100% customizable
Auto capture of every customer interaction, your way.
Automatically log all data from customer communication channels to Salesforce. No missing data, no inaccuracies, no duplicates.
- Capture and save data on dedicated tenant, or use private cloud
- Capture email threads, sync historical data, multi-match data
- Automatically create leads and accounts in Salesforce
Save 10+ hours per week, per rep
Avoid calendar conflicts with Lightning Scheduler Adapter.
Keep your Salesforce and Outlook or Gmail calendars in sync in real time so that scheduled appointments always match—everywhere
- Sync all business-related events without a hitch
- Insert clickable time slots in your email for easier scheduling
- Share your availability via links and save time on scheduling
24% more CRM usage company-wide
Manage all your sales data without opening Salesforce.
Access complete Salesforce Financial and Sales Cloud data directly from Revenue Inbox. Create, link, and edit any standard or custom object on the go.
- Choose objects and fields to display in the Revenue Inbox Sidebar
- Manually save emails to the right Salesforce records
- Fully customized Lightning user interface
Secure private cloud deployment
Talk to us about options for private cloud
Enterprise scalable
We can scale for up to 100k users
Multi-Geo support for Office 365
If you work with Microsoft Exchange for Multi-Geo, we have you covered
Lightning Scheduler
The Revenue Grid offers full support and functionality via our Lightning Scheduler Adapter
Salesforce Community Licenses
We offer full support of Community licenses
Financial Services Cloud Support
Revenue Grid is specifically designed for Salesforce Financial Services Cloud
Best-in-class customer support
Experience superior customer support by Revenue Grid with speedy resolution of any request
Security first
Revenue Grid is proudly SOC 2 compliant, ISO 27001 certified, and GDPR compliant
%20(4).png?width=100&height=100&name=Revenue%20Grid%20provided%20Emerlad%20Scientific%20with%20(600%20x%20600%20px)%20(4).png)