--- 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. Easy to use app to handle salesforce basic functions from Outlook taskbar **Rating:** 4.0/5.0 stars **Reviewed by:** George K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2019 **What do you like best about Revenue Grid?** easy to use, clear environment and excellent connectivity Salesforce with outlook. the admin can take a snapshot of a Salesforce account in just a sec and can arrange tasks to other user's more effectively than doing that from the Saleforce interface. **What do you dislike about Revenue Grid?** activity history on Salesfoce is not on the info provided at Smart cloud Outlook task bar. customization is not available at all fields as mapping with custom fields of Salesforce is not given as an option. **Recommendations to others considering Revenue Grid:** It is highly recommended to all those looking to save time from Salesforce data entry. **What problems is Revenue Grid solving and how is that benefiting you?** we can manage Salesforce without using it. updates and tasking are easier which eventually leads to a more productive account handling. ### 2. Time saver and a great tool to use and integrate with emails! **Rating:** 5.0/5.0 stars **Reviewed by:** David A. | Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2019 **What do you like best about Revenue Grid?** SmartCloud is well worth having with Outlook. A great way transfer data from outlook and saves you time getting information into client files, tasks, and meetings. Well worth the money! **What do you dislike about Revenue Grid?** Nothing. It may not find ever customer when attempting to connect to Salesforce but very accurate. My company decided to go with a different CRM and I will not longer be able to use SmartCloud. **Recommendations to others considering Revenue Grid:** You won't regret implementing SmartCloud. **What problems is Revenue Grid solving and how is that benefiting you?** This program helps workflow efficiency and encourages thorough note-taking! ### 3. Awesome connectivity and features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Revenue Grid?** I like the ability to be able to add emails and especially attachments form Outlook - which everyone uses- and the ability to view and edit records right inside the Outlook program **What do you dislike about Revenue Grid?** The product is on the spendy side for a small business but still the advantages are huge. The program wil at a certain point open a browser and take the user to Salesforce.com where I'd like to stay in SmartCloud to do my work right there. **Recommendations to others considering Revenue Grid:** If you use Microsoft Outlook this product is for you **What problems is Revenue Grid solving and how is that benefiting you?** We can streamline Tasks - I can have my tasklist right inside Outlook and check them off as I complete them without ever having to see Salesforce. I can speed document collection - No more having to take ten steps to attach a document to a record. I can attach it with three clicks! No more digging in Salesforce for a record I can do this without leaving Outlook ### 4. A great calendar synchronization tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Animation | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2019 **What do you like best about Revenue Grid?** Incredibly easy and useful calendar synchronization tool. We don’t get anymore duplicate meetings when two or more people are involved in a meeting. This has saved countless of hours for our team. **What do you dislike about Revenue Grid?** We don’t like how we are not able to insert a dynamic chart or graphic in the email body for outgoing mail. **Recommendations to others considering Revenue Grid:** Find out what type of goals you want to reach. If your primary goal is getting your Salesforce data to Outlook, and synchronize data the way according to your needs - then SmartCloud Connect will tick all your boxes. **What problems is Revenue Grid solving and how is that benefiting you?** We have made booking meetings and managing calendars easier. Now we don’t have to keep track of a number of calendars, we only work with one and it works flawlessly. ### 5. Keeping Salesforce Updated **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2019 **What do you like best about Revenue Grid?** Great way of keeping accounts in salesforce updated with the latest information and communications with customers and partners **What do you dislike about Revenue Grid?** It would be great if SCC had its own email template function as the one in SF is hard to use. Along with automated email, function to stay on top of follow-ups. **What problems is Revenue Grid solving and how is that benefiting you?** Adding new accounts to Salesforce while sending an initial email makes keeping SF up to date where I can easily track all activity. ### 6. works good **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan C. | Senior Loan Strategist & Certified Reverse Mortgage Planner, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2019 **What do you like best about Revenue Grid?** you can add contacts from email right into salesforce **What do you dislike about Revenue Grid?** I don't really have anything i don't like about it i don't think. **Recommendations to others considering Revenue Grid:** just get it... **What problems is Revenue Grid solving and how is that benefiting you?** save time by adding contact information. ### 7. Amazing Product....saves so much time trying to find emails. Works great with Salesforce. **Rating:** 5.0/5.0 stars **Reviewed by:** Philip L. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Revenue Grid?** All your emails both sent and recieved are logged to each account automatically. You don't have to remember to do it. Helps keep a great thread of all the communication. Allows input directly from Outlook to Salesforce so it's easy to capture the information. **What do you dislike about Revenue Grid?** It took a bit to get everything integrated. Once it was all set up and running it's been seemless. **Recommendations to others considering Revenue Grid:** Try the trial version and you will really be hooked. **What problems is Revenue Grid solving and how is that benefiting you?** Automatically syncs all my contacts to my phone as well so I know who is calling. Indicates which emails have not been tracked by our CRM. ### 8. Amazing! Cut down data entry time by at least half **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2019 **What do you like best about Revenue Grid?** The direct sync to salesforce and the fact that it populates information automatically from the emails you receive. **What do you dislike about Revenue Grid?** That it's not free. I would love to have the option to maybe have a monthly personal membership instead of a yearly one for the company. **What problems is Revenue Grid solving and how is that benefiting you?** Definitely decrease human error in data entry. Productivity is up as well. ### 9. Strategic Account Director **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2019 **What do you like best about Revenue Grid?** Ability to add contacts, opportunities, and Accounts **What do you dislike about Revenue Grid?** Not able to pull in titles from signatures **Recommendations to others considering Revenue Grid:** A better way to incorporate signatures from emails **What problems is Revenue Grid solving and how is that benefiting you?** getting data into salesforce ### 10. really helpful tool for business development **Rating:** 5.0/5.0 stars **Reviewed by:** Gianmarco M. | marketing officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2019 **What do you like best about Revenue Grid?** The simplicity in use, just one click to save mails in salesforce to feed CRM machine. **What do you dislike about Revenue Grid?** very little, once the salesforce has been disconnected and it has been required to login again but I guess is more an issue form Ofice365 **Recommendations to others considering Revenue Grid:** good choice **What problems is Revenue Grid solving and how is that benefiting you?** It was a great improvement sicne the mail client in salesforce is crap, now we all use outlook for our conversion flows, it is more effective too sicne prospects receive a 'regular' mail as opposed to the saleforce 'promotional' templates or plain text ### 11. Long terms of use - takes some time to get used to but great functionalities **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2019 **What do you like best about Revenue Grid?** My favorite feature is the auto-sync that allows for our sellers to activate and not think about it. Then, from our end, we can report on their activity just to get some insight on who is reaching out to who. Soon enough, we can use these details to define KPI's and see which folks on the client end are most effective in a deal **What do you dislike about Revenue Grid?** There is a lot of logic and some customization that takes time to get used to. There also doesn't appear to be a clear way of knowing whether an email was inbound or outbound - they all register as outbound. Also, there is no way of bulk tracking open rate, just one by one and from within Outlook. Some macro reporting abilities here would be useful. **Recommendations to others considering Revenue Grid:** Be willing and ready to communicate with the teams (they're very responsive) in order to help understand the system. You're backend admin team should also be on board to help with the integration as they will need to be lightly involved for some dev work. **What problems is Revenue Grid solving and how is that benefiting you?** Tracking the count of logged activities and meetings in Salesforce Scheduling meetings and sending meeting suggestions from the UI **Official Response from Max Bondarenko:** > Thank you for your feedback. We noticed that some of the items you listed as issues should actually be configurable. Please reach out to our head of Customer Success at Andriy.chernyuk@invisible.io and he would be happy to connect you with someone from our Customer Success team who can help you solve the issues you’re facing. ### 12. Perfect for Quick Notes **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2019 **What do you like best about Revenue Grid?** Like that it pulls up the customer and allows for notes without getting into SalesForce. **What do you dislike about Revenue Grid?** Not all features sync correctly. Would be most helpful to have the same data inputs as in SalesForce. **What problems is Revenue Grid solving and how is that benefiting you?** Ease of use implementing notes! ### 13. Efficient and smart **Rating:** 5.0/5.0 stars **Reviewed by:** Inessa K. | Customer Success Manager, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** April 12, 2019 **What do you like best about Revenue Grid?** The Calendar features! I indeed love the functionality of meeting booking page and the ability to share time-slots. I’ve tried a lot of their competitors though in terms of efficiency and functionality haven’t used any better tool yet. **What do you dislike about Revenue Grid?** Nothing — it all just works and makes things easier. **Recommendations to others considering Revenue Grid:** Take the trial... but be warned, you will be hooked **What problems is Revenue Grid solving and how is that benefiting you?** Keeping track of correspondence... gives a much fuller picture of interactions with the client. No need to trawl through emails looking for the one you forgot to attach. ### 14. Excellent Salesforce Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin M. | Associate Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2019 **What do you like best about Revenue Grid?** Smartcloud Connect works much faster and is more thorough than any of the other integration tools I've tried. It also integrates with mobile versions of Outlook, making it much easier to log communication correctly no matter what device I'm using. **What do you dislike about Revenue Grid?** We found the price point to be on the high side, but the product does do a better job than any of its competitors. **Recommendations to others considering Revenue Grid:** There is no faster, smoother Salesforce integration that I've found at this time for logging emails from Outlook. **What problems is Revenue Grid solving and how is that benefiting you?** It has reduced the time I spend waiting for similar tools to load content and enable me to log emails to Salesforce. It's a great time-saver. ### 15. Amazing Sync **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2019 **What do you like best about Revenue Grid?** Flawless sync, great user interface and a pleasure to use **What do you dislike about Revenue Grid?** I wish it would sync without an email address **Recommendations to others considering Revenue Grid:** It works really well to sync between office 365 and salesforce **What problems is Revenue Grid solving and how is that benefiting you?** none so far ### 16. SmartCloud Connect has helped us save a lot of time doing redundant work and focus on selling **Rating:** 5.0/5.0 stars **Reviewed by:** Elena D. | Country Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2019 **What do you like best about Revenue Grid?** The ability to do everything within Outlook without interruptions into Salesforce and our document management system. SmartCloud Connect also provides real time notifications on email open rates which pretty cool and helps us in pushing our deals forward. **What do you dislike about Revenue Grid?** I have yet to find something I didn't like about this product. **Recommendations to others considering Revenue Grid:** I would definitely recommend SmartCloud Connect, though to make sure you’re using the maximum of its value, you’d better ensure you set up all settings the right way. **What problems is Revenue Grid solving and how is that benefiting you?** Our sales reps can easily autolog their emails, calendar events and every little detail they need without having to go to Salesforce. And that in turn helps us to always keep Salesforce updated and the sales people focus on what matters most. ### 17. Saves me lots of time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Revenue Grid?** The add on is easy to use and allows me to verify with salesforce what account to log the email to. Plus i can add an email directly and create a new person relationship right from outlook with out logging into salesforce. Saves lots of steps. **What do you dislike about Revenue Grid?** Some times does not connect if you have a weak WiiFii signal. Just have to wait or turn on a hot spot. **Recommendations to others considering Revenue Grid:** Call them when setting up . makes it much easier. **What problems is Revenue Grid solving and how is that benefiting you?** all my emails have to be logged into an account. SmartCloud allows for it to do it with a click of the add-on in the tool bar. ### 18. Hit and Miss With SmartCloud Connect **Rating:** 3.5/5.0 stars **Reviewed by:** Peter F. | Regional Business Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2019 **What do you like best about Revenue Grid?** Being able to attach emails directly to the account name or person from Outlook. **What do you dislike about Revenue Grid?** Clunky, temperamental and is time consuming compared to the Salesforce for outlook app. **Recommendations to others considering Revenue Grid:** Wait for an update if it still too clunky. Good tool none the less. **What problems is Revenue Grid solving and how is that benefiting you?** No real business problems, just able to track my own activity so my director can do the same without chasing me about it. ### 19. Great add-on for Outlook to speed Entry **Rating:** 4.0/5.0 stars **Reviewed by:** Alex Z. | Regional Sales Representative - West, Chemicals, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2019 **What do you like best about Revenue Grid?** The auto filling of fields with new contacts and ability to create accounts, contacts, opps etc right from outlook is great. Seamless contact syncing with mobile devices as well. **What do you dislike about Revenue Grid?** Sometimes on a slow internet connection can take a while for the add-on to load. **Recommendations to others considering Revenue Grid:** Great time saver, to any sales facing organization using Salesforce CRM it really improves efficieny **What problems is Revenue Grid solving and how is that benefiting you?** Time spent doing data entry ### 20. Smartcloud Connect has increased the efficiency of our business. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2019 **What do you like best about Revenue Grid?** Smartcloud connect is a very simple 1 time setup which we found helpful for our users. Its sync tool with outlook makes it very easy for our sales guys to track their engagement with their clients without having to take the extra time to manually log each email on Salesforce. Its side panel within outlook is great for when our users want to quickly add/update their clients on Salesforce. **What do you dislike about Revenue Grid?** There is not much we dislike about the product. From an admin perspective it would be nice to have a bit more in-house control, for example the ability to manage the licence applications. **Recommendations to others considering Revenue Grid:** I would recommend reviewing all the additional functionality that you get with SmartCloud and ensure it's right for your business, and if it is like it was ours then go for it. **What problems is Revenue Grid solving and how is that benefiting you?** The main business problem we are solving with SmartCloud Connect is process efficiency. Before use of the tool our Sales users were spending a lot of time recording activity on Salesforce and it was a very manual process. By using SmartCloud Connect, this is all managed for them and they can focus more on their clients. ### 21. SmartCloud works cross platform (Mac & PC) for my team **Rating:** 4.5/5.0 stars **Reviewed by:** Fred P. | Regional VP, Enterprise Sales - Northeast, MidAtlantic, Southern Regions, Enterprise (> 1000 emp.) **Reviewed Date:** October 29, 2018 **What do you like best about Revenue Grid?** I like the ability for SmartCloud to effectively work cross platform (Mac & PC) for my sales team as well as the ability to reliably sync email communications and attachments. I cannot express both of these points enough since SmartCloud has been my second provider where the first provider was wildly unreliable in working on both the Mac & PC platforms and syncing of email communications. **What do you dislike about Revenue Grid?** Syncing of emails creates a task for each email which caused a massive amount of task notifications for us before a setting was changed by our admin. The syncing of attachments currently syncs all attachments which means every image in an email auto-signature. That is annoying and there should be a better way to sync all of a certain size, type, etc. **Recommendations to others considering Revenue Grid:** Call them and talk thru your business challenges. They seem eager to help and very accommodating. **What problems is Revenue Grid solving and how is that benefiting you?** Salesforce use and adoption by my team as well as automation in terms of capturing communication and attachments. **Official Response from Max Bondarenko:** > Fred, Thanks for a review. SmartCloud Conect does have a filter for syncing attachments. In other words you can exclude all JPEGs that are less than 20kb from syncing to Salesforce. Contact support@invisible.io if you have questions on how to enable this. ### 22. Great tool for sales acceleration **Rating:** 5.0/5.0 stars **Reviewed by:** Kateryna K. | Head of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2019 **What do you like best about Revenue Grid?** The ease of use and adoption for our users and the fact that ROIs do prove themselves as promised. **What do you dislike about Revenue Grid?** Personally, I don’t like the UI, it’s a little heavy on the detail. **Recommendations to others considering Revenue Grid:** There is a number of email integrations out there for Salesforce. If you are actively searching for an integration, know that it is well worth the time and money. **What problems is Revenue Grid solving and how is that benefiting you?** We are now able to quickly associate emails with the corresponding records in Salesforce, so I don't need to copy-paste data from Outlook or Salesforce. And it’s very handy that we can see when people have or haven’t opened their emails, so we can follow up accordingly. ### 23. SmartCloud Connect is a great time and entry saver!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Steve P. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2019 **What do you like best about Revenue Grid?** When getting an email from someone that is not currently in our Salesforce Database it makes it very easy to enter them and create and account seamlessly within Outlook. It makes it much faster and able to do it now! **What do you dislike about Revenue Grid?** It takes a while to render or refresh the page, which I believe is more of a Salesforce issue than the SmartCloud Connect issue. **What problems is Revenue Grid solving and how is that benefiting you?** Entry is immediate versus I'll get to it later - which may not every happen. It also makes entering Accounts much easier than going to Salesforce to do it. ### 24. Getting More Done with Less Effort **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Revenue Grid?** The ability to work in email and saving keystrokes! I don't have to constantly switch back and forth. **What do you dislike about Revenue Grid?** I can't really think of any downsides. Perhaps that search is not the first choice you get when a company does not pop up... think search should be more intuitively accessible. **Recommendations to others considering Revenue Grid:** Make it mandatory from the minute employees walk in the door. They may think you are micro managing, but they will thank you later! **What problems is Revenue Grid solving and how is that benefiting you?** We have more consistency with people saving things to records to leave a path for the next guy. ### 25. Helps track activities but not sales process **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2019 **What do you like best about Revenue Grid?** it would be nice to have make it easier to add contacts to the right opportunity and to have meetings created in outlook sync with connect vs. the other way around. **What do you dislike about Revenue Grid?** assigning tasks, meeting invites and needing to add contacts to have it sync. Seems to be double work to have outlook, zoom meetings etc. Plus every page in salesforce takes a while to load vs. outlook. also connect does not track internal messages regarding sales for an opportunity. **Recommendations to others considering Revenue Grid:** I personally do not think it is necessary to implement. **What problems is Revenue Grid solving and how is that benefiting you?** I think it may help mediamath track the overall sales process but for me as a sales manager it does not help very much. ### 26. Sr.Presales Project Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2019 **What do you like best about Revenue Grid?** User friendly. Easy to insert information quickly. **What do you dislike about Revenue Grid?** Little bit slow. The plug in of Outlook required good hardware for effective work. **Recommendations to others considering Revenue Grid:** That software is supporting me very well and happy to find and use it. Their sales and technical team also supporting the customers very good. **What problems is Revenue Grid solving and how is that benefiting you?** My company is following to my events and tasks over Salesforce. Inserting those information is very hard over salesforce web interface. But it is very easy to do it over SmartCloud Connect. ### 27. Helps Achieve Efficiencies In So Many Ways! **Rating:** 5.0/5.0 stars **Reviewed by:** Stuart B. | Director of Pre-Sales, Americas, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2018 **What do you like best about Revenue Grid?** Allows users to create Salesforce Tasks directly from an Outlook Event, supporting record types and required fields. Provides intelligent lookups for parent records. Makes data entry a breeze! **What do you dislike about Revenue Grid?** I'd love to have the tool support Salesforce Shared Calendars. I want to move a KM-based calendar to Salesforce and and use this to easily move Outlook events into the Shared resource. This is not yet supported. **Recommendations to others considering Revenue Grid:** An amazing tool. Built well and does the job. The product team is willing to enhance capabilities when needed. **What problems is Revenue Grid solving and how is that benefiting you?** My team lives in Outlook. That's where we receive invitations from internal and external parties. But only a subset of these events need to be moved into Salesforce. Now we can selectively push the desired events into Salesforce with one or two mouse clicks. Additionally, we need to create Salesforce Tasks against specific Outlook events. Again, this tool comes to the rescue and makes the process a breeze. I highly recommend anybody that moves data between Outlook and Salesforce to evaluate this product. ### 28. Makes tracking easy and saves time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2019 **What do you like best about Revenue Grid?** The integration with Salesforce has been extremely beneficial for tracking emails and categorizing them, without having to dual data entry in Salesforce itself. I also love the scheduling features for setting appointments easily. Our account managers love it for attaching documents from emails. **What do you dislike about Revenue Grid?** Nothing! This is the most complete and thorough system I have used. The only drawback is upon first launching it can be slow to load. **Recommendations to others considering Revenue Grid:** Best one-stop platform! **What problems is Revenue Grid solving and how is that benefiting you?** SmartCloud makes me more efficient with logging tasks and follow ups and saves me time from having to log the details in another system. It also enables me to not have to use another scheduling system. ### 29. Great tool for any sales role **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2019 **What do you like best about Revenue Grid?** I like the ease of SmartCloud Connect, their Calendar features, and how it integrates with our enterprise tech stack. **What do you dislike about Revenue Grid?** Honestly there is not anything that comes to mind when I think of what I dislike with SmartCloud Connect. **Recommendations to others considering Revenue Grid:** I would highly recommend this product. And even if you happen to face some customization needs or questions, they are great at responding and resolving issues. **What problems is Revenue Grid solving and how is that benefiting you?** The product has solved all our meetings back and forth. We have a number of clients that work all around the country and before using SmartCloud Connect, we’ve always spent endless emails threads for simply agreeing on the time for meeting. Their Calendar features have literally made us dozens times more productive, immensely cool and helpful. ### 30. One of the best Outlook extensions for salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Stacy L. | Sales Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2018 **What do you like best about Revenue Grid?** I was looking for a new extension that would help me track activity in salesforce through my outlook. I do a big portion of my work responding to emails and following up with clients and all I have to do is save my work and it automatically loads into salesforce. When I have my daily sales review, I can show all of my activity for the day without having to manually add it in salesforce. This extension has saved me so much time, i love it~ **What do you dislike about Revenue Grid?** The only thing that I dislike is that it costs money after the trial is done. I guess this is expected but most companies will not pay for additional extensions. I would love to have a free version, even if it didn't have all of the capabilities. **Recommendations to others considering Revenue Grid:** The 30 day trial really helps you get used to the product and familiar with it so you can make the best decision. I think it's the best **What problems is Revenue Grid solving and how is that benefiting you?** As a sales rep, I have to present daily to my manager my activity for the day. Using SmartCLoud, I am able to do my work and seemlessly integrate my outlook with salesforce to track my activity. At the end of the day when i run the report, It will all be populated for me, saving me a huge amount of time. It will also notifiy you when you have a new contact on an email so I can update that clients profile. It keeps everything organized and that is difficult to do as a rep. ### 31. SmartCloud is very helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Jens B. | Country Manager DACH, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2019 **What do you like best about Revenue Grid?** easy way to add contact details and to create new leads in SFDC **What do you dislike about Revenue Grid?** everything beyond adding contact details and leads is difficult to understand, usability could be better **Recommendations to others considering Revenue Grid:** great for email management and lead management. Implementation with SFDC works well. UI could be improved **What problems is Revenue Grid solving and how is that benefiting you?** much easier to add leads and to track emails ### 32. Good productivity measurement tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2019 **What do you like best about Revenue Grid?** The thing I like the most about Smartcloud is that it allows you to connect my daily tasks and activities with my Salesforce account, keeping track of my score and enabling me to benchmark against my peers. **What do you dislike about Revenue Grid?** I don't dislike anything in particular. I have been using Smartcloud for the last few months and I think does the job relatively simply and correctly. **Recommendations to others considering Revenue Grid:** Make sure to review and make use of all functionalities. **What problems is Revenue Grid solving and how is that benefiting you?** Connecting sales engagement and efforts directly with salesforce opportunities / benchmarking vs. peers within my company. ### 33. Convenient and Increases Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Revenue Grid?** The most convenient aspect of SmartCloud connect was the ability to extract my contacts list from Salesforce and have those numbers auto recognized when an otherwise unknown number called. **What do you dislike about Revenue Grid?** Although I did not personally experience any issues while using SmartCloud connect via my Apple, some coworkers had trouble linking via Outlook, especially after Microsoft updates. **What problems is Revenue Grid solving and how is that benefiting you?** The ability to log emails into Salesforce directly without having to manually copy/paste correspondence as a separate task has increased my productivity greatly. Being able to quickly identify an account without having prospect or customer information stored to my personal cellular device is also a huge attribute. ### 34. Excellent add-in for Outlook and Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Jacques G. | Vice-président ingénierie, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2018 **What do you like best about Revenue Grid?** Can do almost all data input from add-in. Data entry from Salesforce only for special tasks. Also, integration within Outlook is almost perfect. One nice feature is schedule time slots availability. One can send several choices of schedule times and receiver, when picking one, the plug-in will remove that choice from available choices. **What do you dislike about Revenue Grid?** Customization can be a bit tedious, but fortunately, it is required very little often. Add-in interface can be intimidating at first, but learning curve is fast. **Recommendations to others considering Revenue Grid:** Integration with Outlook: check; Ease of use: check; Customization: fairly easy; Time to load data: fast; Automatic updates: check; **What problems is Revenue Grid solving and how is that benefiting you?** For us, working on Salesforce data within Outlook was a must. We checked several tools and products, and SmartCloud Connect is simply the best integration with Outlook that we found. It helps a lot avoiding duplicate entries in tasks, contacts and calendar entries. ### 35. Makes getting information into SFDC so much easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Jason P. | Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Revenue Grid?** Automation of activity. Once you have done your setup, activity automatically gets synced to SFDC via email domains. Ability to add attachments to an object right from outlook or OWA. I use it exclusively with OWA(outlook web access) and it works great. **What do you dislike about Revenue Grid?** There have been glitches, but they have been very quick to fix. I can't think of one negative incident in the last 6 months. Has been very solid. **Recommendations to others considering Revenue Grid:** This is one of those add ons that save you a ton of time and pay for themselves even with light use. **What problems is Revenue Grid solving and how is that benefiting you?** It makes field sales life easier, because you are able to set it and forget it. I'm able to transfer files from email to a specific opportunity in one step. Adding contacts from email saves tons of time and makes you more apt to actually add information. ### 36. Will meet all of your needs **Rating:** 5.0/5.0 stars **Reviewed by:** Daniil K. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2019 **What do you like best about Revenue Grid?** I like this tool since I basically don’t need to go to my CRM anymore which save me time. Scheduling feature is a nice addition too. Overall the product is pretty quick and customizable. **What do you dislike about Revenue Grid?** I wish it had a send later feature and maybe a few other bells and whistles but it is okay for the price as it is. **Recommendations to others considering Revenue Grid:** Make sure you have good communication with csm team, they are ready to be very helpful and improve your routine work if you outline your requirements properly. **What problems is Revenue Grid solving and how is that benefiting you?** It allows easily adding data to crm that I would otherwise had to spend my time on. ### 37. SmartCloud Connect Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Revenue Grid?** You can map to customize fields and it shows when emails are opened and read by recipients. **What do you dislike about Revenue Grid?** The configuration process was difficult to say the least. As an admin, I created the configuration at first and then another admin picked up my configuration but was not able to turn it on for the entire company. **What problems is Revenue Grid solving and how is that benefiting you?** We are trying to find an integration between Outlook and Salesforce. It is a very manual process to add each email to every record in Salesforce and it takes up valuable time that sales could use for selling. ### 38. A solid solution for appointment and email tracking with Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Revenue Grid?** Allows to use Outlook for Mac and integrate on the go with Salesforce saving time, also available under iOS which is a big help for mobility solutions **What do you dislike about Revenue Grid?** Not always connecting and seems to be buggy / not loading quickly enough **What problems is Revenue Grid solving and how is that benefiting you?** Automated linking emails and meetings to Salesforce contacts / opportunities ### 39. Easy to use and great system but frequent sync problems **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2019 **What do you like best about Revenue Grid?** How easy it is to sync emails to opportunities so other stakeholders within the business can have a look at wider context. **What do you dislike about Revenue Grid?** I often find the syncing can take some time and also not sync at all resulting in me giving up. I also don't think the sync of meetings/calls to opportunities/contacts is super precise. **What problems is Revenue Grid solving and how is that benefiting you?** Further tracking my commercial initiatives within SFDC alongside the opportunities I work on and the contacts I engage with. ### 40. Easy to set up and use. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2019 **What do you like best about Revenue Grid?** The simplicity of setting up on my multiple machines (desktop/laptop etc) **What do you dislike about Revenue Grid?** I was not warned to disconnect other services before installing. Ended up with infinite duplication of calendar entries. **Recommendations to others considering Revenue Grid:** Better training of the product before implementation **What problems is Revenue Grid solving and how is that benefiting you?** integrating email with CRM ### 41. Works pretty well but wish it had more **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2019 **What do you like best about Revenue Grid?** I love the auto filling for the emails logging to opportunities. I like the autoloading as well. **What do you dislike about Revenue Grid?** I wish it would be easier to map events to opportunities in Salesforce. **Recommendations to others considering Revenue Grid:** Better calendar mapping. **What problems is Revenue Grid solving and how is that benefiting you?** Logging all trransactions for client health. **Official Response from Max Bondarenko:** > Thank you for your feedback. We noticed that some of the items you listed as issues should actually be configurable. Please reach out to our head of Customer Success at Andriy.chernyuk@invisible.io and he would be happy to connect you with someone from our Customer Success team who can help you solve the issues you’re facing. ### 42. Ease of use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2019 **What do you like best about Revenue Grid?** Easy to click to track emails into Salesforce **What do you dislike about Revenue Grid?** The inability to track appointments/meetings, which comes with a cost that my company is not willing to pay. **Recommendations to others considering Revenue Grid:** Ease of use **What problems is Revenue Grid solving and how is that benefiting you?** Emails are easily tracked in Salesforce. ### 43. Great product for ease in salesforce use! **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin V. | Business Development Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2019 **What do you like best about Revenue Grid?** I like how easy and effective it is! Saves me a lot of time and headache. **What do you dislike about Revenue Grid?** It could be a little faster, sometimes it can be slow. **What problems is Revenue Grid solving and how is that benefiting you?** I don't have to spend time putting emaIls in salesforce. ### 44. Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2019 **What do you like best about Revenue Grid?** Ease of finding information without going in to the site. **What do you dislike about Revenue Grid?** I would like it to be fully customizable, or easier to find out how to make it that way. **Recommendations to others considering Revenue Grid:** I would like to see it get better at clarity before I recommend it. **What problems is Revenue Grid solving and how is that benefiting you?** It did put things more in one place to find the main details I needed to keep informed and on top of everything without having to toggle to different places. ### 45. Great Way to Integrate Salesforce & Outlook **Rating:** 5.0/5.0 stars **Reviewed by:** Jenna R. | Accout Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Revenue Grid?** I love that it connects Outlook to Salesforce and I don't need to enter a lead twice. **What do you dislike about Revenue Grid?** Sometimes it takes a bit to pull up in Outlook. **What problems is Revenue Grid solving and how is that benefiting you?** Double work and I'm able to track opens. ### 46. Must have product for salesforce users **Rating:** 5.0/5.0 stars **Reviewed by:** Pavlo P. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2019 **What do you like best about Revenue Grid?** SmartConnect just saves me a ton of time, no brainer for the price. Our entire team is using it and now we cant imagine our lives without it. Special thanks to the CSM team is very responsive and always helpful **What do you dislike about Revenue Grid?** it might be slow on the initial outlook start but I guess it’s an ok behaviour for such a product. **What problems is Revenue Grid solving and how is that benefiting you?** Seeing all customer data next to emails and saving data to salesforce. Adding leads and updating opportunity data is also convenient. ### 47. Saves a tremendous amount of Time. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2019 **What do you like best about Revenue Grid?** Not having to leave my inbox to log calls and find important information. **What do you dislike about Revenue Grid?** Haven't found anything that I am not happy with. **What problems is Revenue Grid solving and how is that benefiting you?** Easy to look back at notes in one location. ### 48. Awsome Plugin **Rating:** 4.5/5.0 stars **Reviewed by:** Sören K. | Gebietsverkaufsleiter, Enterprise (> 1000 emp.) **Reviewed Date:** May 14, 2019 **What do you like best about Revenue Grid?** Very fast and helpfull in Daily use. Makes Tracking and Follow ups very easy **What do you dislike about Revenue Grid?** No automatic title copy in opportunitys! **What problems is Revenue Grid solving and how is that benefiting you?** Saving business conversations and Order conformations **Official Response from Max Bondarenko:** > Thank you for your feedback. We noticed that the issue you have mentioned should actually be configurable. Please reach out to our head of Customer Success at Andriy.chernyuk@invisible.io and he would be happy to connect you with someone from our Customer Success team who can help you solve the issues you’re facing. ### 49. Finally! The tool we have waited for! **Rating:** 4.5/5.0 stars **Reviewed by:** Erin M. | Director of Military and Family Programs , Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Revenue Grid?** SmartCloud integrates with all operating systems, can be scaled large and small for all types of companies and needs. The personalized customer support and launch assistance is immensely helpful. We have been beyond pleased. **What do you dislike about Revenue Grid?** We have had a bit of a learning curve to get the Outlook integration to match the individualized needs of our employees. That being said, it has not been an insurmountable problem. **Recommendations to others considering Revenue Grid:** Do the trial before you contact the company. Why? So you can have a good list of needs and questions ready. I promise, they will answer all of them so so quickly!! **What problems is Revenue Grid solving and how is that benefiting you?** We are a small nonprofit, with a very large national footprint. As a tiny team of paid employees, we are able to track and record a multitude of work related contacts with ease. In addition, our company is virtually based- so employees all over the nation can see changes to contacts in real time. ### 50. SmartCloud Connect - CRM in Outlook **Rating:** 4.5/5.0 stars **Reviewed by:** Ben P. | Product Integration Specialist, Telecommunications, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Revenue Grid?** SmartCloud Connect allows me to streamline my workflow - allowing me to enter and update entries from SalesForce in my Outlook window. It allows me to ensure that any relevant information regarding a customer or account is available to me - ongoing opportunities, contacts, demos etc. The customization options the add-on allows means the individual user experience can be tailored to a high degree - picking out only the important fields and settings that are needed. **What do you dislike about Revenue Grid?** I dislike that the add-on isn't a full replacement for the browser-based window - due to the response times from the server and the smaller work area, it is oftentimes easier and quicker to have a browser window open, even when all of the information can be gained through SmartCloud Connect. **Recommendations to others considering Revenue Grid:** Ensure you set up the various settings to get the most out of the product! **What problems is Revenue Grid solving and how is that benefiting you?** Streamlining my work - I'm able to create cases, demos and update customer information all through the add-on, directly next to the email which has triggered said case or demo. ## 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=52§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+07%3A03%3A42+-0500&secure%5Bsession_id%5D=d40ab144-cb2e-4099-a6b8-91c4b225ae23&secure%5Btoken%5D=73793f4454b02dc5e52d9e9cc08b9ace3c33778e0ec1ebb54368793b9d9fa059&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)