A Salesforce, email, and calendar integration that gives teams
complete client visibility and reduces manual effort.
Trusted by 900,000 Salesforce users globally
Turn everyday client communication into trusted
Salesforce data.
Automatic or semi-automatic capture of emails, meetings, contacts, tasks, and attachments from Outlook and Gmail into Salesforce
Full control over capture rules – decide what is logged, how it’s stored, and what is excluded
Link activities to standard and custom Salesforce objects with configurable field mapping for clean, reporting-ready records.
Run Client Operations without CRM Friction
Insights Panel
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.
Calendar Sync
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.
Appointment 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.
AI CRM Assistant
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.
Data Governance Controls
Precisely control what data is captured, excluded,
and stored using configurable rules aligned to
internal policies.
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.
Customize every aspect. Choose what to track, how to sync, and build the system that works for your team.
Capture activities against both standard and custom Salesforce objects to support complex workflows.
Your data stays in Salesforce as long as you need it. Indefinite data retention means no 24-month cap.
Embed Revenue Grid via a native managed package with admin control, extended objects, and built-in reporting.
Automatically create Contacts and Accounts for new email and meeting participants.
Work with Salesforce directly from email—view records, manage activities, update client data without switching systems.
Capture relevant attachments in Salesforce while applying rules to exclude sensitive or unnecessary files.
Gain complete visibility into client interactions with detailed, activity-based engagement reporting in Salesforce.
Backfill and retain past emails and meetings in Salesforce to maintain a complete interaction history.
Roll out Revenue Grid organization-wide using admin-controlled deployment for fast, consistent adoption.
Deploy Revenue Grid in private cloud or on-premise to match your security and compliance requirements.
Enterprise-grade encryption and security aligned with SOC 2 Type II, ISO 27001, and GDPR.
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.
Why Regulated Organizations Trust Us
Walk through real workflows and understand how secure
activity capture fits into your organization.
