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

"Quite effective email management client."

What do you like best about Revenue Grid? The team's responsiveness; how it's available across outlook desktop and outlook online platforms; integration with Salesforce What do you dislike about Revenue Grid? The lag it takes to load the app, the right categories from Salesforce, and save. What problems is Revenue Grid solving and how is that benefiting you? The ability to save emails to SalesForce under the right Client/contact/matter. We've highly customized our Salesforce, so it's nice ...

"Extremely pleased with the tool"

What do you like best about Revenue Grid? It is an amazing tool, which serves its purpose, very easy to learn & get used to. very dynamic interface.i can email documents directly as attachments to a contact or an account. What do you dislike about Revenue Grid? I would like it to be more versatile across more platforms, yes I use a Windows phone. What problems is Revenue Grid solving and how is that benefiting you? It makes your work easy for creating new contacts, emailing your prospects etc.

"Interface better for Classic SF Users but works well "

What do you like best about Revenue Grid? Connects Outlook emails and calendar to Salesforce What do you dislike about Revenue Grid? Admin on our side has to pin tabs and isn't already set-up this way. The interface is strong if you are a Salesforce Classic user, not Lightning. What problems is Revenue Grid solving and how is that benefiting you? Connecting Outlook emails and calendar to Salesforce.

"Review"

What do you like best about Revenue Grid? that i can log my emails automatically within my email What do you dislike about Revenue Grid? i dont dislike anything about this product so far What problems is Revenue Grid solving and how is that benefiting you? it keeps everything filed and organized and makes for easy access when digging up archived projects

"Great UI and functionality"

What do you like best about Revenue Grid? SmartCloud is so customizable and allows you to see all of your SFDC data from within your outlook panel. What do you dislike about Revenue Grid? Enhanced email was not working recently but I'm told it will be fixed. Recommendations to others considering Revenue Grid: This is a great product and a great company to work with. I think this is the way of the future for salesforce and outlook connections. What problems is Revenue Grid solving and how is ...

"Very useful in my workflow"

What do you like best about Revenue Grid? Integrates Salesforce with Outlook pretty seamlessly. Saves massively on my admin What do you dislike about Revenue Grid? Occasionally freezes. Auto track feature doesn't really work What problems is Revenue Grid solving and how is that benefiting you? Faster workflow - done

"Easy and useful, but needs some improvements"

What do you like best about Revenue Grid? The fact that is indeed a better option that SalesForce own Outlook for Mac plugin. I have tried both plugins and the features in SmartCloud are much powerful and way more easy to use. Visually is very friendly and intuitive. What do you dislike about Revenue Grid? I don't like the lost of connection. Sometimes it just sits there in the "processing..." message and you have to shutdown Outlook for it to work, still this is not very common. The other ...

"It's a great tool if you commit to using it"

What do you like best about Revenue Grid? I like the 'SmartCloud Connect' Panel on the side. It so conveniently brings all the different aspects of Salesforce right onto my Outlook Desktop App window. Also, It's great about saving relevant emails to ALL the relevant places. For instance, if Joe Shmoe from Acme emails me and I click 'Quick Save to Salesforce,' it'll save that email to Joe Shmoe's salesforce contact account, the Acme Account page, and the current Acme Opportunity Joe Shmoe is ...

"Great tool for tracking almost all salesforce in outlook"

What do you like best about Revenue Grid? No need to leave Outlook. Easy to add contacts and find opportunities. Faster to navigate than Salesforce. What do you dislike about Revenue Grid? They could eliminate some clicks. If you want to add multiple account to an opportunity you have to back-in ando ut. Recommendations to others considering Revenue Grid: Give it a spin they have a free trial and you do not need IT to set it up except for the email tracking feature What problems is Revenue ...

"Clear and effective tool"

What do you like best about Revenue Grid? The interface is clear for end users, and has an almost fully functional record of various SF entries. What do you dislike about Revenue Grid? We have run into some trouble with multiple users not being able to connect to the same email address, e.g. general inquiry addresses for client questions. Recommendations to others considering Revenue Grid: Get in touch with a rep, get a full demo, and make sure that what you see the software do in the demo ...