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Weflow Reviews & Product Details

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This profile is currently managed by Weflow but has limited features.

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Pricing

Pricing provided by Weflow.

Activity Capture

$19.00
1 User Per Month

Conversation Intelligence

$39.00
1 User Per Month

Weflow Media

Weflow Demo - Gain pipeline visibility like never before
Missing data, close dates pushed, amounts changing? It’s difficult to manage your pipeline well if you don’t see changes and lack accurate data in your CRM. Weflow improves pipeline data hygiene, run effective reviews, and analyze pipeline changes to drive revenue execution. All synced with Sa...
Weflow Demo - Gain pipeline visibility like never before
Missing data, close dates pushed, amounts changing? It’s difficult to manage your pipeline well if you don’t see changes and lack accurate data in your CRM. Weflow improves pipeline data hygiene, run effective reviews, and analyze pipeline changes to drive revenue execution. All synced with Sa...
Weflow Demo - Improve your forecast accuracy
Amounts changing, close dates pushed, new opportunities added, or even forecasting in spreadsheets? It’s difficult to forecast well if you don’t see pipeline changes and lack accurate data in your CRM. Revenue teams use Weflow to submit, review, override, and track changes to their forecasts. ...
Weflow Demo - Improve your forecast accuracy
Amounts changing, close dates pushed, new opportunities added, or even forecasting in spreadsheets? It’s difficult to forecast well if you don’t see pipeline changes and lack accurate data in your CRM. Revenue teams use Weflow to submit, review, override, and track changes to their forecasts. ...
Weflow Demo - Guide your team to Salesforce hygiene
Weflow provides automations, activity tracking, and templates to drive process compliance and improve data hygiene. Automate activity tracking, email logging, and alert reps to improve pipeline hygiene. Use templates to operationalize sales methodologies, focus reps and managers on key fiel...
Weflow Demo - Get deals at risk back on track
With confidence in your activity data & Weflow’s deal signals, you can quickly identify revenue drivers, opportunities for coaching and deals at risk. Use deal signals, warnings, and insights to manage, inspect, and close deals.
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Weflow Reviews (90)

Reviews

Weflow Reviews (90)

4.7
90 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise Weflow for its ease of use and time-saving capabilities, allowing sales teams to update Salesforce efficiently without the usual hassle. The intuitive interface and seamless integration with Salesforce enhance productivity, making it easier to manage pipelines and tasks. However, some users note that the layout could be improved for better navigation.

Pros & Cons

Generated from real user reviews
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Colm J.
CJ
Account Executive II
Mid-Market (51-1000 emp.)
"Personalised and productive"
What do you like best about Weflow?

It helps me manage my pipeline way more efficiently and is super easy to personalize to how I manage my daily tasks. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

The Salesforce integration distorts the font size a bit within Salesforce Review collected by and hosted on G2.com.

Response from Janis Zech of Weflow

Thanks for your great feedback, Colm. 🙏

Less time spent on pipeline admin = more time spent on pipeline gen & conversion. That's what we're here for!

Moreover, we'll shortly look into the font size issue you encountered. If there's anything else we can help with, let us know at hello@getweflow.com

Thanks again!

Maximilian D.
MD
Managing Director
Small-Business (50 or fewer emp.)
"Elevates sales process compliance"
What do you like best about Weflow?

The notepad makes it super easy for reps to follow our sales processes. We set up a bunch of note templates with embedded Salesforce fields. By making note-taking a breeze, Weflow ensures that valuable meeting notes do not only end up in our CRM (as opposed to OneNote, Evernote, etc.) but also that opportunity fields get updated at the same time. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

Zero gripes so far as it meets expectations and they're constantly evolving (you can literally observe improvements every week). Review collected by and hosted on G2.com.

Joshua E.
JE
Account Executive
Enterprise (> 1000 emp.)
"The tool every AE needs"
What do you like best about Weflow?

I've found Weflow to be an extremely powerful tool for managing my daily workflows as an AE. The ability to sync data between Salesforce and Google Calendar is very useful. Tasks are another great feature that allows me to manage follow-ups effectively. Their customer success team is fantastic and they're always willing to help out with any questions that arise. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

Nothing in particular. As a new user, there were initially a number of unknowns for me, which were resolved by their self-onboarding flow and CS team. Review collected by and hosted on G2.com.

⚡️Garrett F.
⚡F
Founding Member
Mid-Market (51-1000 emp.)
"Consolidate + Get More Done"
What do you like best about Weflow?

The notepad! It's pretty powerful given the possibility to embed Salesforce fields and the manifold formatting options. I created a bunch of note templates (e.g., for discovery calls) with an agenda and a checklist with questions to ask. By linking the note to my opportunities, I can automatically create meeting activities in Salesforce. Super useful. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

All good so far. Though the Chrome Extension is pretty versatile, I'd love to see where else Weflow could be integrated. Review collected by and hosted on G2.com.

Nathaly R.
NR
Co-Founder
Small-Business (50 or fewer emp.)
"Great user friendly tool for Salesforce"
What do you like best about Weflow?

It's very user-friendly and makes it easier to keep Salesforce updated. Saves time jumping from one window to another and helps you organize tasks with filters. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

I lack a way to connect my emails and calls to the platform, as then I'd save more time between different windows. Review collected by and hosted on G2.com.

Response from Janis Zech of Weflow

Hey Nathaly,

Thank you for taking the time to review Weflow. We love your feedback 😎

You can connect your Google Workspace or Microsoft Outlook account to Weflow via the settings. Simply click on your Avatar -> Settings -> Email to authenticate with your preferred email provider. Weflow will then automatically log your emails.

If you have questions about the setup, let us know at hello@getweflow.com. We can set up a short 15-minute onboarding session there as well.

Thanks again 👋

Verified User in Industrial Automation
UI
Small-Business (50 or fewer emp.)
"Great tool for streamlining certain processes for Salesforce"
What do you like best about Weflow?

weflow allows for a simplified view of things you care about in Salesforce. I like the quick access that WeFlow brings to your pipeline, tasks, and opportunities. The ability to make rapid changes has made daily tasks and follow-up so much more fluid. I tend to get distracted by the vast amounts of information that SalesForce offers and need to de-clutter, in a sense, and weflow facilitates that. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

I don't like that I can't change my theme to a dark mode view. It also changes your chrome 'new tab' page to Weflow and there seems to be no intuitive/simple way to return it to the default view. Outside of this, weflow has been a great tool. Review collected by and hosted on G2.com.

Response from Janis Zech of Weflow

Hi there! Thank you so much for taking the time to review Weflow. We are super stoked to hear that Weflow helps you with updating Salesforce and staying on top of tasks and follow-ups 🙌

While we don't have a dark mode (yet), you can de-activate the 'new tab' takeover via the user settings. Simply click on your Avatar -> Settings -> Chrome Extension and then switch off the tab takeover feature. It's just one click.

Again, thank you so much for the review. If you run into any issues, send us an email at hello@getweflow.com or visit our support desk at help.getweflow.com 😎

Verified User in Computer Software
UC
Mid-Market (51-1000 emp.)
"What reps dream of"
What do you like best about Weflow?

Being able to quickly get the admin work off my shoulders is such a relief. From the spreadsheet-like pipeline, over the notepad with templates and embedded Salesforce fields to the Chrome Extension and the ability to lookup or update records from anywhere in no time - that's huge. Apart from plain efficiency gains, the relatively new 'Weflow fields' provide helpful insights into my pipeline so I know more precisely where and when to act.

Apart from the tool itself, I can also highly speak of their CS team. Real advocates who not only quickly respond to questions and feedback but suggest better ways to make use of your setup. Make sure to reach out to them. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

I can't really point something out I dislike. I'm still exploring Weflow and believe that there are new ways to integrate Weflow into my workflows. Review collected by and hosted on G2.com.

Verified User in Consumer Services
UC
Mid-Market (51-1000 emp.)
"Ensures data quality & keeps our CRM organized"
What do you like best about Weflow?

I am really excited about Weflow and using it as part of my daily workflow. It helped me big time in saving time that I would otherwise waste in Salesforce. Keeping track of tasks or logging notes with their notepad (with integrated Salesforce fields) is a dream. Their pipeline views provide transparency on where accounts are in their journey and tremendously eased handoffs with fewer errors on our side as the data has become more accurate.

Big shoutout to the Weflow team - I love where the product is going. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

I like everything so far. One smaller ask would regard the Chrome Extension - would love to keep my own 'new tab' background but that's just a minor wish. Review collected by and hosted on G2.com.

Yoni N.
YN
Senior Account Executive
Mid-Market (51-1000 emp.)
"Owning the Pipeline with Weflow!"
What do you like best about Weflow?

Weflow makes it super lightweight to update all our deal-related information in Salesforce, giving reps more selling time and keeping leadership on top of the pipeline. No need for us to drown in Salesforce but everyone is able to customize Weflow views that suit their workflows perfectly. Also, the Chrome Extension allows an augmented experience as it integrates into places where we spend our workdays (Chrome, Gmail, Gcal). Highly recommend! Review collected by and hosted on G2.com.

What do you dislike about Weflow?

There is not much to dislike about Weflow. Though it's super easy to use it would be great to have some guidance for best practices to get the perfect setup. However, I found their customer success team to be really helpful in making the most of Weflow. Review collected by and hosted on G2.com.

Francisco M.
FM
Senior Enterprise Account Executive
Mid-Market (51-1000 emp.)
"Updating salesforce should be easy. Not the worst part of a sales person. Weflow helps with that"
What do you like best about Weflow?

Ease of use. You can simply update salesforce directly in your browser. No need to look for opportunities, countless fields etc. Update in real time just like if it was a dynamic google sheet in your browser Review collected by and hosted on G2.com.

What do you dislike about Weflow?

Would like to develp further capabilities f¡to improve my performance / productivity e.g email tracking would be ideal Review collected by and hosted on G2.com.

Response from Janis Zech of Weflow

Hey Francisco, 👋

Lovely feedback, thank you!

Updating Salesforce more efficiently, creating reports in seconds, managing your pipeline - all use cases that we're happy to help with.

Regarding email tracking: you can use Weflow to log emails from Outlook or Gmail!

It's super easy to set up and should allow you to save even more time (and make your manager happy).

Please have a look at our help articles for...

Gmail 👇

https://help.getweflow.com/support/solutions/folders/103000080503

Outlook 👇

https://help.getweflow.com/support/solutions/folders/103000080504

If you have any questions or need any help with setting this up, let us know via hello@getweflow.com 🙂

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Pricing Options

Pricing provided by Weflow.

Activity Capture

$19.00
1 User Per Month

Conversation Intelligence

$39.00
1 User Per Month

Deal Intelligence & Forecasting

$39.00
1 User Per Month
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Weflow Features
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Commission Calculator
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