Revenue Grid Reviews in September 2026: User Ratings, Pros & Cons

"Great tool for sales process automation"

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 ...

"Great Timesaver"

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 ...

"Revenue Grid helped to guide through the selling techniques and promote upselling."

What do you like best about Revenue Grid? Techniques in selling. workflow is easy to follow. What do you dislike about Revenue Grid? nil. at the moment quite happy with all functions. What problems is Revenue Grid solving and how is that benefiting you? analysing is unique, helps to understand the full cycle of sales and its data.

"My experience with Revenue Grid"

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 ...

"A very useful tool."

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.

"Unite your CRM and Email tools"

What do you like best about Revenue Grid? Our users like how Revenue Grid surfaces the relevant CRM data in their Outlook. Also, Rev Grid enables Customer 360 by allowing the user to view related data to the email sender. What do you dislike about Revenue Grid? This may be a little nit-picky, but as an Administrator, there are specific customizations that we must request Revenue Grid to perform - it would be great if we, as experienced technologists, could complete the updates ourselves. ...

"Using Revenue Grid for nonprofit needs"

What do you like best about Revenue Grid? As a relatively newer nonprofit, we're trying to implement and build out best practices for our central fundraising operations. One of those tasks included moving our funder pipeline from Google Sheets to Salesforce. We did that but didn't like the user experience of Salesforce during our team calls (we're a fully remote organization) when we were going over our pipeline. We wanted to keep track of next steps, make edits to opportunities in real ...

"Gets the job done!"

What do you like best about Revenue Grid? Been a long time user of the software and it helped me to automate many steps of our process What do you dislike about Revenue Grid? Sometimes the interface isn't clear and it takes me a while to put in al required data What problems is Revenue Grid solving and how is that benefiting you? Automated appointment scheduling

"Keeps Me Organized"

What do you like best about Revenue Grid? It helps me keep my sales pipeline open and keeps me organized. What do you dislike about Revenue Grid? It can be slow sometimes, but otherwise I have no issues. What problems is Revenue Grid solving and how is that benefiting you? It helps me reach out to more people quicker, and keeps track of all the emails I send.

"Great Product at an excellent price"

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 ...