Deal reviews

Assess deal health with AI insights and clean CRM data

Auto-update Salesforce from customer emails and meetings. Use 50+ AI insights for true visibility into deals and customer interactions.

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

Without visibility,
your deal reviews are ineffective.

Relying on gut feeling
No visibility into deal health
Losing winnable deals
The Solution
Deal reviews

Get clean CRM data with automated Salesforce updates

Improve sales productivity and CRM data quality by auto-capturing emails, meetings, and contact data. Update Salesforce post-meeting with one click.

Integrates with:

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Deal execution

Get 50+ AI insights for full visibility into deal health

Stop relying on relying on 1-1s and hearsay. Weflow gives you a clear view of what’s happening in every deal. Instantly identify which deals are on track and which need attention.

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Deal reviews

Use warnings to surface and act on deal risks early on

Deal is single threaded? No next meeting scheduled?

Use built-in or custom warnings to flag at-risk deals. Weflow reviews all customer interactions to surface gaps.

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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 review features at a glance

Automate Salesforce data entry

Get reliable CRM data by with Salesforce activity tracking and automated field updates.

Customizable views

Slice and dice your pipeline with custom filters and deal signals for perfect overviews.

Deal signals

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

Deal insights

Automatically track deal metrics, velocity, and buyer roles in one view.

Deal warnings

No next meeting scheduled, deal inactive for 14 days? Configure warnings to surface risks.

Deal sidebar

Deal insights, activities, and more. One click to get perfect deal visibility with Weflow's sidebar.

Configurable deal alerts

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

Deal health score

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

Field change indicators

Simply hover over amount, close date, and many other fields to see how they changed.

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
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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.
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AI Field Updater

Updates Salesforce fields like MEDDIC, next steps, and more from meeting recordings.
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AI Email Composer

Writes follow-up emails after meetings so reps can get them out faster.
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AI Coach

Analyzes recordings and gives feedback to help your reps run better sales meetings.
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AI Deal Reviewer

Analyzes deals and provides insights into deal progression and risks.
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AI Deal Predictor

Analyzes deals and predicts the outcome so you improve forecast accuracy.
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AI Deal Monitor

Surfaces deal risks and warnings so your team can take action.
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AI Activity Mapper

Captures and maps emails, meetings, and contacts to the right Salesforce record.
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AI Forecast Projector

Analyzes deal and pipeline health to forecast outcomes.
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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