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Weflow

weflow.ai

From $1.58/mo Free plan WebWindowsmacOSiOSAndroidAPI
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Spec score 8.7 #3 of 31 in Sales Forecasting Software

What it is

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 supplies AI summaries and Salesforce field updates. Deal Intelligence offers AI deal and account summaries, scores, warnings, and buying committee intelligence. Revenue AI Enterprise adds forecast prediction, pipeline analytics, automated forecast roll-ups, and configurable settings. Weflow says it connects to 170+ tools via 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 field updates. Plans require at least 10 users. Activity & Contact Capture is listed at $19/user/month billed annually; the pricing note also lists a 14-day trial and 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.

Spec sheet

What it does
Weflow is a Salesforce-focused Revenue AI platform for activity capture, conversation intelligence, pipeline and deal intelligence, and forecasting.Read 15 Oct 2026 · weflow.ai
Product
Weflow is a Revenue AI platform that automates Salesforce data capture and provides visibility into deals, pipeline, forecasts, and team performance.Read 29 Sep 2026 · weflow.ai
Trial
The site offers a 14-day free trial and also describes a guided free pilot with onboarding support.Read 29 Sep 2026 · weflow.ai
Integrations
Weflow says it connects to more than 170 tools through native integrations, APIs or MCP, including Salesforce, Google Workspace, Microsoft 365, conferencing, warehouses and automation tools.Read 15 Oct 2026 · weflow.ai
Security
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.Read 29 Sep 2026 · weflow.ai
Support
Support tiers include email, live chat, self-service support, pre-recorded onboarding and trainings, and guided onboarding; Enterprise adds a dedicated CSM, shared Slack or MS Teams channel, custom prompt engineering, and quarterly business reviews.Read 29 Sep 2026 · weflow.ai
Activity capture
Its server-side capture syncs emails, calendar events and contacts from Google Workspace or Microsoft 365 into native Salesforce records without requiring rep action.Read 15 Oct 2026 · weflow.ai
Agent Builder
Agent Builder is a visual workflow builder with pre-built recipes for scheduled or record-triggered AI flows.Read 15 Oct 2026 · getapp.com
AI playbooks
AI Playbooks evaluate opportunities against built-in or custom sales methodologies by reading CRM fields, emails and meeting transcripts.Read 15 Oct 2026 · help.weflow.ai
Ask Weflow AI
Ask Weflow AI provides natural-language queries over Salesforce records, emails, meetings and transcripts.Read 15 Oct 2026 · getapp.com
Chrome extension
The Chrome extension turns a new tab into a Salesforce workspace for logging activities, searching and updating records, notes and pipeline tasks.Read 15 Oct 2026 · chromewebstore.google.com
Conversation intelligence
Conversation Intelligence records meetings on Zoom, Google Meet and Microsoft Teams, transcribes them, creates summaries and can update Salesforce fields from extracted insights.Read 15 Oct 2026 · weflow.ai
Data hosting
Weflow says data is hosted on AWS with EU, US, or APAC region flexibility.Read 29 Sep 2026 · weflow.ai
Data protection
Weflow states that customer data is encrypted, region-hosted and not used to train AI models, with zero AI data retention.Read 15 Oct 2026 · weflow.ai
Deal insights
Deal Intelligence provides AI deal and account summaries, scores, warnings, and buying committee intelligence.Read 29 Sep 2026 · weflow.ai
Desktop app
The desktop app for Windows and macOS records meetings and calls without a bot joining, then syncs AI summaries and Salesforce field updates.Read 29 Sep 2026 · weflow.ai
Forecasting
Forecasting supports bottom-up submissions, dynamic weighted forecasts and an AI prediction using seasonality and other deal signals.Read 15 Oct 2026 · help.weflow.ai
Founders
Crunchbase lists Henrik Basten, Janis Zech and Philipp Stelzer as founders.Read 15 Oct 2026 · crunchbase.com
Funding news
Weflow announced a $2.7 million funding round in a company post describing its private-beta launch and Salesforce productivity mission.Read 15 Oct 2026 · weflow.ai
Headquarters and size
Crunchbase lists Berlin, Germany as headquarters and an employee range of 11–50.Read 15 Oct 2026 · crunchbase.com
Legal name
Crunchbase identifies the company as Weflow GmbH.Read 15 Oct 2026 · crunchbase.com
Limit: AI quality
One reviewer says the AI coach can be unreliable for internal meetings, while another says the AI still needs substantial improvement.Read 15 Oct 2026 · softwarefinder.com
Limit: data matching
Reviewers report occasional meeting attribution errors, inconsistent capture in complex setups and missing standard report fields requiring custom Salesforce flows.Read 15 Oct 2026 · softwarefinder.com
Limit: product scope
Weflow's FAQ says it only supports Salesforce, does not provide sales engagement sequences, and does not capture phone, SMS or VoIP activity.Read 15 Oct 2026 · weflow.ai
Limit: reliability
Some reviewers report first-login crashes, repeated Salesforce reconnection, freezing AI chat and occasional bugs.Read 15 Oct 2026 · softwarefinder.com
Mobile requirements
The Weflow iOS app requires iOS 17 or later and requires both Conversation Intelligence and Mobile App licenses.Read 15 Oct 2026 · help.weflow.ai
Pipeline analytics
Weflow provides pipeline waterfalls, pacing, coverage, deal-risk views, opportunity snapshots and other pre-built pipeline metrics.Read 15 Oct 2026 · weflow.ai
Plan limits
All Weflow products and bundles require a minimum of 10 users, and the Activity & Contact Capture page says teams above 40 users should contact sales.Read 29 Sep 2026 · weflow.ai
Praise: automation
Independent reviewers repeatedly praise automatic meeting capture, summaries, searchable transcripts and reduced manual Salesforce data entry.Read 15 Oct 2026 · softwarefinder.com
Praise: coaching
Reviewers praise conversation scoring, coaching insights and team-level visibility into sales methodology execution.Read 15 Oct 2026 · softwarefinder.com
Public API
The public REST API uses API keys at https://api.getweflow.app/api/v1 and exposes recordings and related conversation data with pagination and workspace rate limits.Read 15 Oct 2026 · help.weflow.ai
Rating on Apple App Store
The listing says the app has not received enough ratings or reviews to display an overview.Read 15 Oct 2026 · apps.apple.com
Rating on Chrome Web Store
5.0 out of 5 from 17 ratings.Read 15 Oct 2026 · chromewebstore.google.com
Rating on G2
4.7 out of 5 from 121 reviews (derived from 93 five-star, 25 four-star and 3 three-star reviews shown on the listing).Read 15 Oct 2026 · g2.com
Rating on Software Finder
4.2 out of 5 from 31 reviews.Read 15 Oct 2026 · softwarefinder.com
Salesforce requirement
Signup requires Salesforce Professional Edition with API enabled or Salesforce Enterprise Edition.Read 15 Oct 2026 · help.weflow.ai
SDKs and extensibility
The opened API documentation describes REST endpoints and curl examples but does not identify an official SDK package.Read 15 Oct 2026 · help.weflow.ai
Security certifications
Weflow states that it has SOC 2 Type II, GDPR/CCPA, HIPAA and CASA Tier 2 certifications or compliance programs.Read 15 Oct 2026 · weflow.ai
Self-hosting
Weflow documentation describes a hosted service integrated with Salesforce and does not document a self-hosted deployment option.Read 15 Oct 2026 · help.weflow.ai
Software Advice listing
Software Advice shows Weflow with no reviews yet and describes it as a Salesforce-only Revenue AI platform.Read 15 Oct 2026 · softwareadvice.com
Support and documentation
Support materials include a searchable help center, setup guides, API reference, security articles and onboarding assistance.Read 15 Oct 2026 · help.weflow.ai
TrustRadius listing
TrustRadius says Weflow has no pricing plans listed and reports no free version or trial on its listing.Read 15 Oct 2026 · trustradius.com
Usage limit
Agent Builder usage is measured in monthly agent actions across workflow runs, with 25 actions included free and paid Growth and Scale tiers offering 500 and 2,500 actions respectively.Read 29 Sep 2026 · weflow.ai

Plans and prices

Agent Builder Free Free per workspace per month 25 agent actions per month Read 15 Oct 2026 · weflow.ai
Agent Builder Starter Free Free 25 agent actions/month · Included in every plan Read 29 Sep 2026 · weflow.ai
Activity & Contact Capture $19 a year per user per month, billed annually 10-user minimum · 24-month historical backfill as add-on Read 15 Oct 2026 · weflow.ai
Conversation Intelligence $39 a year per user per month, billed annually 10-user minimum · 96+ languages · unlimited recordings, transcription and summaries Read 15 Oct 2026 · weflow.ai
Deal Intelligence & Forecasting $39 a year per user per month, billed annually 10-user minimum · AI deal signals · forecasting and pipeline analytics Read 15 Oct 2026 · weflow.ai
Revenue AI Foundation $49 a year per user per month, billed annually 10-user minimum · Activity Capture and Conversation Intelligence · Mobile Copilot · Ask Weflow AI · Agent Builder Free Read 15 Oct 2026 · weflow.ai
Revenue AI Business $59 a year per user per month, billed annually 10-user minimum · Foundation features · deal and account intelligence Read 15 Oct 2026 · weflow.ai
Revenue AI Enterprise $79 a year per user per month, billed annually 10-user minimum · Business features · forecasting · pipeline analytics · enterprise onboarding and support Read 15 Oct 2026 · weflow.ai
Agent Builder Growth $299 a month per workspace per month 500 agent actions per month Read 15 Oct 2026 · weflow.ai
Agent Builder Growth $299 a month $299/mo 500 agent actions/month · Per workspace Read 29 Sep 2026 · weflow.ai
Agent Builder Scale $999 a month per workspace per month 2,500 agent actions per month Read 15 Oct 2026 · weflow.ai
Agent Builder Scale $999 a month $999/mo 2,500 agent actions/month · Per workspace Read 29 Sep 2026 · weflow.ai

Every Weflow plan and price →

Strong points and limits

Strong points

  • Syncs Outlook or Google activity to Salesforce.
  • Conversation Intelligence includes transcription and Salesforce field updates.
  • Connects to 170+ tools through API, MCP, or native integrations.
  • Lists several compliance standards and regional AWS hosting.

Limits

  • No free plan is listed.
  • Plans require at least 10 users.
  • Activity & Contact Capture costs $19/user/month billed annually.
  • Teams above 40 users should contact sales for Activity & Contact Capture.

Who it suits

Weflow suits Salesforce teams seeking automated activity capture, conversation analysis, deal visibility, or forecasting. Its minimum plan size of 10 users makes it oriented toward teams rather than individual users.

Weflow in depth

Read the full write-up

Weflow is a Salesforce-oriented revenue platform for sales teams that want activity, conversation, deal, and forecast workflows connected to their CRM. It is best suited to organizations with at least 10 users and a Salesforce-centered process. Its range of capabilities is substantial, but the right plan—and the annual commitment—depend on which parts of that range a team actually needs.

Overview

Weflow combines sales activity capture with tools for understanding conversations, assessing deals, and managing forecasts. Its strongest case is for teams that want those workflows tied to Salesforce rather than handled in isolation. The modular product plans let buyers start with specific capabilities, while the broader bundles trade a higher per-user price for a more integrated set.

Key features

Capture and conversation intelligence

Activity & Contact Capture syncs emails, meetings, and contacts from Outlook or Google to Salesforce. Conversation Intelligence records, transcribes, and analyzes customer conversations, then produces AI summaries and Salesforce field updates. Its unlimited recordings and transcripts remove a stated usage ceiling for call coverage, though it is a separate $39/user/month annual plan unless bought in a bundle.

The Windows and macOS desktop app records meetings and calls without a bot joining, then syncs summaries and Salesforce field updates. That suits teams that prefer not to add a bot participant. Weflow also lists mobile platforms, but the desktop recording capability is specifically described for Windows and macOS.

Deal and forecast tools

Deal Intelligence provides AI deal and account summaries, scores, warnings, and buying committee intelligence. Those signals can help teams inspect deal health and risk; the $39/user/month annual plan is a focused choice for buyers who do not need Conversation Intelligence or the full bundle. Revenue AI Enterprise adds AI forecast prediction, pipeline analytics, automated forecast roll-ups, and configurable settings, making it the tier for teams that need forecasting as well as deal visibility.

Integrations and safeguards

Weflow says it connects to more than 170 tools through API, MCP, or native integrations, including Salesforce, Zoom, Aircall, and Calendly. It 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, and recorded onboarding and training to Enterprise options such as a dedicated CSM, shared Slack or MS Teams channel, custom prompt engineering, and quarterly business reviews.

Pricing

All Weflow products and bundles require at least 10 users. Per-user prices below are billed annually, so the starting rate is not a month-to-month option. The Activity & Contact Capture page directs teams above 40 users to contact sales.

Agent Builder Starter: free, with 25 agent actions per month; included in every plan. Actions are measured across workflow runs.

Activity & Contact Capture: $19/user/month, billed annually. This is the lowest-cost paid entry point for teams that mainly need email, meeting, and contact sync.

Deal Intelligence & Forecasting: $39/user/month, billed annually. It suits teams prioritizing deal insight and forecasting rather than conversation recording.

Conversation Intelligence: $39/user/month, billed annually, with unlimited recordings and transcripts. It is the focused choice for teams that need conversation analysis without the full revenue bundle.

Revenue AI Foundation: $49/user/month, billed annually. It includes Activity & Contact Capture, Conversation Intelligence, Mobile Copilot, Ask Weflow AI, and Agent Builder Free, but not Deal Intelligence.

Revenue AI Business: $59/user/month, billed annually. It adds Deal Intelligence to everything in Foundation, fitting teams that want capture, conversation, and deal tools together.

Revenue AI Enterprise: $79/user/month, billed annually. It adds Forecasting, enterprise support, and onboarding to Business, for teams needing the broadest described package.

Agent Builder Growth: $299/month per workspace for 500 agent actions per month.

Agent Builder Scale: $999/month per workspace for 2,500 agent actions per month.

Agent Builder Enterprise: custom pricing per workspace, with custom monthly agent actions.

Weflow offers a 14-day free trial and describes a guided free pilot with onboarding support. There is no general free plan; the free Agent Builder Starter tier is limited to 25 monthly actions and is included in every plan. The separate paid Agent Builder tiers are workspace-priced, not per-user.

Platforms

Weflow supports Android, iOS, macOS, Windows, web, API, and an extension. Its desktop recording feature is described for Windows and macOS.

Who it's for

Weflow is a stronger fit for Salesforce teams large enough to meet the 10-user minimum and willing to pay annually for connected sales workflows. A team needing only activity sync can avoid paying for a broader bundle; one seeking full conversation, deal, and forecasting coverage will need to weigh the higher tiers. Small teams, buyers seeking a free general-purpose plan, or organizations that do not center their sales process on Salesforce should look elsewhere.

Pros and cons

Pros: Activity capture, conversation analysis, deal intelligence, and forecasting can be combined around Salesforce, with bundle choices that also allow a narrower starting point.

Pros: Unlimited recordings and transcripts on Conversation Intelligence, plus desktop recording without a joining bot, suit teams that want broad call coverage without a bot participant.

Pros: The stated compliance coverage, no-training position for customer data, and regional AWS hosting give security-conscious buyers concrete assurances to assess.

Cons: Every product and bundle requires 10 users, excluding smaller teams even at the $19/user/month entry price.

Cons: Per-user plans are billed annually, and advanced capabilities such as forecasting and enterprise support require the $79/user/month Enterprise tier.

Cons: Agent Builder's free allowance is only 25 monthly actions; larger allowances cost $299/month or $999/month per workspace.

Alternatives

Consider Muntri if a free plan and practice calls are more important than Weflow's Salesforce revenue workflows. Togile CRM is an alternative for buyers seeking a CRM with a lifetime free tier for up to five users and 10,000 records. Avoma is worth comparing for teams looking for a freemium conversation platform; its Startup plan is $19 a month, billed annually, with up to 25 paid seats and unlimited free view-only seats.

Beton Inspector is a free alternative. Data Parrot Sales Forecasting offers a free Starter tier for five users with email and Slack briefs, AI summaries, and HubSpot, Slack, and Fathom integrations. DealRadar has a free tier with five deal analyses, five monthly pre-call preparations, and manual import. FlashGTM offers a free Core plan. For a paid forecasting option with customized proposals and per-user licenses, consider Gong Forecast.

Browse Revenue Intelligence Software, Sales Analytics Software, and Sales Forecasting Software to compare other products in those categories.

Verdict

Choose Weflow if your Salesforce team has at least 10 users and wants activity capture, conversation intelligence, and deal or forecast tools connected in one platform. Its breadth and annual plan options are the main draw; the minimum seat count and annual commitment are the clearest reasons to choose a smaller-scale or less Salesforce-centered alternative.

Verdict

Weflow brings capture, conversation intelligence, deal insights, and forecasting into a Salesforce-focused platform. Its 10-user minimum and annual per-user starting price make team size and commitment central considerations.

Where Specifiction places it

Alternatives to WeflowAll alternatives →