Weflow captures your emails, meetings and calls into your own Salesforce, then runs forecasting and deal intelligence on that data, from $19 per user per month. InsightSquared, now Mediafly Intelligence, keeps activity in its own store, and Mediafly no longer markets it.
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 | InsightSquared | |
|---|---|---|
| Product status | Sold and marketed | No longer marketed |
| Price per user | $19–$79 a month | Quote only |
| Time to go live | 2–3 weeks | 8–10 weeks |
| Where captured activity lives | Your Salesforce | Mediafly's own store |
| Data hosting | Frankfurt, EU or UK option | US only |
"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."
.svg){kind=logo}
%201.svg)
"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."
.webp)
"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."
.webp)
"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 historical pipeline reporting across HubSpot, SAP or SugarCRM as well as Salesforce, InsightSquared is a good choice. When you want forecasting that runs on complete Salesforce activity data, with calls and AI Field Updates in the same product, choose Weflow.
Activity CaptureShow 6 capabilitiesHide
| Capability | Weflow | InsightSquared |
|---|---|---|
| Email capture | StrongerServer-side capture through a central app in Google Workspace or Microsoft 365.No action from the rep, on any device. | An admin connects Google Workspace or Microsoft 365 once as a service account.No rep login. |
| Meetings logged in Salesforce | StrongerEvery external meeting logged as a Salesforce Event.Logged whether or not it was recorded. | Meetings pulled into Intelligence's own store, outside Salesforce. |
| Where captured activity is stored | StrongerEmails as Salesforce EmailMessage or Task records, meetings as Event records.Yours, and reportable in Salesforce. | Kept in Mediafly's own store.Emails reach Salesforce only through sync actions an admin sets up. |
| Matching to the right opportunity | StrongerWeighs contact role, owners, account and stage to pick one opportunity.Falls back to the account when the evidence does not settle it. | Counts an email on every opportunity whose contacts are on it.Does not choose one. |
| Capture exclusions | StrongerAdmins exclude by domain, object, keyword or custom rules.Reps can mark emails and events private. | Admins choose whose mailboxes are pulled. |
| Setup | StrongerTwo managed packages, one integration user and one central mail app.About an hour of technical setup, live in two to three weeks. | No install per rep.Mediafly implementations run 8 to 10 weeks and at most 90 days. |
Integration & platformShow 6 capabilitiesHide
| Capability | Weflow | InsightSquared |
|---|---|---|
| Salesforce sync | StrongerReal-time, two-way sync on the Salesforce API.Inherits custom objects, validation rules, permissions and role hierarchy. | Copies Salesforce objects into its own store through field mapping, under a daily API cap.One primary user's connection syncs data for everyone. |
| Data access outside the tool | StrongerREST API exports transcripts, metadata, scores and signals as JSON or CSV.MCP connector for AI assistants. | Coach has a REST API, switched on by request.Intelligence data leaves only as CSV exports. |
| Data residency | StrongerGerman company hosted in Frankfurt.Your instance runs in your Salesforce region, with an EU or UK override. | Intelligence and Coach are hosted only in AWS US-East.EU hosting exists only for Mediafly's content product. |
| AI data handling | StrongerZero AI data retention.Customer data is never used to train models. | Contract bars training on customer input.No zero data retention commitment for its AI providers. |
| Security certifications | SOC 2 Type II, HIPAA, GDPR and CCPA.Third-party penetration testing. | SOC 2 Type II, audited every year.GDPR with a data processing agreement and EU Standard Contractual Clauses. |
| CRM coverage | Salesforce only.No HubSpot, Dynamics or other CRM. | StrongerSalesforce, HubSpot, SAP Sales Cloud and SugarCRM.HubSpot syncs both ways. |
Forecasting & pipeline analyticsShow 7 capabilitiesHide
| Capability | Weflow | InsightSquared |
|---|---|---|
| Forecast submissions and roll-ups | Reps submit a baseline and best case, as a total or by named deals.Every version is kept, managers override with a logged rationale, and deadlines lock the call. | Forecast Submission: reps submit monthly or quarterly numbers by forecast type and segment, and managers override as numbers roll up.Every change is kept. |
| Forecast accuracy | Accuracy tracked per period for each rep, manager and team.Measured against a field the admin chooses, with no setup. | StrongerOut-of-the-box Forecast Accuracy dashboard.Percent error between the first forecast and final bookings, by rep and team over twelve months. |
| AI forecast prediction | AI projection returns a low, middle and high range.Built on more than 50 deal signals and up to two years of history; needs six months of history. | AI-predicted quarter forecast by category, beside the team's call and the CRM weighted pipeline.Models train on your own won and lost deals. |
| Multiple forecast types | StrongerParallel forecast setups for new business, renewal and expansion.Each has its own amount field, date field, stages, cadence and targets. | Submissions by forecast type and segment, such as new business and renewal.Mediafly's team hierarchies do not apply to forecasting. |
| Pipeline history and waterfall | Snapshots every opportunity every few hours.Waterfall from created to won, and each bar opens the deals behind it. | StrongerRebuilds every record as it stood on any past day from field history.Flow report waterfall between any two dates, with the deals behind each bar. |
| Stage movement and conversion | Stage conversion by month and stage, days in stage and team benchmarks.No pipeline flow view of stage-to-stage movement. | StrongerProgression chart shows deals advancing, stalling or lost at each stage.Time in stage and conversion per stage, split by rep. |
| Prebuilt reports and dashboards | 30+ prebuilt pipeline metrics and dashboards.Coverage, win rate, sales cycle, stage conversion and deals at risk. | StrongerMore than 350 prebuilt reports.Ready dashboards for forecast reviews, win-loss and rep performance; copy, edit and schedule without code. |
Deal IntelligenceShow 6 capabilitiesHide
| Capability | Weflow | InsightSquared |
|---|---|---|
| AI deal scoring | StrongerScores every opportunity from 0 to 100 nightly, trained on your own closed deals.Shows the drivers behind each score. | Confidence to Close model trained on your won and lost deals, retrained weekly.No drivers per deal; model changes go through the Mediafly CSM. |
| Deal risk warnings | 50+ deal signals.Warnings built as rules on opportunity fields or computed fields such as days inactive. | Energy Score flags low-engagement deals red.Actions Feed pushes reminders and missing-information alerts to every user. |
| Deal summaries across calls and email | StrongerAI summary across every meeting on the opportunity.AI Playbooks read every email, meeting, transcript and CRM field on the deal. | No deal-level summary.Intelligence's AI writes report summaries and Coach summarises single calls. |
| Deal board and editing | StrongerConfigurable deal board with last email, last and next meeting and the activity timeline.Every field edits back to Salesforce. | Opportunities view with filters, Activity by Day and the Energy Score.Writes back only fields an admin marks writable. |
| Ask AI | StrongerAsk Weflow AI answers questions across Salesforce records, emails, meetings and transcripts.Inherits Salesforce permissions. | Command Center, in beta, answers questions about sales content only, not deals, calls or the forecast. |
| Access from AI assistants (MCP) | StrongerOfficial read-only MCP connector.Assistants such as Claude or ChatGPT reach playbooks, call summaries, transcripts and forecast calls. | Command MCP, in beta, exposes only Value Toolbuilder business cases.No assistant reaches Intelligence or Coach data. |
Conversation IntelligenceShow 8 capabilitiesHide
| Capability | Weflow | InsightSquared |
|---|---|---|
| Meeting recording | StrongerNotetaker records Zoom, Microsoft Teams, Google Meet and Webex.Desktop app records without a bot in the call. | Coach's Mediafly Notetaker bot records Zoom and Microsoft Teams. |
| Phone and dialer calls | Pulls Outreach dialer calls in automatically.Desktop app records softphones such as Aircall and RingCentral whose audio runs through the computer. | StrongerImports calls from more than 30 call and CRM systems.Any other phone system connects through an SFTP or Amazon S3 upload. |
| Transcription languages | Stronger96 languages with automatic language detection.Follow-up email in the meeting language, Salesforce summary in the workspace language. | 16 languages from a fixed list. |
| AI meeting summaries | StrongerSummary within about a minute, from as many templates as the team wants.Written to the Salesforce Event; more than 250 prebuilt prompts. | Summary, next steps and questions and answers per call, once Mediafly support switches it on. |
| AI Field Updates (MEDDIC, SPICED, BANT) | StrongerWrites values from calls into Salesforce fields of every type except lookups.Includes picklist, number, date and multi-select fields. | No CRM field updates from calls.A call reaches Salesforce only when a user clicks Sync to Salesforce. |
| Coaching scorecards | Every recorded call scored automatically against your methodology.Managers can override the score. | Customisable scorecards filled in by the rep and by the manager.The gap between the two shows where to coach. |
| Trackers and alerts | Custom trackers count competitor, pricing and objection mentions.Reported by rep, team, region and over time. | StrongerTopic and keyword tracking with Smart Alerts by email or in Coach.Rules on caller, talk ratio, keywords or topic coverage, per call or as a trend. |
| AI follow-up emails | StrongerDrafts a follow-up email from the transcript after each meeting.Templates can pull Salesforce fields. | No AI follow-up email drafts.Coach's AI covers summaries, next steps and questions and answers. |
Which one fits your team
You are replacing InsightSquared
Weflow imports 12 months of opportunity history from Salesforce, can backfill 24 months of emails and meetings, and rebuilds your forecast setups during onboarding. Mediafly no longer markets Intelligence or forecasting.
Better fit: Weflow
Activity must live in your own Salesforce
Weflow logs emails and meetings as native Salesforce records. Intelligence keeps captured activity in Mediafly's store.
Better fit: Weflow
You want call data in Salesforce fields
AI Field Updates write MEDDIC, SPICED or BANT values from calls into Salesforce. Coach writes no fields from calls.
Better fit: Weflow
Your data has to stay in the EU
Weflow is hosted in Frankfurt with an EU or UK override. Intelligence and Coach are hosted only in the United States.
Better fit: Weflow
You want to ask AI about deals and calls
Ask Weflow AI and the MCP connector cover deals, calls and the forecast. Mediafly's AI assistant covers sales content only.
Better fit: Weflow
You need the forecast running this quarter
Weflow typically goes live in two to three weeks. Mediafly implementations run 8 to 10 weeks.
Better fit: Weflow
You run HubSpot, SAP or SugarCRM
Weflow works only with Salesforce. Intelligence connects to HubSpot, SAP Sales Cloud and SugarCRM as well.
Better fit: InsightSquared
You rely on deep historic pipeline reporting
Intelligence rebuilds any past day from field history and lists more than 350 prebuilt reports. Weflow ships 30+ dashboards and no pipeline flow view.
Better fit: InsightSquared
Pricing compared
Weflow publishes per-seat prices with no platform fee and no implementation fee. Mediafly quotes each customer by modules, users and integrations.
| Weflow | InsightSquared | |
|---|---|---|
| Seat price | $19 Activity & Contact Capture, $39 Conversation Intelligence, $39 Deal Intelligence & Forecasting; bundles $49, $59 and $79 (per user per month, billed annually) | Quote only, by modules, users and integrations |
| Platform fee | None | Quote only |
| Implementation fee | None | Quote only |
| AI usage | Included in the seat | Quote only |
| Free trial | 14 days for Activity Capture and Conversation Intelligence | Quote only |
IncludedCosts extraNot offeredWeflow's bundles are Revenue AI Foundation at $49, Revenue AI Business at $59 and Revenue AI Enterprise at $79 per user per month.
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
InsightSquared (Mediafly)What they like
“InsightSquared has been really helpful in visualizing data, setting forecasts and goals for sales teams, and seeing historical trends using information directly derived from Salesforce.”
ANAndrew N.Mid-Market, 4.5/5 · G2 review
Where it falls short
“Need to improve to help more like forcast, custom objects limitations. In normal salesforce world custom objects are very common.”
VUVerified User in Hospital & Health CareMid-Market, 3.5/5 · G2 review
Replacing InsightSquared with Weflow
Product
Replaces forecasting and pipeline
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 InsightSquared still available?
InsightSquared still runs, under the name Mediafly Intelligence, for existing customers. Mediafly bought InsightSquared in January 2022 and retired the standalone InsightSquared Sales Analytics product on 24 January 2023. Mediafly no longer markets Intelligence or forecasting on its website, which sells Engagement, Value and Learning & Coaching instead. It still documents and patches Intelligence and Coach and lists both on its status page.
What is Mediafly Intelligence, and how does it relate to InsightSquared and ExecVision?
Mediafly Intelligence is InsightSquared's forecasting, pipeline analytics and activity capture product under its new owner. Mediafly sold it as Intelligence360 inside its Revenue360 suite. Mediafly also bought ExecVision in 2022, and ExecVision's conversation intelligence became Mediafly Coach. The app still runs at app.insightsquared.com.
How do I migrate from InsightSquared to Weflow?
Weflow imports 12 months of opportunity history from Salesforce by default, so your pipeline and forecast reporting does not depend on exporting data from Intelligence, which offers only CSV exports. Weflow can backfill up to 24 months of past emails and meetings straight from your mailboxes. For call recordings, Weflow imports recordings from most conversation intelligence tools, Coach included, through the vendor's API or from exported files, at no extra cost, typically in one to two weeks; Coach's API is switched on by request through Mediafly. Forecast setups are rebuilt in Weflow during onboarding.
How long does it take to replace InsightSquared with Weflow?
The technical setup is one session of about an hour with your Salesforce admin and your Google Workspace or Microsoft 365 admin. Teams typically go live in two to three weeks, and Weflow charges no implementation fee. Mediafly states 8 to 10 weeks, and at most 90 days, for its implementations.
Does Weflow match InsightSquared's forecasting?
Weflow covers the same forecasting core: forecast submissions with manager overrides and version history, forecast accuracy tracking per rep and team, an AI projection beside the team's call, and a pipeline waterfall. InsightSquared goes further on historic reporting, with more than 350 prebuilt reports, a progression chart of stage-to-stage movement and any past day rebuilt from field history. Weflow ships 30+ pipeline dashboards and has no pipeline flow view. Forecasts submitted in Weflow stay in Weflow and are not written to a Salesforce field.
Can Weflow replace Mediafly Coach for call recording?
Yes, for meeting recording. Weflow records Zoom, Microsoft Teams, Google Meet and Webex, transcribes 96 languages with automatic detection, and writes AI summaries and AI Field Updates into Salesforce. Coach records Zoom and Microsoft Teams, transcribes 16 languages and sends a call to Salesforce only when a user clicks Sync to Salesforce. If most of your calls run through a phone system, check your dialer first: Coach imports calls from more than 30 call systems, while Weflow pulls Outreach dialer calls and records softphones through its desktop app.
We use HubSpot with InsightSquared. Can we move to Weflow?
No. Weflow works only with Salesforce and does not support HubSpot, Dynamics or any other CRM. Mediafly Intelligence connects to HubSpot, SAP Sales Cloud and SugarCRM as well as Salesforce.
How does Weflow pricing compare to InsightSquared?
Weflow publishes its prices: Deal Intelligence & Forecasting is $39 per user per month, and Revenue AI Enterprise, which adds Activity & Contact Capture and Conversation Intelligence, is $79, billed annually. AI summaries, AI Field Updates and Ask Weflow AI are included in the seat. Mediafly publishes no prices and quotes each customer by modules, users and integrations.
Where is our data stored?
Weflow writes captured emails and meetings into your own Salesforce as native records. Weflow is a German company hosted in Frankfurt and runs your instance in your Salesforce region, with an EU or UK override, and keeps zero AI data retention. Mediafly hosts Intelligence and Coach only in AWS US-East, so a European team's activity, forecast and call data is stored in the United States.
Try before you buy
We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.
Trusted by top-performing revenue teams
