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

"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.

"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 ...

"Excellent product, excellent service"

What do you like best about Revenue Grid? We love revenue grid for the ability to pull in custom salesforce fields to the outlook sidebar for easy tagging of information when saving emails / events. Revenue grid also allows us to tag as many accounts, contacts and opportunities to one email as we'd like (rather than the limitation of one account through the salesforce outlook tool). What do you dislike about Revenue Grid? It would be nice to have the ability to determine whether an ...

"Most important tool in my stack"

What do you like best about Revenue Grid? The reminder feature on the side toolbar is my favorite as well as the integration into SalesForce on the side bar. I use this tool all day everyday, hundreds of times a day. The custome support is also unmatched. What do you dislike about Revenue Grid? There are some features I'd like to explore more that can be buggy, the web browser of the tool is also slow to load. What problems is Revenue Grid solving and how is that benefiting you? The speed ...

"Perfect for tracking"

What do you like best about Revenue Grid? The sync option with our CRM platform is a must. Being able to go back and see all emails sspecific to the account is so helpful. Sometimes personel changes and this allows everyone to see what was being worked on and hold accountability for everyone involved. What do you dislike about Revenue Grid? Some of the extra options within the plugin for Outlook. Keep it simple. What problems is Revenue Grid solving and how is that benefiting you? Tracking ...

"Helpful tool"

What do you like best about Revenue Grid? Revenue Grid, for the most part, is very easy to use. It fits into our day-to-day routine and takes most of the annoying admin tasks off our hands. What do you dislike about Revenue Grid? Revenue Grid can be fiddly on the rare occasion. For some individuals, it took a little while to get set up properly. That being said, the customer support was always there to help. What problems is Revenue Grid solving and how is that benefiting you? Revenue grid ...

"Useful integration"

What do you like best about Revenue Grid? It helps to know me more information about my work What do you dislike about Revenue Grid? Nothing, It works in background and help me to know what I do What problems is Revenue Grid solving and how is that benefiting you? To know the results of my work

"Revenue Grid - Great tool to enhance customer experience"

What do you like best about Revenue Grid? Revenue Grid is a revenue intelligence platform that helps sales teams close more deals and grow faster. It's a powerful tool that integrates with Salesforce and Outlook to provide a complete view of all sales activity, from lead generation to closing. What do you dislike about Revenue Grid? Learning curve: Revenue Grid has a lot of features, and it can take some time to learn how to use the platform effectively. The documentation is helpful, but ...

"Revenue Grid Review"

What do you like best about Revenue Grid? Easy to use. Pulling data from Salesforce is very efficient. What do you dislike about Revenue Grid? The Plug in can sometimes be problematic. What problems is Revenue Grid solving and how is that benefiting you? Sales Analytics and contact reports.

"Overall a good experience with this program"

What do you like best about Revenue Grid? Easy to use and navigate the program. Simple to understand and push things through via email What do you dislike about Revenue Grid? Connection breaks a little more often than I would like What problems is Revenue Grid solving and how is that benefiting you? The ease of taking information in emails and creating tasks.