Revenue Grid RelationshipOS
Every client interaction captured and converted into intelligence that sharpens revenue teams.
Introducing
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John Miller asked for customer references in his last email. Outlook
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Revenue Grid’s RelationshipOS captures every client interaction and turns it into a foundation of context that impacts every touchpoint
Complete, accurate client history and context at your fingertips. Every email, meeting and contact is captured as it happens, with no manual entry.
Relevant, proactive client engagement at the right moment. See who needs attention and why, before the moment passes.
Sharp AI insights, grounded in intel from every interaction. Each recommendation points back to what a client actually said or did.
How your activity data turns into your biggest growth lever
The most comprehensive, configurable, secure and accurate activity capture solution on the market captures every client touchpoint, without manual input, so every insight and action is built from a complete foundation of client context.
Learn MoreWith the flexibility to control what data is captured and how it’s stored, deliver that foundation of context where you need it – synced automatically and accurately to your CRM or extracted into AI-ready facts – to create more meaningful interactions and smarter actions across your tech stack.
Learn MorePrioritized, automated and personalized engagement keeps pace with the relationship, so every touchpoint lands at the right moment, with the right message.
Learn MoreEvery client interaction, captured accurately and delivered across your tech stack for smarter actions.
Guided, intelligent client engagement and insights to prioritize your day and accelerate pipeline.
Trusted AI guidance built on the true history of every client relationship for faster and more effective execution.
Meet
The AI that turns context into action
Kora AI is grounded in the real meaning behind every interaction, not just activity logs, so every insight, guidance and recommendation comes with context your team can actually trust.
How teams use Revenue Grid to capture activity, improve data quality, and drive better outcomes.
Darren Knapp,
Director, Global Operations at Slalom Consulting
The guys from Revenue Grid made an enormous job easy synchronizing our vital data and allowing us to save all emails we needed
David Choate
Chief Operating Officer
I value the ease of use. I don’t have to ask my team to do anything different. Our sales team and client services staff are all using it, and Salesforce is kept more up to date because of Revenue Grid.
Wes Burk
Chief Operating Officer
From a management perspective, we can pop in and see where things may have been rough and step in to help smooth things out, which helps us all keep things moving in the right direction.
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