Weflow Reviews & Product Details

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.