Weflow Reviews & Product Details

As a Sales Director, Weflow has helped me forecast more reliably while saving a significant amount of time. Besides that, in enabled me to always have an overview over the pipeline without having to deal with Salesforce’s displeasing interface. WeFlow also adds a number of useful views that help me better identify risks early on. Overall, it has saved me a tremendous amount of time in updating forecasts and tracking changes through their google extension and the two-way integration with Salesforce. Review collected by and hosted on G2.com.

SO far my experience with Weflow has been an exercise in satisfaction. I can't think of any "must-have" items that it is missing today. Review collected by and hosted on G2.com.

We use we flow to primary remove the friction of updating opps in salesforce CRM on a manual basis, having an easy access tool always on to keep things up to date improve time to insights, so we can take faster and more informed decisions, also their visualisation capabilities are very good to have both easy and deep understanding of pipe management. Review collected by and hosted on G2.com.

The team it's extremley helpful on getting feedback and improving if there are things Review collected by and hosted on G2.com.

As a founder, I found that WeFlow combines the best of Sales enablement, management tools and forecasting in one tool, which helped our sales / revenue team connect way better. The Sales reps update contact/ deal data much more now as it goes seamless and quick for them, which means that data hygiene improved tremendously.

This makes it easier for revenue to have an overview over the pipeline, be aware where opportunities and risks lie and make way more accurate forecasts, also directly through the forecasting in WeFlow. All in all, streamlines a seamless workflow from A-Z for Revenue and Sales. Great UX and UI, especially in comparison to salesforce. Review collected by and hosted on G2.com.

Our sales reps would like to see an embedded dialing feature in the extension. Review collected by and hosted on G2.com.

It's really easy to use, and has considerably reduced my admin time. We use Salesforce internally, and updating opportunities, forecasts and accounts always takes ages, you don't always have edit rights on lists, and it's frankly unintuitive! We implemented WeFlow and integrated it with SF and I can now update all my opps interactively, instantly, and have a really clean view of all of my opps. Review collected by and hosted on G2.com.

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 ... Review collected by and hosted on G2.com.

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.

I also appreciate the simplicity of the UI - its just brilliant and love the ease at which I can view and fly through any required updates. Super easy to connect an get started with. I understood and took to it in minutes. Overall it just helps me operate with much more focus and efficiency - to the point where I now actually enjoy updating my pipeline. I hardly use Salesforce directly at all nowadays. Review collected by and hosted on G2.com.

Honestly there's not much, but if I had to stretch to find something, I wish the mobile app worked a bit snappier. But that's really nitpicking - it still gets the job done from anywhere. And I know they're constantly improving based on user feedback, so it's bound to get even better. Review collected by and hosted on G2.com.

It simplifies my life TREMENDOUSLY!

With ease, weflow facilitates quick drops of important data into Salesforce from the many apps and web pages that we navigate through during our workday.

In my daily practice I can easily create new contacts, tasks and opportunities, as well as update records - all without leaving the app or website I am focused on. Review collected by and hosted on G2.com.

I have not found a flaw in this product as of this moment.

I'll keep you posted! Review collected by and hosted on G2.com.

This software is very easy to use and has greatly reduced the time I spend on administrative tasks. Internally, we use Salesforce, but updating opportunities, forecasts, and accounts is often time-consuming, in addition to problems with write access and a lack of intuitiveness. We decided to use WeFlow and connect it with Salesforce. We also use it every day to automate the task creation based on activities sent from Gmail.

We also receive some explanation on 'How to use' from the Customer support. Review collected by and hosted on G2.com.

At this time there is nothing that I dislike for the available functionalities. Review collected by and hosted on G2.com.

WeFlow is an exceptional workflow companion that has significantly streamlined my daily tasks and boosted my productivity. From its intuitive interface to its powerful features, WeFlow has quickly become an essential tool in my digital arsenal.

One of the standout features of WeFlow is its effortless task management. The platform's clean and user-friendly design allows for easy task creation, organization, and tracking. I particularly appreciate the ability to categorize tasks, set due dates, and prioritize them. This has transformed the way I approach my workload, enabling me to stay on top of assignments without feeling overwhelmed.

Collaboration is a breeze with WeFlow. The seamless sharing and collaboration tools have simplified group projects and improved team efficiency. Real-time updates ensure everyone is on the same page, and the integration of comments and annotations makes feedback exchanges efficient and clear.

WeFlow's integration capabilities are truly remarkable. The platform effortlessly syncs with various applications I use daily, such as calendar tools, note-taking apps, and cloud storage services. This integration has saved me valuable time by centralizing all my information in one place, eliminating the need to switch between different platforms.

The customization options in WeFlow cater to individual preferences and working styles. Whether you prefer a minimalist layout or need an array of color-coded labels, WeFlow provides the flexibility to tailor the interface to your liking. This adaptability enhances the user experience and adds a personal touch to your workflow.

Moreover, WeFlow's robust analytics feature offers valuable insights into your productivity patterns. Tracking your progress, identifying bottlenecks, and recognizing your peak performance times have never been easier. These insights empower you to fine-tune your workflow and optimize your efficiency over time.

In conclusion, WeFlow is a game-changer for anyone seeking a polished, efficient, and versatile workflow companion. Its user-friendly design, collaborative prowess, seamless integrations, customization options, and insightful analytics combine to create a truly indispensable tool. WeFlow has not only enhanced my productivity but has also transformed how I approach my daily tasks. I wholeheartedly recommend WeFlow to professionals and individuals alike. Review collected by and hosted on G2.com.

While WeFlow offers an impressive array of features and benefits, there are a few areas that some users might find less appealing or could potentially be improved upon:

Learning Curve: For users who are new to task management and workflow tools, WeFlow's initial learning curve might feel a bit steep. The abundance of features and customization options could be overwhelming at first, leading to some confusion and requiring time to become fully accustomed to the platform.

Mobile App Experience: While WeFlow's web interface is robust and well-designed, the mobile app experience might be less polished in comparison. Some users have reported occasional glitches, slower performance, or a slightly less intuitive user interface on mobile devices.

Pricing Structure: WeFlow offers different pricing tiers with varying features, which is common among similar software. However, some users might find the pricing slightly higher compared to competing tools, especially if they require advanced features that are only available in higher-priced plans.

Limited Offline Access: WeFlow's dependency on an internet connection could be a drawback for users who need to access their tasks and workflows while offline. A more robust offline mode or synchronization functionality could be beneficial for those working in environments with intermittent internet connectivity.

Integration Depth: While WeFlow boasts integrations with several popular apps and services, some users might find that certain integrations lack depth or customization options. Improving the depth and flexibility of integrations could make the platform even more versatile for a broader range of users.

Customer Support: While WeFlow offers customer support, some users have reported mixed experiences with response times and issue resolution. Enhancing the responsiveness and effectiveness of customer support could lead to a more positive overall user experience. Review collected by and hosted on G2.com.

I am impressed by the great usability and speed at which Salesforce lists can be updated & edited. There is everything I need from Salesforce without the hassle of building cumbersome reports or dashboards. Review collected by and hosted on G2.com.

There is still some areas within Salesforce that provide a better overview - like stages in opportunities or for lead management that could be visualised better. Review collected by and hosted on G2.com.

The interface is so easy to use. I save so much time using Weflow rather than Salesforce directly. Review collected by and hosted on G2.com.

Some very minor workflow tweaks I would like to see. I've shared the feedback and the team has been incredibly responsive in responding and fixing. Review collected by and hosted on G2.com.