--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of Revenue Grid, highlighting its seamless integration and straightforward setup. [(41 mentions)](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1769380&qs=pros-and-cons#reviews) Users value the **seamless Salesforce integration** of Revenue Grid, enabling efficient workflow directly within Outlook. [(37 mentions)](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1768997&qs=pros-and-cons#reviews) Users value the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing efficiency and data management. [(34 mentions)](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1771761&qs=pros-and-cons#reviews) Users appreciate the **exceptional support** from Revenue Grid, consistently receiving prompt and effective assistance across high ticket volumes. [(29 mentions)](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1768765&qs=pros-and-cons#reviews) Users praise the **attentive customer support** of Revenue Grid, enhancing their overall experience with the product. [(26 mentions)](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1772276&qs=pros-and-cons#reviews) Users are disappointed by the **missing features** in Revenue Grid, like lack of app compatibility and intuitive integration. [(8 mentions)](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1771349&qs=pros-and-cons#reviews) Users face **technical issues** during setup and occasional glitches, causing frustration in initial usage of Revenue Grid. [(7 mentions)](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1768718&qs=pros-and-cons#reviews) Users face a **slight learning curve** with Revenue Grid, requiring time and support for effective initial setup. [(6 mentions)](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1771319&qs=pros-and-cons#reviews) Users find the **CSV template rigidity** and limited search options in Revenue Grid restrict their overall experience and efficiency. [(6 mentions)](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=2330085&qs=pros-and-cons#reviews) Users experience **slow loading** times with Revenue Grid, occasionally requiring a restart of Outlook for functionality. [(6 mentions)](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1771077&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Revenue Grid ##### 1. Ease of Use Users appreciate the **ease of use** of Revenue Grid, highlighting its seamless integration and straightforward setup. [ See 41 mentions ](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1769380&qs=pros-and-cons#reviews) See Related User Reviews ![백민정(MJ Baek) .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "백민정(MJ Baek) .") 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jansen M.") JM 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, enabling efficient workflow directly within Outlook. [ See 37 mentions ](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1768997&qs=pros-and-cons#reviews) See Related User Reviews JV 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rob S.") RS 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 value the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing efficiency and data management. [ See 34 mentions ](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1771761&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A 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. ![백민정(MJ Baek) .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "백민정(MJ Baek) .") 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 appreciate the **exceptional support** from Revenue Grid, consistently receiving prompt and effective assistance across high ticket volumes. [ See 29 mentions ](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1768765&qs=pros-and-cons#reviews) See Related User Reviews ![Jansen M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jansen M.") JM 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. AM 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 praise the **attentive customer support** of Revenue Grid, enhancing their overall experience with the product. [ See 26 mentions ](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1772276&qs=pros-and-cons#reviews) See Related User Reviews ![Jansen M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jansen M.") JM 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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U 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 are disappointed by the **missing features** in Revenue Grid, like lack of app compatibility and intuitive integration. [ See 8 mentions ](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1771349&qs=pros-and-cons#reviews) See Related User Reviews KC 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Regan H.") RH 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 face **technical issues** during setup and occasional glitches, causing frustration in initial usage of Revenue Grid. [ See 7 mentions ](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1768718&qs=pros-and-cons#reviews) See Related User Reviews JV 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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A 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 **slight learning curve** with Revenue Grid, requiring time and support for effective initial setup. [ See 6 mentions ](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1771319&qs=pros-and-cons#reviews) See Related User Reviews JV 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 AM 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 ](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=2330085&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A 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. MG 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 with Revenue Grid, occasionally requiring a restart of Outlook for functionality. [ See 6 mentions ](https://www.g2.com/products/revenue-grid/reviews?filters%5Bsentiment_snippet%5D=1771077&qs=pros-and-cons#reviews) See Related User Reviews SB 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Evan A.") EA 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 BA Barbara A. Sales Development Representative Mid-Market (51-1000 emp.) 7/11/2026 "Seamless Salesforce Integration That Saves Hours with Automated Multi-Channel Outreach" 5/5 What do you like best about Revenue Grid? I love how its Salesforce integration saves me from the manual work of logging activities, and how it lets me automate multi-channel outreach. In my day to day tasks it saves a lot of time and makes connection across systems seamless. Review collected by and hosted on G2.com. What do you dislike about Revenue Grid? Not much to add (I’ve been using it for a couple of months now). It took me a little time to get used to the setup, but once I did, everything has been running very smoothly. Review collected by and hosted on G2.com. What problems is Revenue Grid solving and how is that benefiting you? Before, I was manually logging every email, call, and meeting in Salesforce, which took time away from actual prospecting, calls, and follow-ups. Now it automatically handles about 90% of that admin work, saving me roughly an hour (if not more) every day. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic YL Yvette L. SR Client Success Manager Small-Business (50 or fewer emp.) 6/17/2026 "Effortless Meeting Scheduling with Team Calendar Links" 4.5/5 What do you like best about Revenue Grid? Helpful: Ability to send a link for clients to book meetings based on my calendar or combined team member calendars. I appreciate being able to add multiple team members to larger meetings and the only available appointments that show up are the times that work for all o fus. Review collected by and hosted on G2.com. What do you dislike about Revenue Grid? I wish the links didn't expire. EVER. Sometimes the links randomly expire so now I rebuild calendar links every other month. Unfortunately the only way that I find out the link expired is when a client contacts me which makes our company look bad. Not a great user experience. Review collected by and hosted on G2.com. What problems is Revenue Grid solving and how is that benefiting you? Solves my clients wondering when I'm available and can schedule further out if needed. Reduces back/forth communication. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 6/5/2026 "Effortless Email Sync to Salesforce with Time-Saving Drag-and-Drop" 4/5 What do you like best about Revenue Grid? That it is able to sync all of our emails to salesforce with ease. I like how the drag and drop interface saves me ours each week and that it is efficient in notifying which emails have been synced and which failed. Review collected by and hosted on G2.com. What do you dislike about Revenue Grid? I do not like that there are times where it requires us to relogin consistently and that the outlook calendar syncing to XLR8 is not always accurate. Review collected by and hosted on G2.com. What problems is Revenue Grid solving and how is that benefiting you? To understand the value of Revenue Grid, it helps to look at the massive headache it solves for modern sales organizations. In short, Revenue Grid bridges the gap between what sales reps are actually doing and what leadership thinks is happening, while automating the tedious admin work that keeps reps away from selling. Here is a detailed breakdown of the core problems Revenue Grid solves and how those solutions directly benefit an organization. 1. The Problem: Dirty, Incomplete, or Missing CRM Data Sales reps notorious hate updating the CRM (like Salesforce). They skip logging emails, forget to log calls, and leave out key stakeholder contacts. Because of this, the CRM becomes an unreliable graveyard of old data. How Revenue Grid Solves It: Revenue Data Capture Revenue Grid automatically captures every single interaction—emails, calendar invites, Microsoft Teams/Slack chats, and phone calls—and syncs it to the correct CRM record in real time, without the rep lifting a finger. The Benefit to You: Time Savings: Reps save hours every week on manual data entry, allowing them to focus entirely on pitching and closing. Single Source of Truth: Management gets an accurate, 100% complete picture of account activity, ensuring no details fall through the cracks if a rep leaves the company. 2. The Problem: Black Box Deals (Lack of Pipeline Visibility) Managers often have no idea if a deal is actually healthy or if it’s about to stall. They have to rely on the rep’s "gut feeling" during weekly pipeline reviews, which is often overly optimistic. How Revenue Grid Solves It: Revenue Intelligence & Activity Analytics The platform analyzes the cadence and sentiment of communication. It flags deals that have gone cold, notes if the competitor is mentioned, and tracks whether the rep is talking to the actual decision-maker or just a lower-level champion. The Benefit to You: Early Warning System: You can spot slipping deals weeks before the quarter ends, giving you time to intervene, loop in executives, or pivot strategy. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JV Jennifer V. Director of Salesforce Operations Mid-Market (51-1000 emp.) 2/18/2026 "Expanded Email Sync That Boosts Salesforce Visibility" 5/5 What do you like best about Revenue Grid? The expanded functionality beyond standard email sync, especially features like Time Slots and multi-opportunity logging. Our sales team really values the increased visibility in Salesforce. The ability to customize which additional object fields are exposed in the RG side panel based on user needs rather than a one size fits all approach, is also an advantage. Review collected by and hosted on G2.com. What do you dislike about Revenue Grid? One challenge was the amount of troubleshooting required during our pilot, primarily related to the initial configuration. It took time and coordination with Support to get everything working as expected. Once those setup issues were resolved, the system has been stable and is now functioning with minimal issues. Review collected by and hosted on G2.com. What problems is Revenue Grid solving and how is that benefiting you? Revenue Grid is helping improve visibility and productivity for our sales team. The multi-opportunity logging feature gives reps better insight into their related deals directly within Salesforce, which supports more accurate activity tracking and opportunity context. The Time Slots feature also improves efficiency by simplifying scheduling, reducing back and forth coordination, and saving time for reps. From a business standpoint, it helps drive better user adoption and more consistent activity capture without adding additional administrative burden. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![백민정(MJ Baek) .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "백민정(MJ Baek) .") 백 백민정(MJ Baek) . Director Small-Business (50 or fewer emp.) 1/6/2026 "Effortless Automation That Saves Time and Boosts Accuracy" 5/5 What do you like best about Revenue Grid? Revenue Grid has significantly reduced our manual data entry by automatically capturing all activities into our CRM. This automation allows our team to focus more on building customer relationships rather than administrative tasks. It's a huge time-saver and keeps our data accurate. Review collected by and hosted on G2.com. What do you dislike about Revenue Grid? To be honest, I haven't encountered any significant downsides or issues while using Revenue Grid so far. The platform works exactly as expected and has met all my needs perfectly. I am extremely satisfied with its current performance and features. Review collected by and hosted on G2.com. What problems is Revenue Grid solving and how is that benefiting you? Before I started using Revenue Grid, finding specific emails in Gmail was a frustrating and time-consuming process. Revenue Grid changed this by automatically organizing and syncing my emails directly to the relevant Salesforce accounts. Now, I can conveniently view the complete communication history for each account in a single location. This has saved me a significant amount of time and has made it much easier and more efficient for me to communicate with my customers. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic RB Ruchita B. Salesforce Administrator Mid-Market (51-1000 emp.) 7/21/2026 "Easy Salesforce Integration with Helpful, Prompt Support" 4.5/5 What do you like best about Revenue Grid? Easy to integrate. It’s also easy to collaborate with external clients through email threads. The auto-save feature saves emails automatically and links them to the specific contact record in SF. The sidebar that shows the existing contact record helps reduce the creation of duplicate contact records in Salesforce. The RG support team is very helpful and prompt. Review collected by and hosted on G2.com. What do you dislike about Revenue Grid? I haven't encountered any significant downsides or issues while using Revenue Grid so far. Review collected by and hosted on G2.com. What problems is Revenue Grid solving and how is that benefiting you? Logging email activities by matching the email domain on the contact records in Salesforce. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Jansen M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jansen M.") JM Jansen M. Business Analyst Mid-Market (51-1000 emp.) 12/18/2025 "Exceptional Support and Productivity-Boosting Automation" 5/5 What do you like best about Revenue Grid? Revenue Grid has consistently provided exceptional support. Whenever we submit a support ticket, the team responds quickly and takes immediate action. As a large company, we often submit multiple tickets, sometimes several in a single day. Despite this high volume and the added complexity of working across different time zones, the support team always replies promptly and efficiently. The product itself is also excellent. It has significantly increased our employees' productivity and automated tasks like sending follow-up messages through Sequences and scheduling meetings with Book Me and Time Slots. This automation enables our team to focus more on revenue-generating activities. While Sequences and Book Me/Time Slots are user-friendly, they do require some training for our users. Implementation was very smooth, especially during our system migration. The team, and Kirill in particular, supported us throughout the process, guiding me step by step as we integrated Revenue Grid products into our new system. Review collected by and hosted on G2.com. What do you dislike about Revenue Grid? There is honestly nothing I dislike about Revenue Grid. Since I also work in a technical field, I can appreciate the challenges and limitations they face in enhancing their product, and I understand that not every feature can be implemented right away. Review collected by and hosted on G2.com. What problems is Revenue Grid solving and how is that benefiting you? The platform provides automated follow-up messages, which has made scheduling meetings much simpler. Using Sequences has greatly lessened the mental effort required to keep track of whom our employees need to follow up with. As for Book Me and Time Slots, these features have minimized the usual back-and-forth involved in setting up meetings, often reducing the process to a single email exchange and allowing meetings to be scheduled within just a day or two. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Gosia D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gosia D.") GD Gosia D. Business Development Representative Mid-Market (51-1000 emp.) 6/23/2026 "Easy to Use, Great Support, and Keeps Communication on Track" 5/5 What do you like best about Revenue Grid? Ease of use. Were able to send a lot of communication out and stay on top of responses and intent signals easily. We really appreciate the customer support and onboarding we received, any time we had a question it was resolved quickly. Review collected by and hosted on G2.com. What do you dislike about Revenue Grid? nothing comes to mind, our experience has been great for what we need it for. Review collected by and hosted on G2.com. What problems is Revenue Grid solving and how is that benefiting you? we needed an email platform that integrated with salesforce for ongoing client communications outside of hubspot so marketing emails and client communications were separate. RG had all the features our service reps required Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Brittany E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brittany E.") BE Brittany E. Restaurant Account Success Manager Small-Business (50 or fewer emp.) 3/24/2026 "Seamless Salesforce Integration, Easy Scheduling, and Fast Support" 5/5 What do you like best about Revenue Grid? The integration with salesforce for logging emails and interactions is extremely helpful. I also love the "book me" feature which makes scheduling efficient. The support was quick and helpful, they solved my issue right away. Review collected by and hosted on G2.com. What do you dislike about Revenue Grid? There is nothing that comes to mind. I am still new using it and it has been easy to use so far. Review collected by and hosted on G2.com. What problems is Revenue Grid solving and how is that benefiting you? It is solving scheduling conflicts by using the "book me" tool. Review collected by and hosted on G2.com. Show More 4/7/2026 Current UserValidated ReviewerSource: Organic LI LOLA I. Data Systems and Operations Coordinator Small-Business (50 or fewer emp.) 10/21/2025 "Effortless Outlook & Salesforce Integration—A Must-Have for Email Management" 5/5 What do you like best about Revenue Grid? The best thing about revenue grid is how easily it integrates with Outlook and Salesforce. Honestly, we looked at a few similar third party tools and RG took the cake! It makes it so much easier to save emails to Salesforce and creating new records from people who email you is a sinch. I would definitely recommend this product for any company looking to do similar. Review collected by and hosted on G2.com. What do you dislike about Revenue Grid? Something I wish revenue grid could do that I would love an upgrade for is for situations where you delete an email that you previously saved, I wish the Salesforce tag in Outlook would be removed, like I wish it was intuitive in that way that the system could tell that you deleted the email, so it wouldn't look like you still saved that email, when seeing the email in Outlook. Review collected by and hosted on G2.com. What problems is Revenue Grid solving and how is that benefiting you? Revenue Grid allows our organization to track emails easily regardless of who sends them because its associated to the record in SF, anyone can view them. Review collected by and hosted on G2.com. 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