Last Updated
Overview
Revenue Grid enhances sales engagement and forecasting through AI-driven automation and analytics. While insurance payments require manual data entry, its real-time deal guidance, pipeline insights, and compliance support ensure teams maintain accuracy and close rates. It remains a strong choice for organizations seeking to streamline sales operations.
Overall Rating
Based on 9 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Revenue Grid Specifications
- Lead Management
- Sales Pipeline Management
- Contact Management
- Sales Automation
What Is Revenue Grid?
Revenue Grid, previously known as SmartCloud Connect, is a cloud-based revenue intelligence and sales engagement platform built for sales teams and organizations looking to optimize revenue processes. The software offers features such as automated activity capture, sales engagement, revenue forecasting, and team analytics.
By providing real-time pipeline visibility and AI-driven deal guidance, Revenue Grid helps sales teams reduce manual tasks, gain actionable insights, and make data-driven revenue decisions to improve forecasting accuracy and overall sales performance.
Revenue Grid Pricing
Revenue Grid pricing offers the following plans:
- Activity Capture 360 - $20/user/month
- Knowledge Capture - $35/user/month
- Revenue Grid Ultimate - $149/user/month
Disclaimer: The pricing is subject to change.
Revenue Grid Integrations
Revenue Grid integrates with the following third-party software, such as:
- Zoom
- Salesforce
- Oracle Sales Cloud
- Office 365
- Dropbox
- Google Drive
- Creatio
Who Is Revenue Grid For?
Revenue Grid software serves a wide range of industries and sectors, including:
- Medical devices
- Legal services
- Financial services
- Equipment distribution
Is Revenue Grid Right For You
Are you looking to streamline sales workflows with intelligent AI-driven insights that drive more predictable revenue? This software eliminates the burden of manual CRM updates and resolves forecasting blind spots, enabling teams to concentrate on closing deals.
When it comes to compliance, Revenue Grid supports GDPR, HIPAA, ISO 27001, ISO 27701, SOC 2 Type 2, CCPA/CPRA, PIPEDA, and the EU-U.S. Data Privacy Framework. It offers security and scalability through enterprise-grade certifications, private cloud options, and tenant isolation for secure, scalable performance.
Still not sure if Revenue Grid is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Revenue Grid Features
Activity Capture
This feature automates the logging of all sales activities including emails, meetings, tasks, and documents directly into Salesforce. It ensures complete, secure, and up-to-date CRM records by syncing data from Outlook, Gmail, and calendars without manual entry. With private cloud deployment options, teams retain full control over sensitive data while eliminating revenue leakage from missed interactions.
Pipeline Assistance
Revenue Grid features AI-driven technology to remove the need for manual CRM updates, enabling sales teams to focus on hitting quotas and closing deals. ‘AI Sales Assistants’ automatically capture data, cleanse the pipeline, and provide real-time guidance without requiring sales reps to interact with the CRM. With capabilities such as forecasting projections, deal risk identification, and opportunity tracking, it ensures leaders have an accurate, current view of sales progress.
Sales Forecasting
The software enables organizations to standardize forecasting processes across teams, from individual reps to executive leadership, ensuring accurate and predictable revenue projections. It supports creating forecasts by business segment, product type, geography, or revenue category, with the ability to adjust and track changes in real time. AI-powered Revenue Signals identify risks in committed forecasts, highlight causes, and suggest corrective actions to meet quota targets.
Team Analytics
Revenue Grid delivers complete visibility into sales team performance, tracking activity volume, time allocation, and forecast accuracy for each rep. It identifies top performers, highlights pipeline risks, and flags inaccurate forecasts. AI-driven Revenue Signals provide targeted guidance, alerting teams to the next best actions that improve efficiency and close rates.
Deal Guidance
This software delivers AI-driven interactive signals at every stage of the sales cycle to accelerate deal progression and improve close rates. It identifies at-risk opportunities, highlights stalled deals, and recommends immediate corrective actions based on internal playbooks and best practices. Full communication visibility covering emails, meetings, and engagement history enables precise coaching and faster decision-making.
Pros And Cons of Revenue Grid
Pros
Enhances productivity through centralized platform access
Simplifies creating and updating Salesforce contact records
Integrates activities with contacts or accounts in Outlook
Cons
Billing module functionality remains underdeveloped
Lacks essential office management capabilities
Revenue Grid Reviews
Total 9 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars78%
4
Stars22%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Legal Services, 500+ employees
More than a year
“Well-crafted and well-supported”
Pros
The integration with Outlook is so seamless and it works well with companion applications. Any issues are resolved quickly.
Cons
I think the reboots may be necessary depending on the network configuration.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Computer Software, 500+ employees
More than a year
“Strong synchronization between Outlook and Salesforce”
Pros
At the moment we're using the integration between Outlook and Salesforce. It automatically imports data into Salesforce, which we prefer over Salesforce's own tools. It works flawlessly.
Cons
There are sometimes synchronization errors but the team works with us to resolve them.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Accounting, 11-50 employees
More than a year
“Great software! Very helpful”
Pros
Capturing emails of people we are communicating with is incredibly helpful.
Cons
It is not always completely accurate. There have been instances where it was used and did not pull the information over correctly.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
Does Revenue Grid offer an API?
Yes, Revenue Grid provides API access.
What language does Revenue Grid support?
Revenue Grid supports the English language.
What other apps does Revenue Grid integrate with?
It connects seamlessly with platforms like Zoom, Salesforce, Oracle Sales Cloud, Office 365, Dropbox, Google Drive, and Creatio.
Does Revenue Grid have a mobile app?
No, Revenue Grid does not have a mobile app.
What types of pricing plans does Revenue Grid offer?
Plans start at $20/user/month, with tiers for Activity Capture 360, Knowledge Capture, Revenue Grid Ultimate, and a customizable Founder Pricing option. Request a custom Revenue Grid price quotation.
Who are the typical users of Revenue Grid?
Revenue Grid is designed for industries such as medical devices, legal services, financial services, and equipment distribution.
What level of support does Revenue Grid offer?
Revenue Grid provides support via email and contact form.