of RG. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education")
AH

Verified User in Higher Education

Enterprise (\> 1000 emp.)

10/29/2025

"Flexible Solution with Outstanding Support—Perfect for Unique Salesforce Setups"

5/5

What do you like best about Revenue Grid?

I've really appreciated how flexible the solution is so that we can achieve our goals. Our Salesforce set up is unique and Revenue Grid met us where we were and helped us get things working the way we expected them to work with relative ease. Their support team has been invaluable to us and have helped us along the way any time we ran into issue and have been very accommodating to us! Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Overall, Revenue Grid is a really great product and I don't have any issues or dislikes with the platform considering our use case of it. It does what we expect it to do and we've not run into any major issues that couldn't be worked through in some way. Review collected by and hosted on G2.com.

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

Speed to input data from email into Salesforce to track activities. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

## Questions about Revenue Grid? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about Revenue Grid
](https://www.g2.com/products/revenue-grid/discussions/new)

GU

Guest User

What is Revenue Grid used for?

0 Upvotes

0

[
Join the conversation
](https://www.g2.com/discussions/what-is-revenue-grid-used-for)

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G2

Verified User
•
Last activity almost 4 years ago

Can SmartCloud Connect integrate with other business systems apart from Salesforce?

1 Upvote

2

[
Join the conversation
](https://www.g2.com/discussions/ingegrations)

[
View all Discussions
](https://www.g2.com/products/revenue-grid/discuss)

## Pricing Options

Pricing provided by Revenue Grid.

### Activity Capture 360

$30.00

1 Seat Per Month

### Knowledge Capture

$49.00

1 Seats Per Month

### Revenue Grid Ultimate

$149.00

1 Seat Per Month

[
View More Pricing Information
](https://www.g2.com/products/revenue-grid/pricing)

Revenue Grid Comparisons

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##### 
##### Revenue Grid Features

Analytics

Open Rates

Link Activity

Attachment Activity

Customizations

Email Platform Integration

Email Scheduling

Real-Time Notifications

Integrated Workflows

Task Management

Email Tracking/Automation

Other Outreach Options 

Repeatability and Reportability

Content Management

Workflow Management

Workflow Performance

[
View More Features
](https://www.g2.com/products/revenue-grid/features)

## Top-Rated Alternatives

[

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4.3/5(3,574)

](https://www.g2.com/products/outreach/reviews)

[

 ![Clari](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Clari")

Clari

4.6/5(5,610)

](https://www.g2.com/products/clari/reviews)

[

 ![Cirrus Insight](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cirrus Insight")

Cirrus Insight

4.2/5(1,510)

](https://www.g2.com/products/cirrus-insight/reviews)

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##### Categories on G2

[AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant)[Sales Engagement](https://www.g2.com/categories/sales-engagement)[Business Scheduling](https://www.g2.com/categories/business-scheduling)

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