Weflow
The RevOps toolkit for Salesforce.
Overview
Weflow is a revenue operations toolkit designed to work exclusively with Salesforce. It helps sales teams update their pipeline, manage notes, and create AI-powered forecasts without the high cost of premium Salesforce editions or standalone platforms. It sources data from Salesforce, Google Workspace, and Microsoft Outlook to help teams inspect their pipeline and adjust forecast estimations.
✨ Key Features
- Pipeline Management
- Salesforce Data Entry and Updates
- Note Taking and Collaboration
- Sales Forecasting
- Activity Tracking
🎯 Key Differentiators
- Affordable pricing, making AI forecasting accessible.
- Focus on streamlining the rep's workflow for pipeline updates.
- Exclusively built for Salesforce, ensuring tight integration.
Unique Value: Provides access to AI-powered sales forecasting and an improved pipeline management experience for Salesforce users, without the enterprise-level price tag.
🎯 Use Cases (4)
✅ Best For
- Enabling AI forecasting for teams on lower-tier Salesforce plans.
- Simplifying the process for reps to update their opportunities.
- Providing a centralized workspace for deal notes and next steps.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not using Salesforce.
- Large enterprises needing a full-featured revenue intelligence platform.
🏆 Alternatives
Offers a much more affordable entry point to AI forecasting than platforms like Clari or upgrading to high-tier Salesforce editions. It focuses on core forecasting and pipeline management rather than the broader feature sets of larger platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Note-taking and pipeline view for individuals.
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