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.
Weflow's Mobile Copilot FAQs
How does Mobile Copilot get in-person meeting data into Salesforce without reps having to log anything manually?
Mobile Copilot records in-person meetings and voice notes directly from your phone. Weflow then auto-syncs AI summaries, full transcripts, and field updates straight to Salesforce with a single click. You can map these updates to any standard or custom object and field type, including picklists and amounts.
Will my field reps actually adopt this, or will it get the same pushback as other AI note takers?
Field reps adopt the app because it connects directly to their Outlook or Google Calendar for one-click recording. They capture conversations and voice notes straight from their mobile phone using on-device recording for maximum reliability. You can validate this adoption yourself through a guided free pilot, rather than a self-serve free trial, before committing to a purchase.
Is Mobile Copilot compliant with SOC 2 and GDPR for regulated and privacy-sensitive teams?
Weflow maintains strict compliance with SOC 2 Type II, GDPR, CCPA, and HIPAA standards. The platform enforces zero AI data retention and uses Salesforce SSO for authentication, ensuring it fully complies with your existing identity and permission structures.
Can I coach reps and score field meetings against our sales methodology like MEDDIC or MEDDPICC?
Weflow generates AI coaching scorecards that evaluate every meeting against your specific methodology, including MEDDIC, MEDDPICC, SPICED, BANT, or Challenger. The app uses multi-speaker detection to identify exactly who said what, giving you accurate notes for deal inspection. You can then use team insights to compare reps and coach your entire field team to match top performers.
How does capturing field activity in Salesforce improve our forecasting and reduce slipped deals?
Auto-syncing field meetings ensures your forecast relies on actual conversation data rather than rep guesswork. Weflow populates 96% of MEDDIC fields and captures 99% of customer interactions in Salesforce, giving you a complete picture of pipeline health. From there, AI deal warnings flag risk early, which helps teams reduce slipped deals by 60% and increase win rates by 24%.
How is this different from Gong or Clari for getting conversation insights into Salesforce?
Weflow treats Salesforce as your single source of truth by auto-syncing AI summaries, transcripts, and field updates directly to your CRM. The platform writes data to any standard or custom object and field type, solving the field-mapping problems common with other tools. Because Weflow integrates directly with Salesforce, your conversation data stays securely in your CRM rather than locked inside a third-party application.
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.
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