What it does
Revenue Grid connects customer interactions with customer relationship management (CRM) records and sales follow-up. Its packages cover activity capture, inbox tools, sequences and relationship analysis. Quotes depend on the package and setup services, and account setup connects Salesforce with a work mailbox.
A sales sequence should stop when its recipient no longer belongs in it. Revenue Grid can check Salesforce fields during synchronization and remove someone when a rule matches, such as a lead becoming disqualified or a contact becoming a customer.
Create the rule under Settings → Platform settings → Sequence exit criteria, then apply it in the chosen sequence's Settings. A rule can be reused across sequences. Because checks run during Salesforce sync, the contact's recorded fields and synchronization matter when investigating why follow-up continues.
Package scope
| Package | Main purpose |
|---|---|
| Context Foundation | Capture interactions and synchronize CRM data |
| Motion | Add inbox context and scheduling; Smart Sequences is an add-on |
| Kora AI | Add meeting intelligence and a knowledge assistant to Motion |
| RelationshipOS | Add relationship intelligence to Kora AI |
Use Get a Quote to scope the package. Basic support and self-service setup are included; extra implementation, customization or dedicated services cost more. A trial may be offered after a demo.
For Context Capture registration, Support supplies a personalized setup link. The wizard connects Salesforce first, then a Microsoft 365, Exchange or Gmail mailbox.
Strengths
- Salesforce field changes can remove recipients from follow-up during synchronization
- One exit rule can be applied to several sequences
Watch out for
- Smart Sequences is an add-on to Motion
- Additional implementation and customization services cost extra
Best for
- Sales teams keeping CRM lifecycle changes connected to sequence participation
Sources
- Pricing | Revenue Grid (Oct 27, 2026)
- Automated recipient removal - Revenue Grid Knowledge Base (Oct 27, 2026)
- Registration wizard - Revenue Grid Knowledge Base (Oct 27, 2026)
- Revenue Grid | Revenue Intelligence Software (Oct 26, 2026)
- Set up automated recipient removal - Revenue Grid Knowledge Base (Oct 26, 2026)