Revenue intelligence & sales analytics · Revenue Grid

Revenue Grid

Salesforce-focused revenue intelligence suite that auto-captures email, calendar, and rep activity to build pipeline visibility and deal guidance.

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Revenue Grid centers on automatic activity capture: it syncs Outlook or Gmail email and calendar events into Salesforce, logging meetings and contacts without manual data entry, and adds an inbox sidebar for managing CRM records from within email. On top of that captured activity it builds 'True Pipeline' visibility showing how deals actually progress, team-level activity analytics, and deal guidance that flags risks and opportunities, plus multichannel sales-sequence tools and AI agents for meeting preparation. Pricing is tiered by capability rather than sold as a single bundle, moving from basic activity capture up through AI search over a data lake to full pipeline and forecasting access. It competes with Weflow and Gong for Salesforce-centric teams prioritizing CRM data hygiene alongside analytics.

At a glance

Vendor Revenue Grid
Pricing model Subscription
Free tier No
Deployment Cloud
Open source No
Best for Salesforce-centric revenue teams that want tiered, budget-scalable activity capture and pipeline visibility.

Pricing

Tiered per-user pricing from basic activity capture up to full pipeline and forecasting access.

Plan Price Notes
Activity Capture 360 $30/user/month automated activity capture and Salesforce integration
Knowledge Capture $49/user/month adds AI-powered search and a data lake
Revenue Grid Ultimate $149/user/month full platform: pipeline visibility, forecasting, and deal guidance

Prices read from the vendor's own page on September 21, 2026. Vendors change prices; check the source before you budget.

Features

  • Automatic email and calendar activity capture into Salesforce
  • Inbox sidebar for managing CRM records from Outlook or Gmail
  • 'True Pipeline' visibility into deal progression
  • Team-level activity analytics
  • AI-driven deal guidance flagging risks and opportunities
  • Multichannel sales-sequence automation
  • AI meeting preparation and outcome capture

Integrations

Profile last reviewed September 21, 2026

Alternatives

Weflow Salesforce-native revenue AI tool that auto-captures emails, meetings, and calls to keep pipeline, forecast, and deal fields up to date. Clari Forecast AI sales-forecasting product, formerly the standalone Clari, now sold as part of Salesloft's revenue platform. Gong Conversation intelligence platform that records sales calls and emails and mines them for deal risk, coaching, and forecasting.

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Terms to know

Sales forecasting Predicting future sales volume or revenue from pipeline data, historical trends or statistical models. Pipeline coverage The ratio of open sales pipeline value to a revenue target, used to judge whether enough deals exist to hit it. KPI (key performance indicator) A measurable value tracked over time to show whether a team or process is on track toward a goal. Data lake A storage repository that holds raw data of any format cheaply, with structure applied only when the data is read.

Related guides

How to choose a revenue intelligence platform Revenue intelligence tools start from sequencing execution, call transcripts, or CRM activity capture — that starting point shapes everything else.