logos-header-finserv-2

The Most Reliable Activity Capture for Industrial and Construction Teams

The most dependable Salesforce, calendar, and email integration helping your teams gain full project and customer visibility, strengthen collaboration, and stay compliant with ease.

Activities permanently stored in Salesforce
Sync historic activities up to 24 months
Extracts context, not just content

Get Started with Revenue Grid

Why Industrial & Construction Teams Choose Us

icon-shield

Ensure Compliance Automatically

We help leading construction and industrial organizations meet audit and documentation requirements effortlessly — from ISO and OSHA standards to client and contract traceability.

icon-thunder

Boost Field & Project Productivity

We save time, eliminate manual data entry, reduce context switching, and help your teams focus on clients, not admin.

icon-introducing-1

Strengthen Accuracy & Visibility

We ensure data is complete and consistent, giving operations, sales, and leadership teams full visibility across the entire project.

AI-Image-origin

Salesforce Integration That Works the Way Your Projects Do

AI-Image-origin

Flexible Deployment

Secure sensitive data in a private cloud or scale seamlessly with a flexible cloud solution.
Sync standard or custom objects with rules and filters that suit your needs.
All captured data is stored directly in your Salesforce org accessible for analytics, auditing, and compliance.
Keep your Salesforce data as long as you need it, with no 24-month cap or hidden limits.
Auto-save past activities in bulk for on-demand access, whenever you need it.
Designed to support up to 100K+ users across global teams, with multi-geo Microsoft 365 support.

Keep Your Data Secure and Compliant

icon-star-check

Enterprise-Grade Security

Certified to SOC 2 Type II and ISO 27001 standards with full encryption and flexible private-cloud or on-premises deployment.

icon-document

Regulatory Compliance

Maintains a complete, auditable record of every project, client, and vendor interaction, helping teams meet ISO, OSHA, and internal governance standards with ease.

icon-shield-check

Data Protection by Design

Security is embedded at every layer from access controls to audit logs, ensuring transparency and confidentiality at every step.

scroll-image-1-2

Manual tracking misses activity and steals time

Collect Data Automatically

Capture everything, effortlessly from email to
calendar to CRM.

  • Auto or semi-auto sync emails, meetings, contacts and attachments
  • Update records via chat with natural language commands
  • Decide what to capture, how to store it, and what to exclude

Book a Demo

scroll-image-2

Teams waste time and lose context switching tools

Work Inside Your Inbox

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

  • View and update Salesforce records directly from Outlook
  • Access full client context right where conversations happen
  • Trigger workflows, sequences or follow-ups instantly

Book a Demo

scroll-image-3

Too much time scheduling, no CRM sync

Manage Calendar Without the Back-and-Forth

Simplify scheduling and sync every meeting with
Salesforce automatically.

  • Automatically sync, log, and link all your meetings to Salesforce
  • Keep personal events private and enable team-managed scheduling
  • Let customers book time via smart scheduling links

Book a Demo

scroll-image-4

Data alone doesn’t build relationships

Act on Insights,
Not Just Collect Information

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

  • Ask what to do next with any account, bid, or opportunity.
  • Generate personalized follow-ups, emails, or meeting summaries directly from captured interactions.
  • Spot engagement gaps, missing stakeholders, or stalled projects.

Book a Demo

Salesforce users rely on Revenue Grid

Proven Outcomes,
Measurable Performance

100%
Communication Captured
400%
More Activity in CRM
30+
Hours Saved per Account Executive Monthly
24%
Increase in Salesforce adoption
close
expand_less