Revenue Grid Reviews in June 2025: User Ratings, Pros & Cons

"Fast, easy integration for your essential online sales tools!"

What do you like best about Revenue Grid? This product seamlessly integrates with your email platform (we use MS Outlook) and also with your sales CRM (we use Salesforce) - you can save valuable time when receiving an email by connecting directly to records in your CRM - OR by being able to quickly and easily create a new object such as a Lead or Account and associating it with other objects (if any are already defined) within the CRM. This allows you to see at a glance information about ...

"As a user of revenue grid email sidebar"

What do you like best about Revenue Grid? Easy to install and setup and intutitive to use What do you dislike about Revenue Grid? Part of setup required on server side. Can't control installation using authentication or permissions in salesforce indvidually. What problems is Revenue Grid solving and how is that benefiting you? It solving two way integration between Salesforce expereince cloud and Outlook /Office 365 /Gmail. This helps salespeople to have nsync email communications and ...

"Amazing product"

What do you like best about Revenue Grid? All of the features that are seamlessly internet What do you dislike about Revenue Grid? At this time, have no issues with Revenue Grid What problems is Revenue Grid solving and how is that benefiting you? Consolidating information in a easy to access way

"Review Grid Experience"

What do you like best about Revenue Grid? Tracks my activity, connects to Outlook, Easy set-up What do you dislike about Revenue Grid? Can or has in the past, I havent had this happen again but it has disconnected for me once before and I had a good amount of activity that wasnt tracked. What problems is Revenue Grid solving and how is that benefiting you? It has solved a way to keep up with my work and gives me insights in Outlook on ways to reach out to the client

"Pleasant experience using Revenue Grid"

What do you like best about Revenue Grid? Implemetation and Integration with our company platform is seemless with alot of features and easy to use and the customer support is very flexible, we as a Sales and Service based company have to use Revenue Grid frequently. What do you dislike about Revenue Grid? I personally never noticed any downside to it as whenever I struck at somewhere I reach out to the Revenue Grid team and they always came back with a solution. What problems is Revenue ...

"A perfect add-on for outlook that outshines the SF add-on"

What do you like best about Revenue Grid? the ability to have all the details of a client, opportunity or contact at my finger tips is key. Making adjustments right within the side window is handy as well. What do you dislike about Revenue Grid? having to reconnect every 90 days or so. What problems is Revenue Grid solving and how is that benefiting you? I'm on a MAC and we don't have Lightening for SF so the add-on in SF doesn't work. This perfectly solves this issue while adding more ...

"Great tool"

What do you like best about Revenue Grid? Working in an enverioment where multiple departments are in contact with clients, and making sure all communication is saved in our system can be tricky. So having Revenue Grid is very helpful to keep record of all the communication/emails with the clients. Very easy to use. What do you dislike about Revenue Grid? Nothing. I like the tool and use it everyday. What problems is Revenue Grid solving and how is that benefiting you? Keeping track of ...

"Customer Succes Manager - Global Payroll"

What do you like best about Revenue Grid? I really like that I can link my emails to create tickets on behalf of my clients. The tool has really helped me stay organized and proactive. What do you dislike about Revenue Grid? Nothing, this has been a great tool for me. What problems is Revenue Grid solving and how is that benefiting you? Keeping my emails organzied and linking them to Salesforce.

"Revenue Grid Merges all the good together"

What do you like best about Revenue Grid? It merges what I need to the location that helps me archive the paperwork I use the most. What do you dislike about Revenue Grid? Setting it up with different accounts and sometimes it doesn't merge and then we have duplicates. What problems is Revenue Grid solving and how is that benefiting you? Keeping track of email coorespondence with our inquiries.

"Revenue Grid has been a pleasure to use. Very convenient and efficient."

What do you like best about Revenue Grid? I like thats its one platform that conects so many different revenues. What do you dislike about Revenue Grid? I would not change anything as I believe the program is great as is. What problems is Revenue Grid solving and how is that benefiting you? It helps to identifysales activity so that I can monitor and adjust.