Weflow captures email and meetings on the server, with nothing for reps to install or file by hand, and writes them into your own Salesforce as native records. It then runs deal intelligence and forecasting on that data. Activity & Contact Capture costs $19 a user, against $27 for Cirrus's sidebar, email sync and calendar sync.
Using Weflow, we increased our win rate by 12% and see a forecast accuracy of 92%. Plus, we now can trust our Salesforce data.
Chris Mackinnon, VP Revenue Operations, Zeotap · Case study
At a glance
What each covers
| Weflow | Cirrus Insight | |
|---|---|---|
| Activity capture, per user per month | $19 | $27 |
| Meeting recording hours | No cap | 6 per user per week, pooled |
| Pipeline and forecasting | Included | None, done in Salesforce |
| Minimum users | 10 | 1 |
| Scheduling pages | None | $7–$20 per user per month |
"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 an inbox sidebar, scheduling pages and email tracking, Cirrus Insight is a good choice. When you want activity captured without rep effort, plus pipeline and forecasting in Salesforce, choose Weflow.
Activity CaptureShow 7 capabilitiesHide
| Capability | Weflow | Cirrus Insight |
|---|---|---|
| Email capture & storage | StrongerServer-side background capture (Google Workspace / Microsoft 365), no sidebar needed.Emails go to Salesforce Task or EmailMessage records (admin choice). Permanent native storage; data persists after uninstall. | Email Sync ($5/user/month) logs email to native Salesforce records by admin rules, when a known contact or lead is on the email.Standard sync cycle is 15 minutes; Fast Sync ($5) cuts it to 5. |
| Calendar & meeting sync | StrongerSyncs Workspace to Salesforce, Salesforce to Workspace, or both.Meetings become native Salesforce Events with full attendee data. Centralized deployment, no per-rep OAuth. | Calendar Sync ($11/user/month): one-way or two-way, set per user.Calendar entries pair with Salesforce events by subject and time, and a mismatch can create duplicates. G2 reviewers report inconsistent calendar sync. |
| Contact auto-creation & OCR automation | StrongerAuto-creates Contact records for unknown external email addresses.Admin controls through domain exclusion lists and participant thresholds. Auto-sets Opportunity Contact Roles from email and meeting participation. | Email Sync never creates contacts or leads; reps add unknown addresses from the sidebar with account and signature details pre-filled.People on recorded calls become records through CRM Updates ($15). |
| Activity mapping logic | StrongerAuto-maps to Accounts, Contacts, Leads, Opportunities, Custom Objects and Cases using the primary contact email, Opportunity Contact Roles, parent account and stage.Keeps prior mapping decisions at thread level. Unlog and re-log through the Outlook Add-In and Chrome Extension. | Smart Link relates each email or event to the most recently created or edited record of the object type you choose, not the one the thread is about.Thread-Based Smart Link keeps a thread on the record a rep filed first. An email carries one Related To record. |
| Historical backfill | StrongerPast emails and meetings backfilled into native Task, Event and EmailMessage records, up to 24 months. | Past email is backfilled as a service scoped with Cirrus on request.Calendar Sync reaches back 7 days at most. |
| Attachments | StrongerEmail attachments are stored in Salesforce, with admin size rules. | Automatic attachment sync is a beta that Cirrus support has to switch on.Otherwise reps file attachments by hand from the sidebar. |
| Email engagement tracking | Tracks email opens with a tracking pixel (Chrome Extension) and stores last open date and open count as native Salesforce fields.Reports open rate and reply responsiveness per rep. No link click tracking. | StrongerBuyer Signals ($10/user/month): opens, link clicks and replies over the trailing 30 days, with a dashboard.Reply Tracking adds reminders on sent emails. |
Integration & PlatformShow 8 capabilitiesHide
| Capability | Weflow | Cirrus Insight |
|---|---|---|
| Salesforce architecture | StrongerReal-time, bi-directional through a managed package and the Salesforce API.Respects validation rules, permissions and field dependencies. Integration-user monitoring with disconnect alerts. | Writes to standard Salesforce objects through its own integration user.The sidebar follows your profiles, layouts and validation rules, so a required field on the Task layout blocks filing an email until an admin changes it. |
| Data ownership | StrongerActivity and full transcripts are your own Salesforce records and persist after cancellation. | Email, calendar and task activity lands in your Salesforce.Recordings, transcripts and research stay in Cirrus's own Meeting AI application; only summaries reach Salesforce, through CRM Updates ($15). |
| Admin deployment & configuration | StrongerSelf-service Admin Console.Centralized deployment through Google Workspace Marketplace or Microsoft Entra ID, no per-rep OAuth. Technical setup takes 30–45 minutes with your Salesforce and mail admins; full rollout typically takes 2–3 weeks. Domain and object exclusions, attachment size rules, participant thresholds and Compatibility Mode. | Salesforce connects through a dedicated integration user, and Google or Microsoft through admin-approved service accounts.The sidebar still needs a per-rep extension or add-in, and required fields on Task or Event layouts must be changed first. G2 reviewers call setup "not intuitive". |
| Inbox sidebar & rep workflow | Chrome Extension searches, creates and updates Salesforce records from anywhere in the browser.Outlook Add-In and Gmail extension show mapped records and allow mapping changes. Extensions are optional; capture runs without them. | StrongerSalesforce Sidebar ($11/user/month): a CRM panel inside Gmail and Outlook, including the phone apps.Reps create and edit records without leaving the inbox. |
| Scheduling & lead routing | No scheduling pages or lead routing. | StrongerPersonal and Team Scheduling ($7/user/month each): booking pages with calendar sync.Smart Scheduler ($20/user/month): lead routing by territory, skills and workload. |
| AI agents | StrongerAgent Builder for customer-written agents and workflows.Ask Weflow AI across transcripts, CRM data, activity history and pipeline analytics. | Three prebuilt agents: Meeting AI (prep brief), Discovery AI (live call prompts) and CRM AI (one-tap opportunity updates).No agent builder. |
| Public API & MCP | StrongerPublic API and an official read-only MCP connector, so assistants such as Claude or ChatGPT reach Weflow data directly. | Public REST API in preview, covering scheduling, transcripts, CRM data and Buyer Signals.No MCP connector for AI assistants. |
| Security & compliance | StrongerSOC 2 Type II, HIPAA, GDPR (Frankfurt data residency) and CCPA; zero AI data retention.Salesforce OAuth and SSO only, no separate login. ISO 27001 targeted December 2026; not FedRAMP. | SOC 2 Type 1 and Type 2.Hosted on Azure in the US and EU, but AI processing of meeting data runs on OpenAI in the United States. |
Conversation IntelligenceShow 7 capabilitiesHide
| Capability | Weflow | Cirrus Insight |
|---|---|---|
| Recording & transcription | StrongerNotetaker auto-scheduled onto external meetings on Zoom, Microsoft Teams, Google Meet and Webex, with video, audio and screen sharing.Transcription in 96 languages with speaker identification and automatic language detection. No cap on recordings or hours. | Meeting Capture ($39/user/month): a bot joins Zoom, Teams, Google Meet and other platforms from the calendar invite, with a live transcript.Recording is capped at 6 hours per licensed user per week, pooled across the organization. |
| Phone, in-person & bot-free recording | StrongerDesktop app for Windows and macOS records system audio, microphone and video locally, with no bot in the meeting, including softphone calls such as Aircall or RingCentral.Mobile Copilot records in-person meetings on iOS and Android. | Records online meetings only, through a bot that joins as a visible attendee.No phone-call, in-person or bot-free recording. |
| AI summaries & Salesforce writeback | StrongerAI summaries written back to Salesforce, with multiple variants per meeting and customizable templates from 250+ pre-built prompts.Conditional by deal stage and team; admin configures in the Admin Console. | Meeting Capture produces a summary, and Meeting Lifecycle ($35) adds a recap, prioritized next steps and a drafted follow-up.Summaries reach Salesforce only through CRM Updates ($15). |
| AI Field Updates from conversations | StrongerExtracts structured data from conversations into Salesforce standard or custom fields across 15+ field types, including picklist, multi-select, currency and date.Excludes lookup relationship fields. Review-first or automatic mode. | CRM Updates ($15/user/month) suggests updates to opportunity, case and custom object records, such as amount, close date and contact roles, for the rep to accept with one tap. |
| Coaching & scorecards | StrongerPost-call AI coaching with qualitative feedback and structured 1–5 scorecards.Methodology-aligned (MEDDIC, SPICED, BANT) and conditional by deal stage. Scorecard Insights tracks ratings across users, scorecards and time. Unlimited at flat rate. | Meeting Lifecycle's call review reports talk ratio, engagement and discovery coverage and scores each call against your qualification framework.Live Coaching ($125/user/month, only with Meeting Capture) prompts reps during the call. |
| Pre-meeting AI research | A Prepare meeting button on the Weflow calendar hands the meeting to Ask Weflow AI, which assembles a brief from prior emails, meetings, recordings and Salesforce data. | StrongerPrep brief on each external meeting's attendees and companies, emailed before the day starts, drawn from public web search or, if you choose, your Salesforce data. |
| Topics, trackers, clips & playlists | StrongerUnlimited keyword and phrase tracking, with a historical crawl across past recordings when a new tracker is added.Analytics by team, rep and time period. Shareable clips and playlists for enablement. | Tracks how well each call covered your qualification framework.No keyword or competitor trackers, no cross-call reporting and no clips; recordings are shared whole by link. |
Pipeline & ForecastingShow 3 capabilitiesHide
| Capability | Weflow | Cirrus Insight |
|---|---|---|
| Pipeline management | StrongerSpreadsheet-like interface with inline and bulk edits, table and Kanban views, and real-time bi-directional Salesforce sync.Saved and shareable templates, configurable warnings and alerts, 50+ AI deal signals, standard and custom Salesforce objects. | No deal board or pipeline table.The sidebar shows the Salesforce records around one contact or account at a time. |
| Pipeline analytics | StrongerPipeline waterfall, pacing, coverage, deals at risk, team benchmarks, opportunity snapshots, stage conversion and win rate, out of the box. | No pipeline analytics.Pipeline reporting is built in Salesforce reports on the activity Cirrus syncs. |
| Sales forecasting | StrongerThree methods side by side: weighted forecast, rep and manager roll-up, and an AI projection on 50+ deal signals.Automated roll-ups across the Salesforce role hierarchy, deal-by-deal submissions with every version kept, multiple forecast types and forecast accuracy tracking. | No forecast of its own.Forecasting stays in Salesforce's own reports. |
Which one fits your team
You are replacing Cirrus Insight
Everything Cirrus synced stays in your Salesforce as native Task, Event and EmailMessage records. Weflow takes over capture on the server and back-syncs history, up to 24 months.
Better fit: Weflow
10+ reps need governed activity capture
Server-side capture writes native Task, Event and EmailMessage records that persist after uninstall, with centralized admin deployment and no per-rep setup.
Better fit: Weflow
You need pipeline and forecasting too
Cirrus has no pipeline, forecasting or deal intelligence of its own. Weflow runs all three on the activity it captures.
Better fit: Weflow
You already run Outreach, Salesloft or Apollo
Compatibility Mode skips emails those tools already log, so Salesforce gets no duplicates.
Better fit: Weflow
You need EU data residency or HIPAA compliance
Frankfurt hosting, zero AI data retention and SOC 2 Type II. Cirrus processes meeting AI in the United States.
Better fit: Weflow
Fewer than 10 users need activity sync
Weflow requires a 10-user minimum; Cirrus has no seat floor.
Better fit: Cirrus Insight
Reps should never leave Gmail or Outlook
Cirrus embeds a CRM data panel in the inbox at $11/user/month; Weflow's extensions are mapping controls, not a full sidebar.
Better fit: Cirrus Insight
You want scheduling pages with lead routing
Cirrus includes Personal and Team Scheduling and Smart Scheduler with lead routing; Weflow has no scheduling or lead routing.
Better fit: Cirrus Insight
Pricing compared
Weflow charges a flat per-seat price with no platform, implementation or usage fees. Cirrus Insight prices each of its 16 capabilities separately, from $2.50 to $125 per user per month.
| Weflow | Cirrus Insight | |
|---|---|---|
| Seat price | Activity & Contact Capture $19, Conversation Intelligence $39, Deal Intelligence & Forecasting $39; bundles $49, $59 and $79 (per user per month) | Per capability: Email Sync $5, Salesforce Sidebar $11, Calendar Sync $11, Scheduling $7–$20, Buyer Signals $10, Email Blast $12, CRM Updates $15, Meeting Lifecycle $35, Meeting Capture $39, Live Coaching $125 (per user per month) |
| Activity capture | $19 for Activity & Contact Capture | $27 for sidebar, email sync and calendar sync |
| Meeting recording | Unlimited recordings and transcripts at a flat rate | Meeting Capture $39, capped at 6 recorded hours per user per week |
| Coaching | Scorecards included at a flat rate | Live Coaching $125, only with Meeting Capture |
| Platform fee | None | None |
| Implementation fee | None | Email backfill scoped and quoted on request |
| Free trial | 14 days | 14 days |
| Minimum users | 10 | 1 |
| Capture plus meeting recording, per user per month | $49 Revenue AI Foundation | $116 sidebar, email and calendar sync ($27), Meeting Capture, Meeting Lifecycle and CRM Updates ($89) |
IncludedCosts extraNot offeredWeflow bills annually, with 10% off a two-year term and 20% off a three-year term. Cirrus Insight lets you choose the term and billing frequency for each capability.
What users of each tool say
What they like
“The absolute best part about Weflow is that it automatically summarises every single client call and drops the notes straight into Salesforce. I stopped writing up notes manually for the most time.”
LPLaszlo P.Enterprise, 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
Cirrus InsightWhat they like
“The sidebar makes everything accessible in a click, and calendar scheduling is incredibly smooth.”
MSMoayad S.Enterprise, 5/5 · G2 review
Where it falls short
“I also don't completely trust that Cirrus will upload the activity to the proper account/opportunity 100% of the time.”
VUVerified User in Computer SoftwareEnterprise, 3/5 · G2 review
Replacing Cirrus Insight with Weflow
Product
Replaces Cirrus Email Sync
Activity & Contact Capture
Auto-sync emails, meetings, and contacts from Outlook or Google to Salesforce. Get pre-built activity insights and reports.
$19
per user / month
Includes
Ask AI Agent Builder
- Auto-sync email, calendar and contacts
- Permanently stored in native objects
- Works with Salesforce reporting and automations
- Sync past activities up to 24 months (add-on)
- Outlook Add-In and Google Extension to see and adjust mapping
Bundle
From $49/user/month
Revenue AI Foundation
Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team.
$49
per user / month
Products included
Activity & Contact Capture Conversation Intelligence Mobile Copilot Ask AI Agent Builder
- Auto-sync email, calendar and contacts to Salesforce
- AI notetaker for Zoom, Teams, Meet and more
- AI field updates, summaries, coaching scorecards and follow-up emails
- Build and deploy custom multi-step agents
- Ask Weflow AI about your deals and accounts
Enterprise-grade security
Weflow is built for teams with strict security and privacy requirements.
SOC 2 Type II
GDPR
HIPAA
CCPA
Frequently asked questions
Can I trial Weflow in a Salesforce sandbox before touching production?
Yes. Weflow connects to a Salesforce sandbox that mirrors your production org, so you can validate sync behavior, mapping rules and field writeback without risking live data. Production needs its own connection, and Weflow's team can copy your teams and templates from the sandbox so the setup is not rebuilt by hand.
How long does it take to get Weflow live, and who needs to be involved?
Technical setup takes 30–45 minutes with a Salesforce admin plus a Google Workspace or Microsoft Entra admin, and configuring the workspace takes about an hour. Full rollout typically takes two to three weeks, depending on mapping rules, team-level sync configurations, domain exclusions and Compatibility Mode settings for tools like Outreach or Salesloft.
If I switch from Cirrus Insight to Weflow, will I lose the activity data Cirrus already synced into Salesforce?
No. Cirrus Insight writes to native Salesforce objects, so that data stays in your org whatever happens to Cirrus. Weflow can back-sync up to 24 months of history to fill any gaps, and what Weflow syncs also stays in Salesforce permanently, even if you later stop using Weflow. Plan it as a cutover and switch Cirrus's email and calendar sync off when Weflow goes live, so two tools do not log the same meeting. As Weflow CEO Janis Zech has stated: “Nothing existing gets deleted during back-sync and once Weflow syncs activities they remain in the customer's system forever.”
Does Weflow capture phone calls, SMS, or activities from non-Salesforce CRMs?
Partly. Weflow's desktop app records phone calls that run through your computer, such as Aircall or RingCentral softphones, and recordings from a connected dialer are pulled in, transcribed and scored. Calls on a rep's personal mobile line and SMS are not captured, and Weflow works only with Salesforce, not HubSpot or Dynamics. Cirrus Insight records online meetings only and does not record phone calls or in-person meetings.
Do reps need to install anything for Weflow's activity capture to work?
No. Server-side capture runs automatically once an admin deploys via Google Workspace Marketplace or Microsoft Entra ID. The Outlook Add-In and Chrome Extension are optional control layers for manual mapping overrides; reps who never open them still get full email and calendar capture. As one Weflow sales engineer confirmed: “Everything would sync automatically without making the add-in available to users.”
Can I buy just Weflow Activity Capture without Conversation Intelligence or Forecasting?
Yes. Weflow sells Activity Capture ($19/user/month), Conversation Intelligence ($39/user/month) and Deal Intelligence & Forecasting ($39/user/month) as separate products. Activity Capture alone does not include meeting recordings or transcripts; those require Conversation Intelligence. The Revenue AI Foundation bundle ($49/user/month) pairs Activity Capture with Conversation Intelligence.
How does Weflow pricing compare to Cirrus Insight?
Weflow is $19 to $79 per user per month, billed annually, with no platform, implementation or usage fees and a 10-user minimum. Cirrus Insight prices 16 capabilities separately: its sidebar, email sync and calendar sync together cost $27 per user per month, and adding Meeting Capture ($39), Meeting Lifecycle ($35) and CRM Updates ($15) brings it to $116. Live Coaching is another $125 and requires Meeting Capture. Weflow's Revenue AI Foundation bundle covers activity capture and conversation intelligence for $49.
How does Weflow handle recording consent and GDPR?
Weflow's notetaker handles consent with opt-in, opt-out or no prompt, and posts a notice in the meeting chat with a link that stops the recording. Weflow keeps zero AI data retention, hosts in Frankfurt with an EU or UK override, and holds SOC 2 Type II, HIPAA, GDPR and CCPA compliance. Cirrus Insight's recording bot joins as a visible attendee on the inviter's approval alone and has no configurable consent notices or opt-outs.
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