Weflow is the Revenue AI Orchestration platform for sales, customer success, and RevOps teams. It captures every email, meeting and call, turns conversations into structured CRM data you own, and forecasts on it. Einstein Conversation Insights, now Conversation Intelligence, analyses recordings that other systems make.
Weflow ticked all the boxes: GDPR-compliant, tightly integrated with Salesforce, simple to use, and without the heavy price tag of U.S. vendors.
Bastian Stosic, Head of Media Sales Operations, HolidayCheck · Case study
At a glance
What each covers
| Weflow | Einstein Conversation Insights | |
|---|---|---|
| How it is bought | From $19 a user, per product | Inside Sales Cloud editions, $195–$550 |
| Records calls itself | Notetaker, desktop and mobile | Processes recordings made elsewhere |
| Salesforce fields filled from calls | Any field type | Built in Flow by your team |
| Email and meeting capture | Included from $19 | Separate product |
| Forecasting | Built in | Separate Sales Cloud product |
"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 keyword insights on calls inside the Sales Cloud edition you already have, Einstein Conversation Insights is a good choice. When you want calls recorded, written into Salesforce fields and fed into a forecast, on one platform, choose Weflow.
Conversation IntelligenceShow 11 capabilitiesHide
| Capability | Weflow | Einstein Conversation Insights |
|---|---|---|
| Video meetings | StrongerNotetaker on Zoom, Microsoft Teams, Google Meet and Webex records every external meeting, and a desktop app records without a bot. | Processes the recordings Zoom, Google Meet and Microsoft Teams keep in their own cloud, with no bot.It starts no recording itself. |
| Phone calls | The desktop app records softphones such as Aircall and RingCentral, and Outreach dialer calls are pulled in with transcript and summary. | StrongerTakes calls from Sales Dialer, Service Cloud Voice, Dialpad, RingCentral, Aircall, Amazon Connect and others, keeping recordings two years. |
| Which calls are processed | StrongerEvery external meeting on a connected calendar, logged as a Salesforce Event whether or not it was recorded. | Only calls with an external participant, over 10 seconds for voice or a minute for video, hosted by a licensed user. |
| Transcription | Stronger96 languages with automatic language detection.Follow-ups are written in the meeting's language. | 37 languages with regional variants; which insights it detects varies by language. |
| Summaries and follow-ups | StrongerSummary within about a minute from as many templates as you need, written to the Salesforce Event, plus a drafted follow-up email. | A fixed summary of impression, summary and next steps, sold as the Call Summaries add-on on Core and Advanced. |
| AI Field Updates | StrongerWrites values from calls into Salesforce fields of every type except lookups, automatically or after review, with MEDDIC templates ready. | Writes no values into fields.Teams build it in Flow around its transcript action, or buy Agentforce for Sales at $125 a user. |
| Trackers and insights | Keyword and phrase trackers for competitors, pricing and objections, reported by rep, team and period. | StrongerAutomatic insights plus up to 100 custom insights of 25 keywords each, with standard reports such as competitor mentions. |
| Coaching | StrongerEvery recorded call scored against MEDDIC, MEDDPICC or Challenger templates, with manager override; scores roll up per rep. | Manual coaching: time-stamped comments, shared call collections and reports of calls without comments. |
| Recording consent | StrongerOpt-in, opt-out or none, a notice in the meeting chat with a stop link, an optional pre-meeting email and a consent log. | Leaves consent to the dialer or meeting platform that records. |
| In-person meetings | StrongeriOS and Android apps record in-person meetings and voice notes, synced to Salesforce and included with Conversation Intelligence. | In-Person Meeting Transcription in the Salesforce mobile app, with the Einstein for Sales add-on. |
| Ask AI | StrongerAsk Weflow AI answers across records, emails, meetings and transcripts, for a call, a deal or the whole pipeline. | Call Explorer answers questions about one call from its transcript. |
Integration & PlatformShow 5 capabilitiesHide
| Capability | Weflow | Einstein Conversation Insights |
|---|---|---|
| Where call data lives | StrongerTranscripts, summaries and field values in native Salesforce objects that you own and report on. | Calls, participants and insights as native Voice Call and Video Call records; video stays with the meeting platform. |
| Setup | StrongerOne central app in Google or Microsoft, with no per-rep step.Technical setup takes 30–45 minutes. | An admin turns it on, connects providers and assigns permission sets, then each user connects their own video account. |
| Data residency | StrongerHosted in the EU, US or APAC (Frankfurt, New York or Sydney), matched to your Salesforce region, with an EU or UK override. | Data from European orgs is stored in Europe but processed in the United States. |
| AI data handling | StrongerZero AI data retention, and customer data never trains models. | Salesforce builds global predictive models from customer data without personal information, with an opt-out process. |
| API and MCP | REST API exports transcripts, scores and signals, and a read-only MCP connector serves Claude, ChatGPT and other assistants. | Standard Salesforce actions return transcripts and insights, and Salesforce's Hosted MCP Server reaches them. |
Activity CaptureShow 4 capabilitiesHide
| Capability | Weflow | Einstein Conversation Insights |
|---|---|---|
| Email capture | StrongerServer-side capture through a central app, logged as EmailMessage or Task records, from $19/user/month. | Captures no email; that is Einstein Activity Capture, a separate product. |
| Meeting logging | StrongerEvery external calendar meeting logged as a Salesforce Event, recorded or not. | Logs only recorded meetings with an external participant, as Video Call records. |
| Matching to the right opportunity | StrongerWeighs contact role, owner, account and stage, and reps re-map from the Outlook add-in or Chrome extension. | Links each call to the opportunity with the most contact roles among its participants, then the most recently modified one. |
| History | StrongerPast emails and meetings backfilled into Salesforce, typically up to 24 months. | Calls placed before a user gets an ECI permission set are never processed. |
Deal Intelligence & ForecastingShow 4 capabilitiesHide
| Capability | Weflow | Einstein Conversation Insights |
|---|---|---|
| Deal risk | Stronger50+ deal signals, configurable warnings and an AI deal score from 0 to 100, trained on your own closed deals. | Flags risks from conversations only, such as objections and competitor mentions; deal scoring is a separate Sales Cloud feature. |
| Deal summary | StrongerA deal-level AI summary across every meeting on the opportunity, with communication velocity. | Summarises one call at a time; no summary across a whole deal. |
| Forecasting | StrongerDeal-by-deal submissions, roll-ups, an AI projection with a low, middle and high range, and parallel forecast types. | No forecasting;Salesforce sells forecasting and Predictive Forecasting as separate line items. |
| Pipeline analytics | StrongerWaterfall, pacing, stage conversion and 30+ prebuilt metrics on snapshots taken every few hours. | No pipeline views; its reports cover calls and call insights. |
Which one fits your team
You switched ECI on and reps still type notes
ECI flags keywords but writes no field values. Weflow writes MEDDIC or SPICED answers from calls into any Salesforce field type.
Better fit: Weflow
Your meetings are not recorded anywhere yet
ECI processes recordings other systems make. Weflow's notetaker, desktop app and mobile app record every external meeting themselves.
Better fit: Weflow
You need email and meetings in Salesforce too
Activity & Contact Capture at $19 logs every email and meeting. In Salesforce that takes Einstein Activity Capture, a separate product.
Better fit: Weflow
Your CRO needs a forecast built on calls
Weflow feeds call and activity signals into deal scores and an AI projection. ECI has no forecasting; Salesforce sells it separately.
Better fit: Weflow
Call data must be processed in the EU
Weflow hosts in the EU, US or APAC with zero AI data retention. ECI processes European orgs' data in the United States.
Better fit: Weflow
Phone is most of your selling
ECI takes calls from about nine telephony systems, including Dialpad, RingCentral and Amazon Connect, and keeps recordings two years in Salesforce.
Better fit: Einstein Conversation Insights
You only need keyword insights you already licence
Conversation Intelligence comes with the Core, Advanced and Max sales editions, with competitor and objection insights in standard reports.
Better fit: Einstein Conversation Insights
You want everything on one Salesforce contract
ECI sits inside Sales Cloud beside Agentforce and Momentum. Weflow is a separate platform built for Salesforce teams.
Better fit: Einstein Conversation Insights
Pricing compared
Weflow is priced per seat, per product, with no platform or implementation fee. Einstein Conversation Insights comes inside Salesforce's sales editions, with summaries and field updates sold as add-ons.
| Weflow | Einstein Conversation Insights | |
|---|---|---|
| Seat price | $19 Activity & Contact Capture, $39 Conversation Intelligence, $39 Deal Intelligence & Forecasting; bundles at $49, $59 and $79 (per user per month, billed annually) | Included in the Core $195, Advanced $395 and Max $550 sales editions (per user per month) |
| Call summaries | Included | Paid add-on on Core and Advanced; included in Max |
| Field updates from calls | Included in Conversation Intelligence | Agentforce for Sales, $125 per user per month |
| Processing limits | No cap on recordings or hours | Up to 675 processed call hours a year per licence, pooled |
| Email and meeting capture | $19 Activity & Contact Capture | Einstein Activity Capture, a separate product |
IncludedCosts extraNot offeredSalesforce's Sales Engagement add-on, at $50 per user per month, also includes Conversation Intelligence with Einstein Activity Capture and sales cadences.
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
Einstein Conversation InsightsReplacing Einstein Conversation Insights with Weflow
Product
Replaces Einstein Conversation Insights
Conversation Intelligence
AI notetaker to record, transcribe meetings, update Salesforce, and get AI insights from conversations.
$39
per user / month
Includes
Ask AI Agent Builder Mobile Copilot
- AI meeting summaries, field updates and follow-up emails
- AI coaching and scoring
- 250+ pre-built prompts (MEDDIC, SPICED, etc.)
- Auto-language detection (96+ languages)
- Unlimited view-only licenses
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
We already have Conversation Intelligence in Sales Cloud. Why add Weflow?
Because it analyses calls but does not act on them. Einstein Conversation Insights processes recordings your dialer or meeting platform makes, flags keywords and writes a fixed summary. It writes no field values, captures no email and has no forecasting. Weflow records every external meeting, writes AI Field Updates into any Salesforce field type, captures email and meetings, and feeds all of it into deal scores and forecasts.
Is Einstein Conversation Insights still sold?
Yes, under a new name. Salesforce renamed it Conversation Intelligence with the same functionality, documents it for the Winter '27 release and includes it in the Core, Advanced and Max sales editions. Salesforce now markets its call intelligence as Conversation Intelligence powered by Momentum, which builds on Einstein Activity Capture and Einstein Conversation Insights.
Does Einstein Conversation Insights record calls itself?
No. It transcribes and analyses recordings made elsewhere: Sales Dialer and about nine telephony systems for phone calls, and the cloud recordings Zoom, Google Meet and Microsoft Teams keep for video, with each user connecting their own video account. Weflow's notetaker joins every external meeting, its desktop app records without a bot, and its mobile app records in-person meetings.
Can it update opportunity fields from a call?
Not by itself. Salesforce's route is automation your team builds in Flow or a prompt template around the Get Conversation Transcript action, or Agentforce for Sales at $125 per user per month. Weflow's AI Field Updates write values from calls into standard and custom fields of every type except lookups, so a MEDDIC or SPICED answer lands where your reports read it, automatically or after a rep's review.
How does coaching compare?
Coaching in Einstein Conversation Insights is manual: managers leave time-stamped comments, collect calls into shared collections, share segments in Slack and use reports of calls without comments. Weflow scores every recorded call against templates such as MEDDIC or Challenger, with manager override, and rolls the scores up per call, deal and rep over time.
Which calls does it process?
Calls with at least two participants and one external, voice calls over 10 seconds and video calls over a minute, hosted by a licensed user. Calls placed before a user gets the permission set are never processed, and each licence carries up to 675 processed hours a year, pooled across the org. Weflow logs every external meeting and records with no cap on hours.
Where is call data processed?
Einstein Conversation Insights stores data from European orgs in Europe but processes it in the United States, and Salesforce builds global predictive models from customer data without personal information unless you opt out. Weflow hosts in Frankfurt, New York or Sydney, matching your Salesforce region with an EU or UK override, keeps zero AI data retention and never trains models on customer data.
Can Weflow and Salesforce's own tools run together?
Yes. Weflow writes into native Salesforce objects, so Salesforce reports, Flows and Agentforce read what it captures. Weflow runs next to Einstein Activity Capture once its event sync is one-way, and an admin sets it up centrally in a technical session of 30–45 minutes, with a 14-day free trial on your own Salesforce first.
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