--- 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 **Vendor:** Revenue Grid **Category:** [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) **Average Rating:** 4.6/5.0 **Total Reviews:** 585 ## About Revenue Grid 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. ## Revenue Grid Pros & Cons **What users like:** - Users appreciate the **ease of use** of Revenue Grid, highlighting its seamless integration and straightforward setup. (41 reviews) - Users value the **seamless Salesforce integration** of Revenue Grid, enabling efficient workflow directly within Outlook. (37 reviews) - Users value the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing efficiency and data management. (34 reviews) - Users appreciate the **exceptional support** from Revenue Grid, consistently receiving prompt and effective assistance across high ticket volumes. (29 reviews) - Users praise the **attentive customer support** of Revenue Grid, enhancing their overall experience with the product. (26 reviews) - CRM Integration (21 reviews) - Easy Integrations (16 reviews) - Users value the **time-saving integration** of Revenue Grid with Salesforce, simplifying tasks and enhancing productivity. (16 reviews) - Easy Setup (13 reviews) - Email Tracking (13 reviews) **What users dislike:** - Users are disappointed by the **missing features** in Revenue Grid, like lack of app compatibility and intuitive integration. (8 reviews) - Users face **technical issues** during setup and occasional glitches, causing frustration in initial usage of Revenue Grid. (7 reviews) - Users face a **slight learning curve** with Revenue Grid, requiring time and support for effective initial setup. (6 reviews) - Users find the **CSV template rigidity** and limited search options in Revenue Grid restrict their overall experience and efficiency. (6 reviews) - Users experience **slow loading** times with Revenue Grid, occasionally requiring a restart of Outlook for functionality. (6 reviews) - Users report occasional **software issues** like crashes and email tracking failures, requiring frequent reloading of the Chrome add-on. (6 reviews) - Users face **integration issues** with Salesforce that hinder automation and require careful configuration for effective contact management. (5 reviews) - Software Bugs (5 reviews) - Limited Features (4 reviews) - Poor Customer Support (4 reviews) ## Revenue Grid Reviews ### 1. Super helpful and easy to assimilate into your business **Rating:** 5.0/5.0 stars **Reviewed by:** Rod S. | Owner/Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Revenue Grid?** The ease of use in connecting SalesForce to Outlook for a one-person shop is great. They did all the work and I've had no issues for several years. **What do you dislike about Revenue Grid?** No issues as the team is quick to answer any questions. **What problems is Revenue Grid solving and how is that benefiting you?** Scheduling **Official Response from Yana Petrenko:** > Dear Rod, Thank you for the positive feedback! We're happy to hear that Revenue Grid has been easy to use and beneficial for your business. Our team is always here to support you with any questions or issues you may have. Thank you for choosing Revenue Grid! Best, Yana from Revenue Grid ### 2. great synchronisation and scheduling assistant... and possibly more **Rating:** 5.0/5.0 stars **Reviewed by:** Jean-Michel S. | DIrecteur General, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Revenue Grid?** communication synchronization with all the attachments, meeting scheduling **What do you dislike about Revenue Grid?** cannot schedule Teams® meeting in one go **What problems is Revenue Grid solving and how is that benefiting you?** solves the delay in scheduling a conversation with a prospect. It addressed the patchy documentation of contracts which previously required to manually upload support documents. ### 3. Improve your work day focus **Rating:** 3.5/5.0 stars **Reviewed by:** Joe F. | National Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Revenue Grid?** Once contacts are brought in and assigned to a Sequence, RevenueGrid helps to keep on task and get the desired results. **What do you dislike about Revenue Grid?** Importing contacts from Salesforce can be a bit difficult at first. But, when the report from Salesforce is configured with the correct fields for RevenueGrid to pull the right contacts, it works fairly well. **What problems is Revenue Grid solving and how is that benefiting you?** RevenueGrid makes it easy to stay on task and get stay focused throughout the day. ### 4. Great tool, easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan O. | Manager - Business Development , Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Revenue Grid?** The integration with Salesforce and ease of use **What do you dislike about Revenue Grid?** Sometimes the click and opens are incorrect, but nothing crazy **What problems is Revenue Grid solving and how is that benefiting you?** Setting up more meetings and staying engaged with prospects ### 5. One stop shop to make your day to day simpler **Rating:** 4.5/5.0 stars **Reviewed by:** Karen H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Revenue Grid?** As an organisational tool, Revenue Grid has been invaluable for my day. To be able to schedule my emails, responses and general send-outs for the full month ahead, along with providing an overview of the status of each client saves so much time (and brain space!). Would recommend for anyone in Business Development. **What do you dislike about Revenue Grid?** Like with any software, some kinks need ironing out. A couple of times a client response hasn´t been recorded, but the team at Revenue Grid were extremely responsive and keen to fix any issues immediately. **What problems is Revenue Grid solving and how is that benefiting you?** Filtering out responsive clients, making sure I don´t step toes of people in the contemplation stage. **Official Response from Yana Petrenko:** > Dear Karen, Thanks for the great review! We're thrilled Revenue Grid is simplifying your day and helping you prioritize your most important clients. We appreciate your understanding regarding the occasional issues and are happy to hear our team was responsive. We're committed to making Revenue Grid even better for you! Best, Yana from Revenue Grid ### 6. Great product with all the functionality we need! Also very easy to implement **Rating:** 5.0/5.0 stars **Reviewed by:** Will J. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Revenue Grid?** The product is very user friendly and we have found that our users have been able to adopt the functionality quickly **What do you dislike about Revenue Grid?** Nothing that I can really think of. There was no native checkbox that determined if the activity created was done from Salesforce or from Revenue Grid. We had to build that ourselves **What problems is Revenue Grid solving and how is that benefiting you?** Most of our Sales users have Partner Licenses, Revenue Grid is compatible with Partner Licenses Users can create Events in their Outlook calendar which will then be created in their Salesforce. This is a massive time saver! ### 7. Quick technical support response. **Rating:** 5.0/5.0 stars **Reviewed by:** Jason Z. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2023 **What do you like best about Revenue Grid?** Quick support response and great care of customers. **What do you dislike about Revenue Grid?** Technical knowledge for deep troubleshooting. **What problems is Revenue Grid solving and how is that benefiting you?** To setup sync with Microsoft Teams. ### 8. Three in One Tool for Syncing, Booking and Saving Emails to Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Revenue Grid?** A great tool for seamless syncs. The support is top-notch, and assistance is quick when issues arise. We use it daily, and it's the only tool on the market that combines three solutions into one product. It can sync Outlook to Salesforce calendars, facilitate bookings via BookMe, and sync clients/save emails to Salesforce. Additionally, it allows syncing of your templates as well! **What do you dislike about Revenue Grid?** When passwords change, the syncs tend to break, requiring manual updates by the user. Another limitation is that syncs can only occur through Outlook. **What problems is Revenue Grid solving and how is that benefiting you?** Seamless synchronization between our Outlook and Salesforce activities/calendars significantly boosts our team's efficiency. By ensuring consistent and up-to-date information across both platforms, we save time and minimize errors. This integration streamlines our workflow, allowing us to focus on delivering value to our clients without getting bogged down in administrative tasks. ### 9. Great Customer Support **Rating:** 4.0/5.0 stars **Reviewed by:** Alyssa S. | VP, WMP Hybrid Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Revenue Grid?** The customer support was great. Eugene was very responsive and helpful. **What do you dislike about Revenue Grid?** The feed sometimes would break and cause an issue with synching data. **What problems is Revenue Grid solving and how is that benefiting you?** It helped track well, we didn't use all tools available. ### 10. Convenient Multipurpose Work Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Winston T. | Real Estate Salesperson, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** The upsides to revenue grid is the logging of tasks simultaneously as I work on them. The ability to access account information right there when i need is beyond helpful. **What do you dislike about Revenue Grid?** There are honestly not a lot of things to dislike about Revenue Grid. Syncing up information with salesforce sometimes fails but not really on a scale where it is disruptive. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid is solving the going back and forth between email and salesforce problem. This may sound very minimal, but when in action this is one of the most efficient and time saving tools there is. ### 11. Loyal customer since 2020 and I simply love Revenue Grid! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Revenue Grid?** It just works! I needed a solution to log all my emails to my Contacts etc. in Salesforce. The wholes 360 view of my business. They were it! **What do you dislike about Revenue Grid?** None to date. Product works brilliantly. **What problems is Revenue Grid solving and how is that benefiting you?** Best email integration tool to Salesforce that I have seen. ### 12. Convenient for SF and Gmail **Rating:** 5.0/5.0 stars **Reviewed by:** Nikko L. | Senior Sales Rep and Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Revenue Grid?** Very convenient to access and upload/download info from Gmail suite. It uploads any necessary info into our salesforce account from Gmail, and I can even edit any needed information straight from there. Saves time and a lot of navigating around. Plus it pulls in any data from the previous couple of days so nothing is missed. **What do you dislike about Revenue Grid?** Downside would only be having to go through and back edit any info that was not uploaded correctly- BUT you should also be able to do that right on the extension if needed. Some of the directions were hard to follow at first or the errors didnt make sense but that has since been cleared up 90%. **What problems is Revenue Grid solving and how is that benefiting you?** Connects our Gmail accounts straight into Salesforce with the contact information vital to my main business. Saves time and energy clicking around and entering information from several places. With over 4 data resources, it has helped stay organized and kept all my emails recorded and information stored even without manually having to enter everything. ### 13. The perfect sidekick **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2024 **What do you like best about Revenue Grid?** I often use the "Book me" feature. This way I can send a link to my customers, who can then schedule an appointment directly to my calender, and the customers own calendar. This saves a lot of hassle and back and forth to find a time that suits us both. **What do you dislike about Revenue Grid?** To save an email to a Salesforce lead etc. can take some time. **What problems is Revenue Grid solving and how is that benefiting you?** Ease of use with booking meetings with customers, on the customers terms. Saving important emails on a sales case. ### 14. Great product that will help your teams operate more effectively **Rating:** 4.0/5.0 stars **Reviewed by:** Bruce S. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2023 **What do you like best about Revenue Grid?** The sequencing feature is very useful and ties directly to salesforce for a simplifed process. **What do you dislike about Revenue Grid?** The training could be structured a little differently to follow a more predetermined path. Cheat sheets would be very helpful to hand out to the reps as well with simple shortcuts for the different products that you have (sequences, signals etc). Instead of running right into the meat of the training it would be helpful for the trainer to 1st give a high level overview of the screen and what we are looking at. Also, the trainers should understand our business a little better and what the roles are of the individuals on the training so it can help them on;ly show this that pertain to them. **What problems is Revenue Grid solving and how is that benefiting you?** Simplifying our outreach, and tracking the results to see if our marketing campaigns are working. Providing easy-to-use tools to simplify the process for my team ### 15. Revenue Grid Review **Rating:** 5.0/5.0 stars **Reviewed by:** Mark D. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Ability to track leads easily right through Outlook. A truly excellent tool. **What do you dislike about Revenue Grid?** Good software overall. No major issues or problems. Works as it should. **What problems is Revenue Grid solving and how is that benefiting you?** The main benefit is linking right from Outlook to our CRM. ### 16. Revenue Grid makes prospecting easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2024 **What do you like best about Revenue Grid?** One of the reasons I enjoy using Revenue Grid within Salesforce is how much easier it makes the automation process of prospecting. Instead of a lengthy process in Word using a mail merge, with just a few minutes' time, you duplicate your efforts thousands of times. It speeds up the process and slowly sends the emails out in a natural cadence. **What do you dislike about Revenue Grid?** I have experienced small issues with the sequencing process. It's not always easy and clear how to set up a new sequence and set the day on which it goes out (avoiding weekends). **What problems is Revenue Grid solving and how is that benefiting you?** Streamlined Prospecting: It definitely speeds up the prospecting process by sending out hundreds of personalized emails at the moment you want them sent out. Improved Sales Performance Tracking: It allows me to help touch more clients, improving my total sales. goals Integration with Salesforce: The integration in Salesforce makes it easy for me to pull my lists and run certain campaigns. Focusing specifically on the target market of my choice. Overall, Revenue Grid's solutions help sales reps with common challenges in prospecting, leading to increased efficiency, effectiveness, and, ultimately, higher sales revenue. ### 17. Keeps me on top of my opportunities and activities **Rating:** 5.0/5.0 stars **Reviewed by:** Donald L. | Business Automation Executive, Enterprise (> 1000 emp.) **Reviewed Date:** April 19, 2024 **What do you like best about Revenue Grid?** Easy tracking of appointments from Outlook to Salesforce for me **What do you dislike about Revenue Grid?** I don't really have any downsides to using this product at all I utlilize it daily. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid keeps my calendar and appointments in sync so I always know my activity and can easily look up in Salesforce. **Official Response from Yana Petrenko:** > Dear Donald, It's great to hear that Revenue Grid is allowing you to easily track your activity and access information in Salesforce. We're happy to be able to provide this benefit to you. Best, Yana from Revenue Grid ### 18. Great event coordinator **Rating:** 5.0/5.0 stars **Reviewed by:** Ramon P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about Revenue Grid?** Shared calendars are very useful for scheduling appointments between multiple teams and our clients. The integration with Sales and Outlook is great to have access to these platforms from one software. Customer support is very helpful. **What do you dislike about Revenue Grid?** At the moment, I don't have any issues with Revenue Grid. **What problems is Revenue Grid solving and how is that benefiting you?** Scheduling meetings is very easy with Revenue Grid. I just need to send our clients a link and schedule the event in the group calendar. I can have quick access to Outlook emails and send information to our customers. The integraion with Salesforce to track leads is also very useful. Revenue Grid has been an essential tool to have a proper communication flow between us and with our clients. **Official Response from Yana Petrenko:** > Dear Ramon, We're thrilled to hear that Revenue Grid has been an essential tool for improving communication flow between your teams and clients. We appreciate your feedback and look forward to continuing to support your business needs. Best, Yana from Revenue Grid ### 19. Best part is it works everytime. **Rating:** 5.0/5.0 stars **Reviewed by:** Donna B. | Senior Sales Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Revenue Grid?** It is easy to locate the account or contact in Delphi to connect the email to. **What do you dislike about Revenue Grid?** More details on what you can do would be helpfull. **What problems is Revenue Grid solving and how is that benefiting you?** It is always available for linking email to Delphi. Previous service was always disconnecting from Delphi. ### 20. Simplify tracking activity in Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Todd S. | Manager - ProductivityNOW Solution, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Revenue Grid?** Simplifies the logging of activities in Salesforce **What do you dislike about Revenue Grid?** It is sometimes slow to respond to syncing with Salesforce **What problems is Revenue Grid solving and how is that benefiting you?** we do not have to log our meetings or emails from outlook into Salesforce manually **Official Response from Yana Petrenko:** > Dear Todd, Thank you for sharing your feedback. We understand the importance of efficient syncing with Salesforce and are actively working on optimizing our system to improve response time. We are committed to providing you with the best possible experience! Best, Yana from Revenue Grid ### 21. Easy to use and cost effective! **Rating:** 5.0/5.0 stars **Reviewed by:** Kara N. | Vice President, TN Account Development, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2024 **What do you like best about Revenue Grid?** Our account rep (Eugene) and techical support (Daryna) are so easy to work with. They show up quickly for us and actively look for ways to add value. The system is easy to use, integrates with our unique Salesforce licenses and is easy for adoption/implementation. **What do you dislike about Revenue Grid?** costs extra money but it's definitely worth the investment! **What problems is Revenue Grid solving and how is that benefiting you?** Efficiency to book meetings faster **Official Response from Yana Petrenko:** > Dear Kara, We appreciate your feedback and are committed to ensuring Revenue Grid continues to be a valuable investment for your team. Best regards, Yana from Revenue Grid ### 22. Fast, easy integration for your essential online sales tools! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2023 **What do you like best about Revenue Grid?** This product seamlessly integrates with your email platform (we use MS Outlook) and also with your sales CRM (we use Salesforce) - you can save valuable time when receiving an email by connecting directly to records in your CRM - OR by being able to quickly and easily create a new object such as a Lead or Account and associating it with other objects (if any are already defined) within the CRM. This allows you to see at a glance information about the contact with whom you are exchanging email, talking on the phone, etc. Since email can be difficult to search, and associating email exchanges with customers in a shared CRM for your company can be essential to carrying on long-term relationships, especially when staff may change, the ability to enhance record-keeping can be vital to long-term success! **What do you dislike about Revenue Grid?** I haven't found a downside yet, but since I use it every minute of my working day, when I find any I will be sure to let you know! **What problems is Revenue Grid solving and how is that benefiting you?** The main problem being addressed is the essential integration of email & my company's shared CRM (Salesforce) - time / effort is saved by being able to quickly and easily find / view CRM objects for comparison / background information when responding to emails, and being able to associated emails received / sent with objects in the CRM mean crucial non-email based activity carried-on within the CRM is enriched with full data from associated emails. ### 23. Fast response in providing a solution to a production issue **Rating:** 5.0/5.0 stars **Reviewed by:** Ari P. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about Revenue Grid?** Revenue Grid integrates well with Salesforce and allows staff to utilise Salesforce features in Outlook, saving time and effort from the staff. Rather than having multiple systems open at the same time and forgetting or delaying the updates. The automatic updates to salesforce with the calendar events. **What do you dislike about Revenue Grid?** The group email accounts do not integrate seamlessly and require some extra effort from Revenue Grid to make those mailboxes work with Revenue Grid and Salesforce. **What problems is Revenue Grid solving and how is that benefiting you?** Ensuring that our emails and calendar events are recorded in Salesforce. **Official Response from Yana Petrenko:** > Dear Ari, Thank you for your positive feedback on Revenue Grid's integration with Salesforce. We apologize for the inconvenience with group email accounts and are actively working on enhancing this feature. We appreciate your input. Best, Yana from Revenue Grid ### 24. Very Helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Jake C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2024 **What do you like best about Revenue Grid?** Revenue Grid is extremely helpful in logging emails and communication with our customers. I highly recommend. **What do you dislike about Revenue Grid?** I cannot think of any current downsides to using this product. **What problems is Revenue Grid solving and how is that benefiting you?** Keeps track of emails that I send. **Official Response from Yana Petrenko:** > Dear Jake, Thank you for sharing your positive experience with Revenue Grid. We're thrilled to hear that it has been beneficial for keeping track of your emails. Best, Yana from Revenue Grid ### 25. Makes scheduling meetings for multiple teams super simple **Rating:** 5.0/5.0 stars **Reviewed by:** Bri H. | Senior Client Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2022 **What do you like best about Revenue Grid?** Our organization requires us to coordinate meetings with multiple teams, which makes scheduling complicated. Revenue Grid lets you add multiple team members to a shared calendar so the client only sees/can book meetings when everyone is available. **What do you dislike about Revenue Grid?** I wish we could change a shared calendar link after it's created. If you make a mistake, you need to start over and create a new shared calendar link. This only takes ~1 minute, but it's a bit inconvenient. **What problems is Revenue Grid solving and how is that benefiting you?** Streamlined scheduling of client meetings where multiple team members were involved. We've eliminated a ton of back-and-forth trying to coordinate times that fit everyone's schedules. ### 26. Pleasant experience using Revenue Grid **Rating:** 5.0/5.0 stars **Reviewed by:** Sudhakar Rao N. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2023 **What do you like best about Revenue Grid?** Implemetation and Integration with our company platform is seemless with alot of features and easy to use and the customer support is very flexible, we as a Sales and Service based company have to use Revenue Grid frequently. **What do you dislike about Revenue Grid?** I personally never noticed any downside to it as whenever I struck at somewhere I reach out to the Revenue Grid team and they always came back with a solution. **What problems is Revenue Grid solving and how is that benefiting you?** Ours is a Sales & Service based company so we always in the need of new Leads which we can get from the Revenue Grid and automating sending out mail to our prospects and many more. ### 27. Tracking emails and my entire sales cycle! **Rating:** 5.0/5.0 stars **Reviewed by:** Andy N. | Business Development Representative, Enterprise (> 1000 emp.) **Reviewed Date:** April 04, 2024 **What do you like best about Revenue Grid?** Takes away the manual steps I would have to do to sync my Outlook and Salesforce. Also allows me to track email opens. **What do you dislike about Revenue Grid?** I don't have any issues which I think are worth sharing. **What problems is Revenue Grid solving and how is that benefiting you?** Simplifying the process of syncing my Outlook Calendar and emails to Salesforce. **Official Response from Yana Petrenko:** > Dear Andy, Thank you for sharing your positive experience with Revenue Grid. We're happy to hear that it's saving you time and simplifying your workflow. Best, Yana from Revenue Grid ### 28. Perfect tool for the sales representantive! **Rating:** 5.0/5.0 stars **Reviewed by:** Stian Reppen P. | Account Manager, Building Materials, Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Revenue Grid?** The outlook application is perfect for my job, simplyfies my work day a lot. Would recomend this to everyone who is working in relations with costumers. **What do you dislike about Revenue Grid?** I don't have anything I don't like about Revenue Grid **What problems is Revenue Grid solving and how is that benefiting you?** Helps to add contacts in Salesforce in a very easy way, as well as saving documents and mails directly from Outlook to SF. ### 29. Helpful Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Madison D. | Programming Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Revenue Grid?** The Book Me and Tasks connected to Salesforce **What do you dislike about Revenue Grid?** It's alittle hard to access at first, we had some admin trouble **What problems is Revenue Grid solving and how is that benefiting you?** Saving time going back and forth with client and also saving time keeping my emails stored and cleaning inbox **Official Response from Yana Petrenko:** > Dear Madison, Thank you for sharing your experience with Revenue Grid. We understand that initial access and admin issues can be frustrating, and we apologize for any inconvenience. We're continuously working to enhance our platform and provide better support. We're pleased to hear that Revenue Grid is helping you save time and streamline client communication and email management. Best, Yana from Revenue Grid ### 30. Review Grid Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Revenue Grid?** Tracks my activity, connects to Outlook, Easy set-up **What do you dislike about Revenue Grid?** Can or has in the past, I havent had this happen again but it has disconnected for me once before and I had a good amount of activity that wasnt tracked. **What problems is Revenue Grid solving and how is that benefiting you?** It has solved a way to keep up with my work and gives me insights in Outlook on ways to reach out to the client ### 31. Revenue Grid paired with SalesForce **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin D. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Revenue Grid?** Revenue Grid works great when logging interactions with SalesForce in my role as a consultant. The amount of time I save with the use of RG allows me to focus my time on other improtant tasks. **What do you dislike about Revenue Grid?** We have issues once in a while where RG can't connect to SalesForce. Typically this issue is correct by restarting the program, but it can be irritating. **What problems is Revenue Grid solving and how is that benefiting you?** Saves a lot of time when logging interactions with members ### 32. Great service, great support **Rating:** 5.0/5.0 stars **Reviewed by:** Jenna B. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Revenue Grid?** I love how easy Revenue Grid makes things when communicating with donors and uploading their information to their SalesForce record. It's great that the tool is embedded into Outlook and tracks the conversation automatically. **What do you dislike about Revenue Grid?** There isn't anything that comes to mind when it comes to disliking Revenue Grid. The service is great and I don't have any complaints. **What problems is Revenue Grid solving and how is that benefiting you?** It's saving me from having to do extra steps when trying to track information and relationships. I don't have to go into Salesforce and upload things manually thanks to this tool. ### 33. Revenue Grid products helped us complying with regulatory requirements **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2023 **What do you like best about Revenue Grid?** The Revenue Grid solution Revenue Inbox solved an important documentation challenge in our company: because the company is a regulated company, we need to document in detail every process involving customers and potential new customers of the company. The tool Revenue Inbox overrules the Salesforce limitation, that an email can only be connected with one single Salesforce object. With the tool we are able to save emails against multiple Salesforce objects, which is for us a must-have regulatory requirement. In addition to this, we are profiting of the features of Revenue Grid Signals, a Revenue Grid batch process which moves emails from our mail client to Salesforce according to a predefined categorisation logic defined by us. The main benefit of the tool, is that it is able to parse the subject of the emails and find out to which Salesforce objects the email needs to be connected and which extra attributes of the emails need to be set. It is worth mentioning that during the adoption of the Revenue Grid solutions we had a great and professional support from the Revenue Grid team, which was always ready to help and support. Also issues opened through the support platform of Revenue Gird are quickly treated and solved and you are constantly kept informed about the status and the progress in the resolution of your tickets. **What do you dislike about Revenue Grid?** we have no issues to mention about the RG products we adopted **What problems is Revenue Grid solving and how is that benefiting you?** RG products are helping us complying with regulatory requirements ### 34. Managing and sharing my client contact including emails, conversations and presentations. **Rating:** 5.0/5.0 stars **Reviewed by:** Jacques M. | Manager, Business Development , Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2019 **What do you like best about Revenue Grid?** The ability to integrate with Salesforce and manage all of my email communications consistently. Being able to review progress and whether my messages have been read. This is also a very effective tool enabling me to share information with my team, and account activity in the Sales funnel. **What do you dislike about Revenue Grid?** To date there are no issues in using the program. **Recommendations to others considering Revenue Grid:** It is a great tool and time saver for managing your client and prospect communications and the integration with Salesforce is great. **What problems is Revenue Grid solving and how is that benefiting you?** it is the ability to track all communications form one single source. Improved my one-to-one communication and contact with clients and prospects. Allows me to "measure" the impact or effectiveness of our message and or attachments for customer engagement. ### 35. Excellent product, excellent service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Revenue Grid?** We love revenue grid for the ability to pull in custom salesforce fields to the outlook sidebar for easy tagging of information when saving emails / events. Revenue grid also allows us to tag as many accounts, contacts and opportunities to one email as we'd like (rather than the limitation of one account through the salesforce outlook tool). **What do you dislike about Revenue Grid?** It would be nice to have the ability to determine whether an 'important' field as designated in the customization should be designated as important for all users. As it stands now, each user has to go into customization to mark a field as important. **What problems is Revenue Grid solving and how is that benefiting you?** Adding fields to the sidebar and the ability to tag multiple opportunities and contacts has allowed us to simplify and expand reporting and data integrity. ### 36. Good but Glitchy **Rating:** 3.5/5.0 stars **Reviewed by:** May U. | Government BDR, Enterprise (> 1000 emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Revenue Grid?** I use revenue Grid and it gives a progessional look to customers to book available times to meet with me. **What do you dislike about Revenue Grid?** Revenue Grid glitches often and makes it so I need to restart my computre **What problems is Revenue Grid solving and how is that benefiting you?** it makes it easy to find time on multiple calendars to meet ### 37. Great product! Rich with features **Rating:** 5.0/5.0 stars **Reviewed by:** Yitz M. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Revenue Grid?** Aside from regular logging of our emails, it also has lots of automations for logging things to the right places, auto logging of entire conversations, etc... Super easy to use. Prompt customer support. I use it every day, all day. **What do you dislike about Revenue Grid?** As with most new products, there is a learning curve. But our IT department did a good job of training us and once it was implemented, everything worked smoothly. **What problems is Revenue Grid solving and how is that benefiting you?** We are required to log all of our emails in Salesforce. Revenu Grid makes that easy to do, and most of it is done automatically. ### 38. Most important tool in my stack **Rating:** 5.0/5.0 stars **Reviewed by:** Derek C. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Revenue Grid?** The reminder feature on the side toolbar is my favorite as well as the integration into SalesForce on the side bar. I use this tool all day everyday, hundreds of times a day. The custome support is also unmatched. **What do you dislike about Revenue Grid?** There are some features I'd like to explore more that can be buggy, the web browser of the tool is also slow to load. **What problems is Revenue Grid solving and how is that benefiting you?** The speed of the tools is the biggest benefit. I have built systems around its speed and get significantly more work done because of it. ### 39. Wonder no longer **Rating:** 5.0/5.0 stars **Reviewed by:** Rich F. | New Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Revenue Grid?** Revenue Grid helps me assess the level of engagement from the clients and prospects I am engaging with **What do you dislike about Revenue Grid?** Takes 4 seconds ,feels like longer but overall nothing **What problems is Revenue Grid solving and how is that benefiting you?** It is saving me time looking for a key note that I don't have to remember ### 40. Solid product **Rating:** 5.0/5.0 stars **Reviewed by:** Sydney S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** streamline communication across platforms and simplify integration **What do you dislike about Revenue Grid?** "look" of the platform could be modernized **What problems is Revenue Grid solving and how is that benefiting you?** Time constraints ### 41. Revenue Grid A+ **Rating:** 5.0/5.0 stars **Reviewed by:** Dora R. | Director of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Revenue Grid?** User friendly. Easy to log in sales activity **What do you dislike about Revenue Grid?** No issues with Revenue Grid as of yet. Easy to log in. **What problems is Revenue Grid solving and how is that benefiting you?** Great tool for logging activity. ### 42. Helpful tool **Rating:** 4.0/5.0 stars **Reviewed by:** Louis N. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Revenue Grid?** Revenue Grid, for the most part, is very easy to use. It fits into our day-to-day routine and takes most of the annoying admin tasks off our hands. **What do you dislike about Revenue Grid?** Revenue Grid can be fiddly on the rare occasion. For some individuals, it took a little while to get set up properly. That being said, the customer support was always there to help. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue grid is great at taking away typically tedious tasks. It allows us to concentrate on our job without having to do much extra admin. ### 43. Great for developing and managing outreach sequences. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2024 **What do you like best about Revenue Grid?** This is so far the best tool I've used to create and process outreach sequences for cold outreach. It allows me to avoid just spamming and focus on the individual prospects with great engagement details to help. Also, good integration with Salesforce to track notes and activity. **What do you dislike about Revenue Grid?** In the past, the platform worked really slow and often would lag/shut down. I have seen some improvements recently. **What problems is Revenue Grid solving and how is that benefiting you?** Provide me engagement details so I am not sending emails without any idea of their effectiveness. ### 44. A perfect add-on for outlook that outshines the SF add-on **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2019 **What do you like best about Revenue Grid?** the ability to have all the details of a client, opportunity or contact at my finger tips is key. Making adjustments right within the side window is handy as well. **What do you dislike about Revenue Grid?** having to reconnect every 90 days or so. **What problems is Revenue Grid solving and how is that benefiting you?** I'm on a MAC and we don't have Lightening for SF so the add-on in SF doesn't work. This perfectly solves this issue while adding more features than the SF add-on. RG also has farrrrrr deeper functionality than the SF Add-on or any other i've seen. It's automation for logging on email, events and more really help me focus on what i need to focus on - sales. ### 45. Revenue Grid - Great tool to enhance customer experience **Rating:** 5.0/5.0 stars **Reviewed by:** Brendan G. | Partner (Client) Onboarding Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Revenue Grid?** Revenue Grid is a revenue intelligence platform that helps sales teams close more deals and grow faster. It's a powerful tool that integrates with Salesforce and Outlook to provide a complete view of all sales activity, from lead generation to closing. **What do you dislike about Revenue Grid?** Learning curve: Revenue Grid has a lot of features, and it can take some time to learn how to use the platform effectively. The documentation is helpful, but there are still a lot of things to learn. Additionally, Revenue Grid offers live training and support, but these services are not included in the basic subscription plan. **What problems is Revenue Grid solving and how is that benefiting you?** Saves a lot of time as there is no need to open salesforce for any activity carried out in outlook. ### 46. Quite an easy-to-use customer engagement tool, **Rating:** 5.0/5.0 stars **Reviewed by:** George L. | Sr. Salesforce Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2021 **What do you like best about Revenue Grid?** - Users can access Revenue Grid from inside Salesforce through a managed tab. - Multiple ways to add recipients (csv, Salesforce views, Salesforce records, etc.) **What do you dislike about Revenue Grid?** It can only report how many times an email is opened, but not who opens it. Sometimes, an email could be CCed to multiple recipients, and it's hard to track if the targeted recipient has opened it. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid helps us establish a systematic strategy to reach out to our clients. It reaches out to customers through a predefined sequence and provides visibility to other reps working on the same accounts to avoid duplicated work. ### 47. Outstanding add-on to Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Jon B. | National Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Revenue Grid?** Revenue Grid has saved me hours of time in connecting emails and appointments to Salesforce. In addition, the seamless integration of the appointment booking into email is a great plus. **What do you dislike about Revenue Grid?** Can sometimes be hard to associate an email with multiple records. **What problems is Revenue Grid solving and how is that benefiting you?** Integration with Outlook is saving time. Appointment booking is very easy to use embedded in email. ### 48. Revenue Grid - Hilton Tampa Downtown Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Alicia R. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Revenue Grid?** Revenue Grid allows our sales managers and admin support staff to easily transfer information from Outlook directly into our Salesforce system. It really increases efficiencies and allows us to spend time on other tasks rather than wasting time searching for accounts, inquiries or bookings and clicking through to add attachments. **What do you dislike about Revenue Grid?** Sometimes differentiating between where items are being attached (i.e booking, inquiry, account) can be a little confusing. Additionally, if I assign a task to someone, there is no notification sent to that person so I still have to go into Salesforce to check the send notification box, for a manager to see that the lead created in Revenue GRid has been assigned to them. This is a little inefficient. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid gives us back the time we would normally spending toggling between Outlook and Salesforce which allows us to focus our efforts on other sales processes. ### 49. Time saving **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Revenue Grid?** Revenue Grid for Salesforce has improved our efficiency and accuracy. I don't have to worry about forgetting to enter an item in Salesforce because it's done in a few clicks. Several functions help our organization save time. It's a massive improvement from the previously used Salesforce for Outlook. I had an issue with pinning my grid in Outlook, but their support team responded quickly and was very knowledgeable, providing me with a resolution immediately. **What do you dislike about Revenue Grid?** You have to purchase it for each new position in the role, so if/when there is turnover, you are paying for a service barely used. I wish there were more editable fields when creating an inquiry or contact. I found the training video hard to sit through. I would like it broken down into several shorter videos. That will make it easier if you only need to rewatch a portion related to a specific function. It would be helpful to utilize RG when logging into my email in the web browser. Most of the challenges I experienced when installing and using RG were related to our company, not RG's. **What problems is Revenue Grid solving and how is that benefiting you?** Streamlining the process of syncing and categorizing emails and appointments, which is how my productivity is measured. ### 50. Revenue Grid For Salesforce is AMAZING **Rating:** 5.0/5.0 stars **Reviewed by:** Robert W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Revenue Grid?** The ability to save emails to accounts, contacts, bookings or all is by far the easiest process EVER! Adding contacts to accounts directly from an email is helpful as well. Being able to access so many details about a booking or account or contact directly from the Outlook sidebar is a tremendous timesaver. The ability to access email templates that can be personalized using the booking details is also a HUGE timesaver. There are too many great aspects to this addition for me to choose just one! **What do you dislike about Revenue Grid?** It can be tricky distinguishing events if they are booked using the same "Post as" name, but the dates are visible to help you make your selections. **What problems is Revenue Grid solving and how is that benefiting you?** I work in the hotel industry and am the catering and sales coordinator. Being able to log all communications between clients concerning events is crucial as others in the hotel may need to get details for the booking in my absence and can easily see all communications in chronological order. The management team can easily send emails with the information stored in salesforce without having to gather the details manually to compile it, they simply need select the email template and insert the email - it's that simple. ## Revenue Grid Discussions - [Can SmartCloud Connect integrate with other business systems apart from Salesforce?](https://www.g2.com/discussions/ingegrations) - 2 comments, 1 upvote - [Can I create rules for synchronization between Outlook and Salesforce?](https://www.g2.com/discussions/data-syncronization) - 1 comment, 1 upvote - [Does SmartCloud Connect store any of my corporate data?](https://www.g2.com/discussions/data-storage-b68a8afc-6099-482c-b65d-fae996445607) - 1 comment, 1 upvote - [Product comparison](https://www.g2.com/discussions/product-comparison) - 1 comment, 1 upvote - [What is a revenue Grid?](https://www.g2.com/discussions/what-is-a-revenue-grid) - 2 comments - [View Revenue Grid pricing details and edition comparison](https://www.g2.com/products/revenue-grid/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+10%3A56%3A39+-0500&secure%5Bsession_id%5D=299e50e8-5a03-4d62-a904-ca95a96dd65b&secure%5Btoken%5D=741ac0a5c8344a419ed10e7763577164d285f07405ac0354a6911f0b406ebfb4&format=llm_user) ## Revenue Grid Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [GoTo Meeting](https://www.g2.com/products/goto-meeting/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) ## Revenue Grid Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Lead Facilitation** - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration - Third-Party Integrations **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Analytics** - Open Rates - Link Activity - Attachment Activity **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed - Online Booking - Room Booking **Predictive Analytics** - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **AI and Automation** - Buyer Intelligence - Machine Learning **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times - Real-Time Updates **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Sales Management** - Live Pipeline Management - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Administrative** - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Third-Party Integrations - Social Media Integration - Website Integration **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Additional Functionality** - Task Scheduling - Customizable Branding - Customizable Fields - Reminders - Shift Swapping - Automated Scheduling - Drag & Drop - Mobile Access - Real-time Scheduling - Multi-Location - Personalization and Recommendation - Access Controls/Permissions - Resource Scheduling - Activity Tracking - Timesheet Management - Availability Management - API - Absence Management - Self Service Portal - Generative AI - Calendar Management - Real-Time Notifications - Class Scheduling - Employee Scheduling - Facility Scheduling - Booking Management - User Management - Employee Management - Alerts/Notifications - Reporting & Statistics - Group Scheduling - Customer Database - Appointment Scheduling - Time Zone Tracking - AI Copilot - Calendar Sync **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation ## Top Revenue Grid Alternatives - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,501 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,503 reviews) - [Cirrus Insight](https://www.g2.com/products/cirrus-insight/reviews) - 4.2/5.0 (1,467 reviews)