Capture every client interaction accurately and completely, then deliver that context on your terms across your revenue ecosystem, so every system works from the same trusted data.
Critical client interactions live outside the CRM and AI tools teams rely on, trapped in inboxes, calendars, and personal workflows. Manual data entry is slow and error-prone and systems do not reflect the true and complete state of client relationships. Without a trustworthy foundation, teams can’t accurately assess opportunities, manage risk, or grow revenue with confidence.
Revenue Grid’s Context Foundation provides the one trusted source of relationship data that revenue teams need – captured once and delivered everywhere your business and your AI need it: accurately, compliantly, and on your terms, with hours of manual admin work eliminated so teams can spend more time with clients.
Context Capture
Ensure your CRM and AI workflows reflect the full reality of every client engagement with the most comprehensive activity capture solution on the market.
Context Gateway
Configuration-driven at every layer to meet your unique environment: Precisely control what data is captured, how it’s stored, and where it lives.
Precisely control what data is captured, excluded, and stored using configurable rules aligned to internal policies.
Certified to SOC 2 Type II and ISO 27001, with encryption, access controls, and audit logs embedded at every layer.
Retain full ownership of your data with flexible deployment options including cloud, private cloud, or on-premises environments.
Privacy measures are integrated into systems from inception, personally identifiable information is handled transparently, and practices are regularly validated through internal checks and external audits.
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 prioritize and nurture their leads.
$30M
Increase
Slalom Consulting used Revenue Grid to find new revenue opportunities in their existing pipeline
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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