Weflow captures your emails, meetings and calls and writes them, with transcripts, summaries and AI Field Updates, into your own Salesforce, then builds deal signals and forecasts on that complete data, for $19–$79 per user per month. Clari is quote-only, estimated at $120–$180 per user, and Aviso prices every deal as a custom proposal. Both run their forecasting from a separate layer next to Salesforce.
With Weflow, we forecast within 7% by week 4 of the quarter.
Tibor Stefán, Chief Revenue Officer, Zeotap · Customer
At a glance
What each covers
| Weflow | Clari | Aviso | |
|---|---|---|---|
| Cost for 50 users, per year | $47,400 | est. $72,000–$108,000 | quote only |
| Implementation fee | None | $15K–$50K (reported) | quote only |
| Time to value | typically 2–3 weeks | 12–18 months (customer reports) | about 10 weeks to implement (G2 report) |
| CRMs supported | Salesforce only | Salesforce (Dynamics 365 on the Salesloft layer) | Six, including Oracle and SAP |
| Live coaching during calls | Post-call only | Yes, with the Copilot bot | Yes, live checklists |
"With Weflow, we’re now capturing all relevant activities and have full transparency into the performance of each sales rep. It’s a game changer."
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"Weflow gives us better visibility and predictability of our business."
"Weflow eliminated the need for our VP to ask, ‘Did you follow up with that deal?’. It tracks customer interactions automatically, creating a framework that drives accountability across the team."
"None of the other tools gave us a solution like Weflow. From the beginning, we had a really smooth process."
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"I had a first introductory call with Weflow. I think I was sold after 15 minutes. There’s no question that the people at Weflow understood the problems that we were trying to solve."
"I’ve worked with Gong before, but Weflow’s simplicity and real-time sync are game-changing."
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"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates and pipeline health."
Feature comparison
If your goal is enterprise roll-up forecasting across multi-level overlay hierarchies, Clari is a good choice. If it is one forecasting platform across several CRMs, with AI agents, Aviso is. When you want accurate activity and conversation data feeding your forecast, live in weeks, choose Weflow.
Activity CaptureShow 6 capabilitiesHide
| Capability | Weflow | Clari | Aviso |
|---|---|---|---|
| Email sync | StrongerServer-side capture at the mail tenant through Microsoft Entra ID or Google Workspace.Written to native Salesforce Task and EmailMessage records in real time, with no rep action and no plugin dependency. Internal-only threads are never logged. | Clari Capture is no longer sold as a product.Capture now runs through Salesloft's CRM sync, which logs the emails and invites a rep sends through Salesloft and relies on each rep's own CRM connection. | Your admin builds a shared mailbox and an Exchange Bcc rule or Gmail routing rule, and Aviso's implementation team connects it.Only mail tied to accounts in Salesforce is kept, and cleanly mapped emails are written back to the CRM. |
| Meeting sync | StrongerWritten to native Salesforce Event records.Logged whether or not the meeting was recorded, wherever an external participant resolves to an account or opportunity. | A meeting is logged only when the rep turns on the Loft It toggle in the invite or books through Salesloft.Meetings without it are not logged. | Calendar meetings are captured automatically and those mapped to an account or opportunity are written back to the CRM.Meetings with people who are not in the CRM stay in Aviso's relationship map instead. |
| Mapping controls | StrongerAdmin-configured mapping algorithm plus a rep-facing review step, with manual override in the Outlook Add-In or Chrome Extension.Compatibility Mode delays the sync by roughly 10 seconds and suppresses a sequencer's tracking patterns. | Matches on domain and website.When a contact is on several open opportunities, activity goes to the most recently modified one. Reps cannot review, exclude or re-map logged emails. | Places each interaction by contact, then domain, then content, and sends doubtful ones to an admin review queue.A mapping accuracy report shows what was filtered and matched. Corrections are made in the Activity Inbox, not in the mailbox. |
| Contacts and Opportunity Contact Roles | StrongerCreates missing Salesforce Contact records and assigns Opportunity Contact Roles.Admin controls for domain exclusions and internal-only threads. | Creates Salesloft person records, and admins can turn them into CRM Leads with an automation rule.It does not create Opportunity Contact Roles, so reps add each one by hand. | Finds new contacts in email signatures, meetings and a third-party data vendor, and adds them to Salesforce only after a rep approves each one. |
| Historical backfill | StrongerPast emails and meetings backfilled into Salesforce, configurable up to 24 months. | The first CRM sync pulls five years of opportunity and account history and two years of leads, events and tasks.It does not import past emails or meetings. | Copies your CRM six to eight quarters back into its own time-series database, and can backfill call recordings from Gong through Gong's API. |
| Reports | StrongerWeflow Analytics runs inside Salesforce and consumes no Salesforce API calls.Activity trend lines, orphaned accounts with no activity in 90 days, and per-user counts split by emails and meetings. An Activity Timeline Lightning component sits on any Account, Opportunity, Contact or Lead page. | Salesloft Analytics ships prebuilt Email, Calls, Meetings and Accounts reports per rep and team, and users can save and share custom views. | Reports meetings held and scheduled by account executive and contact, plus emails sent, meetings held and new accounts touched per seller, each with a team average and a 7, 15 or 30 day trend. |
Integration & PlatformShow 5 capabilitiesHide
| Capability | Weflow | Clari | Aviso |
|---|---|---|---|
| Salesforce sync & admin | StrongerBuilt entirely on the Salesforce API, real-time and two-way.Respects custom objects, field dependencies, validation rules and permission sets, with no field mapping step. Self-service admin console. | Reads Salesforce through one connector user every 1, 5 or 10 minutes.A separate operating and logic layer sits alongside Salesforce, so RevOps maintain the mappings. Clari cannot calculate a field, so derived metrics must be Salesforce formula fields first. | Copies Salesforce data into its own platform on a periodic sync and runs forecasting, hierarchies and permissions from that copy.Deal fields are written back under each rep's own login, so a write fails if the rep lacks permission or the value breaks a validation rule. |
| Data ownership & API | StrongerActivities, transcripts, summaries and AI Field Updates land in native Salesforce objects and survive the end of the subscription.The public API returns recordings, transcripts, summaries, templates and insights, and an official read-only MCP connector reaches the same data. | Captured activity syncs to native Salesforce objects.REST and Export APIs, a Copilot API, a Forecast MCP server and CSV exports of forecast history. A separate operating and logic layer is kept alongside Salesforce. | Only cleanly mapped emails and meetings are written back to the CRM, and interactions with people not in the CRM stay in Aviso.Data leaves the app as downloads and spreadsheet exports. No public API and no MCP server for outside assistants. |
| Security & compliance | StrongerSOC 2 Type II, HIPAA, GDPR and CCPA, with zero data retention and customer data never used to train models.ISO 27001 is in progress with a December 2026 target; not FedRAMP. German company hosted in Frankfurt, with the instance following the region of your Salesforce and an EU or UK override. | Salesloft operates within SOC 2 and ISO 27001 scopes and advertises ISO 27701.Clari services host customer data in US-east only, while Salesloft can host in the EU. Copilot call data is not used to train models. | SOC 2 Type II and ISO 27001, AES-256 encryption, SAML single sign-on, a customer-chosen hosting region and customer-set retention timelines.A zero-retention design for communications data is sold as an option. |
| CRM support & deployment | Salesforce only, all editions with API access.Central deployment through Microsoft Entra ID or Google Workspace, with no per-rep OAuth. | Deals and Forecast run only on Salesforce, while Salesloft's data layer also syncs with Dynamics 365.Up to 10 Salesforce custom objects per workspace. Every rep connects their own Salesforce account. | StrongerRuns on Salesforce, HubSpot, Microsoft Dynamics, Oracle, SAP and Siebel, and merges several CRM instances into one forecast.Claims more than 200 native connections. |
| Setup & time to value | StrongerTechnical integration of 30 to 45 minutes with a Salesforce admin and a mail admin, with no implementation fee.Typically live in 2 to 3 weeks. Your incumbent conversation library is migrated and reprocessed at no cost in 1 to 2 weeks. | Customers report 12 to 18 months before the business genuinely forecasts out of it, and changing the setup afterwards is a project rather than a setting.Buyers report professional services fees of $15K to $50K. | Rolled out by Aviso's own implementation team, which builds the hierarchy, connects each integration and configures the screens.A G2 report puts implementation at 10 weeks against 2 for Weflow. Connecting Zoom needs your Zoom admin to build an app and lock cloud recording on. |
Conversation IntelligenceShow 8 capabilitiesHide
| Capability | Weflow | Clari | Aviso |
|---|---|---|---|
| Recording coverage | StrongerNotetaker auto-scheduled from the calendar onto every external meeting on Zoom, Microsoft Teams, Google Meet and Webex (Webex is enabled per workspace). iOS and Android apps record in-person meetings.Softphone calls are recorded by the desktop app, and recordings from a connected dialer are pulled in. | Clari Copilot records Zoom through Zoom's native recording with no bot, or with a bot that joins and records.The Copilot iOS app records in-person meetings. The Zoom bot records only while the organiser is in the meeting. | Imports native recordings from Zoom, Microsoft Teams, Webex and RingCentral with no bot, and sends its Notetaker bot into Zoom, Teams and Google Meet where that is not possible.Google Meet is recorded only by the bot. A mobile app records in-person meetings. |
| Desktop app | StrongerWindows and macOS app that records system audio, microphone and video locally.No bot in the room. Records Zoom, Google Meet, Microsoft Teams, Webex and softphones such as Aircall and RingCentral. | Copilot's desktop app adds live battlecards and monologue alerts during a call.Its real-time features need the Copilot bot. | Captures meetings through conferencing-platform recordings and its Notetaker bot rather than a desktop recorder. |
| Transcription & languages | Stronger96 languages with automatic language detection and no manual selection.The follow-up email is written in the meeting language and the Salesforce summary in the workspace language. | 28 languages with automatic detection, rechecked every five minutes of the call. | Transcribes every recorded call and classifies it by type before summarising. |
| Summaries & templates | Stronger250+ pre-built AI prompts for summaries and field updates.Admin-configured summary templates. The summary and full transcript are written to a native Salesforce recording object. | Copilot writes an automatic summary with next steps for each call and pushes it to the Salesforce Task.The summary lands in Salesforce, not the full transcript, and there are no summary templates. | Writes a different summary for each call type, for example pain and qualification gaps for discovery calls and commercial terms for negotiations.Sales emails are drafted only when a rep asks. |
| AI Field Updates | StrongerWrites picklist, multi-select, number, date, currency and text fields on standard and custom objects.Admins can auto-update selected fields without user verification. Web search and uploaded PDFs add context. | Salesloft Deals fills MEDDPICC and BANT fields in the CRM from call transcripts through its CRM sync.There is no step for a rep to review values before they sync. | Fills qualification-template answers (MEDDPIC by default, or SPIN, BANT or a custom method) from calls and emails and stores them in the CRM, where reps can edit them.Its assistant MIKI updates fields on command, with a preview. It does not extract into any field you configure after each call. |
| Coaching & methodology | AI coaching scorecards generated from transcripts.AI Playbooks read the whole CRM record with its activities, meetings and recordings against MEDDIC, refreshed every few hours. | Copilot scores recorded video calls against a scorecard template, and a manager must approve every score before the rep sees it.No view compares deals against MEDDIC or SPICED. | Scores each call for adherence to sales pitches that admins write and assign to a deal stage and team, with adherence reported per pitch, rep and team. |
| Live coaching during calls | Coaches after the call, not during it. | Copilot shows a battlecard when the conversation hits a trigger word your team set, and fires a monologue alert when the rep talks past a length the admin sets. | Live checklists of points to cover by deal stage and deal type, predefined answers to common questions such as pricing, and talk metrics during the call. |
| Clips & sharing | StrongerShareable clips and playlists, and insights downloadable as CSV.Three license types: full recorder, non-Salesforce user and free view-only. Only admins can delete a recording, traceable to a named admin. | Snippets and Gametapes, which collect clips from many calls, are shareable.Clips are cut by hand from the transcript or timeline. | Keyword trackers plus Smart Trackers that users can train to catch the same idea phrased differently.Calls live in a Library with playlists by topic or deal. Snippets are cut by hand and shared with timestamps and comments. |
Pipeline & ForecastingShow 5 capabilitiesHide
| Capability | Weflow | Clari | Aviso |
|---|---|---|---|
| Views & editing | Table and Kanban views with inline and bulk editing.Real-time two-way Salesforce sync, so edits write straight back to the opportunity. Works across standard and custom objects. | Inspect view with inline editing of the whole forecast.Quick Submit updates every month and week of a quarter in one action. | A Deals grid shows every deal with its CRM fields, WinScore, engagement grade, MEDDPIC score and recommended actions, in list, chart or map view, with inline and bulk editing. |
| Deal signals | Stronger50+ deal-level signals behind admin-configurable warnings such as single-threaded, no next meeting and inactivity.An AI deal summary reasons across every meeting on the opportunity, with communication velocity and everyone involved. | Inspect gives AI deal insights, and Salesloft Deals adds Deal Gaps rules and an on-demand Deal Summary Agent.No view compares deals against MEDDIC or SPICED. | WinScore is a daily probability that a deal closes this quarter.Buyer engagement is graded A+ to D-, a relationship map shows who has been reached, and nudges warn about slipping, single-threaded and quiet deals. A whole-deal summary runs only when a user starts the agent. |
| Analytics | Pacing and waterfall views.Win rate, ACV, sales cycle length and MEDDIC scorecards in user-built Weflow Insights dashboards. Pipeline Analytics is licensed with Forecasting. | Pacing, waterfall and dashboards, with the quarter measured against the same day in previous quarters.The waterfall compares two dates rather than showing what moved in between, so teams export to a BI tool. | A clickable Pipeline Movement waterfall, a Sankey chart of how pipeline and forecast moved between any two dates, conversion rates against the last four quarters, and coverage for future quarters. |
| Forecast engine | Three methods side by side: weighted from historic stage close rates, rep and manager roll-up, and an AI projection over 50+ signals and up to 2 years of history that returns a range.Several forecast setups run in parallel, each with its own stages, cadence and targets. | StrongerFlexible roll-up forecasting is its strongest and most established product, with a multi-level roll-up across the Salesforce hierarchy. | Aviso's own AI forecast shown beside the team's most-likely call and the booked amount, each marked on, above or below plan.Forecasts split by segment such as new business, upsell and renewal, and consumption forecasting covers usage-based revenue. |
| Forecast history & hierarchy | StrongerEvery submission is versioned, with manager override and deadlines that lock the field.Roll-up across the Salesforce role hierarchy or a custom Weflow hierarchy. Forecast accuracy tracked by manager, team and user. | Week-by-week history of every forecast call and a Time Series Data Hub that snapshots pipeline changes.The roll-up shows what each direct report submitted, not the levels beneath them. No computed forecast accuracy measure, so teams export history to a BI tool. | Rolls the forecast up across every rep, category and team with commit, best case and most likely numbers.Runs hierarchies that differ from Salesforce's because it forecasts from its own copy. A forecast audit trail exports past calls to compare with actuals, and commit accuracy is shown per account executive. |
Which one fits your team
You are replacing Clari or Aviso
Forecast calls your team submitted in Clari import into Weflow from Clari's API or a CSV, so forecast history is not lost. Pricing is published per seat and modules are sold standalone, so you can switch module by module.
Better fit: Weflow
Your forecast runs but activity is incomplete
Activity & Contact Capture ($19/user/month) writes native Task, Event and EmailMessage records for every email and meeting, so the forecast tool reads complete data. Run one capture engine only.
Better fit: Weflow
Your RevOps team cannot run a services project
Technical integration takes 30–45 minutes with no implementation fee. Buyers report Clari professional-services fees of $15K–$50K, and Aviso is rolled out by its own implementation team.
Better fit: Weflow
You want the forecast to run on your real Salesforce records
Weflow forecasts on the amount and date fields in Salesforce itself. Aviso copies Salesforce into its own platform and forecasts from the copy, and Clari keeps a separate operating layer.
Better fit: Weflow
Multi-BU, multi-region overlay forecast hierarchies
Roll-up forecasting is Clari's most established product, and its enterprise roll-ups across 1,000+ reps are more mature than Weflow's.
Better fit: Clari
You want engagement and forecasting on one contract
Clari and Salesloft merged in December 2025. Weflow does no sales engagement: no sequencing, no cadence engine, no dialer.
Better fit: Clari
Your CRMs include HubSpot, Dynamics, Oracle, SAP or Siebel
Aviso runs on all of them and merges several CRM instances into one forecast. Weflow is Salesforce-only.
Better fit: Aviso
You forecast usage-based revenue or want AI agents
Aviso runs consumption forecasting next to traditional forecasting and builds custom agents in Agent Studio. Weflow does not offer consumption forecasting.
Better fit: Aviso
Pricing compared
Weflow is priced per seat with no platform, implementation or onboarding fee. Clari is quote-only, with professional-services implementation fees, and Aviso prices every deal as a custom proposal.
| Weflow | Clari | Aviso | |
|---|---|---|---|
| Seat price | $19 Activity & Contact Capture, $39 Conversation Intelligence, $39 Deal Intelligence & Forecasting per user per month, billed annually; bundles $49–$79 | Quote only, estimated $120–$180 per user per month | Quote only. Agent work is billed at $1 to $1.50 per outcome, with questions to its assistant and automated briefs included |
| Platform fee | None | Quote only; Clari and Salesloft publish no seat prices | None |
| Implementation fee | None | $15K–$50K professional services (reported by buyers) | Quote only; proposals include white-glove onboarding and free migration from a rival vendor |
| Free trial | 14 days for Activity Capture and Conversation Intelligence; forecasting as a 3-month paid proof of concept | None; quote only | Custom proposal |
| 50 users, per year | $47,400full platform | est. $72,000–$108,000before implementation fees | Quote onlycustom proposal |
IncludedCosts extraNot offeredWeflow recordings, transcripts, AI templates and Ask Weflow AI Pro carry no usage caps.
What users of each tool say
What they like
“Weflow helps us create predictability, accountability, and accuracy. Quarter after quarter.”
CMChris MacKinnonVP Revenue Operations, Zeotap · Case study
Where it falls short
“There is a small lag when a new field is created on Salesforce, it doesn't instantly sync with Weflow.”
ACAlisson C.Senior Account Executive (Mid-Market), 5/5 · G2 review
ClariWhat they like
“What I like best about Clari is how it simplifies and centralizes our forecasting process. Before Clari, we were stuck using PowerPoint for forecasting.”
TCThomas C.RevOps Manager (Enterprise), 4.5/5 · G2 review
Where it falls short
“There are certain fields that need to be filled in through Salesforce, and I wish I could manage all of them directly within Clari.”
AAAhmed A.Senior Business Development Manager (Enterprise), 3.5/5 · G2 review
AvisoWhat they like
“I like that Aviso provides a very good overview of my current forecast, pipeline, and in-focus activities. It's more facilitated than before because we have our forecast and pipeline for current and following quarters in one place, as opposed to the complicated Excel exports we used previously.”
DNDagmar N.Key Account Manager, 4/5 · G2 review
Where it falls short
“Inconsistent sync with CRM, mismatches with data between views.”
VUVerified UserEnterprise (> 1000 emp.), 2.5/5 · G2 review
Replacing Clari and Aviso with Weflow
Product
Replaces the forecast layer
Deal Intelligence & Forecasting
Manage deal and pipeline health with AI insights analytics. Run an efficient forecast process for accurate predictions.
$39
per user / month
Includes
Ask AI Agent Builder
- AI deal summary, prediction and insights
- Automated forecast roll-ups
- Deal-by-deal, rep-by-rep forecast submissions
- Real-time, 2-way Salesforce sync
- Opportunity snapshots to track pipeline changes
Bundle
From $79/user/month
Revenue AI Enterprise
Everything in Business, plus AI-powered forecasting. Predict revenue, analyze pipeline, and run forecasts across your org.
$79
per user / month
Adds to Business
Forecasting
- Everything in Revenue AI Business
- AI-powered forecasting
- Predict revenue and analyze pipeline
- Run forecasts across your org
Enterprise-grade security
Weflow is built for teams with strict security and privacy requirements.
SOC 2 Type II
GDPR
HIPAA
CCPA
Frequently asked questions
Does Weflow replace my existing Salesforce forecasting setup, or do I have to reconfigure everything?
Weflow forecasting runs independently from Salesforce native forecasting, so your existing forecast types, categories and reports keep working alongside it. You configure forecast types, cadences and hierarchies inside Weflow separately, and each forecast setup is built on one Salesforce amount field indexed on one date field. There is no migration or reconfiguration of your Salesforce forecasting required.
Can I start with just one Weflow product and add more later, or do I have to buy the full platform?
Yes. Activity & Contact Capture ($19/user/month), Conversation Intelligence ($39/user/month) and Deal Intelligence & Forecasting ($39/user/month) are each sold standalone. A common pattern is to keep Clari or Aviso for forecasting and start with Weflow Activity Capture and Conversation Intelligence, then add forecasting later if needed. Bundles at $49, $59 or $79 per user per month are available when you are ready to consolidate.
How is Weflow different from Aviso?
Aviso copies your Salesforce data into its own platform on a periodic sync and runs forecasting, hierarchies and permissions from that copy, which lets it merge several CRMs. It writes back only cleanly mapped emails and meetings, and its own implementation team builds the setup. Weflow works on your Salesforce records directly: capture, signals and forecasts are written to Salesforce objects in real time, with technical setup in 30 to 45 minutes. Aviso is the better fit if you run Oracle, SAP or Siebel, or forecast usage-based revenue.
How does the Clari and Salesloft merger affect my evaluation?
Clari and Salesloft merged on 3 December 2025 and now ship one monthly release covering four products: Clari, Clari Copilot, Salesloft and Groove, which still run as separate applications. Clari Capture is no longer sold as a product, and activity capture is now Salesloft's CRM sync. Moving onto Clari does not reduce the number of systems you run, it puts them on one invoice, so if you are signing a multi-year contract, ask when packaging and pricing settle.
Does Weflow record phone calls? Our team does 40%+ of outreach by phone.
Weflow is not a dialer. Its desktop app records phone calls that run through your computer, such as Aircall or RingCentral softphones, with no bot in the call, and recordings from a connected dialer are pulled in, transcribed, written back to Salesforce and scored alongside meetings and emails. Calls on a rep's personal mobile line and SMS are not captured. Clari's phone recording comes through the Salesloft Dialer, a paid add-on, and Aviso imports calls from RingCentral and from Gong rather than recording dialer calls itself.
How does Weflow handle recording consent and GDPR compliance for conversation intelligence?
Weflow is a German company hosted in Frankfurt, and your instance runs in the region where your Salesforce sits, which can be overridden to keep data in the EU or UK. Consent is configured as opt-in, opt-out or none. When an external participant opts out of a recording, nothing is retained. AI providers retain zero Weflow data and customer data is never used to train models. Clari services host customer data in the US only, while Aviso customers choose their hosting region.
Is Weflow FedRAMP certified?
No. Weflow holds SOC 2 Type II, supports GDPR and CCPA, and has an ISO 27001 certification in progress with a December 2026 target. If FedRAMP is a procurement requirement, confirm certification status with each vendor before you start an evaluation.
We use HubSpot or Dynamics, not Salesforce. Can Weflow work for us?
No. Weflow is Salesforce-only, on all editions with API access. Clari's Deals and Forecast also run on Salesforce only, though Clari Copilot writes call notes to HubSpot and Pipedrive and Salesloft's data layer syncs with Dynamics 365. Aviso runs on Salesforce, HubSpot, Dynamics, Oracle, SAP and Siebel. Weflow's Salesforce depth is a deliberate choice: it stores data in native Salesforce objects (Task, Event, EmailMessage) precisely because it does not abstract across several CRMs.
What Salesforce integration user setup does Weflow require, and what happens if it disconnects?
The Weflow install is two Salesforce managed packages, one integration user with a dedicated permission set, and one mail app installed centrally in the Microsoft or Google admin console, with no code deployment. If activity capture breaks at the connection level, for example when the integration user disconnects, Weflow emails your admin and alerts the customer success manager who owns your account. Weflow respects existing validation rules, field dependencies and permissions natively, so there is no second set of rules to maintain.
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