Automated Data Entry
Less manual input. More reliability.
Eliminate manual data entry and reduce errors. Automatically capture all emails, calls, and calendar data to ensure your CRM is always accurate.
Enhanced Data Security
Less risk. More confidence.
Protect your data with industry-leading privacy standards. Revenue Grid ensures a secure and private environment for your CRM, giving you peace of mind.
Customization & Integration
Less rigidity. More flexibility.
Tailor your CRM to fit your business needs. Revenue Grid offers broader integration capabilities, custom object support, and scalability features that allow you to customize your CRM exactly as required.
Boost CRM Adoption
Less resistance. More engagement.
Make it easy for your sales team to use the CRM effectively. With our user-friendly interface, reps never have to switch tabs—they can manage everything directly from their inbox, ensuring higher adoption and better data quality.
Auto-capture everything
Automatically capture and save all your sales data from Outlook/Gmail and calendar to Salesforce without the stress of manual entry.
Auto-create objects in Salesforce
Automatically generate Contacts, Leads, Accounts, Opportunities, and Salesforce custom objects.
Ditch the tab overload
Reduce Salesforce complexity. Reps never have to go to Salesforce again as they can edit data directly from their Revenue Grid email sidebar.
Easy configuration
Configure data capture to accommodate any workflow or work with any Salesforce custom object or field. Use Salesforce views and APEX rules without any hassles… tailor to suit your team’s workflows.
850,000 +
Sales and CRM professionals trust Revenue Grid to streamline workflows and ensure data accuracy.
Get a good look at how they do it.
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