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. Outreach is a sales engagement platform for sequences and calling, and many teams run the two side by side.
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 | Outreach | |
|---|---|---|
| Price per user | $19–$79 a month | Quote only, plus AI credits |
| Emails captured | Every external email | Only with Outreach prospects |
| Sequences and dialer | None; runs beside Outreach | Built in |
| Transcription languages | 96 | 28 |
| Forecasting | From $39 a user | Top package 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."
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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 running sequences, calling and prospecting agents from one platform, Outreach is a good choice. When you want every customer conversation in your CRM, not only those with prospects in a sequence, and a forecast built on it, choose Weflow.
Activity CaptureShow 7 capabilitiesHide
| Capability | Weflow | Outreach |
|---|---|---|
| Email capture | StrongerServer-side capture of every external email through a central app in Google Workspace or Microsoft 365, with no rep action, logged as EmailMessage or Task records. | Syncs each rep's connected mailbox, but only emails with people who already exist as Outreach prospects.Emails are logged as Salesforce Tasks. |
| Meeting capture | StrongerEvery external calendar meeting logged as a Salesforce Event, whether or not it was recorded.A recording adds the summary to the same activity. | Logs meetings as Salesforce Events, by default only meetings with a prospect that the Outreach user organised. |
| Matching to the right opportunity | StrongerWeighs contact role, owner, account and stage when an account has several open opportunities.Reps re-map from the Outlook add-in or Chrome extension, once per thread. | Attaches activity through the prospect's contact role or the most recent opportunity.Reps pick the opportunity while composing, but cannot re-map a sent email. |
| Contacts and contact roles | StrongerCreates missing Salesforce contacts from email recipients under admin rules, and adds Opportunity Contact Roles when it logs an email. | Creates a prospect only when a rep emails someone new through its Gmail extension or Outlook add-in, with automatic creation switched on. |
| Historical backfill | StrongerPast emails and meetings written into Salesforce, typically up to 24 months.Run by Weflow's team. | Pulls up to a year of past email when a rep connects a mailbox, only with people who are prospects at that moment.Anyone added later gets no history. |
| Running beside other tools | StrongerCompatibility Mode delays the sync and skips emails carrying Outreach's tracking pattern, so nothing Outreach logs lands twice. | Avoids duplicates with People.ai through a manual message ID setup, and asks customers to remove other recording tools before using Kaia. |
| Setup | StrongerAn admin installs one central app in Google or Microsoft, and no rep connects a mailbox.Technical setup takes 30–45 minutes. | An admin configures the Salesforce sync centrally, but email capture starts only as each rep connects their own mailbox. |
Integration & PlatformShow 6 capabilitiesHide
| Capability | Weflow | Outreach |
|---|---|---|
| CRM support | Salesforce only, built on the Salesforce API in real time and both directions, respecting custom objects, validation rules and permission sets. | StrongerSalesforce, Microsoft Dynamics and ServiceNow Sales CRM natively.The Salesforce sync polls every 10 minutes by default. |
| Where activity lands | StrongerEmails as EmailMessage or Task records, meetings as Events, and transcripts and summaries in native Salesforce objects that stay after cancellation. | Emails, calls and tasks as Salesforce Tasks and meetings as Events.Kaia summaries and recording links go to the Event or a custom object. |
| API, MCP and data access | REST API bulk-exports transcripts, scores and signals as JSON or CSV, and a read-only MCP connector serves Claude, ChatGPT and other assistants. | StrongerPublic API, Snowflake and Delta Sharing, and its own MCP server with 42 tools, used from Claude, Microsoft Copilot and Agentforce. |
| Security | SOC 2 Type II, HIPAA, GDPR and CCPA, with zero AI data retention and no training on customer data.ISO 27001 targeted December 2026. | StrongerSOC 2 Type II, ISO 27001, ISO 27701 and ISO 42001.Its AI runs on third-party models that are not trained on customer data. |
| 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. | Hosted on AWS in the United States or in Dublin, chosen at sign-up. |
| Sales engagement | No sequences, cadences or dialer.Weflow runs beside your engagement tool and pulls Outreach dialer calls in with transcript and summary. | StrongerMulti-step sequences across email, calls and LinkedIn, the Outreach Voice dialer and prospecting agents. |
Conversation IntelligenceShow 9 capabilitiesHide
| Capability | Weflow | Outreach |
|---|---|---|
| Meeting recording | Notetaker on Zoom, Microsoft Teams, Google Meet and Webex for every external meeting.The desktop app for Windows and macOS records without a bot. | Kaia joins Zoom, Teams, Meet and Webex, auto-joining only meetings with an Outreach prospect on the invite.It can also ingest the platform's own recording. |
| Phone calls | The desktop app records softphones such as Aircall and RingCentral, and Outreach dialer calls are pulled in automatically with transcript and summary. | StrongerRecords calls in Outreach Voice, its own dialer, and imports recordings from Orum, Nooks and Gong. |
| Transcription | Stronger96 languages with automatic language detection.Follow-ups are written in the meeting's language. | 28 languages, up to ten per org, detecting between each user's default and one additional language. |
| Summaries and follow-ups | StrongerSummary within about a minute, from as many templates as you need, written to the Salesforce Event.A follow-up email is drafted after every meeting. | AI summaries from configurable templates, set per workflow and per user.A follow-up is drafted from the summary when the rep asks. |
| AI Field Updates | StrongerWrites values from calls into Salesforce fields of every type except lookups, on standard and custom objects.Each field updates automatically or waits for review. | Deal Agent writes Kaia values into any opportunity field, automatically, only when empty or after a rep confirms, on one org-wide methodology. |
| Coaching scorecards | Every recorded call scored against MEDDIC, MEDDPICC or Challenger templates, with manager override.Scores roll up per call, deal and rep. | Smart Kaia Coach scores calls against coach cards automatically, with weighted questions. |
| Live help during the call | Coaches after the call, not during it. | StrongerReal-time content cards on competitors, product, pricing and integrations during the call. |
| Call library and sharing | StrongerSearchable library; reps turn chapters or transcript passages into clips and playlists.Free view-only licenses for anyone reviewing calls. | Searchable library and shared playlists of whole recordings.Recordings live inside Outreach, so leaders need a login or a shared link. |
| In-person meetings | StrongeriOS and Android apps record in-person meetings and voice notes, synced to Salesforce and included with Conversation Intelligence. | The mobile app records Outreach Voice phone calls, not in-person meetings; a recording made elsewhere can be uploaded to Kaia. |
Deal Intelligence & ForecastingShow 7 capabilitiesHide
| Capability | Weflow | Outreach |
|---|---|---|
| Deal board | StrongerOpportunity, account and contact fields side by side with last email and next meeting, every field editable back to Salesforce. | A deal grid edits every deal in one view and writes back to the CRM, with saved views and a timeline per deal. |
| AI deal scoring | StrongerScores every opportunity 0 to 100 nightly, trained on your own closed deals, from 50+ signals including all captured email and meeting activity. | Scores every open deal 0 to 100 on 15 activity signals against similar past deals, with suggested actions. |
| Qualification methodology | StrongerAI Playbooks fill MEDDIC, SPICED, BANT or your own framework from every email, meeting and CRM field, and write the results to Salesforce fields. | Deal Agent fills MEDDPICC, MEDDIC or a custom methodology from Kaia conversations. |
| Forecast submissions | StrongerReps submit a baseline and best case tied to named deals.Calls roll up, managers override with a logged reason, and every version is kept. | Rep calls roll up the hierarchy and managers submit the roll-up or their own number with notes, all kept.Only in Amplify Pro. |
| AI forecast and forecast types | StrongerAI projection returns a low, middle and high range from 50+ deal signals.Parallel forecasts for new business, renewal and expansion. | AI Projection predicts the period finish from won business and weighted pipeline, with separate forecasts such as New ARR and Expansion. |
| Forecast accuracy | StrongerAccuracy tracked per period for each rep, manager and team, with no setup. | Forecast Trends charts each manager's call against the roll-up, AI projection and won revenue within the period. |
| Pipeline analytics | StrongerWaterfall between any two dates with drill-down, pacing, stage conversion and 30+ prebuilt metrics, on snapshots taken every few hours. | Pacing, stage conversion, next-period coverage and a waterfall for the current and last period, on up to three years of snapshots. |
AI & AgentsShow 2 capabilitiesHide
| Capability | Weflow | Outreach |
|---|---|---|
| Ask AI | Ask Weflow AI answers across Salesforce records, emails, meetings and transcripts, scoped to a call, deal or the whole pipeline. | Omni answers and acts across accounts, deals and conversations in Outreach, Slack and mobile, confirming before it changes a record. |
| AI agents | Agent Builder runs scheduled or record-triggered agents that deliver to Slack, email or PDF, with 25 free actions a month per workspace. | StrongerReady agents for prospecting, research, meeting prep and deal updates, plus Agent Studio, a no-code builder, all spending AI credits. |
Which one fits your team
You run Outreach and need clean Salesforce data
Keep Outreach for sequences. Compatibility Mode skips the emails it already logged, and Weflow captures everyone else your team talks to.
Better fit: Both
Your deals involve people who are not prospects
Outreach logs only people in Outreach. Weflow captures every external email and meeting, from champions to procurement, as native Salesforce records.
Better fit: Weflow
You are replacing Kaia
Weflow records with its notetaker or desktop app, keeps every transcript in your Salesforce and pulls Outreach dialer calls in, at $39/user/month.
Better fit: Weflow
Leaders need calls without an Outreach seat
Weflow writes summaries and transcripts into Salesforce and gives free view-only licenses to anyone who reviews recordings.
Better fit: Weflow
You want to know the price before the demo
Every Weflow price is per seat and public, with AI in the seat and no platform or implementation fee. Outreach quotes every package and meters AI in credits.
Better fit: Weflow
Your SDRs run high-volume sequences
Outreach runs multi-step sequences across email, calls and LinkedIn with its own dialer and prospecting agents. Weflow has no sequences or dialer.
Better fit: Outreach
Reps want prompts during the call
Kaia shows content cards on competitors, pricing and product while the call runs. Weflow coaches after the call.
Better fit: Outreach
You run Dynamics or ServiceNow
Outreach connects natively to Microsoft Dynamics and ServiceNow Sales CRM as well as Salesforce. Weflow works only with Salesforce.
Better fit: Outreach
Pricing compared
Weflow is priced per seat, with every price public and no platform or implementation fee. Outreach quotes each of its four Amplify packages per user and meters its AI in credits.
| Weflow | Outreach | |
|---|---|---|
| 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) | Quote only, per user, across Amplify Essentials, Core, Plus and Pro |
| AI usage | Included in the seat; only Agent Builder is metered | AI credits spent per action: 10,000 to 100,000 a package |
| Forecasting | Deal Intelligence & Forecasting at $39, or the $79 bundle | Amplify Pro, the top package, only |
| Platform fee | None | None |
| Implementation fee | None | Professional services, quoted per customer |
| Free trial | 14 days, with implementation included | None |
IncludedCosts extraNot offeredCompatibility Mode ships with an Outreach preset, so Weflow is priced beside your Outreach contract, not instead of it.
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
OutreachWhat they like
“What I like most is how effectively Outreach manages sales sequences and multi-channel cadences. It automates our email follow-ups, organizes our daily call tasks, and brings LinkedIn touchpoints together seamlessly in a single workflow.”
SFSilvina F.Enterprise, 5/5 · G2 review
Where it falls short
“Kaia can surface next-step and follow-up guidance from calls, but delivery is inconsistent (delayed or missing transcripts), so it’s more of a helpful nudge than a reliable system of record.”
NSNick S.Mid-Market, 4.5/5 · G2 review
Replacing Outreach Kaia with Weflow
Product
Replaces Outreach Kaia
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
Do we have to replace Outreach to use Weflow?
No. Teams that run both keep Outreach for sequences, calling and prospecting, and use Weflow for capture, Conversation Intelligence and forecasting. Compatibility Mode delays Weflow's sync and skips emails carrying Outreach's tracking pattern, so nothing is logged twice, and calls made in the Outreach dialer are pulled into Weflow with their transcript and summary.
Doesn't Outreach already log activity to Salesforce?
It logs what involves Outreach prospects: email synced from each rep's connected mailbox, and meetings an Outreach user organised with a prospect. People who are not prospects, such as a champion's manager or procurement, are never matched, and a prospect added later gets no earlier history. Weflow captures every external email and meeting server-side and writes them as native Salesforce records.
How does Kaia compare with Weflow's Conversation Intelligence?
Both record Zoom, Teams, Meet and Webex, write summaries and score calls. Kaia transcribes 28 languages, shows live content cards and auto-joins meetings with an Outreach prospect on the invite. Weflow transcribes 96 languages, records without a bot through its desktop app, joins every external meeting, and keeps transcripts and summaries in your Salesforce.
Can Weflow fill opportunity fields from calls, like Deal Agent?
Yes. Deal Agent writes Kaia values into opportunity fields on one org-wide methodology. Weflow's AI Field Updates write into standard and custom objects and every field type except lookups, so a SPICED score lands as a picklist value, and each field updates automatically or waits for a rep's review. AI Playbooks also score the whole deal against your framework.
Is forecasting part of every Outreach package?
No. Forecasting sits in Amplify Pro, Outreach's top package, beside scenario planning and territory management. Outreach puts a typical forecasting implementation at 4 to 8 weeks and recommends importing at least three sales periods of history first. Weflow's Deal Intelligence & Forecasting is $39/user/month on its own, with an AI projection, parallel forecasts and accuracy by rep and team.
How does pricing compare?
Outreach is quote-only: four Amplify packages priced per user with no platform fee, each with an allowance of AI credits spent per action, and onboarding sold as quoted professional services. Weflow costs $19 to $79 per user per month, billed annually, with AI included in the seat and no platform or implementation fee; Revenue AI Foundation, capture plus Conversation Intelligence, is $49.
Can leaders review calls without an Outreach seat?
In Outreach, Kaia recordings live inside Outreach: any Outreach user opens them within their permissions, and everyone else needs a shared link. Weflow writes summaries and transcripts into Salesforce, where anyone with access reads them, and gives free view-only licenses, up to the number of recording licenses, to product, enablement and leadership.
How long does Weflow take to roll out beside Outreach?
A Salesforce admin and a mail admin install Weflow centrally in a technical session of 30–45 minutes, with no rep connecting a mailbox. Compatibility Mode ships with an Outreach preset, and a custom tracking domain is added to it if you use one. Rollout typically takes 2–3 weeks, and a 14-day free trial runs on your own Salesforce first.
Where is our data hosted?
Weflow hosts in Frankfurt, New York or Sydney, matching your Salesforce region with an EU or UK override, holds SOC 2 Type II with HIPAA, GDPR and CCPA compliance, and keeps zero AI data retention. Outreach hosts on AWS in the United States or in Dublin, chosen at sign-up, and holds SOC 2 Type II, ISO 27001, ISO 27701 and ISO 42001.
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