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RevenueGrid

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RevenueGrid's own site

What RevenueGrid is

RevenueGrid is a revenue intelligence platform that captures customer interactions and syncs them with a CRM. It records emails, meetings, contacts, and documents, and is native to Salesforce for real-time integration and reporting. Activity Capture 360 includes automated capture, historical synchronization, a Salesforce inbox and calendar sidebar, and online scheduling. Knowledge Capture adds AI chat and search across sales data, a revenue-grade data lake, and record assistance. Revenue Grid Ultimate adds pipeline tools, forecasting, team analytics, deal guidance, sales cadences, meeting assistance, and AI assistants. Other listed integrations include Siebel, Zoom, GoToMeeting, Dropbox, Google Drive, SharePoint, and Box. Deployment options include cloud, private cloud, and on-premises, with EU data residency available. RevenueGrid supports Android, iOS, macOS, Windows, web, and extension access, as well as self-hosted deployment. Activity Capture 360 costs $30 a month billed user/month; Knowledge Capture costs $49 a month billed user/month; Revenue Grid Ultimate costs $149 a month billed user/month. A free trial is available, but there is no free plan.

Who it suits

RevenueGrid is aimed at sales teams, RevOps leaders, and executives seeking visibility into revenue performance. Its Salesforce integration and multiple deployment options may suit organizations building workflows around that CRM.

What it does well

  • Captures emails, meetings, contacts, and documents.
  • Native Salesforce integration and reporting.
  • Offers cloud, private-cloud, and on-premises deployment.
  • Free trial available.

What to know first

  • No free plan.
  • Activity Capture 360 costs $30 a month billed user/month.
  • Revenue Grid Ultimate costs $149 a month billed user/month.

Limits

There is no free plan. Activity Capture 360 costs $30 a month billed user/month; Knowledge Capture costs $49 a month billed user/month; Revenue Grid Ultimate costs $149 a month billed user/month.

Plans

PlanBilled and limitsPrice
Revenue Grid Ultimateuser/month · Knowledge Capture included · True pipeline · Meeting assistance · Forecasting · Relationship intelligence · Team analytics · Deal guidance · Sales cadences · RG Assistant · Intel assistance · RG Mentor$149 a month
Activity Capture 360user/month · Automated activity capture · Real-time Salesforce integration · Historical synchronization · Inbox and calendar Salesforce sidebar · Online scheduling$30 a month
Knowledge Captureuser/month · Activity Capture 360 included · AI chat and search across sales data · Revenue-grade data lake · Record assistance$49 a month
Founder PricingSpecial rates for qualifying early-access customers · Opportunity to help shape the AI roadmapOn request

As revenuegrid.com lists them, read 1 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the RevenueGrid website.
  2. Start the free trial.
  3. Choose a plan: Activity Capture 360, Knowledge Capture, or Revenue Grid Ultimate.
  4. Authorize Salesforce, Microsoft 365, or Google using OAuth 2.0.
  5. Connect the CRM and any listed services your team uses.
  6. Use RevenueGrid through the web, an app, an extension, or a deployment option offered for your organization.

Verdict

RevenueGrid combines interaction capture with CRM synchronization and sales intelligence features. Its listed plans start at $30 a month billed user/month, with no free plan.

Questions

How much does RevenueGrid cost?

Activity Capture 360 costs $30 a month billed user/month. Knowledge Capture costs $49 a month billed user/month, and Revenue Grid Ultimate costs $149 a month billed user/month.

Does RevenueGrid have a free plan or trial?

It has a free trial and no free plan.

Which platforms does RevenueGrid support?

Listed platforms are Android, iOS, macOS, Windows, web, extension, and self-hosted.

Does RevenueGrid integrate with Salesforce?

Yes. It is native to Salesforce and provides real-time integration and reporting. Its Outlook plugin also syncs information between Outlook and Salesforce.

What does each plan include?

Activity Capture 360 includes automated activity capture, historical synchronization, a Salesforce inbox and calendar sidebar, and online scheduling. Knowledge Capture adds AI chat and search, a data lake, and record assistance; Revenue Grid Ultimate adds pipeline, forecasting, analytics, guidance, and other sales tools.

Who makes RevenueGrid and when was it founded?

RevenueGrid was founded in 2005. Its headquarters are in Atlanta, Georgia, United States.

Facts from RevenueGrid's own pages

Activity capture
Activity Capture 360 includes automated activity capture, historical synchronization, a Salesforce inbox and calendar sidebar, and online scheduling. · revenuegrid.com, 1 Oct 2026
AI intelligence
Knowledge Capture adds AI-powered chat and search across sales data, a revenue-grade data lake, and record assistance. · revenuegrid.com, 1 Oct 2026
Authentication
Revenue Grid supports OAuth 2.0 for Salesforce, Microsoft 365, and Google authorization and does not store user credentials. · revenuegrid.com, 1 Oct 2026
Deployment
Revenue Grid offers cloud, private-cloud, and on-premises deployment options, including EU data residency. · revenuegrid.com, 1 Oct 2026
Enterprise support
Enterprise customers receive 24/7 priority support and a 99% uptime commitment. · revenuegrid.com, 1 Oct 2026
Founded
2005 · revenuegrid.com, 28 Sept 2026
Gmail extension
Revenue Grid provides a Chrome extension for Gmail and Google Calendar access. · revenuegrid.com, 1 Oct 2026
Headquarters
Atlanta, Georgia, United States · revenuegrid.com, 28 Sept 2026
Integrations
The integrations directory lists Salesforce, Siebel, Zoom, GoToMeeting, 360 SMS App, Dropbox, Google Drive, SharePoint, and Box. · revenuegrid.com, 1 Oct 2026
Outlook plugin
The Outlook plugin synchronizes emails, calendars, contacts, attachments, and tasks between Outlook and Salesforce, and its server component works when Outlook is closed. · revenuegrid.com, 1 Oct 2026
Pipeline and forecasting
Revenue Grid Ultimate includes True Pipeline, forecasting, team analytics, deal guidance, sales cadences, meeting assistance, and AI assistants. · revenuegrid.com, 1 Oct 2026
Product
Revenue Grid is a revenue intelligence platform that automatically captures client interactions and syncs them with a CRM. · revenuegrid.com, 1 Oct 2026
Relationship visibility
The platform captures emails, meetings, contacts, and documents to provide a complete view of customer relationships. · revenuegrid.com, 1 Oct 2026
Salesforce integration
Revenue Grid is fully native to Salesforce and provides real-time integration and reporting in Salesforce. · revenuegrid.com, 1 Oct 2026
Security compliance
Revenue Grid states that it has SOC 2 Type 2, ISO 27001, ISO 27701, GDPR, CCPA/CPRA, PIPEDA, HIPAA, CASA, and PCI DSS-related compliance or certifications. · revenuegrid.com, 1 Oct 2026
Support resources
The Help Center provides implementation and usage documentation, and users can submit support cases by email. · revenuegrid.com, 1 Oct 2026
Target users
Revenue Grid describes its revenue operations software as intended for sales teams, RevOps leaders, and executives seeking revenue performance visibility. · revenuegrid.com, 1 Oct 2026

Where RevenueGrid stands on Freedom251

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