Revenue Grid
Relationship intelligence that captures every client interaction, syncs it to your CRM, and guides revenue teams to act.
By Revenue Grid · 4.0/5 Value-Position score (estimate)
Positioning guardrails
Best for
- Salesforce-based revenue teams that want complete, automatic capture of email, calendar and meeting activity
- Sales ops leaders needing pipeline inspection, forecasting and deal guidance on a trusted CRM data foundation
- Enterprises in compliance-heavy industries such as financial services, insurance and healthcare
- Organizations migrating off Salesforce for Outlook that need inbox, calendar and scheduling sync
Ideal size: 50-1,000 sales users people · Mid-market to enterprise with a Salesforce-based revenue operations function
Not for
- Teams that do not run Salesforce or another supported CRM as their system of record
- Small businesses wanting a low-cost, self-serve tool with no onboarding engagement
- Buyers seeking a standalone CRM, marketing automation or billing suite
- Companies looking for a document-management, CPQ or contract-lifecycle system
Value metrics scorecard
Time-to-Value
About 1 month with guided onboarding
~30 days to first production value
Total Cost of Ownership
$29,400/yr
Starts at $360 · Per user, per month: Activity Capture 360 $30, Knowledge Capture $49, Revenue Grid Ultimate $149; annual quotes; founder pricing for early AI access
Implementation Friction
3/5
Engineering + admin effort required
Value-Position score
out of 5 · model estimate
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
No published minimum or seat tiers; quotes are based on estimated number of seats
Add-on costs
- Product implementation & onboarding - one time fee (price on quote)
- Advanced customization package - subscription: branding, integration, data migration, API integrations, priority support
- Core Signals & Logic Apps configuration - subscription: 10 core signals plus custom triggers and cloud workflows
- Premium success plan with dedicated customer success engineer - subscription
- Dedicated hosting plans - subscription: isolated servers, root access, compliance-oriented configuration
Company & support
Who is behind Revenue Grid, and how your team gets help once it is live.
Company
- Founded
- Not recorded
- Headquarters
- Not recorded
How you get support
- PhoneNot listed
- EmailNot listed
- Live chatNot listed
- Support portal / ticketsNot listed
- Community forumNot listed
- Help centre / docsPlan not stated
- Dedicated account managerNot listed
- In person / on-siteNot listed
- Hours
- Not recorded
- Response time
- Not stated
The site navigation links a Help Center and product documentation; implementation, training and priority technical support are sold as paid professional services add-ons rather than described as standard plan support.
“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.
Market position
Where Revenue Grid sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line. A dashed ring marks an outlier pinned to the edge; hover for its value.
Companies on the chart 6 / 10
- Revenue Grid
- Planhat
- OnceHub
- Act-On
- Clay
- Revenue.io
Add or change companies
Up to 10 companies including Revenue Grid. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
No supported MCP path today, so it cannot be driven from an AI client.
AI & MCP readiness
What Revenue Grid ships in AI, and what it asks of your ecosystem.
AI features shipped
Pricing page describes AI-powered chat and search across sales data (Knowledge Capture), RG Mentor as an in-CRM AI chat assistant, AI reevaluation of pipeline health, and predictive forecasting models. No model hosting, data-retention or AI audit details are published on the pages reviewed.
In your ecosystem
- AI connection
- Not supported
- Model key
- Not recorded
- AI usage audit
- Not recorded
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
Revenue Grid is a relationship intelligence and activity capture platform for Salesforce-centric revenue teams. It auto-syncs email, calendar and meeting activity into the CRM, then layers on pipeline inspection, forecasting, deal guidance, cadences and in-CRM assistance. Plans run $30-$149 per user per month, plus professional services for implementation and customization. It targets mid-market and enterprise teams in compliance-heavy industries where trusted relationship data drives revenue decisions.
Frequently asked questions
How much does Revenue Grid cost?
List pricing is per user per month: Activity Capture 360 at $30, Knowledge Capture at $49, and Revenue Grid Ultimate at $149, with annual contracts quoted and founder pricing offered for early access to AI capabilities. Professional services are separate: implementation and onboarding (one-time fee), advanced customization, Core Signals/Logic Apps configuration, a premium success plan with a dedicated customer success engineer, and dedicated hosting are charged on quote.
What do we need in place before adopting Revenue Grid?
A supported CRM - primarily Salesforce, with Siebel, Oracle Sales Cloud, Creatio, Workbooks and SAP Hybris also listed - plus a mail and calendar platform such as Outlook, Office 365 or Gmail. The platform syncs activity into the CRM rather than replacing it, so it is additive to an existing Salesforce investment and revenue operations process.
Does Revenue Grid replace our CRM?
No. It is an activity capture and relationship intelligence layer that keeps Salesforce and other supported CRMs current, then adds True Pipeline inspection, forecasting, team analytics, deal guidance, sales cadences and in-CRM mentoring on top of the captured data. Your CRM remains the system of record.
What AI capabilities are included?
Knowledge Capture adds AI-powered chat and search across sales data, a revenue-grade data lake and record assistance. The Ultimate tier adds True Pipeline AI reevaluation of deal health and risk signals, predictive forecasting models, and RG Mentor, an in-CRM AI chat assistant. The vendor does not publish which models it uses or how AI activity is logged.
Is Revenue Grid certified for SOC 2, ISO 27001 or HIPAA?
No certification claim appears on the pages reviewed here; the site links to a separate security page describing its data protection posture. Enterprise buyers in regulated industries should request the vendor's trust, security and data-processing documentation, and confirm the dedicated hosting option, before signing.
How heavy is implementation?
Revenue Grid sells implementation and onboarding as a paid professional service covering tailored configuration, integration and data migration, training, quality assurance and project management, with a premium success plan adding proactive monitoring and priority technical support. Plan for a guided rollout and configuration effort rather than self-serve activation; no implementation timelines are published.