Simulation Software
Monthly,Yearly
About
Weflow is an all-in-one productivity tool that enables you to curate a space that organizes all your salesforce data and tasks in a way that pumps up your sales, all together gaining significant heights in revenue. It helps you manage to-do lists, insights, notes, activities, and to the last point of sales, along with secure and hassle-free data management, right from the salesforce pipeline.
With Weflow, you get valuable deal signals, filters, and to-do lists that help you stay on the right track and get better results. You can boost your Salesforce efficiency and bring together all of your pipelines, notes, tasks, and activity history in one place. You can easily sync your fields, notes, and tasks to Salesforce and increase data quality. You can increase income by improving your process and qualify quicker and schedule more demonstrations. You can streamline your qualifying process by using note templates and field sets that are tailored to your
Key Features
- ✓ Search
- ✓ Workflow Management
- ✓ Access Control
- ✓ Contact Management
- ✓ Share Notes
- ✓ Encryption
- ✓ For Sales
- ✓ Customer Pipeline
- ✓ Task Prioritization
Screenshots
Screenshot 1
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Pricing
Starter
USD
0
- Notes
- Pipeline
- Activity timeline
- Tasks
- Search Salesforce records
- Create Salesforce records
- SFDC Productivity Essentials
- Table view (Opportunity
- Leads
- Accounts & Contacts)
- Kanban view
- Custom & pinned views : 3
- Filters
- Field Set Templates (BANT
- MEDDIC
- etc.) : 1
- Notes linked to Salesforce : 100
- Note templates for teams
- Sync Salesforce fields from Notes
- Note history : 90 days
- Tasks linked to Salesforce
- Tasks module in Panel
- Advanced tasks (Priority
- Commenting)
- Integrations : Salesforce
Business
USD
30
/User/Month
- Includes features of Starter plan
- plus
- Custom & pinned views
- Field Set Templates (BANT
- MEDDIC
- etc.)
- Shared Pipeline views
- Field change history : 180 days
- Related Products
- Notes linked to Salesforce
- Note templates for teams
- Sync Salesforce fields from Notes
- Call recording
- Note history : 180 days
- Integrations : Okta/SCIM for provisioning
- Priority support
- User Management
- User Roles
- Usage Statistics
- Includes features of Starter plan
- plus
- Custom & pinned views
- Field Set Templates (BANT
- MEDDIC
- e
Enterprise
USD
0
- Includes features of Business plan
- plus
- Salesforce custom objects
- Field change history : 365 days
- Recording transcript
- Note history : 365 days
- Personlized onboarding
- Workflow audit
- Sales methodologies setup
- Assigned CSM
- Team training
- Includes features of Business plan
- plus
- Salesforce custom objects
- Field change history : 365 days
- Recording transcript
- Note history : 365 days
- Personlized onboarding
- Workflow audit
- Sales methodologies setup
- Assigned CSM
- Team training
User Reviews
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Frequently Asked Questions
How much does Weflow cost?
▼
Weflow offers 3 pricing plan(s):
- Starter — USD0.00
- Business — USD30.00 /User/Month
- Enterprise — USD0.00
What is Weflow used for?
▼
Weflow is a Simulation Software solution. Top features include:
- Search
- Workflow Management
- Access Control
- Contact Management
- Share Notes
Does Weflow offer a free trial?
▼
Weflow does not currently offer a free trial.
What support does Weflow provide?
▼
Weflow provides Online (Ticket) support.
Is Weflow cloud-based or on-premise?
▼
Weflow is Cloud Hosted software.
What training resources does Weflow offer?
▼
Weflow provides Help Guides,Blogs for training.
