Overview

Revenue Grid is a Salesforce-native revenue intelligence platform designed to streamline sales processes and enhance team performance. It automates the capture of emails, meetings, and tasks, ensuring all sales activities are logged into Salesforce without manual data entry. The platform provides sales engagement tools, revenue forecasting dashboards, pipeline inspection capabilities, meeting scheduling, and calendar synchronization. By integrating seamlessly with email and calendar systems (Outlook, Gmail, Google Calendar, Microsoft 365, Exchange, Google Workspace), it helps teams identify patterns, forecast outcomes, and maintain consistent communication with prospects to drive revenue growth. It is best suited for sales teams using Salesforce who want to reduce manual admin work and gain actionable insights into their pipeline.

Key Features

Activity Capture 360

Automatically logs emails, meetings, and tasks into Salesforce, eliminating manual data entry. Supports native sync with Microsoft 365, Microsoft Exchange, and Google Workspace. Captures emails to Contacts, Accounts, Opportunities, Cases, and custom objects with multi-record associations.

Sales Engagement

Provides tools for creating and managing multi-channel sales sequences (email, calls, LinkedIn, SMS) with templates, A/B testing, and analytics. Includes built-in dialer for making and logging calls in one click. All activities sync automatically to Salesforce.

Revenue Forecasting & True Pipeline

Offers pipeline inspection, deal insights, and forecasting dashboards. True Pipeline compares CRM fields with real buyer engagement to flag at-risk deals and inaccurate entries. Provides no-touch updates that adjust stages, close dates, and amounts automatically using a connected knowledge lake.

CRM Integration

Seamlessly integrates with Salesforce, Outlook, and Gmail. Works with Salesforce Managed Package for inbox sidebar access. Supports custom object sync, configurable field mapping, and indefinite data retention with no 24-month cap.

Inbox Sidebar

Allows users to access and update CRM data directly from their email inbox. View complete client records and interaction history, create/update Salesforce records and tasks without switching systems.

Meeting Scheduling

Provides personal booking links for clients to choose meeting times. Supports flexible scheduling controls: working hours, time zones, buffers, lead time, booking windows, meeting limits, and pre-meeting questions. Prevents double bookings with real-time calendar sync.

Calendar Sync

Two-way synchronization between Salesforce and Outlook, Exchange, Google Calendar. Automatically syncs event creation, updates, cancellations, recurring meetings. Captures notes, participation status, and meeting details. Supports delegated calendar access and team calendar collaboration.

RG Direct

AI chat assistant providing instant answers and guidance in seconds. Summarizes email threads, meetings, and account activity. Generates replies, follow-ups, and meeting notes. Answers questions about deals, contacts, and recent interactions.

RG Inspect

AI reevaluation of pipeline for complete visibility into deal health and risk signals. Uses a smart, connected knowledge lake to detect real deal risks beyond single actions.

Forecasting

Set of features with predictive models delivering accurate, real-time revenue forecasts. Provides live, rep-level visibility into forecasted pipeline health.

Team Analytics

Performance analytics suite correlating activity with outcomes to drive optimization. Shows team activity levels, engagement across deals and accounts, coaching needs, and execution measurement by user, team, or region.

Sales Cadences

Workflow engine automating structured, multi-channel outreach. Build multi-channel sales sequences with templates, A/B testing, and analytics. Personalized outreach at scale, synced with Salesforce.

Meetings Assistance

End-to-end meeting assistance covering preparation, execution, and follow-up. AI meeting briefs before the call, notes and action items after. Updates Salesforce automatically.

Deal Guidance

Recommendation engine delivering contextual steps to accelerate deals and the status of the deal. Provides AI-driven next steps and revenue signals directly in the sidebar.

Pros & Strengths

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Seamless CRM Integration: Effortlessly syncs with Salesforce and email platforms to keep data up to date. Supports custom objects, configurable field mapping, and indefinite data retention.

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Time-Saving Automation: Automated logging reduces manual data entry, allowing sales reps to focus on selling. Captures 110,000+ emails without rep reliance (Vapotherm case study).

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Actionable Insights: Provides valuable analytics for sales forecasting and performance tracking. True Pipeline offers multi-layered risk detection and real-time pipeline updates.

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User-Friendly Interface: Intuitive design facilitates quick adoption by sales teams. Inbox sidebar and built-in dialer keep workflows in familiar environments.

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Flexible Scheduling & Calendar Management: Personal booking links, flexible scheduling controls, and two-way calendar sync prevent conflicts and reduce coordination friction.

✓

Multi-Channel Sales Sequences: Automates personalized outreach across email, calls, LinkedIn, and SMS with A/B testing, analytics, and team collaboration features.

✓

AI-Powered Intelligence: RG Direct, RG Inspect, and RG Mentor provide instant answers, pipeline reevaluation, and contextual guidance. AI chat for team analytics delivers clear answers instantly.

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Transparent Tiered Pricing: Pricing plans starting at $30/month with clear feature differentiation across Activity Capture 360, Knowledge Capture, and Revenue Grid Ultimate tiers.

Cons & Tradeoffs

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Learning Curve: Some users find certain features complex and require time to master, especially advanced configuration options.

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Customization Limitations: Limited flexibility in tailoring certain aspects to specific business needs despite configurable capture rules.

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Occasional Performance Issues: Users have reported occasional lags or bugs in the system.

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Salesforce Dependency: Requires a Salesforce environment for full functionality; not a standalone CRM solution.

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Advanced Features Gated to Higher Tiers: True Pipeline, Forecasting, Team Analytics, Meetings Assistance, and Deal Guidance are only available in Revenue Grid Ultimate tier.

Known Limitations

• Pricing is not publicly listed and requires contacting the vendor for a custom quote.

• Requires a Salesforce environment for full functionality.

• Advanced features like True Pipeline are included only in Ultimate tier.

• Some configuration options may require technical expertise to optimize.

Pricing & Plans

Model: subscription

USD30 /month

Tiered subscription pricing starting at $30/user/month for Activity Capture 360, $49/user/month for Knowledge Capture, and $149/user/month for Revenue Grid Ultimate. Founder pricing available for early AI access. Professional services, dedicated hosting, and advanced customization available at additional cost. Free trial available.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-20

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