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.
Terret (formerly BoostUp) layers AI-driven forecasting, conversation intelligence, and a fleet of 20+ revenue agents on top of your existing CRM data—purpose-built for complex revenue models including consumption-based, PLG, and multi-product expansion.
- Real time, bi-directional Salesforce sync
- SOC 2 Type II certified
- 30–45 minute technical setup, 1–3 week time-to-value
"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]
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Pricing at a glance
Weflow publishes per-seat pricing with no platform or implementation fees; Terret doesn't publish pricing and is assigned the maximum cost tier on G2.
| Weflow | Terret (formerly BoostUp) | |
|---|---|---|
| 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) |
Not published; G2 assigns max '$$$$$' tier. Depending on team size and use case, BoostUp is commonly described as sitting in the \~100k–200k+ USD per year range for scaling SaaS/RevOps teams, similar in order of magnitude to Clari and Aviso |
| Platform fee | None | N/A |
| Implementation fee | None | N/A |
| Free trial | 14-day full-platform trial with guided onboarding | N/A |
No usage-based charges. Conversation Intelligence includes unlimited recordings, transcripts, and AI processing.
Cost example: 50-user full Revenue AI platform deployment at $47,400/year at Weflow list price.
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 · Case Study
Weflow
Weflow starts upstream: it captures activity data into native Salesforce objects, records and transcribes calls, writes structured conversation data into CRM fields, then forecasts on that enriched dataset. The platform is Salesforce-only, modular, and priced per seat with no platform fees.
Terret
(formerly BoostUp): Terret starts at the intelligence layer: it reads your CRM, billing, and data warehouse data, then applies AI agents across forecasting, deal execution, mutual action plans, CS handoffs, and pipeline generation. It does not capture emails or meetings into your CRM, it analyzes what's already there. Terret is CRM-agnostic, supports consumption and PLG revenue models, and is quote-based.
Where Weflow wins
Pipeline inspection and deal management built for Salesforce workflows
Spreadsheet-like inline editing across Opportunities, Accounts, and custom objects—with deal signals that flag risk before the forecast call.
- Inline and bulk editing in table and Kanban views; filters on any Salesforce field including related parent/child records
- Admin-managed views with tabs, grouping, and sorting—shared across teams or scoped by role hierarchy
- 50+ deal signals: multi-threading gaps, no next meeting scheduled, closed date pushed, inactive 14+ days, stage duration exceeded
- Admin-configurable warnings and hard stage-gating enforcement tied to Salesforce fields, activity data, and Weflow signals
- Opportunity snapshots track field-level changes over time for pipeline movement analysis
"We use Weflow to spot deals at risk in our deal reviews. It's easy to create pipeline reports and inspect deal health with signals, insights, and warnings." — Gilles Granger, Senior VP Business Development EMEA, Flyability — Weflow
When this matters: Your weekly pipeline review depends on reps keeping Opportunity fields current, and you need stage-gating that actually blocks progression when qualification criteria aren't met.
Activity data that lives in native Salesforce objects
Emails write into Salesforce Task or EmailMessage. Meetings write into Event. Data stays in Salesforce if you stop using Weflow.
- Server-side sync from Google Workspace or Microsoft 365—no per-rep OAuth, no rep behavior change required
- Auto-creates missing Contacts, auto-sets Opportunity Contact Roles, supports up to 24 months of historical backfill
- Compatibility mode deduplicates with Outreach, Salesloft, and Apollo to prevent double-logging
- All captured data is queryable via standard Salesforce reporting and can power Flows, automations, and external BI tools
"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: Board reporting and downstream automations depend on Salesforce being the system of record for Tasks, Events, and email history—not a vendor's proprietary data store.
Methodology enforcement with stage-gating and AI scoring
Stage entry/exit templates, conditional scorecards, and hard enforcement—not just risk labels.
- Admin-configurable stage entry/exit templates tied to Salesforce fields + activity data + Weflow signals
- AI coaching scorecards (1–5 ratings) aligned to MEDDIC, MEDDPICC, Challenger, BANT, SPICED—conditionally applied by deal stage or team
- Scorecard Insights track ratings across users and over time for manager visibility
- 250+ pre-built AI prompts with custom prompts up to 2,000 characters; prompts map outputs to standard or custom Salesforce objects
When this matters: You've rolled out MEDDIC or SPICED and need more than a checkbox—you need enforcement that blocks stage progression and scoring that tracks adoption over time.
Forecasting grounded in Salesforce-accurate pipeline data
Bottom-up submissions, weighted projections, and AI-based predictions—all built on activity-enriched Salesforce data.
- Three forecasting methodologies: deal-by-deal rep submissions, weighted pipeline, and AI-based predictions
- Roll-ups by team, segment, or custom hierarchy with pipeline analytics and coverage ratios
- Forecast accuracy tracking over time—compare submitted forecasts against actuals by period and team
"With Weflow, we forecast within 7% by week 4 of the quarter." — Tibor Stefán, Chief Revenue Officer, Zeotap — Weflow
When this matters: Your forecast accuracy suffers because the underlying pipeline data is incomplete or stale—and you need the activity capture layer and the forecast layer in the same system.
Consumption-based and PLG revenue forecasting
Terret explicitly supports forecasting for usage-based, credit-based, and product-led revenue models—not just seat-based SaaS.
- Forecasts by usage, credits, API calls, and token consumption with direct data warehouse integration
- PLG module monitors product engagement, identifies conversion-ready users, and connects usage signals with sales activities
- International currency and custom fiscal calendar support in forecasting roll-ups
When this matters: Your revenue model includes consumption, usage-based pricing, or a PLG motion where product engagement data drives the forecast—not just Opportunity stages.
Broader AI agent fleet across sales, CS, and RevOps
Terret's Virtual Revenue Fleet includes 20+ named agents spanning more workflows than Weflow's nine.
- Named agents: Meeting Briefer, Agenda Planner, Mutual Action Plan Builder, Sales to CS Coordinator, Presentation Creator, Account Researcher, Expansion Coach, and more
- Agents span sales, customer success, and RevOps use cases in a single platform
- Per-participant sentiment scoring with associated comments on call recordings
When this matters: You want AI-generated outputs across a wider range of revenue workflows—account research, CS handoffs, mutual action plans—from a single vendor.
Wider video-platform support and transcript ingestion
Terret supports more recording platforms and can ingest transcripts from existing CI tools.
- Records from Zoom, Microsoft Teams, WebEx, and GoTo
- Ingests transcripts from Gong or Chorus—useful for hybrid CI deployments or mid-migration orgs
When this matters: Your org uses WebEx or GoTo for customer calls, or you're running Gong alongside a forecasting tool and need transcript ingestion without re-recording.
Choose based on your situation
| Your situation | Better fit | Why |
|---|---|---|
| Salesforce-only org (50+ users) where CRM data accuracy is the primary pain | Weflow | Activities write into native Salesforce Task, Event, and EmailMessage objects—data persists if you leave Weflow. |
| Budget under $100K/year for 50+ users and you need activity capture + forecasting | Weflow | Full platform = $47,400/year for 50 users at list; Terret is estimated at $100K–$200K for comparable coverage. |
| You use Outreach, Salesloft, or Apollo and worry about duplicate activity logging in Salesforce | Weflow | Compatibility mode deduplicates automatically. |
| Revenue model includes consumption, usage-based, or PLG revenue streams | Terret(formerly BoostUp) | Purpose-built for forecasting by usage, credits, API calls, and token consumption with direct warehouse integration—Weflow doesn't support consumption-based forecasting. |
| You need AI-driven workflows across both Sales and Customer Success from one vendor | Terret(formerly BoostUp) | 20+ agents spanning CS handoffs, account research, mutual action plans, and expansion coaching; Weflow's nine agents focus on the sales workflow only. |
| You're keeping Gong but want a forecasting layer that ingests Gong transcripts natively | Terret(formerly BoostUp) | Terret ingests transcripts from Gong and Chorus; Weflow generates its own transcripts and does not ingest third-party recordings. |
What customers say
What Weflow users say
[str]Strength[/str]
"Using Weflow, we increased our win rate by 12% and see a forecast accuracy of 92%. Plus, we now can trust our Salesforce data." — Chris Mackinnon, VP Revenue Operations, Zeotap — Weflow
"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 — G2
[str]Strength[/str]
"I love using Boost up. It has some amazing native features that make working with it so simple. It's ability to customise your views for your organisation is a game changer though. I feel like there is not one issue that we haven't been able to fully solve. A stand out is RevBI. I love having the ability to create dashboards in the tool itself." — Leandra L., Sales Support, Systems — G2
"BoostUp has significantly improved the accuracy of my forecasts. By providing a centralized location to update all my opportunities, I've saved a considerable amount of time. I can quickly add notes, update the opportunity stage, set close dates, and adjust forecast values with ease. Since incorporating BoostUp into our processes, my percentage of closed business has increased by 30%." — Brenden M., Account Executive — G2
[lim]Limitations[/lim]
"Certain forecasting options are not as accurate as we would hope, which unfortunately results in additional effort on our end. These limitations mean that we often need to invest extra time in manually adjusting or verifying data to achieve a reliable forecast." — Ronny B., Senior Enterprise Account Executive — G2
"I wish there were more robust in-line editing fields that could pipe back into Salesforce. Would be nice to make updates in Boostup reports such as Stage and ACV." — Brianna H., Customer Success Manager — G2
Feature-by-feature breakdown
| Capability | Weflow | Terret (formerly BoostUp) |
|---|---|---|
| Conversation Intelligence | ||
| Recording & transcription | Leader Records Zoom, Teams, Google Meet (video, audio, screen share) 98-language transcription with auto-detection and speaker identification Searchable timestamped transcripts → Salesforce via managed-package custom object (Weflow Video Recording) |
Strong · Records Zoom, Teams, WebEx, GoTo · Automatic transcription with topic indexing · Ingests transcripts from Gong and Chorus for hybrid CI deployments |
| AI summaries & custom prompts | Leader 250–350+ prompt library Custom prompts up to 2,000 characters Multiple summary variants per meeting Conditional application by deal stage Summaries auto-sync to Salesforce Event Description |
Good · Automatic summarization · Sales Process Agent updates sales motions based on meeting content · Prompt library depth and per-stage configuration not detailed |
| AI field updates from conversations | Leader Extracts structured data → any standard or custom Salesforce field (except lookups) 15+ field types: text, picklist, multi-select, number, currency, date, checkbox, URL, phone, geolocation Side-by-side review of suggested vs. current values Manual review or fully automatic mode |
Partial Sales Process Updater Agent "updates sales process based on call details" |
| Coaching & scoring | Leader Methodology-aligned scorecards (MEDDIC, MEDDPICC, Challenger, etc.) with 1–5 ratings and qualitative feedback Conditional use by deal stage Scorecard Insights tracks ratings across users, scorecards, and time periods |
Strong Per-participant sentiment analysis with associated comments Performance dashboards and rep effectiveness metrics |
| Conversation analytics & sharing | Strong Talk ratio, monologue length, interactivity, responsiveness tracking, leaderboards, downloadable reports Unlimited trackers with historical retroactive crawl Clips, playlists, timestamped comments, emoji reactions, sharing workflows |
Strong Key-term tracking, topic indexing, clips/snippets sharing |
| Video platform support | Strong Zoom, Microsoft Teams, Google Meet |
Leader Zoom, Microsoft Teams, WebEx, GoTo |
| Pipeline & Forecasting | ||
| Pipeline management & editing | Leader Spreadsheet-like inline and bulk editing with real-time bi-directional Salesforce sync Table and Kanban views Tabs, saved configurations, grouping, sorting, row-height options, quick filters, custom filters on any Salesforce field (including related parent/child records) Admin-managed views by profile |
Good · Pipeline views with CRM read/write access · Customizable RevBI dashboards · G2 reviewers note limited inline editing that doesn't write back to Salesforce for all field types |
| Deal intelligence & warnings | Leader AI deal health scores (0–100) with risk factors and suggested actions 50+ signals: multi-threading, next meeting scheduled, closed date pushed, inactive 14+ days Admin-configurable warnings based on Salesforce fields, activity data, and Weflow signals Stage-gating enforcement Contact insights with stakeholder engagement and multi-threading visibility |
Strong Deal risk scoring and outcome projections Activity and engagement visibility Machine Forecast assesses deal health as part of rollup |
| Forecasting methods | Strong Bottom-up, dynamic-weighted, and AI prediction (factoring seasonality) Deal-by-deal submission with tracked changes Week-on-week and month-on-month change tracking Roll-ups across Salesforce role hierarchy or custom hierarchy New-logo, expansion, and renewal methodologies Quota management at org/team/individual levels with monthly auto-distribution |
Leader Machine Forecast blending AI with human judgment Automated roll-ups through multiple hierarchies (sales team, account, product, feature) Consumption/usage-based forecasting (usage, credits, API calls, token consumption) PLG motion monitoring with product engagement and conversion tracking International currency and custom fiscal calendar support |
| In-platform analytics & dashboards | Good · Pipeline waterfall, pacing, coverage, deals-at-risk, team benchmarks, opportunity snapshots · Activity data also reportable via native Salesforce reporting, Power BI, or Looker | Leader · RevBI engine for building and maintaining dashboards within Terret · G2 reviewers consistently cite dashboard customization as a top strength · No external BI dependency for standard revenue reporting |
| AI agents | ||
| Agent breadth | Good · 9 purpose-built agents: AI Notetaker, Field Updater, Email Composer, Coach, Deal Reviewer, Deal Predictor, Deal Monitor, Activity Mapper, Forecast Projector | Leader · Virtual Revenue Fleet with 20+ named agents spanning sales, CS, and RevOps · Pipeline Builder, Sales Process Agent, Mutual Action Planner, Machine Forecast, Terret GPT, Meeting Briefer, Meeting Advisor, Agenda Planner, Sales-to-CS Coordinator, Account Researcher, Expansion Coach, Presentation Creator |
| Conversational AI assistant | Leader · Ask Weflow AI queries CRM, activity, and conversation data · Combines up to 10 pipeline views and 2,000 records per chat · Accepts PDFs, images, CSVs, web search | Strong · Terret GPT answers ad hoc questions across deals, objections, and forecast risks |
| Integration & Platform | ||
| CRM integration architecture | Strong Real-time bi-directional API sync to Salesforce Respects validation rules, field dependencies, permissions, role hierarchy Activities stored in native Salesforce objects (Task, EmailMessage, Event)—data persists if customer leaves Weflow Managed package: one custom object, small custom-field footprint |
Strong · CRM-agnostic — Salesforce and HubSpot · Connects to data warehouses and billing systems for consumption data |
| Deployment & administration | Leader Centralized deployment via Google Workspace admin app or Microsoft Entra ID Dynamic user enrollment Self-service admin console for team configurations, AI templates, warnings, forecasts, quotas, permissions 30–45 minute technical setup 1–3 week time-to-value 14-day free trial |
Partial CI setup described as "minutes" G2 reports \~2 months average implementation and \~11 months average time to ROI Admin self-service capabilities not detailed |
| Reporting & downstream automation | Leader Native Salesforce object storage enables standard Salesforce reporting, Flows, automations, data warehouse exports, Power BI, Looker without additional integration Opportunity snapshots power waterfall, pacing, pipeline coverage, deals-at-risk reporting, team benchmarks |
Good RevBI in-tool dashboards praised by users |
| Security & compliance | Leader SOC 2 Type II, HIPAA with BAA, GDPR, CCPA Zero AI data retention Encrypted at rest and in transit SSO/SAML with Okta Frankfurt (EU) or US data residency Configurable consent flows with immediate deletion on opt-out ISO 27001 in progress |
Leader SOC 2, GDPR, CCPA stated North America and Europe datacenter availability |
Frequently asked questions
Can I use Weflow's activity data in Salesforce reports, Flows, and external BI tools?
Yes—because activities write to native Salesforce objects (Task, EmailMessage, Event), they're immediately available in standard Salesforce reporting, Flows, Process Builder automations, and exports to Power BI, Looker, or any data warehouse. No additional connector or middleware required.
Can I trial Weflow in a Salesforce sandbox before connecting production?
Yes. Weflow trials run in either production or sandbox environments, so you can validate the integration, test field mappings, and review AI templates without touching live data. The 14-day trial includes guided onboarding at no cost.
What data can Ask Weflow AI access, and are there guardrails?
Ask Weflow AI only sees data the user is already permitted to access in Salesforce. In pipeline mode it can process up to 10 linked views and 2,000 records, but only from columns visible in that view. It also accepts PDFs, images, CSVs, and web search as inputs—but never surfaces data outside the user's Salesforce permission set.
How does Weflow handle call-recording consent and GDPR compliance?
Weflow supports configurable consent flows: pre-meeting opt-in/opt-out emails for Teams and in-call opt-out that triggers immediate, permanent deletion of all recording data. Combined with Frankfurt (EU) data residency, SOC 2 Type II, zero AI data retention, and HIPAA BAA availability, this is built for European and compliance-sensitive orgs.
What does Weflow NOT do? Where would I still need another tool?
Weflow doesn't offer sequencing/cadences, a dialer, outbound email blasts, scheduling pages, lead routing, or SMS capture. If you need those, you'll keep your engagement platform (Outreach, Salesloft, Apollo) alongside Weflow—compatibility mode ensures no duplicate logging in Salesforce. Weflow also doesn't provide live in-call coaching or AI role-play training.
If I already use Gong for conversation intelligence, can I buy just the parts of Weflow I need?
Yes. Weflow sells three standalone products: Activity Capture ($19/user/mo), Conversation Intelligence ($39/user/mo), and Deal Intelligence & Forecasting ($39/user/mo). Buy Activity Capture + Deal Intelligence only, skip CI, and avoid paying for overlapping recording and transcription. Unlimited free view-only licenses let managers and execs access pipeline dashboards and forecasts at no additional cost.
Can Weflow fully replace Terret's forecasting for a standard SaaS revenue model?
For new-logo, expansion, and renewal forecasting on Salesforce—yes. Weflow covers bottom-up submissions, dynamic-weighted projections, AI predictions, quota management, and roll-ups across role or custom hierarchy. Where it can't replace Terret: consumption-based, usage-based, or PLG revenue forecasting. If your revenue model depends on usage, credits, or product-led conversion signals, Terret has a genuine edge.
What does migration from Terret to Weflow look like?
Weflow's Activity Capture backfills up to 24 months of historical email and calendar data into native Salesforce objects, so you rebuild your activity baseline without manual data migration. Pipeline views, forecasts, and AI templates are configured during guided onboarding (included free). Expect one to three weeks to full operational value.
Are there limits on AI field-update templates I should plan for?
Weflow recommends keeping AI field-update templates to 10 fields or fewer for usability, with field prompts up to 500 characters each. Custom prompts for other AI features support up to 2,000 characters. No per-use charges—AI processing is unlimited on all plans.
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