Yes. The scheduler integrates natively as an Outlook add-in, letting reps insert time slots and access their Book Me link without switching context. It also works with Gmail.
The Smarter Way to
Schedule Meetings
Revenue Grid helps teams schedule meetings directly from outlook and gmail, share booking links, and let customers choose the best time without the usual back and forth.
- Schedule with Book Me links or Time Slots
- Personal, delegated, or Round Robin scheduling
- Custom availability and meeting buffers
Trusted by 800K+
Users Globally
Everything your team needs to
schedule meetings efficiently
Choose the right scheduling flow, share availability, and keep meetings moving
How meetings are booked
Two Booking Flows,
Two Booking Flows,
One Experience
Give reps two flexible ways to book meetings, share a Book Me link or insert Time Slots directly into an email.
- Share a Book Me link for self-serve booking
- Add real open time slots directly into your emails
- Send options based on your or your teammates’ live availability
Who meetings are booked for
Personal to Team
Personal to Team
Scheduling Unified
Cover every scheduling flow, from booking for yourself to coordinating meetings for teammates or assigning them automatically across a team.
- Schedule on behalf of teammates when needed
- Assign meetings based on availability and booking load with Round Robin
- Coordinate meetings that require multiple team members
How availability is controlled
Define Your
Define Your
Scheduling Rules
Give teams more control over when meetings can be booked and let users shape availability around real working hours and meeting preferences.
- Set the days and hours when meetings can be booked
- Add buffers before or after meetings to protect your time
- Keep bookings aligned with real working hours and preferences
How meetings are set up
Set Up Virtual Meetings
Set Up Virtual Meetings
Automatically
Make virtual scheduling easier by adding online meeting details as part of the booking flow.
- Use Zoom or Microsoft Teams as the meeting location
- Create online meeting details automatically when a meeting is booked
- Add join information to every invite without extra steps
How booked meetings stay flexible
Make Changes Easy
Make Changes Easy
After Booking
Reduce manual coordination after the meeting is booked by allowing invitees to reschedule or cancel meetings.
- Let invitees reschedule meetings without extra back-and-forth
- Let invitees cancel when plans change
- Set cut-off times for changes to protect your calendar
Built for Scheduling
Inside Outlook & Gmail
Open the Revenue Grid
in Outlook
Choose your scheduling flow, Book Me for a shareable booking link or Time Slots to add open times directly to your email.
Configure your
booking flow
Add attendees, choose meeting details, enable Round Robin if needed, and select between Zoom or Teams when relevant.
Share and
let invitees book
Share the link or send available time options, then let invitees choose a time while Revenue Grid handles assignment, meeting details, and calendar updates automatically.
Impact You Can Measure
80%
faster meeting scheduling
With our enterprise-grade data security environment, your team can enhance customer trust and focus on revenue, not risk.
+50%
new meetings per quarter
A multi-billion dollar bank used Revenue Grid to streamline scheduling and increase advisor availability.
16+
hours saved per broker each week
A full-service financial services company adopted Revenue Grid to eliminate scheduling conflicts and reclaim productive time.
Why Organizations Trust Us
Since 2008, we’ve enabled secure, reliable Salesforce operations for teams worldwide.
Proven adoption
900,000+
Satisfied users worldwide
Battle-tested platform
18 years
Powering revenue operations
Ecosystem ready
21
Certified ISV partners
Recognized leadership
G2 Leader
Consistently since 2018
Frequently Asked Questions
Each rep gets a personal booking page that reflects their live calendar availability. Prospects pick a slot, and the meeting is confirmed instantly — no email ping-pong required.
Smart Nudges are AI-powered reminders that alert reps when a deal is going quiet or a follow-up is overdue. They surface directly inside the inbox so nothing slips through the cracks.
Yes. Every meeting booked, email sent, and call logged through Revenue Grid is automatically written back to Salesforce – keeping your CRM accurate without any manual data entry.
Yes. The Book Me page supports team round-robin routing, so prospects are automatically assigned to the next available rep based on workload and calendar availability.