Mobile Copilot

Record and sync in-person conversations to Salesforce.

Weflow’s mobile app lets you capture field meetings and uses AI to auto-update Salesforce.

Record in-person meetings

Get instant AI meeting summaries

Auto-sync summaries and field updates to Salesforce

Trusted by RevOps & CROs in 200+ fast-growing companies

What you can do with Mobile Copilot:

1

Record in-person meetings and voice notes with Weflow's mobile app.

Make it easy for field reps to capture conversations with their mobile phone.

  • Easily record conversations and voice notes
  • Connect to Outlook/Google Calendar for 1-click recordings
  • On-device recordings for highest reliability

96%

of MEDDIC fields populated in Salesforce

99%

of customer interactions captured Salesforce

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2

Auto-sync AI summaries, transcripts, and field updates to Salesforce.

Automate Salesforce data entry with AI to improve field rep productivity and CRM data hygiene.

  • Use 250+ pre-built or create custom AI summary prompts
  • Auto-update CRM fields and log activities with one click
  • Works with all objects and field types (picklist, amount, ...)

+24%

win rate using AI deal insights

-60%

slipped deals using AI deal warnings

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3

Ask Weflow AI anything about your field sales team and conversations.
Get instant answers and insights.

No more digging through CRM data. Just ask Weflow AI to give you the field sales insights you need.

  • Understand why you win or lose deals
  • See how you stack up against competitors
  • Analyze objections and how to handle them

93%

forecast accuracy running by combining

99%

of customer interactions captured Salesforce

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Use Cases

How Field Teams use Mobile Copilot

Record In-Person Meetings

Easily record every field meeting and conversation with your phone.

Auto-Update Salesforce

Automate Salesforce data entry with AI to improve field rep productivity.

Pre-Meeting Briefs

Get key context before every meeting so you walk in prepared and focused.

AI Summaries

Weflow turn conversations into clear, concise meeting summaries.

Multi-Speaker Detection

Weflow identifies who said what for more accurate notes and coaching.

Transcripts

Access full conversation transcripts. Supports 98 auto-detected languages.

Ask Weflow AI

Ask any question across your Salesforce data, meetings, emails, and more.

AI Coaching Scorecards

Weflow scores every meeting based on your methodology (like MEDDIC).

Team Insights

Compare team members and coach them to top performers.

Security

Security on enterprise level

SOC 2 Type II
GDPR
CCPA
HIPAA
Zero AI data retention

Try before you buy

We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.

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Trusted by top-performing revenue teams