Deal hygiene

Guide reps to deal hygiene with efficient workflows and templates

Get reliable CRM data by simplifying Salesforce updates and automating activity tracking.

Get a demo
Trusted by RevOps & CROs in fast-growing companies
The Problem

If your deal hygiene is bad,
your forecasts and reports are off.

Poor visibility
Inaccurate forecasts
Incorrect metrics & reports
The Solution
Deal hygiene

Update Salesforce with a fast, spreadsheet-like experience

In-line and bulk edit Salesforce records with powerful pipeline views. Access and update records from anywhere with Weflow’s Chrome Extension. Always in sync with Salesforce.

Get a demo
Deal hygiene

Create views and templates to guide reps to process compliance

From deal overviews to MEDDIC, SPICED or any other qualification framework - simply set up and assign template to user profiles.

Get a demo
Deal hygiene

Configure warnings and signals to nudge reps toward deal hygiene

Surface 50+ deal warnings such as single threading or no next meeting scheduled. Add custom warnings based on any Salesforce field. Automatically send email alerts and reminders so your reps can take action.

Get a demo
Deal hygiene

Auto-capture emails, meetings, and contact data

Weflow attributes your activities to the right Salesforce objects to give you clean and reliable data. Permanently stored in Salesforce so you can report on them. Works with Google Workspace and Microsoft 365.

Learn more
Customers

What B2B revenue teams say

RevOps
Chris MacKinnon
VP Revenue Operations
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Executive
Andreas Bodczek
CEO @ IDnow
"Weflow gives us better visibility and predictability of our business."
Sales leader
Ben 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.”
Features

Deal hygiene features at a glance

Fast Salesforce updates

In-line and bulk edit Salesforce records with Weflow’s spreadsheet-like web app or Chrome Extension.

Templates

Create pipeline view and deal sidebar templates. Assign them to different user roles.

Deal sidebar

Deal insights, activities, and more. Just one click to get perfect dealvisibility with Weflow's sidebar.

Deal signals

Use 50+ deal signals to track deal health. Configure alerts so reps and managers can take action.

Customizable views

Slice and dice your pipeline with custom filters, group-by logic, and deal signals for perfect overviews.

Deal health score

Auto-calculate health scores from 0 to 100 for each deal in your pipeline. See potential risks early on.

Configurable deal alerts

Configure alerts based on any field or signal so reps and managers can take action.

Activity capture

Auto-capture emails, meetings, and contact data from Google Workspace or Microsoft 365.

Integration

Plug-and-play Salesforce integration to get started in minutes, not weeks

Real-time, two-way Salesforce integration (SSO)
Respects your custom Salesforce logic out-of-the-box
Maps your Salesforce fields automatically
Read documentation
Weflow AI

AI agents doing the busywork while your team sells.

AI Notetaker

Records, transcribes, and summarizes meetings so your reps can focus on selling.
Learn more

AI Field Updater

Updates Salesforce fields like MEDDIC, next steps, and more from meeting recordings.
Learn more

AI Email Composer

Writes follow-up emails after meetings so reps can get them out faster.
Learn more

AI Coach

Analyzes recordings and gives feedback to help your reps run better sales meetings.
Learn more

AI Deal Reviewer

Analyzes deals and provides insights into deal progression and risks.
Learn more

AI Deal Predictor

Analyzes deals and predicts the outcome so you improve forecast accuracy.
Learn more

AI Deal Monitor

Surfaces deal risks and warnings so your team can take action.
Learn more

AI Activity Mapper

Captures and maps emails, meetings, and contacts to the right Salesforce record.
Learn more

AI Forecast Projector

Analyzes deal and pipeline health to forecast outcomes.
Learn more

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.

Get free trial

Trusted by top-performing revenue teams