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

"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.

"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 ...

"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 ...

"Pros and Cons for using Revenue Grid"

What do you like best about Revenue Grid? it is very good to track the project status, the platform is easy to use and understand. Moreover, it is connected with microsoft outlook which allow message chain to be locked. What do you dislike about Revenue Grid? the connection of every email locking is slow, it takes more than 1 minute for every log, which may not encourage users to use it frequently. What problems is Revenue Grid solving and how is that benefiting you? we have a lot projects ...

"Seamless sync between O365 and Salesforce"

What do you like best about Revenue Grid? Calendar sync between Office365 Outlook calendar and Salesforce calendar. Planned events in Salesforce appear in Outlook calendar, and the other way around. That way, all colleagues from planning or support can have a full overview of my calendar, whether they work in Salesforce / ServiceMAX, or in Outlook / Teams. What do you dislike about Revenue Grid? If there would be more granularity in the settings, and if it would be easier to link a single ...

"Direct engagement tie into Outlook and Salesforce"

What do you like best about Revenue Grid? Pulls Salesforce info as you look at an email/contact. What do you dislike about Revenue Grid? Still learning the best ways to utilize. What problems is Revenue Grid solving and how is that benefiting you? Multi-tasking between applications.

"Pros and Cons for using Revenue Grid"

What do you like best about Revenue Grid? it is very good to track the project status, the platform is easy to use and understand. Moreover, it is connected with microsoft outlook which allow message chain to be locked. What do you dislike about Revenue Grid? the connection of every email locking is slow, it takes more than 1 minute for every log, which may not encourage users to use it frequently. What problems is Revenue Grid solving and how is that benefiting you? we have a lot projects ...

"Time slots are grate"

What do you like best about Revenue Grid? I use time slot on a daily base and it makes meetings alone easier to manage What do you dislike about Revenue Grid? Sometimes it logs out from saleforce and then you need to re register What problems is Revenue Grid solving and how is that benefiting you? Making it easier to schedule meetings with multiple people

"Overall Revenue Grid has been efficient and straightforward."

What do you like best about Revenue Grid? Most definitely the integration with Outlook, and the seamless collection of data from emails and enquiries. What do you dislike about Revenue Grid? It can be tricky at times to ensure the right categories and selections are made, but that may be part of the internal setup. What problems is Revenue Grid solving and how is that benefiting you? It helps us to connect the enquiries within Outlook (which is the main platform for communication) with ...

"Time slots are grate"

What do you like best about Revenue Grid? I use time slot on a daily base and it makes meetings alone easier to manage What do you dislike about Revenue Grid? Sometimes it logs out from saleforce and then you need to re register What problems is Revenue Grid solving and how is that benefiting you? Making it easier to schedule meetings with multiple people