If your sales team lives inside Salesforce and you're tired of reps forgetting to log emails, missing follow-ups, or guessing which deals are actually going to close — you've probably landed on Revenue Grid in your search for a fix.
This review breaks down what Revenue Grid actually does, what it costs, what real users on G2, Capterra, and Gartner say about it, and whether it's worth adding to your stack.
What Is Revenue Grid?
Revenue Grid is a Salesforce-native revenue intelligence and sales engagement platform. It was previously known as SmartCloud Connect before rebranding, and it's built specifically to sit inside Salesforce rather than as a separate app your team has to keep switching to.
In plain English: it automatically logs your emails, meetings, and calendar activity straight into Salesforce, then uses that data to show you which deals are healthy, which are stalling, and what your reps should do next.
It's aimed at sales leaders, RevOps teams, and reps who are already running their pipeline through Salesforce and want less manual data entry and more visibility into what's actually happening in their deals.
How Revenue Grid Works
Unlike tools that bolt on from the outside, Revenue Grid runs inside your existing Salesforce and email setup (Outlook or Gmail). That means:
No constant tab-switching between your inbox and your CRM
Activities sync automatically in both directions
Your Salesforce data stays the single source of truth, instead of living in a separate database
This "native" approach is the single biggest thing that comes up again and again in user reviews — for better and for worse, depending on how deep your team already is in Salesforce.
Revenue Grid Key Features
Activity Capture 360 – Automatically logs emails, meetings, tasks, and documents into Salesforce, synced from Outlook, Gmail, and your calendar, with no manual entry
Knowledge Capture – Builds a searchable "knowledge lake" out of your sales history, so you can chat with your CRM data and get instant answers instead of digging through records
Sales Sequences – Multi-channel automated outreach sequences to nurture leads and book more meetings
Smart Scheduling – Lets prospects book time directly from your emails using live calendar slots
True Pipeline & Forecasting – AI-driven pipeline visibility that flags deal risk and gives more accurate revenue forecasts
Deal Guidance – Surfaces risks, weak spots, and opportunities in every active deal
RG Assistant & RG Mentor – AI chat assistants built into the platform for instant answers and coaching-style guidance
Team Analytics – A full view of what every rep is doing, and where they're spending their time
Revenue Grid Pricing – How Much Does It Cost?
Revenue Grid runs on three main tiers, billed per user, per month:
Activity Capture 360 — $30/user/month — the entry tier. Covers automated activity logging, Salesforce/calendar sync, and the Outlook/Gmail sidebar
Knowledge Capture — $49/user/month — everything in Activity Capture 360, plus the AI-searchable knowledge lake and contextual insights
Revenue Grid Ultimate — $149/user/month — the full package. Adds pipeline forecasting, deal guidance, sales cadences, relationship intelligence, RG Assistant, and RG Mentor
There's also a Founder Pricing option for early-stage teams wanting custom rates on the AI features, and a free trial so you can test the platform before committing.
One honest note: the jump from $49 to $149 is significant, and the features most people actually want Revenue Grid for — forecasting, deal guidance, cadences — are locked in that top tier. Budget for Ultimate if forecasting and AI guidance are your main reason for buying, don't expect the entry tiers to cover it.
Revenue Grid Reviews: What Real Users Are Saying
Revenue Grid holds a strong 4.6 out of 5 rating on G2 from over 570 verified reviews, which puts it on par with category names like Clari.
What users consistently praise:
Ease of use and fast onboarding compared to non-native tools
Deep, seamless Salesforce integration
Responsive, helpful customer support with quick ticket turnaround
Big reduction in manual CRM data entry
Smart contact parsing (it accurately pulls details like job titles when creating contacts)
Solid value for the price compared to competitors like Outreach
What users flag as drawbacks:
Occasional slow loading in the Salesforce sidebar
A real learning curve with the more advanced features
Some integration hiccups during initial setup, especially with large email batches
A handful of reviewers mention a pushy sales team during the buying process
Smaller, leaner teams sometimes find it more complex than they need
That mix of praise and criticism is a good sign, honestly — it reads like real usage, not a highlight reel.
Revenue Grid Pros and Cons
Pros:
True Salesforce-native architecture, not a bolt-on
Cuts manual CRM logging drastically
Strong AI deal guidance and forecasting at the top tier
Responsive support team
Broad compliance coverage: GDPR, SOC 2 Type II, ISO 27001, ISO 27701, HIPAA, and CCPA
Free trial available, so you can test before paying
Cons:
Best features are locked behind the priciest plan
Steeper learning curve for smaller teams
Occasional sync lag reported by users
Less useful if your team isn't already committed to Salesforce
Revenue Grid vs Gong vs Outreach vs Clari
This comes up a lot, so here's the short version:
Revenue Grid vs Gong — Gong focuses mainly on call recording and conversation intelligence. Revenue Grid covers the full revenue cycle (emails, meetings, pipeline, forecasting) and runs natively inside Salesforce, where Gong operates outside your CRM
Revenue Grid vs Outreach — On G2, reviewers rated Revenue Grid easier to use, set up, and administer than Outreach, and preferred its support and update roadmap
Revenue Grid vs Clari — Both sit around the same 4.6/5 G2 rating. Clari edges ahead on interface simplicity; Revenue Grid stands out for cutting manual data entry and fast support response times
If your team is Salesforce-first and wants one platform instead of stitching together three, Revenue Grid is usually the simpler buy.
Is Revenue Grid Worth It? Who Should Use It
Revenue Grid makes the most sense if:
Your sales team already runs on Salesforce
You're tired of reps forgetting to log activity
You need real pipeline visibility, not just a call recorder
You're in a regulated industry and need GDPR/HIPAA/SOC 2-level compliance
You have the budget to go for the Ultimate tier, where the real AI value sits
It's probably not the right fit if:
Your team isn't on Salesforce at all
You're a very small team that just needs basic email tracking
You want the cheapest possible entry point with all the AI features included
How to Get Started With Revenue Grid
Getting started is simple:
Click through to Revenue Grid's signup page
Pick your plan — or start on the free trial to test it first
Connect your Salesforce, Outlook, or Gmail account
Let Activity Capture start logging your sales activity automatically
Frequently Asked Questions (FAQs)
What is Revenue Grid used for?
Revenue Grid is used to automate CRM activity logging, track sales pipeline health, and give sales teams AI-driven guidance on which deals need attention, all inside Salesforce.
Is Revenue Grid the same as SmartCloud Connect?
GYes. Revenue Grid was previously branded as SmartCloud Connect before the company rebranded and expanded its feature set.
Does Revenue Grid have a free trial?
Yes, Revenue Grid offers a free trial so you can test the platform before subscribing to a paid plan.
How much does Revenue Grid cost?
Plans start at $30/user/month for Activity Capture 360, $49/user/month for Knowledge Capture, and go up to $149/user/month for the Ultimate plan.
Is Revenue Grid worth the price?
For Salesforce-native teams that need real pipeline visibility and want to cut manual data entry, most reviewers say yes — especially at the Ultimate tier where forecasting and AI guidance unlock.
Does Revenue Grid work with Gmail and Outlook?
Yes. Revenue Grid integrates with both Gmail and Outlook, syncing emails, meetings, and calendar events directly into Salesforce.
Is Revenue Grid only for Salesforce users?
Revenue Grid is built as a Salesforce-native platform, so it delivers its full value specifically for teams already running Salesforce as their CRM.
What is the difference between Revenue Grid and Gong?
Gong is primarily a call recording and conversation intelligence tool. Revenue Grid covers the full sales cycle, including emails, meetings, pipeline forecasting, and deal guidance, all natively inside Salesforce.
Is Revenue Grid good for small businesses?
It can work for small teams, but reviewers note it's better suited to mid-size and enterprise teams with dedicated Salesforce admins who can take full advantage of its features.
Does Revenue Grid offer a discount or promo code?
There's no publicly listed discount code at this time. Revenue Grid's main entry point is its free trial, which lets you test the platform at no cost before choosing a paid plan.
Is Revenue Grid secure and compliant?
Yes. Revenue Grid supports GDPR, SOC 2 Type II, ISO 27001, ISO 27701, HIPAA, and CCPA compliance, making it a common choice for regulated industries like financial services and healthcare.
What is Revenue Grid's rating on G2?
Revenue Grid holds a 4.6 out of 5 rating on G2 from over 570 verified user reviews.
Can I cancel Revenue Grid anytime?
Billing terms depend on the plan and contract type selected at signup, so it's best to confirm cancellation terms directly during your trial or with the sales team before committing.
What are the main complaints about Revenue Grid?
The most common complaints are occasional slow loading in the Salesforce sidebar, a learning curve with advanced features, and higher pricing for the Ultimate tier where the best AI tools live.
Final Verdict: Revenue Grid Review
Revenue Grid earns its 4.6/5 rating for a reason. It solves a real, everyday problem — manual CRM logging — better than most tools in its category, and it does it without forcing your team to leave Salesforce. The pricing structure isn't perfect (you'll likely want Ultimate to get the features that matter most), but for Salesforce-heavy sales teams that want fewer tools and more visibility, it's one of the stronger revenue intelligence platforms available right now.
Ready to stop losing deals to bad CRM data? Scroll back up and start your free Revenue Grid trial before your next sales cycle begins.