Weflow captures every email and meeting server-side and writes them, with call summaries and AI Field Updates, into your own Salesforce as native records, for $19–$79 per user per month. Salesloft logs what reps send or loft through it, and adds cadences and a dialer.
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 | Salesloft | |
|---|---|---|
| Price per user | $19–$79 a month | ~$125–$180 (estimated) |
| Free trial | 14 days | None |
| Minimum seats | 10 | 3 (reported) |
| Email captured without rep action | Yes, server-side | Only if sent or lofted through Salesloft |
| Cadences and dialer | None | Yes |
"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."

"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 high-volume outbound sequences and calling from one platform, Salesloft is a good choice. When you want complete, accurate Salesforce data for better forecasting and pipeline management, choose Weflow. You can keep Salesloft for cadences and run Weflow beside it.
Activity CaptureShow 5 capabilitiesHide
| Capability | Weflow | Salesloft |
|---|---|---|
| Email & calendar capture | StrongerServer-side capture of every sent and received email and calendar event (Google Workspace / Microsoft 365).No rep action required. Internal-only communications are excluded automatically. | Logs an email only when the rep sends it through Salesloft or lofts it from Gmail or Outlook; a normal Send is not logged.Calendar Sync logs meetings only where a guest already exists in Salesloft. |
| Salesforce data storage model | StrongerEmails land as native Task or EmailMessage records and meetings as Event records.Data persists in Salesforce if Weflow is removed. | Writes activities to Salesforce as native completed Tasks and Events on the Lead or Contact.Only what reps send or loft through Salesloft is written. |
| Smart mapping & attribution | StrongerAuto-maps to Account, Contact, Lead, Opportunity, Case and custom objects.Thread-level mapping persists. Chrome Extension and Outlook Add-In for manual overrides. | Matches activity to the Lead or Contact by exact email address and logs to the most recently modified opportunity.Prospects report mislinking on accounts with several open deals. |
| Contact auto-creation & OCR automation | StrongerAuto-creates missing Contacts from email threads and calendar invites and sets Opportunity Contact Roles.Admin controls: existing-Account-only restriction, participant thresholds, domain exclusions, orphan contact rules. | Creates Salesforce Leads or Contacts only through an admin automation rule or a rep's manual action, never CRM Accounts.Opportunity contact roles are added by hand. |
| Historical backfill | StrongerUp to 24 months of past email and meeting activity synced into Salesforce, processed in batches to respect API limits. | The first CRM sync pulls five years of opportunity and account history and two years of leads, events and tasks from the CRM.Past emails and meetings in the mailbox are not imported. |
Integration & platformShow 4 capabilitiesHide
| Capability | Weflow | Salesloft |
|---|---|---|
| Sales engagement (cadences, dialer, SMS) | No sales engagement, email sequencing, cadences, dialer or SMS.Compatibility Mode deduplicates activities from Salesloft, Outreach and Apollo. | StrongerMature multi-step cadence engine for email, call and social sequences.Dialer with local presence, sold as a paid add-on. SMS in some tiers. LinkedIn Sales Navigator integration. |
| CRM support | Salesforce only, with native object storage, governed writeback and centralized deployment via Google Workspace Marketplace or Microsoft Entra ID (no per-rep authorization). | StrongerSalesforce, HubSpot and Microsoft Dynamics 365.Deals and Forecast run on Salesforce only. |
| Sync admin & troubleshooting | StrongerData is written directly to native Salesforce objects, governed by Salesforce's own audit trail, validation rules and permissions.Real-time two-way sync. Admin console with centralized setup and multiple configurations per team. | Polls Salesforce every 1, 5 or 10 minutes (default 10) through one connector user and spends your own Salesforce API allowance.Each rep also connects their own CRM login for email and call logging. |
| Security & compliance | SOC 2 Type II, GDPR, CCPA, HIPAA; zero AI data retention.Germany HQ with Frankfurt hosting. Salesforce OAuth and SSO only, no separate login. ISO 27001 targeted December 2026; not FedRAMP. | SOC 2 Type 2, ISO 27001 and ISO 27701, GDPR and CCPA.Hosted in the US or EU, but the Clari platform behind Conversation Intelligence and Clari Forecast is US-only. |
Conversation IntelligenceShow 6 capabilitiesHide
| Capability | Weflow | Salesloft |
|---|---|---|
| Recording & transcription | StrongerAI Notetaker for Zoom, Microsoft Teams, Google Meet and Webex.Unlimited recordings and transcripts. 96 languages with automatic detection. No per-hour or usage-based charges. | Bot records Zoom, Teams, Meet and Webex meetings and imports calls from the Salesloft Dialer, Aircall, Dialpad, FreshCaller, HubSpot and Orum.Detects the language of each segment and can translate non-English calls to English. Live battlecards, monologue alerts and bookmarks during calls in the desktop app. |
| Desktop app & bot-free recording | StrongerDesktop app for Windows and macOS records system audio, microphone and video locally, with no bot in the meeting.Works with Zoom, Google Meet, Microsoft Teams, Webex and softphones such as Aircall and RingCentral. | Records with a bot that joins scheduled meetings from the rep's calendar.On Zoom an admin must turn on local recording for the whole account, and live features need a desktop app on each machine. |
| AI summaries & CRM writeback | Stronger250+ methodology-aligned prompts.Fully customizable templates up to 2,000 characters, conditional by deal stage and team. Summaries are written to the Salesforce Event description. AI Field Updates fill standard and custom Salesforce fields (text, picklist, multi-select, number, currency, date, checkbox and more) except lookups, with manual review or fully automatic mode. | Every call over five minutes gets an AI summary, action items and key moments, written with the recording link and call metrics to the Salesforce Event or Task.A Meeting Follow-Up Agent drafts the follow-up email. Field updates from calls are suggested for the rep to apply; Deals fills MEDDPICC and BANT fields automatically. |
| Coaching & scorecards | StrongerQualitative feedback plus structured 1–5 scorecards across configurable dimensions.Scorecard Insights tracks ratings across users, scorecards and time. Coaching conditional by deal stage. Prompts for MEDDIC, SPICED, BANT, Challenger and SPIN. | AI Scorecards, coaching dashboards at team and rep level, playlists and the Sales Strategist Agent (a paid Coaching Agent add-on).Buyers describe coaching as a manual process for managers. |
| Trackers, clips & playlists | StrongerUnlimited keyword and phrase trackers applied retroactively to past recordings.Shareable clips and playlists for onboarding, objection handling and enablement. Automatic chapters for each call. Analytics by team, rep and time period. | Keyword Topics and plain-language Smart Topics, with dashboards charting how often each comes up.A new Keyword Topic takes up to 48 hours and reaches back only 30 days. Shared snippets and game tapes. |
| Ask AI & agents | StrongerAsk Weflow AI across CRM data, activity history, recordings and transcripts, with web search and file attachments, included in every plan.Agent Builder for customer-written agents and workflows. | Ask Salesloft is included in every package and grounds answers on uploaded documents.Prebuilt agents for deal summaries, meeting prep, follow-up, coaching and research; no builder for custom agents. |
Pipeline & forecastingShow 4 capabilitiesHide
| Capability | Weflow | Salesloft |
|---|---|---|
| Pipeline management | StrongerSpreadsheet-like interface across all Salesforce objects including custom objects.Inline and bulk editing, table and Kanban views, saveable and shareable templates, synced notepad. Bi-directional Salesforce sync respecting validation rules, permissions and field dependencies. | Salesloft Deals shows a pipeline table of Salesforce fields with meetings, tasks, engagement score and Deal Gaps, and inline edits write to Salesforce.Runs on Salesforce only and does not cover custom objects. |
| Deal intelligence & signals | StrongerAI deal scores (0–100) with risk factors and suggested actions. 50+ deal signals.Configurable warnings: single-threaded deals, no next meeting, inactive 14+ days, stage-gating enforcement. Opportunity Snapshots for change tracking. | Deal Engagement Score (0–100) for new business deals, built only from activity logged in Salesloft, so unlogged activity lowers it.Sales Strategist Agent adds weekly recommendations. |
| Sales forecasting | StrongerAI prediction with seasonality.Bottom-up, dynamic-weighted forecasting. Three independent methodologies (new logo, expansion, renewal) with separate cadences. Automated roll-ups via the Salesforce role hierarchy. Deal-by-deal submission with tracked changes. Included at $39/user/month standalone. | Clari Forecast, sold as an add-on on either package: submissions up an eight-level hierarchy, segments for new business, renewals and upsells, and account-based forecasting.AI Forecast covers new business closing in the current quarter and is switched on per team after Salesloft checks the team's data. |
| Forecast accuracy | StrongerNative accuracy tracking by manager, team, user and forecast setup. | Keeps submitted forecast history and exports it as a CSV, so accuracy against attainment is measured in your own BI tool. |
Which one fits your team
You need every email and meeting in Salesforce
Weflow captures server-side with no rep action, as native records. Salesloft logs an email only when the rep sends it through Salesloft or lofts it, and a normal Send is not logged.
Better fit: Weflow
Your AEs use Salesloft mostly for CRM sync and recordings
Weflow covers sync, pipeline and Conversation Intelligence at $49–$79/user/month, against an estimated ~$125–$180 for Salesloft.
Better fit: Weflow
You keep Salesloft cadences but need clean data
Compatibility Mode deduplicates Salesloft activities, so SDRs keep cadences while RevOps gets governed Salesforce data.
Better fit: Both
You already forecast in Clari
The Activity Capture and Conversation Intelligence bundle is $49/user/month, so your forecast layer keeps accurate data without a second forecast module.
Better fit: Weflow
You inherit months of missing activity history
Weflow writes up to 24 months of past emails and meetings into native Salesforce records. Salesloft's first sync pulls CRM history but not past mailbox emails or meetings.
Better fit: Weflow
Your SDRs run high-volume multi-step outbound
Purpose-built sequencing with branching logic, A/B testing and multi-channel orchestration. Weflow has no cadences or dialer.
Better fit: Salesloft
Calls and SMS are 30–50%+ of touches
Salesloft has a built-in dialer with local presence and SMS inside cadences. Weflow records softphone calls through its desktop app but is not a dialer and does not capture SMS.
Better fit: Salesloft
You are not on Salesforce
Weflow requires Salesforce; Salesloft integrates natively with HubSpot and Microsoft Dynamics 365. Deals and Forecast run on Salesforce only.
Better fit: Salesloft
Pricing compared
Weflow charges per seat with no platform, implementation or usage-based fees; Salesloft does not publish seat prices, and third-party estimates put seats at ~$125–$180/user/month before add-ons.
| Weflow | Salesloft | |
|---|---|---|
| Seat price | $19 Activity Capture, $39 Conversation Intelligence, $39 Deal Intelligence & Forecasting, $49 Activity & CI bundle, $79 full platform (per user per month) | Advanced ~$125–$180 per user per month (estimated); Elite adds multi-team, sandbox and custom-object signals, price on request |
| Platform and implementation fees | None | Quoted by sales |
| Add-ons | None; all features included at tier level | Forecasting, AI agents (Account Agent, Coaching Agent) and the Dialer are separate add-ons on either package; local presence numbers cost $1 per number per month |
| Free trial | 14 days | None |
| Minimum seats | 10 | 3 (reported) |
IncludedCosts extraNot offeredSalesloft admin seats are billed at full price; Weflow view-only licenses are free and unlimited with Conversation Intelligence tiers.
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
What they like
“Being able to call prospects and track the calls, automate email cadences, and A/B test is the best part of this tool.”
MRMark R.Small-Business, 4.5/5 · G2 review
Where it falls short
“Salesforce integration can be highly temperamental. If a field mapping gets slightly messed up, it can create duplicate contacts or fail to log activities properly.”
RMRafał M.Mid-Market, 4/5 · G2 review
Replacing Salesloft with Weflow
Product
Replaces Salesloft Conversations
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
If I replace Salesloft entirely with Weflow, what capabilities do I lose?
You lose cadences and sequencing, the built-in dialer with local presence, SMS, and LinkedIn Sales Navigator workflows, because Weflow has no sales engagement tools. Teams that run cadences keep Salesloft for SDR sequencing and replace the rest with Weflow: activity capture into Salesforce, call recording and Conversation Intelligence, deal intelligence and forecasting. Compatibility Mode deduplicates Salesloft activities, so nothing is logged twice.
How does the Clari + Salesloft merger affect this comparison?
Salesloft and Clari merged in December 2025 and have operated as one company under the Salesloft brand since 1 September 2026. Clari Forecast continues as the forecasting product line, and Salesloft's Conversation Intelligence is Clari Copilot running inside Salesloft for new customers. Buying or renewing any former Clari product is now a contract with Salesloft. For buyers evaluating today, Salesloft's core is still the engagement layer: cadences and the dialer. Weflow's Activity Capture, Conversation Intelligence, pipeline management and forecasting are one product on native Salesforce objects.
How long does it take to deploy Weflow alongside an existing Salesloft instance?
Full-platform time-to-value is 1–3 weeks including template customization and team rollout. Conversation Intelligence setup takes 30–45 minutes with a Salesforce Admin and a Google Workspace or Microsoft Admin. Activity Capture installs 1 custom object and 3 custom fields in your Salesforce org; Conversation Intelligence adds a managed package with the Weflow Video Recording custom object. No implementation fee on any tier.
Does Weflow's forecasting replace Salesforce Forecasting, or do they run side by side?
Weflow forecasting works independently from Salesforce Forecasting and must be configured separately. It can forecast on standard fields, custom fields, formula fields, and multiple currencies, so teams can run both in parallel or migrate at their own pace. There is no conflict between the two; Weflow reads from native Salesforce objects and doesn't modify Salesforce Forecasting settings or categories.
Can I buy just Activity Capture or just Conversation Intelligence without the full platform?
Yes. Weflow sells modular tiers: Activity Capture at $19/user/month, Conversation Intelligence at $39, Deal Intelligence & Forecasting at $39, Activity + CI bundle at $49, or the full platform at $79. No platform fee, no implementation fee on any tier. Teams already forecasting in Clari, for example, can pick up Activity Capture + CI at $49/user/month without paying for a redundant forecast module.
How does Weflow handle recording consent and opt-out for Conversation Intelligence?
Configurable consent flows include a pre-meeting opt-in/opt-out email and an in-call chat notification. If a participant opts out, Weflow performs immediate permanent deletion of the recording. Access to recordings follows existing Salesforce role hierarchy and Weflow permissions, so there is no separate access model to manage.
Does Weflow offer pre-meeting AI research or live in-call coaching?
No. Weflow's intelligence layer is post-call: transcription, AI summaries, AI Field Updates and coaching scorecards applied after the meeting ends. It doesn't generate pre-meeting AI research briefs or real-time in-call coaching prompts. If live coaching nudges during calls are a priority, Salesloft's desktop app, with live battlecards, monologue alerts and bookmarks, is a better fit.
What Salesforce objects does Weflow install, and what's the footprint in my org?
Activity Capture installs 1 custom object and 3 custom fields used for tracking and deduplication. Conversation Intelligence adds a managed package containing the Weflow Video Recording custom object for transcript storage. Weflow doesn't modify standard Salesforce objects; it writes to native Task, Event and EmailMessage records using your existing schema, validation rules and field-level security.
Can regulated teams (HIPAA, EU data residency) use Weflow's AI features without data retention risk?
Yes. Weflow documents zero AI data retention, and conversation data isn't used to train models. HIPAA compliance with BAA is available with a US storage option; European customers get Frankfurt-based infrastructure. SOC 2 Type II certified, GDPR and CCPA compliant. These certifications apply across all tiers, including Conversation Intelligence and AI Field Updates.
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