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Weflow description
Weflow is a software tool designed to help businesses predict future sales revenue. It connects with your existing sales data in Salesforce to provide insights and track progress towards targets. Weflow helps manage sales teams, provides analysis of sales deals, and creates accurate forecasts using artificial intelligence. This helps businesses improve data quality, identify potential risks, and increase overall sales performance. Weflow is designed for sales teams, managers, and executives in B2B SaaS companies.
Who is Weflow best for
Weflow is a sales forecasting and pipeline management tool built for B2B SaaS companies using Salesforce. Teams using Weflow love the easy Salesforce updates, clean pipeline overview, and improved data accuracy. Some users find the mobile app and phone system integrations lacking. Weflow helps sales teams improve their forecasting accuracy and close more deals.
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Best for small to mid-sized B2B SaaS businesses.
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Not industry-specific, but ideal for B2B SaaS companies using Salesforce.
Weflow features
| Supported Weflow supports pipeline management, visualization, progress tracking, and bottleneck identification. |
| Supported Weflow supports sales funnel management by visualizing the sales pipeline, tracking progress, and identifying risks within Salesforce. |
| Supported Weflow supports sales forecasting based on pipeline data and deal stages, leveraging historical data for improved accuracy. |
| Supported Weflow leverages AI to analyze data, predict deal outcomes, and provide sales insights. |
We evaluate the sentiment that users express about non-functional aspects of the software
Ease of Use
Reliability and Performance
Weflow reviews
We've summarised 90 Weflow reviews (Weflow G2 reviews) and summarised the main points below.
- Easy and fast Salesforce updates.
- Clean pipeline overview and management.
- Improved data accuracy in Salesforce.
- Notepad with templates is very useful.
- Great customer support.
- Difficult to integrate with phone systems.
- Some limitations on mobile app features.
Weflow pricing
The commentary is based on 4 reviews from Weflow G2 reviews.
Weflow's pricing is generally considered higher than competitors, especially for advanced features. While some users find the cost worthwhile due to increased productivity, others have opted out due to the price relative to perceived benefit. Despite this, the friendly pricing for core features has been praised.
See the Weflow pricing page.
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Weflow has a free plan.
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Weflow has a free trial.
Free
For AEs, AMs, and CSMs looking to update Salesforce faster. Includes: 100 Salesforce updates, Pipeline table & Kanban views, In-line editing synced to Salesforce, Bulk updates, Notes & tasks connected to Salesforce, Salesforce Chatter, Bi-directional Salesforce integration.
Starter
For Revenue Teams looking to improve Salesforce hygiene, deal execution, and pipeline management. Includes everything in Free, plus: Unlimited Salesforce updates, Advanced pipeline management, Collaborative forecasting, Sales productivity essentials, 5 guided selling templates, Email logging, Google Workspace / MS365 integration, Admin console.
Growth
For RevOps & Sales Leaders looking to forecast with accuracy and drive sales performance. Includes everything in Starter, plus: Advanced forecasting, Pipeline analytics, Deal signals & insights, Quota management, Unlimited guided selling templates, Automations & alerts, Role-based access controls, Salesforce custom objects.
Enterprise
For organizations who need a secure, and customizable revenue platform to drive sales performance & intelligence. Includes everything in Growth, plus: Advanced revenue insights & analytics, Team benchmarks & leaderboards, SSO/SAML (Okta), Quarterly RevOps consulting.
Activity Capture
Capture emails, meetings, and contacts in Salesforce. Includes: Auto-sync email, calendar & contacts, Permanently stored in Salesforce, Allows for Salesforce reporting & automations, Sync past activities up to 24 months, Outlook Add-In & Gmail Extension for manual controls, Google Workspace & Microsoft 365 integration, Real-time Salesforce integration, Admin console for configurations & users management.
Conversation Intelligence
Record and summarize meetings to auto-update Salesforce. Includes: AI notetaker for Zoom, Teams, and Meet, AI-generated meeting summaries & next steps, AI-generated follow-up emails, Auto-update Salesforce fields with AI, Configure custom AI templates, Configure smart keyword trackers, Google Calendar & Outlook integration, Real-time Salesforce integration, Admin console to configure settings centrally.
Pipeline Management
Manage, review, and analyze deal and pipeline health. Includes: Review deals with 50+ signals and insights, Configure warnings & alerts, Track pipeline changes, Create custom pipeline reports, In-line & bulk edit Salesforce fields, Unlimited pipeline & field templates, Manage notes, tasks, and activities, Chrome Extension to Weflow anywhere, Salesforce validations, dependencies & permissions, Real-time Salesforce integration.
Sales Forecasting
Run advanced sales forecasting and pipeline analytics. Includes: Submit, review, and adjust forecast calls, Automate forecast roll-ups, Run multiple forecasts (new logo, expansion, etc.), Combine multiple forecast methodologies, AI-powered forecast prediction, Track pipeline changes, Analyze pipeline coverage, Field history tracking & opportunity snapshots, Admin console to configure forecast setup.
Weflow alternatives
HubSpot Sales HubBetter for companies seeking broader industry application. More user reviews are available, suggesting wider adoption. Users praise the ease of use and integrations. However, users dislike pricing and some features.Read more
revVana PlanBetter for mid-size to enterprise businesses needing revenue forecasting automation within Salesforce. Has slower momentum.Read more
HubSpot Marketing HubBetter for marketing automation and lead generation. Broader industry applicability. Has garnered positive user reviews for ease of use and reporting. More established, with significantly more momentum. A Weflow alternative, HubSpot Marketing Hub competitor.Read more
Next QuarterBetter fit for larger enterprises. Has available user ratings and is growing faster. Also a good fit for the Finance, Banking & Insurance industry. A strong Weflow competitor.Read more
6sense Revenue AI for MarketingBetter for mid-sized B2B companies focused on marketing and lead generation. It leverages buying signals and predictive analytics for targeted outreach.Read more
Xactly ForecastingBetter fit for larger enterprises. Has more momentum and integrates well with Salesforce, though syncing can be slow. A Weflow alternative and competitor.Read more
Weflow FAQ
What is Weflow and what does Weflow do?
Weflow is a sales forecasting and pipeline management tool that integrates with Salesforce. It uses AI to provide sales insights, improve data accuracy, and help manage sales teams. Weflow is ideal for B2B SaaS companies looking to improve sales performance.
How does Weflow integrate with other tools?
Weflow integrates directly with Salesforce, streamlining sales data updates and pipeline management. While it doesn't integrate with phone systems, its core strength lies in enhancing Salesforce functionality for improved sales forecasting and insights.
What the main competitors of Weflow?
Weflow competes with sales forecasting and pipeline management tools, particularly those integrated with Salesforce. Alternatives include revVana Plan, HubSpot Sales Hub, and Salesforce Sales Cloud. These platforms offer similar functionalities like revenue forecasting, sales pipeline management, and Salesforce integration.
Is Weflow legit?
Yes, Weflow is a legitimate software tool for sales forecasting and pipeline management. User reviews praise its ease of use, Salesforce integration, and clean interface, indicating it is safe and reliable for managing sales activities.
How much does Weflow cost?
Weflow pricing starts at $49/month for the Starter plan. Growth is $74/month, while Enterprise pricing is custom. Add-ons like Activity Capture, Conversation Intelligence, Pipeline Management, and Sales Forecasting are each $20-$30/month. A free plan is also available with limited features.
Is Weflow customer service good?
Weflow's customer service is highly praised in reviews. Users describe the team as "extremely helpful," "responsive," and "proactive." They appreciate the personalized support and quick responses to feedback and questions. The customer success team even provides onboarding calls and helps users optimize their Weflow setup.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.