The sales forecasting tool 
to ditch your spreadsheets.

B2B revenue teams use Weflow to run an effective forecast process. Synced with Salesforce.

Auto-capture Salesforce data
Inspect deals with 
50+ signals
Submit & roll-up forecast calls
Project revenue & analyze pipeline
Trusted by CROs & RevOps in B2B SaaS companies
The Problem

When you forecast,
your spreadsheet breaks.

Disconnected from Salesforce

You jump between spreadsheets, Salesforce, and BI tools. Combined with already bad CRM data, there is no single source of truth for your forecasts.

Poor deal visibility


You don’t understand what drives forecast calls - and why they’re off. Risky deals enter your forecast, leading to surprises at the end of the quarter.

Inefficient forecast process

You don’t run a repeatable process that leads to high accuracy. Instead, you waste your time with ineffective meetings and manual tasks.
The Solution

Weflow helps B2B revenue teams update, review, and forecast their pipeline efficiently. Always in sync with Salesforce.

±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 an accurate forecast

1
Capture

Get reliable data for your forecast by capturing activities and CRM fields.

  • Auto-capture emails, meetings and contacts
  • In-line edit Salesforce fields
  • Auto-populate MEDDICC fields
2
Review

De-risk your forecast with deal insights and warnings.

  • Inspect deal risk with 50+ signals
  • See deal health with insights
  • Configure warnings and alerts
3
Submit

Submit and roll up your 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.)
4
Predict

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
5
Analyze & Report

Report your forecast with interactive charts and metrics.

  • See how and why your pipeline changes
  • Track forecast accuracy by rep and team
  • Report your forecast with interactive charts
Teams

The forecasting tool for your entire revenue team

+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

Run an efficient and effective forecast process

  • Improve Salesforce data quality
  • Run a reliable forecasting process
  • Increase rep and manager efficiency
VISBILITY
ACCURACY
Andreas Bodczek
CEO @ IDnow
"Weflow gives us better visibility and predictability of our business."
Executives

Improve sales performance and predictability

  • Forecast bookings accurately
  • Improve quota attainment
  • Increase win rate
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
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
Use Cases

Covering every aspect of your forecast process

Capture

Activity Capture

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

Deal hygiene

Guide reps to deal hygiene with templates, workflows, and alerts.
Learn more
Review

Pipeline reviews

Review pipelines and deals to de-risk your forecast.
Learn more
Review

Forecast meeting

Run effective forecast meetings with less prep work and tool jumping.
Learn more
Submit

Forecast submission & roll-up

Submit, adjust, and roll-up forecast calls with ease.
Learn more
Predict

Forecast prediction

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

Reporting

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

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. Start your 14-day free trial with a quick onboarding session.

Get free trial

Trusted by top-performing revenue teams