Weflow captures your emails and meetings into native Salesforce records, updates deals from conversations with AI Field Updates, and forecasts on that data, at public prices from $19 per user per month. Terret keeps what it captures in its own platform and writes only computed fields back to Salesforce.
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 | Terret | |
|---|---|---|
| Cost for 50 users, per year | $47,400 | quote after a demo |
| Time to set up | 30–45 minutes | about 5 weeks (G2) |
| Emails and meetings captured | into native Salesforce records | into Terret's own store |
| Warehouse data (usage, billing) | not supported | Snowflake and Databricks |
| CRMs supported | Salesforce only | Salesforce and HubSpot |
"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 forecasting revenue that includes product usage, consumption and warehouse data, Terret is a good choice. When you want accurate activity and conversation data in your own Salesforce for better forecasting and pipeline management, choose Weflow.
Activity CaptureShow 4 capabilitiesHide
| Capability | Weflow | Terret |
|---|---|---|
| Email and meeting capture | StrongerServer-side capture at the mail tenant (Google Workspace / Microsoft Entra).Emails written to Salesforce Task or EmailMessage, meetings to Event records, whether or not the meeting was recorded. | Syncs email and calendars server-side, but into Terret's own store.Nothing is logged to Salesforce as an activity. |
| Where captured activity lives | StrongerNative Salesforce Task, Event and EmailMessage records you can report on, automate on and keep after you leave. | Not logged to Salesforce.Terret sends computed fields only: engagement risk score, number of meetings, last contact touched. |
| Mapping corrections | StrongerChrome Extension and Outlook Add-In show what is about to be logged; user can override. | Reps cannot re-map a mismatched email or meeting.Fixes go through Salesforce data or a support ticket. |
| Activity reports | StrongerWeflow Analytics natively inside Salesforce, no Salesforce API calls consumed.Activity Timeline Lightning component on Account, Opportunity, Contact, Lead. | Activity Leaderboard per rep: meetings, emails, accounts and opportunities touched, estimated time spent. |
Integration & PlatformShow 8 capabilitiesHide
| Capability | Weflow | Terret |
|---|---|---|
| Salesforce sync model | StrongerReal-time, bi-directional via managed package and the Salesforce API.Respects validation rules, field dependencies and permission sets; no field mapping step. | A managed package and an integration user read Salesforce and write back field edits and AI updates.Core CRM configuration, such as stage and category mappings, runs through Terret's customer success manager. |
| CRMs supported | Salesforce only. | StrongerSalesforce and HubSpot, each with a two-way sync. |
| Reporting on captured data | StrongerNative Salesforce object storage means standard Salesforce reporting, Flows, warehouse exports, Power BI and Looker work without extra integration. | Captured activity is reportable inside Terret's RevBI.Computed fields reach Salesforce through CRM Enrichment, which Terret's team sets up. |
| Deployment | Stronger30-45 minutes technical integration with the Salesforce and mail admins, plus about an hour of workspace configuration.Centralized via Google Workspace Marketplace or Microsoft Entra ID; no per-rep OAuth. | Central install through the Google Workspace app or Microsoft application access, but each user also signs up.G2's Fall 2023 report puts implementation at about 5 weeks. |
| Public API and MCP | StrongerPublic API plus an official read-only MCP connector for assistants such as Claude and ChatGPT. | No public API: data leaves as CSV downloads and computed Salesforce fields.Nexus is reached from Slack, Salesforce and the web app. |
| Mobile app | StrongerFree iOS and Android apps for recording in-person meetings, synced to Salesforce, included with Conversation Intelligence. | iOS-only app to view and edit opportunities and submit forecasts.It does not record meetings. |
| Desktop app | StrongerDesktop app for Windows and macOS records system audio, microphone and video locally.No bot in the room. It records Zoom, Google Meet, Microsoft Teams, Webex and softphones such as Aircall or RingCentral. | No desktop app.Terret records with its Notetaker bot, which cannot record breakout rooms and fails to join meetings behind waiting rooms or registration. |
| Security & compliance | SOC 2 Type II, GDPR, CCPA, HIPAA; zero AI data retention.Salesforce OAuth and SSO only, no separate login. Frankfurt hosting. ISO 27001 targeted December 2026; not FedRAMP. | SOC 2 Type 2 since 2020 and CSA STAR Level 1, AES-256 at rest, SAML SSO.Call data stays on Terret's own AI deployments. Hosted on AWS; buyers who need a specific region are told to ask. |
Conversation IntelligenceShow 5 capabilitiesHide
| Capability | Weflow | Terret |
|---|---|---|
| Recording and transcription | StrongerNotetaker auto-scheduled onto external meetings on Zoom, Microsoft Teams, Google Meet and Webex. 96 languages with automatic detection. | Terret Notetaker bot joins Zoom, Microsoft Teams and Google Meet.Every call is transcribed and analysed in English only. Gong and Chorus recordings can be imported. |
| Summaries and follow-ups | StrongerMore than 250 pre-built prompts; uncapped AI templates.Summaries written back to Salesforce; follow-up emails generated. | Automatic call and deal summaries and a meeting prep page.Follow-up emails are drafted only when the rep clicks Generate Email. |
| AI Field Updates (MEDDIC, SPICED, BANT) | StrongerWrites text, picklist, multi-select, number and date fields on standard and custom objects.Admin requires verification or configures automatic updates. Respects Salesforce validation rules and permissions. | Deal Pulse fills configured Salesforce fields from calls, emails and CRM data, with a confidence score and sources, after rep review or automatically.Analysis runs on English transcripts. |
| Coaching and scoring | StrongerAI scores every call against your own methodology (MEDDIC, MEDDPICC, Challenger) with manager override.Scorecard Insights across users, scorecards and time. | Scores calls against named scorecards such as a MEDDPICC demo template, with sentiment and talk share per speaker. |
| Trackers and clips | Keyword and phrase trackers with analytics by team, rep and period.Clip key moments and build playlists. | Topic and competitor trackers as phrase lists with sentiment and mention counts per deal.Snippets, no playlists. |
Pipeline & ForecastingShow 5 capabilitiesHide
| Capability | Weflow | Terret |
|---|---|---|
| Pipeline management | StrongerInline Salesforce editing in table or Kanban, real-time two-way sync.Custom filters on any Salesforce field and admin-managed views by profile. | Opportunities table with inline editing written back to Salesforce, saved views and per-profile columns.Fields are editable only where the admin allows. |
| Deal intelligence and warnings | StrongerDeal health from 50+ signals, with risk factors and a deal-level AI summary across every meeting.Warnings and methodology scoring are admin-configurable. | Engagement risk score from email, meeting and call activity, a daily win, loss or slip probability trained on your own deals, and AI deal summaries.Warnings are model-built, not admin-configured. |
| Forecasting | StrongerDeal-by-deal and rep-by-rep submissions, versioned, with manager override.Weighted forecast plus AI projection on 50+ signals. Parallel forecast setups for new business, renewals and expansion. | Roll-up forecast calls, a machine forecast with AI commentary, and a separate forecast per business type.Changing Salesforce stages or forecast categories resets projections for one to two quarters. |
| Usage-based and PLG data | Forecasts deal-based revenue.No consumption forecasting. | StrongerJoins Snowflake and Databricks tables, such as product usage and billing, with CRM data in its metrics and dashboards. |
| Dashboards and analytics | Pipeline waterfall, pacing, coverage and deals-at-risk views.Activity data reportable in native Salesforce reporting, Power BI or Looker. | StrongerRevBI builds dashboards from metric, funnel and report widgets over live or historical snapshot data, with stage conversion, cycle length and win rate. |
AI agentsShow 2 capabilitiesHide
| Capability | Weflow | Terret |
|---|---|---|
| Agents | Agent Builder: scheduled or record-triggered multi-step agents that deliver to Slack, email or PDF. | StrongerNexus ships prebuilt agents for call prep, follow-ups, CRM updates and daily to quarterly reviews.Custom Nexus Projects with standing instructions come with the Advanced package. |
| Ask AI | StrongerAsk Weflow AI across CRM, activity and recording context; included in every plan.Pipeline chats read up to 10 views and 2,000 records. | TerretGPT answers questions per deal, and Nexus chats pull any deal, account or meeting into context.Available in Slack and inside Salesforce. |
Which one fits your team
You are replacing Terret
Weflow backfills up to 24 months of email and meetings into native Salesforce records, and a full rollout typically runs 2–3 weeks.
Better fit: Weflow
Salesforce is your system of record
Emails and meetings land as native Task, Event and EmailMessage records that stay if you leave Weflow.
Better fit: Weflow
You want to see the price before the demo
Weflow publishes $19–$79 per user per month with no platform or implementation fee. Terret quotes every deal after a demo.
Better fit: Weflow
You want AI to move deals forward in Salesforce
AI Field Updates can write the opportunity Stage when the exit criteria in your prompt are met on the call.
Better fit: Weflow
Your revenue includes usage, consumption or PLG data
Terret joins Snowflake and Databricks usage and billing tables into its analysis; Weflow forecasts deal-based revenue only.
Better fit: Terret
You want a catalogue of prebuilt agents across Sales and CS
Terret Nexus ships prebuilt agents on a daily to quarterly cadence; Weflow gives you Agent Builder to build your own.
Better fit: Terret
You keep Gong or Chorus for recording
Terret reads Gong and Chorus recordings alongside its own; Weflow replaces your recorder rather than sitting on top of it.
Better fit: Terret
Your teams run HubSpot as well as Salesforce
Terret syncs with both; Weflow works only with Salesforce.
Better fit: Terret
Pricing compared
Weflow publishes per-seat pricing with no platform or implementation fee. Terret publishes no prices and quotes every deal after a demo.
| Weflow | Terret | |
|---|---|---|
| Seat price | $19–$79 per user per month: Activity Capture $19, Conversation Intelligence $39, Deal Intelligence & Forecasting $39, full platform $79 | Quote after a demo |
| Free trial | 14-day full-platform trial with guided onboarding | Free 48-hour proof of concept on your own data: last quarter's closed-lost analysis and a playbook from top performers |
| 50 users, per year | $47,400full platform at list price | Quote after a demo |
IncludedCosts extraNot offeredFree view-only licenses for anyone who reviews recordings.
What users of each tool say
What they like
“We've built a foundation where every forecast is grounded in evidence, not optimism.”
SJScott JonesSVP of GTM Revenue Intelligence & Enablement, KORE Wireless · Case study
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 · G2 review
Terret (formerly BoostUp)What they like
“BoostUp has significantly improved the accuracy of my forecasts. By providing a centralized location to update all my opportunities, I've saved a considerable amount of time.”
BMBrenden M.Account Executive · G2 review
Where it falls short
“I wish there were more robust in-line editing fields that could pipe back into Salesforce. Would be nice to make updates in Boostup reports such as Stage and ACV.”
BHBrianna H.Customer Success Manager · G2 review
Replacing Terret with Weflow
Product
Replaces Terret's forecasting
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
Does Terret store my emails and meetings in Salesforce?
No. Terret syncs email and calendars into its own store and writes only computed fields to Salesforce, such as the engagement risk score, number of meetings and last contact touched, through CRM Enrichment, which Terret's customer success team sets up. Weflow logs emails, meetings and transcripts as native Salesforce records you can report on and keep.
Are Terret and BoostUp the same company?
Yes. BoostUp renamed itself Terret in September 2025 and moved from a forecasting product to an AI agent platform for revenue teams. Terret's help center and app still run on boostup.ai addresses, and many help articles, the Salesforce package and the iOS app still carry the BoostUp name.
Can I use Weflow's activity data in Salesforce reports, Flows, and external BI tools?
Yes. Because activities write to native Salesforce objects (Task, EmailMessage, Event), they're immediately available in standard Salesforce reporting, Flows, and exports to Power BI, Looker, or any data warehouse. No additional connector or middleware required.
What data can Ask Weflow AI access, and are there guardrails?
Ask Weflow AI only sees data the user is already permitted to access in Salesforce. In pipeline mode it reads what the view shows, up to 10 linked views and 2,000 records, and it can also use uploaded documents and web search as inputs.
How does Weflow handle call-recording consent and GDPR compliance?
Weflow supports opt-in, opt-out or no consent notice, posted in the meeting chat. When an external participant opts out, nothing from the call is retained. Combined with Frankfurt hosting, SOC 2 Type II and zero AI data retention, this is built for European and compliance-sensitive orgs.
What does Weflow NOT do? Where would I still need another tool?
Weflow doesn't do sequencing, cadences or a dialer, doesn't send email on a rep's behalf, and doesn't capture SMS. It also has no live in-call assistance. If you need those, keep your engagement platform (Outreach, Salesloft, Apollo) alongside Weflow; Compatibility Mode ensures no duplicate logging in Salesforce.
Can I buy just the parts of Weflow I need?
Yes. Weflow sells three standalone products: Activity & Contact Capture ($19/user/mo), Conversation Intelligence ($39/user/mo), and Deal Intelligence & Forecasting ($39/user/mo), plus three bundles from $49 to $79. Free view-only licenses let managers and execs see recordings and insights at no additional cost.
Can Weflow fully replace Terret's forecasting for a standard SaaS revenue model?
For new-logo, expansion, and renewal forecasting on Salesforce, yes. Weflow covers rep and manager roll-ups, a weighted forecast, an AI projection and separate forecast setups for each revenue motion. Where it can't replace Terret: forecasting that depends on consumption, usage or warehouse data. If your revenue model runs on usage, credits, or product-led conversion signals, Terret has a genuine edge.
What does migration from Terret to Weflow look like?
Weflow's Activity Capture backfills up to 24 months of historical email and calendar data into native Salesforce objects, so you rebuild your activity baseline without manual data migration. Pipeline views, forecasts, and AI templates are configured during guided onboarding, included free. Expect two to three weeks to a full rollout.
Try before you buy
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