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

"Easy to use & navigate!"

What do you like best about Revenue Grid? Allows my team to work efficiently & effectively all together on one fluid platform & is SUPER easy to use/navigate What do you dislike about Revenue Grid? I don't have too many dislikes for this platform. Overall, I would say that sometimes the application runs slowly, and other times, minor things like adding a contact to an existing contact can be difficult. What problems is Revenue Grid solving and how is that benefiting you? More organization ...

"Great tool for consistent selling and deal reminders"

What do you like best about Revenue Grid? It's helped us get our sales process together and get everyone on the team to be more consistent about how we're acting with each company. I also like the reminders and alerts, they really help keep everyone on top of everything when there's a lot going on. The way that all of the deal information is laid out is really nice, and it would have been a gamechanger when I worked at a bigger company, but on our small team, I don't need it that much What ...

"Easy to use and efficient platform to move content to Salesforce."

What do you like best about Revenue Grid? Integration with Salesforce and Outlook! What do you dislike about Revenue Grid? Not having offline access. Only can be used when online. Recommendations to others considering Revenue Grid: Please add offline access. What problems is Revenue Grid solving and how is that benefiting you? Integration of Outlook and Salesforce. Easy of saving contacts, creating opportunities and tracking projects - all from one screen in Outlook!

"Easy to use & navigate!"

What do you like best about Revenue Grid? Allows my team to work efficiently & effectively all together on one fluid platform & is SUPER easy to use/navigate What do you dislike about Revenue Grid? I don't have too many dislikes for this platform. Overall, I would say that sometimes the application runs slowly, and other times, minor things like adding a contact to an existing contact can be difficult. What problems is Revenue Grid solving and how is that benefiting you? More organization ...

"Great tool for proposing meetings for potential new clients"

What do you like best about Revenue Grid? The function that allows you to produce a link in an email that states - Book a Meeting with "username". This quickly allows you to connect with a client on a time that works for them and that also works with your calendar. What do you dislike about Revenue Grid? Can't block off times in 'Book a Meeting', e.g., lunch hour. You can only trim work hours at the beginning and end of the day. What problems is Revenue Grid solving and how is that ...

"Great tool for proposing meetings for potential new clients"

What do you like best about Revenue Grid? The function that allows you to produce a link in an email that states - Book a Meeting with "username". This quickly allows you to connect with a client on a time that works for them and that also works with your calendar. What do you dislike about Revenue Grid? Can't block off times in 'Book a Meeting', e.g., lunch hour. You can only trim work hours at the beginning and end of the day. What problems is Revenue Grid solving and how is that ...

"Great!"

What do you like best about Revenue Grid? Automatic ease of use logging Outlook items. What do you dislike about Revenue Grid? The tool can often run pretty slowly when using it manually. What problems is Revenue Grid solving and how is that benefiting you? I am saving time versus manually logging emails and attachments.

"Great Outlook email tracking enhancement"

What do you like best about Revenue Grid? Ability to track email opens to monitor client engagement. What do you dislike about Revenue Grid? Sometimes runs a little slower than hoped when loading before email is sent. Recommendations to others considering Revenue Grid: Great for email tracking. What problems is Revenue Grid solving and how is that benefiting you? People are busy and get way too many emails in general. Revenue Grid allows me to understand when clients are interacting with my ...

"Great Service for SalesForce Record Keeping"

What do you like best about Revenue Grid? How flexible this is for different salesforce processes. What do you dislike about Revenue Grid? It would be beneficial if every email automatically saved to the account similar to the way that SalesLoft auto-syncs What problems is Revenue Grid solving and how is that benefiting you? For the most part, this saves me time from having to log every single record one at a time in SalesForce

"Revenue Grid makes sure you always have access to all your correspondence"

What do you like best about Revenue Grid? The auto-synch with SalesForce means you always have access to all your correspondence without having to do anything What do you dislike about Revenue Grid? For some users' anything beyond auto synch can be confusing What problems is Revenue Grid solving and how is that benefiting you? we no longer have gaps in our pricing or support correspondence because sales members forget or just don't have the time to log it it all manually.