Weflow captures emails, meetings, and call intelligence into native Salesforce objects—Task, Event, EmailMessage—where the data is permanent, reportable, and governed.
Attention is a real-time AI sales assistant that records calls and pushes AI-extracted fields to multiple CRMs via API. Choose Weflow for a full revenue AI platform (Activity Capture + CI + Pipeline Management + Forecasting) at $79/user/month.
- SOC 2 Type II certified, HIPAA compliant (BAA available), GDPR compliant (Frankfurt data residency)
- G2 users praise cleaner Salesforce data, forecast accuracy, and reduced admin time
- 20–45 minutes technical setup depending on product
"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[/small]
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Pricing at a glance
Weflow charges per seat with no platform fee, no implementation fee, and no usage-based charges; Attention doesn't share prices, you'd need to book a sales call.
| Weflow | Attention | |
|---|---|---|
| Seat price | $19–$79/user/month (annual) | Not public |
| Platform fee | No | N/A |
| Implementation fee | No | N/A |
| Free trial | 14 days | N/A |
Weflow includes unlimited free view-only licenses with Conversation Intelligence so the full platform—leadership, enablement, CS, and product teams can access recordings, summaries, transcripts, and analytics without paid seats. Weflow requires a 10-user minimum on annual billing.
For a 50-user team: Weflow's full platform costs $47,400/year.
"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[/small]
Weflow
Weflow captures every email, meeting, and call into native Salesforce objects (Task, Event, EmailMessage), extracts methodology fields from conversations into any standard or custom Salesforce field, and runs pipeline management and forecasting. All governed by your existing validation rules, permissions, and role hierarchy.
Attention
Attention records sales calls on Zoom, Teams, and Google Meet, generates AI transcriptions and summaries, extracts structured data into CRM fields, and includes coaching scorecards and follow-up email generation across multiple CRMs.
Where Weflow wins
Complete activity capture: email + calendar + contacts
Weflow captures the full activity picture: emails, meetings, and contacts—server-side, with no rep action required.
- Server-side capture runs in the background for Google Workspace and Microsoft 365—no browser extension dependency
- Captures sent and received emails plus calendar events; treats inbound and outbound equally
- Auto-maps activities to Accounts, Contacts, Leads, Opportunities, Custom Objects, and Cases
- Auto-creates missing Contacts and sets Opportunity Contact Roles—closes data gaps without rep effort
- Admin-led enrollment via Google Workspace App or Microsoft Entra ID App eliminates per-rep OAuth; drives 99.9% capture coverage
"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
When this matters: Your pipeline reviews and board reports depend on complete activity data across email and calendar, not just call recordings.
Pipeline management and deal intelligence
Weflow gives managers and reps a spreadsheet-like pipeline UI with real-time Salesforce sync, AI deal signals, and inline editing across standard and custom objects.
- Table and Kanban views with inline and bulk editing, shareable templates
- Real-time bi-directional Salesforce sync across all objects including custom objects
- 50+ AI deal signals, 0–100 AI deal health scores with risk factors and suggested actions
- Waterfall, pacing, and coverage analytics for pipeline inspection
- Weflow Ask AI to ask plain language questions across your data
- Weflow API to query transcripts and more across different LLMs
"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
When this matters: Your team runs weekly deal reviews and needs a working pipeline view that writes back to Salesforce in real time—not a read-only dashboard.
Methodology enforcement at scale: MEDDIC to BANT
Weflow's AI Field Updater extracts structured methodology data from conversations and writes it directly into Salesforce fields—with governance intact.
- 250+ pre-built methodology prompts: MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, Command of the Message
- AI field updates write to any standard or custom Salesforce object/field (except lookup relationships)
- Manual review mode or fully automatic mode—admin controls the trust level
- Respects Salesforce validation rules, field dependencies, permissions, and role hierarchy out of the box
- Managed-package footprint: 1 custom object and 3 custom fields—minimal schema impact
Blacklane achieved 96% MEDDIC field population in Salesforce after deploying Weflow's AI Field Updater.
When this matters: You've rolled out MEDDIC (or any methodology) but field completion in Salesforce is below 50% because reps won't fill it in manually.
Zero AI data retention and configurable consent
Weflow enforces data governance at the AI layer—not just the CRM layer.
- Zero AI data retention; no training on customer data
- Configurable consent flows with immediate permanent deletion on opt-out
- SSO/SAML with Okta; encryption at rest and in transit
- ISO 27001 in progress (SOC 2 Type II and HIPAA already covered in trust bar)
When this matters: Your security team requires documented AI data handling policies before approving any tool that processes sales conversations.
Multi-CRM support beyond Salesforce
Attention works across multiple CRMs out of the box—not just Salesforce.
- Native support for Salesforce, HubSpot, Pipedrive, Zoho CRM, and Microsoft Dynamics
- Teams on mixed CRM environments can standardize call intelligence without migrating to a single CRM
- Useful for post-acquisition orgs or regional teams running different CRMs
When this matters: Your GTM org isn't fully on Salesforce, or you're running HubSpot/Dynamics alongside Salesforce across business units.
VoIP and phone call recording
Attention integrates with major VoIP and dialer platforms, covering phone-heavy sales motions that go beyond video meetings.
- Integrates with Aircall, Dialpad, RingCentral, Vonage, Zoom Phone, Ring.io, and KrispCall
- Captures cold calls, warm calls, and inbound phone conversations—not just scheduled video meetings
- Covers SDR and inside sales motions where the majority of prospect touches happen over the phone
When this matters: Your SDR team runs 40+ cold calls a day through a dialer, and missing those conversations means missing the majority of your activity data.
150+ integrations and workflow automation
Attention connects to a broader ecosystem of sales, data, and workflow tools—with a trigger-based automation builder for post-call workflows.
- 150+ integrations including Slack, Outreach, Salesloft, Apollo, Snowflake, and Tableau
- Workflow builder with conversation-finish and user-action triggers plus integration nodes
- AI Sales Agents and Super Agent architecture for post-call automation (CRM updates, follow-ups, notifications)
"We have been using Attention. That way SDRs can spend their time prospecting instead of typing." — Reddit r/sales, Sept 2025
When this matters: You pipe call data into a data warehouse or BI tool, or you need post-call automations that trigger across Slack, Outreach, and other platforms.
Choose based on your situation
| Your situation | Better fit | Why |
|---|---|---|
| Salesforce org with <50% MEDDIC/SPICED field completion and no budget for an Enterprise-tier CI tool | Weflow | 250+ pre-built methodology prompts write to any standard or custom Salesforce object at all tiers |
| GTM org running HubSpot, Pipedrive, Dynamics, or Zoho—not Salesforce | Attention | Attention supports five CRMs natively; Weflow is Salesforce-only. |
| RevOps team that needs email + calendar + contact capture alongside call intelligence in one vendor | Weflow | Attention focuses more on analyzing data and creating follow-up so deals don't fall through the cracks, while Weflow does that with a true focus on accurate data collection first |
| SDR/inside-sales team where 70%+ of prospect touches are phone calls via dialers | Attention | Integrates with Aircall, Dialpad, RingCentral, Vonage, and Zoom Phone; Weflow records video meetings only today (Zoom Phone on roadmap). |
| Salesforce + Clari handles forecasting; need activity capture + CI without buying forecasting twice | Weflow | Weflow's Activity & CI bundle ($49/user/mo) fits alongside Clari without duplicating the forecast layer. |
| Post-acquisition org with reps on mixed CRMs across business units | Attention | Multi-CRM support lets you standardize call intelligence without forcing CRM migration. |
| Enterprise org (500+ reps) in a regulated or European market requiring documented GDPR and HIPAA compliance | Weflow | SOC 2 Type II, HIPAA with BAA, GDPR with Frankfurt data residency, zero AI data retention |
What customers say
What Weflow users say
[str]Strength[/str]
"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
"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
[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) — G2 (5/5)
[str]Strength[/str]
"The summaries are accurate, the quality is great, and the new feature development is actually productive. System setup is very easy, as is ongoing admin maintenance." — Jennifer R., RevOps Manager/BD Manager (Mid-Market) — G2 (5/5)
[lim]Limitations[/lim]
"I would like to have better insights and visual insights on the reporting dashboard. This improvement would help in understanding what my reps or colleagues are struggling with." — Yan K. — G2 (5/5)
Feature-by-feature breakdown
| Capability | Weflow | Attention |
|---|---|---|
| Activity Capture | ||
| Email sync to CRM | Leader Server-side capture (Google Workspace / Microsoft 365); no rep action required Emails → Salesforce Task or EmailMessage (Enhanced Email required for EmailMessage) Auto-mapped to Account, Contact, Lead, Opportunity, Custom Object, Case Thread-level mapping persistence via thread ID Data persists in Salesforce after uninstall |
Partial · Processes emails to extract sales insights; does not permanently store full email content · Gmail and Outlook integrations for follow-up email generation · No server-side background email capture into CRM objects |
| Calendar sync to CRM | Leader Calendar events → Salesforce Event (parent Event per meeting, child Events per attendee) Auto-mapped to matching Salesforce records Permanent native object storage |
Partial · Connects to calendar for meeting scheduling and bot join · Calendar data used for call context; no documented calendar-to-CRM event sync |
| Contact auto-creation | Leader Auto-creates missing Salesforce Contacts from email threads and calendar invites Auto-sets Opportunity Contact Roles Admin controls: domain exclusions, participant thresholds, orphan contact rules, restrict to existing Accounts |
Partial · Links calls to Opportunities by checking meeting participants against CRM records, no new contact creation |
| Activity mapping & deduplication | Leader Smart Mapping across Account, Contact, Lead, Opportunity, Custom Object, Case Opportunity logging only when Contact is an OCR match or single open Opportunity under Account Suppresses logging when multiple open Opportunities lack OCR match Compatibility mode dedupes with Outreach, Salesloft, Apollo |
Good · Links recorded calls to Opportunities by matching meeting participants · Call data aggregated per Opportunity via deal fields |
| Historical backfill & email tracking | Leader Backfill up to 24 months of past email and calendar activity (add-on; batched to respect Salesforce API limits) Email open tracking via Chrome Extension tracking pixel Last open date and open count stored in native Salesforce fields |
N/A |
| Conversation Intelligence | ||
| Call recording & transcription | Strong AI Notetaker joins Zoom, Teams, Google Meet 96+ languages with auto-detection Searchable timestamped transcripts → custom Salesforce Weflow Video Recording object |
Leader · Records on Zoom, Teams, Google Meet · Integrates with Aircall, Dialpad, RingCentral, Vonage, Zoom Phone, Ring.io, KrispCall for VoIP · Multilingual recording and translation · 90%+ transcription accuracy (stated) · Speaker-specific labeling |
| AI summaries & CRM field updates | Leader 250–350+ prompt library; custom templates up to 2,000 characters; conditional by deal stage or team Summaries → Salesforce Event Description AI field updates: text, picklist, multi-select picklist, number, currency, date, checkbox, formula Manual review or fully automatic mode Respects Salesforce validation rules, field dependencies, permissions, role hierarchy |
Strong · AI summaries with custom prompts and prompt optimizer · CRM field updates for free-text and picklist fields; picklist values must match CRM picklist exactly · Custom fields and custom objects supported · One-click or automatic sync after each call · Works across Salesforce, HubSpot, Pipedrive, Zoho, Dynamics |
| AI coaching & scorecards | Strong Qualitative narrative feedback + structured scorecards (1–5 ratings) MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, Command of the Message Conditional by deal stage No in-call live coaching |
Leader · AI-generated scorecards grading every call against custom frameworks (BANT, MEDDIC, etc.) · Configurable scoring scales, weighted fields, team/tag association · Weekly scorecard delivery · Real-time coaching prompts during live calls from playbooks |
| AI follow-up emails | Leader Auto-matches meeting language Customizable templates per meeting type Sends drafts to Outlook Drafts for Microsoft users; copy-paste for Gmail |
Strong Template-based email generation from call content Share to Gmail opens draft; copy to clipboard option |
| Keyword tracking & analytics | Leader Unlimited keyword and phrase tracking Historical crawl across past recordings when new trackers added Analytics by team, rep, time period Talk ratio, monologue length, interactivity metrics |
Good · Call tags for filtering · Cross-conversation analytics via Generalized Insights · Prospect engagement tracking in real time |
| API and MCP | Strong Weflow API for Conversation Intelligence: transcripts, AI summaries, scorecards, keywords, interaction metrics, and more available via API Push conversation data into Claude, Snowflake, BigQuery, or any LLM Salesforce record linking on every endpoint |
Strong · REST API with key-based authentication · Webhooks and API calls via Super Agent · Zapier integration with triggers for recordings, transcripts, and deal activity · 200+ native integrations including Snowflake, Tableau, OpenAI · No MCP server or Claude connector |
| Pipeline & Forecasting | ||
| Pipeline management | Leader Spreadsheet-like interface with inline and bulk editing Table and Kanban views Filter/group/sort by Salesforce fields and Weflow deal signals Saveable and shareable templates Real-time bi-directional Salesforce sync across all objects including custom objects |
Partial · Pipeline views with deal-level drill-down · Filterable by rep, team, region, deal stage, or CRM field · No inline editing or bi-directional CRM sync from pipeline view |
| Deal intelligence & signals | Leader 50+ AI deal signals AI deal health score 0–100 with risk factors and suggested actions Contact insights for stakeholder engagement and multi-threading Configurable warnings based on Salesforce fields, activity data, and Weflow signals Per-deal activity timeline |
Strong · AI-generated deal score based on call content analysis (rep behavior, buyer engagement, conversation patterns) · Deal score trending over time · Deal-level drill-down into calls and emails that influenced the deal |
| Sales forecasting | Strong AI forecast prediction Automated roll-ups across Salesforce or custom hierarchy Deal-by-deal forecast submission with tracked changes Multiple methodologies: new logo, expansion, renewal Quota management at org/team/individual Forecast accuracy tracking Custom fields, formula fields, multiple currencies Stores field changes without requiring Salesforce field history tracking |
Partial · Pipeline reporting and forecasting from conversation data · Conversation-based predictions (urgency signals, buying intent) · No roll-ups, deal-by-deal submissions, or quota management |
| AI & Automation | ||
| Conversational AI assistant | Leader · Ask Weflow AI across CRM data, activity history, recordings · Combine up to 10 pipeline views (2,000 records / 1,200 pages) in a single chat · Unrestricted internet access; PDF/image/CSV uploads | Leader · Ask Attention Anything across calls, emails, and CRM data · Super Agent: pipeline analysis, deal health monitoring, account research, trend identification, revenue forecasting support, bulk CRM operations, custom SQL queries · Executes webhooks and API calls to external systems |
| AI agents & workflow automation | Good · Nine purpose-built agents (Notetaker, Field Updater, Email Composer, Coach, Deal Reviewer, Deal Predictor, Deal Monitor, Activity Mapper, Forecast Projector) · Automation within Salesforce-native architecture | Leader · AI Sales Agents and Super Agent architecture · Agents learn from successful conversation patterns · Workflow builder with conversation-finish and user-action triggers plus integration nodes · 200+ integrations including Slack, Outreach, Salesloft, Apollo, Snowflake, Tableau · Agents deploy across CRM, Slack, email, and other platforms |
| Integration & Platform | ||
| CRM support | Good Salesforce only (all editions with API access) Writes to native Salesforce objects Auto-detects schema Respects validation rules, field dependencies, permissions, role hierarchy |
Leader Salesforce, HubSpot, Pipedrive, Zoho CRM, Microsoft Dynamics Stores data in own platform; syncs to CRM via OAuth/API |
| Integration ecosystem | Good Salesforce, Google Workspace, Microsoft 365, Zoom, Teams, Google Meet, Chrome Extension, Outlook Add-In |
Leader · 200+ integrations including Salesforce, HubSpot, Pipedrive, Zoho, Dynamics, Slack, Outreach, Salesloft, Apollo, Clay, Snowflake, Tableau, Aircall, Dialpad, RingCentral, Airtable, Linear, OpenAI |
| Deployment & admin | Leader Centralized permissions via Google Workspace App or Microsoft Entra ID App No per-rep OAuth Dynamic user enrollment from Salesforce User object Self-service admin console with multiple configurations per team Activity Capture setup in 20–40 minutes; CI and forecasting in 30–45 minutes 14-day free trial |
Good OAuth-based Salesforce connection SE-supported onboarding for complex setups G2 reviews suggest time-to-value under one month |
| Security & compliance | Leader SOC 2 Type II HIPAA compliant (BAA available) GDPR compliant (Frankfurt data residency) CCPA compliant Zero AI data retention SSO/SAML with Okta Encryption at rest and in transit Regular penetration testing Configurable consent flows with immediate permanent deletion on opt-out ISO 27001 in progress |
Strong · SOC 2 Type II · GDPR and CCPA compliant · SSO · Encryption at rest (latest cipher suites) and in transit (TLS 1.2/1.3) · Annual third-party penetration tests · Call recording notices and permission settings for compliance · New York-based; no documented EU data residency or HIPAA/BAA |
Frequently asked questions
We already use Gong (or Clari, or Outreach). Can Weflow run alongside them without data conflicts?
Yes. Weflow's Activity Capture includes a compatibility mode that deduplicates with Outreach, Salesloft, and Apollo, so you won't get double-logged Tasks or Events in Salesforce. Because Weflow writes to native Salesforce objects (Task, Event, EmailMessage), Clari and Gong read that data through their existing Salesforce connectors—no separate Weflow integration needed.
We're not on Salesforce. Can Weflow work with HubSpot or Dynamics?
No. Weflow requires Salesforce with API access. If your CRM is HubSpot, Dynamics, Pipedrive, or Zoho, Attention is the better fit—it supports all five natively. Weflow's Salesforce-only architecture is a deliberate tradeoff: it's what enables native object storage, validation rule compliance, and automatic schema detection.
Our team is under 10 users. Is Weflow still an option?
Weflow has a 10-user minimum on annual billing. For teams below that threshold with uncertain headcount, Attention's monthly contract flexibility (praised by G2 reviewers) may be a better fit. If you're at or above 10, Weflow's 14-day free trial lets you validate in a production or sandbox Salesforce environment before committing.
How long does Weflow deployment actually take, and do my reps need to do anything?
Activity Capture: 20–40 minutes of admin setup; reps do nothing. CI and Forecasting: 30–45 minutes of technical setup, then 1–3 weeks to full time-to-value as you configure templates and mappings. Enrollment is centralized via Google Workspace App or Microsoft Entra ID App—no per-rep OAuth. You can use dynamic user enrollment to pull users from the Salesforce User object with WHERE clauses and assign different configurations per team automatically.
Can leadership and non-sales teams access Weflow data without buying seats?
Yes. Weflow includes unlimited free view-only licenses with Conversation Intelligence and the full platform. Product, CS, enablement, and executives can review recordings, summaries, transcripts, pipeline views, and analytics at no cost—which matters for TCO when you're rolling out CI to 20 paid reps but 50 stakeholders need access. Attention's snippet sharing includes a "Require login" toggle that restricts viewing to Attention users; cross-functional access beyond that isn't publicly detailed.
Can we report on Weflow-captured data in our existing BI tools?
Yes. Because Weflow writes to native Salesforce objects, you can build Salesforce reports, dashboards, and Flows on that data directly—no middleware. Teams pipe the same data into Power BI, Looker, or Tableau via their existing Salesforce connectors without a separate Weflow integration. You can also use Weflow API to pull data into LLMs, data lakes or data warehouses.
We only need conversation intelligence right now. Do we have to buy the full platform?
No. Weflow sells modularly: Activity Capture at $19/user/mo, Conversation Intelligence at $39/user/mo, Deal Intelligence & Forecasting at $39/user/mo, or any combination. The Activity & Conversation Intelligence bundle is $49/user/mo. You can start with one module and expand later without re-implementation.
What happens to our data if we stop using Weflow?
All data Weflow wrote to Salesforce—Tasks, EmailMessages, Events, custom object records—stays in Salesforce permanently. Weflow's managed package footprint is one custom object and three custom fields; uninstalling removes only those. Your reports, Flows, and dashboards built on that activity data keep working.
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