Weflow
Last Updated
Overview
Weflow empowers sales departments to manage opportunities efficiently with bulk record updates and real-time deal signals. Although a small lag exists when new Salesforce fields are added, the software provides unmatched visibility into pipeline health. This solution is ideal for RevOps professionals requiring a scalable, cloud-based sales workspace.
Weflow Specifications
- Lead Management
- Sales Pipeline Management
- Contact Management
- Sales Automation
Weflow Features
Bulk CRM Updates
Weflow allows users to update multiple Salesforce records simultaneously, significantly decreasing the time spent on manual data entry. This functionality ensures that pipeline information remains current while improving overall CRM data hygiene efficiency.
Activity And Email Logging
The software automatically tracks and logs all sales activities and email communications directly into Salesforce. This ensures comprehensive oversight of team interactions, preventing valuable data from being lost and maintaining a reliable audit trail.
Multiple Pipeline Views
This feature enables teams to simplify their review processes by creating customizable pipeline views. Users can organize opportunities based on specific criteria, allowing for a more focused analysis of deal progression and departmental goals.
Deal Signals
Weflow provides real-time notifications when specific deals are identified as being at risk. These automated alerts empower sales professionals to take immediate corrective action, effectively increasing the likelihood of successful revenue outcomes.
Task Management
The built-in manager helps users organize and track their daily responsibilities to ensure no critical follow-ups are missed. By centralizing assignments, the platform promotes consistent productivity and keeps high-priority sales initiatives on track.
Pros And Cons of Weflow
Pros
Saves significant time updating Salesforce records
Provides clear pipeline visibility and insights
Simplifies forecasting with real-time updates
Cons
Lacks embedded dialing feature in extension
Minor workflow tweaks occasionally needed
Weflow Reviews
Total 31 reviews
4.2
All reviews are from verified customers
Rating Distribution
5
Stars42%
4
Stars42%
3
Stars13%
2
Stars3%
1
Stars0%
Share your experience
Mid Market, 101-500 employees
“Helpful meeting visibility boost”
Pros
Weflow has become my go to for keeping track of meeting notes. It helps me pull together meeting summaries and get ready for upcoming conversations by showing the latest history across my accounts. I have also noticed it speeds up my turnaround time which has been really useful. One thing I especially value is the more complete view it gives since my team lead can now clearly see my meetings and communication activity. The coaching tab has also been very useful for improving my sales pitches, with scores and suggestions that help me refine them further. Getting started was pretty easy too, thanks to the clear instructions and video tutorial.
Cons
Honestly there isn't much I dislike about it.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Enterprise, 500+ employees
“Great meeting notes”
Pros
One of the biggest benefits of it is that it genuinely cuts down on my workload. A perfect example is how well it captures notes during online meetings as it's really fantastic.
Cons
At times some of my meetings don't get attributed properly and that does make me a bit uncomfortable.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
9
Mid Market, 101-500 employees
“Helpful call summaries”
Pros
The feature I really like is the post-call summary that pulls together all the key details like follow-ups and what should be treated as a high priority after the meeting. It makes organizing the next steps much easier and helps keep my workflow structured after every call. It has definitely improved my performance. On top of that the AI tool is very useful for finding information quickly thanks to the Salesforce connection as it takes a minute now instead of an hour.
Cons
The message feature is where I run into issues. At times I am included in a thread without being marked as CC and it still gets counted against me as a no reply in 24h case, even when another person has already handled the topic.
Rating Distribution
Ease of use
7
Value for money
6
Customer Support
6
Functionality
5
Frequently Asked Questions
Who are the typical users of Weflow?
Weflow features benefit industries such as utilities, computer software, IT consulting, sales and revenue operations, and enterprise businesses, helping teams streamline pipeline management and forecasting.
Does Weflow offer an API?
Yes, Weflow offers an API.
What types of pricing plans does Weflow offer?
Weflow offers individual products such as Activity Capture at $20/user/month, Conversation Intelligence at $30/user/month, Pipeline Intelligence at $30/user/month, and Forecasting & Analytics at $30/user/month. Bundled plans include Salesforce Data Capture Bundle at $40/user/month, Pipeline Visibility Bundle at $55/user/month, and Revenue AI Platform Bundle at $65/user/month. All of these are billed annually. Get in touch for a personalized Weflow price estimate.
What language does Weflow support?
The software is available in English.
What other apps does Weflow integrate with?
Weflow integrates with Microsoft 365, Google Workspace, and Salesforce.
What level of support does Weflow offer?
Weflow provides support via live chat, help center and contact form.
Does Weflow have a mobile app?
No, Weflow does not offer a dedicated mobile app.