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Seamless Salesforce Email & Calendar Integration for Maximum Productivity

Capture every interaction in Salesforce automatically.

Activities permanently stored in Salesforce
Sync historic activities up to 24 months
Extracts context, not just content

Get Started with Revenue Grid

The Easiest Way to Keep Your CRM Clean
and Your Team Focused

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Keep Your Data Accurate

We keep your CRM organized and duplicate-free, without any extra effort from your team.

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Improve Productivity

We save time, remove manual work, and let your team focus on clients not admin.

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Gain Complete Visibility

We ensure data is complete and consistent, giving you a single source of truth for every client.

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Built for Scale, Security, and Total Data Ownership

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Flexible Deployment

Secure sensitive data in a private cloud or scale seamlessly with a flexible cloud solution.
Sync standard or custom objects with rules and filters that suit your needs.
All captured data is stored directly in your Salesforce org accessible for analytics, auditing, and compliance.
Keep your Salesforce data as long as you need it, with no 24-month cap or hidden limits.
Auto-save past activities in bulk for on-demand access, whenever you need it.
Designed to support up to 100K+ users across global teams, with multi-geo Microsoft 365 support.

Keep Your Data Secure and Compliant

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GDPR compliance

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

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CCPA

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

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HIPPA Compliance

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

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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

Book a Demo

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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
  • Access full client context right where conversations happen
  • Trigger workflows, sequences or follow-ups instantly

Book a Demo

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Too much time scheduling, no CRM sync

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

Book a Demo

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Collected data lacks context and can’t drive action

Act on Insights,
Not Just Collect Information

Turn captured activity into actionable intelligence with a knowledge layer that guides teams in real time.

  • Ask what to do next with any account, bid, or opportunity.
  • Generate personalized follow-ups, emails, or meeting summaries directly from captured interactions.
  • Spot engagement gaps, missing stakeholders, or stalled projects.

Book a Demo

Salesforce users rely on Revenue Grid

Proven Outcomes,
Measurable Performance

90%
Forecast Accuracy
400%
More Activity in CRM
30+
Hours Saved per Rep Monthly
24%
Increase in Salesforce adoption
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