The Revenue Grid Insider’s Guide
Everything we know about Revenue Grid in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Revenue Grid
The Insider’s Guide
Captures customer interactions and syncs them into your CRM
Every plan, grade, refund rule and rival among CRM tools, read from Revenue Grid’s own pages.
Made by Revenue Grid · checked Nov 13, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Revenue Grid’s own pages, its app-store listings and our grades. Every fact in it is on Revenue Grid’s page too, where it is kept up to date. Checked Nov 13, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
1.8
GPA, above 16 of the 116 other CRM tools we grade
Revenue Grid, branded RelationshipOS, captures email, calendar and meeting activity and keeps CRM records complete. Its tiers stack: Context Foundation for capture and CRM sync, Motion for in-inbox context and scheduling, Kora AI for meeting intelligence and knowledge, and RelationshipOS for relationship and revenue insight. Pricing is by quote only.
To get you started, here are 7 things to know about Revenue Grid, taken from its own pages and our grades.
- 1
Best for Salesforce teams logging email and meetings
Revenue Grid captures email, calendar and meeting activity into your CRM records.
- 2
It runs on Web
Web.
- 3
Context capture and CRM sync
Captures customer interactions and activity automatically and keeps CRM data complete and up to date.
- 4
Context Panel
Shows customer context directly in the inbox, in the Motion tier and above.
- 5
Smart Schedule and Smart Sequences
Smart Schedule books meetings without back-and-forth; Smart Sequences automates structured outreach and is an add-on on Motion.
- 6
A 1.8 GPA, above 16 of 116
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 7
Keep it
To replace Revenue Grid you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
Revenue Grid at a glance
- Pricing
- Paid
- Free plan
- No
- Free trial
- None stated
- Runs on
- Web
- Made by
- Revenue Grid
- Category
- CRM Software
- Our grade
- 1.8 GPA, weak
The report card
Best for Salesforce teams logging email and meetings
Revenue Grid captures email, calendar and meeting activity into your CRM records. But the pricing page lists four packages with no figures, and the in-inbox panel, scheduling and AI tiers each sit on a higher package, so you can't tell what you'll pay or which package you need until you've talked to sales.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | C | Price is by quote only: four packages and a Get a Quote button, so nothing to set against the category's $15 to $65 a month. |
| Free plan and trial | F | No free plan and no trial on record; the pricing page only offers a quote. |
| Features | C | Captures email, calendar and meeting activity and syncs it to the CRM. The listing shows gaps: Context Panel and Smart Schedule need Motion, and the MCP server and Knowledge Lake need Kora AI. |
| Ease of use | C | No store rating on record. It captures data from Outlook, Office 365 and Gmail, so there are accounts to connect and a CRM to check against its integrations list. |
| Platforms and integrations | B | Web product with a list of integrations: Salesforce, Outlook, Office 365, Gmail, Zoom and SharePoint. No desktop or phone app is named. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Revenue Grid is for
- Fits if your team lives in Salesforce and your records are thin because email and meetings never get logged
- Works for revenue teams that want data capture first and AI on top later
Who it is not for
- Skip it if you want to see a price before talking to anyone, because none is published
- Not for you if you use a CRM other than Salesforce, as the integrations page needs checking before you buy
- Pricey if you want in-inbox context and scheduling, which start on the second package
- Watch out: the MCP server and Knowledge Lake need the third package up, and Smart Sequences is an add-on on the second
Good to know
Good for
- Salesforce teams whose CRM records are incomplete because email and meetings are not logged
- Revenue and operations teams that want data capture before AI tools
- Organizations in financial services and professional services, where the vendor lists customers
Worth knowing
- Pricing is by quote only: the pricing page lists four packages and a Get a Quote button, with no figures.
- The MCP server and Knowledge Lake need the Kora AI tier or higher, and Context Panel and Smart Schedule need Motion or higher.
- Smart Sequences is an add-on on Motion and is included from Kora AI up.
- The integrations page names Salesforce, Outlook, Office 365 and Gmail among others; check that your CRM is supported before buying.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
Revenue Grid's current pricing could not be confirmed from its own site.
No free plan and no trial on record; the pricing page only offers a quote.
We could not confirm Revenue Grid’s current prices from its own site, so this guide lists no plans. revenuegrid.com has them.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
Captures customer interactions and syncs them into your CRM. Here is what it does, as its own site describes it, and what it covers: AI features, calendar, booking links, sales pipeline, workflow automation.
Captures email, calendar and meeting activity and syncs it to the CRM.
- Context capture and CRM sync
- Captures customer interactions and activity automatically and keeps CRM data complete and up to date.
- Context Panel
- Shows customer context directly in the inbox, in the Motion tier and above.
- Smart Schedule and Smart Sequences
- Smart Schedule books meetings without back-and-forth; Smart Sequences automates structured outreach and is an add-on on Motion.
- Meeting intelligence and Knowledge Lake
- Kora AI adds meeting intelligence and brings customer knowledge into a single source.
- MCP server
- Connects the captured customer context to a company's own AI tools, from the Kora AI tier.
- Revenue forecasting
- Revenue IQ is listed among the applications for spotting revenue and risk earlier.
Where it runs
- Web
What it works with
- Salesforce
- Outlook
- Office 365
- Gmail
- Zoom
- SharePoint
Revenue Grid is made by Revenue Grid.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
16/116
Other CRM tools it is graded above
Revenue Grid's GPA of 1.8 is higher than 16 of the 116 other CRM tools we grade, and level with 20.
It stands best on platforms and integrations (B, above 24 of 116) and worst on free plan and trial (F, above 0).
Each grade against the category
Every bar is all 117 CRM tools we grade, cut by the letter each got. Revenue Grid’s own letter is outlined.
- CValue for moneyAbove 37 of 116
- FFree plan and trialAbove 0 of 116
- CFeaturesAbove 1 of 116
- CEase of useAbove 5 of 116
- BPlatforms and integrationsAbove 24 of 116
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Revenue Grid you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 80 of the 116 other CRM tools grade higher.
What you could make
- Sales pipeline and calendar: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- Booking pages that read and write other people's calendars and send the emails.
- AI features, unless you pay a model provider for each request yourself.
What this rests on. Revenue Grid’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Salesforce, Copper, Streak, Affinity and HubSpot
The 5 tools Revenue Grid is most often weighed against, with where each one differs from it.
- 2.8GPA
Salesforce
Free plan · from $25/mo
CRM platform for sales teams with AI agents and a free 2-user suite.
- Salesforce has a free plan. Revenue Grid does not.
- Only Salesforce lists iOS and Android apps.
- Only Salesforce lists a browser extension.
- 2.2GPA
Copper
Free trial · from $23/mo
CRM that works inside Gmail and Google Calendar.
- Only Copper lists iOS and Android apps.
- Only Copper lists a browser extension.
- Revenue Grid also covers calendar and booking links.
- 2.2GPA
Streak
Free plan · from $49/mo
CRM built into Gmail, with pipelines in the inbox.
- Streak has a free plan. Revenue Grid does not.
- Only Revenue Grid lists a web app.
- Only Streak lists iOS and Android apps.
- 1.6GPA
Affinity
From $2,000/yr
Relationship-intelligence CRM for investment and deal teams.
- Only Affinity lists a browser extension.
- Revenue Grid also covers calendar, booking links and workflow automation.
- Affinity also covers meeting notes, AI agents and reports.
- 3.2GPA
HubSpot
Free plan · from $20/mo
Free CRM at the center of a marketing, sales and service suite.
- HubSpot has a free plan. Revenue Grid does not.
- Only HubSpot lists iOS and Android apps.
- Only HubSpot lists a browser extension.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
10
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Revenue Grid free?
No. Revenue Grid is a paid product.
What platforms does Revenue Grid work on?
Revenue Grid is available on Web.
Does Revenue Grid have an Android app?
No Android app was listed when its pages were read on Nov 13, 2026. Revenue Grid is listed for Web.
Does Revenue Grid have an iPhone app?
No iPhone app was listed when its pages were read on Nov 13, 2026. Revenue Grid is listed for Web.
Is Revenue Grid open source?
Revenue Grid is not described as open source on its own site, as read on Nov 13, 2026.
What does Revenue Grid integrate with?
Revenue Grid's listing names Salesforce, Outlook, Office 365, Gmail, Zoom and SharePoint.
Who makes Revenue Grid?
Revenue Grid is made by a company of the same name.
What are the alternatives to Revenue Grid?
The closest alternatives to Revenue Grid in our directory are Salesforce, Copper, Streak, Affinity and HubSpot.
How does Revenue Grid compare with other CRM tools?
Revenue Grid's GPA of 1.8 is higher than 16 of the 116 other CRM tools we grade, and level with 20.
Could I make my own version of Revenue Grid?
To replace Revenue Grid you would be making connections to other products, each kept working as those products change.
Where this guide comes from
The prices, plans, platforms and features were read from Revenue Grid’s own pages on Nov 13, 2026, and the grades were given on Nov 13, 2026. Graded from this listing, whose facts were read from Revenue Grid's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Revenue Grid. Prices change, so check revenuegrid.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
7,721
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
7,721
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Revenue Grid, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/revenue-grid
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Revenue Grid: The Insider's Guide", checked Nov 13, 2026. https://toolgpa.com/tools/revenue-grid
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/revenue-grid/guide
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See our other guides
The best-graded CRM tools after Revenue Grid, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 117 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Frappe CRM Insider's GuideOpen-source CRM with unlimited users, billed by hosting3.0 GPA
- Givebutter Insider's GuideFree fundraising platform with a built-in nonprofit CRM3.0 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Revenue Grid’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Revenue Grid is a trademark of its owner, and this guide is not made, paid for or approved by Revenue Grid. Prices and plans change: check revenuegrid.com before you buy.