Weflow

By Weflow

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Weflow is an all-in-one productivity tool that enables you to curate a space that organizes all your salesforce data and tasks in a way that pumps up your sales, all together gaining significant heights in revenue. It helps you manage to-do lists, insights, notes, activities, and to the last point of sales, along with secure and hassle-free data management, right from the salesforce pipeline. With Weflow, you get valuable deal signals, filters, and to-do lists that help you stay on the right track and get better results. You can boost your Salesforce efficiency and bring together all of your pipelines, notes, tasks, and activity history in one place. You can easily sync your fields, notes, and tasks to Salesforce and increase data quality. You can increase income by improving your process and qualify quicker and schedule more demonstrations. You can streamline your qualifying process by using note templates and field sets that are tailored to your
Free Demo

Pricing of Weflow

Pricing plans

Introduce pricing plans

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Starter

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Notes
  • Pipeline
  • Activity timeline
  • Tasks
  • Search Salesforce records
  • Create Salesforce records
  • SFDC Productivity Essentials
  • Table view (Opportunity
  • Leads
  • Accounts & Contacts)
  • Kanban view
  • Custom & pinned views : 3
  • Filters
  • Field Set Templates (BANT
  • MEDDIC
  • etc.) : 1
  • Notes linked to Salesforce : 100
  • Note templates for teams
  • Sync Salesforce fields from Notes
  • Note history : 90 days
  • Tasks linked to Salesforce
  • Tasks module in Panel
  • Advanced tasks (Priority
  • Commenting)
  • Integrations : Salesforce
  • Google

Business

USD 30.00 //User/Month

USD25.00 /User/Month

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Includes features of Starter plan
  • plus
  • Custom & pinned views
  • Field Set Templates (BANT
  • MEDDIC
  • etc.)
  • Shared Pipeline views
  • Field change history : 180 days
  • Related Products
  • Notes linked to Salesforce
  • Note templates for teams
  • Sync Salesforce fields from Notes
  • Call recording
  • Note history : 180 days
  • Integrations : Okta/SCIM for provisioning
  • Priority support
  • User Management
  • User Roles
  • Usage Statistics
  • Includes features of Starter plan
  • plus
  • Custom & pinned views
  • Field Set Templates (BANT
  • MEDDIC
  • e

Enterprise

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Includes features of Business plan
  • plus
  • Salesforce custom objects
  • Field change history : 365 days
  • Recording transcript
  • Note history : 365 days
  • Personlized onboarding
  • Workflow audit
  • Sales methodologies setup
  • Assigned CSM
  • Team training
  • Includes features of Business plan
  • plus
  • Salesforce custom objects
  • Field change history : 365 days
  • Recording transcript
  • Note history : 365 days
  • Personlized onboarding
  • Workflow audit
  • Sales methodologies setup
  • Assigned CSM
  • Team training

Key Specification

Other Categories:
AI Simulation Software
Deployment: Cloud Hosted
Customer Support: Online (Ticket)
Customization: No
Languages Support: English

Who uses Weflow

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Weflow
  • Headquarter: Berlin , Berlin Germany

Weflow Description

Key Features & Specifications

  • Search
  • Workflow Management
  • Access Control
  • Contact Management
  • Share Notes
  • Encryption
  • For Sales
  • Customer Pipeline
  • Task Prioritization

Weflow Video

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Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

Weflow has 3 plans,

  • Starter USD 0.00
  • Business USD 30.00 /User/Month
  • Enterprise USD 0.00

Weflow is the AI Simulation Software used for the below functionalities.

Top 5 Weflow features

  • Search
  • Workflow Management
  • Access Control
  • Contact Management
  • Share Notes

Weflow provides Online (Ticket) support.

Weflow is not allowing Free Trial.

Weflow provides Help Guides,Blogs for the software training.

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