Pipeline inspection

Use deal insights & warnings to
de-risk your pipeline

Weflow lets you run data-driven pipeline reviews instead of relying on gut feeling and hearsay.

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

If your pipeline reviews rely on gut feeling,
your forecasts are off.

Poor visibility
Risky deals enter forecast
Incorrect metrics & reports
The Solution

Run data-driven pipeline reviews in 4 steps:

1
Prepare

Create flexible pipeline views

Slice and dice your pipeline with custom filters. Group by rep, stage, product, or any other Salesforce field to create perfect pipeline overviews.

2
Inspect

Inspect deals with insights

Weflow enriches your pipeline with 50+ signals to help you identify stalling, slipping, and pushed deals. Add your own warnings for even better visibility.

3
Track

Track pipeline changes

Weflow creates opportunity snapshots to help you track pipeline changes. Drill down into deals that drive the change. See how rep and team forecast calls develop over time.

4
De-risk

De-risk your pipeline & forecast

Adjust forecast calls to reflect deal and pipeline health. Discuss the next steps and coach your reps towards closed-own.

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

Pipeline review features at a glance

Customizable views

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

Deal signals

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

Deal insights

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

Deal sidebar

Deal insights, activities, and more. Just 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 in your pipeline. See potential risks early on.

Pipeline changes

Use waterfall analytics to see how your pipeline has changed. Drill into deals that caused the change.

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
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.
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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