Weflows's Revenue AI Platform captures activities and conversations into Salesforce first, so your reports and forecasts are built on complete and accurate data. Clari pulls CRM data into a proprietary database for forecast roll-ups and pipeline inspection, creating a parallel data model outside Salesforce.
- ✓ SOC 2 Type II certified
- ✓ 30–45 minute technical setup; 1–3 week time-to-value
- ✓ $0 platform fee, $0 implementation fee
"Using Weflow, we increased our win rate by 12% and see a forecast accuracy of 92%. Plus, we now can trust our Salesforce data."
[small]Chris Mackinnon, VP Revenue Operations, Zeotap — Case Study[/small]
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Pricing at a glance
Weflow offers flat-rate, per-seat pricing with no platform, implementation, or onboarding fees. Clari doesn't publish pricing and typically requires multi-year commitments with implementation fees.
| Weflow | Clari | |
|---|---|---|
| Seat price | $79/user/month | \~$100–$180/user/month |
| Platform fee | None | Included in seat price with annual escalation clauses |
| Implementation fee | None | $15K–$75K professional services |
| Free trial | 14 days, full platform | N/A |
50-user scenario: Weflow full platform = \~$47,400/year. Clari estimated = \~$108,000/year + implementation. Modeled savings: 56–64%.
Weflow sells standalone modules: start with Activity Capture at $19/user/month and expand to Conversation Intelligence or Forecasting when ready. CI and full-platform tiers include unlimited recordings, transcripts, AI processing, and unlimited free view-only licenses for product, CS, enablement, and leadership.
"A lot of folks in the RevOps community pointed me to Weflow. The demo was strong, the pricing was right — it was an easy decision."
[small]Erick Mahle, VP of Revenue Operations & Digital Transformation, Lendz — Customers Page[/small]
Weflow
Weflow, a Salesforce-native revenue AI platform, captures activity and conversation data bottom-up into Salesforce, then surfaces deal signals and forecasts from that enriched CRM data.
Clari
Clari rolls up existing CRM and engagement data top-down into a proprietary platform for forecast governance, pipeline inspection, and revenue leadership visibility.
Where Weflow wins
Activity capture that fills Salesforce automatically
Weflow captures activities and conversation insides and creates native Salesforce records without any rep involvement or behavior change.
- Auto-creates missing Contacts, sets Opportunity Contact Roles, and tracks email opens, all stored as native Task, EmailMessage, and Event objects
- Backfills up to 24 months of historical activity into Salesforce
- Centralized deployment via Microsoft Entra ID or Google Workspace; dynamic user enrollment with no per-rep OAuth
- 99% of interactions captured per customer reporting; Blacklane achieved 96% MEDDIC field population
- Data stays in Salesforce permanently
When this matters: Your board reporting, territory planning, and rep performance reviews all depend on complete activity data living in Salesforce, not in a vendor's proprietary store.
"Weflow's Activity Capture ticks all boxes for us: it's reliable, data is permanently stored in Salesforce, and it allows for standard reporting." — Nadja Ristig, VP Commercial Operations, IDnow — Customers Page
Conversation intelligence with 250+ methodology prompts
Weflow records, transcribes, and operationalizes every customer conversation directly into Salesforce fields based on your preferred templates
- Unlimited recordings and transcripts across Zoom, Teams, and Meet; 96+ language transcription with auto-detection
- 250+ pre-built methodology prompts (MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, Command of the Message) with fully customizable AI templates up to 2,000 characters
- AI field updates push extracted data to any standard or custom Salesforce field — methodology compliance becomes automatic, not a rep task
- Coaching scorecards with 1–5 ratings, unlimited topic/keyword trackers with historical retroactive crawl, shareable clips and playlists
"Neither [Clari nor Salesloft] closes the gap to Gong in conversation intelligence." — Forrester
When this matters: You need CI that writes structured data back into Salesforce fields for accurate forecasting, not just call recordings sitting in a separate tool.
Production-grade forecasting built on accurate CRM data
Three distinct forecast methodologies running on the enriched Salesforce data Weflow captures, not on a copy of it.
- Bottom-up submissions, dynamic-weighted roll-ups, and AI prediction factoring seasonality + historical opportunity snapshots
- Automated roll-ups across Salesforce role hierarchy or custom Weflow hierarchy; multiple independent forecast types (new logo, expansion, renewal) each with own cadence, rules, and roll-up logic
- Forecast accuracy tracking by rep and manager; quota management at org, team, and individual levels
"With Weflow, we forecast within 7% by week 4 of the quarter." — Tibor Stefán, Chief Revenue Officer, Zeotap — Customers Page
When this matters: You run a large rep org on Salesforce and need forecast accuracy built on complete activity and deal data.
9 AI agents that keep reps out of Salesforce data entry
Purpose-built AI agents handle the CRM work reps skip automatically, not through another UI they have to adopt.
- 9 agents: Notetaker, Field Updater, Email Composer, Coach, Deal Reviewer, Deal Predictor, Deal Monitor, Activity Mapper, Forecast Projector
- 50+ AI deal signals with 0–100 deal health scores, risk factors, and suggested actions
- Ask Weflow AI: conversational assistant querying CRM, activity, conversation, deal, pipeline, and forecast data that can processes up to 2,000 records and combines up to 10 pipeline views
- Spreadsheet-like inline and bulk editing across all Salesforce objects including custom objects; pipeline analytics with waterfall, pacing, coverage, and deals-at-risk views
"Hands down it has to be how much time it saves me spent updating Salesforce. As an AE I've usually got back to back meetings and calls all day, the few hours a week Weflow gives back to me is so valuable. No more wasting time toggling between Salesforce and other sheets to keep my pipeline organised and CRM up to date." — Sam F., Mid Market Account Executive — G2
When this matters: Rep adoption is your bottleneck and you need CRM accuracy to improve without adding more fields for sellers to fill out manually.
Enterprise forecast governance refined over a decade
Clari has 10+ years of production forecasting across the largest revenue orgs in the world.
- Multi-layer roll-ups across regions, segments, product lines, and overlay teams, battle-tested at Okta, Databricks, Fortinet, and Nutanix scale
- BirchStreet reports 8 consecutive quarters within 3–5% of forecast
- Gartner Magic Quadrant Leader for Revenue Action Orchestration
- Forrester TEI study claiming 398% ROI
When this matters: You have reps across multiple business units, regions, and overlay structures and need forecast governance that's been proven at that complexity for years.
Multi-CRM support beyond Salesforce
Clari supports Salesforce, HubSpot, and Microsoft Dynamics for some modules.
- Relevant for organizations running multiple CRMs across divisions or post-acquisition
- Weflow is Salesforce-only. If part of your org runs HubSpot or Dynamics, Clari can consolidate forecast data across them
When this matters: You operate multiple CRMs and need a single forecast roll-up across all of them.
Sales engagement and phone recording in-platform
The Clari-Salesloft merger brings sequencing, dialer, scheduling, and phone/VoIP recording under one vendor.
- Groove and Salesloft provide cadences, dialer, and scheduling alongside forecasting
- Phone/VoIP call recording via Groove covers teams where a significant share of conversations happen over phone rather than video
- Clari Copilot offers real-time cue cards and battle cards during live calls
When this matters: You want engagement sequencing, phone recording, and forecasting from a single vendor and your team runs a phone-heavy motion.
Choose based on your situation
| Your situation | Better fit | Why |
|---|---|---|
| Mid-market team (100–1,000 employees, 100+ reps) buying a first revenue intelligence platform on Salesforce | Weflow | Full platform at $79/user/month with no implementation fees; live in 1–3 weeks vs. 8–16 weeks. |
| Already running Clari for forecasting but CRM activity data is incomplete or unreliable | Weflow | Activity Capture ($19/user/month) writes to native Salesforce Task, Event, and EmailMessage objects that feed Clari's roll-ups, no rip-and-replace needed. |
| Clari contract coming up for renewal and evaluating alternatives | Weflow | Run a 14-day trial against your renewal quote; modular purchasing lets you phase the transition starting with Activity Capture or CI. |
| 5,000+ employees with multi-BU, multi-region overlay forecast hierarchies | Clari | A decade of refinement at Okta/Databricks scale; Weflow's hierarchy support is production-grade but less battle-tested at that complexity. |
| Running HubSpot or Dynamics alongside Salesforce and need a single forecast roll-up across CRMs | Clari | Weflow is Salesforce-only by design; Clari consolidates forecast data across Salesforce, HubSpot, and Dynamics. |
| European company or GDPR-sensitive org needing EU data residency | Weflow | Berlin HQ, Frankfurt data center, configurable consent flows with immediate deletion, zero AI data retention; Clari has no confirmed EU data residency. |
| Phone/VoIP-heavy sales motion where most conversations aren't on Zoom, Teams, or Meet | Clari | Groove provides phone recording today; Weflow covers video meetings only (Zoom Phone on roadmap). |
| Already using Gong for CI but need activity capture + forecasting on Salesforce | Weflow | Activity Capture + Deal Intelligence & Forecasting ($19 + $39/user/month) complements Gong without overlapping; data writes to native Salesforce objects. |
| Implementing MEDDIC/SPICED and need automated methodology enforcement in Salesforce | Weflow | 250+ methodology prompts auto-extract fields from calls into Salesforce. |
| Lean RevOps team (1–3 people) that can't absorb a multi-month implementation | Weflow | 30–45 min technical setup, centralized deployment, no professional services required; Clari typically needs $15K–$75K in PS. |
| Using Outreach or Salesloft for engagement and need CI + forecasting without replacing them | Weflow | Compatibility mode deduplicates with Outreach/Salesloft/Apollo; Clari's Salesloft merger may create future conflicts if you're on Outreach. |
What customers say
What Weflow users say
[str]Strength[/str]
"Using Weflow, we increased our win rate by 12% and see a forecast accuracy of 92%. Plus, we now can trust our Salesforce data." — Chris Mackinnon, VP Revenue Operations, Zeotap — Case Study
"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates, and pipeline health." — Mark Reich, CRO, Lawpilots — Customers Page
[lim]Limitations[/lim]
"There is a small lag when a new field is created on Salesforce, it doesn't instantly sync with WeFlow. But it hasn't been a massive issue and it's the only dislike I can think of." — Alisson C., Senior Account Executive (Mid-Market) — G2
[str]Strength[/str]
"What I like best about Clari is how it simplifies and centralizes our forecasting process. Before Clari, we were stuck using PowerPoint for forecasting. Now, everything is in one place, and senior leadership has powerful, real-time insights into forecasting and pipeline health." — Thomas C., RevOps Manager (Enterprise) — G2
[lim]Limitations[/lim]
"There are certain fields that need to be filled in through Salesforce, and I wish I could manage all of them directly within Clari. It would be much more convenient to have full control in one place and avoid having to switch back and forth." — Ahmed A., Senior Business Development Manager (Enterprise) — G2
Feature-by-feature breakdown
| Capability | Weflow | Clari |
|---|---|---|
| Activity Capture | ||
| Email sync to Salesforce | Leader Server-side background capture (Google Workspace / Microsoft 365) Emails → native Salesforce Task or EmailMessage No rep action required Data persists in Salesforce after uninstall |
Partial Activity sync via Clari Capture (Groove) Data stored in Clari's proprietary database with sync back to Salesforce |
| Calendar / meeting sync | Leader Meetings → native Salesforce Event objects AI summaries written to Event Description field Parent/child event structure preserved |
Partial Meeting capture available via Clari Capture |
| Contact auto-creation & Opportunity Contact Roles | Leader Auto-creates missing Contacts when external participants appear in emails/calendar invites Admin controls: restrict by account, participant count, domain Auto-sets Opportunity Contact Roles |
N/A No equivalent for automatic contact creation or OCR association |
| Mapping controls & historical backfill | Leader Maps across Accounts, Contacts, Leads, Opportunities, Cases, and custom objects Multiple email addresses per record Thread-level mapping persistence Manual override via Outlook Add-In / Chrome Extension (unlog/re-log) Historical backfill up to 24 months Email open tracking (last open date + open count) → native Salesforce fields |
Basic Activity data syncs to Clari's platform |
| Conversation Intelligence | ||
| Recording coverage | Leader Notetaker auto-joins scheduled Zoom, Teams, and Meet meetings Captures video, audio, and screen share Unlimited recordings, clips and playlists Mobile app for field voice recordings |
Strong Records Zoom, Teams, and Meet meetings via Clari Copilot Phone/VoIP recording via Groove integration Live in-call coaching with real-time cue cards and battle cards |
| Transcription & language support | Leader Speaker-identified transcription in 98 languages Automatic language detection Unlimited transcripts included |
Good Real-time transcription available Some G2 users report speaker misattribution |
| AI summaries & templates | Leader Admin-configured summary templates 250–350+ pre-built prompts covering MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, Command of the Message Custom prompts up to 2,000 characters Conditional application by deal stage and team Summaries → Salesforce Event Description |
Good AI summaries available and well-regarded by users |
| AI field updates from conversations | Leader Updates short text, long text, currency, number, date, date/time, URL, picklist, multi-select, percent, email, checkbox, geolocation, phone, and time fields on standard or custom objects (except lookup relationships) Manual review or fully automatic mode |
Partial Some CRM field update capability |
| Coaching & methodology enforcement | Strong Qualitative narrative feedback + structured 1–5 scorecards Pre-built prompts for MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, Command of the Message Conditional by deal stage |
Good Coaching features available in Copilot Live in-call cue cards and battle cards (real-time) Methodology configurability depth not specified |
| Clips, playlists & sharing | Leader Shareable clips, playlists, timestamped comments, emoji reactions, downloads Mobile-optimized shared recordings Unlimited free view-only licenses for cross-functional access |
Partial Recording sharing available Cross-meeting trend analysis limited per user reports |
| Pipeline & Forecasting | ||
| Pipeline editing & views | Strong Spreadsheet-style table and Kanban views Inline and bulk editing Real-time bi-directional Salesforce sync Works across all Salesforce objects including custom objects |
Strong Pipeline inspection with deal-level views One-screen deal editing Hierarchy views by location and manager Customizable views per persona Two-way Salesforce sync |
| Deal intelligence & signals | Leader 50+ AI deal signals 0–100 health scores with risk factors and suggested actions Admin-configurable warnings based on Salesforce fields, activity data, and Weflow signals (e.g., single-threaded deals, no next meeting, 14+ day inactivity) |
Strong AI-driven deal slippage alerts and risk flags Cross-functional pipeline visibility across regions |
| Pipeline analytics | Good Waterfall, pacing, pipeline coverage, deals at risk, team benchmarks, opportunity snapshots Pipeline velocity, sales cycle length, and win rate planned for Q2 2026 |
Leader Waterfall, pacing, coverage analytics with longer track record Proven at enterprise scale across multiple regions and segments Pipeline velocity and win rate analytics in production |
| Forecast engine & operations | Strong Bottom-up, dynamic-weighted, and AI prediction methods using historical opportunity snapshots and deal signals Works independently from Salesforce Forecasting Forecasts on any standard or custom field Multiple currencies Stores field changes without enabling Salesforce field history tracking Deal-by-deal submissions with tracked changes Automated roll-ups across Salesforce role hierarchy or custom Weflow hierarchy |
Leader ML-driven forecast predictions with 10+ years of enterprise refinement Multi-layer roll-up across regions, segments, product lines, and overlays Gartner MQ Leader for Revenue Action Orchestration Proven at Okta, Databricks, Fortinet, Nutanix scale BirchStreet reports 8 consecutive quarters within 3–5% of forecast Deal-level forecast workflows |
| Integration & Platform | ||
| Salesforce governance & sync | Leader Real-time bi-directional API sync Respects validation rules, field dependencies, permissions, role hierarchy, and API limits Auto-detects schema with no field mapping required |
Good Two-way Salesforce sync G2 users report mandatory Salesforce field dependencies and all fields needing to originate in Salesforce Formula fields cannot be handled directly within Clari |
| Data model & vendor lock-in | Leader Managed package adds 1 custom object and 3 custom fields All data stored as native Salesforce objects Data persists if customer leaves Weflow |
Partial Data stored in Clari's proprietary database with Salesforce sync Limited export capabilities reported RevOps teams report maintaining validation rules across both Salesforce and Clari instances |
| Security & compliance | Leader SOC 2 Type II HIPAA with BAA GDPR CCPA Frankfurt data residency for EU SSO/SAML with Okta Automated provisioning Encryption at rest and in transit Zero AI data retention Configurable consent flows with immediate deletion on opt-out Germany-headquartered |
Good SOC 2 Type II certified US-headquartered (Sunnyvale, CA) |
| CRM support & deployment | Good Salesforce only (all editions with API access) Centralized deployment via Microsoft Entra ID or Google Workspace — no per-rep OAuth Technical setup: 30–45 minutes 1–3 weeks to full time-to-value |
Strong Salesforce primary; also supports HubSpot and Microsoft Dynamics for some modules |
Frequently asked questions
Can I run Weflow alongside Clari instead of replacing it?
Yes, Weflow sells standalone modules, so you can add Activity Capture ($19/user/month) or CI ($39/user/month) without touching your Clari forecasting setup. Redwood Software's evaluation specifically planned to keep Clari for forecasting while adding Weflow for activity capture and conversation intelligence. No rip-and-replace required.
Does Weflow's forecasting conflict with Salesforce Forecasting?
No. Weflow forecasting runs independently. It can forecast on any standard or custom Salesforce field and stores forecast-related field changes automatically without requiring Salesforce field-history tracking enabled. You can run both Weflow and Salesforce Forecasting simultaneously without conflict or data overlap.
How does the Clari-Salesloft merger affect my evaluation?
The merger entered beta integration in early 2026, but post-merger packaging, pricing tiers, and support structure remain unconfirmed. Forrester noted that "integrating these two overlapping platforms would appear to be potentially a lengthy, iterative process." If you're signing a two- to three-year Clari contract, factor in that the product roadmap and pricing may shift materially during that term.
Weflow doesn't record phone calls; how big a gap is that?
Weflow CI covers Zoom, Microsoft Teams, and Google Meet but not phone or VoIP today; Zoom Phone is on the roadmap. If the majority of your customer conversations happen over video — common in mid-market SaaS — this gap is minimal. If your team runs a phone-heavy outbound motion, Clari's Groove integration covers phone recording today and is the better fit for that use case.
Clari has live in-call coaching; doesn't that matter for ramping reps?
It can. Clari Copilot offers real-time cue cards and battle cards during live calls; Weflow's coaching is post-call only — AI scorecards, 250+ methodology prompts, 1–5 ratings, and qualitative feedback. The tradeoff: Weflow builds structured coaching workflows that track rep development over time, while live cue cards address the moment but don't create a systematic improvement loop.
What happens to my data if I cancel Weflow?
All activity, conversation summary, and deal data Weflow writes lives as native Salesforce objects — Task, EmailMessage, Event, and custom objects. It stays in your Salesforce org permanently after cancellation with no export step required.
How does Weflow handle recording consent for GDPR compliance?
Weflow offers configurable consent flows: pre-meeting email notifications with opt-in/opt-out, and in-call chat removal that triggers immediate permanent deletion of the recording. AI providers retain zero Weflow data. A Frankfurt data center is available for EU customers needing data residency.
Does Weflow offer view only seats?
Weflow's CI and full-platform tiers include unlimited free view-only licenses. Product, CS, enablement, and leadership can access recordings, AI summaries, pipeline views, and analytics at no additional per-seat cost. This is useful when you need cross-functional visibility without inflating your license spend.
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