Weflow captures emails, meetings, and call transcripts into native Salesforce objects, enriches deals with AI field updates from conversations, then forecasts on that complete data layer. Submit, review, and adjust forecast calls, roll them up, and compare them with your revenue targets and open pipeline.
Clari pulls CRM and engagement data into a proprietary database for enterprise forecast roll-ups and pipeline inspection across complex hierarchies, with CI added via the Copilot acquisition and sales engagement via the Salesloft merger.
Terret (formerly BoostUp) layers AI-driven forecasting, conversation intelligence, and a fleet of 20+ revenue agents on top of your existing CRM data, purpose-built for complex revenue models including consumption-based, PLG, and multi-product expansion.
- SOC 2 Type II certified, HIPAA, GDPR (Berlin HQ, Frankfurt data center)
- 4.6/5 average on G2 across Activity Capture, CI, and Forecasting categories
- 30–45 minute technical setup; full time-to-value in 1–3 weeks
"Using Weflow, we increased our win rate by 12% and see a forecast accuracy of 92%. Plus, we now can trust our Salesforce data."
[small]Chris Mackinnon, VP Revenue Operations, Zeotap — Weflow customers[/small]
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Pricing at a glance
Weflow charges per seat with no platform fee or implementation fee; Clari is quote-based with module stacking, professional services, and multi-year contracts; Terret doesn't publish pricing and is assigned the maximum cost tier on G2.
| Weflow | Clari | Terret (formerly BoostUp) | |
|---|---|---|---|
| 0Seat price | $19–$79/user/month (annual) | \~$100–$180/user/month (estimated) | Not published; G2 assigns max '$$$$$' tier. Estimated \~$100K–$200K+/year for scaling teams |
| Platform fee | No | Included in quote (estimated) | N/A |
| Implementation fee | No | $15K–$75K (estimated) | N/A |
| Free trial | 14 days | No | N/A |
Weflow includes unlimited free view-only licenses with Conversation Intelligence and the full Revenue AI Platform: product, CS, leadership, and enablement teams can review recordings, summaries, transcripts, and analytics without paid seats. Clari's cross-functional access model and seat requirements vary by module and contract—confirm during evaluation.
50-user full platform: Weflow costs $47,400/year. Clari estimated at $108,000+ (forecasting + CI) before implementation. Terret pricing is quote-based.
"A lot of folks in the RevOps community pointed me to Weflow. The demo was strong, the pricing was right — it was an easy decision."
[small]Erick Mahle, VP of Revenue Operations & Digital Transformation, Lendz — Weflow customers[/small]
Weflow
Weflow starts upstream: it captures activity data into native Salesforce objects, records and transcribes calls, writes structured conversation data into CRM fields, then forecasts on that enriched dataset. The platform is Salesforce-only, modular, and priced per seat with no platform fees.
Clari
Clari starts at the forecast layer: it pulls existing CRM and engagement data into a proprietary database, then applies ML-driven predictions and multi-layer roll-ups across regions, segments, product lines, and overlays. Clari does not capture activity data into Salesforce; it reads what's already there. The Salesloft merger adds sales engagement under one vendor.
Terret
Terret starts at the intelligence layer: it reads your CRM, billing, and data warehouse data, then applies AI agents across forecasting, deal execution, mutual action plans, CS handoffs, and pipeline generation. It does not capture emails or meetings into your CRM—it analyzes what's already there. Terret is CRM-agnostic, supports consumption and PLG revenue models, and is quote-based.
Where Weflow wins
Salesforce-native data architecture with zero vendor lock-in (vs. both)
Weflow writes every captured data point into native Salesforce objects—not a proprietary database with sync.
- Emails → Task or EmailMessage; meetings → Event (parent Event per meeting, child Events per attendee); transcripts → Weflow Video Recording managed-package object
- Managed package footprint: 1 custom object and 3 custom fields—minimal schema impact
- AI meeting summaries sync into the Event Description field on the native Salesforce Event
- All data persists in Salesforce if the customer stops using Weflow—no migration project, no export negotiation, no lock-in
When this matters: Your Salesforce Flows, dashboards, and audit trails depend on Task, Event, and EmailMessage being the system of record—not a vendor's proprietary database.
"Weflow's Activity Capture ticks all boxes for us: it's reliable, data is permanently stored in Salesforce, and it allows for standard reporting." — Nadja Ristig, VP Commercial Operations, IDnow — Weflow customers
Activity capture that feeds every downstream workflow (vs. both)
Weflow deploys server-side background capture via Google Workspace Marketplace App or Microsoft Entra ID—dynamic user enrollment, no per-rep OAuth maintenance, zero rep behavior change.
- Auto-maps activities to Accounts, Contacts, Leads, Opportunities, Cases, and custom objects using Smart Mapping with thread-level persistence
- Auto-creates missing Contacts with Account association; auto-sets Opportunity Contact Roles
- Backfills up to 24 months of historical email and meeting activity into Salesforce
- Compatibility mode dedupes with Outreach, Salesloft, and Apollo—teams can layer Weflow onto an existing stack without double-logging
When this matters: Forecasting, deal scoring, and pipeline analytics are only as good as the activity data underneath them—incomplete capture means unreliable signals everywhere downstream.
"Einstein frequently missed activities. Now, we trust the data. It's been a big mental lift for the team." — Leslie Phillips, Director of Operations, Advisa — Weflow customers
Conversation-to-CRM automation with methodology depth (vs. both)
Weflow transcribes in 98 languages with automatic detection, then maps structured data from conversations directly into Salesforce fields.
- 250–350+ methodology-aligned prompt library: MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, Command of the Message
- AI Field Updater writes extracted values into any Salesforce standard or custom object—text, picklist, multi-select, number, currency, date, checkbox fields; respects validation rules and field-level security
- Structured coaching scorecards with 1–5 ratings, conditional template application by deal stage and team, customizable templates up to 2,000 characters
- Side-by-side view: AI-suggested values vs. current CRM values, with manual review or fully automatic mode
"I use Weflow to inspect deals in my pipeline reviews — Weflow allows me to quickly identify deals at-risk." — Maximilian Daub, Managing Director, D-EDGE — Weflow customers
When this matters: You run MEDDIC or SPICED and need methodology fields populated from every call—without reps spending 15 minutes on post-call CRM updates.
Forecasting built on complete Salesforce data (vs. both)
Weflow's forecasting reads directly from the same native Salesforce objects that Activity Capture and Conversation Intelligence populate—no data warehouse in between.
- Three forecast methodologies: bottom-up submissions, dynamic-weighted, and AI predictions with seasonality modeling
- Deal-by-deal and rep-by-rep submissions with tracked changes; roll-ups via Salesforce role hierarchy
- New logo, expansion, and renewal forecast types; quotas configurable at org, team, and individual levels
- Forecast accuracy tracking compares predictions against actuals over time—visible to managers and leadership
- 50+ deal signals and configurable warnings surface risk during pipeline reviews, not after the quarter closes
When this matters: You need forecasting that reflects real activity and conversation data already in Salesforce—not a separate system aggregating stale CRM snapshots.
"With Weflow, we forecast within 7% by week 4 of the quarter." — Tibor Stefán, Chief Revenue Officer, Zeotap — Weflow customers
Enterprise forecast roll-ups across complex org structures
Clari has refined multi-layer forecast roll-ups for 10+ years across regions, segments, product lines, and overlay teams.
- Multi-BU roll-ups handle matrix org structures where a single deal touches multiple forecast hierarchies simultaneously
- Proven at Okta, Databricks, Fortinet, and Nutanix scale—1,000+ seller deployments with established playbooks
- Gartner Magic Quadrant Leader for Revenue Action Orchestration; Forrester TEI study citing 398% ROI
- Waterfall, pacing, and coverage analytics are more mature—Clari has shipped these capabilities longer than any competitor in this comparison
When this matters: You run 1,000+ sellers across multiple business units, regions, and overlay structures, and your CFO needs roll-ups that handle that matrix without manual reconciliation.
Multi-CRM support
Clari ingests data from Salesforce plus HubSpot (limited) and Microsoft Dynamics for some modules.
- Relevant for orgs running multiple CRMs post-acquisition or by region
- Standardizes forecast views across CRM environments without requiring CRM consolidation first
- Weflow is Salesforce-only—if any part of your GTM org runs HubSpot or Dynamics, Clari covers that gap
When this matters: Multi-CRM environments where consolidating onto Salesforce isn't happening in the next 12 months.
Broader platform breadth with sales engagement
Clari brings forecasting, conversation intelligence, and sales engagement under one vendor following the Groove and Salesloft acquisitions.
- Sequencing, dialer, and scheduling capabilities via the Groove/Salesloft integration—multi-channel cadences from the same platform
- Live in-call coaching: Clari Copilot delivers real-time cue cards and battle cards during calls
- Phone/VoIP call recording via Groove integration—captures a channel Weflow doesn't record today
- \~5,000 customers and \~$450M combined ARR post-merger—enterprise procurement teams recognize the brand
When this matters: You want forecasting, CI, and sales engagement from a single vendor and your team runs phone-heavy outbound motions.
Consumption-based and PLG revenue forecasting
Terret explicitly supports forecasting for usage-based, credit-based, and product-led revenue models—not just seat-based SaaS.
- Forecasts by usage, credits, API calls, and token consumption with direct data warehouse integration
- PLG module monitors product engagement, identifies conversion-ready users, and connects usage signals with sales activities
- International currency and custom fiscal calendar support in forecasting roll-ups
When this matters: Your revenue model includes consumption, usage-based pricing, or a PLG motion where product engagement data drives the forecast—not just Opportunity stages.
Broader AI agent fleet across sales, CS, and RevOps
Terret's Virtual Revenue Fleet includes 20+ named agents spanning more workflows than Weflow's nine or Clari's current agent capabilities.
- Named agents: Pipeline Builder, Sales Process Agent, Mutual Action Planner, Machine Forecast, Terret GPT, Meeting Briefer, Agenda Planner, Sales-to-CS Coordinator, Account Researcher, Expansion Coach, Presentation Creator
- Agents span sales, customer success, and RevOps use cases in a single platform
- Per-participant sentiment scoring with associated comments on call recordings
When this matters: You want AI-generated outputs across a wider range of revenue workflows—account research, CS handoffs, mutual action plans—from a single vendor.
Wider video-platform support and transcript ingestion
Terret supports more recording platforms and can ingest transcripts from existing CI tools.
- Records from Zoom, Microsoft Teams, WebEx, and GoTo
- Ingests transcripts from Gong or Chorus—useful for hybrid CI deployments or mid-migration orgs
When this matters: Your org uses WebEx or GoTo for customer calls, or you're running Gong alongside a forecasting tool and need transcript ingestion without re-recording.
Choose based on your situation
| Your situation | Better fit | Why |
|---|---|---|
| Salesforce-only org, 50–1500 reps, need activity capture + forecasting in one platform at published pricing | Weflow | $79/user/month full platform, 30–45 min setup, all data in native Salesforce Task, Event, and EmailMessage objects. |
| Already running Clari for forecasting but want to replace Clari Copilot with better conversation intelligence | Weflow | Weflow CI at $39/user/month slots alongside Clari forecasting; compatibility mode prevents data conflicts. |
| European HQ or regulated industry requiring EU data residency and GDPR-native architecture | Weflow | Berlin HQ, Frankfurt data center, SOC 2 Type II, HIPAA BAA, zero AI data retention, configurable consent flows with immediate deletion. |
| Running Outreach, Salesloft, or Apollo and need activity capture that dedupes cleanly into Salesforce | Weflow | Compatibility mode prevents double-logging; Weflow complements existing engagement tools rather than replacing them. |
| 1,000+ sellers across multiple BUs, regions, product lines, and overlay teams with board-level forecast roll-ups | Clari | 10+ years of multi-layer roll-up maturity; proven at Okta, Databricks, Fortinet, and Nutanix scale. |
| Multi-CRM environment (Salesforce + HubSpot or Dynamics) where CRM consolidation isn't happening in the next 12 months | Clari | Weflow is Salesforce-only; Clari ingests from multiple CRMs and standardizes forecast views across them. |
| Phone-heavy outbound team that needs dialer + sequencing + forecasting from one vendor | Clari | Groove/Salesloft merger gives Clari sales engagement + CI + forecasting under one roof—but verify Groove/Salesloft integration maturity before committing. |
| Revenue model includes consumption, usage-based, or PLG revenue streams | Terret (formerly BoostUp) | Purpose-built for forecasting by usage, credits, API calls, and token consumption with direct warehouse integration—neither Weflow nor Clari supports consumption-based forecasting. |
| You need AI-driven workflows across both Sales and Customer Success from one vendor | Terret (formerly BoostUp) | 20+ agents spanning CS handoffs, account research, mutual action plans, and expansion coaching; Weflow's nine agents focus on the sales workflow only. |
| You're keeping Gong but want a forecasting layer that ingests Gong transcripts natively | Terret (formerly BoostUp) | Terret ingests transcripts from Gong and Chorus; Weflow generates its own transcripts and does not ingest third-party recordings. |
What customers say
What Weflow users say
[str]Strength[/str]
"Using Weflow, we increased our win rate by 12% and see a forecast accuracy of 92%. Plus, we now can trust our Salesforce data." — Chris Mackinnon, VP Revenue Operations, Zeotap — Weflow customers
"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates, and pipeline health." — Mark Reich, CRO, Lawpilots — Weflow customers
[lim]Limitations[/lim]
"There is a small lag when a new field is created on Salesforce, it doesn't instantly sync with Weflow." — Alisson C., Senior Account Executive (Mid-Market), 5/5 — G2
[str]Strength[/str]
"Before Clari, we were stuck using PowerPoint for forecasting. Now, everything is in one place, and senior leadership has powerful, real-time insights into forecasting and pipeline health." — Thomas C., RevOps Manager (Enterprise), 4.5/5 — G2
[lim]Limitations[/lim]
"There are certain fields that need to be filled in through Salesforce, and I wish I could manage all of them directly within Clari." — Ahmed A., Senior Business Development Manager (Enterprise), 3.5/5 — G2
[str]Strength[/str]
"I love the easy integration to SFDC. BoostUp is my go-to every morning to review our forecast and I can make updates that easily sync to SFDC, I can review team notes, and get a great clean view of the current quarter forecast as well as future quarters." — Kyle N., Director, Customer Success (Mid-Market), 4.5/5 — G2
[lim]Limitations[/lim]
"Certain forecasting options are not as accurate as we would hope, which unfortunately results in additional effort on our end. These limitations mean that we often need to invest extra time in manually adjusting or verifying data to achieve a reliable forecast." — Ronny B., Senior Enterprise Account Executive (Enterprise), 5/5 — G2
Feature-by-feature breakdown
| Capability | Weflow | Clari | Terret (formerly BoostUp) |
|---|---|---|---|
| Activity Capture | |||
| Email & calendar sync | Leader Server-side background capture (Google Workspace / Microsoft 365) Emails → Salesforce Task or EmailMessage Meetings → Event (parent Event per meeting, child Events per attendee) Zero rep action required Data persists in Salesforce after uninstall |
Partial Clari Capture and Groove sync activity data to proprietary database with Salesforce sync back |
N/A No email or calendar capture into CRM Analyzes activity data already in your CRM but does not generate or sync new activity records |
| Salesforce data storage model | Leader All data stored as native Salesforce objects (Task, EmailMessage, Event) Managed package footprint: 1 custom object + 3 custom fields Data persists in Salesforce if customer leaves Weflow—no migration, no export negotiation |
Partial Data stored in proprietary database, synced back to Salesforce Users report limited export capabilities Validation rules must be maintained across both systems |
N/A · Does not write activity data into Salesforce · Pipeline and forecast data syncs bi-directionally with CRM |
| Contact auto-creation & Opportunity Contact Roles | Leader Auto-creates missing Contacts with Account association Auto-sets Opportunity Contact Roles Admin controls: account restrictions, participant thresholds, domain exclusions |
N/A | N/A |
| Historical backfill | Leader Up to 24 months of past email and meeting activity synced into Salesforce Batched to respect Salesforce API limits |
N/A | N/A |
| Conversation Intelligence | |||
| Call recording & platform support | Strong Unlimited recordings via AI Notetaker bot Zoom, Microsoft Teams, Google Meet No phone/VoIP today (Zoom Phone on roadmap) |
Strong Clari Copilot records Zoom, Microsoft Teams, Google Meet Phone/dialer capture via Groove integration—captures a channel Weflow doesn't record today |
Leader · Records Zoom, Teams, WebEx, GoTo · Ingests transcripts from Gong and Chorus · Broadest video platform coverage and third-party transcript ingestion |
| Transcription & language support | Leader 96+ languages with automatic detection Unlimited transcripts Speaker identification |
Partial Real-time transcription available Language support described as limited versus alternatives |
Partial · Automatic transcription with topic indexing |
| AI summaries & methodology templates | Leader 250+ pre-built prompts covering MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, Command of the Message Custom templates up to 2,000 characters Conditional application by deal stage and team Multiple summary variants per meeting |
Partial AI summaries available Customization depth and methodology template alignment not publicly confirmed |
Good · Automatic summarization · Sales Process Agent updates sales motions based on meeting content · Prompt library depth and per-stage configuration not detailed |
| AI Salesforce field updates from conversations | Leader Extracts structured data into any Salesforce standard or custom field (15+ field types; excludes lookup relationships) Side-by-side review: current vs. AI-suggested values Manual review or fully automatic mode Respects validation rules and field-level security |
Basic Some CRM field update capability referenced G2 reviewers note inability to fill CRM fields directly from within Clari |
Partial Sales Process Updater Agent "updates sales process based on call details" |
| AI coaching & scorecards | Leader Qualitative narrative coaching + structured scorecards with 1–5 ratings across configurable dimensions Pre-built templates for MEDDIC, MEDDPICC, Challenger Conditional application by deal stage Scorecard Insights tracks ratings across users and time |
Partial Coaching via Copilot Forrester noted "neither [Clari nor Salesloft] closes the gap to Gong in conversation intelligence" |
Strong · Per-participant sentiment analysis with associated comments · Performance dashboards and rep effectiveness metrics |
| Clips, playlists & sharing | Strong Clips from recordings; organize into playlists Internal and external sharing Timestamped comments with emoji reactions Mobile-optimized shared recordings Unlimited free view-only licenses |
Partial Recording sharing available |
Strong Sharing of recordings, snippets, and clips confirmed |
| Pipeline & Forecasting | |||
| Pipeline management & editing | Leader Spreadsheet-like inline and bulk editing with real-time bi-directional Salesforce sync Table and Kanban views Standard, custom, and related objects Saveable/shareable templates Configurable warnings based on any Salesforce field, activity data, and 50+ deal signals |
Strong Pipeline inspection with one-click editing that updates both Clari and Salesforce Hierarchical grouping by manager or location Customizable views per persona All fields must originate from Salesforce |
Good Centralized pipeline views with two-way Salesforce sync Customizable dashboards and RevBI reporting G2 reviewers note limited in-line editing fields and rigid search functionality |
| Forecast roll-ups & AI prediction | Strong Three methodologies: bottom-up, dynamic-weighted, AI prediction with seasonality Automated roll-ups via Salesforce role hierarchy or custom Weflow hierarchy Deal-by-deal submissions with tracked changes Multiple cadences Quota management at org/team/individual levels |
Leader Multi-layer roll-up across regions, segments, product lines, and overlays 10+ years of enterprise refinement Gartner MQ Leader for Revenue Action Orchestration |
Strong Machine Forecast blending AI with human judgment Roll-ups through any hierarchy (sales team, account, product, feature) Custom models for Sales, CS, Marketing, PLG International currency and custom fiscal calendar support |
| Pipeline analytics | Good Waterfall, pacing, pipeline coverage, deals at risk, team benchmarks, opportunity snapshots available today Pipeline velocity, sales cycle length, win rate, close rate, stage conversion rate coming Q2 2026 |
Leader Waterfall, pacing, coverage analytics with longer track record Real-time pipeline visibility praised by users Deeper maturity from years of enterprise deployment |
Good · RevBI engine for building dashboards within Terret · Deal risk and outcome projections · No external BI dependency for standard revenue reporting |
| Consumption & PLG forecasting | N/A New logo, expansion, and renewal forecast types only |
N/A | Leader Forecasts by usage, credits, API calls, token consumption PLG solution monitors product engagement, identifies conversion-ready users Direct data warehouse integration |
| Integration & Platform | |||
| Salesforce integration depth | Leader Real-time bi-directional APIs Auto-detects Salesforce schema without field mapping Respects validation rules, field dependencies, permissions, and role hierarchy All standard and custom objects |
Good Two-way Salesforce sync for pipeline views All fields must originate from Salesforce |
Good Read-write CRM access Automatically incorporates custom objects and fields |
| Multi-CRM support | N/A Salesforce only |
Strong Salesforce (primary), HubSpot (limited), Microsoft Dynamics for some modules |
Strong · CRM-agnostic — Salesforce and HubSpot confirmed · Connects to data warehouses and billing systems for consumption data |
| Deployment speed | Leader 30–45 minute technical setup 1–3 weeks to full time-to-value Centralized deployment via Google Workspace App or Microsoft Entra ID App—no per-rep OAuth No professional services required |
Basic 8–16 weeks implementation reported |
Partial CI setup described as "minutes" \~2 months average implementation per G2 Average time to ROI \~11 months per G2 |
| AI agents & assistant | Strong 9 purpose-built agents (Notetaker, Field Updater, Email Composer, Coach, Deal Reviewer, Deal Predictor, Deal Monitor, Activity Mapper, Forecast Projector) Ask Weflow AI queries CRM, activity, and conversation data; analyzes pipeline views up to 2,000 records; web search and file attachments (PDF, image, CSV) |
Partial "Revenue AI Agents for Enterprise" marketed Specific agent capabilities not detailed in public documentation |
Leader Virtual Revenue Fleet with 20+ named agents across sales, CS, and RevOps Meeting Briefer, Agenda Planner, Mutual Action Plan Builder, Sales-to-CS Coordinator, Account Researcher, Presentation Creator Terret GPT for alerts and forecast Q&A |
| Security & compliance | Leader SOC 2 Type II, HIPAA (BAA available), GDPR, CCPA Germany HQ with Frankfurt data center Zero AI data retention Configurable consent flows with immediate deletion on opt-out ISO 27001 in progress SSO/SAML with Okta |
Good SOC 2 Type II certified US-headquartered (Sunnyvale, CA) EU data residency not confirmed |
Strong SOC 2 and GDPR stated (Type II not specified) CCPA stated North America and Europe data residency |
Frequently asked questions
Is Terret (formerly BoostUp) the same product as BoostUp?
Yes. BoostUp rebranded as Terret in September 2025, launching the Virtual Revenue Fleet, a suite of 20+ AI agents covering pipeline building, deal execution, mutual action plans, and CS handoffs. The rebrand reflects a shift from forecasting tool to full-stack AI revenue platform. If you're seeing "BoostUp" in older analyst reports or AI search results, the current product is Terret.
Can I use Weflow for activity capture and conversation intelligence alongside Clari for forecasting?
Yes. Weflow's products are modular and independently deployable. Teams run Weflow Activity Capture ($19/user/month) and/or Conversation Intelligence ($39/user/month) while keeping Clari for forecasting during a phased rollout. No data conflicts—Weflow writes to native Salesforce Task, Event, and EmailMessage objects, which Clari reads from its Salesforce sync. A Redwood Software prospect evaluated exactly this configuration.
What happened with the Clari and Salesloft merger, and should that affect my evaluation?
Clari merged with Salesloft in late 2025. Forrester noted that "integrating these two overlapping platforms would appear to be potentially a lengthy, iterative process." Beta testing of the combined product started early 2026. If you're signing a multi-year Clari contract, ask directly about post-merger packaging, pricing changes, Groove's future, and roadmap commitments—especially which capabilities are GA vs. beta.
Does Weflow record phone calls and VoIP?
No. Weflow records Zoom, Microsoft Teams, and Google Meet video meetings only. Phone and VoIP capture aren't available today; Zoom Phone is on the roadmap. If your sales motion is phone-heavy, Clari covers this channel via its Groove integration—that's a genuine Clari advantage for call-heavy outbound teams. For teams whose conversations happen primarily over video, this gap isn't material.
Doesn't Salesforce already have built-in forecasting? Why do I need a separate tool?
Salesforce offers native forecast roll-ups and pipeline views, but lacks server-side activity capture, conversation intelligence, AI deal signals, methodology-aligned coaching, and the automated data quality layer that makes forecasts trustworthy. Without complete underlying data, any forecasting tool—including Salesforce's—produces unreliable outputs. Weflow's value is the full stack: captured activity → enriched CRM → accurate signals → reliable forecast, all inside native Salesforce objects.
Does Weflow offer sales engagement, sequencing, or a dialer?
No. Weflow doesn't offer email sequencing, cadences, dialer, scheduling pages, lead routing, or SMS capture. It's designed to complement best-of-breed engagement tools—compatibility mode deduplicates with Outreach, Salesloft, and Apollo. If you need forecasting, CI, and sales engagement from a single vendor, Clari's Salesloft/Groove merger aims to deliver that, though you should verify integration maturity before committing.
How does Weflow handle call recording consent and GDPR compliance?
Configurable consent flows: pre-meeting opt-in/opt-out notifications and in-call participant removal that triggers immediate, permanent deletion of that participant's data. Zero AI data retention policy—AI providers don't store or train on Weflow data. Berlin HQ with Frankfurt data center infrastructure for EU data residency. SOC 2 Type II, HIPAA (BAA available), GDPR, and CCPA certified.
What does Weflow's self-service admin console let me configure without vendor support?
Forecast types, cadences, quotas, hierarchies, pipeline views, warning rules, team assignments, coaching templates, AI field update mappings, and activity capture settings—all configurable by your RevOps admin without contacting Weflow. This reduces ongoing vendor dependence after the initial 30–45 minute deployment. Clari implementations typically require $15K–$75K in professional services and 8–16 weeks before teams reach a comparable baseline.
What happens to my data if I stop using Weflow?
Everything stays in Salesforce. Weflow writes to native Salesforce objects (Task, EmailMessage, Event, and one managed-package custom object for transcripts), so all captured data persists in your org with no migration project, no export negotiation, and no vendor dependency. Clari stores data in a proprietary database—users report limited export capabilities and the need to maintain validation rules across both systems.
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