Revenue Grid

Revenue Grid

by Revenue Grid • • Sales Forecasting & Revenue Operations Software

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From $30/mo View plans

Revenue Grid is revenue intelligence software for Salesforce sales teams: email and calendar capture, deal signals and forecasting, sold per user by quote.

Revenue Grid fills Salesforce with the emails, meetings and deal changes that would otherwise be typed in by hand. It then reads that record to show which deals need attention and where the quarter is heading. Behind it is the company of the same name, which started in 2005 as Invisible.io, later traded as InvisibleCRM and has Avora Holdings Ltd as its legal entity. Salesforce is the system of record it is built around, and its pipeline page also reads HubSpot forecast types. Activity Capture 360 logs email and calendar activity to Salesforce in real time, synchronizes past history and adds a Salesforce sidebar to Outlook and Gmail. Knowledge Capture adds AI chat and search across all sales data, backed by a revenue-grade data lake and record assistance. Revenue Grid Ultimate opens the true pipeline, where each opportunity shows signals, a deal score, team engagement and its amount, stage and close date history. The same tier carries the forecast table and chart, the Pipeline Evolution report, the Signals Builder, sales cadences, meeting assistance and relationship intelligence. RG Mentor, its AI sales mentor, can update fields such as close date and amount on an opportunity straight from a chat. Revenue Grid is built for sales organizations that run on Salesforce and want activity data, pipeline reviews and forecasts drawn from one record. Reps who work in Outlook or Gmail rely on the capture layer. Managers and revenue operations staff use Ultimate to inspect deals and roll Commit and Best Case calls up the hierarchy. Forecasting reads the quotas, role hierarchy and collaborative forecasts already set in Salesforce, so it fits teams that keep that structure there. Seats are priced per user in three cumulative tiers and bought through a quote, with implementation and customization services sold alongside. A working week starts with every customer email and calendar meeting landing on the right Salesforce opportunity. Before a pipeline review, a manager opens the Pipeline Evolution report to see which deals were pulled in, slipped, won or lost in the selected period. Signals then point reps to deals that have gone quiet, passed their close date or lack an amount, and RG Mentor lets them correct the record from the chat. At the close of the period, reps adjust Commit and Best Case in the forecast table and leaders read those calls against quota, team by team.

Pricing

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  • Activity Capture 360

    $30 per month

    $30 per user a month as listed (USD); billing term, monthly or annual, not stated; sold through Get a Quote

    • Automated email and calendar activity capture with real-time Salesforce integration
    • Historical synchronization of past activity
    • Inbox and calendar Salesforce sidebar, online scheduling and in-mail time slot booking
    • Admin and configuration controls and native Salesforce activity reporting
    • No AI chat, pipeline views or forecasting at this tier
  • Knowledge Capture

    $49 per month

    $49 per user a month as listed (USD); billing term, monthly or annual, not stated; sold through Get a Quote

    • Everything in Activity Capture 360
    • AI-powered chat and search across all sales data
    • Revenue-grade data lake and record assistance
    • Forecasting, true pipeline and RG Mentor need Revenue Grid Ultimate at $149 per user a month as listed
  • Revenue Grid Ultimate

    $149 per month

    $149 per user a month as listed (USD); billing term, monthly or annual, not stated; sold through Get a Quote

    • Everything in Knowledge Capture
    • True pipeline, meeting assistance, forecasting, relationship intelligence and team analytics
    • Deal guidance, sales cadences, RG Assistant, Intel assistance and RG Mentor
    • Forecasting needs Salesforce collaborative forecasts, the role hierarchy and quotas set up in Salesforce first
    • Forecast roll-up follows the Salesforce role hierarchy; quotas are read from Salesforce
    • Pipeline view exports to CSV on demand, not on a schedule
    • AI deal predictions are per deal (On Track, Predicted Lost, Pushed Out, Pulled In), not a bookings projection
  • Professional Services

    Custom pricing

    • Product implementation and onboarding for a one-time fee, amount on request
    • Advanced customization package for a subscription fee, amount on request
    • Founder pricing for early access to AI capabilities, offered on request to customers who qualify

Features

  • Included: Roll-up forecast submissions
  • Not included: AI forecast projections
  • Not included: Manager overrides with history
  • Included: Week-over-week pipeline changes
  • Not included: Historical forecast snapshots
  • Not included: Forecast accuracy reporting
  • Included: Deal risk flags from activity data
  • Not included: Scenario and what-if modeling
  • Included: Multi-dimensional forecasts
  • Not included: Renewal and expansion forecasting
  • Included: CRM write-back of forecast fields
  • Included: Activity capture from email and calendar
  • Included: Pipeline hygiene rules
  • Included: Quota attainment dashboards
  • Not included: Custom roll-up hierarchies
  • Not included: Scheduled forecast exports
  • Included: Deal inspection boards
  • Not included: Warehouse and BI connector

Additional Features

  • Automated email and calendar activity capture to Salesforce
  • Real-time Salesforce sync with historical synchronization
  • Salesforce sidebar for Outlook and Gmail inboxes and calendars
  • Online scheduling with in-mail time slot booking
  • Native Salesforce activity reporting
  • AI-powered chat and search across sales data
  • Revenue-grade data lake for captured sales activity
  • Record assistance
  • True pipeline opportunities view
  • Deal score in green, yellow and red
  • Out-of-the-box signals and Signals Builder
  • Pipeline Evolution report
  • Forecast table with Commit and Best Case by rep and team
  • Forecast chart
  • Pipeline forecast types from Salesforce and HubSpot
  • Activity trends timeline per opportunity
  • Team engagement view per deal
  • Pipeline Assistant per-deal outcome predictions
  • RG Mentor AI sales mentor with CRM updates from chat
  • Meeting assistance
  • Relationship intelligence
  • Team analytics
  • Deal guidance
  • Sales cadences
  • Pipeline export to CSV

Best for

  • Salesforce sales teams that want email and meetings logged without manual entry
  • Reps working in Outlook or Gmail who update Salesforce from the inbox
  • Sales managers running pipeline reviews on Salesforce opportunities
  • Revenue operations teams that keep quotas and the role hierarchy in Salesforce
  • Sales leaders forecasting by team or by product family
  • Companies adding activity capture first and forecasting later on one vendor
  • Buyers who expect a demo and a quote rather than self-serve signup

Use cases

  • Logging customer emails and meetings to Salesforce automatically
  • Backfilling past email and calendar history into Salesforce
  • Booking meetings from an email with offered time slots
  • Reviewing deals pulled in, slipped, won or lost in a period
  • Flagging deals that have gone quiet or passed their close date
  • Catching deals with no close date or amount
  • Submitting rep Commit and Best Case calls that roll up to managers
  • Tracking quota attainment by rep and team
  • Inspecting a deal's engagement and change history before a review
  • Updating close date and amount in Salesforce from an AI chat
  • Searching captured sales conversations with AI chat
  • Running sales cadences
  • Exporting the pipeline view to CSV

Screenshots & Videos

Explore Revenue Grid in action

Opportunities List With Forecast Categories
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Opportunities List With Forecast Categories

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