Revenue Grid vs
Weflow
If you’re comparing Weflow competitors, start here: on activity capture these two are close. Both write native Salesforce records, both handle custom objects, both respect your validation rules and permissions. If that is the whole requirement, you are choosing on price and deployment.
The split is what else sits in the platform. Revenue Grid also covers where reps spend the day — a full Outlook and Gmail sidebar, scheduling, sequences, a dialer — and runs on Exchange on-prem and every Salesforce edition with API access. Weflow is capture and analysis. They say so themselves: “not a sales engagement platform,” with “no scheduling pages or lead routing functionality at any price point.”
What you’re actually buying
Revenue Grid, point by point
A sync engine you configure, not a switch
Activity lands where your process actually lives, with different rules for every team that needs them.
More than capture, on one activity layer
Meeting prep, deal guidance and forecasting run on the activity you're already capturing — nothing to re-integrate, and no cold start when you switch them on.
Security that clears the review
SOC 2 Type II, ISO 27001 and 27701, HIPAA, GDPR, CCPA and EU–US DPF, with annual penetration testing. Your customer data is never stored by the service.
Ten seats or ten thousand
Every Salesforce edition with API access, including Professional, Group, Partner Community and Force.com users. No seat minimum. Multi-tenant, a dedicated instance in our cloud, or hosted in yours.
The short answer
Which One Fits Your Team
Choose Revenue Grid if
Reps need to work in the inbox, not just have activity logged behind them — or your security team has requirements a multi-tenant cloud app cannot meet.
You’d rather not add a separate scheduling or engagement tool alongside capture
Activity has to create Leads and Accounts, not only Contacts
You run on-premise Exchange, or a Salesforce edition below Enterprise
ISO 27001, ISO 27701 or customer-managed keys are required today
Policy calls for a dedicated instance or customer-hosted deployment
Reps work shared inboxes, or calendar changes must reach them from Salesforce
Choose Weflow if
You want the lightest possible deployment, and the requirement stops at capture and conversation intelligence.
No inbox footprint at all is the point, not a gap
You already pay for scheduling and sales engagement and intend to keep them
Scope
What both do,
and what only one does
Capability
Revenue Grid
Weflow
What both do
Where Revenue Grid keeps going
Partial
Partial
Partial
Where Revenue Grid is stronger
Four differences that show up
after you’ve bought
Weflow is a well-built capture layer. These four are where teams find it was not built to do what they needed.
The rep’s surface
01
Where the seller spends the day
Reps get a full sidebar in Outlook and Gmail — Salesforce search, record creation, field editing, attachments, drag-and-drop — plus booking links, in-mail time slots, sequences and a dialer.
Weflow
Weflow’s Outlook add-in exists to correct mapping: adjust logging, search records, change the linked opportunity, set required fields. They state plainly that Weflow is “not a sales engagement platform,” with no scheduling at any price point.
Record completeness
02
Unknown people become records
A recipient or invitee who is not in Salesforce gets created as a Contact, Lead or Account under your rules, with suggestions pulled from signatures. Contacts and tasks sync both ways, and a calendar change made in Salesforce reaches the rep.
Weflow
Weflow creates Contacts only — first name, last name, email, account — and their blog states it “never creates accounts, leads or opportunities.” Contact capture is one-way, and while their marketing offers “one-way or bi-directional” calendar sync, their admin guide describes it as unidirectional into Salesforce.
Infrastructure reach
03
It runs where your org runs
Microsoft 365, Google Workspace and on-premise Exchange, with EWS impersonation and Graph application access. Every Salesforce edition with API access, including Partner Community and Force.com users.
Weflow
Weflow supports Microsoft 365 and Google Workspace only, and states it does not work with on-premise Exchange. Salesforce support stops at Enterprise, Unlimited and Performance — a Professional or Group edition org cannot use it at all.
Certification and deployment
04
What security review will ask about
SOC 2 Type II, ISO 27001 and 27701, HIPAA, GDPR, CCPA and EU–US DPF. BYOK and HYOK. US, EU or UK residency. Multi-tenant, a dedicated instance, or hosted in your own cloud.
Weflow
Weflow is genuinely strong on residency and zero-retention AI, and holds SOC 2 Type II. But their own blog says ISO 27001 is “in progress, not certified,” ISO 27701 is not claimed, no customer-managed key option is published, and deployment is multi-tenant only.
Feature by feature
The detail
your admin will ask for
Graded consistently across both products from their published documentation, including the rows where Weflow leads.
Activity capture
Inbox & engagement
AI & intelligence
Admin & security
Capability
Revenue Grid
Weflow
Capture to standard objects
Leader
Saved as Task, Enhanced Email or Custom Interaction, with calendar events as native Events
Leader
Task or EmailMessage by admin toggle, with a master event plus child events per attendee
Custom object capture
Leader
Standard and custom objects on linking rules your admin configures, self-serve
Good
Supported, but set up by their team — their docs note custom development is required
Creates missing records
Leader
Contacts, Leads and Accounts auto-created from recipients and invitees, with signature-based suggestions
Partial
Contacts only, populating first name, last name, email and account. Their blog states it “never creates accounts, leads or opportunities”
Opportunity linking
Leader
Matched on sender and recipient context across standard and custom objects
Strong
Primary contact, contact roles, parent account and stage — and sets Opportunity Contact Roles automatically
Contacts sync
Leader
Two-way, with custom field mapping and filtering by Salesforce view
None
Capture is one-way into Salesforce; no sync back to the mail client address book
Tasks sync
Leader
Two-way with Outlook and Google, including status and custom field mapping
None
No Outlook or Google task synchronisation documented
Calendar sync direction
Leader
Full two-way — Salesforce edits reflect back in the rep’s calendar
Partial
Their comparison page markets “one-way or bi-directional”, but the admin guide describes activity capture as a unidirectional sync into Salesforce
Recurring, private and delegated calendars
Leader
All supported, including delegated and shared calendars
Partial
Recurring events supported but off by default; no handling of private or delegated calendars is published
Attachments
Leader
Auto-saved configurable by file type and size, plus rep-initiated save from the sidebar
Strong
Optional automatic sync with size limits; no rep-initiated save from the inbox
Multiple and shared mailboxes
Leader
Personal and shared inboxes on Office 365 or Google under one user
Partial
Their Entra app requests shared-mailbox scopes, but no shared-mailbox capture feature is documented — their guidance treats shared mailboxes as something to exclude
Historical backfill
Leader
Email, meetings and tasks with a cutoff date you choose, included in the subscription
Strong
24 months standard; up to three years at additional cost
Coexistence with engagement tools
Strong
Deduplication rules prevent double-logging alongside another engagement platform
Leader
Compatibility mode dedupes against Outreach, Salesloft, Clay and Apollo
Reportability
Leader
Native Salesforce records readable by every report, dashboard and workflow you already run
Leader
Native records plus an Activity Timeline Lightning component and analytics package
Grades
Leader
Strong
Good
Partial
None
Weflow pricing vs Revenue Grid
Compare the stack,
not the line item
Both publish prices. The seat numbers only compare once you count what each one leaves out.
Revenue Grid
Three tiers · per user / month
No seat minimum
from $30
Activity Capture 360
Capture to standard and custom objects, full inbox sidebar, scheduling, historical sync, admin controls and native Salesforce reporting
$30
per user / month
Knowledge Capture
Adds AI chat and search across sales data, the revenue data lake and record assistance
$49
per user / month
Revenue Grid Ultimate
Adds deal guidance, meeting assistance, sequences, dialer, forecasting, relationship intelligence and RG Mentor
$149
per user / month
Weflow
Modules and bundles · per user / month, annual
Ten-user minimum
from $19
Activity & Contact Capture
Capture only — no sidebar, no scheduling
$19
per user / month
Revenue AI Foundation
Capture, conversation intelligence, Ask AI, Agent Builder
$49
per user / month
Revenue AI Enterprise
Adds deal intelligence and forecasting. Still no scheduling, sequences or dialer
$79
per user / month
Agent Builder usage
Metered by action volume, charged on top of every seat
$299–999
per month
At the entry tier the seats buy different things.
Weflow’s $19 capture seat has no inbox sidebar and no scheduling, and Weflow sells neither at any price. Activity Capture 360 at $30 includes both, alongside capture to custom objects, historical sync, admin controls and native Salesforce reporting.
At the top of the range, $79 against $149 narrows once you price what’s missing.
Weflow Enterprise has no sequences, no dialer and no scheduling — and where a team already runs an engagement platform, Weflow’s own guidance is that “the recommended path is running both.” Add a sales engagement seat and a scheduling tool to $79 and the stack moves past a single Revenue Grid Ultimate seat, across two more contracts and two more security reviews.
Two costs sit outside the seat price.
Agent Builder is metered separately at $299 to $999 per month on top of every seat, and historical backfill beyond 24 months carries an additional charge. Weflow also requires a ten-user minimum and annual billing.
Evidence
Measured. Proven. Undeniable
+10 hrs
Selling time back, per rep per week
25%
Faster deal cycles
85%
More meetings booked
14%
Sales increase after three months
3×
More contacts auto-created
Slalom
93%
Fewer clicks in routine work
Morgan & Morgan
25%
More new-logo pipeline in 12 months
Rand Simulation
761
Person-days saved from manual entry
Vapotherm
“Revenue Grid allows us to work much more efficiently by capturing all our Outlook contacts, correspondence, and meetings and updating Salesforce automatically.”
Andrew M.
Partnership Manager
“Seamless integration with our CRM eliminated our data and pipeline management challenges. Revenue Grid lets our teams focus on building relationships with clients and closing deals.”
Shiomi S.
Enterprise Accounts Manager
Scale
Revenue Grid on the Salesforce AppExchange and in production
AppExchange rating
4.76
from 512 reviews
In production
900K+
Salesforce users working on Revenue Grid
Enterprise deployments
Hilton
Sun Life
MUFG
Among the enterprises running Revenue Grid
Migration
Moving from Weflow,
or running both for a while
Both products write to the same native Salesforce objects, so nothing has to be migrated. Plan it as a cutover rather than a parallel trial though — two capture layers writing the same emails will produce duplicates.
Your history is already in Salesforce
Anything Weflow captured is sitting in your own Task, Event and EmailMessage records and stays there. Revenue Grid’s historical sync backfills whatever sits outside that window, with a cutoff date you choose.
It installs as a Salesforce package
A managed package running under your existing permission model, with native widgets and custom fields your standard reports can already read, and role-based profiles configured before rollout.
Deploy it where policy says
Multi-tenant, a dedicated instance in our cloud, or customer-hosted in yours, on monthly or quarterly update schedules. Basic rollout services are included in the subscription.
Straight answers
Questions worth asking before either demo
1. Is Revenue Grid a good Weflow alternative?
2. Is Weflow pricing cheaper than Revenue Grid?
3. Is Weflow faster to deploy?
4. We already pay for Salesloft or Outreach. Does that change the comparison?
5. Does Weflow create the records we are missing?
6. We run on-premise Exchange, or a Professional edition Salesforce org.
7. How do the two compare on security and compliance?
8. Can we see it on our own data before talking to sales?
Test it against
your own Salesforce org
Bring your own org — the custom objects, the shared inboxes, the mail server and edition that decide whether a tool is even an option. That is the test a sandbox demo cannot give you.
