Revenue Grid
Revenue Grid is a revenue intelligence platform that captures emails, meetings, and contacts from email and calendar systems and synchronizes them in real-time with Salesforce. Founded in 2006, the company serves enterprise sales organizations across financial services, healthcare, hospitality, and technology with tiered SaaS pricing from $30 to $149 per user per month.
- Company typePrivate
- Founded2008
- HeadquartersAtlanta, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Revenue Grid does
Revenue Grid is a revenue intelligence platform that captures customer interaction data—emails, meetings, contacts, tasks, and attachments—from email and calendar systems and synchronizes it in real-time with Salesforce. The company targets enterprise sales organizations, revenue operations teams, and financial services firms with compliance-heavy requirements. Named customers span hospitality (Hilton), financial services (Bessemer Trust, MUFG, KGAL), consulting (Slalom), professional services (Morgan and Morgan, CAPIS), healthcare (Vapotherm), and technology (Foxit, Customertimes, SPT Labtech), with 800K-900K Salesforce users globally claimed.
The platform is organized as a three-tier SaaS offering: Activity Capture 360 at $30/user/month provides base activity capture with real-time Salesforce sync; Knowledge Capture at $49/user/month adds AI-powered chat and search across a 'revenue-grade data lake'; and Revenue Grid Ultimate at $149/user/month bundles the full suite including True Pipeline, Sales Forecasting, Deal Guidance, Relationship Intelligence, Team Analytics, Sales Cadences, RG Assistant, Intel Assistance, and RG Mentor. Core technology includes native integrations with Salesforce, Microsoft 365/Exchange, Google Workspace, Zoom, GoToMeeting, HubSpot, ZoomInfo, and SAP Cloud for Customer. Differentiators include unlimited data retention (vs. competitors with 6-24 month caps), private cloud deployment, custom Salesforce object synchronization, and agentic AI capabilities launched as RG AI Sales Assistants (RG Meetings and RG Pipeline) at Dreamforce 2024. The platform holds SOC 2 Type II, ISO 27001, HIPAA, GDPR, CCPA, and PCI DSS certifications with annual third-party penetration testing.
Revenue Grid operates as a sales-led enterprise motion with direct field sales, inside sales for mid-market, self-service for smaller buyers, Salesforce AppExchange distribution, and a 21-partner certified ISV channel. The legal entity is Avora Holdings Ltd (Delaware corporation, d/b/a Revenue Grid), with offices in Atlanta (operational HQ), Mountain View, Woodinville, and Wilmington (registered office). The company raised $20M in Series A funding in September 2021 led by W3 Capital with ICU Ventures participation, on top of an earlier $1.5M round in 2006-07. Note: leadership data shows a conflict, with Eric Holmen listed as CEO in management data while a separate leadership table lists Vlad Voskresensky as CEO and co-founder; both roles are cited in available sources.
Revenue Grid firmographics
Firmographics- Name
- Revenue Grid
- Legal name
- Avora Holdings Ltd
- Website
- https://revenuegrid.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Revenue Grid is a revenue intelligence platform that captures emails, meetings, and contacts from email and calendar systems and synchronizes them in real-time with Salesforce. Founded in 2006, the company serves enterprise sales organizations across financial services, healthcare, hospitality, and technology with tiered SaaS pricing from $30 to $149 per user per month.
- Ownership category
- akta.pro rank
Revenue Grid industry classification
Industry- Product category
- Revenue Intelligence Software
- NAICS
- Software Publishers (513210), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
- akta.pro secondary industry
- Robotic Process Automation (RPA) Platforms (HDAEAHAB)
Keywords
Where Revenue Grid is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Revenue Grid business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Revenue Grid operates as a SaaS platform with tiered subscription pricing based on user seats. The company offers three main tiers: Activity Capture 360 at $30/user/month, Knowledge Capture at $49/user/month, and Revenue Grid Ultimate at $149/user/month. Additional professional services and customization packages are available as one-time or subscription fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Activity Capture 360 - Basic activity capture tier |
| Subscription | Monthly | Knowledge Capture - AI-powered intelligence tier |
| Subscription | Monthly | Revenue Grid Ultimate - Full platform tier |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels11 records
Revenue Grid product offering
Product offeringCore offering
Revenue Grid sells a SaaS revenue intelligence and sales automation platform that automatically captures customer interactions (emails, meetings, contacts, tasks, attachments) from Microsoft 365 and Google Workspace and synchronizes them in real time with Salesforce. Layered on top of the activity capture foundation are AI-powered modules for pipeline visibility, deal guidance, predictive forecasting, relationship intelligence, and agentic AI sales assistants that monitor deal health and recommend next best actions without requiring direct CRM interaction.
Product overview
Revenue Grid is a revenue operations and intelligence platform organized as a three-tier subscription model. Activity Capture 360 ($30/user/month) is the base tier providing automated capture of emails, meetings, contacts, and tasks with real-time Salesforce sync. Knowledge Capture ($49/user/month) adds AI-powered chat and search across sales data with a revenue-grade data lake. Revenue Grid Ultimate ($149/user/month) is the full suite combining all capabilities with True Pipeline AI, Meeting Assistance, Forecasting, Team Analytics, Deal Guidance, Sales Cadences, RG Assistant, Intel Assistance, and RG Mentor. The platform integrates natively with Salesforce, Microsoft 365/Exchange, Google Workspace, Zoom, and SAP Cloud for Customer. The company has operated since 2008, serves 800K+ Salesforce users globally, and raised $20M in Series A funding in 2021 led by W3 Capital and ICU Ventures.
Differentiator
Problem solved
Functional benefit
Products and services
- Activity Capture 360 Foundational product tier that automatically captures every customer interaction (emails, meetings, contacts, tasks, attachments) from Microsoft 365 and Google Workspace and synchronizes them in real-time to Salesforce, eliminating manual data entry for enterprise sales and revenue operations teams.
- Revenue Grid Ultimate Full-suite revenue intelligence platform tier priced at $149/user/month combining activity capture, AI-powered chat and search, True Pipeline AI, Meeting Assistance, predictive forecasting, Relationship Intelligence, Team Analytics, Deal Guidance, Sales Cadences, RG Assistant, Intel Assistance, and RG Mentor for enterprise sales and revenue operations teams.
- RG AI Sales Assistants Agentic AI sales assistant suite introduced at Dreamforce 2024, comprising RG Pipeline (autonomous AI deal management) and RG Meetings (AI meeting automation). The product monitors deal health, identifies at-risk opportunities, predicts deal outcomes, and helps sales teams close deals without requiring direct CRM interaction.
Quantifiable outcome
- Nearly 300x ROI multiplier reported by customers within first six months of use
- +4 more outcomes
Companies that use Revenue Grid
Customer profileNamed customers17 records
Segments3 records
Ideal customer profiles3 records
Revenue Grid technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability7 records
Feature8 records
Revenue Grid partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and supporting.
- ZoomcoreIntegration with Zoom enterprise video communication platform for video and audio conferencing, chat and webinars. Provides unique insights on customer conversations right in Salesforce.
- GoToMeetingsupportingIntegration with GoToMeeting video conferencing software enabling businesses to collaborate with customers and sync meeting data to Salesforce.
- ZoomInfosupportingIntegration partner providing market data and company intelligence capabilities within the Revenue Grid ecosystem.
- HubSpotsupportingHubSpot marketing automation and CRM integration for data synchronization and marketing analytics within Revenue Grid.
- Microsoft AzurecoreCloud infrastructure provider hosting Revenue Grid data on protected cloud servers in the United States of America with enterprise-grade security features.
- SalesforcecorePrimary CRM platform integration with deep native synchronization. Revenue Grid is a Salesforce certified ISV partner with managed package and AppExchange presence.
- Google WorkspacecoreGmail and Google Calendar integration for email and calendar synchronization with Salesforce, accessed via Google APIs adhering to Google User Data Policy.
- Microsoft 365 / ExchangecoreOutlook email and calendar integration via Microsoft Exchange for automated capture and synchronization with Salesforce.
Scale indicators10 records
Recent moves6 records
Expansion highlights5 records
Revenue Grid competitors and assessment
Company assessmentDirect peers
- Gong: Gong is a leading revenue intelligence platform that captures sales calls, emails, and meetings to provide deal visibility, forecasting, and coaching. It directly competes with Revenue Grid in the AI-driven sales/revenue intelligence category and targets similar Salesforce-centric enterprise buyers.
- Clari: Clari provides AI-powered revenue intelligence, pipeline management, and forecasting tightly integrated with Salesforce — a near-direct competitor to Revenue Grid's True Pipeline, Forecasting, and Deal Guidance modules.
- People.ai: People.ai offers a revenue intelligence platform that automatically captures sales activity, matches it to CRM records, and provides AI-driven forecasting. It competes directly with Revenue Grid on Salesforce-native activity capture and pipeline analytics.
- BoostUp: BoostUp is a revenue intelligence and forecasting platform with Salesforce integration. It targets similar RevOps personas with pipeline health, deal risk scoring, and AI-driven forecasting — overlapping significantly with Revenue Grid Ultimate.
- Outreach: Outreach is a sales engagement platform with Salesforce integration, sequencing, and increasingly AI-driven deal guidance. While its core is engagement rather than capture, its Kaia AI and pipeline features overlap with Revenue Grid's AI Sales Assistants.
- Salesloft: Salesloft is a sales engagement and revenue orchestration platform with native Salesforce integration, now enhanced by Drift conversation intelligence. It competes for the same enterprise sales operations buyer as Revenue Grid.
Broad incumbents
- Salesforce Einstein Activity Capture: Einstein Activity Capture is Salesforce's native, bundled activity-capture feature — the most direct substitute for Revenue Grid's Activity Capture 360 base tier. As Salesforce deepens Einstein's capabilities, it represents the platform incumbent that Revenue Grid must differentiate against.
- HubSpot: HubSpot offers CRM, sales engagement, and increasingly AI-driven deal insights. It is a secondary CRM target that Revenue Grid integrates with, and competes for the same mid-market and growing-enterprise sales operations buyer.
- Microsoft Dynamics 365 Sales: Microsoft Dynamics 365 Sales is a CRM platform with native Copilot for Sales AI capabilities that overlap with Revenue Grid's activity capture and AI assistants. As a broad incumbent, it represents a bundled alternative for enterprises standardizing on Microsoft.
Emerging players
- Apollo.io: Apollo.io is a sales intelligence and engagement platform with prospecting data and workflow automation, overlapping with parts of Revenue Grid's sales engagement and pipeline use cases, particularly in the mid-market segment.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Revenue Grid social profiles
Digital presenceRevenue Grid compliance and trust
Trust signalCompliance7 records
Revenue Grid financial estimates
Financial estimateRevenue estimate
Valuation estimate
Revenue Grid leadership team
Management profileNumber of profiles
Profiles6 records
Revenue Grid funding detail
Funding detailFunding overview
Funding rounds2 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Revenue Grid M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Revenue Grid
What does Revenue Grid do?
Revenue Grid sells a SaaS revenue intelligence and sales automation platform that automatically captures customer interactions (emails, meetings, contacts, tasks, attachments) from Microsoft 365 and Google Workspace and synchronizes them in real time with Salesforce. Layered on top of the activity capture foundation are AI-powered modules for pipeline visibility, deal guidance, predictive forecasting, relationship intelligence, and agentic AI sales assistants that monitor deal health and recommend next best actions without requiring direct CRM interaction.
Is Revenue Grid a public or private company?
Revenue Grid is a private company. It is classified as venture growth investor backed and is currently operating.
When was Revenue Grid founded?
Revenue Grid was founded in 2008. It employs 101 to 250 people.
Where is Revenue Grid based?
Revenue Grid is headquartered in Atlanta, United States, in the North America region.
How does Revenue Grid make money?
One revenue line is on record: saaS Subscription.
Who are Revenue Grid's main competitors?
Direct peers on record are Gong, Clari, People.ai, BoostUp, Outreach and Salesloft. Broad incumbents are Salesforce Einstein Activity Capture, HubSpot and Microsoft Dynamics 365 Sales. Apollo.io is listed as an emerging player.
Does Revenue Grid have an API?
No public API is recorded for Revenue Grid.
What industry is Revenue Grid in?
Revenue Grid's product category is Revenue Intelligence Software. Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support), with a secondary code of HDAEAHAB, Robotic Process Automation (RPA) Platforms. Its NAICS code is 513210 and its SIC code is 7372.