--- title: "Revenue Grid Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Revenue Grid Software - reviews, pricing plans, popular comparisons to other Sales Intelligence products and more." source_url: "https://www.capterra.com/p/155886/SmartCloud-Connect/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Revenue Grid Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Revenue Grid ## What is Revenue Grid? Revenue Grid is a cloud-based Revenue Action Platform that automatically captures emails, meetings, calls, and contacts from Gmail and Outlook into CRM systems like Salesforce. Sales teams use Revenue Grid to keep CRM data accurate without manual entry, so managers have a clear view of pipeline health and deal progress. Revenue Grid provides guided selling tools that alert reps to risks in open deals and suggest next steps based on activity patterns. Forecasting tools give revenue leaders a real-time view of pipeline changes and team performance. Core features include activity capture, pipeline inspection, deal signals, sales coaching, and revenue forecasting. Revenue Grid is best suited for midsize to large B2B sales teams, revenue operations professionals, and sales leaders who rely on Salesforce as their primary CRM. ## What is Revenue Grid used for? [Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Scheduling](https://www.capterra.com/scheduling-software/)[Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $7 Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Revenue Grid?[Manage this product listing](https://www.g2.com/products/revenue-grid/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Revenue Grid 3.6 (7) VS. [4.4 (18,815)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $7 Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.4 (7) Ease Of Use 4.0 (2,973) Value For Money 3.3 (6) Value For Money 4.0 (2,232) Customer Service 2.2 (6) Customer Service 4.1 (2,358) ## Revenue Grid alternatives Highest Rated [4.7 (467)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (7,007)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3,064)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132666/Pipedrive/) [Salesloft](https://www.capterra.com/p/157977/Salesloft/) [4.3 (232)](https://www.capterra.com/p/157977/Salesloft/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157977/Salesloft/) ## FAQs about Revenue Grid Overview ### What company size and specific industries is Revenue Grid built for? Revenue Grid is designed for mid-market and enterprise businesses in financial services, insurance, capital markets, banking, healthcare, medical devices, technology, professional services, and recruitment. It fits organizations in these sectors that need a solution suited to larger teams and more complex sales or service operations. Features and Usability ### What are the key features of Revenue Grid? Revenue Grid offers CRM integration, dashboard reporting, forecasting, and pipeline management as core features. It also includes lead management, opportunity management, email management, calendar sync, task management, workflow management, and reporting and analytics for sales teams handling prospects, communications, and pipeline activity. Integrations ### Which third-party tools and platforms does Revenue Grid integrate with? Revenue Grid integrates with five third-party platforms: Microsoft Outlook and Microsoft Project Server Subscription Edition for Microsoft workflows, plus Agentforce, GoTo Meeting, and HubSpot Marketing Hub. These catalog integrations cover email, project management, marketing, and meeting use cases. Getting Started and Support ### What training and onboarding options does Revenue Grid offer? Revenue Grid provides webinars, documentation, and videos to help teams get started. Webinars support guided instruction in a live format, documentation offers written reference material for setup and feature review, and videos provide visual walkthroughs that users can follow on demand. Getting Started and Support ### What customer support options does Revenue Grid offer? Revenue Grid provides Email/Help Desk, FAQ/Forum, Knowledge Base, 24/7 Live Rep, and Chat support. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so the support experience cannot be characterized beyond the listed channels. ## Features AI summary Based on 1,339 Sales Intelligence reviews Not all Sales Force Automation products cover every feature buyers care about most. Here’s what Capterra reviewers highlight as essential when choosing a solution: - **Customer Database** (**43%** of reviewers rated this feature as critical) - **CRM** (**51%**) - **Data Import/Export** (**40%**) Revenue Grid supports **Customer Database** and **CRM**, giving sales teams a central place to manage contact records and track customer relationships throughout the pipeline. However, it does not offer **Data Import/Export**. Instead, it provides other buyer-prioritized capabilities, including **Lead Capture** (**43%**), **Lead Generation** (**42%**), and **Email Marketing** (**43%**), which help businesses bring in new prospects, build outreach campaigns, and keep sales activity moving, allowing teams to manage relationships and create more consistent demand from one system. Contact Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Auto-Dialer System that automatically dials calls Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Calendar Management Track and manage schedules and meetings via an integrated calendar Calendar Sync Synchronize with other calendars to view mutual availability and schedules Revenue Grid 55 features ### All Features - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Auto-Dialer: System that automatically dials calls - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Chat/Messaging: Communicate using direct chat or messages within the system - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Management: Manage, organize, and store contact information - Content Delivery: Distributing content through various platforms or channels - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Monitoring: Ability to oversee and optimize the operations of a mail server - Email Templates: Pre-made examples and templates for emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Field Sales Management: Manage or track sales completed by field teams/employees - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Goal Management: Allows employees to set and manage work or career related goals - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Multi-Channel Data Collection: Collect information from multiple sources - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Shared Inboxes: An email inbox that can be accessed and managed by multiple individuals - Signature Management: Add and maintain centralized email signature(s) across an organization - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Training Management: Track employee/learner's progression through training programs - Whitelisting/Blacklisting: Control system access and/or deliverability for applications and email addresses - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.7 (7) 3.7 Based on 7 reviews ## Pricing Value for money 3.3 (6) Free Trial Free Version Basic $7.00 Per Month Value for money 3.3 (6) 3.3 Based on 6 reviews ## Integrations [ GoTo Meeting](https://www.capterra.com/p/163332/GoToMeeting/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Microsoft Project Server Subscription Edition](https://www.capterra.com/p/238840/Project-Server/)[ Agentforce](https://www.capterra.com/p/10028966/Agentforce/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 2.2 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 2.2 (6) 2.2 Based on 6 reviews ## User reviews Overall rating 3.6 Based on 7 reviews Filter by rating 5(2) 4(3) 3(0) 2(1) 1(1) Mentioned topic Sorted by most recent AN Anonymous User Data & Impact Associate Non-Profit Organization Management ### "Used for outlook integration with Salesforce" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 7/10 March 10, 2022 Pros It's really smart. It can accurately parse out phrases when creating contacts from outlook to salesforce (eg. job title = ...). It also works really well as far as integrations go. It prompts my team to complete their data entry and ensure it's up to date Cons Their sales team is very pushy. Everyone on my team gets emails from them even when they're not responsible for sales or procurement Reasons for choosing Revenue Grid It was free Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CC Carol C. Billing Manager Health, Wellness and Fitness ### "Lacked the features we need" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 2/10 January 9, 2021 Pros SmartCloud was the first software solution we used when we opened our business. After using the system for a year, we determined that ot lacked features that we needed to efficiently run the office. Cons The billing module was not fully developed, I was told by a CSR that the module was an add on and that it was under development. Insurance payments had to be manually entered. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RH Randall H. Doctor Medical Practice ### "I don't recommend smartcloud" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 July 29, 2019 Pros There wasn't much we liked about this software. Cons It was hard to use, had to open to many windows for a simple task. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Kenneth H. Internal Systems Specialist Human Resources ### "Great product for email integration with a CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 December 18, 2018 Pros I love that you can integrate activities and associate them with a contact or account while still working solely from within Outlook Cons There is a license fee for each user that can really add on to the cost of the CRM system itself Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AK Ashok kumar R. Salesforce Analyst Computer Software ### "Smart is the word" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 8/10 December 9, 2016 Using smart cloud is very helpful to work from a signal location on ur laptop instead of jingling between tabs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BH Betty H. Sales & Marketing Project Manager Computer Software ### "Access anywhere" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 7, 2016 Easy to use with access anywhere I need to connect. Really happy with the product and the investment we have made. Pros The ease of use Cons I don't think that I have anything at this time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KN Kristen N. ### "On the market for a tool like this!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 December 6, 2016 I have been looking at this tool among others for similar functionality. I have seen a demo and feel that it is a good competitor in the space. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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