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.
InsightSquared, has been integrated into Mediafly's offerings as part of a revenue enablement and intelligence platform, and offers activity capture, conversation intelligence and forecasting (not available as standlone).
- SOC 2 Type II certified
- 1–3 week time-to-value
- Real time bi-directional Salesforce sync
"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[/small]
.svg)
Pricing at a glance
Weflow offers per-seat pricing with no platform or implementation fees; Mediafly Intelligence360 pricing is not publicly available.
| Weflow | InsightSquared (Mediafly) | |
|---|---|---|
| Seat price | $19–$79/user/month (annual) | Not publicly available |
| Platform fee | None | Not publicly available |
| Implementation fee | None | Not publicly available |
| Free trial | 14 days with guided onboarding | Not publicly available |
Additional Weflow pricing details:
- Activity Capture: $19/user/mo
- Conversation Intelligence: $39/user/mo
- Deal Intelligence & Forecasting: $39/user/mo
- Full Revenue AI platform: $79/user/mo
- No usage-based charges—CI and bundles include unlimited recordings, transcripts, and AI processing at flat rate
- Unlimited free view-only licenses included with CI, DI&F, and full platform
"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
Salesforce-native revenue AI platform, captures activity data, analyzes conversations, and forecasts revenue—writing everything into native Salesforce objects you own.
InsightSquared
Built as an analytics and reporting layer on top of CRM data, now operating under Mediafly's brand. It also offers activity capture and conversation intelligence but not as advanced as Weflow.
Where Weflow wins
Activity data that lives in your Salesforce org permanently
Weflow captures emails and meetings and writes them into native Salesforce objects you own and control.
- All activities stored as native Task, EmailMessage, and Event records, not in a proprietary data layer
- Data persists in your Salesforce org even if you cancel Weflow
- Native storage means captured activities work with standard Salesforce reporting, Flows, automations, and any downstream BI tool (Power BI, Looker, Tableau) without extraction
- Auto-creates missing Contacts, sets Opportunity Contact Roles, and maps activities to Accounts, Contacts, Leads, Opportunities, Cases, and custom objects
- Historical backfill up to 24 months, opt-in and non-destructive
When this matters: Your board reporting, attribution models, and rep activity metrics all depend on Salesforce being the system of record—not a vendor's 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
"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
Conversation intelligence with unlimited recordings at flat rate
Weflow records, transcribes, and analyzes sales conversations across Zoom, Teams, and Meet with no per-hour or usage-based charges.
- Transcription with speaker ID in 96+ languages
- 250–350+ AI prompt templates spanning MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, and Command of the Message
- AI-driven Salesforce field updates mapped to any standard or custom object/field—respects validation rules and permissions
- Coaching scorecards with 1–5 ratings; topics and trackers with historical crawl; clips, playlists, and comments
When this matters: You need CI that operationalizes call insights directly into Salesforce fields—not just a recording library sitting outside your CRM.
Three forecasting methodologies independent of Salesforce Forecasting
Weflow runs bottom-up, dynamic-weighted, and AI-predicted forecasts without depending on Salesforce's native forecasting module.
- AI prediction factors in seasonality and historical patterns
- Forecasts on any custom or standard field; stores formula fields (e.g., Gross Margin)
- Tracks forecast changes over time and stores field changes automatically, no dependency on Salesforce field history tracking
- Supports multiple currencies and deal-by-deal submission workflows
When this matters: You've outgrown spreadsheet forecasts but don't want to pay for a standalone forecasting tool or fight Salesforce Forecasting's configuration limits.
"With Weflow, we forecast within 7% by week 4 of the quarter." — Tibor Stefán, Chief Revenue Officer, Zeotap · Weflow
"Weflow helps us create predictability, accountability, and accuracy. Quarter after quarter." — Lucrezia M. Caotorta, Director of Sales, Conekta · Weflow
Ask Weflow AI: conversational intelligence across CRM, calls, and pipeline
Ask Weflow AI queries across transcripts, CRM data, activity history, deal signals, and pipeline analytics in a single conversational interface.
- Combines up to 10 pipeline views per chat, handles up to 2,000 records
- Answers grounded in actual call transcripts and Salesforce field values—not just metadata
- Unrestricted web search plus PDF, image, and CSV upload support
When this matters: Your CRO asks a cross-cutting question in a QBR—"Which enterprise deals mentioned a competitor in discovery but still advanced past Stage 3?"—and you need the answer in seconds, not a custom report build.
Deep, purpose-built revenue analytics with years of refinement
InsightSquared was one of the earliest dedicated revenue analytics platforms for Salesforce, with a reporting library built over more than a decade.
- Historically offered \~350+ pre-built reports and dashboards covering pipeline, forecasting, activity, and rep performance out of the box
- Mature historical trend analysis with custom report builders purpose-built for Salesforce sales data
- Strong brand recognition among mid-market RevOps leaders who adopted it before the Mediafly acquisition
When this matters: You need a broad library of pre-built BI-style reports on day one and your team doesn't have the bandwidth to build custom Salesforce reports or configure a new analytics layer from scratch.
Mediafly bundle economics for existing customers
Organizations already invested in Mediafly's content engagement ecosystem may get InsightSquared capabilities at a lower marginal cost.
- Intelligence360 (the rebranded InsightSquared) can be bundled or discounted as part of a broader Mediafly deal
- Single-vendor consolidation for teams that use Mediafly for content engagement and want analytics in the same contract
When this matters: You're already a Mediafly customer, your content engagement and revenue analytics buying decisions are linked, and consolidating vendors matters more than best-of-breed depth in any single category.
Choose based on your situation
| Your situation | Better fit | Why |
|---|---|---|
| Salesforce org where Einstein Activity Capture isn't reliably relating emails and meetings to Opportunities | Weflow | Centralized deployment (no per-rep OAuth), auto-mapping to all standard + custom objects, and 24-month historical backfill directly replace EAC gaps. |
| Enforcing MEDDIC, MEDDPICC, SPICED, or another methodology inside Salesforce—not just in a coaching tool | Weflow | CI templates extract methodology fields from call transcripts and write them into Salesforce records, so qualification lives where your process runs. |
| Already running Outreach, Salesloft, or Apollo and concerned about activity duplication or mapping conflicts | Weflow | Compatibility mode fits alongside existing engagement stacks; Outlook Add-In and Chrome Extension let sellers inspect, override, unlog, or re-log activities. |
| Near-term priority is a large library of pre-built BI-style Salesforce reports with minimal configuration | InsightSquared (Mediafly) | \~350+ pre-built reports and mature historical trend analysis serve teams that need breadth of out-of-the-box reporting on day one. |
| Already standardized on Mediafly for content engagement and buying decisions are linked across the suite | InsightSquared (Mediafly) | Bundle economics and single-vendor consolidation under Intelligence360 may outweigh best-of-breed flexibility |
| European org with strict GDPR/data residency requirements or need for HIPAA and SOC 2 compliance | Weflow | SOC 2 Type II, HIPAA with BAA, GDPR with Frankfurt data center, zero AI data retention, configurable consent flows |
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
"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
"I need to understand the health of our pipeline and forecast to report to the board with confidence. Weflow provides us with better CRM data, visibility, and predictability. Plus, our revenue team loves it." — Benjamin Donteville, CEO, Scalability · Weflow
"We were struggling with capturing and reporting on activities to use them as signals in our deal reviews. After trying a few different solutions, we found Weflow. It only took a few minutes to implement and has worked flawlessly since then." — David Griffiths, Head of Revenue Operations, Coder · Weflow
[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) — G2
[str]Strength[/str]
"For every use case of our sales team there is a report, and at this point it's the go to solution for Managers and even Executives in case of any questions about sales activities, performance and results." — Jacco D.VP of Revenue · Capterra
[lim]Limitations[/lim]
"It’s not terribly intuitive. You will need training, and the training again after to play with it awhile." — Lance C., Director of Business Development — Capterra
"Salesforce and InsightSquared have a direct connection, but if I make a change to the dollar amount value in my opportunity, it doesnt auto update - i am required to manually enter the new dollar change. " — Brett M., Regional Sales Manager — Capterra
Feature-by-feature breakdown
| Capability | Weflow | InsightSquared (Mediafly Intelligence360) |
|---|---|---|
| Activity Capture | ||
| Email & calendar sync | Leader Server-side background capture (Google Workspace / Microsoft 365) Emails → Salesforce Task or EmailMessage; meetings → Event Attachments synced Chrome Extension and Outlook Add-In for manual override |
Good · Automates collection of activity data into CRM (emails, meetings, demos) |
| Record mapping & attribution | Leader Auto-maps to Account, Contact, Lead, Opportunity, Case, and custom objects Multiple email addresses per record Relates multiple contacts to one Event |
Partial · Activity data associated with leads, opportunities, accounts, and contacts, no custom objects supported |
| Contact auto-creation | Leader Auto-creates missing Contacts with admin rules: restrict to existing Accounts, participant thresholds, domain exclusions, orphan-contact controls Sets Opportunity Contact Roles automatically |
· No contact creation capability |
| Historical backfill | Strong Up to 24 months of past email and calendar activity Opt-in, per-user selectable Non-destructive (existing records preserved) |
N/A No No historical backfill capability |
| Deployment model | Leader Central permissions via Google Workspace Marketplace App or Microsoft Entra ID App No per-rep OAuth Self-service admin console with multi-team configs, dynamic enrollment, exclusion rules |
N/A No comparable centralized activity capture deployment |
| Conversation Intelligence | ||
| Meeting recording & transcription | Leader AI notetaker auto-joins Zoom, Teams, Google Meet via calendar detection Records video, audio, screen share Speaker ID in 96+ languages Transcripts stored in Salesforce (Weflow Video Recording object) |
Good · Records and transcribes customer calls and meetings · Searchable call library with instant transcription |
| AI summaries & methodology templates | Leader 250–350+ prompt library: MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, Command of the Message Multiple summary variants per meeting Assignable by team and deal stage |
Basic enriching forecasts and reporting with conversation data |
| AI Salesforce field updates | Leader Extracts structured data from conversations Maps to any standard or custom object Supports text, currency, number, date, picklist, multi-select, percent, email, checkbox, geolocation, phone, time Manual review or fully automatic mode |
N/A No Salesforce field automation from conversations |
| Coaching & scorecards | Strong Qualitative or structured 1–5 rating scorecards Assigned by team in Admin Console Scorecard Insights tracking ratings across users and time Conditional application by deal stage |
Good · Searchable call library for identifying coaching moments · ML-driven rep benchmarking: competitive win rates, skill-level analysis by pricing discussions, value proposition, objection handling, demos · Guided Selling module adds in-the-moment coaching prompts |
| Clips, trackers & sharing | Strong Unlimited keyword/phrase trackers with historical crawl Clips, playlists, comments, emoji reactions Shareable internally and externally |
Good · Playlists shareable with specific roles, new hires, or teams · Keyword and topic tracking: competitive mentions, product mentions, feature requests, pricing discussions · Searchable moments within calls |
| Pipeline & Forecasting | ||
| Pipeline management UI | Leader Table and Kanban views Inline and bulk editing across any Salesforce object incl. custom objects Bi-directional sync respecting validation rules, permissions, role hierarchy Saveable/shareable templates Create tasks, notes, products from pipeline views |
N/A Read-only analytics layer No pipeline editing interface that writes back to Salesforce |
| Revenue analytics & dashboards | Strong Waterfall, Pacing, Pipeline Coverage, Deals at Risk, Team Benchmarks, Opportunity Snapshots Pipeline velocity, win rate, stage conversion planned Q2 2026 All activity data also reportable via native Salesforce reporting, Power BI, or Looker |
Leader · Core historical strength: \~350+ pre-built reports and dashboards · BI-style analytics across pipeline, forecasting, activity, and rep performance · Win/loss analysis · Deep historical trend reporting · Interactive reporting with custom report builder · |
| Forecasting engine | Leader Three methodologies: bottom-up, dynamic-weighted, AI prediction with seasonality Independent from Salesforce Forecasting Forecast on any standard or custom field incl. formula fields (e.g., Gross Margin) Multiple currencies Tracks forecast changes and accuracy over time |
Strong · AI-powered weighted pipeline with ML-driven Confidence to Close scores · Team-level forecast submissions with manager overrides and change tracking · Forecast segmentation by region, line of business, and product · Monthly and quarterly breakdowns · Historical trend comparison |
| Deal intelligence | Leader AI signals, AI scores, AI insights per deal Activity and contact insights for stakeholder engagement and multi-threading Activity timelines Configurable warnings and alerts based on Salesforce fields, activity data, and Weflow signals |
Good · Guided Selling module with 120+ pre-configured Actions customizable by user, role, opportunity type, stage, region · ML-driven next-best-step recommendations based on learned patterns · Confidence to Close and Ideal Opportunity Profile scores |
| Integration & Platform | ||
| Salesforce data model | LEader · All activity stored as native Salesforce objects (Task, EmailMessage, Event) · Data persists permanently after leaving Weflow · Supports standard reporting, Flows, automations · Minimal managed-package footprint (1 custom object + 3 fields per product area) | Strong · CRM-agnostic: Salesforce and HubSpot |
| Sync & governance | Leader Real-time bi-directional APIs Respects validation rules, field dependencies, permissions, role hierarchy, API limits Auto-detects Salesforce schema Calendar events: create/delete from Salesforce; updates via workspace |
Good · CRM write-back: full team's activities back to your CRM· Has a managed Salesforce package ) · Whether write-back uses native Salesforce objects (Task/Event) or custom objects is not specified |
| Ask Weflow AI | Leader Conversational AI across transcripts, CRM data, activity history, deal signals, pipeline analytics Combine up to 10 pipeline views / 2,000 records per chat Web search + PDF/image/CSV upload |
N/A No comparable conversational AI assistant |
| Security & compliance | Leader SOC 2 Type II HIPAA compliant (BAAs available) GDPR compliant, Frankfurt data residency CCPA compliant Zero AI data retention SSO/SAML/Okta Configurable consent flows for recording Microsoft-audited Entra ID app |
Strong · Mediafly (parent company) holds SOC 2 Type 2 certification (announced Feb 2022) · GDPR compliant |
Frequently asked questions
How long does it take to deploy Weflow, and who needs to be involved?
Activity Capture takes 20–40 minutes; the full platform takes 30–45 minutes. You'll need a Salesforce admin and a Google Workspace or Microsoft 365 admin to grant permissions. Time-to-value, including guided onboarding, template configuration, and team training, is typically 1–3 weeks.
Can I trial Weflow in a Salesforce sandbox instead of production?
Yes. Trials run in production or sandbox environments, so you can validate mapping rules, sync behavior, and governance controls without touching live data. The 14-day trial includes guided onboarding in either environment.
Do I have to buy the full platform, or can I start with one module?
Weflow is modular. Activity Capture is $19/user/mo, Conversation Intelligence is $39, Deal Intelligence & Forecasting is $39, Activity + CI bundle is $49, and the full platform is $79. You can start with one module and add others later—no re-implementation, no platform fees, no migration.
How does Weflow handle view-only access for leadership and cross-functional stakeholders?
CI, DI&F, and full-platform plans include unlimited free view-only licenses. Stakeholders can review recordings, AI summaries, transcripts, pipeline views, and analytics without consuming a paid seat—so your CRO, finance team, or CS leaders don't inflate your license count.
We already use Gong for call recording. Does adding Weflow create overlap?
Buy Deal Intelligence & Forecasting ($39/user/mo) without Weflow's CI module—Gong handles recordings, Weflow handles pipeline editing, forecasting, and Salesforce write-back. Ask Weflow AI is included with DI&F, so you still get conversational AI across CRM and pipeline data without paying for a second CI tool.
What happens to our data if we stop using Weflow?
All captured activities are native Salesforce objects—Task, EmailMessage, Event—so they stay in your org permanently. Weflow's managed-package footprint is minimal (one custom object and three fields per product area), so removal is clean. There's no proprietary data layer to migrate out of.
Is InsightSquared still available as a standalone product?
InsightSquared was acquired by Mediafly and has been integrated into Mediafly's offerings as part of a revenue enablement and intelligence platform.
Can I build account-level activity reports from Weflow-captured data?
Yes, because activities are native Salesforce objects, you can build account-level activity counts and roll-ups in standard Salesforce reporting, Power BI, or Looker. This view isn't displayed natively in Weflow's insights UI today, but it's fully supported via CRM reporting on the Task, Event, and EmailMessage objects Weflow writes.
.svg)
.svg)
.svg)
.svg)
.svg)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
