oClient vs Revenue Grid in July 2026

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

oClient

Sales Engagement Software

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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Revenue Grid

Sales Engagement Software

4.6 485 user ratings

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Overview

Description	oClient is a Client Management software that helps the companies to enhance their client list. The software generates leads, creates instant PDF offers and contracts for the clients on behalf of the organization. With this application, organizations can generate client invoices in the form of customized PDFs and keep the files related to the clients who are organized in a client card. Users can invite clients to their system and build sales pipeline together. oClient comes with an inbuilt calendar where the organizations can add upcoming events and appointments with clients. There is also an inbuilt task list regarding those events and appointments. The software has an SMS and Email feature that sends SMS and Emails to the clients on behalf of the company. oClient comes with an evidation system through which organizations can track down the assets that their clients possess. Users can then store those data in customized fields, groups, and tags, thus making account management simple and easy. Read more	Revenue Grid is a guided intelligence operation and revenue generation platform that provides step-by-step guidance to the sales team leading them to drive in more revenue with less guesswork and better consistency. Contextual and actionable notifications provided by the platform turns out to be of great use, helping the entire sales team with the discovery of loopholes and adequate actions. Also, businesses can depend on the same to manage operations, track changes and streamline shifts as per convenience. At present more than 25000 companies across different geographical backgrounds depend on Revenue Grid for their regular business operations, helping them remove guesswork, schedule unified and organized sales approaches, get access to real-time signals and gain visibility into accurate pipelines as well. Deal guidance, sales forecasting, automated data capture, Gmail integration and sales coaching are some of the exclusive benefits provided by the software. Read more
Pricing Options	Free Trial Available Starts at $1.00.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 60% Momentum 60% Popularity 64%	91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 98% Reviews 60% Momentum 68% Popularity 67%
SaaSworthy Awards	Not Available	# 5 Fastest Growing

Features

Total Features	13 Features	12 Features
Common Features for All	CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management Call List Management Maintains a systematic order of all the important phone numbers of clients. Call Monitoring Allows you listen to all inbound and outbound calls. Call Recording Facility to record calls with a set of conditions and compliance Content Management Helps you to create and customize your contents to make user and SEO friendly Email Automation Automates the emailing process by sending out targeted messages to clients based on time and specific actions. Email/Call Sequencing Arranges email and call lists into different segments or sequences that maintain data in a systematic manner. Inbox Integration Integrates with your email inbox and assembles all the sales activities into one unified place. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. Performance Analytics (Sales) Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance. Sales Activity Automation Allows sales executives to set up and send follow up messages to the customers automatically. Team Management Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time. Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization + 10 More - Show Less	CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management Call List Management Maintains a systematic order of all the important phone numbers of clients. Call Monitoring Allows you listen to all inbound and outbound calls. Call Recording Facility to record calls with a set of conditions and compliance Content Management Helps you to create and customize your contents to make user and SEO friendly Email Automation Automates the emailing process by sending out targeted messages to clients based on time and specific actions. Email/Call Sequencing Arranges email and call lists into different segments or sequences that maintain data in a systematic manner. Inbox Integration Integrates with your email inbox and assembles all the sales activities into one unified place. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. Performance Analytics (Sales) Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance. Sales Activity Automation Allows sales executives to set up and send follow up messages to the customers automatically. Team Management Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time. Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization + 9 More - Show Less

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	Online	Online
API Support	Available	NA

Reviews & Ratings

User Rating	Not Available	4.6/5 485 user ratings
Rating Distribution	Not Available	Excellent 71.3% Very Good 23.1% Average 3.9% Poor 1% Terrible 0.6%
Review Summary	Not Available	Revenue Grid is a popular tool among users, primarily for its seamless integration with Outlook and Salesforce, enabling efficient email tracking, logging, and task creation. Users appreciate the time-saving benefits and the ability to manage sales processes more effectively. However, some users report occasional synchronization issues and find the interface could be more intuitive and offer greater customization options. Additionally, a few users express concerns about potential privacy issues related to email tracking.
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Pricing

Pricing Options	Free Trial Available Starts at $1.00.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Basic $1.00 $1.00 per month	Salesforce Data Auto-Capture Custom Sales Sequences Custom Revenue Intelligence Custom Full Revenue Grid Platform Custom Custom Requests Custom
	View Detailed Pricing	View Detailed Pricing

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