Revenue Intelligence Platform

Capture every customer interaction.
Unlock AI insights to convert and forecast your pipeline.

Weflow’s AI-powered Revenue Intelligence platform gives you full deal and pipeline visibility, without the manual effort.

Get a demo
Auto-capture customer interactions
Automatically update Salesforce
Unlock deal &
pipeline visibility with AI
Convert & forecast your pipeline
Trusted by CROs & RevOps in B2B SaaS companies
The Problem

Poor Salesforce data makes your revenue process fail

With fragmented, siloed, and missing data, your CRM has become a single source of distrust.
Relying on gut feeling has become the norm for running processes.

Manual data entry

Your CRM still relies on manual updates, leading to missing and outdated data.

Poor insights & visibility


Using poor data, you lack visibility into deal, pipeline and forecast health.

No predictability

Poor insights and visibility lead to lost deals and inaccurate forecasts.
The Solution

Weflow helps B2B revenue teams capture every customer interaction in Salesforce and use AI insights to convert and forecast your pipeline better.

±7%
ACCURACY

Zeotap forecasts with ±7% accuracy with an effective forecast process.

60%
LESS SLIPPED DEALS

IDnow used Weflow’s warnings to reduced slipped deals by 60%.

Conekta tracks pipeline changes and forecast accuracy to coach reps and teams.

5 steps to convert and forecast your pipeline better

1
Capture

Auto-capture every customer interaction to get clean Salesforce data

  • Auto-capture emails, meetings, and contacts
  • Auto-record, transcribe & summarize conversations
  • Automate Salesforce data entry with AI
Learn more
2
Convert

Unlock AI insights to get full visibility into deal health

  • Inspect deal health with 50+ AI insights & signals
  • Track deal changes and velocity
  • Configure custom warnings and alerts
Learn more
3
Forecast

Submit and roll up forecast calls 
with an efficient process

  • Submit deal-by-deal and/or rep-by-rep
  • Automate forecast roll-ups
  • Run multiple forecasts (new logo, expansion, etc.)
Learn more
4
Forecast

Project revenue with bottom-up, weighted, and AI predictions.

  • See how you pace against revenue goals
  • Predict deal outcomes with AI opportunity scoring
  • Use our AI prediction model with 300+ data points
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5
Analyze & Report

Analyze your pipeline and forecast with interactive charts and metrics

  • See how and why your pipeline changes
  • Track forecast accuracy by rep and team
  • Create custom reports for your C-level and board
Learn more
Teams

Revenue Intelligence for your entire team

Revenue Operations
Executives
Sales
Customer Success
+12%
WIN RATE
+93%
ACCURACY
Chris Mackinnon
VP Revenue Operations @ Zeotap
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Revenue Operations

Drive process compliance &
CRM data quality

  • Automate Salesforce data capture
  • Improve forecast accuracy
  • Increase rep and manager productivity
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VISBILITY
ACCURACY
Andreas Bodczek
CEO @ IDnow
"Weflow gives us better visibility and predictability of our business."
Executives

Drive sales efficiency & predictability

  • Forecast bookings accurately
  • Improve quota attainment
  • Increase win rate
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WIN RATE
ACCURACY
Ben Beivers
CRO @ Remerge
“We win more deals as we can identify and act on risks early on. This not only feeds into pipeline health, but also makes sure that our forecasts are reliable.”
Sales

Drive sales performance and visibility

  • Get visibility into pipeline health
  • Spot deal risks early to take action
  • Improve win rates and quota attainment
Learn more
RISK
RENEWALS
Etienne Schloemer
Head of Customer Success @ Zeotap
"Weflow has improved our visibility of risks in our customer base, allowing us to proactively drive expansions, and renewals."
Customer Success

Retain and grow customer revenue

  • Improve CSM productivity
  • Forecast expansions and renewals accurately
  • Spot risks early to take action
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Use Cases

Covering every aspect of your revenue process

Capture

Activity Capture

Auto-capture emails, meetings, and contacts in Salesforce
Learn more
Capture

Conversation Intelligence

Record and summarize meetings to auto-update Salesforce.
Learn more
Capture

Salesforce data capture

Automatically turn customer interactions into Salesforce updates.
Learn more
Convert

Deal execution

Automate repetitive tasks and drive deals forward proactively.
Learn more
Convert

Deal reviews

Get full visibility into deal health with insights, warnings, and signals.
Learn more
Convert

Pipeline inspection

Get full visibility into pipeline health with interactive charts and analytics.
Learn more
Forecast

Forecast roll-ups

Run an efficient forecasting process - from submissions to automatic roll-ups.
Learn more
Forecast

Forecast predictions

Combine bottom-up, weighted, and AI predictions for high forecast accuracy.
Learn more
Analyze & Report

Reporting & Analytics

Create pipeline and forecast reports for your executive team or board.
Learn more
Security

Security on enterprise level

SOC-II (Type 2)

We are certified according to SOC-II (Type 2) security standards.

GDPR & CCPA

Go to market anywhere in the world – let us handle compliance with local laws.

Fully audited

Annually audited by PwC, Google, and Microsoft.
Visit our trust center
Resources

Learn more about GTM & revenue operations

Podcast

RevOps Lab Podcast

With Philipp Stelzer & Janis Zech
Listen now
Downloads

Free Forecast Cheat Sheet

Get a copy
Downloads

Free RevOps Salary Report

Get a copy
Discover all resources

Try before you buy

We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.

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Trusted by top-performing revenue teams