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

"Great product for tracking communications, contacts, etc."

What do you like best about Revenue Grid? Revenue Grid made it super easy to automatically pull data from Outlook into Salesforce so you can track conversations, contacts, etc. What do you dislike about Revenue Grid? It's a bit slow to load anything, but not super long. Recommendations to others considering Revenue Grid: If you're looking for a tool that seamlessly integrates Outlook into Salesforce or other CRM, this is a great tool. I love the scheduling feature as well as the ability to ...

"Must have integration for Salesforce."

What do you like best about Revenue Grid? That I can set up tasks and post emails directly into Salesforce from outlook or other email platform What do you dislike about Revenue Grid? The only thing I dislike is the high cost of the product by all in all it is still worth the time that is saved. What problems is Revenue Grid solving and how is that benefiting you? Efficiency in documenting email correspondence and setting up tasks from emails.

"Sales forecasting and real time benefit"

What do you like best about Revenue Grid? I like that there is an actual and forecasted revenue projection being put in the tool and being able to uncover risks. It helps to almost bring together a lot of analytics which may be missing elsewhere at first. What do you dislike about Revenue Grid? I think if there is an option to have it work more with administration like Salesforce development it may help a little more. Nothing negative, but just a thought. What problems is Revenue Grid ...

"Excellent Product - Used for Salesforce"

What do you like best about Revenue Grid? Fast streamlining of CRM updates to my Salesforce I can work right from G-Suite and everything is updated very quickly What do you dislike about Revenue Grid? Sometimes asks for me to refresh my Gmail What problems is Revenue Grid solving and how is that benefiting you? More efficiency in my daily work Updates are instant - not always needing to go into Salesforce to update things helps a lot

"amazing tool. Made my life super easy as I am a heavy user of Salesforce CRM."

What do you like best about Revenue Grid? Its seamless integration with Salesforce makes users more productive. Especially the email interface that allows you to do almost all the activities on Salesforce from a single view. What do you dislike about Revenue Grid? I would like to have more emails from the Revenue grid with a quick video that explains the small and new functionality of the tool. Recommendations to others considering Revenue Grid: Revenue Grid is an excellent tool for teams ...

"Best tool for sales operations team"

What do you like best about Revenue Grid? When our sales operation team has expanded we faced a challenge to develop clear metrics for our success. Revenue Grid helped us to streamline view on key sales performance and efficiency indicators, like sales quota, win rate, deal size, pipeline efficiency. With these metrics in place we could control them on monthly and quarterly basis and align our strategy accordingly What do you dislike about Revenue Grid? At first it was not so easy to ...

"Making admin a doddle"

What do you like best about Revenue Grid? The ease at which I can track activity in Outlook with a click makes tracking progress on deals easy, which means it gets done! What do you dislike about Revenue Grid? The side bar is a bit bulky and takes up quite a bit of the Outlook screen. Recommendations to others considering Revenue Grid: Revenue Grid takes the pain out of tracking activity - use it to encourage your team to stay on top of their admin. What problems is Revenue Grid solving and ...

"Highly Efficient"

What do you like best about Revenue Grid? The ease of integration and access to records without duplication What do you dislike about Revenue Grid? A little confusing on the front end on how to deploy. I found this easy to overcome. What problems is Revenue Grid solving and how is that benefiting you? It helps with organization and minimizes redundancies in my efforts

"Highly Efficient"

What do you like best about Revenue Grid? The ease of integration and access to records without duplication What do you dislike about Revenue Grid? A little confusing on the front end on how to deploy. I found this easy to overcome. What problems is Revenue Grid solving and how is that benefiting you? It helps with organization and minimizes redundancies in my efforts

"Great tool for Navatar users!"

What do you like best about Revenue Grid? Revenue Inbox has made data entry into our Navatar system so much simpler! What usually takes 5-10 minutes an entry now takes only a minute What do you dislike about Revenue Grid? Some errors require you to go into the web-based Navatar platform to figure out, but other than that, it's pretty great! What problems is Revenue Grid solving and how is that benefiting you? Navatar data entry - it just makes saving emails and attachments so much easier ...