Revenue Grid
AI sales assistant software
Revenue operations & intelligence (RO&I) software
Email tracking software
Sales engagement software
Sales performance management software
Sales acceleration software
Sales analytics software
Business scheduling software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$30 per user per month
Free Trial unavailableFree version unavailable
Small
Medium
Large
- Information technology and software
- Healthcare and life sciences
- Professional services (engineering, legal, consulting, etc.)
What is Revenue Grid
Revenue Grid is a revenue operations and sales productivity platform that connects to Microsoft 365/Outlook and Salesforce to capture sales activity, improve CRM data quality, and provide pipeline and forecasting visibility. It is used by sales reps, sales managers, and revenue operations teams to automate activity logging, standardize sales processes, and monitor deal execution. The product emphasizes email/calendar-centric workflows, guided selling, and analytics based on captured communication and CRM signals.
Deep Outlook and Microsoft 365 fit
Revenue Grid is designed around email and calendar workflows, which can reduce context switching for teams that live in Outlook. It supports capturing emails, meetings, and related activities into CRM records to improve visibility. This is particularly relevant for organizations standardized on Microsoft 365 that want sales execution data without forcing reps to work primarily inside the CRM UI.
Automated CRM activity capture
The platform focuses on automatically logging and associating emails, meetings, and tasks with the right accounts, contacts, and opportunities. This can improve CRM completeness and reduce manual data entry, which is a common adoption issue in sales organizations. More complete activity data also supports more reliable pipeline inspection and coaching workflows.
Process guidance and pipeline insights
Revenue Grid provides sales process support such as reminders, next-step guidance, and visibility into deal execution based on captured activity. It also offers analytics intended for managers and RevOps to identify stalled deals, missing stakeholders, and gaps in engagement. These capabilities align with RO&I use cases where teams need operational signals beyond basic CRM fields.
Best fit for Salesforce-centric stacks
Revenue Grid is commonly positioned around Salesforce and Microsoft 365 integration, which can limit suitability for teams using other CRMs as their system of record. Organizations running multiple CRMs or non-Salesforce primary CRMs may face additional integration work or reduced feature parity. Buyers should validate supported CRM objects, permissions, and sync behavior for their specific environment.
Data governance and privacy overhead
Capturing email and calendar content introduces governance considerations such as retention, access controls, and handling of sensitive information. Some organizations require strict policies on what can be logged to CRM and who can view it. Implementation often needs coordination between RevOps, IT, and security to configure capture rules and compliance settings.
Adoption depends on workflow change
Although automation reduces manual entry, teams still need to align on processes (e.g., what gets logged, how opportunities are updated, and how managers inspect pipeline). If sales leadership does not enforce consistent usage, reporting quality can remain uneven. Buyers should plan for enablement and ongoing administration to keep rules, templates, and analytics aligned with the sales process.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Activity Capture 360 | $30 per user/month | Automated activity capture; real-time Salesforce integration; Inbox & calendar Salesforce sidebar; Online scheduling and in-mail time slot booking; Admin & configuration controls; Native Salesforce activity reporting. |
| Knowledge Capture | $49 per user/month | Includes Activity Capture 360 plus AI-powered chat and search across all sales data; Revenue-grade data lake. |
| Revenue Grid Ultimate | $149 per user/month | Includes Knowledge Capture plus True pipeline; Forecasting; Team analytics; Sales cadences; Intel assistance; Meeting assistance; Relationship intelligence; Deal guidance; RG Assistant; RG Mentor. |
| Founder Pricing | Contact sales | Special founder pricing for qualifying customers (early access to AI capabilities; contact Revenue Grid). |
| Professional services / Custom | Contact sales | Implementation & onboarding (one-time fee), advanced customization (subscription fees), Core Signals & Logic Apps configuration, premium success plans, dedicated hosting (subscription). |
Seller details
Revenue Grid, Inc.
San Diego, California, United States
2010
Private
https://revenuegrid.com/
https://x.com/revenuegrid
https://www.linkedin.com/company/revenue-grid
