Transform Relationship
Data into AUM Growth

Name: Revenue Grid Platform
Brand: Revenue Grid
Availability: InStock
Rating: 4.5 (150 reviews)

Revenue Grid automatically and compliantly captures every client interaction across email, meetings, and contacts, turning your CRM into a single, trusted source of truth on every client relationship– enabling advisors to be more prepared, proactive and productive

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Trusted by 800K+
Revenue & Operations
Teams Worldwide

Your CRM is supposed to be the source of truth. For wealth firms, it usually isn’t.

Advisors spend hours each week logging client interactions manually. Calendar invites slip through. Email threads get summarised, not captured. By the time a portfolio review happens, no one is sure if the CRM reflects what actually happened.

Revenue Grid solves this by securely unifying relationship history, context and knowledge into a usable and actionable system of record, so that Wealth Managers can:

Scale your business and grow AUM
Build trust and grow relationships, proactively
Make your relationship data complete and reliable

Keep your CRM data complete without the manual work

Revenue Grid automatically captures every client interaction (emails, meetings, contacts, attachments) directly into Salesforce. Manual data entry disappears. Meeting prep becomes seamless because every advisor walks in with the full client history at their fingertips. No double-entry. No missed updates. No advisor friction.

10+ hours more time with clients per advisor per week

Grow AUM without growing headcount

When relationship data is complete and trusted, advisors can spend more time with clients and deliver relevant, personalized engagement proactively at every touchpoint. Built-in signals surface upsell opportunities, identify at-risk relationships, and recommend next best actions, so your firm grows without adding overhead.

2x more engagement on client outreach

Salesforce-native. Compliance-ready.

Revenue Grid runs natively on Salesforce, not as a third-party sync. Capture rules are fully configurable. Custom Salesforce objects supported. Privacy and compliance are built into the architecture, not bolted on. SOC 2 Type II, ISO 27001, ISO 27701, GDPR, EU-US DPF certified.

Compatible with Salesforce, Microsoft 365, Google Workspace. Deploy on cloud, private cloud, or on-premise.

More productive

With a a complete client profile, automatically captured.

More prepared

With full relationship history and context at your fingertips.

More proactive

With insights and signals that guide next best actions.

The Revenue Action Platform

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Capture

Automatically capture and sync all the client interactions that define your most valued relationships — delivering complete visibility and trusted relationship data revenue teams can act on, directly in Salesforce.

Inspect

Real-time visibility into pipeline health, account risk and progress, so you know what's real and what needs action.

Engage

Begin every customer engagement with confidence. Use up-to-date account intelligence, meeting history and deal guidance to personalize every interaction, with easy access to engagement toolkits to help you along the way.

Direct

Real-time assistance to help you prioritize your day, delegate manual tasks, and understand next best steps for revenue growth.

How Leading Wealth Firms use Revenue Grid

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Darren Knapp

Director, Global Operations

Thanks to Revenue Grid, we fixed leaks in our revenue generation process and grew our business despite challenging economic conditions.

Konstantin Perederiy

Sales Leader

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.

David Choate

Chief Operating Officer

I value the ease of use. I don't have to ask my sales 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.