Brittany E.
BE
Brittany E.
Restaurant Account Success Manager
Small-Business (50 or fewer emp.)
"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.

LI
LOLA I.
Data Systems and Operations Coordinator
Small-Business (50 or fewer emp.)
"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.

MM
Michelle M.
Channel Account Manager
Mid-Market (51-1000 emp.)
"Impressive AI Chat & Natural Mass Emailing Experience - ( AI even wrote the title for me - love it )"
5/5
What do you like best about Revenue Grid?

Mass emailing without the feel of automation.

The AI chat!!!!! It pulled every bit of information I was looking for regarding a single account around growth and interractions. It then went on to build the tables for me show I can represent the data in a chart! It also builds my recipient lists for me for my sequences based on my requests.

Integration with Outlook

Time slots!

Meeting links Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

I wish the mobile Outlook integration was cleaner and offered more features.

I would LOVE an app for my iPad. please. Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"Clean, Reliable Sequences with Time-Saving Email/Contact Sync"
5/5
What do you like best about Revenue Grid?

The email/contact sync is extremely helpful and has saved me countless hours. The sequences are great too, and the formatting stays clean and consistent instead of getting funky like it does with some other competitors. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Not much to say—this app does what I need. It’s a great option if you want sequences and email/contact sync. Review collected by and hosted on G2.com.

Benjamin W.
BW
Benjamin W.
Founder / CEO
Small-Business (50 or fewer emp.)
"Meaningful Experience and Overall a Great Product"
5/5
What do you like best about Revenue Grid?

it's all pretty good / meaningful, to be honest Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

not sure about the price tag since I haven't decided it on my own Review collected by and hosted on G2.com.

RR
Ross R.
Software Services Specialist UK&I
Enterprise (> 1000 emp.)
"User-Friendly Interface and Helpful Templates, But Needs Microsoft Dynamics Integration"
5/5
What do you like best about Revenue Grid?

Extremely easy to use UI. If you are missing any information or formats to start any sequence then you are prompted. The templates and previewing elements to the tool are really useful as you can see exactly.

If ever i had any questions around sequences or mailers being sent, and i had to raise a case with support, they were very quick to engage and reply and provide comprehensive support, rather than being just pushed to the Q&A area which other companies do. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Very few issues, it has always worked very well for myself and the team. Only issue which limited larger adoption within my organisation was the lack of integration with Microsoft Dynamics. Review collected by and hosted on G2.com.

Verified User in Consulting
UC
Verified User in Consulting
Small-Business (50 or fewer emp.)
"Helpful Salesforce Linking for Long Email Chains, but Inconsistent and Slow to Load"
3.5/5
What do you like best about Revenue Grid?

link to salesforce is helpful for long email chains Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

it does not always link to salesforce and sometimes take a while to load Review collected by and hosted on G2.com.

AM
Andre M.
Project Manager
Machinery
Small-Business (50 or fewer emp.)
"AI Insights and Seamless Integrations Drive Productivity"
4.5/5
What do you like best 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 other tools which promotes a streamlined workflow as we do not shift from one app to another Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

It has a deep learning curve due to highly advanced features that can be hard to understand. Review collected by and hosted on G2.com.

KC
Kathleen C.
Director of Agency Partnerships
Small-Business (50 or fewer emp.)
"Effortless Contact Management and Seamless Integration"
5/5
What do you like best about Revenue Grid?

I appreciate that it streamlines the process of adding contacts into Salesforce. I have a number of meetings and use it often to add contacts in. It's also easy to use and implement/integrate with my inbox. Review collected by and hosted on G2.com.

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 Superhuman, which does integrate with it. Review collected by and hosted on G2.com.

David T.
DT
David T.
Director of Revenue Operations and Enablement
Mid-Market (51-1000 emp.)
"Revenue Inbox is a necessary tool"
5/5
What do you like best about Revenue Grid?

Super easy to use and administer. Game changer for automatic recording of everything outlook to Salesforce. Love the calendar invite functionality as well. Always making updates and adding new features. Support is quick to respond and always willing to help. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

It does crash from time to time, but a quick restart of Outlook will fix that. No other complaints on my end. Review collected by and hosted on G2.com.