Revenue Grid

Revenue Grid is a revenue intelligence platform that records client emails, meetings, contacts and documents automatically and writes them to a company's CRM. It began as a Salesforce-native toolset and is aimed at revenue and operations teams.

What Revenue Grid does

• Activity capture: gathers client interactions with configurable rules and custom objects, so the CRM reflects the real relationship.
• Revenue Engage: sales sequences that run inside Salesforce.
• Revenue Inbox: CRM and email integration, with a sidebar, calendar sync and online scheduling.
• Revenue Guide: pipeline analytics, deal insights, forecasting and guided selling.
• Relationship intelligence agents: surface signals, risks and suggested next actions during client work.

Who it works with

Revenue teams, including those in compliance-heavy environments, where the vendor stresses data security and privacy by design. Its case studies cover sectors such as law, recruitment, insurance, banking and healthcare devices.

Key facts

• Integration focus: Salesforce and email
• Packages: productivity, engagement and intelligence tiers, plus an activity capture engine
• Learning resources: an academy, help centre and webinars