No Missed Meetings
and Scheduling Conflicts
Ensure every meeting is accurately reflected across your calendar and Salesforce, preventing overlaps, gaps, or confusion.
Capture
Activity Capture
Auto-sync sales data to Salesforce
Inbox Sidebar
Manage Salesforce from your inbox
Salesforce and Email Integration
Connect email and Salesforce seamlessly
Integrations
Connect your favourite tools
Scheduling
Book meetings, avoid double bookings
Inspect
True Pipeline
See which deals are progressing or stalling
Sales Forecasting
Forecast on real deal odds
Team Analytics
Bird’s-eye view of rep activity
Financial services
Insurance
Brokerage firm expanded capabilities
CAPIS
Overcame data inaccuracy
Commercial Bank
Multi-billion dollar bank, enhanced ops
What's new
Latest Platform Release
Keep Your
Calendars in Sync and
Every Meeting Accounted For
Automatically sync meetings across calendars without manual effort to
ensure complete visibility and reliable CRM data.
Trusted by 900,000 Salesforce users globally
No Missed Meetings
Accurate Visibility
for Smarter Execution
Connect meetings to the right contacts, accounts, and opportunities to give teams a complete, reliable view of customer engagement.
No Manual Effort
to Keep Data Up to Date
Automatically sync updates, changes, and cancellations so your CRM always reflects the latest information without extra work.
Everything You Need to
Sync, Track, and Manage Meetings
in One Place
Sync Calendars Effortlessly
Keep Salesforce and your calendar aligned with real-time, two-way synchronization.
- Sync events across Outlook, Exchange, Google Calendar, and Salesforce
- Reflect event creation, updates, and cancellations automatically
- Sync recurring meetings and updates across systems
- Capture notes, participation status, and key meeting details
Control, Map, and Protect Data
Ensure meetings are captured accurately and aligned with your CRM structure and policies.
- Map events to Contacts, Leads, Opportunities, and custom objects
- Use attendee and event data to determine correct associations
- Control what data is synced with role-based policies
- Keep private and internal events excluded or restricted
- Handle complex scenarios like multi-attendee and cross-time-zone events
Collaborate Across Team Calendars
Enable shared access and coordinated scheduling across teams.
- Delegate calendar access and manage events on behalf of others
- Allow others to book meetings and send invites on your behalf
- Sync and unify group calendars across teams
- View team schedules and meetings in one place
Complete Activity
Capture Platform
Capture, connect, and sync every email, meeting, and interaction to Salesforce automatically and at scale.
Explore Full Solution
Trusted by
Revenue Teams Worldwide
The guys from Revenue Grid made an enormous job easy synchronizing our vital data and allowing us to save all emails we needed
Kara Noonan
VP of TN, GA & Central FL Account Development
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.
