Revenue Grid

Tool Introduction

Revenue Grid is a revenue intelligence and operations platform that helps sales teams optimize processes and drive predictable growth. Originally launched in 2005 as Invisible.io, the company rebranded to Revenue Grid in 2020 to reflect its shift from email sync tools to AI-powered guided selling. The platform addresses challenges like poor pipeline visibility and wasted effort on deals unlikely to close. It transforms CRM systems from passive data holders into active sales execution engines by offering real-time guidance and automation.

Revenue Grid supports over 1,200 customers—including Hilton, Western Union, Moody's, TripAdvisor, Red Cross, and Robert Half—and more than 800,000 daily users. Customers report a 21% increase in revenue velocity per account and a 250% average return on investment. Headquartered in Atlanta, Georgia, the company partners with Salesforce, Microsoft, Oracle, and SAP as an OEM provider.

Demo Available?

Revenue Grid offers a 14-day free trial with full features and no commitment. Demos are also available upon request and customized case by case.

Tool's Accuracy

Revenue Grid’s platform has been credited with reducing scheduling time by over 80% and increasing meetings by 30%. Third-party recognition highlights its AI-guided selling and data-driven recommendations.

Aggregate Rating

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Detailed Overview

Revenue Grid combines guided selling with deep activity capture to power smarter sales execution across complex B2B cycles.

What Revenue Grid Does

Revenue Grid covers the full revenue cycle—from prospecting to upselling—by automating sales activity capture and delivering real-time recommendations. It syncs emails and calendars into CRM systems without manual input. Sales leaders gain pipeline analytics that show deal health and process adherence. AI-driven signals surface risks like disengaged prospects or missing stakeholders. Guided selling delivers step-by-step suggestions based on each company's methodology. Sales sequences automate outreach using templates and scheduling tools like Book Me or Time Slots. Conversation intelligence helps coach teams by analyzing calls for best practices.

Who Revenue Grid is for

The platform serves individual sales reps through executive leadership across B2B organizations with complex cycles. Reps use it for automated tracking and personalized next steps; managers use it for coaching opportunities; ops teams monitor process adherence at scale. It's designed for mid-market to enterprise firms needing customizable solutions adaptable across business units or geographies while maintaining control of core processes.

Top Differentiators

Revenue Grid uniquely combines AI-driven guidance with automated data capture across email/calendar environments. Its seller-first design tailors workflows to reps rather than just managers—boosting adoption rates. With over 15 years of expertise in integration and data quality handling, it supports custom playbooks across diverse teams while preserving governance standards. Strategic partnerships with Salesforce, Microsoft, Oracle, and SAP enhance reliability through native integrations.

Introductory Video

Founding Year

2005

Target Industry

B2B, SMB, Enterprise, Hospitality, Financial Services, Travel and Leisure, Professional Services, Non-Profit

Available Integrations

Salesforce: Acts as the core integration hub, capturing emails, calendar events, tasks, and custom objects directly into Salesforce without manual input.
Microsoft Outlook: Syncs emails, attachments, and meetings with Salesforce using an Inbox Sidebar; includes real-time calendar synchronization and enterprise-grade encryption.
Gmail: Offers the same functionality as Outlook integration with automatic email and calendar syncing for Google Workspace users.
Zoom: Captures meeting metadata and participant details from Zoom calls into Salesforce to support conversational intelligence.
GoToMeeting: Logs meetings automatically and links recordings or transcripts to Salesforce opportunities for engagement tracking.
Aircall: Connects phone interactions to Salesforce with automated logging across calls, texts, and voicemails; supports AI-enhanced reporting.

Activity Capture 360: $30 per user/month. Includes automatic activity capture and synchronization features.

Knowledge Capture: $49 per user/month. Adds knowledge capture and AI search to the base plan.

Revenue Grid Ultimate: $149 per user/month. Offers advanced capabilities including forecasting, guided selling, cadences, deal guidance, relationship intelligence, and AI tools like RG Assistant and RG Mentor.

Special founder pricing is available for early access to AI-powered features.

Revenue Grid uses a subscription model with automatic renewal. Service fees remain fixed during the Initial Subscription Term. Afterward, fees may increase once per Renewal Term with at least 30 days’ notice, capped at a 10% rise over previous rates.

Billing is typically prepaid for each term. Payment is due within 30 days of invoice unless otherwise stated in the transaction document. Customers must give at least 60 days' written notice before the current term ends to avoid renewal.

If a customer ends service early for reasons other than material breach by Revenue Grid, they must pay all remaining fees for that term within 30 days. If termination follows an uncured breach by Revenue Grid, customers receive a pro-rated refund for unused services.

Pricing last verified: 11/27/2025
Official Source: https://revenuegrid.com/
Disclaimer: Pricing is subject to change. Please confirm current pricing on the vendor site.

Features & Specs

Automated Activity Capture: Syncs email threads and calendar events directly into CRM records.
Guided Selling: Delivers contextual step-by-step action recommendations within rep workflows.
Sales Sequences: Automates outreach using templates tied to multistep campaigns.
Meeting Scheduling Tools: “Book Me” and “Time Slots” features simplify client scheduling.
Unified Inbox (Revenue Inbox): Combines communication channels with CRM context for better engagement.
Pipeline Analytics: Offers deal health checks via a comprehensive pipeline view.
Conversation Intelligence: Analyzes meetings for coaching opportunities based on talk patterns.
CRM Integration: Works with Salesforce, Microsoft Dynamics, Oracle, SAP—with deep syncing capabilities.
SSO & RBAC Support: Enables centralized permission control aligned with enterprise security standards.
Salesforce Genie Integration: Brings real-time customer data directly into workflows via CRM connection.
Custom Playbooks Support: Tailors guidance according to each team’s process or methodology framework.

Security & Compliance

Revenue Grid supports role-based access control (RBAC) and single sign-on (SSO), enabling centralized user authentication and permissions management. The platform integrates securely with CRM systems including Salesforce, Microsoft Dynamics, Oracle, and SAP under OEM partnerships that imply enterprise-grade standards. Public documentation does not detail encryption practices or compliance certifications but confirms integration with Salesforce Genie for real-time customer data access within secure workflows.

Industry Use-Cases

Financial Services

Revenue Grid helps financial services teams improve deal velocity by highlighting stalled opportunities and guiding next steps. Sales managers use revenue signals and pipeline analytics to coach reps and drive results.

Revenue Grid ensures consistent sales process execution by prompting reps to follow required steps. Sales managers track adherence and reduce compliance risks through guided workflows.

Professional Services and Consulting

Revenue Grid reduces scheduling delays with Book Me and Time Slots, helping firms like Slalom cut interview scheduling time by 80%. Teams automate outreach, freeing time for relationship-building.

Automated activity capture improves contact data quality. Reps see a full view of engagements, avoiding duplicate outreach. Slalom tripled its auto-created contacts using this feature.

Hospitality and Travel

Revenue Grid supports hospitality sales teams managing complex, multi-property deals. Pipeline analytics improve visibility across regions. Guided selling delivers timely next steps, helping Hilton manage deal progression effectively.

Enterprise Software and Technology

Enterprise software teams use Revenue Grid to boost quota attainment. Reps follow guided recommendations, while managers track successful strategies using analytics. Productivity rises as efforts focus on high-impact actions.

Tool's Alternatives

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Cirrus Insight
Offers advanced email tracking features like real-time opens and clicks. Supports Smart Scheduler for automated lead routing but lacks robust support for custom Salesforce objects.

Outreach
Combines sales engagement with revenue intelligence in one platform. Includes AI coaching during calls but may be overly complex for teams seeking focused integrations.

Salesloft
Uses Rhythm AI to prioritize daily sales actions. Focuses on engagement activities but provides limited support for detailed Salesforce data capture or custom object handling.

Gong.io
Specializes in call analysis with AI-driven coaching tools. Lacks automatic email or calendar sync to Salesforce, relying on manual updates or third-party connectors.

HubSpot Sales Hub
Provides integrated CRM and case management tools alongside basic Salesforce sync. Pricing is transparent but offers limited customization for complex Salesforce environments.

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Frequently Asked Questions

What pricing plans does Revenue Grid offer?
Revenue Grid offers three plans: Activity Capture 360 at $30, Knowledge Capture at $49, and Ultimate at $149 per user/month.

Does Revenue Grid integrate with Salesforce and other CRMs?
Yes. It integrates deeply with Salesforce, Microsoft Dynamics, Oracle, and SAP to sync emails, calendars, tasks, and custom objects.

What features are included in the Ultimate plan?
The Ultimate plan includes forecasting, guided selling, cadences, deal guidance, relationship intelligence, RG Assistant, and RG Mentor.

How does Revenue Grid help improve scheduling?
Tools like Book Me and Time Slots reduce delays by streamlining meeting coordination directly within sales workflows.

Can Revenue Grid automate email and calendar syncing?
Yes. It automatically captures emails and calendar events from Outlook or Gmail into CRM records without manual input.

Who typically uses Revenue Grid within a company?
Sales reps use it for tracking and next steps; managers for coaching; ops teams for process oversight across regions or units.

What industries commonly use Revenue Grid?
Industries include B2B sales, hospitality, financial services, professional services, travel and leisure, non-profit sectors, SMBs, and enterprise firms.

Is a free trial or demo available for new users?
Yes. Revenue Grid offers a 14-day free trial with full functionality. Customized demos are also available upon request.

How does guided selling work in Revenue Grid?
Guided selling provides real-time action suggestions based on each team’s methodology to drive deal progression consistently.

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