--- 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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GW

Gemma W.

Snr Sales Governance Manager

Mid-Market (51-1000 emp.)

10/17/2025

"Quick and Easy User Setup"

5/5

What do you like best about Revenue Grid?

Quick and easy process to setup new users and really good support from the RG support team Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Revenue Grid app can sometimes be slow to open from outlook Review collected by and hosted on G2.com.

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

It's saving our sales people time in syncing emails to records within Salesforce Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

 ![Anna S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anna S.")
AS

Anna S.

Owner of Law Firm

Small-Business (50 or fewer emp.)

11/5/2025

"Effortless to Use with Outstanding Customer Service"

5/5

What do you like best about Revenue Grid?

Revenue Grid has easy customer service and easy usage. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Revenue Grid's billing structure could be improved, for example, monthly billing could be offered. Review collected by and hosted on G2.com.

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

We are able to sync our calendars well. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

MH

Meredith H.

Director of Customer Success

Small-Business (50 or fewer emp.)

10/21/2025

"Effortless Email Transfers to Salesforce—No Complaints!"

5/5

What do you like best about Revenue Grid?

The ease of how emails are transfered to Salesforce. It is easy, quick, and instant. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

There is nothing I dislike about Revenue Grid. Review collected by and hosted on G2.com.

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

Revenue Grid helps save my Outlook emails over to Salesforce for good record keeping. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

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

Verified User in Consulting

Enterprise (\> 1000 emp.)

10/20/2025

"Excellent Customer Service and Seamless Outlook-CRM Integration"

4/5

What do you like best about Revenue Grid?

Their customer service team and time saving functionality between Outlook and CRM. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

The ability for customization is great, but it requires a lot of upkeep, support, and change management. Review collected by and hosted on G2.com.

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

Revenue Grid saves our go-to-market team members countless hours of manual data entry, driving complete records Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

TG

Troy G.

Senior Property Strategist

Mid-Market (51-1000 emp.)

7/20/2023

"Revenue Grid: A Must-Have Tool for Staying on Top of Deals"

5/5

What do you like best about Revenue Grid?

Revenue Grid has been awesome for me!

Being able to quickly link emails to deals is such a simple feature/process, but it makes a huge difference to my sanity.

I can now always see exactly where things are at with my clients, which makes life heaps easier to therefore help me provide a better experience for them.

It’s one of those tools that just works and lets me focus on what really matters - thank-you! Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Nothing comes to mind - it 'just works' like Apple products!😊 Review collected by and hosted on G2.com.

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

Revenue Grid has solved a big challenge/issue for me by helping me easily link email's I send clients to Salesforce deals.

This makes it really easy to know exactly where we stand with each client and helps us move forward quickly and efficiently. Review collected by and hosted on G2.com.

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11/24/2024
Current UserValidated ReviewerSource: Organic

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

Verified User in Insurance

Mid-Market (51-1000 emp.)

10/24/2025

"Impressive Experience—Absolutely Love It!"

5/5

What do you like best about Revenue Grid?

I love being able to save all the emails into Salesforce, really useful Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

It sometimes doesn't work well, emails aren't tracked Review collected by and hosted on G2.com.

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

Having all emails tracked within one page in salesforce Review collected by and hosted on G2.com.

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10/31/2025
Validated ReviewerSource: Organic

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

Verified User in Computer Software

Small-Business (50 or fewer emp.)

4/8/2025

"Excellent Product and Staff!"

4.5/5

What do you like best about Revenue Grid?

The staff are amazing and the product works as designed. Implementation was quick with no real assistance needed to configure for both tools. It's easy to use and gives me the feedback I need to get the message out to our prospects and clients as needed. Works flawlessly with Salesforce. The price is well worth it too (which was considerably lower than the competition)!! Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

The out-of-the-box analytics are simplistic, so I find myself using Excel when more depth is needed. Review collected by and hosted on G2.com.

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

Needed to do mass email sequencing and scheduling for lead generation and customer notifications. Review collected by and hosted on G2.com.

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Response from Jessica Mazariegos of Revenue Grid

[Editedit](https://www.g2.com/survey_responses/revenue-grid-review-11028819/official_response/edit)

Thank you for the kind words and for putting your trust in Revenue Grid! We’re thrilled that both the product and our team have made an impact. Your feedback about analytics is 100% noted—we're constantly evolving, and comments like yours help us build even better tools. You're the reason we do what we do!

Current UserValidated ReviewerSource: Organic

JC

Jason C.

Admissions Manager

Small-Business (50 or fewer emp.)

4/3/2023

"Convenient tool that helps streamline my team's touchpoints with customers"

5/5

What do you like best about Revenue Grid?

Very simple and intuitive, there is no additional work or steps involved once set up.

Love the integration and visibility it provides, allowing my team to stay synchronised with our customers.

Updated Sep 2024 - the integrations work so well, and has become an integral part of our workflow. Contacts, events, and emails are all synchronized perfectly and we have come to rely on this functionality. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Can be a little tricky to set up for new staff who are not very IT literate, but once installed it makes their life so much easier! Would be nice to have fewer steps to install & link Revenue Grid.

Updated Sep 2024 - occasionally the sync needs restarting on one of our users Review collected by and hosted on G2.com.

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

Streamlining the customer experience, when dealing with multiple employees. We had issues with different people making overlapping emails & calls, and setting up appointments due to not being able to see what others had been communicating to the customer. Revenue Grid now allows my team to track, monitor, and respond appropriately as one fully synchronised team. Review collected by and hosted on G2.com.

Show More

9/30/2024
Current UserValidated ReviewerSource: Organic

 ![Peter W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Peter W.")
PW

Peter W.

Business Development Manager

Small-Business (50 or fewer emp.)

7/26/2020

"Revenue Grid just makes your life easier, you can focus on what you need."

5/5

What do you like best about Revenue Grid?

With revenue grid you have the possibility to auto-log emails, events to salesforce, no need to bcc, use a sidebar app, etc. This just makes life easy. In case I want to log something to an opportunity, I can use the outlook sidebar which provides an easy selection. The outlook side bar provides more possibilities then the native salesforce sidebar. With the side bar it is also easy to add new contacts to your accounts, who are in cc of an e-mail, or change the status of leads / opportunities right from the side bar. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Getting to the prewritten scripts, and using them is not so inuitive as other parts of the product. You can get it done, but you need to make sure your setup is perfect otherwise here you will be using more thime then necessary. Review collected by and hosted on G2.com.

Recommendations to others considering Revenue Grid:

I suggest to choose revenue grid in case you value time against the annual fee.

It will save more time then the actual cost of the system.

Implementation is easy.

Managment will have a better insight of what is happening at your customer. Review collected by and hosted on G2.com.

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

Our main benefits is the automatic logging of e-mails and events to leads / accounts /contacts / opportunities.

We also use it to make quick status changes from the outlook side bar so we have everything upto date.

Follow up tasks are usually created from the side bar also, as the system helps to create them with couple of clicks. Review collected by and hosted on G2.com.

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9/27/2024
Current UserValidated ReviewerIncentivizedSource: Seller invite

GC

Guillermo C.

Director of Partnerships

Mid-Market (51-1000 emp.)

11/20/2024

"Revenue Grid makes it so simple to track your prospecting emails and sync up events with our CRM."

5/5

What do you like best about Revenue Grid?

The best part about Revenue Grid is that it helps save time by integrating with Sales Force, allowing you to add contacts, events, and accounts directly from Outlook. Once it is set up, it is very easy to use. You will not want to work without it again. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

There is not anything to dislike. It does the job it is designed for perfectly. Review collected by and hosted on G2.com.

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

It solves an efficiency problem for me, allowing me to focus more on outreach and follow ups. I am able to track emails and events directly from my outlook without having to go back to Sales Force. 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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](https://www.g2.com/products/outreach/reviews)

[

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4.6/5(5,610)

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

[

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

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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)

[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)[Sales Analytics](https://www.g2.com/categories/sales-analytics)[Email Tracking](https://www.g2.com/categories/email-tracking)[Sales Performance Management](https://www.g2.com/categories/sales-performance-management)[Revenue Operations & Intelligence (RO&I)](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)

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