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

"Great Product!"

What do you like best about Revenue Grid? Probably quick sync! It keeps me connected with Salesforce right from outlook. I also love the functionality to schedule meetings by giving someone options - very helpful. What do you dislike about Revenue Grid? It's a yearly cost vs. monthly - which is standard for most Salesforce products. I don't love that though. What problems is Revenue Grid solving and how is that benefiting you? My team has been able to update opportunities quickly, schedule ...

"Great product"

What do you like best about Revenue Grid? Revenue Grid has great integration with Salesforce. I work for a medium sized organization and can save emails straight to Salesforce. You can easily search a contact to see if anyone else at the org has been in communication with them. I love the book a meeting feature as well. What do you dislike about Revenue Grid? It takes a bit of time to load, but not a huge deal Recommendations to others considering Revenue Grid: Really great tool to ...

"Best outlook plug-in"

What do you like best about Revenue Grid? Everything on the plug-in is straight forward and easy to use. What do you dislike about Revenue Grid? There isn't much to dislike about Revenue Grid. What problems is Revenue Grid solving and how is that benefiting you? We're easily able to associate emails to our CRM

"Time and Step Saver - valuable tool"

What do you like best about Revenue Grid? The best thing about Revenue Grid is that is integrates seamlessly with Salesforce. It helps me log activities for easy tracking. It eliminates extra steps required to log activity directly in Salesforce. What do you dislike about Revenue Grid? I wish it were a little easier to find the account or opportunity that I would like to tie an email or event to. What problems is Revenue Grid solving and how is that benefiting you? Logging activity once in ...

"Full pipeline visibility and sales process control with Guided Selling functionality"

What do you like best about Revenue Grid? I can instantly see our pipeline shits in seconds. The notifications that we get to keep our team on track is probably the best feature of this software. It saves us an immense amount of time. We love the reporting, heatmapping and the ability to compare sales rep performance. We also enjoy working with the CRM without leaving RevenueGrid, which makes everyone productive overall. What do you dislike about Revenue Grid? UI takes some time to get used ...

"Easy to use. Intuitive"

What do you like best about Revenue Grid? I like the ability to sync emails quickly to salesforce. I also like how you can attach the email to an opportunity or a contact- you have the ability to choose. All in one integration with a number of features that can be utilized for my role. What do you dislike about Revenue Grid? I don't like how i can't preset the default dropdown to automatically record email as the activity. Every time it is set to the default of left voicemail and i have to ...

"Easy to use. Intuitive"

What do you like best about Revenue Grid? I like the ability to sync emails quickly to salesforce. I also like how you can attach the email to an opportunity or a contact- you have the ability to choose. All in one integration with a number of features that can be utilized for my role. What do you dislike about Revenue Grid? I don't like how i can't preset the default dropdown to automatically record email as the activity. Every time it is set to the default of left voicemail and i have to ...

"Excellent Tool to make Salesforce easy to update and use"

What do you like best about Revenue Grid? Automatic email transfer from outlook to Salesforce. The tool builds a seamless bridge to Salesforce and has enhanced our ability to bring all information about prospects and customers to the entire team What do you dislike about Revenue Grid? Still need to open Revenue Grid and click a few boxes. It's a minor point, but thought I'd share it Recommendations to others considering Revenue Grid: none; What problems is Revenue Grid solving and how is ...

"Great product, easy to use...excellent customer service"

What do you like best about Revenue Grid? easily integrates with SF, allows you to decide what info goes in, what the message is and allow you to attach different emails to different contacts when sending emails about customers What do you dislike about Revenue Grid? I have 2 companies and I cannot use it for both b/c they cannot talk to the same SF account. Recommendations to others considering Revenue Grid: Do it...worth the $$$ What problems is Revenue Grid solving and how is that ...

"Great product, easy to use...excellent customer service"

What do you like best about Revenue Grid? easily integrates with SF, allows you to decide what info goes in, what the message is and allow you to attach different emails to different contacts when sending emails about customers What do you dislike about Revenue Grid? I have 2 companies and I cannot use it for both b/c they cannot talk to the same SF account. Recommendations to others considering Revenue Grid: Do it...worth the $$$ What problems is Revenue Grid solving and how is that ...