Better Decisions from CRM data

Best-in-Class Activity Capture and Knowledge Extraction Tailored for Salesforce CRM

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Watch How It Works

Activities permanently stored in Salesforce

Sync historic activities up to 24 months

Extracts context, not just content

Welcome to the evolution of Activity Capture

Introducing RG’s Knowledge Capture

Captures Every Sales Interaction

Tracks all your activities and maps them to the right records in Salesforce.

Makes Sense of Your Data

Turns raw activity into a knowledge lake of key events, context and insights.

Allows You to Talk to Your CRM

Gives you unprecedented access to knowledge in your CRM through chat.

When Activity Capture
Meets AI Perfectly

Extracts Events and Artifacts

Automatically captures emails, meetings, contacts, files and touchpoints.

Understands Context

Identifies relationships, timelines, and intent behind every interaction to enrich your CRM data.

Builds a Knowledge Lake

Centralizes structured and unstructured data into a single source of truth.

Provides Access to Knowledge and Intelligence

Enables instant insight through chat and AI-guided recommendations.

Collect Data

Work Inside Inbox

Manage Calendar

Act on Data

Sales data is scattered and manual to track

Collect Data Automatically

Capture everything, effortlessly from email to calendar to CRM.

• Auto or semi-auto sync emails, meetings, contacts and attachments
• Update records via chat with natural language commands
• Decide what to capture, how to store it, and what to exclude

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Reps waste time switching between tools

Work Inside Your Inbox

Stop toggling between apps and take action where you already work.

• View and update Salesforce records directly from Outlook
• See deal history, contact details and pipeline insights in one click
• Trigger workflows, sequences or follow-ups instantly

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Collected data lacks context and can’t drive action

Manage Calendar Without the Back-and-Forth

Simplify scheduling and sync every meeting with Salesforce automatically.

• Automatically sync, log, and link all your meetings to Salesforce
• Keep personal events private and enable team-managed scheduling
• Let customers book time via smart scheduling links

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Collected data lacks context and can’t drive action

Act on Data, Not Just Collect It

Turn activity into insight with a centralized Knowledge Lake that powers real-time guidance.

• Turn activity into insight with a centralized Knowledge Lake that powers real-time guidance.
• Ask what to do next with any contact or deal
• Create emails or sequences directly from your data
  Surface gaps in pipeline, stakeholders, or activity

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Unlimited Retention.
Unlimited Reporting.
Your Rules.

No Retention Limits

Keep your Salesforce data as long as you need it, with no 24-month cap or hidden limits.

Flexible Deployment

Secure sensitive data in a private cloud or scale seamlessly with a flexible cloud solution.

Never Lose Historical Data

Auto-save past activities in bulk for on-demand access, whenever you need it.

Control What You Sync

Sync standard or custom objects with rules and filters that suit your needs.

Revenue Grid × Einstein Activity Capture

Discover how Revenue Grid outshines Einstein Activity Capture

See the full comparison

Capture Everything,
Not Just the Basics

Einstein locks you into defaults. Revenue Grid captures what you need: standard fields, custom objects, or any other activity that matters.

Store Every Interaction,
No Auto-Delete

With Revenue Grid, there’s no 6-month expiry. Every interaction is captured and stored, so your CRM history stays complete and useful over time.

Decide Where
Your Data Lives

Choose where and how Revenue Grid runs: public cloud, private cloud, or on-prem. Einstein gives you no say over infrastructure or data residency.

Salesforce users rely on RevenueGrid

Proven Outcomes,
Measurable Performance

90%

Forecast Accuracy

400%

More Activity in CRM

15+

Hours Saved per Rep/Month

14%

Higher Win Rate

Keep Your Data Secure and Compliant

GDPR compliance

Committed to compliance with
Europe’s General Data Protection Regulation (GDPR).

CCPA

We collect and process Personal Information under the California Consumer Privacy Act of 2018 (CCPA)

HIPPA Compliance

Committed to compliance with
Europe’s General Data Protection Regulation (GDPR).

Get Started with
Revenue Grid Today

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