Capture Every Interaction.
Automatically

Your customer conversations live in email, but your business decisions live in
Salesforce. RevenueGrid bridges the gap by automatically capturing,
structuring, and syncing email activity directly into your CRM.

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Trusted by 800K+ Salesforce users globally

Complete Visibility &
Data Quality

Capture every interaction and connect it to the right records, so your CRM reflects full reality of every customer relationship.

Productivity Without
Manual Work

Eliminate logging and let your team focus on building customer relationships, while activity is captured and synced in the background.

Flexible Configuration
& Control

Customize capture rules, data handling, and permissions to match your processes without compromising control or compliance.

Capture Emails
Effortlessly

Capture emails directly into your CRM as they happen in real time.

Native sync with Microsoft 365, Microsoft Exchange, and Google Workspace
Sync emails to Contacts, Accounts, Opportunities, Cases, and custom objects with multi-record associations
Auto-create Contacts and Accounts for new participants
Flag uncertain matches for user review

Salesforce activity card showing a captured email thread with auto-matched contacts and follow-up timeline.

Control What Gets Captured

Define exactly what enters your CRM, so your data stays aligned with governance, compliance, and operational requirements.

Define capture scope: body, headers, attachments, with selective thread sync and logging
Automatically exclude sensitive content using keyword filters and global allow/deny rules for domains and addresses
Set default sync behavior and control attachments by size, type, and sensitivity, enforcing policies centrally

Sync Settings panel with toggles for Events, Tasks, Contacts and an event auto-save rule editor.

Configure To Fit Your Workflow

Adapt capture to how your team works with the flexibility you need, without compromising data quality or control.

Choose your sync mode: automatic, semi-automatic, or manual via Sidebar
Link interactions across multiple CRM records with configurable matching logic
Keep your Salesforce data as long as you need it, with no limits or hidden caps
Enable accurate reporting without data restrictions

Sync mode selector connected to a column of CRM record-type icons (email, phone, interests, tasks).

The Most Rigorously Security-Tested Environment Available

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.

Enterprise-Scale Performance

Retain full ownership of your data with flexible deployment options including cloud, private cloud, or on-premises environments.

Never lose captured data

Keep all activities stored indefinitely, with historical sync to preserve past interactions and ensure full data continuity.

Take Full Control Over Your Data

Define exactly what data is captured, how it’s linked, and where it’s stored with flexible rules and full control over synchronization.

Deploy On Your Private Cloud

Decide how to deploy your solution, on your private cloud or your terms, with full encryption and control to protect your Salesforce data.

Activity Capture Overview

How activities are captured, linked, and synced to Salesforce automatically.

Complete Activity
Capture Platform

Capture, connect, and sync every email, meeting, and interaction to Salesforce automatically and at scale.

Explore Full Solution

Trusted by
Revenue Teams Worldwide

How teams use Revenue Grid to capture activity, improve data quality, and drive better outcomes.

Darren Knapp

Director, Global Operations at Slalom Consulting

The guys from Revenue Grid made an enormous job easy synchronizing our vital data and allowing us to save all emails we needed

David Choate

Chief Operating Officer, CAPIS

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.

Wes Burk

Chief Operating Officer, Emerald Scientific

From a management perspective, we can pop in and see where things may have been rough and step in to help smooth things out, which helps us all keep things moving in the right direction.

Let’s look at how RevenueGrid supports compliant growth for your team.

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Capture Every Interaction.
Automatically