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Free reps from time-consuming Salesforce updates
Automate deal hygiene to improve visibility and actionability.
- AI Field Updater auto-updates Salesforce fields like MEDDIC
- AI Notetaker summarizes and logs meetings in Salesforce
- AI Activity Mapper auto-captures all activities in Salesforce
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AI agents doing the busywork while your team sells.
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What B2B revenue teams say
Deal Intelligence 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.
Pipeline changes
Understand how your pipeline has changed across previous time periods with waterfall charts. Filter by rep, team, record type, or any other Salesforce field.
Pipeline pacing
Track how your current pipeline is pacing against your monthly, quarterly, and annual goals.
Performance benchmarks
Track performance by comparing metrics by reps, teams, territories, and more.
2-way Salesforce integration
Or real-time, two-way Salesforce integration respects your entire Salesforce logic (validation rules, etc.) out-of-the-box.
See Weflow's Deal Intelligence in action
Start the self-guided tour to explore Weflow.
The best Salesforce Pipeline Management alternative
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