Mobile Copilot
Record and sync in-person conversations to Salesforce.
Weflow’s mobile app lets you capture field meetings and uses AI to auto-update Salesforce.
Record in-person meetings
Get instant AI meeting summaries
Auto-sync summaries and field updates to Salesforce
"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."
What you can do with Mobile Copilot:
Record in-person meetings and voice notes with Weflow's mobile app.
Make it easy for field reps to capture conversations with their mobile phone.
- Easily record conversations and voice notes
- Connect to Outlook/Google Calendar for 1-click recordings
- On-device recordings for highest reliability
96%
of MEDDIC fields populated in Salesforce
99%
of customer interactions captured Salesforce
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Auto-sync AI summaries, transcripts, and field updates to Salesforce.
Automate Salesforce data entry with AI to improve field rep productivity and CRM data hygiene.
- Use 250+ pre-built or create custom AI summary prompts
- Auto-update CRM fields and log activities with one click
- Works with all objects and field types (picklist, amount, ...)
+24%
win rate using AI deal insights
-60%
slipped deals using AI deal warnings
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Ask Weflow AI anything about your field sales team and conversations.
Get instant answers and insights.
No more digging through CRM data. Just ask Weflow AI to give you the field sales insights you need.
- Understand why you win or lose deals
- See how you stack up against competitors
- Analyze objections and how to handle them
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93%
forecast accuracy running by combining
99%
of customer interactions captured Salesforce
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How Field Teams use Mobile Copilot
Record In-Person Meetings
Easily record every field meeting and conversation with your phone.
Auto-Update Salesforce
Automate Salesforce data entry with AI to improve field rep productivity.
Pre-Meeting Briefs
Get key context before every meeting so you walk in prepared and focused.
AI Summaries
Weflow turn conversations into clear, concise meeting summaries.
Multi-Speaker Detection
Weflow identifies who said what for more accurate notes and coaching.
Transcripts
Access full conversation transcripts. Supports 98 auto-detected languages.
Ask Weflow AI
Ask any question across your Salesforce data, meetings, emails, and more.
AI Coaching Scorecards
Weflow scores every meeting based on your methodology (like MEDDIC).
Team Insights
Compare team members and coach them to top performers.
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
