Revenue Grid Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the ease of use of Revenue Grid, appreciating its flexibility and efficient features for seamless integration. (41 mentions)

Users value the seamless Salesforce integration of Revenue Grid, enhancing visibility and simplifying the documentation process. (37 mentions)

Users appreciate the seamless integration of Revenue Grid with Salesforce and Outlook, enhancing their workflow and documentation efficiency. (34 mentions)

Users praise the easy usage of Revenue Grid, highlighting its seamless integration and straightforward setup for efficiency. (29 mentions)

Users value the invaluable customer support from Revenue Grid, ensuring smooth operation and assistance with unique setups. (26 mentions)

Users find the missing features in Revenue Grid limiting, wishing for improved lead management and email handling functionality. (8 mentions)

Users experience technical issues during setup, requiring troubleshooting and support before the system stabilizes. (7 mentions)

Users face a steep learning curve with Revenue Grid's advanced features, requiring time and support to master. (6 mentions)

Users find the CSV template rigidity and limited search options in Revenue Grid restrict their overall experience and efficiency. (6 mentions)

Users experience slow loading times for the sidebar and add-on, causing occasional frustration during their workflow. (6 mentions)

5 Pros or Advantages of Revenue Grid

1. Ease of Use

Users value the ease of use of Revenue Grid, appreciating its flexibility and efficient features for seamless integration.

See 41 mentions

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백

백민정(MJ Baek) .

Small-Business (50 or fewer emp.)

5.0/5

"Effortless Automation That Saves Time and Boosts Accuracy"

What do you like 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 t

Jansen M.

Mid-Market (51-1000 emp.)

5.0/5

"Exceptional Support and Productivity-Boosting Automation"

What do you like about Revenue Grid?

Revenue Grid has consistently provided exceptional support. Whenever we submit a support ticket, the team responds quickly and takes immediate action.

2. Salesforce Integration

Users value the seamless Salesforce integration of Revenue Grid, enhancing visibility and simplifying the documentation process.

See 37 mentions

See Related User Reviews

Jennifer V.

Mid-Market (51-1000 emp.)

5.0/5

"Expanded Email Sync That Boosts Salesforce Visibility"

What do you like about Revenue Grid?

The expanded functionality beyond standard email sync, especially features like Time Slots and multi-opportunity logging. Our sales team really values

Rob S.

Small-Business (50 or fewer emp.)

4.5/5

"Seamless Outlook-Salesforce Integration with Excellent Email Capture"

What do you like about Revenue Grid?

Excellent tool to connect outlook with salesforce! We used primarily for email capture, but they also [provide other cool functionality to create cas

3. Integrations

Users appreciate the seamless integration of Revenue Grid with Salesforce and Outlook, enhancing their workflow and documentation efficiency.

See 34 mentions

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Verified User

Mid-Market (51-1000 emp.)

5.0/5

"We are satisfied of RG"

What do you like about Revenue Grid?

Ease of integration—honestly, we only needed a few hours to get it integrated.

백

백민정(MJ Baek) .

Small-Business (50 or fewer emp.)

5.0/5

"Effortless Automation That Saves Time and Boosts Accuracy"

What do you like 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 t

4. Helpful

Users praise the easy usage of Revenue Grid, highlighting its seamless integration and straightforward setup for efficiency.

See 29 mentions

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Jansen M.

Mid-Market (51-1000 emp.)

5.0/5

"Exceptional Support and Productivity-Boosting Automation"

What do you like about Revenue Grid?

Revenue Grid has consistently provided exceptional support. Whenever we submit a support ticket, the team responds quickly and takes immediate action.

Andre M.

Small-Business (50 or fewer emp.)

4.5/5

"AI Insights and Seamless Integrations Drive Productivity"

What do you like 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

5. Customer Support

Users value the invaluable customer support from Revenue Grid, ensuring smooth operation and assistance with unique setups.

See 26 mentions

See Related User Reviews

Jansen M.

Mid-Market (51-1000 emp.)

5.0/5

"Exceptional Support and Productivity-Boosting Automation"

What do you like about Revenue Grid?

Revenue Grid has consistently provided exceptional support. Whenever we submit a support ticket, the team responds quickly and takes immediate action.

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Great Activity Logging, But Outlook Connection Needs Improvement"

What do you like 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

5 Cons or Disadvantages of Revenue Grid

1. Missing Features

Users find the missing features in Revenue Grid limiting, wishing for improved lead management and email handling functionality.

See 8 mentions

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Kathleen C.

Small-Business (50 or fewer emp.)

5.0/5

"Effortless Contact Management and Seamless Integration"

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 Supe

Regan H.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Lead Management with Seamless Google Integration"

What do you dislike about Revenue Grid?

That you have to add the State to all leads before saving

2. Technical Issues

Users experience technical issues during setup, requiring troubleshooting and support before the system stabilizes.

See 7 mentions

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Jennifer V.

Mid-Market (51-1000 emp.)

5.0/5

"Expanded Email Sync That Boosts Salesforce Visibility"

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 coordinati

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Solid integration between Outlook and Salesforce"

What do you dislike about Revenue Grid?

Occassionally there are sync errors but the team work with us to resolve these.

3. Learning Curve

Users face a steep learning curve with Revenue Grid's advanced features, requiring time and support to master.

See 6 mentions

See Related User Reviews

Jennifer V.

Mid-Market (51-1000 emp.)

5.0/5

"Expanded Email Sync That Boosts Salesforce Visibility"

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 coordinati

Andre M.

Small-Business (50 or fewer emp.)

4.5/5

"AI Insights and Seamless Integrations Drive Productivity"

What do you dislike about Revenue Grid?

It has a deep learning curve due to highly advanced features that can be hard to understand.

4. Limitations

Users find the CSV template rigidity and limited search options in Revenue Grid restrict their overall experience and efficiency.

See 6 mentions

See Related User Reviews

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Solid integration between Outlook and Salesforce"

What do you dislike about Revenue Grid?

Occassionally there are sync errors but the team work with us to resolve these.

Monica G.

Small-Business (50 or fewer emp.)

5.0/5

"Excellent Tool"

What do you dislike about Revenue Grid?

That the CSV template is rigid, and I have to customize/change column names on my csv file to match the RG template.

5. Slow Loading

Users experience slow loading times for the sidebar and add-on, causing occasional frustration during their workflow.

See 6 mentions

See Related User Reviews

Spencer B.

Small-Business (50 or fewer emp.)

5.0/5

"Effortless Email Logging and Task Management with Revenue Grid"

What do you dislike about Revenue Grid?

Sometimes the plugin won't load and I need to restart Outlook, but perhaps that's an Outlook issue

Evan A.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Contact Management for Salesforce"

What do you dislike about Revenue Grid?

A lot of the times I have to reload the chrome add on, would be better if it was just always there

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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.

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.

Michael D.

Head of HR & Operations

Small-Business (50 or fewer emp.)

10/16/2025

"Efficient Communication Tool with Excellent Support and Easy Setup"

5/5

What do you like best about Revenue Grid?

The product works flawlessly and helps us streamline our communication documentation. We had it setup and working within a few hours. THe support team is very knowledgeable and fast in their responses.

We are using RG every day - 10/10 would recommend! Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

At first the admin panel can be a little messy, but after a quick explanation, it get'S easier to navigate. Review collected by and hosted on G2.com.

Monica G.

Sales Executive

Small-Business (50 or fewer emp.)

10/31/2025

"Excellent Tool"

5/5

What do you like best about Revenue Grid?

I like that I can import a CSV file that contains all contact information to easily create a sequence for a mass email project. It's easy to use and learn and the customer service team is incredibly helpful. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

That the CSV template is rigid, and I have to customize/change column names on my csv file to match the RG template. Review collected by and hosted on G2.com.

Stephen R.

Small-Business (50 or fewer emp.)

10/31/2025

"Streamlines Sales with Powerful Integrations—Worth the Initial Learning Curve"

5/5

What do you like best about Revenue Grid?

The most helpful aspect of Revenue Grid software is its ability to streamline sales processes through seamless integrations with Salesforce and Outlook. It helps producers by providing real-time data and insights for forecasting, while also automating repetitive tasks like activity logging, which frees up producers to focus on selling. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

It takes awhile to get the hang of it but once you do, it is very easy to use. Review collected by and hosted on G2.com.

Michael K.

Home Concierge and Director of Vendor relations

Small-Business (50 or fewer emp.)

10/20/2025

"Couldn't imagine my workflow without it"

5/5

What do you like best about Revenue Grid?

The ease and convenience of having Salesforce access from the Google desktop is amazing. I'm not sure how much time I've saved in clicks and navigation of tabs, but I'm confident it's measurable. Customer support has always been on point when needed. I use RG multiple times daily, and it's a godsend. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Sometimes, the delay once "save" is selected can feel excessive. Review collected by and hosted on G2.com.

Rob S.

Managing Partner

Small-Business (50 or fewer emp.)

12/4/2025

"Seamless Outlook-Salesforce Integration with Excellent Email Capture"

4.5/5

What do you like best about Revenue Grid?

Excellent tool to connect outlook with salesforce! We used primarily for email capture, but they also [provide other cool functionality to create cases, add prospects and schedule meetings with the tool. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

scheduling feature is a bonus, doesnt more, but doesnt have integration with SF good enough for automation. email capture was great - developers helped us build out functionality. Review collected by and hosted on G2.com.

Verified User in Renewables & Environment

Mid-Market (51-1000 emp.)

12/3/2025

"We are satisfied of RG"

5/5

What do you like best about Revenue Grid?

Ease of integration—honestly, we only needed a few hours to get it integrated. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

I don’t have any particular topic to mention here. Review collected by and hosted on G2.com.

Liz M.

Senior Manager

Mid-Market (51-1000 emp.)

11/10/2025

"Effortless Communication Tracking with Revenue Grid"

5/5

What do you like best about Revenue Grid?

I really appreciate Revenue Grid because it allows to track valuable communication between our organizations and the districts that we work with. Ensuring that communication is tracked. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

I don't have any complaints! Thank you!! Review collected by and hosted on G2.com.