Home / Compare / Weflow vs Clari

Weflow vs Clari

By Weflow · Updated October 9, 2026

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 data, for $19–$79 per user per month. Clari is quote-only, estimated at $120–$180 per user, and runs a separate operating 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

WeflowActivity CaptureConversation IntelligenceDeal IntelligenceForecastingPipeline AnalyticsSales Engagement
ClariActivity Capture (partial)Conversation IntelligenceDeal IntelligenceForecastingPipeline Analytics (partial)Sales Engagement
WeflowClari
Cost for 50 users, per year$47,400est. $72,000–$108,000
Implementation feeNone$15K–$50K (reported)
Time to valuetypically 2–3 weeks12–18 months (customer reports)
AI Field Updates in SalesforceAny field, standard or customMEDDPICC and BANT only
Sales engagementNoneSalesloft and Groove
Trusted by RevOps & CROs in 300+ fast-growing companies
Case Study

"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."

Irina Smirnova
Senior Sales Operations Manager
Quote

"Weflow gives us better visibility and predictability of our business."

Andreas Bodczek
CEO
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Case Study

"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."

Leslie Phillips
Director of Operations
Case Study

"None of the other tools gave us a solution like Weflow. From the beginning, we had a really smooth process."

Rugile Pudzevelyte
Senior Revenue Operations Manager
Case Study

"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."

Louisa Winnik
VP Business Systems
Case Study

"I’ve worked with Gong before, but Weflow’s simplicity and real-time sync are game-changing."

Bastian Stosic
Head of Media Sales Operations
Quote
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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."

Mark Reich
CRO

Feature comparison

If your goal is enterprise roll-up forecast governance across multi-level overlay hierarchies, Clari is a good choice. When you want accurate activity and conversation data feeding your forecast, live in weeks, choose Weflow.

Full supportPartialNot available
Activity CaptureShow 6 capabilitiesHide
CapabilityWeflowClari
Email syncFull supportStrongerServer-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.PartialClari 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.
Meeting syncFull supportStrongerWritten to native Salesforce Event records.Logged whether or not the meeting was recorded, wherever an external participant resolves to an account or opportunity.PartialA 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.
Mapping controlsFull supportStrongerAdmin-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. Mail sent from a separate deliverability subdomain is not logged.PartialMatches 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.
Contacts and Opportunity Contact RolesFull supportStrongerCreates missing Salesforce Contact records and assigns Opportunity Contact Roles.Admin controls for domain exclusions and internal-only threads.PartialCreates 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.
Historical backfillFull supportStrongerPast emails and meetings backfilled into Salesforce, configurable up to 24 months.PartialThe 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.
ReportsFull supportStrongerWeflow 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. Activity Capture Health flags duplicate accounts, duplicate contacts and non-converted leads. An Activity Timeline Lightning component sits on any Account, Opportunity, Contact or Lead page. Email open tracking only covers mail sent through the Weflow plugin.Full supportSalesloft Analytics ships prebuilt Email, Calls, Meetings and Accounts reports per rep and team, and users can save and share custom views.
Integration & PlatformShow 5 capabilitiesHide
CapabilityWeflowClari
Salesforce sync & adminFull supportStrongerBuilt 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.PartialReads 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. Changes are routed through customer success.
Data ownership & APIFull supportStrongerActivities, transcripts, summaries and AI Field Updates land in native Salesforce objects and survive the end of the subscription.Video files stay out of Salesforce and export through the public API to your own cloud storage. Forecast submissions, targets, roll-ups, deal warnings and AI Playbook scores remain in Weflow. The public API returns recordings, transcripts, summaries, templates and insights.Full supportCaptured activity syncs to native Salesforce objects.REST and Export APIs, a Copilot API and CSV exports of forecast history. A separate operating and logic layer is kept alongside Salesforce.
Security & complianceFull supportStrongerSOC 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. Sign-in through Salesforce OAuth, inheriting the org's SSO or Salesforce two-factor.Full supportSalesloft 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.
CRM support & deploymentFull supportSalesforce only, all editions with API access, typical accounts of 50 to 1,200 sales seats.Central deployment through Microsoft Entra ID or Google Workspace, with no per-rep OAuth.Full supportDeals and Forecast run only on Salesforce, while Salesloft's data layer also syncs with Dynamics 365.Up to 10 Salesforce custom objects per workspace. Quote only, with no self-serve signup. Every rep connects their own Salesforce account.
Setup & time to valueFull supportStrongerTechnical 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.PartialCustomers 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.
Conversation IntelligenceShow 7 capabilitiesHide
CapabilityWeflowClari
Recording coverageFull supportStrongerNotetaker 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.Full supportClari 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.
Desktop appFull supportStrongerWindows 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.Full supportCopilot's desktop app adds live battlecards and monologue alerts during a call.Its real-time features need the Copilot bot.
Transcription & languagesFull supportStronger96 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.Full support28 languages with automatic detection, rechecked every five minutes of the call.
Summaries & templatesFull supportStronger250+ 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, plus an indexing object. Field update accuracy depends on how the prompt is written.PartialCopilot 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.
AI Field UpdatesFull supportStrongerWrites 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.PartialSalesloft 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.
Coaching & methodologyFull supportStrongerAI coaching scorecards generated from transcripts.AI Playbooks read the whole CRM record with its activities, meetings and recordings against MEDDIC, refreshed every few hours. Playbooks run one record at a time and skip opportunities created before setup until regenerated.PartialCopilot 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.
Clips & sharingFull supportStrongerShareable clips and playlists, and insights downloadable as CSV.Three license types: full recorder, non-Salesforce user and free view-only. Free view-only licenses up to the number of recording licenses held. Only admins can delete a recording, traceable to a named admin.Full supportSnippets and Gametapes, which collect clips from many calls, are shareable.Clips are cut by hand from the transcript or timeline.
Pipeline & ForecastingShow 5 capabilitiesHide
CapabilityWeflowClari
Views & editingFull supportTable 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.Full supportInspect 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.
Deal signalsFull supportStronger50+ 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. Deal warnings and Playbook scores are Weflow fields, so they are not reportable in Salesforce.Full supportInspect 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. No view compares deals against MEDDIC or SPICED.
AnalyticsFull supportPacing and waterfall views.Win rate, ACV, sales cycle length and MEDDIC scorecards in user-built Weflow Insights dashboards. No pipeline flow view. Pipeline Analytics is licensed with Forecasting.Full supportPacing, 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.
Forecast engineFull supportThree 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.One chosen Salesforce opportunity currency field is indexed on one chosen date field, with several setups in parallel. The roll-up sums the chosen amount field with no probability weighting. No dated exchange rates and no split of one opportunity across quarters.Full supportStrongerFlexible roll-up forecasting is its strongest and most established product, with a multi-level roll-up across the Salesforce hierarchy.It cannot compare two date fields, so views that depend on one date falling after another are hard-coded per quarter.
Forecast history & hierarchyFull supportStrongerEvery 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. Submissions, targets and roll-ups live in Weflow and come out through the public API rather than being read from Salesforce.Full supportWeek-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, and is tied to the Salesforce hierarchy. No computed forecast accuracy measure, so teams export history to a BI tool and rebuild forecast views there for CFO and CEO reporting.

Which one fits your team

You are replacing Clari

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

Clari runs your forecast but activity is incomplete

Activity & Contact Capture ($19/user/month) writes native Task, Event and EmailMessage records, and Clari reads activities from Salesforce. 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.

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.

Better fit: Weflow

You are rolling out MEDDIC or SPICED

250+ pre-built AI prompts extract field values from calls into Salesforce, and AI Playbooks score the whole opportunity against your methodology. Clari's Salesloft side fills MEDDPICC and BANT fields only.

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

Part of your organization runs another CRM

Weflow is Salesforce-only by design. Clari's Deals and Forecast also run on Salesforce only, but Salesloft's data layer syncs with Dynamics 365.

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

Pricing compared

Weflow is priced per seat with no platform, implementation or onboarding fee. Clari is quote-only, with professional-services implementation fees.

WeflowClari
Seat price$19 Activity & Contact Capture, $39 Conversation Intelligence, $39 Deal Intelligence & Forecasting per user per month, billed annually; bundles $49–$79Quote only, estimated $120–$180 per user per month
Platform feeNoneQuote only; Clari and Salesloft publish no seat prices
Implementation feeNone$15K–$50K professional services (reported by buyers)
Free trial14 days for Activity Capture and Conversation Intelligence; forecasting as a 3-month paid proof of conceptNone; quote only
50 users, per year$47,400full platformest. $72,000–$108,000before implementation fees

IncludedCosts extraNot offeredWeflow recordings, transcripts, AI templates and Ask Weflow AI Pro carry no usage caps.

What users of each tool say

Weflow

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

ClariClari

What 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. Now, everything is in one place, and senior leadership has powerful, real-time insights into forecasting and pipeline health.”

TCThomas C.RevOps Manager (Enterprise) · 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. It would be much more convenient to have full control in one place and avoid having to switch back and forth.”

AAAhmed A.Senior Business Development Manager (Enterprise) · G2 review

Recommended plan

Replacing Clari with Weflow

Product

Replaces Clari's core

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

Enterprise-grade security

Weflow is built for teams with strict security and privacy requirements.

SOC 2 badge

SOC 2 Type II

GDPR badge

GDPR

HIPAA badge

HIPAA

CCPA badge

CCPA

Frequently asked questions

Can I run Weflow alongside Clari instead of replacing it?

Yes, the two run alongside each other: Clari reads activities from Salesforce, so Weflow can feed cleaner activity into Salesforce while Clari keeps the forecast roll-up. Weflow sells modules standalone, so Activity & Contact Capture at $19/user/month or Conversation Intelligence at $39/user/month goes in without touching your Clari setup. Run one capture engine only: two engines writing the same emails and meetings create duplicate activities.

Does Weflow's forecasting conflict with Salesforce Forecasting?

No, Weflow forecasting runs independently and both can run at the same time. Each forecast setup is built on one chosen Salesforce opportunity currency field indexed on one chosen date field, and an org can run several setups in parallel, each with its own stages, cadence, targets and forecast calls. Weflow reads the standard currency field and does not apply Salesforce dated exchange rates, so a team that needs dated conversion points the forecast at its own converted amount field.

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. 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?

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.

How does Weflow coach reps compared with Clari Copilot?

Weflow coaches from the recorded conversation: AI scorecards score each call against your methodology, 250+ pre-built prompts turn what was said into Salesforce fields, and the scores accumulate into a record you can track by rep across quarters. Clari Copilot also scores recorded video calls against a scorecard template, but a manager must approve every score before the rep sees it, and no view compares deals against MEDDIC or SPICED. Salesloft Deals fills MEDDPICC and BANT fields only.

What happens to my data if I cancel 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.

How does Weflow handle recording 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 application records the meeting without sending a notetaker into the call and transcribes locally. Only admins can delete a recording, so every deletion is traceable to a named admin.

Does Weflow offer view-only seats?

Yes, view-only licenses are free, available up to the number of recording licenses you hold. Product, customer success, enablement and leadership can watch recordings and read AI summaries without a paid seat, which is what stops teams rationing access to their own call library.

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