Revenue Grid
Revenue Grid is an activity capture and revenue intelligence tool that logs emails, meetings and contacts into Salesforce automatically and layers pipeline, forecasting and deal guidance on top, for Salesforce teams, increasingly in financial services.
Updated October 2026
Overview: What is Revenue Grid?
Activity Capture 360 starts at $30 per user per month (checked October 2026).
Reps forget to log emails and meetings, so Salesforce ends up thinner than the real relationship. Revenue Grid captures that activity from the inbox and calendar and writes it into standard Salesforce records, with admin rules for what gets captured, so it shows up in normal Salesforce reports. Higher tiers add AI search over that data, pipeline inspection, forecasting and sales cadences. In 2026 its messaging moved toward advisors, wealth managers and other compliance-heavy teams.
Fit: Ideal customer profile.
Companies on Salesforce whose reps live in their inbox and calendar, and whose leaders need complete activity data in the CRM, including regulated teams that need control over what gets captured and stored. It's built around Salesforce, so HubSpot teams should look elsewhere, and smaller teams may only need the $30 capture tier.
- Replacing Einstein Activity Capture
- Compliance-heavy teams that need capture rules
- Salesforce activity reporting
Capabilities
Key features.
01
Automatic capture of emails, meetings and contacts into Salesforce, with historical sync
02
Configurable capture rules and custom object mapping, set by admins
03
Inbox and calendar sidebar showing Salesforce records next to email
04
Scheduling links and in-email time slot booking
05
AI chat and search across captured sales data on Knowledge Capture
06
Pipeline inspection, forecasting and team analytics on Ultimate
07
Sales cadences and deal guidance on Ultimate
Usage
How to use Revenue Grid.
An admin connects Revenue Grid to Salesforce and to the mail and calendar system, sets capture rules, and rolls out the sidebar to reps. Revenue Grid's AppExchange listing covers Outlook email and calendar integration. Captured emails land as Salesforce Tasks or email records and meetings as Events, so existing reports and dashboards pick them up. Professional services cover configuration, data migration, Slack and Teams connections, and a dedicated server option.
Cost
Pricing.
$30/ user/month
Per user per month as listed on revenuegrid.com (checked October 2026). The page doesn't state a billing term or minimum seats, so confirm both in the quote. Professional services, dedicated hosting and founder pricing for early access to new AI features are sold separately.
Activity Capture 360
$30.00
- Automated activity capture
- Real-time Salesforce sync
- Inbox and calendar sidebar
- Native Salesforce activity reporting
Knowledge Capture
$49.00
- Everything in Activity Capture 360
- AI chat and search across sales data
- Record assistance
Revenue Grid Ultimate
$149.00
- Pipeline inspection and forecasting
- Team analytics and deal guidance
- Sales cadences and meeting assistance
At a glance
Quick facts.
- Stack position
- Sales Engagement
- Category
- RevOps, Sales Tools
- Best for
- Replacing Einstein Activity Capture, Compliance-heavy teams that need capture rules, Salesforce activity reporting
- Pricing
- From $30/user/month
Subcategories
- Contact Syncing & CRM Integration
- Revenue Intelligence
- Sales Forecasting
Questions
Frequently asked.
How much does Revenue Grid cost?
Activity Capture 360 is $30, Knowledge Capture $49 and Revenue Grid Ultimate $149 per user per month (checked October 2026). Implementation services are quoted separately.
How is Revenue Grid different from Einstein Activity Capture?
Revenue Grid writes captured emails and meetings into standard Salesforce Tasks, email records and Events, with admin-set capture rules, so the data works in normal reports and workflows. Revenue Grid positions itself as the alternative for teams that find Einstein Activity Capture's data hard to report on.
Does Revenue Grid work with HubSpot or Dynamics?
Revenue Grid's pages describe Salesforce only. If you run HubSpot or Microsoft Dynamics, confirm support with the vendor before evaluating.
What are Revenue Grid's limits?
It's tied to Salesforce, the forecasting and pipeline tools sit on the $149 tier, and the pricing page doesn't state contract terms. The product's recent focus on financial services may matter if you sell in another industry.
What are the alternatives to Revenue Grid?
Cirrus Insight also syncs email and calendar activity into Salesforce, and Weflow pairs Salesforce activity capture with pipeline management. People.ai focuses on activity data for enterprise revenue analytics, and Clari on pipeline and forecasting.
Compare
Revenue Grid alternatives.
Talk to us: Pick the tool. We run the system around it.
Revenue Grid is one part of a stack. We build and run the revenue system it plugs into.
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