Weflow

Weflow is a Revenue AI platform that automates Salesforce data capture and provides visibility into deals, pipeline, forecasts, and team performance. Activity & Contact Capture syncs emails, meetings, and contacts from Outlook or Google to Salesforce. Conversation Intelligence records, transcribes, and analyzes customer conversations, then provides AI summaries and Salesforce field updates. Deal Intelligence adds deal and account summaries, scores, warnings, and buying committee intelligence. Revenue AI Enterprise adds forecast prediction, pipeline analytics, automated forecast roll-ups, and configurable forecast settings. Weflow connects to 170+ tools through API, MCP, or native integrations, including Salesforce, Zoom, Aircall, and Calendly. Its Windows and macOS desktop app records meetings and calls without a bot joining, then syncs summaries and Salesforce field updates. Products and bundles require at least 10 users. Activity & Contact Capture is listed at $19/user/mo billed annually, and a 14-day free trial is available; there is no free plan. Weflow lists SOC 2 Type II, GDPR, CCPA, HIPAA, and CASA Tier 2 compliance, and says customer data is not used to train AI models. Data is hosted on AWS with EU, US, or APAC region flexibility.

Weflow brings Salesforce capture, conversation intelligence, deal insights, and forecasting into one platform. The 10-user minimum and annual billing for the listed entry plan are important constraints.

Weflow suits Salesforce teams seeking activity capture, conversation analysis, deal visibility, or forecasting. Its minimum purchase is 10 users, and the trial lasts 14 days.

Weflow is built for Salesforce sales teams that want to connect activity capture with conversation, deal, and forecast workflows. It is strongest for organizations ready to buy those capabilities for at least 10 users; smaller teams should look elsewhere.

The modular plans let buyers focus spending on selected tools, while higher bundles add more of the revenue workflow. The annual per-user commitment and sizeable team minimum are the main constraints.

Overview

Weflow automates the movement of sales activity into Salesforce and adds tools for examining conversations, deal health, pipeline, and team performance. That Salesforce-centered approach can give sales managers a connected view of work from customer interactions through forecasts. It is less compelling for teams that do not use Salesforce or cannot meet the 10-user minimum.

Key features

Capture and conversation intelligence

Activity & Contact Capture syncs emails, meetings, and contacts from Outlook or Google to Salesforce, reducing manual activity entry. Conversation Intelligence records, transcribes, and analyzes customer conversations, then supplies AI summaries and Salesforce field updates. Its unlimited recordings and transcripts suit teams that need call coverage without a stated recording quota.

The Windows and macOS desktop app records meetings and calls without a bot joining, then syncs summaries and Salesforce field updates. That is a useful option when a visible meeting bot is undesirable. Weflow also connects to 170+ tools through API, MCP, or native integrations, including Salesforce, Zoom, Aircall, and Calendly.

Deal and forecast tools

Deal Intelligence provides AI deal and account summaries, scores, warnings, and buying committee intelligence, giving teams signals to investigate rather than relying only on pipeline stage. Forecasting is reserved for Revenue AI Enterprise: it adds AI forecast prediction, pipeline analytics, automated forecast roll-ups, and configurable settings. Teams needing forecasting must therefore budget for the highest bundle.

Agent Builder and safeguards

Agent Builder measures use in monthly agent actions across workflow runs. The free allowance is 25 actions per month; Growth includes 500 actions for $299/mo per workspace, and Scale includes 2,500 for $999/mo per workspace. Enterprise has custom action volume and custom pricing. These workspace tiers make sense for teams with a defined automation workload, but the free allowance is modest for frequent runs.

Weflow lists SOC 2 Type II, GDPR, CCPA, HIPAA, and CASA Tier 2 compliance, says customer data is not used to train AI models, and hosts data on AWS with EU, US, or APAC region flexibility. Support ranges from email, live chat, self-service, recorded onboarding and training, to guided onboarding; Enterprise adds a dedicated CSM, shared Slack or MS Teams channel, custom prompt engineering, and quarterly business reviews.

Pricing

Weflow has no free plan for its main products, but offers a 14-day free trial and a guided free pilot with onboarding support. Every product and bundle requires at least 10 users, so even the entry offer carries a meaningful team-wide commitment. Activity & Contact Capture also directs teams above 40 users to contact sales.

• Agent Builder Starter: free, with 25 agent actions per month; included in every plan. Best for trying light workflow automation.
• Activity & Contact Capture: $19/user/month, billed annually, with a 10-user minimum. It is the narrowest paid option for teams focused on syncing Outlook or Google activity to Salesforce; teams above 40 users should contact sales.
• Deal Intelligence & Forecasting: $39/user/month, billed annually, minimum 10 users. This targets teams seeking deal intelligence without buying a broader revenue bundle.
• Conversation Intelligence: $39/user/month, billed annually, minimum 10 users, with unlimited recordings and transcripts. It suits teams prioritizing conversation analysis and Salesforce updates.
• Revenue AI Foundation: $49/user/month, billed annually, minimum 10 users. It includes Activity & Contact Capture, Conversation Intelligence, Mobile Copilot, Ask Weflow AI, and Agent Builder Free tier.
• Revenue AI Business: $59/user/month, billed annually, minimum 10 users. It adds Deal Intelligence to everything in Foundation, fitting teams that want capture, conversation analysis, and deal signals together.
• Revenue AI Enterprise: $79/user/month, billed annually, minimum 10 users. It adds Forecasting, enterprise support, and onboarding to Business, making it the relevant bundle for teams that need forecast tools and higher-touch support.
• Agent Builder Growth: $299/mo per workspace for 500 actions per month; Scale: $999/mo per workspace for 2,500 actions per month; Enterprise: custom pricing and custom monthly actions.

The cheaper per-user plans give up some combination of conversation intelligence, deal insight, and forecasting, so buyers should compare the standalone products with bundles rather than assume the entry plan covers the full workflow. Annual billing and the 10-user floor matter more than the $19 starting rate for a small team.

Platforms

Weflow supports Android, iOS, macOS, Windows, web, API, and extension. The desktop recording app is specifically available for Windows and macOS.

Who it's for

Weflow is a strong fit for Salesforce-based sales organizations with at least 10 users that want activity capture and can benefit from conversation analysis, deal signals, or forecasting. Choose a focused plan if only one capability is needed; choose a bundle when the team will use several components. It is a poor fit for small groups below the minimum, buyers avoiding annual per-user billing, or teams that do not rely on Salesforce.

Pros and cons

• Pro: Email, meeting, and contact capture flows from Outlook or Google into Salesforce, reducing manual logging.
• Pro: Conversation Intelligence includes unlimited recordings and transcripts, plus summaries and Salesforce field updates.
• Pro: The desktop app records without a joining bot, and the platform connects to 170+ tools.
• Pro: Enterprise combines forecast prediction, pipeline analytics, roll-ups, configurable settings, and expanded support.
• Con: All products and bundles require 10 users, which excludes small teams and raises the cost of entry.
• Con: Per-user plans are billed annually, and forecasting requires the $79/user/month Enterprise bundle.
• Con: Agent Builder's free 25-action allowance is limited; substantial usage requires a separate workspace tier.

Alternatives

Gong Forecast is worth considering when a team wants forecast software with customized licensing and a platform fee based on the number of users supported; it has no free plan.

Aviso AI may suit buyers who prefer tailored pricing, white-glove onboarding and implementation, and free migration; it has no free plan.

Muntri is a better fit for call-practice needs: its free Practice Arena includes three practice calls in a private workspace with no credit card, while its paid Practice Arena is $299 a month.

Avoma is an option for teams seeking a freemium product with web, iOS, and Android support; its Startup plan is $19 a month, billed annually, with up to 25 paid seats and free viewers.

Togile CRM is an alternative for buyers seeking a freemium CRM with a lifetime free Startup plan for up to five users and 10,000 records.

DealRadar offers a free tier with five deal analyses, five monthly pre-call prep sessions, and manual import, making it a lower-commitment choice for limited deal review.

Data Parrot Sales Forecasting suits teams seeking a free forecasting-oriented option: its Starter plan supports five free users and delivers daily and weekly briefs by email and Slack, with HubSpot, Slack, and Fathom integrations.

Ebsta Forecasting is another forecasting alternative.

Browse Revenue Intelligence Software, Sales Analytics Software, and Sales Forecasting Software for more options by category.

Verdict

Choose Weflow if your Salesforce team has at least 10 users and wants activity capture tied to conversation and deal workflows, with forecasting available in Enterprise. Its connected feature set is the main reason to buy; the annual billing, seat minimum, and $79/user/month threshold for forecasting are strong reasons to compare alternatives first.