Start with Weflow for free

No credit card required. Get started in less than 1 minute

Starter

For individuals and small teams
up to 5 users

$0

Free & unlimited forever
SFDC productivity essentials
Fast Pipeline updates
Intuitive notepad synced with Salesforce
Minimalistic task manager synced with Salesforce
Search/ create Salesforce records
Intuitive activity timeline
Chrome extension
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Business

For revenue teams up to 100 members with advanced needs

$25

User / month (billed annually)
Everything in Starter, plus...
Advanced Pipeline features
Note templates incl. SFDC fields
Deal Signals to convert your pipeline
Personalized onboarding
Field Set templates for teams (BANT, MEDDIC, MEDPIC, etc.)
Chrome extension
Thank you! Your submission has been received!
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Enterprise

For large revenue teams with advanced insights needs

Custom

Pricing
Everything in Business, plus...
Custom Salesforce Objects
Assigned CSM
Pipeline Insights
Okta/ SCIM for provisioning
Workflow audit & sales methodologies implementation (BANT, MEDDIC, MEDPICC, etc.)
Chrome extension
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Starter

For individuals and small teams
up to 5 users

$0

Free & unlimited forever
SFDC productivity essentials
Fast Pipeline updates
Intuitive notepad synced with Salesforce
Minimalistic task manager synced with Salesforce
Search/ create Salesforce records
Intuitive activity timeline
Chrome extension
Get started

Business

For revenue teams up to 100 members with advanced needs

$30

User / month (billed monthly)
Everything in Starter, plus...
Advanced Pipeline features
Note templates incl. SFDC fields
Deal Signals to convert your pipeline
Personalized onboarding
Field Set templates for teams (BANT, MEDDIC, MEDPIC, etc.)
Chrome extension
Talk to Sales

Enterprise

For large revenue teams with advanced insights needs

Custom

Pricing
Everything in Business, plus...
Custom Salesforce Objects
Assigned CSM
Pipeline Insights
Okta/ SCIM for provisioning
Workflow audit & sales methodologies implementation (BANT, MEDDIC, MEDPICC, etc.)
Chrome extension
Talk to Sales
Compare features side-by-side

Spend more time selling, less time doing Salesforce busywork

Fast setup

Get started in < 1 minute. No credit card required. No account setup necessary. Use our forever free plan to get familiar with Weflow.

Enterprise-grade security

Weflow doesn’t store Salesforce data on our servers. Bank-grade encryption. Salesforce SSO
(with 2FA).

See our security page

Easy adoption

Simply sign-in with your Salesforce account to get started. Weflow product design is based on known UX principles familiar in spreadsheets, docs, browser to make adoption easy, fast & fun.

Compare our plans side-by-side

SFDC Productivity Essentials

Starter

Business

Enterprise

Notes

Pipeline

Activity timeline

Tasks

Search Salesforce records

Create Salesforce records

SFDC Productivity Essentials

Pipeline

Starter

Business

Enterprise

Table view (Opportunity, Leads, Accounts & Contacts)

Kanban view

Custom & pinned views

3

Filters

Field Set Templates (BANT, MEDDIC, etc.)

1

Salesforce custom objects

Shared Pipeline views

Field change history

180 days

365 days

Related Products

Notes

Starter

Business

Enterprise

Notes linked to Salesforce

100

Note templates for teams

1

Sync Salesforce fields from Notes

1

Call recording

Recording transcript

Note history

90 days

180 days

365 days

Tasks

Starter

Business

Enterprise

Tasks linked to Salesforce

Tasks module in Panel

Advanced tasks (Priority, Commenting)

Integrations

Starter

Business

Enterprise

Salesforce

Google Workspace

Chrome

Okta/SCIM for provisioning

Support

Starter

Business

Enterprise

Email support

Priority support

Personlized onboarding

Workflow audit

Sales methodologies setup

Assigned CSM

Team training

Admin Center

Starter

Business

Enterprise

Custom Branding

User Management

User Roles

Usage Statistics

Security

Starter

Business

Enterprise

Salesforce data stays in Salesforce

Salesforce SSO

GDPR Compliant

CCPA Compliant

"I was blown away by the amount of time I now have outside of Salesforce. I go in, get my accounts updated and get back to work. No more clicking around SFDC to log information and wasting my time! Thanks Weflow!"

Charlotte Vaquier
·
Account Executive at Remerge

"Weflow gives us better pipeline visibility which helps maintain high close rates throughout our sales process inside Salesforce vs what we'd get without it. 5/5!"

Ben Beivers
·
Chief Revenue Officer at Remerge

"We're taking better revenue decisions because of the clean and reliable customer data inside Salesforce now."

Andreas Bodczek
·
CEO at IDnow

"With Weflow, our team is getting full customer data inside Salesforce during handovers. That's helping us level up our customer relationships!"

Judith Elsen
·
Head of Customer Success at Foursource

"Everyone on our sales team happily uses Weflow which ensures all data is recorded timely inside SFDC. That alone resolves majority of our data quality issues!"

Christian Eggert
·
CEO & Co-founder at Back

Frequently asked questions

Is Weflow really free?

Absolutely. Teams of up to 5 people can use Weflow for free.

Does setup really take less than 1 minute?

Yes! Simply sign-up with your Salesforce account to get started.

How much time will I save?

On average, Account Executives save between 3-6 hours per week updating Salesforce. Key time savers are pipeline updates, syncing notes, finding information, and creating records in Salesforce.

How secure is my Salesforce data with a Weflow?

Weflow doesn’t store any CRM data on our own servers. We utilize bank-grade encryption. The only way to access Weflow is with your Salesforce credentials via single-sign-on, support with 2FA.

What are note templates?

In the Business and Enterprise plan, you can create note templates (e.g. Discovery/ Qualification templates) to streamline note taking across your sales org and improve your data hygiene. Combine templates with SFDC fields to allow your reps to write into the Salesforce database instead of just adding a “note” to an opportunity to further improve data hygiene.

What are Field Set templates?

Use Field Sets to implement sales methodologies such as BANT, MEDPICC, MEDDIC, etc. to level up your data hygiene, reporting and forecasting capabilities.

Which Salesforce Editions are supported?

Weflow supports the following Editions:
- Enterprise
- Unlimited
- Professional (Web Services API is required as add on)

More questions?

Please contact us via support@getweflow.com

Not sure which plan is the right one for you?

Talk to Sales