--- title: Weflow Reviews meta_title: 'Weflow Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 121 reviews by the users' company size, role or industry to find out how Weflow works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 121 scale: '5' date_modified: '2026-07-09' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # Weflow Reviews **Vendor:** Weflow **Category:** [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 121 ## About Weflow Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Capture ($19/user/month (billed annually) - Conversation Intelligence ($39/user/month (billed annually) - Deal Intelligence & Forecasting ($39/user/month (billed annually) Pick single modules from above or bundles to save: - Revenue AI Foundation : Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team. - Revenue AI Business: Everything in Foundation, plus full deal and account intelligence. AI-powered scoring, summaries, and pipeline visibility, built in. - Revenue AI Enterprise: Everything in Business, plus AI-powered forecasting. Predict revenue, analyze pipeline, and run forecasts across your org. Transparent pricing, no platform fees. Premium support included. Learn more at: weflow.ai ## Weflow Pros & Cons **What users like:** - Users value the **80% more data accuracy** provided by Weflow, enhancing pipeline management and forecasting discussions. (1 reviews) - Users value the **data accuracy** of Weflow, enhancing communication and efficiency in revenue operations. (1 reviews) - Users commend the **excellent customer support** of Weflow, enhancing their experience and ensuring efficient data management. (1 reviews) - Users value Weflow for its **80% increased data accuracy** , enhancing communication between revenue leadership and sales reps. (1 reviews) - Users praise the **ease of use** of Weflow, facilitating smoother data entry and improving CRM interaction. (1 reviews) - Forecasting (1 reviews) - Forecasting Ease (1 reviews) - Integrations (1 reviews) - Pipeline Management (1 reviews) - Salesforce Integration (1 reviews) **What users dislike:** - Users find Salesforce Integration to feel like just another **widget on Salesforce** , adding complexity without significant benefit. (1 reviews) ## Weflow Reviews ### 1. The best chrome extension for Salesforce I've ever seen! **Rating:** 5.0/5.0 stars **Reviewed by:** Niklas T. | KAM, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Weflow?** The ability to edit Salesforce accounts, contacts, and leads directly from the browser view not only saves a lot of time by eliminating the need to access Salesforce separately, but the various reports, dashboards, and views are why I love using Weflow. I have all the information I need about my accounts and leads at any time, and it's much more transparent than in Salesforce itself. **What do you dislike about Weflow?** There is actually nothing I don't like. In the beginning, it took me some time to get used to the new view and the different way of working. However, when I did, after a very short period of time, I haven't found any aspects that I don't like. **What problems is Weflow solving and how is that benefiting you?** Working with Weflow saves me from having to access Salesforce directly, which always took a long time due to the large amount of data in Salesforce. Furthermore, I can process several different accounts, opportunities and leads very quickly without being interrupted by loading times. The resulting time savings have already had a significant positive impact on my workload in the first week. **Official Response from Janis Zech:** > Hey Niklas, Appreciate your kind words and feedback. Cool to see that you got so much out of Weflow in such a short amount of time. Layering reports on top of fast Salesforce updates is certainly a great step to ace your pipeline. ๐ŸŒŸ ### 2. Seamless Sales Workflow Management with WeFlow **Rating:** 4.0/5.0 stars **Reviewed by:** Dave M. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Weflow?** I recently had the pleasure of using WeFlow, a comprehensive workflow management tool, and I must say, it has revolutionised the way I get work done. With its intuitive interface and powerful features, WeFlow has become an essential part of my daily operations. **What do you dislike about Weflow?** Not much to dislike, I feel like it has taken the best bits from tools like dooly, peopleAI, scratchpad etc and made them all better and all in one on place in weflow **What problems is Weflow solving and how is that benefiting you?** It is saving me a lot of time doing meticulous sales admin - giving me make a ton of time to do the important pipeline generation that needs to be done in my role **Official Response from Janis Zech:** > Hey Dave, Great feedback - thank you! ๐Ÿ™ We hope to make your day-to-day work even easier and save you even more time as we build new, cool features. Stay tuned! ### 3. The best UX experience with the power of Salesforce! **Rating:** 4.5/5.0 stars **Reviewed by:** Andrea M. | SMB Restaurant Support Associate, Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Weflow?** As an account manager, I've found that Weflow's Salesforce command centre has been a game changer for me. What I like best is how easy it is to look at my contacts and manage my follow-ups. Before using Weflow, I was constantly clicking around Salesforce, trying to find the information I needed. It was time-consuming and often frustrating. But with Weflow, everything is laid out clearly and concisely, making it easy to stay on top of my accounts. One example that comes to mind is when I had a call scheduled with a key account, but I had forgotten to prepare for it. With Weflow, I quickly reviewed my notes and past interactions with the account, as Weflow has a better overview layout, so I felt more prepared for the call. Everything went so smoothly and I felt more confident in my ability to manage the account. Overall, I highly recommend Weflow to anyone who needs to manage their Salesforce pipeline, notes, and tasks. It's made my job as an account manager much easier and less cluttered. **What do you dislike about Weflow?** While I generally find Weflow to be a very useful tool for managing my Salesforce tasks, notes, and pipeline, there are a few things that I think could be improved. For example, I have noticed that some of the features can be a bit buggy at times, which can be frustrating when I am trying to get work done quickly. Additionally, while the task manager is helpful, I sometimes wish there were more batch edit features so that I could update multiple tasks at once. One other feature that I would really appreciate is one-click telephony out of the box. As an account manager, I often need to call my contacts, and having a built-in telephony feature would be incredibly convenient. At the moment, I have to juggle around between Weflow and Salesforce to make calls, which can slow me down. **What problems is Weflow solving and how is that benefiting you?** As an account manager, one of my biggest challenges is keeping track of all my contacts and managing follow-ups efficiently. Weflow has been a game changer in solving this problem for me. With its powerful command center, I can easily view my pipeline, create notes, manage tasks, and add new records - all synced with Salesforce in real time. The time-saving benefits of using Weflow are immense. I no longer have to spend hours updating Salesforce manually. Instead, I can easily log emails from Google Workspace/Gmail to Salesforce, use templates to qualify deals, structure meetings, and streamline data capture. Plus, with the ability to make Salesforce updates while writing notes, I can focus on my work without having to switch back and forth between different applications. Overall, Weflow's ability to simplify Salesforce management has significantly benefited me as an account manager. It allows me to be more productive, efficient, and, ultimately, more successful in my role. **Official Response from Janis Zech:** > Hey Andrea, Thank you so much for taking the time to review Weflow. I wanted to let you know that we just added click-to-call. You can access it via the panel (it's an icon with a telephone). Weflow will automatically scan for phone numbers and use your browser (or any extension you may have configured) to initiate the call. As for the buggy features, I would love to hear more about this. If you don't mind, we can set up a time for a quick debugging session via hello@getweflow.com. Thank you for using Weflow! ๐Ÿ™Œ ### 4. Get sales reps to love you, again! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Weflow?** As a Revops leader it helps me create stronger bridges between the revenue leadership and sales reps; by removing the friction of getting right data and activity into the CRM. Salesforce, thats lost its charm of being agile and friendly when it comes to interface, weflow come-in with 80% more data accuracy to drive better conversations around pipeline management and forecasting. **What do you dislike about Weflow?** That it's still another widget on salesforce. **What problems is Weflow solving and how is that benefiting you?** Weflow is helping drive accuracy towards pipeline management, data driven -coaching and driving comfort on forecasting conversations that we are not running on sandy surface but solid ground. **Official Response from Janis Zech:** > We're happy you could improve the connection between the sales reps and revenue leadership, and at the same time increase data accuracy by 80% ๐Ÿ˜Ž Stay tuned for more to come! ### 5. Great tool to simplify Salesforce and keep it updated! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2023 **What do you like best about Weflow?** The interface and setup is very intuitive and therefore user friendly. Adoption is across teams very good and errors went down. Since we used it there were little to no complains. **What do you dislike about Weflow?** Very honest there is not much that is useless or at least I didn't come across. Some of the filters are repetitive and could be automated more but that is only a very little 'complain'. **What problems is Weflow solving and how is that benefiting you?** It simplifies the workflows in Salesforce that are quite heavy and therefore the data is not always accurate. It helps us to focus on the GTM functions of Salesforce and therefore increases the sales performance overview. ### 6. My favourite pipeline management tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua E. | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2023 **What do you like best about Weflow?** - Cleanest UX/UI (I've tried most of the other tools out there before finding Weflow) - Google Calendar Integration - Ability to forecast (without the pain of clicking around in Salesforce) - Inline editing makes managing a book of business so much easier - Custom views/panels on Accounts/Opportunities increase efficiency **What do you dislike about Weflow?** - No downsides to using Weflow so far (The Weflow team are proactive in seeking feedback which is awesome) **What problems is Weflow solving and how is that benefiting you?** Mainly, I no longer lose hours on Salesforce admin each week. Weflow increases efficiency across all sales cycle stages, from cleaning my book of business to note-taking throughout the process and speeding up forecasting. **Official Response from Janis Zech:** > Hey Joshua, Thanks for sharing your experience. โœจ We're stoked to see how Weflow increases efficiency and eases forecasting for you. There's still so much more to come that allows you to protect your selling time and ace your pipeline. Stay tuned! ### 7. Great tool to focus on the important things! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2023 **What do you like best about Weflow?** The ability to customize the interface as you like and to highlight the content that is really important. Also the seamless integration of Salesforce. **What do you dislike about Weflow?** There's not really something I don't like. **What problems is Weflow solving and how is that benefiting you?** Great user interface which makes it easy to have a clear overview about the key components. **Official Response from Janis Zech:** > Thanks for your review! Happy to gear that you are enjoying the interface and the seamless integration. Best, Janis ### 8. Outstanding customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Weflow?** Great customer support, the team is always available to hear feedback, make changes/improvements to the platform and help out identifying best use cases. Intuitive platform overall! **What do you dislike about Weflow?** Still need to figure out how to best leverage the analitycs/forecasting elements on weflow and how to manage reps that work across regions and have split targets. **What problems is Weflow solving and how is that benefiting you?** Very easy view of pipeline and easy platform to run pipeline reviews with my team. It is saving me a ton of time and adding clarity compared to using salesforce. ### 9. Weflow is an must have sales add on **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander K. | Snr Account Manager - Scale Ups , Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2023 **What do you like best about Weflow?** Weflow is an amazing tool for managing your pipeline and opportunities. It has a bunk upload feature that saves a lot of time, and its one UI means you don't have to switch between different applications. This makes sales day-to-day a lot easier. I highly recommend Weflow to anyone looking for a powerful and user-friendly sales management tool. Weflow is a powerful tool that can help businesses of all sizes improve their sales performance. The platform is easy to use and can be customized to fit the needs of any business. If you're looking for a powerful and user-friendly sales management tool, Weflow is a great option. **What do you dislike about Weflow?** Nothing all is fantastic and it all works **What problems is Weflow solving and how is that benefiting you?** managing your pipeline and opportunities. It has a bunk upload feature that saves a lot of time, and its one UI means you don't have to switch between different applications. This makes sales day-to-day a lot easier. **Official Response from Janis Zech:** > Appreciate your fantastic feedback, Alexander. Happy to see that it makes your day-to-day work a lot easier so you can focus on moving deals instead of spending time on admin work.๐Ÿค ### 10. Great way to save time and keep your Salesforce Pipeline clean **Rating:** 5.0/5.0 stars **Reviewed by:** Juan Pablo C. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Weflow?** Their integration with Salesforce is well-made, the UX/UI is very friendly, and it's straightforward to learn and use. I was impressed by the ability to keep my Salesforce instance clean easily and the support from Landon and Janis was superb. **What do you dislike about Weflow?** It has still a lot of room for improvement, but it's a promising tool for reps that have a lot of fields to complete on Salesforce. **What problems is Weflow solving and how is that benefiting you?** I'm visual, and Salesforce is not the most user-friendly tool. I leverage Weflow to help me with all the mandatory fields I must complete in each opportunity while saving time and making it more appealing than doing it on Salesforce directly. **Official Response from Janis Zech:** > Thanks for your kind words, Juan! Happy to see how Weflow helps you keep your Salesforce pipeline clean. ๐Ÿค ### 11. Great system for high-speed selling experience **Rating:** 5.0/5.0 stars **Reviewed by:** Stephan N. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Weflow?** The system is very intuitive to use and is a great addon for your Salesforce instance. It gives an easy-to-use overlay and direct access to lists and other views that you can edit and manipulate directly from the overlay itself with much ease. It is particularly useful for Salesforce environments that are quite complex and, thus, not as easy to navigate for a standard user. Weflow respects fields, validation rules, and many more. **What do you dislike about Weflow?** Nothing in particular; more like a recommendation or feedback, is to figure out a value prop for teams whose Salesforce instance is rather straightforward and not as complicated; it would be ideal to tackle problems such as: - Salesforce's kanban view for opportunities only shows 200 records at a time. Let's work around this limitation and push that as a prop. - Display Sales Velocity, stagnated opportunities, and have a detailed visibility highlighting what needs actions where and why. **What problems is Weflow solving and how is that benefiting you?** Weflow solves the problem of overly complex Salesforce productions environments that aren't very user friendly for teams to use and work through. It enables users to swiftly manage and go through their lists and pipelines with more ease, make updates, edits, mass or individual, and much more. Essentially it is a very solid quality of life feature. ### 12. Excellent for BDRs! **Rating:** 4.5/5.0 stars **Reviewed by:** Gabriela C. | Business Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Weflow?** As a BDR, I use these features in my daily work flow: 1. Tasks. With WeFlow, I can see which tasks are coming up right in front of me instead of digging through Salesforce and/or Outreach. It keeps me more organized in my daily role. 2. Pipeline. The feature allows me to search through Salesforce for accounts that haven't had activity for a while. For old opportunities, this has been such a great feature. I can now easily ensure I reach prospects that may have fallen through the cracks. 3. Opportunity fields. With the chrome extension, I can easily change multiple aspects in Salesforce without having to look up each account or contact to make changes manually. It sets up Salesforce as a spreadsheet, allowing you to make changes easily. For prospecting, this has saved me a BUNCH of time. I recommend WeFlow for BDRs who value organization and efficiency in their role. **What do you dislike about Weflow?** Not much yet. I know WeFlow is new, so I'm excited to see what's up and coming in the future. **What problems is Weflow solving and how is that benefiting you?** Data hygiene. As a BDR, having SalesForce updated and accurate is a must. When looking for opportunities that have slipped through the cracks, Weflow has made keeping data up to date. As I'm looking at many accounts and contacts per day, Weflow has allowed me to keep all the notes on my prospects more accurate. Time. I've saved a lot of time using Weflow. As a BDR, we have a lot of tech stack under our belt. Weflow makes going from one tool to another much more effortless. It has allowed me to use more time in actually contacting prospects. ### 13. Must-have for revenue teams **Rating:** 5.0/5.0 stars **Reviewed by:** Renรฉ K. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Weflow?** Weflow's user experience is comparable to updating a spreadsheet - as opposed to opening up tons of SFDC tabs to update every single contact, account, opportunity, or task. Those kinds of core to-dos are certainly important but truly cumbersome in Salesforce. With Weflow, I can do my housekeeping tasks in no time. Moreover, I also feel like I'm better prepared for meetings as I don't have to switch between tabs while having a call with a prospect. Everything is now kept in one place. **What do you dislike about Weflow?** Hard to say - the team has been fairly quick so far in resolving any questions, feedback, and blockers I encountered. I'd advise everyone to schedule a 1-1 session to get the most out of Weflow. **What problems is Weflow solving and how is that benefiting you?** Generally, I feel like the heavier and more complex the Salesforce instance, the better use can be made of Weflow. However, in any case, it's worth a try (as it's free!). Personally, I found the most substantial benefits to be time-savings while updating the pipeline and creating better meeting notes (thanks to the templates). ### 14. Good tool, user-friendly, efficient. **Rating:** 3.5/5.0 stars **Reviewed by:** Adam M. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Weflow?** It is more immediate compared to SF. I like the customization, that allows me to better handle my dashboards. **What do you dislike about Weflow?** I would like to have some tutorial offered by you on how to improve my use of WeFlow. **What problems is Weflow solving and how is that benefiting you?** Easier to use, better layout, good customization level all compared to SF. **Official Response from Janis Zech:** > Hi Adam, Thanks for your valuable feedback. ๐Ÿค Our help desk offers some documentation on how to use Weflow in the best way, going deeper on use cases and set-ups: https://help.getweflow.com/support/solutions In addition, we are constantly working on our onboarding experience to show you how to make better use of Weflow while getting started. Nevertheless, let us take it from here to improve in the future. Again, thanks for your review and suggestions. ### 15. Salesforce admin approved **Rating:** 5.0/5.0 stars **Reviewed by:** Naman M. | Salesforce Administrator, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Weflow?** As a Salesforce admin, I know what SFDC is capable of. It can be customized in multifaceted ways but one always needs to strike the balance to make CRM usage as easy as possible. Weflow as a plug-and-play solution perfectly complements this principle and makes it effortless for the team to manage the pipeline through Weflow's views, notes, and tasks **What do you dislike about Weflow?** I don't get any complaints from the reps. Also, from an admin point of view, there isn't really anything that comes to mind **What problems is Weflow solving and how is that benefiting you?** Simple, straightforward activities are arguably easier done in Weflow (as compared to working in Salesforce directly). This is particularly the case when the Salesforce instance becomes very complex. Weflow provides a great workspace to get daily tasks done in an efficient way. Updating fields, writing notes, creating follow-up tasks, or setting up new records - everything has become a breeze for our reps ### 16. Great for Pipeline management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Weflow?** Makes it easy to stay organized and on top of daily tasks/pipeline **What do you dislike about Weflow?** The interface could use some improvement. It isn't bad but feels a little clunky at times. **What problems is Weflow solving and how is that benefiting you?** You can make changes to accounts in Salesforce much easier than manually going into Salesforce. ### 17. Sublime - Weflow has changed the game for me and has completely streamlined the way I use Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2023 **What do you like best about Weflow?** User experience, simplicity, excellent and responsive support, overall an intuitive tool **What do you dislike about Weflow?** I would love to see WeFlow cater more towards the BDR role as I think there is massive potential here to be an excellent tool for prespecting. **What problems is Weflow solving and how is that benefiting you?** Salesforce is clunky. The more data that's in there, the worse it seems to get. Weflow simplifies the entire CRM experience. Productivity has increased and has made my life a lot easier. **Official Response from Janis Zech:** > Great to hear about your positive experience ๐Ÿฅณ We're happy that you could greatly increase productivity and simplify your day-to-day tasks. We are constantly trying to balance our focus between BDR's/AE's, RevOps and Sales Leaders in building new features โš–๏ธ So stay tuned for what is to come! Cheers, Janis ### 18. One of the Best Additions to my Salesflow **Rating:** 5.0/5.0 stars **Reviewed by:** Chris A. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Weflow?** I love the fact that I can view my sales pipeline quick and easily. Taking notes for demos and being able to easily connect those to a SF account it crucial. It's a great hub to keep templates for notes and getting those dialed in. **What do you dislike about Weflow?** Looking at SF tasks is a little clunky but not terrible. **What problems is Weflow solving and how is that benefiting you?** I needed a way to keep notes from demos in a way that connects to SF easily. I was looking for simplicity and usability. Both have been met switching over to WeFlow **Official Response from Janis Zech:** > Hey Chris, Thanks for your awesome review and your valuable feedback. Our templates are certainly powerful and (just like for you) a strong reason for many to switch over to Weflow. Glad they help you with managing your pipeline and taking notes. ๐Ÿ™ ### 19. Great tool for having a nice pipeline overview! **Rating:** 5.0/5.0 stars **Reviewed by:** Martijn H. | Advisory Board Member, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Weflow?** When working in sales, it can be challenging to keep track of your deals. I work in a high velocitiy-short-sales cycle business, and not following up on prospects is a waste of money. We flow helps me to keep track of my current pipeline, where a deal sits, how its progressing and reminds me what to do so I don't forget. **What do you dislike about Weflow?** Nothing so far, I like the simple user interface, I like the fact that its customizable and easy to use. Setting it up was easy as well. The only dislike I had was that it changed the home page of my browser, but its not a dealbreaker. **What problems is Weflow solving and how is that benefiting you?** It just works really well with SFDC. It has the exact features that SFDC lacks, I've put in many request with Salesforce to add these kind of features but never got any feedback. ### 20. Awesome pipeline management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Bill M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Weflow?** Super easy to manage my pipeline and update SF, easy to track notes that sync to SF also **What do you dislike about Weflow?** The layout could be a little better. I would change and move around some of the layout. **What problems is Weflow solving and how is that benefiting you?** pipeline management and staying ontop of my deals **Official Response from Janis Zech:** > Hey Bill, Thanks for your positive feedback. Happy to see how Weflow helps you stay on top of your pipeline! ๐Ÿ” ### 21. The Perfect SF Companion **Rating:** 4.0/5.0 stars **Reviewed by:** Junio P. | Sales Director - EMEA, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Weflow?** The Chatter funcion and the way that it integrates seamlessly with SF. **What do you dislike about Weflow?** Still pretty buggy, especially the way that it randomly creates events in your calendar while you are taking notes. **What problems is Weflow solving and how is that benefiting you?** Communication on deals. Updates on opportunities and leads. **Official Response from Janis Zech:** > Hi Junio, Thanks for your review and your valuable feedback. Great to see how Weflow helps you with deal communication and Salesforce updates. By the way - you can easily switch off event logging when you create a note from your calendar (see the screenshot by clicking on 'See how Weflow improved' below). Once you selected 'Don't log activity' in your notes, this setting will remain and Weflow stops auto-logging the notes you chose to create from your calendar. If you have questions about the setup, let us know at hello@getweflow.com. Hope this helped! ๐Ÿ‘‹ ### 22. Personalised and productive **Rating:** 5.0/5.0 stars **Reviewed by:** Colm J. | Account Executive II, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **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. **What do you dislike about Weflow?** The Salesforce integration distorts the font size a bit within Salesforce **What problems is Weflow solving and how is that benefiting you?** Saving me time in pipeline admin **Official Response from Janis Zech:** > Thanks for your great feedback, Colm. ๐Ÿ™ 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! ### 23. Elevates sales process compliance **Rating:** 5.0/5.0 stars **Reviewed by:** Maximilian D. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **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. **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). **What problems is Weflow solving and how is that benefiting you?** Embedding sales processes within the organization and nudging the team to follow them consistently is challenging. Providing note templates in Weflow that reflect our processes while updating Salesforce has not only elevated sales process compliance and data quality but also boosted the speed of making updates. ### 24. The tool every AE needs **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua E. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 09, 2022 **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. **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. **What problems is Weflow solving and how is that benefiting you?** Instead of having multiple places checked during my daily workflow, I can keep everything in front of me, don't lose track of things, and the need to update SFDC is less of an effort. ### 25. Consolidate + Get More Done **Rating:** 5.0/5.0 stars **Reviewed by:** โšก๏ธGarrett F. | Founding Member, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **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. **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. **What problems is Weflow solving and how is that benefiting you?** Previously, updating my pipeline was pretty tedious. Weflow is a huge time-saver and I can get more meetings done as I spend less time updating Salesforce. Also, handovers are improving since the notes I make are better structured and more extensive. ### 26. Great user friendly tool for Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Nathaly R. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2023 **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. **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. **What problems is Weflow solving and how is that benefiting you?** Dealing with the old-styled front end of Salesforce which wastes my time. **Official Response from Janis Zech:** > Hey Nathaly, Thank you for taking the time to review Weflow. We love your feedback ๐Ÿ˜Ž 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 ๐Ÿ‘‹ ### 27. Great tool for streamlining certain processes for Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **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. **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. **What problems is Weflow solving and how is that benefiting you?** I have ADHD and can get easily distracted by the deep levels of information that Saleforce has. While this information is critical, I need to have a minimalist view, as well, so that I can stay on task, and this is what weflow provides. Being able to review my open tasks and action items quickly has helped me stay focused and on top of my responsibilities. **Official Response from Janis Zech:** > 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 ๐Ÿ™Œ 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 ๐Ÿ˜Ž ### 28. What reps dream of **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **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. **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. **What problems is Weflow solving and how is that benefiting you?** Weflow allows me to focus on the things I need to get done to move deals. It's not only gotten easier and faster to update my opps but I also get a better overview of what's happening in my pipeline. ### 29. Ensures data quality & keeps our CRM organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **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. **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. **What problems is Weflow solving and how is that benefiting you?** Managing multiple accounts and ensuring that data quality remains high by logging notes, and keeping track of account stages or last touchpoints. Definitely helps in prioritizing daily workflows and simultaneously streamlines my data entry process. ### 30. Owning the Pipeline with Weflow! **Rating:** 5.0/5.0 stars **Reviewed by:** Yoni N. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2022 **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! **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. **What problems is Weflow solving and how is that benefiting you?** As it's gotten extremely easy to update Salesforce with Weflow, deal data (1) actually makes it into Salesforce and (2) does so more timely. This allows us to get more accurate pipeline insights while making reps more effective as we're taking the admin weight from their shoulders. ### 31. Updating salesforce should be easy. Not the worst part of a sales person. Weflow helps with that **Rating:** 4.5/5.0 stars **Reviewed by:** Francisco M. | Senior Enterprise Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2023 **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 **What do you dislike about Weflow?** Would like to develp further capabilities fยกto improve my performance / productivity e.g email tracking would be ideal **What problems is Weflow solving and how is that benefiting you?** Updating salesforce Having quick reports easy to generate in second Giving me flexibility and autonomy in manageing my pipeline in salesforce **Official Response from Janis Zech:** > Hey Francisco, ๐Ÿ‘‹ 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 ๐Ÿ‘‡ https://help.getweflow.com/support/solutions/folders/103000080503 Outlook ๐Ÿ‘‡ 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 ๐Ÿ™‚ ### 32. Makes Salesforce actually useable **Rating:** 5.0/5.0 stars **Reviewed by:** Ben S. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2022 **What do you like best about Weflow?** Weflow has sort of become my command center from where I start my workday. Managing the pipeline with the web app and Chrome Extension is has created significant efficiencies for my workday. My pipeline has never been cleaner - all while coming at a huge productivity boost! Auto-syncing with Salesforce while I create and complete tasks, and update key account information has made my life much easier. **What do you dislike about Weflow?** I like all the features of WeFlow. I wish that there was a clearer view for tracking activity. **Recommendations to others considering Weflow:** This is an absolute must-have tool for everyone who uses Salesforce (especially for AEs). It has replaced my Spreadsheed + Evernote workflow and cut down the amount of time I've spent on SFDC admin. **What problems is Weflow solving and how is that benefiting you?** Spending less time in Salesforce = spending more time selling. Certainly reduced my headaches from SFDC and saves me countless hours on Salesforce admin every week. ### 33. Good product **Rating:** 2.5/5.0 stars **Reviewed by:** Ritesh S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Weflow?** The user interface is very nice and easy to navigate. **What do you dislike about Weflow?** Did not fit my purpose - was looking to enhance reporting capabilities of Salesforce. **What problems is Weflow solving and how is that benefiting you?** We flow makes management of Salesforce data much easier. **Official Response from Janis Zech:** > Hi Ritesh, Thanks for your feedback. Glad to hear that Weflow allows you to manage your Salesforce data a lot easier! ๐Ÿค However, we're sorry to see that Weflow did not entirely fit your purpose. Many of our users actually use Weflow to run different reports (pipeline reports, forecasting, etc.). We'd love to better understand your use case and make it work for you - just shoot us an email at hello@getweflow.com In any case, thanks again for taking the time to share your feedback with us. ### 34. Saves a ton of time **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron D. | Freelancer / Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Weflow?** - As a Customer Success Leader, It is a really fast way to update accounts. - We primarily use this to update customer health scores, changes in primary contacts, or goals. **What do you dislike about Weflow?** - I do think there is an opportunity to create more filters on reports. Maybe I just have to dig deeper though, or unlock a different tiered plan. **What problems is Weflow solving and how is that benefiting you?** Manually updating accounts is a cumbersome process in salesforce directly. This simplifies it a lot. **Official Response from Janis Zech:** > Hey Aaron, Great to see how you're using Weflow to support CS as an integral part of the revenue motion. FYI: we added new filters to get you the reports you want, faster. Of course, we're always open to new suggestions, Aaron! ๐Ÿ‘‰ hello@getweflow.com ### 35. A perfect companion tool for Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** YG G. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Weflow?** Have found WeFlow do simply do things better than other Salesforce tools out there, between note taking, email tracking and the many other integrations they offer it has been a pleasure of a tool to use so far. Would highly recommend for any team that is relying on Salesforce for day to day activities . **What do you dislike about Weflow?** Still new to the product but am yet to find anything to dislike, and the team at Weflow are great and responding to questions and concerns. Keep the updates coming and I am sure the product will only get better! **What problems is Weflow solving and how is that benefiting you?** Solved our biggest problem where things were not being entered into salesforce on a regular basis, this tool allowed us to implement a simple policy and make sure accounts get updated properly. ### 36. Ultra Organized Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Robert K. | Founder & CEO, Enterprise (> 1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Weflow?** Seeing that Iโ€™m a perfectionist and need my workflow to be efficiently streamlined. I Love the customizable flow and organization of Weflow. Efficiency at itโ€™s finest! **What do you dislike about Weflow?** The fact that I wasnโ€™t introduced to Weflow earlier in my career. There is nothing that I dislike about Weflow, and I'm excited about all the new versions coming down the chute. **What problems is Weflow solving and how is that benefiting you?** Weflow provides my workday with solutions to Saleforceโ€™s cumbersome structure by delivering an organized approach to information and critical data, which has a direct impact on increased business performance. ### 37. Must-have for every sales tech stack **Rating:** 5.0/5.0 stars **Reviewed by:** Robert A. | Angel Investor & Growth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2022 **What do you like best about Weflow?** Weflow's speed, simplicity, and deep consideration of core sales workflows make it super powerful. It's just accessible from anywhere on the browser, allowing quick pipeline updates and effective hand-overs as note-taking is an absolute charm. **What do you dislike about Weflow?** Nothing specific. Since Weflow is a fairly new tool, there are parts where additional features would certainly fit in to make our everyday business even easier. Nonetheless, the Weflow team is really responsive and takes any piece of feedback, so they are rapidly developing. Looking forward to what's to come **Recommendations to others considering Weflow:** If you use Salesforce, Weflow is an absolute necessity for your tech stack. The fact that it's set up in minutes makes it even more of a breeze to implement in the organization. As a result, adoption is super high and reps get more productive right away while data actually makes it into the CRM. In short, it elevates sales execution to the next level. With Weflow, our reps are happy, the RevOps team is happy, and I am happy. Win-win-win. **What problems is Weflow solving and how is that benefiting you?** Throughout my career, I came across many sales tech setups. However, I found Salesforce + Weflow to certainly be the winning combo that solves universal problems that most sales teams faced. With Weflow, data quality has improved massively, allowing us to see exactly what's going on as reps update records in real-time. It has not only become a tool for our day-to-day workflow but also enables more robust reporting. Certainly wouldn't want to miss out as it perfectly complements Salesforce's strengths and fills its gaps. ### 38. How to make AEs pipeline review easier! **Rating:** 4.0/5.0 stars **Reviewed by:** Salma B. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Weflow?** Simplifies updating deal-related information with great flexibility and filtering capabilities to keep track of the pipeline. Helping AEs to avoid feeling bogged down by Salesforce's complexities. Plus, the Weflow team is super proactive and helpful. **What do you dislike about Weflow?** Nothing specific. The team is open to any feedback or adjustment you would like to add. **What problems is Weflow solving and how is that benefiting you?** Keeping my pipeline up-to-date and on track without losing too much time, prompting me with my tasks. **Official Response from Janis Zech:** > Hey Salma, Thanks for your positive review. Cool to see how Weflow allows you to stay on top of your pipeline more efficiently. If there's anything we can do for you, let us know at hello@getweflow.com๐Ÿค ### 39. Love the notepad **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Weflow?** It really is the notepad for me that showcases Weflow's magic. Super intuitive and I also like that's is accessible from just anywhere and placed in different parts of your browser. Starting a meeting from your calendar? One click and your notepad opens up, logs the meeting, and links the note to the opportunity. Working in your inbox? One click on the sidebar to create a new note. Browsing on any webpage and something comes to your mind you want to note down? Either open a new tab to access your notepad or use the shortcut to create a new note. It's just everywhere. **What do you dislike about Weflow?** If I need to be really picky, some more pre-defined note templates would have been great. However, certainly not a must since you can easily set them up yourself in no time. Also a big shoutout to their CS team, which is unparalleled when it comes to answering questions or picking up feedback. **What problems is Weflow solving and how is that benefiting you?** Can't think of any currently. ### 40. Great Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Weflow?** The ease of creating lists and reports on the go is magical. Not only does it allows us to quickly get the pipeline views we want but also enriches our entries through various 'Weflow fields'. Poor pipeline health associated with inactive deals or deals that are staying too long in a stage is now easily observable. This has not only allowed us to take immediate action on deals at risk but vastly improved our forecasting accuracy. **What do you dislike about Weflow?** There's nothing I dislike but more of a wish for future development: it would be great to see other tools in my tech stack being integrated with Weflow. **What problems is Weflow solving and how is that benefiting you?** Weflow allows us to keep track of what's going on in the pipeline. Not knowing where deals stand exactly or if they're at risk had a huge impact on win rates and forecasting. By providing actionable insights on pipeline health, we know exactly where to act. ### 41. I really love Weflow! **Rating:** 5.0/5.0 stars **Reviewed by:** Judith E. | Team Lead Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Weflow?** My team & I have lots of customer calls and take tons of notes. Before Weflow, we had to copy-paste our notes to Salesforce, manually log activities, and update the next steps. With the Weflow notepad, I can create a note from my Google Calendar, select one of our Weflow note templates, link it to a Salesforce record, and sync it. It automatically logs an activity and I can update Salesforce fields right from the notepad. Big time saver! **What do you dislike about Weflow?** Nothing really - the tool has been awesome. **Recommendations to others considering Weflow:** Weflow is not only beneficial for Sales teams but for any customer-facing teams, such as Customer Success. Working with Weflow across teams has proven to be more effective and fun! **What problems is Weflow solving and how is that benefiting you?** If you take a lot of sales notes and struggle with reliable documentation, try Weflow. I take better notes due to templates and spend less time on admin work. Handovers and qualifications call have gotten better with Weflow. ### 42. The process to set up a workflow is quick and the tool saves easily an hour a day. **Rating:** 4.5/5.0 stars **Reviewed by:** Andrรฉs A. | Founding Member, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Weflow?** It is excellent at saving reps time with pipeline hygiene. It is easy to use, and the setup is not complicated. The time to value is quick. **What do you dislike about Weflow?** If the requirements in Salesforce fields are unclear in your setup, it is hard to update records. **What problems is Weflow solving and how is that benefiting you?** It streamlines note-taking and pipeline hygiene, so it saves me time. **Official Response from Janis Zech:** > Hey Andrรฉs, Thanks for sharing your Weflow experience with us. Seeing revenue teams save time and improve pipeline hygiene after picking up Weflow certainly makes us happy. ๐Ÿซง Moreover, we'll look into better ways to showcase requirements for Salesforce field updates in the future. Thanks for your feedback on this. ### 43. Great for SF notes and pipe management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Weflow?** Weflow does a great job at making it easier to view/manage your pipeline, and add notes to objects in salesforce **What do you dislike about Weflow?** I wish the tasks had a bit more functionality and filters. **What problems is Weflow solving and how is that benefiting you?** Salesforce notes can be hard to find/keep track of, and, the views for pipeline can be tough to manage. Weflow helps with that! **Official Response from Janis Zech:** > Great to see you signed up for the best way to manage your pipeline. ๐Ÿ˜Ž Thanks for the valuable feedback on our task feature. While we hope that the existing task filters and functionalities (e.g., logging tasks from notes) already help, we'll definitely take it from here! ### 44. Helped me quickly manage and edit opps in Salesforce. Weflow was also very easy to use and learn! **Rating:** 4.0/5.0 stars **Reviewed by:** Nick T. | Account Manager, Cell Culture Reagents, Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Weflow?** I appreciated the speed of editing opportunities. This saved me a lot of time so I could spend more time prospecting. I also found the application very easy to use. **What do you dislike about Weflow?** I wanted more applications or the ability to edit tasks. If I could edit a large number of tasks quickly at once this would save me a lot of time in my workflow. **What problems is Weflow solving and how is that benefiting you?** Saving me time to allow me to do what I do best, sell! It's also helping me stay organized and set up my workflow for future days. Organization is greatly important to keep up with opps and not let any slip under my radar. ### 45. Great tool to save time on sales admin, friendly pricing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** May 30, 2023 **What do you like best about Weflow?** Great UI, overview of accounts, pipeline and being able to edit opportunities from one screen **What do you dislike about Weflow?** A feature that I am missing (compared to competitors) is having a Calendar integration and automatic note creation with sales templates **What problems is Weflow solving and how is that benefiting you?** Sales admin on Salesforce taking too much time **Official Response from Janis Zech:** > Hi there! Happy to see how Weflow helps you reduce time spent on Salesforce admin work.๐ŸŽ‰ We have a Google Workspace integration that allows you to create notes, use note templates, and log meetings from your calendar. Here's a quick step-by-step guide: https://help.getweflow.com/support/solutions/articles/103000042273-create-notes-from-your-google-calendar If you have any other questions or need support setting this up, let us know via hello@getweflow.com. Thanks! ### 46. What a time saver! Must-have for salespeople **Rating:** 5.0/5.0 stars **Reviewed by:** Seรกn K. | Sales Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2022 **What do you like best about Weflow?** My workflow usually involves a ton of touchpoints with Salesforce (typically had dozens of SFDC tabs open at all times). Weflow allowed me to cut my time spent in Salesforce down significantly. It used to be such a pain to go through individual tabs, waiting for them to load, and do updates the entire Friday afternoon. Now I can easily do it on the go. All in all, I love Weflow's approach - you can see that they really tried to think through where reps are spending their time (Salesforce, Notes, LinkedIn, Calendar, etc.) as it seamlessly integrates into all of my workflows. Absolute must-have for everyone using Salesforce. **What do you dislike about Weflow?** Not much to be honest, really love the tool. However, I'd love to see team collab features in the future (e.g. for better SDR-AE handover). **What problems is Weflow solving and how is that benefiting you?** Plain & simple - it helps me update Salesforce faster from just anywhere. Not quite sure how many hours it saves me exactly but I just get through my stuff A LOT quicker than before. ### 47. Completely elevated our sales game, I wish I got it earlier! **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas H. | Co-Founder | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2022 **What do you like best about Weflow?** Weflow is super intuitive and saves the team an immense amount of time updating Salesforce each day. Being able to update opportunities on the fly is enormous. Also, we're heavy users of the Chrome Extension (love the gCal integration), which allows us to access our records and add data to Salesforce from just anywhere. From an executive viewpoint, my favorite part is the ability to immediately load pre-defined views (perfect for pipeline reviews, 1:1s). On top of that, the team there is simply world-class. They're highly responsive to our feedback and help with everything we come across. They even built some functionalities around our suggestions. Really stunned me how fast they were picking it up in the tool. **What do you dislike about Weflow?** Really tough to point something out - having no gripes at the moment. Rather the opposite: we're constantly sharing new ideas with the team which regularly get picked up in record time. **What problems is Weflow solving and how is that benefiting you?** We've massively improved deal communication within the team. Before, we didn't have an effective way to stay on top of opportunities and the pipeline. Now, as the pipeline is extremely easy to update, it's up-to-date almost all the time so everyone knows where the deals stand. Definitely reduced our closed/lost ratio. Also, it just saves us a ton of admin time each week. ### 48. Perfect tool for pipeline management **Rating:** 5.0/5.0 stars **Reviewed by:** Felix S. | Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2022 **What do you like best about Weflow?** Weflow is just so freaking simple to use. It saves our team a whole lot of time and energy. At first, it might sound banal but having to constantly log into SFDC, doing dozens of clicks to get just anywhere, waiting for things to load, logging calls, sending out emails, and taking notes just adds up. Multiplying this by the # of reps and activities each day, wasted time starts to accumulate (& reps begin to neglect to update SFDC). Weflow boils every step down to its core and allows us to do it on the fly with 10% of the previous effort. It's fantastic. **What do you dislike about Weflow?** Not much to dislike, especially as improvements and new features are coming pretty much every week. **Recommendations to others considering Weflow:** Just go for it. Each rep saves 3-5h/week, which means more time to spend with customers. The productivity increase does not even consider the number of deals we would have otherwise missed out on as SFDC data was just not correct. Weflow easily pays for the seat cost. **What problems is Weflow solving and how is that benefiting you?** Our AEs now spend less time dealing (bearing?) with Salesforce - all while actually putting more information on opps into the CRM. That not only gets them the sale but also allows our managers to provide better support in dealing with the pipeline. ### 49. Great user workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Adam C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Weflow?** It really simplified our data input and sped up our processes **What do you dislike about Weflow?** Not really anything. It's really helped our users and increased adoption **What problems is Weflow solving and how is that benefiting you?** It's helping with speed of data entry, simplicity of user workflows, and increasing user adoption. **Official Response from Janis Zech:** > Cool to see how Weflow helped you simplify data entry, user workflows, and Salesforce adoption, Adam! Thanks for your great feedback.๐Ÿ™ ### 50. A new part of our sales stack that became quickly essential **Rating:** 5.0/5.0 stars **Reviewed by:** Pan K. | CEO & Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2022 **What do you like best about Weflow?** The reason why we started with them is that it was a very simple implementation (basically a 30 seconds sign-up) and also the setup of our workflows was straight forward. We could quickly roll it out to our complete salesforce. Since we set Weflow up, SFDC updates became a lot more convenient for our team as they're incredibly quick to do. No more setting aside hours for daily/weekly Salesforce updates - it's now possible to do immediately once (or even while) a call is done. All the notes are following templates that sync with Salesforce right away. Quite an efficiency boost so easily. The Weflow team is very responsive and gets on requests almost instantly. You can feel that everyone is really motivated to give us a great experience. **What do you dislike about Weflow?** Difficult to say as we're only using it for a few weeks (though we can definitely observe the value already). Looking forward to what the product will look like in the future. The moment they have is really nice to see, so keep up the good work! **Recommendations to others considering Weflow:** I'd say just try it out yourself. It's free to use in the starter version. **What problems is Weflow solving and how is that benefiting you?** Salesforce hygiene has always been a challenging topic for everyone involved. Now, we're not only getting control of data actually making it into the CRM but also saving a ton of time while doing so. Our opportunity records are more detailed than before as the next steps and rep notes get in more timely. As a result, Weflow helped immensely in improving visibility for the sales leadership team. Altogether, the tool gives critical time back to the reps and up-levels our forecast through accurate data. ## Weflow Discussions - [What is Weflow used for?](https://www.g2.com/discussions/what-is-weflow-used-for) - [View Weflow pricing details and edition comparison](https://www.g2.com/products/weflow/reviews?page=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-09+02%3A39%3A30+-0500&secure%5Bsession_id%5D=9856dafa-c113-4089-82f9-1290c8c71275&secure%5Btoken%5D=bb1c5f024467ed390c83275eed20a8b928d76c9cbd8463250058e12b4433c0f1&format=llm_user) ## Weflow Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) ## Weflow Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Call Analytics** - Call Recording - Machine Learning - Call Analysis - Lead Qualification **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Revenue AI Platforms** - Natural Language Interaction - Proactive Assistance - Autonomous Task Execution - Cross-system Integration - Decision Making - Adaptive Learning **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Platform - Revenue AI Platforms** - Conversation Intelligence - Predictive Forecasting - CRM Data Enrichment - Actionable Insights - Risk Flagging - Workflow Orchestration - Sales Coaching - Pipeline & Deal Management - Customer Data Capture **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Generative AI** - AI Text Summarization **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Weflow Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,501 reviews) - [Terret.ai](https://www.g2.com/products/terret-ai/reviews) - 4.4/5.0 (611 reviews) - [Scratchpad](https://www.g2.com/products/scratchpad/reviews) - 4.8/5.0 (1,472 reviews)