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

"A true partner - amazing support! Highly flexible tool to meet our customizations"

What do you like best about Revenue Grid? Revenue Grid makes Outlook sync to Salesforce much easier than the free tool that comes with Salesforce. Their tool is extremely flexible and can handle any of our customization needs. Their team is incredible - they are willing to work with us to make sure our user experience is the best it can be. They have many different features that we utilize including Book Me/Calendar scheduling and automated sequencing. I love that we can customize all of ...

"A true partner - amazing support! Highly flexible tool to meet our customizations"

What do you like best about Revenue Grid? Revenue Grid makes Outlook sync to Salesforce much easier than the free tool that comes with Salesforce. Their tool is extremely flexible and can handle any of our customization needs. Their team is incredible - they are willing to work with us to make sure our user experience is the best it can be. They have many different features that we utilize including Book Me/Calendar scheduling and automated sequencing. I love that we can customize all of ...

"Great email syncing tool, needs some admin improvements"

What do you like best about Revenue Grid? My favorite features are the ability to link emails to any object, standard or custom. My org utilizes quite a few custom objects that serve as primary records for different business units and so this is extremely helpful and a limitation I've found in other email syncing tools. The meeting scheduling features are also quite handy. What do you dislike about Revenue Grid? Better and easier admin controls would be helpful. There's alot of individual ...

"Great email syncing tool, needs some admin improvements"

What do you like best about Revenue Grid? My favorite features are the ability to link emails to any object, standard or custom. My org utilizes quite a few custom objects that serve as primary records for different business units and so this is extremely helpful and a limitation I've found in other email syncing tools. The meeting scheduling features are also quite handy. What do you dislike about Revenue Grid? Better and easier admin controls would be helpful. There's alot of individual ...

"Great Tool for Everyone"

What do you like best about Revenue Grid? Easy integratio to SalesForce from Outlook to keep organized. What do you dislike about Revenue Grid? Rebooting the tool when it's running slow. What problems is Revenue Grid solving and how is that benefiting you? Major time savor.

"Daily time saver!"

What do you like best about Revenue Grid? We love the Revenue InBox. It is a daily time saver. It is so insync with our processes in Salesforce. You can create your new Lead, contact and opportunity right from the email! What do you dislike about Revenue Grid? We didn't like how the calendar bookings were not updated and could get double booked, BUT in this new release, this has been rectified! Recommendations to others considering Revenue Grid: Great team, very knowledgeable, quick to ...

"Great Tool"

What do you like best about Revenue Grid? Very easy to set up and integrate with systems! Ability to automate a lot of processes that would have otherwise taken a lot of hours and effort if we were to manually input the information. What do you dislike about Revenue Grid? None that I can think of at this moment. What problems is Revenue Grid solving and how is that benefiting you? It's allowing us to save a lot of time on what would have otherwise been a very manual and time-intensive task ...

"Just setting up, so far so good"

What do you like best about Revenue Grid? It syncs the emails automatically into salesforce. It also has a gmail side bar that is helpful. What do you dislike about Revenue Grid? The sidebar in gmail is often disconnecting and forcing me to log in. This gets tiresome. What problems is Revenue Grid solving and how is that benefiting you? It is allowing our sales team to automatically sync all email communication with prospects into salesforce.

"Just setting up, so far so good"

What do you like best about Revenue Grid? It syncs the emails automatically into salesforce. It also has a gmail side bar that is helpful. What do you dislike about Revenue Grid? The sidebar in gmail is often disconnecting and forcing me to log in. This gets tiresome. What problems is Revenue Grid solving and how is that benefiting you? It is allowing our sales team to automatically sync all email communication with prospects into salesforce.

"Excellent Product"

What do you like best about Revenue Grid? being able to maintain updated records in SFDC without leaving my inbox! What do you dislike about Revenue Grid? Somtimes the system lags a bit or does not save properly- but it's rate, most of the time is works great. What problems is Revenue Grid solving and how is that benefiting you? updated salesforce with ease which saves time...