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

"Revenue Grid is Excellent"

What do you like best about Revenue Grid? We use Revenue Grid to integrate Outlook into Salesforce seamlessly, and their Sequence product allows us to construct personal emails and manage responses. Revenue Grid is the perfect solution for my team. What do you dislike about Revenue Grid? Salesforce can get over-populated with emails with CCs and replies, but this is a minor issue relative to the benefits of capturing every email in Salesforce. What problems is Revenue Grid solving and how ...

"Convenient tool that helps streamline my team's touchpoints with customers"

What do you like best about Revenue Grid? Very simple and intuitive, there is no additional work or steps involved once set up. Love the integration and visibility it provides, allowing my team to stay synchronised with our customers. What do you dislike about Revenue Grid? Can be a little tricky to set up for new staff who are not very IT literate, but once installed it makes their life so much easier! Would be nice to have fewer steps to install & link Revenue Grid. What problems is ...

"Comprehensive Engagement"

What do you like best about Revenue Grid? One of the standout features of Revenue Grid is its ability to integrate with Salesforce. One of the key benefits of using Salesforce and Revenue Grid together is that they can help sales teams streamline their workflows and automate many of the repetitive tasks required for successful sales engagement. Revenue Grid integrates seamlessly with Salesforce, allowing sales teams to access important customer data and insights directly within the Revenue ...

"Easy to use, good level of service"

What do you like best about Revenue Grid? Easy to use and mannage. Support have been good. What do you dislike about Revenue Grid? Admin UI could be better but it works well enough. What problems is Revenue Grid solving and how is that benefiting you? Keeping all client communication logged on CRM when multiple users are speaking with the client over the sales lifecycle.

"Sales Executive"

What do you like best about Revenue Grid? The auto-population of the system works well. What do you dislike about Revenue Grid? none, it works exactly as i have expected it should What problems is Revenue Grid solving and how is that benefiting you? it solves having to manually track my emails in SF

"Improves ease and comfort of use tremendously"

What do you like best about Revenue Grid? It is neatly integrated into MS Outlook offering a seamless integration improving users' experience What do you dislike about Revenue Grid? Sometime unstable performance - add-on within MS outlook needs to be re-installed What problems is Revenue Grid solving and how is that benefiting you? Faster and more efficient use through integration into MS Outlook minimizing the required steps and hurdles to do this manually via the browser

"Easy Inbox Integration"

What do you like best about Revenue Grid? Having the ability to multi-task straight from my inbox has freed up so much tracking time and ensures I complete the follow-up tasks and interactions so no one slips through the cracks. What do you dislike about Revenue Grid? It took a few tries to get it to integrate into my inbox successfully, but a quick search of the help articles/how-tos had me on the right track in no time. What problems is Revenue Grid solving and how is that benefiting ...

"Revenue Grid is user friendly"

What do you like best about Revenue Grid? I like how intuitive it is. It pulls the email directly from Salesforce and allows us to add our custom fields to capture more specific data. It's a click or two of a button and I've also never had it glitch within the two years that I've used it. I have used other providers before and have had errors, so I appreciate Revenue Grid's consistency. What do you dislike about Revenue Grid? The only thing I wish Revenue Grid allowed would be to auto add ...

"Revenue Grid Review"

What do you like best about Revenue Grid? Ability to track leads easily right through Outlook. What do you dislike about Revenue Grid? Good software overall. No major issues or problems. What problems is Revenue Grid solving and how is that benefiting you? The main benefit is linking right from Outlook to our CRM.

"Solid product"

What do you like best about Revenue Grid? streamline communication across platforms and simplify integration What do you dislike about Revenue Grid? "look" of the platform could be modernized What problems is Revenue Grid solving and how is that benefiting you? Time constraints