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

"Fast easy integration with Outlook and Salesforce."

What do you like best about Revenue Grid? With a couple clicks of a button, it allows me to link my SalesForce leads to my prospecting Outlook meetings. What do you dislike about Revenue Grid? There is nothing at this time that comes to mind. I know there has been one time it wasn't working but that was just for a day. What problems is Revenue Grid solving and how is that benefiting you? Tracking and syncing calendar meetings with SalesForce leads.

"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 ...

"Fast easy integration with Outlook and Salesforce."

What do you like best about Revenue Grid? With a couple clicks of a button, it allows me to link my SalesForce leads to my prospecting Outlook meetings. What do you dislike about Revenue Grid? There is nothing at this time that comes to mind. I know there has been one time it wasn't working but that was just for a day. What problems is Revenue Grid solving and how is that benefiting you? Tracking and syncing calendar meetings with SalesForce leads.

"Great Syncing for Outlook w/ Salesforce."

What do you like best about Revenue Grid? A great tool to use for syncs to happen seamlessly. Support is top-notch and helps quickly when issues arise. We have been delighted using this service, and it helped our firm make calendars sync between Salesforce and Outlook a breeze. What do you dislike about Revenue Grid? Sometimes the syncs break when you change your users passwords and you need to manually sync the systems again. Wish it was better optimized to sync itself instead of manually ...

"Very Intuitive UI"

What do you like best about Revenue Grid? The best part of Revenue Grid is the Outlook Plugin and its customization abilities. What do you dislike about Revenue Grid? Sometimes when you push certain updates in your salesforce environment it can take a while to actually update for your users. What problems is Revenue Grid solving and how is that benefiting you? We use salesforce for our executives to track leads on finding funding. Revenue Grid allows those executives to easily and quickly ...

"Segment Market Manager"

What do you like best about Revenue Grid? I love how easy it is to schedule meetings with customers through Outlook. What do you dislike about Revenue Grid? It would be nice to have little more customization to what Outlook calendar options are available. What problems is Revenue Grid solving and how is that benefiting you? As I reach out to customers outside of sales typical communication, it allows me to track conversations so account owners are aware of all communication.

"The APP is very performing. Even the very precise and punctual assistance is an absolute plus"

What do you like best about Revenue Grid? The APP is very performing. The fact that you can operate quickly without leaving the Outlook environment has become indispensable. At the moment it is used to the minimum of its potential. In the future we will introduce other facilities within the Commercial Department What do you dislike about Revenue Grid? Bar Layout Management is too constrained to Salesforce Layout. Recommendations to others considering Revenue Grid: Immediate results without ...

"Easy to use with good customer support"

What do you like best about Revenue Grid? We have been using Revenue Grid for a couple of years now, and although we have had teething issues due to how we wanted to customize the setup for our business processes, the Revenue Grid team has always worked close with us to make it work and we now have very few issues. The product itself is very customisable and works very well for its purpose of logging emails to Salesforce. It is also very user friendly and easy to use. With a little ...

"Using the solution every day to planning deals."

What do you like best about Revenue Grid? The most useful is the ease of operation and integration with mail and other systems. What do you dislike about Revenue Grid? There's no such thing. All good. I believe that this is the best solution for such tasks. What problems is Revenue Grid solving and how is that benefiting you? Allows you to visually and quickly understand the current situation with transactions. Allows in planning daily work, collecting information from letters.

"The APP is very performing. Even the very precise and punctual assistance is an absolute plus"

What do you like best about Revenue Grid? The APP is very performing. The fact that you can operate quickly without leaving the Outlook environment has become indispensable. At the moment it is used to the minimum of its potential. In the future we will introduce other facilities within the Commercial Department What do you dislike about Revenue Grid? Bar Layout Management is too constrained to Salesforce Layout. Recommendations to others considering Revenue Grid: Immediate results without ...