Weflow bundles activity capture, conversation intelligence, deal scoring, and forecasting into one platform that writes everything into native or custom Salesforce objects, permanently.
Scratchpad is a lightweight Salesforce overlay that makes Salesforce field editing faster for reps.
- SOC 2 Type II · GDPR · CCPA · HIPAA (BAA available)
- Setup: \~20–45 minutes, time-to-value 1–3 weeks
- Frankfurt + US data residency options
"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]
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Pricing at a glance
Weflow offers modular per-seat pricing with no platform or implementation fees.
| Weflow | Scratchpad | |
|---|---|---|
| Seat price | $19/user/month (Activity Capture) $39/user/month (Conversation Intelligence) $39/user/month (Deal Intelligence & Forecasting) $79/user/month (full Revenue AI platform) |
$19/user/month (basic plan with limited credits) $49/user/month (additional AI features) Free for Call Recorder and Notetaker 10 hours / month |
| Platform fee | None | Not documented publicly |
| Implementation fee | None | Not documented publicly |
| Free trial | 14 days (full platform, guided onboarding) | Free plan for Call Recorder and Notetaker 10 hours / month |
Scratchpad Team at $49/user/mo does not include server-side activity capture, forecasting, pipeline analytics, 50+ deal signals, or unlimited view-only licenses. To match Weflow's full scope alongside Scratchpad, teams typically also run Gong ($120–160/user/mo estimated) + Clari (\~$120–130/user/mo estimated).
""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."
[small]Mark Reich, CRO, Weflow Customer[/small]
Weflow
Weflow, a Salesforce-native revenue AI platform, captures activity server-side, records and analyzes calls, scores deals, and forecasts, writing everything into native Salesforce Task, Event, and EmailMessage objects.
Scratchpad
A Salesforce overlay workspace that gives reps faster field editing, notes, pipeline views, hygiene dashboards, and a browser command palette, commonly used alongside Gong and Clari, not as a replacement for either.
Where Weflow wins
Server-side activity capture with zero rep dependency
Weflow captures emails, meetings, attachments, and contacts server-side, continuously, without any rep action or browser extension.
- Deploys centrally via Google Workspace Marketplace App or Microsoft Entra ID App; no per-rep OAuth connections to maintain
- Auto-creates Contacts in Salesforce with Account association and Opportunity Contact Role assignment
- OCR automation for matching contacts to existing records; domain exclusions and admin controls for capture governance
- Historical backfill covers up to 24 months of past activity, filling CRM gaps retroactively at deployment
When this matters: You have 50+ reps and activity data completeness drives your pipeline reporting, attribution models, and board metrics.
"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
Forecasting and pipeline analytics built into the same platform
Weflow runs AI forecast prediction, deal-by-deal submissions with tracked changes, and pipeline analytics, all fed by the activity and conversation data it already captures.
- AI-based, weighted, and manual forecast methodologies; automated roll-ups across Salesforce or custom hierarchy; quota management and forecast accuracy tracking
- Pipeline waterfall analytics: deals in, out, changed, and pushed with pacing vs. goals and prediction overlays
- Coverage by stage vs. quota, deals at risk, and team benchmarks; opportunity snapshots for field change history up to 100 days
- Multiple forecast methodologies run simultaneously; submissions tracked at the deal level with full audit trail
When this matters: Your CRO needs a forecast call backed by pipeline movement data and deal-level submissions, not a spreadsheet roll-up from managers.
"With Weflow, we forecast within 7% by week 4 of the quarter." — Tibor Stefán, Chief Revenue Officer, Zeotap — Weflow
Conversation intelligence at flat-rate depth
Weflow records and transcribes every call with full speaker identification, methodology extraction, and coaching — no per-seat credit metering.
- Unlimited recordings and transcripts across Zoom, Teams, and Google Meet; 96+ language support with auto-detection
- 250+ pre-built methodology prompts (MEDDIC, SPICED, BANT) with AI coaching scorecards (1–5 structured ratings and qualitative feedback)
- Topics and trackers with historical crawl across past recordings; clips and playlists for sharing key moments
- AI follow-up emails generated from call context; AI field updates write structured data into Salesforce custom or standard objects
When this matters: You're paying for Gong alongside Scratchpad and want CI, activity capture, and forecasting in one platform instead of three.
50+ deal signals and cross-functional access
Weflow generates algorithmic deal health scores (0–100) and configurable risk warnings then makes that intelligence available to CS, product, and leadership at no extra seat cost.
- 50+ AI-generated deal risk and momentum signals combining Salesforce fields, activity data, and conversation history
- 9 purpose-built AI agents (Deal Reviewer, Deal Predictor, Deal Monitor, Forecast Projector, and others); Ask Weflow queries across CRM data, activity, conversations, and pipeline state
- Unlimited free view-only licenses for CS, product, enablement, and leadership
- Zero AI data retention; SOC 2 Type II, HIPAA (BAA available), GDPR with Frankfurt data residency
When this matters: RevOps, CS, and leadership all need deal visibility — and you can't justify per-seat CI and forecasting licenses for every stakeholder.
"In a complex SalesForce instance — some workflows (such as opportunity creation) cannot be accomplished in Scratchpad." — David H., Sales Development Representative, G2
"Weflow's deal signals and warnings help us being on top of pipeline risks." — Jeff Richins, President, Gargle/Membersy — Weflow
Fastest CRM editing UX on the market
Scratchpad's rep-facing editing speed is the single most praised capability across 1,493 G2 reviews at 4.8/5 — and it's earned.
- Grid views, inline editing, and drag-and-drop pipeline boards purpose-built for reps updating Salesforce fields in bulk
- CMD+J command palette lets reps search, create, and update Salesforce records from any browser tab without context-switching
- AI Backfill retroactively generates AI suggestions across multiple historical records in Grid View using past calls and emails
"What takes 2–3 minutes in Salesforce takes 10 seconds in Scratchpad… adds up to a LOT of time saved." — Eric S., Head of Sales & Marketing, G2
When this matters: Your primary problem is rep adoption of Salesforce field updates, and you need the lowest-friction editing layer available.
Zero-friction entry with a free plan and monthly billing
Scratchpad lets individual reps start immediately — no procurement cycle, no budget approval, no minimum seats.
- Free plan with no user minimum and no contract; Solo plan at \~$19/user/mo can be self-funded by a single rep
- Monthly billing available alongside annual options — lower commitment threshold for teams testing before buying
- No admin deployment required; reps install a Chrome extension and start editing
"Scratchpad is the best tool to keep track of your deals/opportunities. I have access to Clari, Gong, Salesforce, and numerous other tools and Scratchpad is continuously the most efficient and easy-to-access tool out there." — Alec Z., Account Executive, Enterprise, G2
When this matters: You're a team lead or individual contributor who needs a better Salesforce editing experience today, without waiting for a vendor evaluation.
Richer note-taking for rep-centric workflows
Scratchpad's notes are purpose-built for reps who live in meeting notes and need them tightly linked to Salesforce records.
- Formatting, templates, images, checkboxes, and drag-and-drop — designed as a primary note-taking surface, not an afterthought
- Direct linking between notes and Salesforce records (Opportunities, Accounts, Contacts)
- Highly rated customer support (#2 positive G2 theme with 24 mentions); product team schedules meetings based on user feedback
"Adopted ScratchPad for note taking but fell in love with the ability to click and join notes to an existing salesforce account or prospect. Can premake templates and load them seconds before a call." — Mathew J., Dir. Sales Engineering, G2
When this matters: Your reps take detailed meeting notes and need a polished, template-driven note experience that syncs context back to Salesforce records.
Choose based on your situation
| Your situation | Better fit | Why |
|---|---|---|
| You're paying for Gong + Clari alongside a CRM editing tool and want to consolidate into one vendor at \~$79/user/mo instead of $300+/user/mo combined | Weflow | Full platform covers activity capture, CI, and forecasting, replaces three contracts with one. |
| You already run Gong + Clari, are happy with both, and just need a faster Salesforce editing layer | Scratchpad | Fills the editing gap without overlapping your existing CI and forecasting investments. |
| Your team is under 10 users, or a single rep wants to adopt a tool today without procurement approval | Scratchpad | Free plan, no user minimum, no contract, monthly billing available; Weflow requires a 10-user minimum and annual billing. |
| You need complete activity data in Salesforce for attribution, board reporting, or replacing Einstein Activity Capture | Weflow | Server-side capture writes emails, meetings, and contacts as native Salesforce Task, Event, and EmailMessage objects with up to 24-month backfill; Scratchpad has no activity capture. |
| Your CRO needs a forecast call backed by pipeline waterfall data and deal-level submissions — not a spreadsheet roll-up from managers | Weflow | AI prediction, automated roll-ups, accuracy tracking, and pipeline analytics are built in; Scratchpad has no forecasting product. |
| You're in a regulated industry (healthcare, financial services) or need EU data residency | Weflow | SOC 2 Type II, HIPAA with BAA, GDPR with Frankfurt residency, zero AI data retention; Scratchpad's HIPAA/GDPR specifics and data residency options aren't publicly confirmed. |
| You have a complex Salesforce instance with heavy validation rules, custom objects, and multi-step workflows | Weflow | Writes to native Salesforce objects respecting validation rules, field dependencies, permissions, and role hierarchy; Scratchpad's overlay model has documented limitations with complex Salesforce workflows. |
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. 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]
"Hands down one of the best inline editing tools ever used. Hours get wasted navigating through CRM fields just to update records. Scratchpad makes it simple: build a view of exact fields, edit directly, work from whatever lens you prefer." — Verified User in Computer Software, G2
"Scratchpad is a one stop shop for 330+ accounts. Everything connected to the CRM is accessible. Used to have 30+ tabs open daily, now barely 5 tabs open." — Chad B., Account Executive, Enterprise, G2
[lim]Limitations[/lim]
"Complex SalesForce instance — some workflows (such as opportunity creation) cannot be accomplished in Scratchpad. The support team was wonderful and worked through troubleshooting." — David H., Sales Development Representative, G2
Feature-by-feature breakdown
| Capability | Weflow | Scratchpad |
|---|---|---|
| Activity Capture | ||
| Email capture to Salesforce | Leader Server-side auto-sync from Gmail and Outlook Emails → native Salesforce Task or EmailMessage No rep action required Runs in background Data persists in Salesforce after uninstall |
N/A Gmail emails viewable in Scratchpad UI No server-side sync to Salesforce as activity records |
| Calendar capture to Salesforce | Leader Meetings → native Salesforce Event (parent Event per meeting, child Events per attendee) One-way or bi-directional sync Server-side background process |
N/A Calendar connection used for scheduling and notetaker triggers No sync of calendar activities to Salesforce |
| Contact auto-creation & OCR | Leader Auto-creates missing Contacts from email/meeting participants Auto-sets Opportunity Contact Role Admin controls: existing-account-only creation, domain exclusions, participant thresholds, orphan rules |
N/A No contact auto-creation capability |
| Activity mapping & attribution | Leader Auto-maps activities to Account, Contact, Lead, Opportunity, Case, and custom objects Multiple email addresses per record Thread-level mapping persistence Opportunity logging rules suppress logging when multiple open Opportunities exist |
N/A No activity mapping No server-side activity data to map |
| Historical backfill | Strong Syncs up to 24 months of past email and calendar activity Batched processing respects Salesforce API limits Optional; does not delete existing data |
N/A No historical activity backfill |
| Conversation Intelligence | ||
| Call recording & transcription | Leader Unlimited recordings via notetaker bot on Zoom, Teams, Google Meet Full video, audio, screen share Searchable timestamped transcripts with individual speaker identification 96+ languages with auto-detection Transcripts → managed-package Weflow Video Recording object in Salesforce No per-hour or usage-based charges |
Good Notetaker bot on Zoom, Teams, Google Meet plus Mac desktop app and Gong sync Transcription available Speaker identification limited to "you" vs. "others" AI processing is credit-based (1–5 credits per prompt run) |
| AI summaries & field updates | Leader 250+ pre-built methodology prompts (MEDDIC, SPICED, BANT) Custom prompts up to 2,000 characters Templates conditional by deal stage and team Summaries auto-sync to Salesforce Event Description AI field updates support 16 field types (short text, currency, date, picklist, multi-select, checkbox, etc.) Manual review or fully automatic mode Unlimited processing |
Good AI call summarization with customizable prompts AI CRM Updates support text, date, numeric, picklist, multi-picklist fields Requires call linked to Account or Opportunity Credit-based processing |
| AI coaching | Leader Qualitative feedback and structured 1–5 scorecards across configurable dimensions Pre-built templates for MEDDIC, MEDDPICC, Challenger Conditional by deal stage Scorecard Insights tracks ratings across users, scorecards, and time |
Basic Instant call coaching with custom AI prompts Structured scorecards, methodology-specific scoring, and scorecard analytics not available |
| Trackers, clips & playlists | Leader Unlimited keyword/phrase trackers with retroactive crawl across historical recordings Analytics by team, rep, time period Shareable clips and playlists for onboarding, objection handling, competitive libraries Timestamped comments with notifications |
N/A Topics/trackers, clips, and playlists not available |
| AI usage model | Leader Unlimited recordings, transcripts, AI summaries, AI field updates, AI coaching Flat-rate pricing with no usage-based charges or caps |
Partial Credit-based AI processing 1–5 credits consumed per prompt run depending on context selection |
| Pipeline & Forecasting | ||
| Pipeline views & inline editing | Strong Table and Kanban layouts Inline and bulk editing Real-time bi-directional Salesforce sync Saveable and shareable templates Create Salesforce tasks, notes, products, and activities from pipeline view Standard and custom Salesforce objects |
N/A No forecasting product |
| Deal signals & scoring | Leader 50+ AI-generated deal risk and momentum signals AI deal health scores (0–100) Configurable warnings: single-threaded deals, no next meeting, inactivity, stage-gating enforcement Signals powered by activity + conversation + CRM data |
N/A No forecasting product |
| Sales forecasting | Leader AI forecast prediction Automated roll-ups across Salesforce role hierarchy or custom hierarchy Deal-by-deal forecast submission with tracked changes Multiple forecast methodologies (new logo, expansion, renewal) Quota management at org/team/individual levels Forecast accuracy tracking (forecasted vs. actual by rep and manager) Standard or custom Salesforce forecast categories |
N/A No forecasting product |
| Pipeline analytics | Leader Waterfall (pipeline flow: in/out, amount changes, close date pushes) Pacing (pipeline development vs. goals with prediction overlays) Coverage (open opportunities by stage vs. quota) Deals at risk Team benchmarks Opportunity snapshots |
N/A No forecasting product |
| Integration & Platform | ||
| Salesforce data model | Leader Activities stored permanently as native Salesforce objects (Task, EmailMessage, Event) Streams via official Salesforce API; never stores Salesforce data Data persists if customer leaves Weflow Managed package: 1 custom object + 3 custom fields for Activity Capture and Deal Intelligence; Weflow Video Recording object for transcripts Respects validation rules, field dependencies, permissions, role hierarchy |
Good Edits write back to Salesforce via bidirectional sync Notes and views live in Scratchpad's application layer Note formatting lost when synced to Salesforce |
| Deployment & admin | Leader Server-side deployment via Google Workspace App or Microsoft Entra ID App No per-rep OAuth Centralized admin console with dynamic user enrollment, multiple configurations per team Setup: 20–45 minutes Automated provisioning Okta SSO/SAML |
Good Chrome Extension plus web app with Salesforce integration and calendar connection Admin console with Role Designer and shared views management SSO/SAML details not specified |
| Security & compliance | Leader SOC 2 Type II HIPAA compliant with BAA available GDPR compliant; HQ in Berlin; Frankfurt data residency CCPA compliant Zero AI data retention Data encryption at rest and in transit Configurable recording consent flows with immediate deletion on opt-out ISO 27001 in progress |
Partial SOC 2 Type II HQ in San Francisco HIPAA status, GDPR specifics, data residency options, and AI data retention policy not specified |
Frequently asked questions
Can I trial Weflow in a Salesforce sandbox before touching production data?
Yes, Weflow trials run against either production or sandbox environments. Setup requires a Salesforce admin plus a Google Workspace or Microsoft/Outlook admin. The install includes a managed package (1 custom object, 3 custom fields), an optional integration user, and a central permission grant. Typical setup takes 20–45 minutes.
Will the historical backfill overwrite or delete activities already in Salesforce?
No. Historical sync is opt-in (up to 24 months) and fills gaps; it doesn't touch, replace, or delete existing Task, Event, or EmailMessage records. You control the backfill window, and Weflow processes it in batches that respect Salesforce API limits.
What happens to my data if I cancel Weflow?
All captured activities are native Salesforce objects — Task, EmailMessage, Event — and stay in Salesforce permanently. Weflow never stores Salesforce data itself. Notes synced to records and AI field updates also persist. Only unlinked private notes and Weflow-layer configurations (views, templates, enrollment rules) are lost.
We already run Outreach/Salesloft; won't Weflow double-log activities?
No. Weflow's compatibility mode deduplicates activity logging when Outreach, Salesloft, or Apollo are already capturing sequence-driven emails and calls. You get complete activity coverage across both sequenced and non-sequenced interactions without duplicates in Salesforce.
Do I have to buy the full $79/user/mo platform, or can I start smaller?
Weflow is modular. Start with Activity Capture at $19/user/mo, add CI at the $49/user/mo bundle, then expand to the full platform at $79/user/mo. Modules layer on with no re-implementation — same managed package, same admin console. All tiers require a 10-user minimum and annual billing.
How does Weflow handle recording consent for GDPR and CCPA?
Weflow supports configurable consent flows — opt-in or opt-out — aligned with GDPR and CCPA requirements. If a participant opts out or requests data removal, Weflow triggers immediate permanent deletion of that recording data. AI providers retain zero Weflow data. Frankfurt data residency is available for EU requirements.
Is Weflow's pipeline editing UX as fast as Scratchpad's for reps who just need to update fields quickly?
Weflow offers table and Kanban views with real-time bidirectional Salesforce sync and inline editing, but it isn't trying to out Scratchpad on pure editing speed. The tradeoff: Weflow's server-side activity capture eliminates a large share of the manual updates reps would otherwise need to make, so there's less to edit in the first place.
Is there a migration path from Scratchpad to Weflow for notes, views, and AI history?
No formal Scratchpad-to-Weflow migration tool exists today. Notes you've already synced from Scratchpad to Salesforce remain in Salesforce — Weflow reads them like any other Salesforce data. Scratchpad-layer data (custom views, private notes, AI call history) won't transfer. Weflow's 24-month historical activity backfill and retroactive topic crawl across past recordings help rebuild context quickly after switching.
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