Overview

Weflow combines Salesforce data capture with tools for reviewing customer conversations, assessing deals and managing pipeline. Teams can buy individual capabilities or choose a bundle, but the differences between tiers matter: forecasting is reserved for Revenue AI Enterprise, while Deal Intelligence starts in Revenue AI Business or its standalone plan.

Key features

Activity and conversation capture

Activity & Contact Capture syncs emails, meetings and contacts from Outlook or Google to Salesforce. Conversation Intelligence adds recording, transcription and AI analysis, including summaries and Salesforce field updates. Its unlimited recordings and transcripts make it a clear option for teams that need extensive call coverage. The Windows and macOS desktop app records meetings and calls without a bot joining, then syncs summaries and field updates—a useful distinction for teams that prefer not to have a meeting bot present.

Deal insight and forecasting

Deal Intelligence provides AI summaries for deals and accounts, scores, warnings and buying committee intelligence. It can help teams surface risks and relevant context, but it does not include Weflow's forecasting package. Revenue AI Enterprise adds AI forecast prediction, pipeline analytics, automated forecast roll-ups and configurable settings, making it the relevant tier for teams that want forecasting inside the same Salesforce-focused system.

Integrations and security

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, and says customer data is not used to train AI models. Data is hosted on AWS, with EU, US or APAC region flexibility. These controls and regional choices may suit organizations with specific security or data-location needs.

Support tiers include email, live chat, self-service support, recorded onboarding and training, and guided onboarding. Enterprise adds a dedicated customer success manager, a shared Slack or MS Teams channel, custom prompt engineering and quarterly business reviews. That additional support may matter for larger deployments, but it is tied to the highest bundle.

Pricing

Weflow offers a 14-day free trial and describes a guided free pilot with onboarding support. All products and bundles require at least 10 users, so even the entry price implies a meaningful team commitment. Prices below are billed annually unless stated otherwise.

Plan	Price	What it includes and who it suits
Agent Builder Starter	Free	25 agent actions per month, included in every plan. Useful for trying basic workflow automation, but the small action allowance limits ongoing use.
Activity & Contact Capture	$19/user/month	Salesforce activity and contact syncing; the lowest-cost paid route for teams focused on capture. Teams above 40 users should contact sales.
Deal Intelligence & Forecasting	$39/user/month	Standalone deal intelligence and forecasting capabilities for teams seeking those tools without a broader Revenue AI bundle.
Conversation Intelligence	$39/user/month	Conversation recording and analysis with unlimited recordings and transcripts, for teams prioritizing call coverage.
Revenue AI Foundation	$49/user/month	Activity & Contact Capture, Conversation Intelligence, Mobile Copilot, Ask Weflow AI and the free Agent Builder tier. It gives teams a broader operating base, but not Deal Intelligence or forecasting.
Revenue AI Business	$59/user/month	Everything in Foundation plus Deal Intelligence. A fit for teams that want deal analysis alongside capture and conversation tools, but it does not add the Enterprise forecasting package.
Revenue AI Enterprise	$79/user/month	Everything in Business plus forecasting, enterprise support and onboarding. This is the complete bundle, at the highest per-user price.
Agent Builder Growth	$299/mo	500 agent actions per month per workspace for teams with heavier workflow needs.
Agent Builder Scale	$999/mo	2,500 agent actions per month per workspace for higher-volume automation.
Agent Builder Enterprise	Custom pricing	Custom monthly agent actions per workspace.

The standalone Agent Builder tiers are priced per workspace, not per user, and their action quotas should be weighed against expected workflow volume. The paid sales plans are annual per-user commitments with a 10-user minimum; the trial does not remove that fit question.

Platforms

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

Who it's for

Weflow fits Salesforce-using sales organizations that want activity capture, conversation intelligence and deal context under one platform, especially when a team has at least 10 users. Teams needing forecast prediction and roll-ups should budget for Enterprise. Smaller groups, or buyers seeking a free ongoing plan, should look elsewhere.

Pros and cons

Pros: Activity capture, conversation analysis and deal intelligence can be combined around Salesforce, reducing the need to split those workflows across separate products.
Pros: Unlimited recordings and transcripts on Conversation Intelligence support broad call coverage.
Pros: Desktop recording without a joining bot and flexible AWS hosting regions address practical meeting and data-location preferences.
Cons: A 10-user minimum excludes small teams, even at the $19/user/month entry tier.
Cons: Forecasting requires the $79/user/month Enterprise bundle, so teams wanting it must pay for the higher tier.
Cons: Paid sales plans are billed annually, limiting flexibility for buyers who prefer monthly per-seat commitments.

Alternatives

Consider Avoma if a freemium option matters: it has a free plan and a Startup tier at $19.00 USD per month billed annually, with up to 25 paid seats and free view-only seats. Togile CRM is worth considering for buyers seeking a CRM with a lifetime-free Startup plan for up to five users and 10,000 records. Choose Data Parrot Sales Forecasting when its free Starter plan—five users, email and Slack briefs, and HubSpot, Slack and Fathom integrations—better matches a focused forecasting need. DealRadar offers a free tier with five deal analyses, five monthly pre-call preparations and manual import, which may suit buyers wanting to try deal analysis without Weflow's 10-seat minimum. Muntri is another paid option with a free Practice Arena tier that includes three practice calls in a private workspace. Beton Inspector offers a free self-hosted option with unlimited users and signal detection features. FlashGTM has a free Core plan with 50 credits per month. Predict.ai offers a free tier with 500 credits per month, one workspace and one seat.

Browse more options in Revenue Intelligence Software, Sales Analytics Software and Sales Forecasting Software.

Verdict

Weflow is a strong fit for Salesforce sales teams of 10 or more that want activity capture, conversation intelligence and deal analysis in a connected platform. Its principal advantage is the breadth of those workflows and its flexible support for recording and data hosting. Look elsewhere if your team is smaller, needs a free plan, or wants forecasting without moving to the $79/user/month Enterprise bundle.

	Fairview	Weflow
Free plan	No	No
Free trial	Yes	Yes
Paid from	$149/mo	$1.58/mo
Open source	No	No
Platforms	Web	Android, api, extension, iOS, macOS, Web, Windows
Free plan	No	No
AI forecasting	Yes	Yes
Data source coverage	multiple_sources	—
Forecast horizon	quarterly	—
Paid from	—	19 /user/mo

Fairview vs Weflow

Fairview

Weflow