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. Revenue Grid is an activity capture tool for Salesforce, with recording and forecasting in its $149 Ultimate tier.
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 | Revenue Grid | |
|---|---|---|
| Activity capture, per user per month | $19 | $30 |
| Full platform, per user per month | $79 | $149 |
| Meetings recorded | Zoom, Teams, Meet, Webex | Teams and Zoom |
| Next to another capture tool | Compatibility Mode | Not supported |
| Forecasting | Its own forecast engine | On Salesforce Forecasts |
"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 Outlook or Gmail sidebar that syncs activity to Salesforce, Revenue Grid is a good choice. When you want capture, Conversation Intelligence and forecasting on one platform at about half the price of Revenue Grid Ultimate, choose Weflow.
Activity CaptureShow 8 capabilitiesHide
| Capability | Weflow | Revenue Grid |
|---|---|---|
| Email capture | StrongerServer-side capture through a central app in Google Workspace or Microsoft 365, logged as EmailMessage or Task records with no rep action. | A server-side Sync Engine saves every non-blocklisted email to Salesforce, in sync sessions every 30 minutes by default and up to 120 on quiet mailboxes. |
| 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. | Calendar items sync both ways between Outlook or Google Calendar and Salesforce, and a new meeting arrives within a couple of minutes. |
| Matching to the right opportunity | StrongerAdmin-set matching rules per team.With several open opportunities on one account, Weflow weighs contact role, owner, account and stage. | An email links to an opportunity only when the rep owns it, it is open and a contact on the email holds a contact role on it. |
| Contacts and contact roles | StrongerCreates missing contacts from email recipients under admin rules, and adds Opportunity Contact Roles when it logs an email. | Creates contacts, leads or accounts for unknown participants with domain rules, both off by default.Contact roles are added by hand. |
| Historical backfill | StrongerPast emails and meetings written into Salesforce, typically up to 24 months.Run by Weflow's team. | Saves the previous six days of Inbox and Sent email at activation.Older email and past calendar items are a custom service that may carry a fee. |
| Running beside other tools | StrongerCompatibility Mode skips emails Outreach, Salesloft, Apollo or Clay already logged, and runs next to Einstein Activity Capture once its event sync is one-way. | Must not run beside another mailbox sync such as Lightning Sync or Salesforce Inbox, which creates conflicts and duplicates. |
| Attachments | StrongerStores email attachments in Salesforce, with a size band per capture configuration that skips signature images. | Saves attachments as Content documents or Attachment records for file types on an admin allow-list; size limits are switched on by support. |
| Inbox sidebar | Outlook add-in and Chrome extension show CRM context and the records an email will log to.Capture runs without them. | StrongerA Sidebar in Outlook and Gmail saves and re-links emails, edits records and keeps a personal blocklist.Reps sign in to Salesforce to use it. |
Integration & PlatformShow 6 capabilitiesHide
| Capability | Weflow | Revenue Grid |
|---|---|---|
| Setup | StrongerAn admin installs one central app, with no install or sign-in per rep.Technical setup takes 30–45 minutes, with no implementation fee. | Central rollout and a mass-installed Sidebar, but each rep signs in with their own Salesforce login.Implementation is a one-time fee. |
| Salesforce integration | StrongerReal-time, two-way integration on the Salesforce API that respects custom objects, validation rules and permissions. | Saves email, meetings, contacts and tasks to Salesforce and mirrors calendar items and tasks both ways.Salesforce Essentials is not supported. |
| Where insights land | StrongerTranscripts, summaries and AI Field Updates are written into native Salesforce objects you own and report on. | AI Mentor writes confirmed opportunity field updates, but meeting summaries stay inside Revenue Grid. |
| API and MCP | StrongerREST API bulk-exports transcripts, scores and signals, and a read-only MCP connector serves Claude, ChatGPT and other assistants. | No public API for captured activity or AI outputs.An MCP server launched in July 2026 exposes relationship history, signals and AI insights. |
| Security and AI data | StrongerSOC 2 Type II, HIPAA, GDPR and CCPA, with zero AI data retention and no training on customer data.ISO 27001 targeted December 2026. | SOC 2 Type 2, ISO 27001, ISO 27701 and an annual HIPAA audit.AI output may be kept up to 30 days to detect abuse. |
| Hosting | Hosted in the EU, US or APAC (Frankfurt, New York or Sydney), matched to your Salesforce region, with an EU or UK override. | StrongerAzure in the US by default, other regions on request, plus a dedicated cloud, your own Azure tenant or on premises. |
Conversation IntelligenceShow 6 capabilitiesHide
| Capability | Weflow | Revenue Grid |
|---|---|---|
| Meeting recording | StrongerNotetaker on Zoom, Microsoft Teams, Google Meet and Webex, plus a desktop app for Windows and macOS that records without a bot. | Records Teams with its notetaker and Zoom through a Dial-In Agent or the connected Zoom account's recordings.Ultimate tier only. |
| Phone calls | StrongerThe desktop app records softphones such as Aircall and RingCentral, and Outreach dialer calls are pulled in with transcript and summary. | Records calls placed through its Twilio integration, on the customer's own Twilio account, and logs each to Salesforce as a Task. |
| Transcripts and summaries | Stronger96 languages with automatic detection, and a summary written to the Salesforce Event within about a minute. | Transcripts from Teams and Zoom audio, and a summary 15 to 20 minutes after a recorded customer meeting the organizer attended. |
| AI Field Updates | StrongerWrites values from calls into Salesforce fields of every type except lookups, on standard and custom objects, automatically or after review. | The full AI Mentor updates imported opportunity fields from transcripts after the rep confirms.Lookup fields cannot be updated. |
| Coaching scorecards | StrongerEvery recorded call scored against MEDDIC, MEDDPICC or Challenger templates that you configure, with manager override. | A fixed post-meeting evaluation scores issues, solutions, value, decision-making and next steps.Customers cannot build their own scorecards. |
| Trackers and library | StrongerKeyword trackers by rep, team and period, a searchable library, and clips and playlists from any chapter or transcript passage. | Up to 40 keywords and 40 tags feed topic dashboards, and recordings play on a meeting page. |
Deal Intelligence & ForecastingShow 6 capabilitiesHide
| Capability | Weflow | Revenue Grid |
|---|---|---|
| Deal board | StrongerOpportunity, account and contact fields side by side with last email and next meeting, every field editable back to Salesforce. | An Opportunities page with chosen columns, engagement and next step, with stage, close date and forecast category editable in place. |
| Deal risk and scoring | Stronger50+ deal signals and an AI score from 0 to 100, trained nightly on your own closed deals, with the drivers behind each score. | Rules in a Signals Builder score deals green, yellow or red, and Pipeline Assistant flags deals as Pushed Out or Predicted Lost. |
| 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. | Summaries capture needs, pain points, risks and the decision process.No named framework such as MEDDIC is assessed. |
| Forecast engine | StrongerReps submit a baseline and best case per deal, roll-ups follow your hierarchy, and an AI projection returns a low, middle and high range. | Commit and best case submissions on Salesforce Collaborative Forecasts, with one forecast manager per role.No predicted forecast total. |
| Forecast types | StrongerParallel forecasts for new business, renewal and expansion, each with its own stages, cadence and targets. | Filters by the forecast types defined in Salesforce Collaborative Forecasts. |
| Pipeline analytics | StrongerWaterfall, pacing, stage conversion and 30+ prebuilt metrics on opportunity snapshots taken every few hours. | Pipeline Evolution shows how deals moved between forecast categories over chosen dates, beside gap to quota and coverage. |
AI & AgentsShow 2 capabilitiesHide
| Capability | Weflow | Revenue Grid |
|---|---|---|
| Ask AI | StrongerAsk Weflow AI answers across Salesforce records, emails, meetings and transcripts, scoped to a call, deal or the whole pipeline. | AI Mentor answers about deals, accounts, emails and meetings inside each rep's Salesforce permissions, from the $49 tier. |
| AI agents | StrongerAgent Builder runs scheduled or record-triggered agents of your own that deliver to Slack, email or PDF. | Pipeline, Meetings and Mentor assistants run set jobs, and Signals Builder rules can start a Salesforce Flow.No agent builder. |
Which one fits your team
You are replacing Revenue Grid
Your captured history stays in Salesforce as Tasks, EmailMessages and Events. Weflow takes over capture centrally and backfills up to 24 months.
Better fit: Weflow
Reps should not sign in to anything
Weflow captures from one central app, with no add-in to install and no Salesforce login per rep. Revenue Grid's Sidebar needs each rep's Salesforce sign-in.
Better fit: Weflow
You are moving off Einstein Activity Capture
Weflow runs beside it once its event sync is one-way, so you switch over gradually. Revenue Grid must not run beside another mailbox sync.
Better fit: Weflow
You want calls and forecasting without a top tier
Revenue AI Enterprise at $79 covers capture, Conversation Intelligence and forecasting. Revenue Grid adds them only in Ultimate at $149.
Better fit: Weflow
Your methodology fields should fill themselves
AI Field Updates write MEDDIC or SPICED answers from calls into any Salesforce field type. Revenue Grid updates imported fields after a rep confirms.
Better fit: Weflow
Reps live in the Outlook sidebar
Revenue Grid's Sidebar saves, re-links and edits Salesforce records from inside Outlook and Gmail, with a personal blocklist.
Better fit: Revenue Grid
You need on premises or your own cloud
Revenue Grid deploys on a dedicated cloud, in your own Azure tenant or on premises. Weflow is hosted in the EU, US or APAC.
Better fit: Revenue Grid
Part of the business runs Siebel
Revenue Grid sells a Siebel CRM integration at $25 per user per month. Weflow works only with Salesforce.
Better fit: Revenue Grid
Pricing compared
Weflow is priced per seat with no platform or implementation fee. Revenue Grid lists three tiers and sells each by quote on a yearly commitment, with a one-time implementation fee.
| Weflow | Revenue Grid | |
|---|---|---|
| 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) | Activity Capture 360 $30, Knowledge Capture $49, Ultimate $149 per user per month, by quote |
| Activity capture | $19 Activity & Contact Capture | $30 Activity Capture 360 |
| Meeting recording and forecasting | From $49 (Revenue AI Foundation) and $79 (Revenue AI Enterprise) | Ultimate only, at $149 |
| Implementation fee | None | One-time fee, quoted |
| Free trial | 14 days, with implementation included | None |
| Billing | Annual, 10 users minimum | Yearly commitment by quote |
| 50 users, per year | $47,400full platform | $89,400Ultimate |
IncludedCosts extraNot offeredRevenue Grid's Siebel CRM integration is sold separately at $25 per user per month.
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
Revenue GridWhat they like
“Revenue Grid has consistently provided exceptional support. Whenever we submit a support ticket, the team responds quickly and takes immediate action.”
JMJansen M.Mid-Market, 5/5 · G2 review
Where it falls short
“We’ve also experienced occasional delays when syncing activities between Outlook and Salesforce. Although these issues are usually resolved with support, better stability and reliability—and fewer prompts to reauthenticate—would make the overall experience even better.”
VUVerified User in Logistics and Supply ChainMid-Market, 5/5 · G2 review
Replacing Revenue Grid with Weflow
Product
Replaces Revenue Grid Activity Capture 360
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 Weflow replace Revenue Grid?
Yes, for teams on Salesforce. Weflow covers Revenue Grid's email and calendar capture, contact creation and inbox tools, and adds Conversation Intelligence on Zoom, Teams, Meet and Webex, AI Field Updates and forecasting with its own engine. You give up Revenue Grid's full inbox Sidebar, its on-premises and own-tenant hosting, and its Siebel integration.
Do reps need to install or sign in to anything?
With Weflow, no: an admin installs one app centrally in Google Workspace or Microsoft 365, and capture runs for every enrolled user, with the Outlook add-in and Chrome extension optional. Revenue Grid rolls out capture centrally too, but every rep signs in to its Sidebar with their own Salesforce login, and removing that step needs a paid Salesforce licence for a service account.
Can Revenue Grid run beside another capture tool?
No. Revenue Grid must not run beside any other tool that syncs mailbox data with Salesforce, such as Lightning Sync or Salesforce Inbox, because the two create conflicts and duplicates. Weflow's Compatibility Mode skips emails that Outreach, Salesloft, Apollo or Clay already logged, and Weflow runs next to Einstein Activity Capture once its event sync is one-way, so you switch over gradually.
What does Revenue Grid include below Ultimate?
Activity Capture 360 at $30 covers activity capture, the Sidebar, scheduling and Salesforce reporting, and Knowledge Capture at $49 adds AI chat and search. Meeting recording, forecasting, pipeline, team analytics and the AI assistants come only in Ultimate at $149. Weflow sells Activity & Contact Capture at $19, Conversation Intelligence and Deal Intelligence & Forecasting at $39 each, or all three for $79.
How do AI Field Updates compare?
Weflow writes values from calls into Salesforce fields of every type except lookups, on standard and custom objects, and the admin sets each field to update automatically or wait for review; AI Playbooks score the whole deal against MEDDIC, SPICED or your own framework. Revenue Grid's full AI Mentor updates the opportunity fields an admin imported, after the rep confirms, and assesses no named framework.
Does Revenue Grid's forecasting replace Salesforce Forecasts?
No, it builds on it. Revenue Grid's forecasting depends on Salesforce Collaborative Forecasts: reps submit commit and best case, managers adjust on the Salesforce Forecasts tab, and forecast types come from Salesforce. Weflow runs its own forecasting beside Salesforce Forecasts, with deal-by-deal submissions, an AI projection with a low, middle and high range, parallel forecast setups and accuracy tracking.
What happens to our captured history if we switch?
It stays. Revenue Grid saves emails as Tasks or EmailMessage records and meetings as Events in your own Salesforce org, so that history remains after you leave. Weflow takes over capture centrally and backfills up to 24 months of past emails and meetings, run by Weflow's team, which also fills the older history Revenue Grid syncs only as a custom service.
Where is our data hosted?
Weflow hosts in Frankfurt, New York or Sydney, matching your Salesforce region with an EU or UK override, and keeps zero AI data retention. Revenue Grid stores data on Azure in the US by default, offers other regions and dedicated, own-tenant or on-premises deployment, and may keep AI output for up to 30 days to detect abuse. Both hold SOC 2 Type II.
How long does Weflow take to set up?
A Salesforce admin and a Google or Microsoft admin install Weflow centrally in a technical session of 30–45 minutes, and full rollout typically takes 2–3 weeks with no implementation fee. You can run the 14-day free trial on your own Salesforce first. Revenue Grid charges a one-time implementation fee and publishes no setup time.
Try before you buy
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