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Our unique approach

Knowledge

AI Sales Assistants

No more data entry. Automate sales actions: leads, meetings, pipeline.

 

Zero-CRM Vision

Powerful

Supercharge sales reps and managers. Achieve quotas. Predict forecast.

 

Simplicity

Simple

Keep your current CRM and sales process. Zero ramp up. Immediate results.

 

Intel Assistant

Stay ahead with real-time insights

Empower sales teams with up-to-date external intelligence to make proactive decisions and seize every opportunity.  

  • Real-time account summaries and market insights 
  • Early detection of trends to act before the competition 
  • Unified dashboard for complete account monitoring 
  • Automatic updates on critical business changes 
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Records-1

CRM Records Assistant

Eliminate manual data entry

Remove the administrative burden from your sales team with the Records Assistant. Focus on closing deals and let Assistant keep your CRM accurate and up-to-date. 
  • Automatic syncing of emails, meetings, and contacts 
  • Close date predictions and opportunity tracking updates 
  • Seamless integration with Salesforce for real-time updates 
  • Effortless contact creation and CRM object linking

Meeting Assistant

Say goodbye to the meeting admin work

Sales teams can focus on closing deals, while leadership stays informed with real-time updates.
  • Pre-meeting preparation with clients’ and participants' background
  • Instant post-meeting summaries and action items
  • Executive-ready meeting reports for strategic planning
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Pipeline Assistants

Pipeline Assistant

Take the guesswork out of forecasting

Know exactly which deals are progressing, which are stalling, and how to redirect efforts to maximize revenue.
  • Automated pipeline cleansing
  • Real-time updates and AI-driven projections
  • Clear view of deal progress and risks

Leave manual data entry behind.
Say hello to your AI Sales Assistants.

See how Revenue Grid can transform your CRM into a growth engine,
helping your team close more deals, faster.