Walk into every meeting prepared, walk out withaction

Prepare with complete client context, capture what matters automatically, and turn every meeting into clear actions, better follow-up, and stronger execution.

Trusted by 800K+ Salesforce users globally

  • Slalom
  • Customertimes
  • Foxit
  • Dale Carnegie
  • RAND

Built for accuracy

Make every meeting part of the revenue process

Client meetings are critical to revenue, but preparation, note-taking, and follow-up are still manual and distracting.

Revenue Grid Meeting IQ connects the full meeting lifecycle to Salesforce and adapts to your sales methodology, playbooks, and business process helping teams prepare faster, stay focused, and turn every conversation into clear actions and stronger execution.

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Walk into every meeting prepared

Give teams the right context for every conversation, tailored to the buyer, opportunity stage, and your sales strategy.

  • Bring together client history, opportunity status, stakeholders, recent engagement, and open commitments
  • Generate focused meeting briefs, talking points, reminders, and discussion priorities automatically
  • Prepare for first meetings, renewals, cross-sell conversations, and strategic client discussions in minutes

Turn conversations into action

Capture what matters from every meeting and move directly from discussion to execution.

  • Turn conversations into structured summaries, decisions, commitments, next steps, and action items
  • Update opportunities, accounts, contacts, and relevant Salesforce fields directly from the meeting
  • Generate follow-ups and deliver actions into Salesforce, Outlook, Teams, and Slack so nothing gets lost

Improve with every client conversation

Use objective meeting intelligence to understand what worked, where execution fell short, and how teams can improve.

  • Evaluate meetings against your methodology, playbooks, qualification criteria, and success factors
  • Analyze questions, objections, stakeholder coverage, risks, and key discussion themes
  • Turn every evaluation into practical coaching suggestions that improve future conversations

Get meeting insights faster

Kora Chat is built into different stages of the meeting flow, so teams can ask questions as they prepare, review conversations, and follow up without digging through transcripts, notes, or CRM records.

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Kora AI

Kora AI connects CRM data, client activity, meetings, relationship history, and opportunity context to power trusted, source-traceable insights, risks, summaries, and recommended actions aligned with your revenue process.

Learn More about Kora AI

Customer voices

Trusted by revenue teams worldwide

Helping revenue teams turn client context into clearer decisions and stronger execution

  • Jason Pfeiffer

    Vice President, Rand Simulation

    Meeting Assistant has become an important part of how we manage opportunities. The meeting summaries are phenomenal, and they feed into a broader view of the deal, helping us quickly understand risks, key insights, and where we should focus next.
    Rand Simulation
  • Konstantin Perederiy

    Sales Leader, Customertimes

    Revenue Grid helps us save 30–40% of the time we used to spend preparing pipeline reports and tracking deals, so we can focus on our customers and driving outcomes.
    Customertimes
  • Jason Kramer

    Regional Sales Manager, Rand Simulation

    The biggest value for me is having Revenue Grid's opportunity summary in Salesforce. It brings together meeting insights, deal risks, and key recommendations into a quick snapshot, making it much easier to understand where every opportunity stands without digging through multiple meetings.
    Rand Simulation
  • 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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