With Revenue Grid, you can automatically capture all sales activities and client data directly from your Gmail Inbox, always keeping your CRM data up to date.
Auto-capture your emails, business meetings, tasks, and more to more than one Salesforce record simultaneously. Auto-create new objects in your Salesforce that include data from your Inbox.
Use Email Sidebar to manage your CRM data directly from your Inbox. Easily view and update any Salesforce record without leaving your Gmail Inbox, and save selected emails to any record in your CRM.
Auto-mirror any business-related event between your Google and Salesforce calendars. Once you update any event in one calendar, the changes will apply everywhere. Revenue Grid updates your Salesforce with only business events, keeping your private meetings private.
Eliminate your scheduling routine. With Revenue Grid, you can easily insert clickable time slots from your Calendar in your email or share your availability in a link, allowing your leads and prospects to choose the time that works best for them.
