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The Most Secure Activity Capture for
Financial Services

A Salesforce, email, and calendar integration that gives teams complete client visibility and reduces manual effort.

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  • Complete, Reliable Client Interaction Data in Salesforce
  • Flexible by Design to Support Diverse FinServ Workflows
  • Built for Regulated Environments, with Data Ownership and Retention Control

Trusted by 900,000
Salesforce Users Globally

Hilton
RAND Worldwide
Bessemer Trust
KGAL
Slalom
MUFG
Robert Half

Full Context of Every Customer Relationship, From End-to-End

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  • Complete Activity Sync

    Automatic or semi-automatic capture of emails, meetings, contacts, tasks, and attachments from Outlook and Gmail into Salesforce.

  • Capture on Your Terms

    Get complete control over capture rules and decide what is logged, how it's stored, and what is excluded.

  • Built for Custom Workflows

    Link activities to standard and custom Salesforce objects with configurable field mapping for clean, reporting-ready records.

Beyond Activity Capture

Run Client Operations without CRM Friction

Insights Panel

Work with Salesforce directly from the inbox

Access complete client records and interaction history directly from email, with the ability to create, update and manage Salesforce records and tasks without switching systems.

Built-in AI assistance helps surface insights, answer questions, and provide instant client context as you work.

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Calendar Sync

Sync calendars and
prevent scheduling conflicts

Automatically keep Salesforce and Outlook/Gmail calendars in sync, including delegated and shared calendars, to avoid conflicts and missed meetings.

Personal events are excluded by default to keep Salesforce calendars clean, accurate, and reporting-ready.

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Appointment Scheduling

Streamline
meeting scheduling

Share available Time Slots or "Book Me" links directly from email, with delegation support for assistants scheduling on behalf of advisors.

Dynamic availability synced to Salesforce prevents double bookings and scheduling conflicts automatically.

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AI CRM Assistant

Interaction-driven intelligence for Salesforce

Ask contextual questions about clients or relationships and receive guidance based on captured interactions and history.

Automatically generate compliant-ready follow-ups, summaries, and notes, while identifying engagement gaps or stalled relationships early.

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Financial Services Evaluation Checklist for Activity Capture

A faster way to choose the right platform. Assess fit. Benchmark vendors. Move forward with confidence.

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The Most Rigorously Security-Tested Environment Available

AICPA SOC 2 Type II ISO 27001 GDPR compliant HIPAA compliant CCPA compliant Penetration Tested PCI DSS

Data Governance
Controls

Precisely control what data is captured, excluded, and stored using configurable rules aligned to internal policies.

Enterprise Security &
Compliance

Certified to SOC 2 Type II and ISO 27001, with encryption, access controls, and audit logs embedded at every layer.

Ownership &
Deployment Flexibility

Retain full ownership of your data with flexible deployment options including cloud, private cloud, or on-premises environments.

Enterprise-Scale
Performance

Certified to SOC 2 Type II and ISO 27001, with encryption, access controls, and audit logs embedded at every layer.

Use Cases by
FinServ Segments

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Discover Salesforce
and Email Integration without the limits

See Revenue Grid in action

  • Customised to your needs

    Customize every aspect. Choose what to track, how to sync, and build the system that works for your team.

  • Custom object sync

    Capture activities against both standard and custom Salesforce objects to support complex workflows.

  • Unlimited data retention

    Your data stays in Salesforce as long as you need it. Indefinite data retention means no 24-month cap.

  • Salesforce Managed Package

    Embed Revenue Grid via a native managed package with admin control, extended objects, and built-in reporting.

  • Automatic Record Creation

    Automatically create Contacts and Accounts for new email and meeting participants.

  • Email Sidebar

    Work with Salesforce directly from email—view records, manage activities, update client data without switching systems.

  • Attachment Syncing

    Capture relevant attachments in Salesforce while applying rules to exclude sensitive or unnecessary files.

  • Accurate reporting without limits

    Gain complete visibility into client interactions with detailed, activity-based engagement reporting in Salesforce.

  • Never lose historical data

    Backfill and retain past emails and meetings in Salesforce to maintain a complete interaction history.

  • Enterprise-ready rollout

    Roll out Revenue Grid organization-wide using admin-controlled deployment for fast, consistent adoption.

  • Flexible deployment

    Deploy Revenue Grid in private cloud or on-premise to match your security and compliance requirements.

  • Enhanced security & compliance

    Enterprise-grade encryption and security aligned with SOC 2 Type II, ISO 27001, and GDPR.

Activity Capture Overview

How activities are captured, linked, and synced to Salesforce automatically.

Impact You Can Measure

  • 761

    days saved

    Vapotherm used Revenue Grid to auto-sync Outlook and Salesforce, capturing 110,000 emails without relying on their reps.

  • 60%

    improvement

    Bessemer Trust chose Revenue Grid to help their reps prioritise and nurture their leads.

  • $30M

    increase

    Slalom Consulting used Revenue Grid to find new revenue opportunities in their existing pipeline

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.

Eric Holmen, CEO, Revenue Grid

Revenue Grid vs Einstein Activity Capture

Discover how RevenueGrid
Outshines Einstein Activity Capture

See full comparison

  • Never lose captured data

    Keep all activities stored indefinitely, with historical sync to preserve past interactions and ensure full data continuity.

  • Take Full Control Over Your Data

    Define exactly what data is captured, how it's linked, and where it's stored with flexible rules and full control over synchronization.

  • Deploy On Your Private Cloud

    Decide how to deploy your solution, on your private cloud or your terms, with full encryption and control to protect your Salesforce data.

Why Organizations Trust Us

Since 2008, we’ve enabled secure, reliable Salesforce operations for teams worldwide.

Proven adoption

900,000+

Satisfied users worldwide

Battle-tested platform

18 years

Powering revenue operations

Ecosystem ready

21

Certified ISV partners

Recognized leadership

G2 Leader

Consistently since 2018

Frequently Asked Questions

Let’s look at how RevenueGrid supports compliant growth for your team.

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G2 Leader G2 High Performer, Mid-Market G2 Best Support, Enterprise G2 Easiest Setup, Mid-Market AICPA SOC