
Revenue Intelligence
Revenue Grid
CRM activity capture and pipeline intelligence.
Custom pricing
- Category
- Revenue Intelligence
- Use case
- Pipeline
- Team fit
- SMB–Mid-market
What it is used for
Pipeline
CRM activity capture and pipeline intelligence
Who it is for
Built for SMB–Mid-market teams.
Source data
Review which CRM, activity, and communication data the product uses and how missing data is treated.
Forecast workflow
Test how managers and sellers inspect risk, change a forecast, and capture the reason for a change.
When it fits
Use it when
- CRM stages and forecast categories are already defined.
- Managers inspect risk with sellers, not only reports.
- Activity data is complete enough to trust.
Skip it when
- Pipeline hygiene is still the main problem.
- Nobody shares a definition of commit versus upside.
- Compare Clari if you need forecasting instead.
How to start
Instrument activity first
Connect calendar, email, and CRM. Garbage activity in means a decorative forecast.
Agree the forecast categories
Commit, best case, pipeline — and who is allowed to change them.
Inspect slips weekly
Use the tool to ask why a deal moved out, not to decorate a slide.
Pricing
Listed price
Custom pricingper user/mo
- Activity capture is quoted per seat.
Confirm current plans on Revenue Grid before you buy. Prices checked 30 Sep 2026.


