Revenue Grid

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.

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

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

• Revenue intelligence software
• Sales automation platform
• CRM data synchronization
• Activity capture technology
• Predictive sales forecasting

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. 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

Go-to-market motion2 records

Distribution channels5 records

Marketing channels11 records

Core 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

Named customers17 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability7 records

Feature8 records

Partnerships

Eight partnerships are on record, tiered core and supporting.

• ZoomcoreTechnology or IntegrationIntegration with Zoom enterprise video communication platform for video and audio conferencing, chat and webinars. Provides unique insights on customer conversations right in Salesforce.
• GoToMeetingsupportingTechnology or IntegrationIntegration with GoToMeeting video conferencing software enabling businesses to collaborate with customers and sync meeting data to Salesforce.
• ZoomInfosupportingTechnology or IntegrationIntegration partner providing market data and company intelligence capabilities within the Revenue Grid ecosystem.
• HubSpotsupportingTechnology or IntegrationHubSpot marketing automation and CRM integration for data synchronization and marketing analytics within Revenue Grid.
• Microsoft AzurecoreTechnology or IntegrationCloud infrastructure provider hosting Revenue Grid data on protected cloud servers in the United States of America with enterprise-grade security features.
• SalesforcecoreTechnology or IntegrationPrimary CRM platform integration with deep native synchronization. Revenue Grid is a Salesforce certified ISV partner with managed package and AppExchange presence.
• Google WorkspacecoreTechnology or IntegrationGmail and Google Calendar integration for email and calendar synchronization with Salesforce, accessed via Google APIs adhering to Google User Data Policy.
• Microsoft 365 / ExchangecoreTechnology or IntegrationOutlook email and calendar integration via Microsoft Exchange for automated capture and synchronization with Salesforce.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct 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

• Xx.com/Revenue_Grid_
• YouTubeyoutube.com/@RevenuegridIO
• Facebookfacebook.com/RevenueGrid
• LinkedInlinkedin.com/company/revenue-grid

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds2 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Revenue Grid