Complete CRM Context
Without Switching Tabs
Access contacts, accounts, and opportunities instantly in your inbox so reps always have the right information at the right time.
Capture
Activity Capture
Auto-sync sales data to Salesforce
Inbox Sidebar
Manage Salesforce from your inbox
Salesforce and Email Integration
Connect email and Salesforce seamlessly
Calendar Sync
Automatically log meetings and sync calendars
Integrations
Connect your favourite tools
Scheduling
Book meetings, avoid double bookings
Inspect
True Pipeline
See which deals are progressing or stalling
Sales Forecasting
Forecast on real deal odds
Team Analytics
Bird’s-eye view of rep activity
Financial services
Insurance
Brokerage firm expanded capabilities
CAPIS
Overcame data inaccuracy
Commercial Bank
Multi-billion dollar bank, enhanced ops
What's new
Latest Platform Release
Trusted by 900,000 Salesforce users globally
Complete CRM Context
Automatic Activity
Logging at Scale
Capture emails, meetings, and calls to Salesforce automatically so your CRM stays accurate without manual data entry.
Guided Actions
to Move Deals Forward
Surface AI-driven next steps and revenue signals directly in the sidebar so reps act on the right opportunities at the right moment.
Everything You Need to
Work, Capture, and Act In One Place
Manage and Capture CRM Data Seamlessly
Work with Salesforce records directly from your inbox while ensuring every interaction is captured correctly.
- Auto-suggest Accounts, Contacts, Leads, and Opportunities
- Create or update records and log emails, meetings, and attachments in one place
- Link activities to multiple records to reflect real relationships
- Apply activity types, categories, and custom fields
Get Full Context and Take Action
Access everything you need to understand deals and move them forward.
- View and update opportunity details (stage, amount, close date)
- Pick up conversations with full history
- Personalize outreach based on prior interactions and signals
- Use templates, snippets, and playbooks aligned to deal stage
AI Chat, Your In-Workflow Assistant
Ask questions, generate content, and get instant insights.
- Summarize email threads, meetings, and account activity
- Generate replies, follow-ups, and meeting notes
- Ask questions about deals, contacts, and recent interactions
- Get instant recommendations on next steps and risks
Schedule Without Friction
Move faster from coordination to conversation.
- Share availability or booking links directly from your inbox
- Insert time slots into emails
- Automatically sync meetings to CRM once booked
Enterprise-Ready Control and Governance
Maintain data quality, consistency, and compliance across your organization.
- Apply admin-defined capture rules and permissions
- Support privacy policies and data governance requirements
- Ensure consistent, audit-ready CRM data across teams
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
The guys from Revenue Grid made an enormous job easy synchronizing our vital data and allowing us to save all emails we needed
Kara Noonan
VP of TN, GA & Central FL Account Development
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
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
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.
