Capture Every Interaction in Salesforce Automatically

The safest Salesforce, calendar, and email integration helping your teams gain complete client visibility, boost performance, and stay compliant with ease.

Get Started with Revenue Grid

The Easiest Way to Keep Your CRM Clean
and Your Team Focused

Keep Your Data Accurate

We keep your CRM organized and duplicate-free, without any extra effort from your team.

Improve Productivity

We save time, remove manual work, and let your team focus on clients not admin.

Gain Complete Visibility

We ensure data is complete and consistent, giving you a single source of truth for every client.

Built for Scale, Security, and Total Data Ownership

Flexible Deployment

Secure sensitive data in a private cloud or scale seamlessly with a flexible cloud solution.

Control What You Sync

Sync standard or custom objects with rules and filters that suit your needs.

Full Salesforce Data Ownership

All captured data is stored directly in your Salesforce org accessible for analytics, auditing, and compliance.

No Retention Limits

Keep your Salesforce data as long as you need it, with no 24-month cap or hidden limits.

Historical Data Preservation

Auto-save past activities in bulk for on-demand access, whenever you need it.

Enterprise-Scale Architecture

Designed to support up to 100K+ users across global teams, with multi-geo Microsoft 365 support.

Sales data is scattered and manual to track

Collect Data Automatically

Capture sales data and activities effortlessly from email to CRM.

• Auto or semi-auto sync emails, meetings, contacts and attachments
• Decide what to capture, how to store it, and what to exclude
• Access and edit data right from your inbox sidebar

Too much time scheduling, no CRM sync

Manage Calendar Without the 
Back-and-Forth

Simplify scheduling and sync every meeting with Salesforce automatically.

• Share your availability with prospects via smart scheduling links
• Add open time slots from your calendar to your emails
• Keep events private and enable team-managed scheduling

Reps waste time switching between tools

Work Inside Your Inbox

Stop toggling between apps and take action where you already work.

• Save emails, contacts, and events from your email to Salesforce
• Track email opens and clicks from your sidebar
• Trigger workflows, sequences or follow-ups instantly

Data alone doesn’t drive actions

Act on Data, Not Just Collect It

Turn activity into intelligence with a knowledge layer that guides in real time.

• Ask what to do next with any contact or deal
• Create emails or sequences directly from your data
• Surface gaps in pipeline, stakeholders, or activity

How is Revenue Grid different from Einstein Activity Capture

See the Full Comparison

Salesforce Users Rely on Revenue Grid

Proven Outcomes,
Measurable Performance

90%

Forecast Accuracy

400%

Increase in win rates

15+

hours saved per rep/month

14%

higher win rate

Keep Your Data Secure and Compliant

GDPR compliance

Committed to compliance with
Europe’s General Data Protection Regulation (GDPR).

CCPA

We collect and process Personal Information under the California Consumer Privacy Act of 2018 (CCPA)

HIPPA Compliance

Committed to compliance with
Europe’s General Data Protection Regulation (GDPR).

Fuel your team’s success
with CRM automation

Book a free demo to explore the magic of automation

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