Weflow captures your emails, meetings and calls and writes them, with transcripts, summaries and AI Field Updates, into your own Salesforce, then forecasts on that data, for $19–$79 per user per month. Clari is quote-only, estimated at $120–$180 per user, and runs its own operating layer next to Salesforce. Terret (formerly BoostUp) keeps the email and calendar it syncs in its own store and writes only computed fields back 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 | Terret | |
|---|---|---|---|
| Cost for 50 users, per year | $47,400 | est. $72,000–$108,000 | Quote after a demo |
| Implementation fee | None | $15K–$50K (reported) | Quoted after a demo |
| Time to go live | typically 2–3 weeks | 12–18 months (customer reports) | about 5 weeks (G2) |
| Email and meetings logged to Salesforce | Yes, as native records | Only what reps send through Salesloft | No, kept in Terret |
| AI Field Updates in Salesforce | Any field, standard or custom | MEDDPICC and BANT only | Deal Pulse fields, reviewed or automatic |
"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 forecast governance across multi-level overlay hierarchies, Clari is a good choice. If it is an AI agent platform that joins warehouse data to your CRM, Terret is. When you want accurate activity and conversation data feeding your forecast, live in weeks, choose Weflow.
Activity CaptureShow 5 capabilitiesHide
| Capability | Weflow | Clari | Terret |
|---|---|---|---|
| Email & calendar sync | StrongerServer-side capture at the mail tenant through Microsoft Entra ID or Google Workspace, written to native Salesforce Task, EmailMessage and Event records with no rep action.Past emails and meetings backfill up to 24 months. | Clari Capture is no longer sold.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. It does not import past emails or meetings. | Server-side sync of Google Workspace or Microsoft 365 mail and calendars, kept in Terret's own store.Only computed fields such as the engagement risk score are written back to Salesforce, set up by Terret's customer success team. |
| Salesforce data storage | StrongerEverything lands as native Salesforce records you can report on and automate on, and it stays in Salesforce after you leave Weflow, with no migration or export step. | Captured activity syncs to native Salesforce objects.A separate operating and logic layer is kept alongside Salesforce. | Does not log emails and meetings to Salesforce as activities.Its own store holds them. |
| Mapping to the right records | StrongerAdmin-configured mapping plus a rep-facing review step, with manual override in the Outlook Add-In or Chrome Extension.Compatibility Mode keeps another tool's logging from duplicating. | Matches on domain and website.When a contact sits on several open opportunities, activity goes to the most recently modified one, and reps cannot review or re-map logged emails. | Matches by owner, contacts and Opportunity Contact Roles, then by the next close date.Reps cannot re-map a mismatch; it is fixed in Salesforce or through a support ticket. |
| Contacts and Opportunity Contact Roles | StrongerCreates missing Salesforce Contact records and assigns Opportunity Contact Roles, with 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. | Matches activity using the contacts and Opportunity Contact Roles already in Salesforce. |
| Reports | StrongerWeflow Analytics runs inside Salesforce and consumes no Salesforce API calls: activity trends, orphaned accounts with no activity in 90 days and per-user counts.An Activity Timeline Lightning component sits on Account, Opportunity, Contact and Lead pages. | Salesloft Analytics ships prebuilt Email, Calls, Meetings and Accounts reports per rep and team, and users can save and share custom views. | An Activity Leaderboard per rep covers meetings, emails sent, opportunities and accounts touched and an estimated time spent.Only activity with an external attendee that maps to an account counts. |
Integration & PlatformShow 7 capabilitiesHide
| Capability | Weflow | Clari | Terret |
|---|---|---|---|
| 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, and changes are routed through customer success. | A managed package adds a tab and views on account and opportunity pages and syncs through an integration user.Core configuration such as stage and forecast category mappings runs through its customer success manager. |
| 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. | Captured activity syncs to native Salesforce objects.REST and Export APIs, a Copilot API and CSV exports of forecast history. | Data leaves as CSV downloads and computed Salesforce fields.Its Snowflake and Databricks integrations bring tables in, not out. |
| Security & compliance | StrongerSOC 2 Type II, HIPAA, GDPR and CCPA, with zero data retention and customer data never used to train models.ISO 27001 targeted December 2026; not FedRAMP. German company hosted in Frankfurt, with an EU or UK override. Sign-in through Salesforce OAuth, inheriting the org's SSO. | Salesloft operates within SOC 2 and ISO 27001 scopes and advertises ISO 27701.Clari services host customer data in the US only, while Salesloft can host in the EU. | SOC 2 Type 2 since 2020 and CSA STAR Level 1, hosted on AWS with AES-256 encryption.SAML SSO through Okta and other identity providers. Call analysis runs on Terret's own AI deployments. |
| CRM support & deployment | Salesforce only.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.Quote only, with every rep connecting their own Salesforce account. | StrongerSalesforce and HubSpot through a two-way sync.Reads Gong or Chorus, Gmail or Outlook, and Outreach or Apollo. |
| Setup & time to value | StrongerTechnical integration of 30 to 45 minutes with a Salesforce admin and a mail admin, no implementation fee, typically live in 2 to 3 weeks.Your incumbent conversation library migrates 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. | About 5 weeks to implement in G2's Fall 2023 report, against 2 for Weflow.Changing a synced field or its type goes through its customer success manager. |
| Mobile app | StrongerFree iOS and Android apps for recording in-person meetings, included with Conversation Intelligence. | Clari Mobile on iOS and Android submits forecasts and updates deals, and the Copilot iOS app records in-person meetings. | An iOS app, still published as BoostUp.ai, views and edits opportunities and submits forecasts.It does not record meetings. |
| AI agents & assistant | Ask Weflow AI answers questions across Salesforce records, emails, meetings and transcripts and is included in every plan.Agent Builder runs scheduled or record-triggered agents that deliver to Slack, email or PDF. | No agent builder for revenue workflows.Ask AI draws on limited data sources and cannot produce PDF or CSV outputs. | StrongerTerret Nexus answers revenue questions across CRM, call, email and warehouse data, and runs agents for coaching, workflows, tracking and integrations.Reached from Slack, Salesforce, the web app and AI assistants. Generally available since July 2026. |
Conversation IntelligenceShow 7 capabilitiesHide
| Capability | Weflow | Clari | Terret |
|---|---|---|---|
| Recording coverage | StrongerNotetaker auto-scheduled onto every external meeting on Zoom, Microsoft Teams, Google Meet and Webex. 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.The Copilot iOS app records in-person meetings. Phone recording comes through the Salesloft Dialer, a paid add-on. | Terret Notetaker, a bot, joins Zoom, Microsoft Teams and Google Meet from the synced calendar, by default only for external meetings.Teams already on Gong or Chorus can import those recordings instead. |
| 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. | Records with a bot only.No 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 and analyses every call in English, even when the meeting is held in another language. |
| Summaries & templates | Stronger250+ pre-built AI prompts for summaries and field updates and 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. | A deal summary built from conversations, emails and CRM data updates automatically, and each upcoming call gets a preparation page.Follow-up emails are drafted only when the rep clicks Generate Email. |
| AI Field Updates | StrongerWrites picklist, multi-select, number, date, currency and text fields on standard and custom objects.Admins can require verification or update fields automatically. Works with MEDDIC, SPICED and BANT templates. | 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. | Deal Pulse fills each field from CRM data, call transcripts, emails and calendar events, formats the answer to the field type and attaches a confidence score and its sources.Values are written after a rep reviews them or automatically, set by the admin. |
| Coaching & methodology | StrongerAI 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 recorded call against a named scorecard such as a MEDDPICC template and shows sentiment and talk share per speaker.Deal Pulse tracks milestones such as budget confirmed or champion identified. |
| Trackers, clips & sharing | StrongerShareable clips and playlists, and insights downloadable as CSV.Free view-only licenses up to the number of recording licenses held. | Snippets and Gametapes, which collect clips from many calls, are shareable.Clips are cut by hand from the transcript or timeline. | Topics and competitors that admins define as phrase lists with a sentiment are tracked across calls and emails, with snippets and comments on each call. |
Pipeline & ForecastingShow 6 capabilitiesHide
| Capability | Weflow | Clari | Terret |
|---|---|---|---|
| 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. Prospects use these interactions as the benchmark a replacement must beat. | An Opportunities page with admin-chosen columns from any synced CRM field, inline editing written back to Salesforce, saved views and CSV download.Columns and filters can differ per user profile. |
| 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.Clari's own opportunity score is widely ignored by the teams that own it. | An engagement risk score from 0 to 100 built from email, meeting and call activity, sentiment and stakeholder engagement, deliberately ignoring CRM fields reps edit.Every contact on a deal gets an engagement score and an AI-assigned decision role. |
| Analytics | Pacing and waterfall views.Win rate, ACV, sales cycle length and MEDDIC scorecards in user-built Weflow Insights dashboards. No pipeline flow view. | 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 pipeline waterfall of new, pulled-in, pushed and lost deals, a Sankey chart of stage movement, pipeline creation against targets, and RevBI dashboards on live or snapshot data. |
| 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. | A machine forecast with AI commentary on tailwinds and headwinds that names the deals behind each movement.A separate forecast for each business type such as new business or renewals. Projections restart from the date of a stage or forecast category change. |
| Roll-up & forecast history | 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 is tied to the Salesforce hierarchy, and there is no computed forecast accuracy measure. | Reps and managers submit forecast calls that roll up the manager hierarchy, beside a beat chart against target and a same-day comparison with previous quarters.Users can be assigned by role, such as CSM. |
| Warehouse & usage data | Forecasts new logo, expansion and renewal deals and does not forecast consumption.Captured data goes to your warehouse through the public API. | Export APIs and CSV exports of forecast history.Teams rebuild forecast views in a BI tool. | StrongerJoins Snowflake and Databricks tables such as product usage and billing with CRM data for its metrics, dashboards and analysis. |
Which one fits your team
You are replacing Clari or Terret
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 move module by module.
Better fit: Weflow
Your forecast tool runs but activity in Salesforce is incomplete
Keep Clari or Terret and add Activity & Contact Capture ($19/user/month). It writes native Task, Event and EmailMessage records, while Terret keeps synced email and meetings in its own store and Clari logs only what reps send through Salesloft. Run one capture engine only.
Better fit: Weflow
You need EU data residency
Weflow is a German company hosted in Frankfurt and can keep your instance in the EU or UK, with zero data retention. Clari services host customer data in the US only, and Terret tells buyers who need a specific region to ask and record the answer.
Better fit: Weflow
Multi-BU, multi-region overlay forecast hierarchies
Roll-up forecasting is Clari's strongest and most established product. Weflow's hierarchy support is newer at that complexity.
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 revenue model includes usage data, or you want an AI agent platform
Terret joins Snowflake and Databricks tables with CRM data and runs Nexus agents for coaching, workflows and tracking. Weflow forecasts new logo, expansion and renewal deals and does not forecast consumption.
Better fit: Terret
You are keeping Gong or Chorus and want forecasting on its calls
Terret reads Gong and Chorus recordings instead of recording its own. Weflow records with its own notetaker and desktop app, and imports a Gong, Chorus or Jiminny library when you switch.
Better fit: Terret
Part of your organization runs HubSpot
Weflow is Salesforce-only by design. Terret syncs with Salesforce and HubSpot, and Clari's Salesloft data layer syncs with Dynamics 365.
Better fit: Terret
Pricing compared
Weflow is priced per seat with no platform, implementation or onboarding fee. Clari is quote-only with professional-services implementation fees, and Terret quotes every deal after a demo.
| Weflow | Clari | Terret | |
|---|---|---|---|
| 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, after a demo |
| Platform fee | None | Quote only; Clari and Salesloft publish no seat prices | Quoted with the deal |
| Implementation fee | None | $15K–$50K professional services (reported by buyers) | Quoted with the deal |
| Free trial | 14 days for Activity Capture and Conversation Intelligence; forecasting as a 3-month paid proof of concept | None; quote only | Free 48-hour proof of concept on your own data |
| 50 users, per year | $47,400full platform | est. $72,000–$108,000before implementation fees | Quote after a demo |
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
“As a Sales Director, Weflow has helped me forecast more reliably while saving a significant amount of time.”
RVRobert V.Mid-Market, 4.5/5 · G2 review
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
“Before Clari, we were stuck using PowerPoint for forecasting. Now, everything is in one place, and senior leadership has powerful, real-time insights into forecasting and pipeline health.”
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
TerretWhat they like
“BoostUp brings together data from multiple business applications in one pane of glass.”
RPRashendra P.Enterprise, 5/5 · G2 review
Where it falls short
“Engagement risk score doesn't necessarily work for our specific environment as we can have multiple opportunities for a given account being worked simultaneously - in the past by different opp owners.”
VUVerified User in Computer SoftwareMid-Market, 3.5/5 · G2 review
Replacing Clari and Terret 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
Is Terret (formerly BoostUp) the same product as BoostUp?
Yes. BoostUp renamed itself Terret in September 2025, moving from a forecasting product to an AI agent platform for revenue teams, and made Terret Nexus generally available in July 2026. Terret's help center, app, Salesforce package and iOS app still carry the BoostUp name, so older BoostUp reviews and analyst reports describe the same company.
Can I use Weflow for activity capture and conversation intelligence alongside Clari or Terret for forecasting?
Yes. Weflow's products are modular and deploy independently. Teams run Weflow Activity Capture ($19/user/month) and/or Conversation Intelligence ($39/user/month) and keep Clari or Terret for forecasting during a phased rollout. Weflow writes native Task, Event and EmailMessage records, which Clari reads from Salesforce. Run one capture engine only: two engines writing the same emails and meetings create duplicate activities.
What happened with the Clari and Salesloft merger, and should that 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. Clari Copilot is replacing Salesloft Conversations as the conversation intelligence layer. 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 and VoIP?
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.
Doesn't Salesforce already have built-in forecasting? Why do I need a separate tool?
Salesforce offers native forecast roll-ups and pipeline views, but lacks server-side activity capture, conversation intelligence, AI deal signals, methodology-aligned coaching, and the automated data quality layer that makes forecasts trustworthy. Without complete underlying data, any forecasting tool, including Salesforce's, produces unreliable outputs. Weflow's value is the full stack: captured activity, enriched CRM, accurate signals, then a reliable forecast, all inside native Salesforce objects.
Does Weflow offer sales engagement, sequencing, or a dialer?
No. Weflow doesn't offer email sequencing, cadences, a dialer, scheduling pages, lead routing or SMS capture. It is designed to complement best-of-breed engagement tools, and Compatibility Mode deduplicates with Outreach, Salesloft and Apollo. If you want engagement and forecasting on one contract, Clari and Salesloft now sell both together, though they still run as separate applications.
How does Weflow handle recording consent and GDPR?
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. 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 Salesloft can host in the EU. Where a visible recorder in the room is the objection, the Weflow desktop app records the meeting without sending a notetaker into the call.
What does Weflow's self-service admin console let me configure without vendor support?
Forecast types, cadences, quotas, hierarchies, pipeline views, warning rules, team assignments, coaching templates, AI Field Updates mappings and activity capture settings are all configurable by your RevOps admin without contacting Weflow. That keeps vendor dependence low after the 30–45 minute deployment. Clari buyers report $15K–$50K in professional services and 12 to 18 months before the business genuinely forecasts out of it, and Terret routes core configuration such as stage mappings through its customer success manager.
What happens to my data if I stop using Weflow?
Captured activities, transcripts, summaries and AI Field Updates live in your Salesforce org as native objects and stay there after cancellation, with no export step. Forecast submissions, targets, roll-ups, deal warnings and AI Playbook scores are Weflow fields and stay in Weflow, and video files sit in your own cloud storage through the public API rather than in Salesforce.
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