Weflow captures every email, meeting, and call into native Salesforce Task, Event, and EmailMessage objects, then extracts methodology fields from conversations, scores deal health with AI signals, and runs pipeline management and forecasting from that governed data.
Cirrus Insight is an inbox-first productivity toolkit for Salesforce sidebar access, scheduling, email blasts, and buyer signals, but has zero pipeline management, deal intelligence, or forecasting at any price.
Choose Weflow at $19–$79/user/month for complete Salesforce activity capture plus revenue intelligence; choose Cirrus Insight when your primary need is inbox-native CRM access, scheduling pages, and email engagement tracking.
- SOC 2 Type II certified
- 20–40 minute Activity Capture setup; full platform live in 30–45 minutes
- 14-day free trial of the full platform
"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 page[/small]
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Pricing at a glance
Weflow charges flat per-seat pricing with no platform fee, no implementation fee, and no usage-based charges; Cirrus Insight prices feature independently at $5–$20/user/month each, with Meeting Transcription at $15/hr and Live Coaching at $40/hr billed on top.
| Weflow | Cirrus Insight | |
|---|---|---|
| Seat price | - Activity Capture: $19/user/mo - Conversation Intelligence: $39/user/mo - Deal Intelligence & Forecasting: $39/user/mo - Activity & Conversation Intelligence: $49/user/mo - Full Revenue AI Platform: $79/user/mo |
- Salesforce Sidebar: $11/user/mo - Salesforce Calendar Sync: $11/user/mo - Salesforce Email Sync: $5/user/mo - Calendar Scheduling: $7/user/mo - Meeting AI: $13/user/mo - Smart Scheduler: $20/user/mo - Buyer Signals: $12/user/mo - Email Blast: $11/user/mo |
| Meeting transcription & sync | Unlimited recordings and transcripts at flat rate | $15/hour; 200 hrs/month for a 10-user team = $2,300/month |
| Ask AI | Included | N/A |
| Platform fee | No | No |
| Implementation fee | No | Historical Sync and Near Time Sync quoted separately (estimated) |
| Free trial | 14 days | 14 days |
| Billing options | Annual, 2 Year discounts | Monthly (0% off), Quarterly (5%), Annual (20%), 2-Year (30%), 3-Year (40%) |
| Minimum users | 10 | 1 |
Weflow includes unlimited free view-only licenses for the full platform: leadership, enablement, CS, and product teams can access recordings, transcripts, summaries, pipeline views, and analytics without paid seats.
Cirrus Insight's month-to-month flexibility works for small teams that need only basic email sync ($5/user) or scheduling ($7/user) without committing annually. But costs add up fast once you toggle on multiple features and add hourly AI charges.
"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 customer story
Weflow
Weflow, gives RevOps teams complete activity data in Salesforce they can report on, automate on, and forecast from - with AI that populates methodology fields, scores deal health, and tracks forecast accuracy over time.
Cirrus Insight
Cirrus Insight gives reps Salesforce access without leaving Gmail or Outlook, with scheduling pages that replace Calendly, engagement signals that show who opened what, and pre-meeting research delivered before every call.
Where Weflow wins
Inbox controls that govern mapping without a full sidebar dependency
Weflow's Chrome Extension and Outlook Add-In let reps view mapped records, override mapping decisions, and log or exclude activities.
- Chrome Extension: search, create, and update Salesforce records from anywhere in the browser; view which Account, Contact, and Opportunity an email or meeting is mapped to; manually remap or exclude
- Outlook Add-In: same mapping visibility and override controls inside Outlook; adjust which Opportunity an email thread logs to without leaving the inbox
- Thread-level persistence: mapping changes made via the extension apply across the entire email chain -- if an email is excluded, it stays excluded unless manually re-logged
- Multi-opportunity suppression runs server-side: when multiple open Opportunities exist without an OCR match, Weflow withholds Opportunity logging rather than guessing, reps don't need to intervene
- Extensions are optional:server-side capture runs automatically without them; reps who never open the extension still get full email and calendar capture
When this matters: You need reps to have mapping visibility and override control from their inbox, but you don't want capture reliability to depend on a sidebar loading correctly every time. Cirrus's Sidebar ($11/user/month) is a richer inbox CRM experience -- record editing, activity history, social lookup, worklist, but G2 reviewers consistently report loading failures and sync inconsistencies that break the workflow.
Automatic contact creation and Opportunity Contact Role management
Weflow auto-creates missing Contacts in Salesforce when emails are sent to external addresses not yet in the CRM.
- Creates new Contact records populated with First Name, Last Name, Email, and Account association
- Surfaces email addresses on Opportunities that aren't yet Salesforce Contacts and can auto-create and link them
- Auto-sets Opportunity Contact Roles based on email and meeting participation
- Admin controls govern what gets created: domain exclusions and participant thresholds prevent junk Contact records
When this matters: Your Opportunity Contact Role coverage is below 60% and your pipeline reviews depend on knowing who's actually in the deal.
Conversation intelligence with methodology-aligned field updates
Weflow's AI extracts structured data from conversations and writes it into Salesforce fields with governance that respects your schema.
- AI Field Updates map to any Salesforce standard or custom field across 15+ field types (text, picklist, multi-select, number, currency, date, checkbox)
- AI Coaching Scorecards with structured 1–5 ratings aligned to MEDDIC, SPICED, and BANT—conditional application by deal stage
- Topics and Trackers with historical crawl: new trackers apply retroactively across past recordings
- Clips and Playlists for enablement workflows built from key conversation moments
- Flat per-seat pricing, no hourly transcription or coaching charges
- Ask Weflow AI: query conversations and ask plain language questions on your data directly inside Weflow
- Weflow API for data query
When this matters: You need methodology adherence tracked in Salesforce fields, not in a separate tool's database, and you can't budget $15/hr for transcription and $40/hr for coaching on top of seat costs.
Historical backfill for migration and gap recovery
Weflow back-syncs past emails and meetings into Salesforce to fill gaps from prior tool failures or migrations.
- 3 months of historical email and meeting back-sync included at no extra cost
- Up to 24 months available as an add-on
- Writes backfilled data into native Salesforce Task, Event, and EmailMessage objects—same as live-captured activity
"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 page
When this matters: You're migrating off Cirrus Insight (or recovering from sync outages) and need historical activity data in Salesforce for trend reporting and deal reviews.
Inbox-native Salesforce sidebar for CRM access without context-switching
Cirrus Insight embeds a full Salesforce data panel inside Gmail and Outlook so reps can view and edit CRM records without leaving their inbox.
- Contact, Account, Case, and Opportunity data accessible and editable from a sidebar at $11/user/month
- Purpose-built for reps who live in email and resist switching to a separate CRM tab
- Reduces the friction of basic Salesforce data entry for inbox-first workflows
"Cirrus Insight has completely streamlined how I manage my sales pipeline. The seamless integration with Gmail and Salesforce means I never have to leave my inbox to update records, log calls, or track email opens." — Moayad S., Account Executive, Enterprise, 5/5 — G2
When this matters: Your reps spend 80%+ of their day in Gmail or Outlook and your primary adoption problem is getting them to touch Salesforce records at all.
Scheduling pages with lead routing and team availability
Cirrus Insight offers dedicated scheduling products with booking pages, team scheduling, and lead routing workflows.
- Calendar Scheduling ($7/user/month): personal booking pages with calendar sync
- Smart Scheduler ($20/user/month): lead routing, workflow groups, and availability matching across teams
- Purpose-built scheduling stack that replaces Calendly or Chili Piper for basic use cases
When this matters: You need branded booking pages with lead routing and don't want to pay for a standalone scheduling tool alongside your activity capture platform.
Email blast, templates, and engagement signals
Cirrus Insight bundles outbound email productivity and per-email engagement tracking into dedicated modules.
- Email Blast ($11/user/month): mass email, templates, list management, and schedule send
- Buyer Signals ($12/user/month): tracks email opens, link clicks, and replies with granular per-email engagement data
- Meeting AI ($13/user/month): automated prospect and company research delivered before calls without user-initiated queries
"I like the integration within Outlook, the insight into client trends — if they open emails, which links are clicked, and overall engagement tracking." — Emily R., Client Success Manager, Enterprise, 4.5/5 — G2
When this matters: Your outbound motion depends on email blasts with open/click tracking and you want pre-meeting research automated—without adding a separate sales engagement tool.
Choose based on your situation
| Your situation | Better fit | Why |
|---|---|---|
| Fewer than 10 users needing Salesforce activity sync | Cirrus Insight | Weflow requires a 10-user minimum; Cirrus has no seat floor. |
| Primary need is an inbox-native Salesforce sidebar so reps never leave Gmail or Outlook | Cirrus Insight | Cirrus embeds a persistent CRM data panel inside the inbox at $11/user/month; Weflow's extensions are mapping controls, not a full sidebar. |
| Need scheduling pages with lead routing and want to avoid a separate Calendly or Chili Piper contract | Cirrus Insight | Cirrus includes Calendar Scheduling and Smart Scheduler with lead routing; Weflow has no scheduling or lead routing at any price. |
| 10+ reps on Salesforce and RevOps needs governed activity capture with permanent native-object storage for reporting, Flows, and automation | Weflow | Server-side capture writes to native Task, Event, and EmailMessage objects; data persists after uninstall with centralized admin deployment. |
| Already running Outreach, Salesloft, or Apollo for sequences and need activity capture that dedupes rather than conflicts | Weflow | Compatibility mode built for dedupe with these tools; Cirrus's Email Blast module may overlap or conflict with an existing engagement stack. |
| Replacing or augmenting Gong/Chorus and need conversation intelligence plus activity capture from one vendor | Weflow | Unlimited recordings, 96+ language transcription, AI field updates, and coaching scorecards at flat per-seat pricing—no $15/hr transcription or $40/hr coaching charges. |
| European or regulated team requiring GDPR data residency, HIPAA BAA, or SOC 2 Type II certification | Weflow | Frankfurt data center, zero AI data retention, configurable consent flows, SOC 2 Type II certified; Cirrus's compliance posture isn't publicly documented to the same depth. |
| Need pipeline management, forecasting, and deal intelligence alongside activity capture—and don't have Clari | Weflow | Cirrus has zero pipeline, forecasting, or deal intelligence capabilities at any price. |
| Cross-functional teams (CS, enablement, leadership) need access to recordings, pipeline views, and analytics without paid seats | Weflow | Unlimited free view-only licenses included; Cirrus has no documented view-only access model. |
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 page
"We win more deals as we can identify and act on risks early on. This not only feeds into pipeline health, but also makes sure that our forecasts are reliable." — Ben Beivers, CRO, Remerge — Weflow customers page
[lim]Limitations[/lim]
"There is a small lag when a new field is created on Salesforce, it doesn't instantly sync with WeFlow. But it hasn't been a massive issue and it's the only dislike I can think of." — Alisson C., Senior Account Executive (Mid-Market), 5/5 — G2
[str]Strength[/str]
"We implemented Cirrus Insight to replace Einstein Activity Capture, which only retained data for six months. With Cirrus, data is stored natively in Salesforce, giving us full control and visibility for reporting." — Liam H., Salesforce Lead (Mid-Market), 4.5/5 — G2
[lim]Limitations[/lim]
"Cirrus Insights has inconsistency in calendar or email sync with Salesforce. The app operates slowly or has a high load due to Gmail and Outlook integration." — Marledvuka L., Field Operations Manager (Mid-Market), 4.5/5 — G2
"It rarely works the first time I log in. I have to jump through a lot of hoops like refreshing it, logging out and back in, or restarting my browser just to get it to load." — Molly R., Regional Partnerships Manager (Mid-Market), 1/5 — G2
Feature-by-feature breakdown
| Capability | Weflow | Cirrus Insight |
|---|---|---|
| Activity Capture | ||
| Email capture & storage | Leader Server-side background capture (Google Workspace / Microsoft 365) Emails → Salesforce Task or EmailMessage (admin choice; EmailMessage requires Enhanced Email) EmailMessage enables sender/recipient visibility, reply-rate calculation, email velocity reporting Permanent native object storage; data persists after uninstall |
Strong · Email Sync ($5/user/month) logs emails to native Salesforce objects · Gmail and Outlook · Thread-based Link and Thread-based Sync included · Email Blast Sync included · Historical Sync and Near Time Sync priced separately |
| Calendar & meeting sync | Leader Three sync directions: Workspace → Salesforce, Salesforce → Workspace, or Both (Both disables post-creation event updates) Meetings → native Salesforce Event with full attendee data Centralized deployment—no per-rep OAuth |
Good · Salesforce Calendar Sync ($11/user/month): one-way or bi-directional · Custom Sync Frequency included · Partial calendar sync also included in Email Sync ($5/user/month) -- overlap between two separately priced features · G2 reviewers report inconsistent calendar sync behavior |
| Contact auto-creation & OCR automation | Leader Auto-creates Contact records for unknown external email addresses (First Name, Last Name, Email, Account) Admin controls via domain exclusion lists and participant thresholds Auto-sets Opportunity Contact Roles based on email/meeting participation Surfaces missing email participants on Opportunities not yet in Salesforce |
Partial · Conversation Intelligence recognizes new prospects and enriches them automatically · Sidebar includes Signature Capture for contact data |
| Activity mapping logic | Leader Auto-maps to Accounts, Contacts, Leads, Opportunities, Custom Objects, Cases Mapping uses Primary Contact Email, OCRs, Parent Account, Stage Multiple email addresses per record Thread-level persistence of prior mapping decisions Unlog/re-log via Outlook Add-In and Chrome Extension |
Good · Smart Link syncs to related records · Thread-based Link for thread-level mapping · Maps to standard and custom Salesforce objects via Sidebar |
| Historical backfill | Leader · 3 months included at purchase; up to 24 months as add-on · Writes into native Task, Event, and EmailMessage objects | Partial · Historical Sync available but "Quoted Separately" -- not included in base Email Sync ($5/user) pricing |
| Email engagement tracking | Good · Tracks email opens via tracking pixel (Chrome Extension) · Stores last open date and open count as native Salesforce fields · No link click or reply tracking | Leader · Buyer Signals ($12/user/month): email tracking, link tracking, reply tracking, dashboard visibility · Broader engagement signal coverage than open tracking alone |
| Conversation Intelligence | ||
| Meeting recording & transcription | Leader Records Zoom, Microsoft Teams, Google Meet via notetaker bot Captures video, audio, screen sharing Transcription in 96+ languages with speaker identification and automatic language detection Unlimited recordings and transcripts at flat rate |
Good · Meeting Transcription ($15/hour): call transcription, prioritized next steps, suggested follow-ups ·Usage-based hourly pricing -- 200 hrs/month = $2,300/month for the team |
| AI summaries & Salesforce writeback | Leader AI summaries sync to Salesforce Event Description field Multiple summary variants per meeting Customizable templates with 250+ methodology prompts Conditional application by deal stage and team Admin configures in Admin Console |
Good · Post-meeting action items, prioritized next steps, and suggested follow-ups · CRM AI queues up opportunity hygiene for one-tap Salesforce updates |
| AI field updates from conversations | Leader Extracts structured data from conversations into Salesforce standard or custom fields 15+ field types: text, long text, currency, number, date, date/time, URL, picklist, multi-select, percent, email, checkbox, geolocation, phone, time Excludes lookup relationship fields Review-first or auto mode |
N/A No AI field update capability |
| Coaching & scorecards | Strong Post-call AI coaching with qualitative feedback and structured 1–5 scorecards Methodology-aligned (MEDDIC, SPICED, BANT) Conditional by deal stage Scorecard Insights tracks ratings across users, scorecards, and time Unlimited at flat rate |
Partial Live Coaching: real-time in-call AI prompts at $40/hour (usage-based) Post-call scorecards and methodology-aligned scoring not available |
| Pre-meeting AI research | Partial No out of the box capability but can use Ask Weflow AI for research, based on the data |
Leader · Meeting AI ($13/user/month): Automated Research Delivery, Contact Insights, Company Insights, Salesforce Integration · Daily digest of research for every external meeting delivered to inbox |
| Topics, trackers, clips & playlists | Leader · Unlimited keyword/phrase tracking · Historical crawl across past recordings when new trackers added · Analytics by team, rep, time period · Shareable clips and playlists for enablement | N/A |
| Pipeline & Forecasting | ||
| Pipeline management | Leader Spreadsheet-like interface with inline and bulk edits Table and Kanban views Real-time bi-directional Salesforce sync Saved/shareable templates Synced notepad Configurable warnings and alerts 50+ AI deal signals Standard and custom Salesforce objects |
N/A No pipeline management capability at any price |
| Pipeline analytics | Leader Waterfall, pacing, pipeline coverage, deals at risk, team benchmarks, opportunity snapshots Additional analytics (velocity, win rate, stage conversion) coming Q2 2026 |
N/A No pipeline analytics capability |
| Sales forecasting | Leader Three methods: bottom-up, dynamic-weighted, AI prediction (seasonality-aware) Automated roll-ups across Salesforce role hierarchy Deal-by-deal submission with tracked changes Multiple forecast types (new logo, expansion, renewal) Quota management at org/team/individual level Forecast accuracy tracking |
N/A No forecasting capability at any price |
| Integration & Platform | ||
| Inbox sidebar & rep workflow | Good Chrome Extension searches, creates, updates Salesforce records from anywhere in browser Outlook Add-In and Gmail extension show mapped records and allow mapping adjustments Extensions are optional—server-side capture runs automatically without them |
Leader Salesforce Sidebar ($11/user/month): persistent CRM data panel inside Gmail/Outlook Contact, Account, Case, Opportunity data access and record editing without leaving inbox Core rep-facing workflow for inbox-first teams |
| Scheduling & lead routing | N/A No scheduling pages or lead routing |
Leader Calendar Scheduling ($7/user/month): personal booking pages with calendar sync Smart Scheduler ($20/user/month): lead routing, workflow groups, availability matching across teams |
| AI agents | Strong · Nine purpose-built agents (Notetaker, Field Updater, Email Composer, Coach, Deal Reviewer, Deal Predictor, Deal Monitor, Activity Mapper, Forecast Projector) · Ask Weflow AI across transcripts, CRM data, activity history, and pipeline analytics | Good · Recently launched AI Agents: CRM AI (background Salesforce opportunity hygiene, one-tap updates), Next Steps AI (follow-up recommendations), Proposal AI (drafts from Salesforce opportunity data) · Scope and maturity still emerging |
| Admin deployment & configuration | Leader Self-service Admin Console Centralized deployment via Google Workspace Marketplace App or Microsoft Entra ID App—no per-rep OAuth 20–40 min setup (Activity Capture) Dynamic user enrollment from Salesforce User object Multiple configurations per team Domain exclusions, object exclusions, attachment size rules, participant thresholds, compatibility mode SSO/SAML with Okta Automated provisioning |
Partial Admin controls available G2 reviewers describe settings as "cumbersome" and setup as "not intuitive" requiring "a lot of customer support" |
| Salesforce architecture | Leader Real-time bi-directional Salesforce API integration Managed package: 1 custom object + 3 custom fields for conversation data Respects validation rules, permissions, field dependencies Sandbox testing Integration-user monitoring with disconnect alerts |
Good Email/calendar data stored in native Salesforce objects Salesforce is primary CRM Managed-package footprint and governance behavior not detailed |
| 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 · Configurable consent flows with immediate permanent deletion on opt-out | Partial · SOC 2 referenced |
Frequently asked questions
Can I trial Weflow in a Salesforce sandbox before touching production?
Yes. Weflow connects to sandbox environments that mirror your production org, so you can validate sync behavior, mapping rules, and field writeback without risking live data. Settings configured in sandbox don't carry over automatically, you'll replicate them for production go-live, which takes minutes once the configuration is proven.
How long does it take to get Weflow live, and who needs to be involved?
Technical setup takes 30–45 minutes with a Salesforce admin plus a Google Workspace or Microsoft/Entra admin. Full time-to-value is one to three weeks depending on business-logic configuration: mapping rules, team-level sync configs, domain exclusions, and compatibility mode settings for tools like Outreach or Salesloft.
If I switch from Cirrus Insight to Weflow, will I lose the activity data Cirrus already synced into Salesforce?
No. Cirrus Insight writes to native Salesforce objects, so that data stays in your org regardless of what happens to Cirrus. Weflow's included three-month back-sync then fills any historical gaps, and once Weflow syncs new activities, those also remain permanently in Salesforce even if you later stop using Weflow. As Weflow CEO Janis Zech has stated: "Nothing existing gets deleted during back-sync and once Weflow syncs activities they remain in the customer's system forever."
Does Weflow capture phone calls, SMS, or activities from non-Salesforce CRMs?
No. Weflow captures email (Gmail/Outlook), calendar, and video meetings (Zoom, Teams, Google Meet). It doesn't capture phone calls, SMS, or work with non-Salesforce CRMs like HubSpot or Dynamics. If phone logging is critical, you'd pair Weflow with a telephony tool that writes to Salesforce natively—Weflow's compatibility mode dedupes so activities aren't double-counted.
Do reps need to install anything for Weflow's activity capture to work?
No. Server-side capture runs automatically once an admin deploys via Google Workspace Marketplace or Microsoft Entra ID. The Outlook Add-In and Chrome Extension are optional control layers for manual mapping overrides—reps who never open them still get full email and calendar capture. As one Weflow sales engineer confirmed: "Everything would sync automatically without making the add-in available to users."
Can I buy just Weflow Activity Capture without Conversation Intelligence or Forecasting?
Yes. Weflow sells Activity Capture ($19/user/month), Conversation Intelligence ($39/user/month), and Deal Intelligence & Forecasting ($39/user/month) as separate products. Activity Capture alone doesn't include meeting recordings or transcripts—those require the Conversation Intelligence package. You can add products later without re-implementation.
How does Weflow handle GDPR consent for call recording, and what happens if someone opts out?
Weflow supports configurable consent flows including Microsoft Teams pre-meeting opt-in/opt-out prompts. If a participant opts out, their data is permanently and immediately deleted—no residual storage. Weflow maintains zero AI data retention, offers US and EU (Frankfurt) data center options, and signs BAAs for HIPAA-covered organizations. SSO/SAML via Okta and automated user provisioning are also supported.
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