The Most Secure Activity
Capture for Financial Services

Name: Revenue Grid Platform
Brand: Revenue Grid
Availability: InStock
Rating: 4.5 (150 reviews)

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

Complete, reliable client interaction data in Salesforce

Flexible by design to support diverse FinServ workflows

Built for regulated environments with data ownership and retention

Compatible with

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Trusted by 900,000 Salesforce users globally

Automate Activity
Capture into Salesforce

Turn everyday client communication into trusted
Salesforce data.

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

Full control over capture rules – 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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A faster way to choose the right platform

Financial Services Evaluation Checklist for Activity Capture

Assess fit. Benchmark vendors. Move forward with confidence.

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Built for
Regulated Environments

View Security & Compliance

Data Governance Controls

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

Audit-Ready Activity Records

Maintain complete, searchable, and reportable client interaction records in Salesforce, supporting SEC, FINRA, and MiFID II requirements.

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.

Use Cases by FinServ Segments

Wealth Management

Investment Banking

Private Equity

Capital Markets

Complete communication and compliance records across advisors, assistants, and teams

Deeper relationship insights and higher advisor productivity without manual CRM updates

Consistent and tailored client engagement with visibility for reviews and audits

Accurate deal communication trails across long, complex deal cycles

Reduced risk from missing or out of context interactions during the relationship cycle

Reliable activity reporting for deal oversight and leadership review

Clear meaningful interaction history across portfolio companies

Better collaboration between investment, ops, and portfolio teams

Stronger oversight without adding complexity or reporting overhead

Consistent client and counterparty communication records

Accurate activity data for coverage and enhanced relationship management

Improved coordination across desks and teams

Discover Activity Capture
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.

Impact you can measure

50%

more client meetings

A multi-billion-dollar bank used Revenue Grid to streamline scheduling and increase advisor availability.

16+

hours saved
per advisor, per week

A full-service financial services company adopted Revenue Grid to eliminate workflow conflicts and reclaim productive time.

30%

Growth
in new client contracts

An insurance brokerage scaled operations with Revenue Grid despite complex, overlapping workflows.

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.

— David Choate, COO, Capital Institutional Services, Inc.