Deal reviews

Assess deal health with AI insights and clean CRM data

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

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Trusted by CROs & RevOps in B2B SaaS companies
The Problem

Without visibility,
your deal reviews are ineffective.

Relying on gut feeling
No visibility into deal health
Losing winnable deals
The Solution
Deal reviews

Get clean CRM data 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 for full visibility into deal health

Stop relying on relying on 1-1s and hearsay. Weflow gives you a clear view of what’s happening in every deal. Instantly identify which deals are on track and which need attention.

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Deal reviews

Use warnings to surface and act on deal risks early on

Deal is single threaded? No next meeting scheduled?

Use built-in or custom warnings to flag at-risk deals. Weflow reviews all customer interactions to surface gaps.

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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 review features at a glance

Automate Salesforce data entry

Get reliable CRM data by with Salesforce activity tracking and automated field updates.

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 warnings

No next meeting scheduled, deal inactive for 14 days? Configure warnings to surface risks.

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