8.7
SpotScore
Revenue Grid Review: Is It The Right Sales Engagement Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
GDPR
SOC 2Revenue Grid offers custom pricing plan
Hilton
Honeywell
Desjardins
Tripadvisor
VOLVOTrusted by teams including Hilton
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
Spotsaas Analysis for Revenue Grid
Revenue Grid at 4.1/5 from 579 reviews and SpotScore 8.7 is built for sales representatives who need to sync email and calendar data between Outlook and Salesforce without manual entry. Sales operations teams use it to manage scheduling across multiple team members and reduce time spent on meeting coordination. The platform replaces manual email logging and calendar management with automated synchronization.
Revenue Grid is sales engagement software that automates email, calendar, and meeting scheduling for sales teams. It reduces time spent on administrative tasks by syncing Outlook and Salesforce data automatically and handling multi-person scheduling without back-and-forth coordination.
Quick picks:
What is Revenue Grid?
Revenue Grid is a sales engagement platform used by over 25,000 companies to guide sales teams through structured workflows with less guesswork. Features include deal guidance, sales forecasting, automated data capture, Gmail integration, and sales coaching, with contextual notifications that flag areas for improvement and provide real-time pipeline visibility.
Pricing
Revenue Grid offers custom pricing plan
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Installed - Windows
Installed - Mac
Revenue Grid Software Demo
Revenue Grid was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Revenue Grid
- Use cases
- Sales teams focused on CRM integration, Enterprises needing streamlined sales workflows, Businesses requiring multi-user meeting scheduling
- Team types
- Sales representatives, Sales operations teams
- Company size
- Small Business, Large Enterprises
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose Revenue Grid
Seamless synchronization between Outlook and Salesforce
Simplified scheduling of client meetings involving multiple team members
Convenient integration with Gmail suite
Is Revenue Grid right for you?
Best for sales teams needing deep CRM integration and guided workflows.
Choose Revenue Grid if
- You require seamless synchronization between Outlook, Salesforce, and Gmail.
- Your sales process benefits from step-by-step guided workflows with actionable notifications.
- You need multi-user meeting scheduling to coordinate client appointments efficiently.
Consider alternatives if
- Your team lacks technical resources to handle medium complexity setup and customization.
- You want a simple, out-of-the-box sales tool without configuration or installation challenges.
What buyers should know before shortlisting Revenue Grid
Revenue Grid integrates directly with Outlook and Salesforce, pulling email, calendar, and contact data into a single interface. The "Book me" feature automates appointment scheduling.
Before shortlisting, verify that your Salesforce instance supports the connector version Revenue Grid requires—some older custom configurations block the sync. Installation requires Outlook add-in deployment, which may need IT approval in enterprise environments.
Test the email search function against your actual mailbox size during the trial; some users report slower performance with inboxes over 100,000 messages. Confirm that Revenue Grid's automation rules (email logging, activity capture) match your sales process—the platform assumes a Salesforce-first workflow and may require process changes if your team uses a different CRM as the source of truth.
Pricing is per-user, per-month. Verify whether your Salesforce license tier (Professional, Enterprise, Unlimited) qualifies for Revenue Grid's integration tier, as some editions require additional Salesforce API allocations.
Ask the vendor about data retention limits for archived emails and whether deleted Salesforce records trigger automatic purges in Revenue Grid's database.
Revenue Grid pros and cons
- Revenue Grid pros
Seamless synchronization between Outlook and Salesforce
Simplified scheduling of client meetings involving multiple team members
Convenient integration with Gmail suite
- Revenue Grid cons
Some features and customizations can be complex to install or configure
Occasional connectivity or navigation issues
Ready to try it?
Get started with Revenue Grid
Connect with the team for a personalised demo.
Still comparing?
See how it stacks up
Compare Revenue Grid side-by-side with top Sales Engagement Software alternatives.
What is the pricing of Revenue Grid?
Revenue Grid uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Revenue Grid Pricing Plans
Salesforce Data Auto-Capture
Salesforce integration for Inbox
Complete capture of sales data
Contextual CRM data in Inbox sidebar
Real-time scheduling and availability
Sales Sequences
Salesforce-native sales engagement
Automated emails, SMS, and calls
Deep email personalization
Smart account nurturing
Rules and automation for sequences
Show more +
Revenue Intelligence
Pipeline and deal inspection
Next step suggestions for reps
Actionable deal alerts
Deal scoring
Sales forecasting and reports
Show more +
Full Revenue Grid Platform
Complete, unified sales data
End-to-end sales cycle visibility
Complete digital coaching suite
AI suggestions throughout the sales cycle
Consistent messaging organization-wide
Show more +
Weighing your options?
Not sure if Revenue Grid fits your budget?
Revenue Grid reviews and ratings
Buyer sentiment
Users generally appreciate Revenue Grid for its seamless CRM integrations and workflow automation, though some report complexity in setup and occasional usability issues.
What buyers like
- Integration with Outlook and Salesforce
- Meeting scheduling features
- Automation and ease of use
Common complaints
- Complexity of installation and customization
- Connectivity and navigation issues
Are you using Revenue Grid?
What users are saying
RF
Rich F
02/08/24
"Wonder no longer"
What do you like best about Revenue Grid? Revenue Grid helps me assess the level of engagement from the clients and prospects I am engaging with What ...
Read more
AU
Anonymous User
01/04/24
"The perfect sidekick"
What do you like best about Revenue Grid? I often use the "Book me" feature. This way I can send a link to my customers, who can then schedule an ...
Read more
AU
Anonymous User
12/28/23
"Helpful connections"
What do you like best about Revenue Grid? The sync between outlook and sales force is quite handy and saves time. What do you dislike about Revenue ...
Read more
KS
Koert S
12/21/23
"Fast & Easy Access to Salesforce from Outlook"
What do you like best about Revenue Grid? The most helpful thing about Revenue Grid is that it allows me to continue my workflow in Outlook (where I ...
Read more
BH
Bri H
12/20/23
"Makes scheduling meetings for multiple teams super simple"
What do you like best about Revenue Grid? Our organization requires us to coordinate meetings with multiple teams, which makes scheduling complicated. ...
Read more
JM
Jeff m
12/19/23
"Great tool for mining prospects"
What do you like best about Revenue Grid? Easy to use, automaticly tracks and is fully integrated with Salesforce What do you dislike about Revenue ...
Read more
- See if Revenue Grid fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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What are the features of Revenue Grid?
CRM integration is a vital feature found in most modern software programs that helps businesses streamline their customer relationship manag…
Call List Management is an essential feature in software designed to streamline the process of managing calls. It enables users to create, o…
The process of listening in on employee calls to improve communication and customer service is known as call monitoring. It's most typically…
Material management is the end-to-end acquiring, designing, processing, and distributing of content. It is a set of methods and technologies…
Email automation is a powerful feature that allows businesses and individuals to streamline and optimize their email communication processes…
Email/Call Sequencing is a software feature that allows users to automate and organize their email and call communication. With this feature…
Inbox integration is a software feature that allows for the seamless merging of different types of communication channels into one central l…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
Performance analytics in sales is a powerful tool that helps businesses gain insights and make data-driven decisions to drive their sales st…
Sales activity automation is a powerful tool designed to streamline and simplify the sales process for businesses. It automates various task…
Team Management is a crucial aspect of any organization, as it involves coordinating and organizing the efforts of a group of individuals to…
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…
Revenue Grid security and data handling
Key compliance certifications and security features for IT and security teams evaluating Revenue Grid.
Certifications
Security features
Developer & data
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8.5
Very Good
Revenue Grid Customers
Hilton
Honeywell
Desjardins
Tripadvisor
VOLVO
Lufthansa
Western Union
Moodys
EATON
PELLA
UNION PACIFIC
Basf
Navistar
RedCross
Camping World RV and Outdoors
Revenue Grid Support Options
Frequently Asked Questions About Revenue Grid
Common questions buyers ask before choosing Revenue Grid.
Revenue Grid is a Sales Engagement Software. Revenue Grid offers Email/Call Sequencing, CRM Integration, Call List Management, Inbox Integration, Sales Activity Automation and many more functionalities.
Revenue Grid is a strong fit if: You require seamless synchronization between Outlook, Salesforce, and Gmail.; Your sales process benefits from step-by-step guided workflows with actionable notifications.. Consider alternatives if: Your team lacks technical resources to handle medium complexity setup and customization.; You want a simple, out-of-the-box sales tool without configuration or installation challenges..
Buyers commonly note the following limitations of Revenue Grid: Some features and customizations can be complex to install or configure; Occasional connectivity or navigation issues; Limitations in searching existing accounts reported by some users.
Some top alternatives to Revenue Grid includes AroundDeal, CrankWheel, ZoomInfo Engage, INBOX25 and Zoho SalesInbox.
Revenue Grid offers Quotation Based pricing model
The starting price is not disclosed by Revenue Grid. You can visit Revenue Grid pricing page to get the latest pricing.
Ready to try it?
Get started with Revenue Grid
Get connected with the team for a personalised demo.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].