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Turn activity intoRevenue Momentum

The delivery engine that takes every client interaction and syncs it into your CRM as clean, structured, reporting-ready records.

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Trusted by 800K+ Salesforce users globally

  • Slalom
  • Customertimes
  • Foxit
  • Dale Carnegie
  • RAND

Built for accuracy

Don’t settle for messy CRM records

Even when every email, meeting, and interaction is captured, getting that activity into your CRM cleanly is its own problem, leaving admins fighting messy data and reports full of gaps.

Revenue Grid’s CRM Sync is the delivery engine that takes every captured email, meeting, contact, task, and attachment and syncs it to the CRM as clean, structured, reporting-ready records — with full control over how it’s mapped, stored, and secured.

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Complete, reliable records

  • Productivity without manual workAutomatically deliver captured emails, meetings, contacts, tasks, and attachments into your CRM as structured records — no manual data entry required.
  • Complete data, past and presentAutomatic record creation for new email and meeting participants with backfilled historical activity. Flag uncertainties for user review.
  • Accurate reporting without limitsActivity-based engagement reporting with complete visibility into every client interaction.

Flexible by design

  • Complete control over activity mappingChoose which CRM objects it lands on, how fields are populated, and what’s excluded from the record.
  • Support complex workflows with custom objectsLinks activities to both standard and custom objects with configurable field mapping, including multi-record associations, for clean, reporting-ready records.
  • Work with your existing systemsNative sync with Microsoft 365, Microsoft Exchange, and Google Workspace.

Built for security, ownership and control

  • Built with privacy and data protection by designWith our rigorously tested, enterprise-grade global data security environment, your team can trust the data and deliver compliance at scale.
  • Retain full ownership of your data, without limitsUnlimited data retention and flexible deployment across cloud, private cloud, or on-premises environments.
  • Align to internal policiesPrecisely control what data is synced, excluded, and stored in your CRM using configurable rules. Automatically exclude sensitive content or user groups and set default sync behavior for attachment types.

Work your CRM from your inbox

Create and update CRM records and customer activities directly from your email inbox, keeping your CRM accurate with minimal effort, while having complete client context and relationship history at your fingertips.

Learn More about Context Panel
Foxit

Case study

See how Foxit improved visibility, reduced admin work, and created a stable, low-maintenance CRM foundation.

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The most rigorously security-tested environment available

  • AICPA SOC 2 Type 2
  • ISO 27001
  • GDPR
  • HIPAA compliant
  • CCPA
  • Penetration tested
  • PCI DSS compliant

  • Privacy by design and default

    Privacy measures are integrated into systems from inception, personally identifiable information is handled transparently, and practices are regularly validated through internal checks and external audits.

  • Data governance controls

    Precisely control what data is captured, accessed, 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.

  • G2 Leader, Summer 2026
  • G2 Best Results, Summer 2026
  • G2 Best Support, Enterprise, Summer 2026
  • G2 Fastest Implementation, Enterprise, Summer 2026
  • AICPA SOC

Transform your Relationship Data into Revenue Intelligence

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