--- 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: '2026-08-04' 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. Their Revenue Engage solution is a great timesaver **Rating:** 5.0/5.0 stars **Reviewed by:** Irene M. | Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2023 **What do you like best about Revenue Grid?** A good and very intuitive automation tool. Their team keep releasing enhanced and new features. **What do you dislike about Revenue Grid?** The one-email-per-minute limitation is a pain. **What problems is Revenue Grid solving and how is that benefiting you?** The Engagement solution saved much time for our sales team in handling prospect approach, nurturing and converting leads. ### 2. RevenueGrid ease of use with Outlook/Salesforce integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Revenue Grid?** The integration with Salesforce/Outlook makes it very easy to create tasks and events from an email which was a time saver and also helped keep me organized. **What do you dislike about Revenue Grid?** While I really liked the calender functions we were never able to roll it out company wide. **What problems is Revenue Grid solving and how is that benefiting you?** Creating and organizing tasks, emails and events as it pertains to the salesforce/outlook integration ### 3. Great experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan H. | Sales Account Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** I like using email sequences. It's easy to reach many people at the same time. Equally, there are great features to help you keep track of everyone responding. **What do you dislike about Revenue Grid?** There have been a few bugs or errors regarding sequences. The revenue grid team has been extremely helpful in solving these issues in a timely manner. **What problems is Revenue Grid solving and how is that benefiting you?** It's easy to reach many people at once. Sequencing is also a great way to ensure you follow up with leads. The response tracking is also very helpful to keep track of engagement. ### 4. Great tool for our company **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Revenue Grid?** It was easy to use with Salesforce as a way to get our external calendar entries accurately linked. **What do you dislike about Revenue Grid?** We didn't need the sales tracking side of it. **What problems is Revenue Grid solving and how is that benefiting you?** It allowed us to move and code our Outlook calendar entries into Salesforce with ease and more importantly, we could quickly create Salesforce tasks from emails without leaving our inbox.. ### 5. Pros and Cons for using Revenue Grid **Rating:** 3.5/5.0 stars **Reviewed by:** Zoe Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** it is very good to track the project status, the platform is easy to use and understand. Moreover, it is connected with microsoft outlook which allow message chain to be locked. **What do you dislike about Revenue Grid?** the connection of every email locking is slow, it takes more than 1 minute for every log, which may not encourage users to use it frequently. **What problems is Revenue Grid solving and how is that benefiting you?** we have a lot projects going simultaneously with different statuses, so the email tracking function is very important to clear the project status and outstanding. ### 6. Extremely easy to use and incredibly helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** The email automation system has completely changed the way I work. It allows me to focus my limited time on making calls and booking meetings. Knowing my prospects are being contacted while I focus on different areas is reassuring. **What do you dislike about Revenue Grid?** The book-a-meeting link generated by RevenueGrid can sometimes be a pain if you're simultaneously working on several different areas of work. However, that is not a significant downside of RevenueGrid. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid saves so much of my time each day. A lot of my calls are international, which means they need contacting through the night, or during times that I am not at work. It is great to know they are also being contacted regardless of timezone differences. ### 7. User friendly and easy to track everything at one place **Rating:** 5.0/5.0 stars **Reviewed by:** Ravi G. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2023 **What do you like best about Revenue Grid?** Track of read receipts and it allows me to follow the exact GDPR rules. This is helping me to have a clear idea on my engagement and following up. One best thing is i can easily schedule emails based on the time Zone. **What do you dislike about Revenue Grid?** Sometimes the application is a bit slow and takes some time to upload all the contacts and enroll them into the sequence. Over all, i suggest Revenue Grid for their best user experience. **What problems is Revenue Grid solving and how is that benefiting you?** Email tracking and sales engagement. I dont need to do the automation manually and all I need to personalize my templates and schedule the time accordingly. This helped me and team to increase their outreach activities. ### 8. The main use is the API with SF, it allows me to easily documents Emails to Opp's **Rating:** 3.0/5.0 stars **Reviewed by:** Itay M. | Sales Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Revenue Grid?** how easily can I document Emails to the right contact/Opp and even multiple selections. The way the app is organized is good and comfortable also, the installation is easy thru outlook addons **What do you dislike about Revenue Grid?** I am still searching for a good enough app to schedule meetings with multiple participants. I didn't find Rev grid better than FindTime or others. Combining the Outlook calendar with the scheduler will help me better schedule a meeting. **What problems is Revenue Grid solving and how is that benefiting you?** Connecting SF with Emails ### 9. Great Timesaver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2023 **What do you like best about Revenue Grid?** The ease of no longer having to sync SF and my email. Everything is now connected and integrated as it should be. I do not have any comparison to competitors to give, apologies. **What do you dislike about Revenue Grid?** The occasional non-connect. Refresh a few times, etc. I would like an option to default to that would allow the program to automatically select the open lead that matches the email being sent. This would be one less step and much appreciated. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid is removing the guesswork from whether or not an email was sent and providing me visibility into what actions have been taken rather than having to dig through an inbox. ### 10. Great Product at an excellent price **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2023 **What do you like best about Revenue Grid?** Customizability and Customer Service Using it our non-profit. This can be purchased for only the users that need it. Emails are stored natively and permanently in Salesforce. Emails are not stored automatically if you don't want them to be; you can indicate which records you want them connected to on an email by email basis. Customer service has been excellent!! So responsive and quick. **What do you dislike about Revenue Grid?** Synchronization was a little sketchy on startup. Accidentally started an infiinite loop of event syncing. Customer service helped to fix quickly. Documentation is very helpful but still in flux a little bit. **What problems is Revenue Grid solving and how is that benefiting you?** Keeping track of emails between donors and prospective clients quickly and easily. ### 11. Makes it Easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Revenue Grid?** The convenience! I am able to focus on revenue producing activities with the help of Revenue Grid. **What do you dislike about Revenue Grid?** Nothing comes to mind. They have a great help section available to figure out problems. **What problems is Revenue Grid solving and how is that benefiting you?** It cuts down on having to switch back from my email to Delphi. ### 12. Great tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Revenue Grid?** This tool, connected to Outlook, makes my life much easier. It's connected with Salesforce, our planning system, and I'm able to save contact details directly from the email, even creating bookings! It's a time saver tool, I recommend it! **What do you dislike about Revenue Grid?** As for now, it's working perfectly and I haven't found any glitch **What problems is Revenue Grid solving and how is that benefiting you?** Saving contact details and creating new accounts straight away from email, Creating appointments It gives the opportunity to save the email directly on salesforce, attaching it to the booking ### 13. Revenue Grid is Excellent **Rating:** 5.0/5.0 stars **Reviewed by:** David C. | Chief Operating Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** We use Revenue Grid to integrate Outlook into Salesforce seamlessly, and their Sequence product allows us to construct personal emails and manage responses. Revenue Grid is the perfect solution for my team. **What do you dislike about Revenue Grid?** Salesforce can get over-populated with emails with CCs and replies, but this is a minor issue relative to the benefits of capturing every email in Salesforce. **What problems is Revenue Grid solving and how is that benefiting you?** Tracking sales activity and improving the efficiency of my salesforce. ### 14. Great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Rita S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2023 **What do you like best about Revenue Grid?** The ease of use - very user friendly and easy to set up and support. Training materials are also great. **What do you dislike about Revenue Grid?** Not much that I don't like - the support team have always helped us resolve issues. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid is helping our users seamlessly connect with MS Outlook and enabling our sales teams to report on engagement and ROI - therefore it is a great sales tracking and business performance tool ### 15. Love Revenue Grid **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** This is an excellent, resourceful, and easy platform to use. We use it daily to create meetings, organize the team's sales, and operate as a whole. This is a such intelligent software to have. **What do you dislike about Revenue Grid?** So far I really have not found much to dislike about this software. We have been using it for about a year now and the service and software have been up to par so far. **What problems is Revenue Grid solving and how is that benefiting you?** It keeps my calendar organized and meetings with clients quick, easy, and efficient to set up. It is so easy to track me emails which has increased my sales and relationships with clients. ### 16. Not the best. Needs work **Rating:** 3.0/5.0 stars **Reviewed by:** Karen C. | Regional Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Revenue Grid?** I like that I can track my emails and events without having to copy and paste anything into Gmail. I also like the extension on the side where I can create a lead without having to leave my email. **What do you dislike about Revenue Grid?** The tracking of emails seems to be off often. It pulls in people that shouldn't be and has been duplicating my events or making them completely disappear. Seems to be very clunky recently **What problems is Revenue Grid solving and how is that benefiting you?** At this moment, there is nothing benefitting us. Our admin had to shut it off due to the syncing errors. We constantly have to go back and forth with her taking screenshots of everything since that is the only way she can track ### 17. Seemless & Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Nick F. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** I like how easily it integrates with our other systems at work, makes tasks so much easier. **What do you dislike about Revenue Grid?** Nothing that I can think of for the moment **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid allows me to have a fully integrated system that lessens the time spent inputting information into multiple platforms. So it saves me time but keeps me organized to spend more time working on the important things ### 18. Easy to use and saves time. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Revenue Grid?** It's great that Revenue Grid and Salesforce are able to "talk" to each other. I can complete and log in my calls in just one email. Have not use another program. **What do you dislike about Revenue Grid?** I guess if there was a down side; it would be that I have to locate and select the accounts. I wish it would just automatically log itself. **What problems is Revenue Grid solving and how is that benefiting you?** I do not have to go back into Salesforce to log in my calls/emails. Time -saving. ### 19. makes using Salesforce from my Outlook so efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Sherman M. | Vice President of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Being able to work inside of Salesforce from my outlook **What do you dislike about Revenue Grid?** Having to keep pinning the tab open and also having to deselct all opportunities to save an email to. **What problems is Revenue Grid solving and how is that benefiting you?** The sales team was reluctant to use SF as we quote our machinery out of NetSuite. Being able to work out our email program while utilizing SF and RG removed those barriers. ### 20. Revenue Grid is a comprehensive sales engagement platform that helps businesses optimize their sales **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Overall, Revenue Grid is a powerful tool for businesses looking to streamline their sales processes and drive revenue growth. Its comprehensive feature set, robust integration capabilities, and advanced analytics tools make it a top choice for sales teams looking to optimize their workflows and improve their results. **What do you dislike about Revenue Grid?** Pricing of the platform can be a bit high, especially for smaller businesses Additionally, there is a bit of a learning curve when first using the platform//// **What problems is Revenue Grid solving and how is that benefiting you?** CRM Integration: Revenue Grid integrates seamlessly with popular CRMs like Salesforce, Microsoft Dynamics, and HubSpot. This means that sales teams can use the platform alongside their existing CRM system, without having to switch between multiple applications. This has helped sales teams save time and increase efficiency, as they are able to manage their entire sales process from one central location. ### 21. Amazing Product **Rating:** 5.0/5.0 stars **Reviewed by:** Christian F. B. | Board Member, Enterprise (> 1000 emp.) **Reviewed Date:** April 12, 2023 **What do you like best about Revenue Grid?** I find the integration with the valenser most helpfull! Also that i quickly can see any interactions with the customer **What do you dislike about Revenue Grid?** I haven't really found any downsides to the product yet, since it fulfill my needs 100% **What problems is Revenue Grid solving and how is that benefiting you?** It's cutting my workload dramatically, since the integration with outlook makes every work detail in sales force effortless ### 22. Fast easy integration with Outlook and Salesforce. **Rating:** 5.0/5.0 stars **Reviewed by:** Andy N. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2023 **What do you like best about Revenue Grid?** With a couple clicks of a button, it allows me to link my SalesForce leads to my prospecting Outlook meetings. **What do you dislike about Revenue Grid?** There is nothing at this time that comes to mind. I know there has been one time it wasn't working but that was just for a day. **What problems is Revenue Grid solving and how is that benefiting you?** Tracking and syncing calendar meetings with SalesForce leads. ### 23. A very useful tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Estelle P. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2023 **What do you like best about Revenue Grid?** The tool has a lot of functionality and allows a button to be created whereby meetings can be booked. **What do you dislike about Revenue Grid?** There us some imperfection in the UX design and it can be frustrating to access meeting links after creation. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid enables me to schedule appointments through the functionality. This is very useful. ### 24. RevenueGrid makes every day more efficient. **Rating:** 4.5/5.0 stars **Reviewed by:** Jordan G. | Digital Marketing Consultant - ESPN New York, Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2023 **What do you like best about Revenue Grid?** Ability to integrate into Salesforce in ways that other platforms cannot. RG plugin works across desktop, mobile, and web. Flawless syncing and customization of exactly what I need to see. **What do you dislike about Revenue Grid?** A few minor things cannot be customized and I've experienced delays in support sometimes. **What problems is Revenue Grid solving and how is that benefiting you?** Edit salesforce directly from outgoing emails. ### 25. Loving Revenue Grid **Rating:** 5.0/5.0 stars **Reviewed by:** Sabrina G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Revenue Grid?** The headaches of logging calls is a thing of the past! **What do you dislike about Revenue Grid?** Nothing negative about Revenue Grid at this time **What problems is Revenue Grid solving and how is that benefiting you?** Activity log has been so much easier for me! ### 26. A True Game-Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Colin H. | Technical Sales Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Revenue Grid?** Revenue grid has made a huge difference in my day-to-day operations. Being able to monitor my email-engagement stats with customers has been a game-changer, as well as all of the other capabilities Revenue Grid brings to my desktop have been super helpful **What do you dislike about Revenue Grid?** Sometimes emails do not always track, but that is a rarity. The interface is super clean, but there are a few instances in which making the platform "less clicks" would be nice **What problems is Revenue Grid solving and how is that benefiting you?** Reviewing and tracking customer engagement, as well as streamlining all of our engagement resources into our Gmail platform has been incredibly helpful for both our sales team, and customer service members ### 27. Sales made easier **Rating:** 5.0/5.0 stars **Reviewed by:** doug h. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** It helps automate things such as logging emails to CRM, scheduling meetings and sending out email sequences to prospects. More done in less time. **What do you dislike about Revenue Grid?** Not much. Simply putting in the ground work to get things moving. **What problems is Revenue Grid solving and how is that benefiting you?** Send out more prospecting emails, schedule more prospecting meetings, track/log activity in Salesforce ### 28. Needs TLC **Rating:** 3.0/5.0 stars **Reviewed by:** Ben L. | Regional VP, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Revenue Grid?** The platform is straightforward to use when it is working. It is sleek looking and gives the ability to perform many Salesforce tasks without launching Salesforce. **What do you dislike about Revenue Grid?** It seems to have a new issue every day, inhibiting us from easily using this tool. It is also frustrating how long an issue is occurring. Nothing gets fixed until a new release (and even then that's not guaranteed) **What problems is Revenue Grid solving and how is that benefiting you?** We were instructed to stop the sync until they resolved the issue. Nothing is being logged, and it is not an excellent time for that to happen. Clear next steps provided would be great. ### 29. Easy Inbox Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sports | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Having the ability to multi-task straight from my inbox has freed up so much tracking time and ensures I complete the follow-up tasks and interactions so no one slips through the cracks. **What do you dislike about Revenue Grid?** It took a few tries to get it to integrate into my inbox successfully, but a quick search of the help articles/how-tos had me on the right track in no time. **What problems is Revenue Grid solving and how is that benefiting you?** Tracking customer interactions, being able to collaborate with colleagues on contact and follow-up with targeted customers, and creating and finalizing follow-up interactions/tasks. ### 30. Simplicity **Rating:** 5.0/5.0 stars **Reviewed by:** Kim B. | Customer Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2022 **What do you like best about Revenue Grid?** I think the ability to create and access Salesforce cases quickly has been my favorite part of Revenue Grid. I can take an email and use that to generate information needed in my cases. **What do you dislike about Revenue Grid?** I'm still learning, so some of the things that I dislike about Revenue Grid is there is a strict order to go in when creating a case, or else you have to start over. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid is helping to keep my team organized and on the same page. It has been helpful for employees who aren't as tech-advanced to create a case for themselves quickly. ### 31. Really useful tool, making my daily work so much easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Maja P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2023 **What do you like best about Revenue Grid?** I like that it gives me the possibility to use automation, which can make my outreach faster, but also allows me to personalise my emails for each receiver and effectively manage the sequences and audience. **What do you dislike about Revenue Grid?** Sometimes it takes a bit of time to process the information, but it probably also depends on the other tools I use and that are connected to it. **What problems is Revenue Grid solving and how is that benefiting you?** It helps me to speed up the process of engaging and communicating with my customers. ### 32. Revenue Grid is so helpful! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Revenue Grid?** Revenue Grid cuts down my processing time. **What do you dislike about Revenue Grid?** The downside to using Revenue Grid is that is still requires an extra step on my end. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue grid solved my problem of having to refer back to old emails for additional emails. With the ability to quick save, I am able to have my sales process streamlined. ### 33. Excellent way to reach clients **Rating:** 5.0/5.0 stars **Reviewed by:** Michael R. | Enterprise (> 1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Reaching as many clients as possible without having to reach out to each individual **What do you dislike about Revenue Grid?** I dont see any negatives after learning how to use the program. **What problems is Revenue Grid solving and how is that benefiting you?** Saving me time to contact contact smaller clients so that I can focus more on larger clients ### 34. Handy tool to help you log emails! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Revenue Grid?** It makes logging emails and appointments exceptionally easy. A click of a button or 2 and it's logged. **What do you dislike about Revenue Grid?** It was a bit of a challenge when they updated the system to only allowing Microsoft Edge capabilities, but that was more about my company than RG. **What problems is Revenue Grid solving and how is that benefiting you?** It is helping me meet and exceed sales goals. ### 35. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Charlotte B. | Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Revenue Grid?** Simple to use and reduces workload. Would recommend. **What do you dislike about Revenue Grid?** Not much at all once you've got the hang of using it. **What problems is Revenue Grid solving and how is that benefiting you?** Easier email tracking, saving time and reducing workload. ### 36. Great for my cadences **Rating:** 3.0/5.0 stars **Reviewed by:** Yashwant R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2023 **What do you like best about Revenue Grid?** its easy to use, and helps me with my cadences **What do you dislike about Revenue Grid?** the UI is a bit laggy, would wish for more improvement on signals feature **What problems is Revenue Grid solving and how is that benefiting you?** It helps me track emails, view seen reciepients, and schedule my cadences ### 37. Revenue Grid usage **Rating:** 5.0/5.0 stars **Reviewed by:** Csilla B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Revenue Grid?** I like the automatized options and sequence/template usage **What do you dislike about Revenue Grid?** The waiting time between the different options **What problems is Revenue Grid solving and how is that benefiting you?** It is saving up time for us with the automatization and sequence options ### 38. Wonderful service! **Rating:** 5.0/5.0 stars **Reviewed by:** Mohamed M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** How it allows you to track all outbound emails, it helps me stay on top of my work. **What do you dislike about Revenue Grid?** Nothing so far! The service is wonderful. **What problems is Revenue Grid solving and how is that benefiting you?** The primary use is to track my outbound sales efforts. ### 39. Revenue Grid is slow **Rating:** 2.5/5.0 stars **Reviewed by:** Blair R. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2023 **What do you like best about Revenue Grid?** The revenue grid is a very easy-to-use system, on this basis i would recommend it. They are quick to respond if you have any issues also. **What do you dislike about Revenue Grid?** The biggest downside is how slow revenue grid is, setting up sequences you need to be efficient and it holds you back. **What problems is Revenue Grid solving and how is that benefiting you?** It helps me reach multiple people at a time. A vast difference from sending one-by-one emails. ### 40. Great Tool **Rating:** 5.0/5.0 stars **Reviewed by:** April T. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Being able to track emails into SalesForce, so other teams, departments and colleagues can stay in the loop with clients without having to be CC on a chain of multiple emails. **What do you dislike about Revenue Grid?** I have yet to identify a downside of the system. **What problems is Revenue Grid solving and how is that benefiting you?** It benefits me by not having to bother people or be CC'd on numerous emails. I can look into the system and find all the answers to my questions. ### 41. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Revenue Grid?** I am using the Revenue grid in my Salesforce Sales org to track the email. This is a very good feature **What do you dislike about Revenue Grid?** Sometimes my plugin gets disconnected from my Gmail. This needs to be fixed **What problems is Revenue Grid solving and how is that benefiting you?** I love that you can integrate activities and associate them with a contact or account while still working solely from within Outlook ### 42. My experience with Revenue Grid **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2023 **What do you like best about Revenue Grid?** I appreciate the ability to quickly track and sort all of my relationships; it is the most integrated CRM software I've used to date. **What do you dislike about Revenue Grid?** I wish there were more abilities to automate the processes used by Revenue Grid **What problems is Revenue Grid solving and how is that benefiting you?** Helping my organization easily and efficiently track relationships with entities across a wide variety of personnel and functions (e.g. consultants, relationship development, etc.) ### 43. Senior Analyst **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Revenue Grid?** Easy to use and links well with the current CRM system **What do you dislike about Revenue Grid?** You can not drag and drop when transferring information into the system. Opens a new window in the CRM system everytime instead of linking to an existing client. **What problems is Revenue Grid solving and how is that benefiting you?** Time management due to ease of use it saves time clicking into CRM system ### 44. Great tool for sales process automation **Rating:** 5.0/5.0 stars **Reviewed by:** Iryna M. | Chief Operations Officer, Board member, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2023 **What do you like best about Revenue Grid?** Easiness how I can simplify the process of contacts and accounts creation from my Office 365 mailbox. My team can also very easy creat opportunitities and saves files diretly from the mailbox. I love the deals dashboard as well. **What do you dislike about Revenue Grid?** all is good.no complaints in the meantime. **What problems is Revenue Grid solving and how is that benefiting you?** simplify the process of sales data collection. simplify the leads and opportunitites status. ### 45. A true partner - amazing support! Highly flexible tool to meet our customizations **Rating:** 5.0/5.0 stars **Reviewed by:** Darren K. | Director Global Operations, Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Revenue Grid?** Revenue Grid makes Outlook sync to Salesforce much easier than the free tool that comes with Salesforce. Their tool is extremely flexible and can handle any of our customization needs. Their team is incredible - they are willing to work with us to make sure our user experience is the best it can be. They have many different features that we utilize including Book Me/Calendar scheduling and automated sequencing. I love that we can customize all of these to meet our needs. **What do you dislike about Revenue Grid?** Syncing to Outlook is complex. Sometimes all the options available make it look more complex than it really is. When there is sync issue, they are very helpful in solving it, but it can take time to work through the technical details. Kind of expected though given the complexity of dealing with Outlook data. **Recommendations to others considering Revenue Grid:** Try is out in a sandbox environment first. I would also suggest that you over simplify the configuration at the beginning and add complexity as you go. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid allows us to easily add meetings and emails from Outlook to Salesforce with minimal effort from the user. It also allows us to not duplicate the meetings when there is more than one salesperson involved in the meeting. Additionally, their Book Me / Calendar scheduling tools saves a ton of time for our users. ### 46. The APP is very performing. Even the very precise and punctual assistance is an absolute plus **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Revenue Grid?** The APP is very performing. The fact that you can operate quickly without leaving the Outlook environment has become indispensable. At the moment it is used to the minimum of its potential. In the future we will introduce other facilities within the Commercial Department **What do you dislike about Revenue Grid?** Bar Layout Management is too constrained to Salesforce Layout. **Recommendations to others considering Revenue Grid:** Immediate results without code **What problems is Revenue Grid solving and how is that benefiting you?** Adoption of the CRM ### 47. Great Product All in One **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Revenue Grid?** Our team loves Time Slots & Book Me. What a time saver for sales teams. **What do you dislike about Revenue Grid?** The name. It's a bit confusing to teams. **What problems is Revenue Grid solving and how is that benefiting you?** Being able to save emails to cases. Time slots and book me are the 2 favorites. ### 48. Revenue grid has helped our transition to Salesforce be a lot smoother and more streamlined **Rating:** 5.0/5.0 stars **Reviewed by:** Tuesday H. | Customer Service Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Revenue Grid?** The feature that I utilize the most has been creating cases in Salesforce through emails that I receive in gmail. **What do you dislike about Revenue Grid?** So far I haven't experienced any negatives. The only thing I can think of is sometimes Revenue Grid disappears from my extensions in google and I have to reinstall **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid is making it a lot easier to create cases in Salesforce and have all the necessay information be there when we need it ### 49. this program has made logging activity super simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Revenue Grid?** Simplicity of logging sales activity. I like the fact it connects right into email. **What do you dislike about Revenue Grid?** There is really nothing I dislike about the program. **What problems is Revenue Grid solving and how is that benefiting you?** Having to log into a seperate system to log activities. ### 50. Direct engagement tie into Outlook and Salesforce **Rating:** 3.5/5.0 stars **Reviewed by:** Gandhi R. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Pulls Salesforce info as you look at an email/contact. **What do you dislike about Revenue Grid?** Still learning the best ways to utilize. **What problems is Revenue Grid solving and how is that benefiting you?** Multi-tasking between applications. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+21%3A46%3A24+-0500&secure%5Bsession_id%5D=680af3a3-68e1-416d-8690-4da3a2a53116&secure%5Btoken%5D=3a7cecec3906f192591f5bed29250ccea67746e2e1753aa5f1543c32921c063d&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 - Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Custom Reports - Dashboards - Goal Setting - 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)