Capture Every Relationship
Control Every Detail

Einstein Activity Capture can log emails and meetings, but leaves you with incomplete, cluttered, and hard-to-use data.

Revenue Grid gives you full control over what’s captured, ensures every interaction is complete, and keeps your CRM clean, accurate, and ready to use.

Trusted by Revenue Teams That Rely on Clean, Accurate, and Structured CRM Data to Run Their Business.

Sun Life
Hilton
MUFG
Slalom
RAND Worldwide

Don’t Settle for
Partial Activity Capture

Revenue Grid gives organizations full control over what data is captured, how it’s structured, and where it’s stored—ensuring complete relationship intelligence, long-term visibility, and compliance-readiness.

Unlike Einstein Activity Capture, which operates as a limited one-size-fits-all solution with restricted storage and configuration, Revenue Grid is built for teams that depend on accurate, usable CRM data to run their business.

Take Control
of Your CRM Data

Activity capture should adapt to your Salesforce environment—not the other way around. Revenue Grid uses flexible, rule-based capture so teams control what gets logged and how it's structured. With native support for custom objects, data aligns to your business without workarounds.

  • Granular, rule-based capture logic
  • Custom linking rules
  • Custom Salesforce objects supported, no Flows or triggers required
  • Tailor sync rules for different users or teams
Revenue Grid captures Salesforce activity with granular, rule-based control. Einstein AC applies the same rules to every record.

Capture the Full Relationship History, Accurately

Revenue Grid ensures every relevant interaction, past and present, is captured and structured in Salesforce, creating a reliable relationship timeline.

  • Multi-year email history + backfill, no data loss over time
  • Thread-level tracking
  • Multiple email alias support
  • Attachments stored as native Salesforce content
Salesforce activity feed showing emails, meetings, and historical threads backfilled into the relationship timeline.

Keep Your CRM
Clean and Usable

Better data beats more data. Revenue Grid filters out the noise and captures only what's relevant. The result is a CRM that remains clean, structured, and easy to use, with accurate reporting.

  • Automatically removes duplicate quoted text
  • Noise filtering and selective capture
  • Reduced data duplication across threads
  • Improved CRM performance and reporting accuracy
A Gmail thread with duplicated quoted replies alongside a Revenue Grid summary card showing deduplicated revenue, meeting, and next-step fields.

Built for
Enterprise Environments

Revenue Grid is designed for complex, real-world organizations, supporting partner ecosystems and regulated environments with enterprise-grade security and deployment flexibility.

  • Secure and private, by design and default, including for HIPAA-compliant deployments
  • Full Partner Community and Experience Cloud support
  • Captured interactions in Salesforce Financial Services Cloud
  • Flexible deployment models, including private cloud for complete control over data security and privacy
Enterprise compliance badge grid: SOC2, ISO 27001, GDPR, HIPAA, Penetration Tested, CCPA, and PCI-DSS.

Revenue Grid vs. Einstein Activity Capture

FEATURES
Historical Email Sync
Multi-year history + backfill
Limited retention: six months by default, five years with a paid version
Email Attachments
Captured as Salesforce content
Limited / inconsistent
Capture Control
Granular rules (filters, logic)
Limited configuration
Email Thread Sync
Full thread-level sync
No thread-level control
Duplicate Content Handling
Auto-removes quoted text
Stores full threads (duplicates)
Email Auto-Cropping
Supports cropping, syncs only latest email to save storage
Saves full email chains
Custom Object Support
Native, no extra config
Requires Flows / setup
Alias Support
Full support
Limited
Multiple Email Support
Supports multiple corporate + Microsoft 365 accounts per user
Does not support both account types simultaneously
Selective Logging
Accurate and selective logging; User-controlled via Outlook category or Google label
No user-controlled logging; Outlook categories or Google labels not supported
Task Configuration & Sync
Full task sync with status mapping
Flow-based automation only; requires Admin setup
Partner / External Users
Supported
Limited
Reporting & Analytics
Fully reportable in Salesforce
Limited visibility
Compliance (HIPAA)
Supported (configurable)
Not supported
Admin Effort
Low, rule-based
Higher, requires workarounds

Get Complete, Accurate CRM Data
You Can Trust

Capture every interaction, eliminate noise, and ensure
your CRM reflects reality — not guesswork.

Download

Measured. Proven. Undeniable.

More activity in CRM

400%

Increase in productivity

62%

Reduction in data entry errors

85%

Less time on scheduling & reporting

80%

Hear it Straight
From Our Customers

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

Darren Knapp

Director, Global Operations at Slalom Consulting

Thanks to Revenue Grid, we fixed leaks in our revenue generation process and grew our business despite challenging economic conditions.
Konstantin Perederiy

Konstantin Perederiy

Sales Leader

Revenue Grid helps us save 30–40% of the time we used to spend preparing pipeline reports and tracking deals, so we can focus on our customers and driving outcomes.
David Choate

David Choate

Chief Operating Officer

I value the ease of use. I don’t have to ask my sales 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.

Get Complete, Accurate CRM Data
You Can Trust

Capture every interaction, eliminate noise, and ensure
your CRM reflects reality — not guesswork.

Book a Demo

Frequently Asked Questions