Deal execution

Spend time on moving deals forward, not on updating your CRM

Auto-update Salesforce from customer emails and meetings. Get 50+ AI insights for true visibility into deals and customer interactions.

Trusted by CROs & RevOps in B2B SaaS companies
The Problem

If you lack deal visibility,
you waste time on the wrong deals.

Working on unqualified deals
Losing winnable deals
Unreliable forecast calls
The Solution
Deal execution

Get more selling time with automated Salesforce updates

Improve sales productivity and CRM data quality by auto-capturing emails, meetings, and contact data. Update Salesforce post-meeting with one click.

Integrates with:

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Deal execution

Get 50+ AI insights to move deals forward proactively

Weflow gives you a clear view of what’s happening at every point in every deal. Instantly identify which deals are on track and which need attention.

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Deal execution

Use warnings to surface and act on deal risks early on

Use built-in and custom warnings to flag at-risk deals. Weflow reviews all customer interactions, spots potential gaps, and provides clear guidance to prevent losing the deal.

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    Deal execution

    Drive process compliance with smart workflows and templates

    Are deals meeting your sales methodology criteria? Are reps adhering to stage entry and exit criteria? Ensure process rigor with custom templates and email alerts.

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    Deal execution

    Submit and review forecast calls with confidence

    Say goodbye to guesswork and tool-hopping. Reps and managers use Weflow to make data-driven forecast calls and deliver accurate forecasts. Quarter after quarter.

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    Customers

    What B2B revenue teams say

    RevOps
    Chris MacKinnon
    VP Revenue Operations
    “With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
    Executive
    Andreas Bodczek
    CEO @ IDnow
    "Weflow gives us better visibility and predictability of our business."
    Sales leader
    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.”
    Features

    Deal execution features at a glance

    Auto-capture activities

    Auto-capture emails, meetings, and contact data from Google Workspace or Microsoft 365.

    Auto-update Salesforce fields

    Configure templates to extract & auto-update Salesforce fields post-meeting with one click.

    Customizable views

    Slice and dice your pipeline with custom filters and deal signals for perfect overviews.

    Deal signals

    Use 50+ deal signals to track deal health. Configure alerts so reps and managers can act.

    Deal insights

    Automatically track deal metrics, velocity, and buyer roles in one view.

    Deal sidebar

    Deal insights, activities, and more. One click to get perfect deal visibility with Weflow's sidebar.

    Configurable deal alerts

    Configure alerts based on any field or signal so reps and managers can take action.

    Deal health score

    Auto-calculate health scores from 0 to 100 for each deal. See potential risks early on.

    Field change indicators

    Simply hover over amount, close date, and many other fields to see how they changed.

    Integration

    Plug-and-play Salesforce integration to
    get started in minutes, not weeks

    Real-time, two-way Salesforce integration (SSO)
    Respects your custom Salesforce logic out-of-the-box
    Maps your Salesforce fields automatically
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    Use Cases

    Covering every aspect of your revenue process

    Capture

    Activity Capture

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

    Conversation Intelligence

    Record and summarize meetings to auto-update Salesforce.
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    Capture

    Salesforce data capture

    Automatically turn customer interactions into Salesforce updates.
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    Convert

    Deal execution

    Automate repetitive tasks and drive deals forward proactively.
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    Convert

    Deal reviews

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

    Pipeline inspection

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

    Forecast roll-ups

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

    Forecast predictions

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

    Reporting & Analytics

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