Deal Management & Insights

Close more deals, faster

Understand deal health, risks, and suggested actions to increase win rate & quota attainment.

Loved by RevOps, revenue leaders, and reps alike

Loosing winnable deals?

Facing too many slipped or stalled deals? Missing insights to understand deal velocity, risks, and next steps?

Use Weflow to inspect deal velocity with signals, scores, and warnings, configure deal alerts to trigger actions, and increase efficiency with faster updates & inspections.

Identify deals at risk

Inspect deal health with Weflow's deal signals, health scores, and warnings.

Configure deal alerts

Configure deal alerts based on Weflow's proprietary deal signals and any Salesforce field so reps and managers take action.

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Spend more time selling

Increase efficiency with faster Salesforce updates & inspections.

Deal management & insight features at a glance

Editable deal grid

Make in-line and bulk edits, synced to Salesforce automatically.

Customizable views

Configure custom view with filters, Salesforce fields, and Weflow's deal signals.

Deal signals

Use dozens of Weflow's deals signals to understand deal health, and configure alerts.

Deal sidebar

See deal insights, activity timeline, related objects, chat, and quick actions in Weflow's deal sidebar.

Deal insights

Track deal metrics, velocity (emails sent/received, meetings, files, and more), and buyer roles to understand deal health.

Configurable deal alerts

Configure deal alerts based on deal signals, activities and any other Salesforce fields to alert reps & managers to take action.

Deal Health Score

Auto-calculate health scores from 0 to 100 for each deal in your pipeline. See what's going well, risks, and suggested actions.

Field change indicators

See field changes for amount, close date, etc. in custom grid views.

Loved by top-performing revenue teams

Benjamin Beivers

CRO, Remerge

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.

Stephan Novalchuk

Revenue Operations Manager, Preply

Weflow enables users to swiftly manage their pipeline with ease, and much more.

Ian Unsworth

Business Development Manager, MindsDB

I save so much time using Weflow rather than Salesforce directly.

Rated #1 for Quality of Support

Sales Performance Management report,
Enterprise, Spring 2023

Rated #1 for Ease of Use

Sales Performance Management report,
Mid-Market, Winter 2023

Chris Mackinnon

VP of Revenue Operations, Zeotap

We have much better visibility as a management team, our current quarter forecast is always up-to-date, and we are now tracking sales emails and activities a lot better.

Andreas Bodczek

CEO, IDnow

We improved our forecasting accuracy because Weflow syncs pipeline updates from our reps automatically.

Robert Anders

VP, Cremanski & Company

Must-have for every sales tech stack.

Rayson Chia

Revenue Operations Manager, Zeotap

We’ve been using it for a few months now and the AEs absolutely love it.

Marc Ahr

CSO, Bendesk

Spend less time doing (annoying) data entry into Salesforce and be on top of opportunities/tasks to win more deals.

Rated #2 for Ease of Setup

Sales Performance Management report,
Spring 2023

Kole Stanley

Expansion Account Executive, Podium

With Weflow, I close more deals efficiently.

Respects your custom Salesforce setup

Our deep, API-first Salesforce integration respects your custom logic automatically so you can continue to customize your instance.

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  • Custom fields & objects
  • Field dependencies
  • Validation rules
  • Permissions
  • Flows

#1 for Ease of Use in Sales Performance Management report (G2)