Wefire AI CRM - Product Capabilities
The AI-Powered CRM Built for Modern Sales Teams
Wefire combines powerful sales tools with cutting-edge artificial intelligence. Sales teams close more deals, build stronger relationships, and work smarter.
Table of Contents
- Why Wefire?
- AI Sales Intelligence (Our Key Differentiator)
- Core Features
- User Workflows
- Integrations
- Security & Compliance
- Pricing Plans
Why Wefire?
The Problem with Traditional CRMs
Most CRMs are glorified databases. They store your contacts and deals. They don’t help you sell. Sales reps spend hours on data entry. Managers struggle to get accurate forecasts. Valuable insights stay buried in spreadsheets. Your CRM becomes a chore.
The Wefire Difference
We built AI into the core of the platform. Our AI assistant analyzes patterns in your sales activities, suggests next steps, drafts personalized emails, coaches you through complex deals, and predicts which opportunities will close.
Key Benefits:
- Save 10+ hours per week — AI handles research and preparation
- Increase win rates by 25% — Deal coaching and predictive insights
- Never miss a follow-up — Intelligent reminders and proactive suggestions
- Get accurate forecasts — Probability predictions based on deal patterns
- Onboard new reps faster — Built-in coaching shares best practices automatically
AI Sales Intelligence
Your Intelligent Selling Partner
This is what makes Wefire different. Our AI works alongside you—analyzing your pipeline, suggesting next actions, drafting communications, coaching you to close more deals. A brilliant sales strategist available 24/7 who knows every detail about every relationship in your CRM.
The AI assistant has access to 64 specialized CRM tools. It answers questions and takes action on your behalf. Ask it to create a contact, update a deal, log an activity, or draft an email. It happens instantly while you focus on selling.
Conversational Interface
Talk to your CRM like you’d talk to a colleague. No query language to learn. No complex filters to build. Ask what you want to know.
“What deals are closing this month?” Instant answer. “Show me contacts I haven’t talked to in 30 days.” Done. “Draft a follow-up email to Sarah at Acme Corp.” Written. “Create a task to call John tomorrow.” Created. The AI understands context. It knows who you’re talking about and what you’re working on.
Benefits:
- Interact with your CRM in plain English
- Get answers instantly instead of clicking through screens and building reports
- Execute CRM updates hands-free while you’re on a call
Deal Intelligence & Analysis
Understanding deal health is critical to accurate forecasting. Our AI analyzes every deal in your pipeline and surfaces insights that would take hours to compile manually.
For any deal, the AI examines the complete history—every email, call, meeting, and note—along with similar deals from your past. It identifies patterns that indicate whether a deal is healthy or at risk. You’ll see which deals have gone quiet, which are missing key stakeholders, and which show buying signals you missed.
Win probability comes from patterns in your data. A deal stuck in negotiation for weeks gets a lower probability than one moving quickly, even if they’re in the same stage.
Benefits:
- Spot at-risk deals before they slip away
- See exactly why deals are healthy or struggling
- Get win probability predictions based on real patterns
Next Best Action Recommendations
Sales success comes from taking the right action at the right time. With dozens of contacts and deals to manage, knowing what to do next gets overwhelming. The AI analyzes all your relationships and recommends the optimal next step for each one.
Time since last contact. Deal stage. Engagement patterns. Similar successful deals from your history. The AI considers all of it. If a contact has been opening your emails without responding, it suggests a phone call. If a deal is stuck, it recommends bringing in a technical resource or sending a case study.
Benefits:
- Know the highest-impact action for every relationship
- Prioritize your day based on which actions move deals forward
- Learn what works by seeing the reasoning behind each recommendation
AI Deal Coaching
Every sales rep benefits from coaching. The AI acts as your personal sales coach, providing tailored advice for advancing specific deals.
Ask the AI to coach you on any deal. It analyzes the full context—who’s involved, where you are in the process, what’s been communicated, what objections have surfaced. Then it provides specific guidance: questions to ask, objections to prepare for, stakeholders to engage, tactics that worked in similar situations.
“What should I say when they ask about pricing?” “How do I get the CFO involved?” The AI draws on your past wins and industry best practices.
Benefits:
- Expert coaching on demand, tailored to each deal
- Prepare for difficult conversations with suggested responses
- Improve your skills by learning from AI-recommended tactics
Meeting Brief Generation
Walking into a meeting unprepared is a missed opportunity. Researching every contact, reviewing email history, and compiling notes takes time most salespeople don’t have. The AI generates comprehensive meeting briefs in seconds.
Tell the AI you have a meeting coming up. It pulls together everything: relationship history, recent communications, current deal status, key talking points, questions to ask, likely objections, how to handle them, and what success looks like. The preparation of a senior account executive without the hours of research.
A brief for a first discovery call looks different from one for a final negotiation. The AI knows the difference.
Benefits:
- Prepare for any meeting in seconds
- Walk in confident with comprehensive context
- Never miss important talking points
Similar Deal Finder
Institutional knowledge is a powerful sales asset—understanding what worked in the past and applying it to current opportunities. The AI identifies similar deals from your history and shows you what you can learn from them.
Working a deal? The AI finds comparable opportunities based on company size, industry, deal value, product mix, and sales cycle stage. It shows which similar deals were won, which were lost, what differentiated the winners, and what tactics worked best.
Newer reps who don’t have years of experience can instantly access the collective wisdom of every deal your organization has closed.
Benefits:
- Learn from your organization’s sales history
- Apply winning tactics from similar past deals
- Identify warning signs by seeing what caused similar deals to fail
Lead Scoring & Qualification
Your time is limited. The AI scores and qualifies every lead across multiple dimensions, helping you focus on the opportunities most likely to convert.
Three key dimensions: Fit (how well they match your ideal customer profile), Engagement (how actively they’re interacting with you), and Timing (whether they show signs of being ready to buy). Each dimension gets a score. The AI provides an overall lead score that weighs all three.
Beyond the numbers, the AI explains its reasoning. Company size matches your sweet spot (positive). They haven’t responded to your last two emails (negative). This transparency shows what actions might improve a lead’s score.
Benefits:
- Prioritize leads based on data rather than gut feeling
- See exactly why leads score high or low
- Focus your time on opportunities with the highest likelihood of converting
Email Drafting
Writing effective sales emails takes time. Consistency is hard to maintain across dozens of touchpoints. The AI drafts personalized emails in seconds using context from your CRM.
Tell the AI what you want to communicate—follow up on a proposal, introduce a new product, reconnect with a dormant contact. It crafts a professional email tailored to the recipient. The contact’s role, company, previous conversations, current deal status, your relationship history. All considered. The result: an email that sounds like you wrote it, in a fraction of the time.
Specify the tone (formal, friendly, casual) and any specific points to include. The AI handles structure, personalization, and polish. Every email is a starting point—review, tweak if needed, send.
Benefits:
- Draft professional, personalized emails in seconds
- Maintain consistent quality across all communications
- Spend more time selling, less time writing
Semantic Search
Traditional CRM search is frustrating. You have to remember exact names, use the right filters, hope you spelled everything correctly. Our AI-powered semantic search understands what you mean.
“Who do we know at tech companies in Austin?” Relevant results, even without exact company names or the right tags. “Deals where we discussed pricing concerns.” Found, even if those exact words weren’t used. The AI understands concepts and context.
Information you captured is information you can find, regardless of how it was entered or where it’s stored.
Benefits:
- Find anything using natural language
- Surface results based on meaning
- Describe what you’re looking for in plain English
Pipeline Analytics & Forecasting
Understanding pipeline health and forecasting accurately are essential. The AI provides instant answers to complex pipeline questions that would otherwise require custom reports.
Ask about pipeline health. Get velocity, stage distribution, aging, and conversion rates in a comprehensive assessment. Ask about your forecast. Get weighted pipeline value with highlights on deals that might slip or could close early. Ask about team performance. See activity levels, win rates, and deal values compared across reps.
The AI identifies trends and anomalies proactively. Pipeline has less coverage than usual? A particular stage becoming a bottleneck? Certain reps struggling? You’ll know before it impacts your numbers.
Benefits:
- Get instant answers to complex pipeline questions
- Forecast more accurately with analysis beyond simple weighted calculations
- Identify problems early through proactive alerts
Multi-Provider AI Support
Different AI providers have different strengths. Wefire supports Anthropic Claude, OpenAI GPT, Google Gemini, and xAI Grok.
Use the platform’s included AI credits, or bring your own API keys. Enterprise customers can standardize on a preferred provider while maintaining flexibility to switch.
Benefits:
- Choose the AI model that works best for you
- Control costs by bringing your own API keys
- Stay flexible as AI technology evolves
Core Features
Contact Management
Your contacts are the foundation of your sales success. Every relationship, every conversation, every opportunity starts with a person. Wefire’s contact management creates a complete, living record of every relationship your team is building.
Each contact profile becomes a hub of information that tells the full story of your relationship. Personal details, communication preferences, interaction history, associated deals, AI-generated insights—all in one place. When you open a contact, you see everything your organization knows about them.
Contacts belong to companies, participate in deals, receive emails, attend meetings, interact with your content. All connections maintained automatically. A comprehensive view without manual data entry.
| Feature | Description |
|---|---|
| Complete Contact Profiles | Names, emails, phones, titles, LinkedIn profiles, addresses—everything you need before any conversation |
| Contact Status Tracking | Classify as Lead, Prospect, Customer, or Churned and watch them progress through your funnel |
| Automatic Lead Scoring | Score contacts automatically based on rules you define, surfacing hot leads and filtering out unqualified prospects |
| Activity Timeline | Every interaction in chronological order—emails, calls, meetings, notes, deal activities—the complete story |
| AI Contact Summaries | Executive summaries of any contact instantly: relationship health, key interactions, recommended next steps |
| Custom Fields | Unlimited custom fields for the data that matters to your business—certifications, interests, contract dates |
| Tags & Organization | Flexible tags to organize by industry, lead source, interest, or any categorization that helps your team |
| Bulk Operations | Mass updates, exports, or deletions—what used to take hours now takes seconds |
| Contact Import | Import from CSV, Excel, or sync from Gmail with intelligent field mapping |
Company Management
B2B sales is about organizations as much as individuals. Understanding the companies you sell to—their size, industry, needs, the people within them—is essential. Wefire’s company management gives you a complete view of every organization in your pipeline.
Company profiles aggregate everything you know about an organization. All the contacts you know there. Every deal you’re pursuing. All activities across all relationships. A unified timeline showing how your team is engaging the account. This view reveals opportunities and risks invisible when looking at individual contacts.
Link contacts to their employers and see the organizational structure taking shape. Who makes decisions. Who influences purchasing. Where your champions sit.
| Feature | Description |
|---|---|
| Complete Company Profiles | Industry, website, employee count, annual revenue, headquarters—plus logos for instant recognition |
| Company-Contact Relationships | Link contacts to companies and visualize the organizational picture, reporting structures, buying committees |
| Company Activity Roll-Up | All activities across all contacts in one unified timeline, ensuring coordinated account coverage |
| Company Deals | All deals associated with a company—open, won, lost—the total value and history of each relationship |
| Company Status | Active, Prospect, or Inactive—focus efforts and track market penetration |
| Custom Fields | Industry-specific data, account tiers, strategic classifications |
| Tags & Segmentation | Tag by territory, vertical, account tier, or any grouping that helps |
Deal Management
Deals are where revenue happens. Your pipeline is the lifeblood of your business. Wefire’s deal management provides complete visibility into every opportunity, powerful tools to move deals forward, and AI-powered insights to improve your win rate.
The visual pipeline board gives you an intuitive kanban view of all deals, organized by stage. Drag and drop deals between stages. See values and close dates at a glance. Spot bottlenecks immediately. Teams with different sales processes can create multiple pipelines—inbound, outbound, renewals, partnerships—each with its own stages.
Every deal captures value, probability, expected close date, linked contacts, associated company, assigned owner. A complete activity feed shows every action, building a narrative from first touch to close.
| Feature | Description |
|---|---|
| Visual Pipeline Board | Intuitive kanban view—drag and drop deals, spot bottlenecks, visual overview of all opportunities |
| Multiple Pipelines | Separate pipelines for inbound, outbound, renewals, partnerships—each with its own stages |
| Customizable Stages | Define stages that match how you sell, with types (open/won/lost), default probabilities, visual styling |
| Deal Value & Probability | Monetary value and win probability for every deal, automatic weighted pipeline calculations |
| Expected Close Dates | Target close dates with approaching deadline alerts |
| Deal Assignment | Assign to specific reps with clear ownership and balanced workloads |
| Deal Feed & Activity | Complete activity log—emails, calls, meetings, notes, stage changes—the full story |
| AI Deal Analysis | AI analysis for health, risk factors, recommended actions, predicted win probabilities |
| Loss Reason Tracking | Capture why deals are lost to identify patterns and competitive weaknesses |
Activity & Task Management
Sales success comes from consistent action. Every call, email, meeting moves relationships forward. Wefire’s activity and task management ensures your team takes the right next steps. Nothing falls through the cracks.
Track every type of sales interaction—calls, emails, meetings, tasks, events, notes—each with specialized fields. Log calls with direction, duration, outcome. Schedule meetings with location, attendees, agenda. Create tasks with due dates, priorities, reminders.
The task kanban board visualizes your work in progress. All tasks organized by status. Drag and drop as you complete them. For complex workflows like customer onboarding or proposal preparation, create task pipelines with multiple stages.
| Feature | Description |
|---|---|
| Multiple Activity Types | Calls, emails, meetings, tasks, events, notes—specialized fields for each |
| Call Logging | Direction (inbound/outbound), duration, outcome, notes |
| Meeting Scheduling | Date, time, location, attendees, agenda—automatic calendar sync |
| Task Management | Due dates, priorities, reminders—list or kanban view |
| Task Kanban Board | Visualize by status with drag-and-drop updates |
| Task Pipelines | Custom workflows with multiple stages for complex processes |
| Reminders | Get notified in advance so you’re always prepared |
| Activity Timeline | All activities across contacts, companies, deals in unified timelines |
Email Integration
Email is where deals happen. Your inbox contains critical relationship history, buying signals, conversation context. Wefire connects to Gmail, automatically syncing your email history and letting you send messages without switching tools.
Once connected, every email with a CRM contact appears in their timeline automatically. No manual logging. No copying and pasting. Your email history becomes part of your relationship history, accessible to anyone on your team who needs context.
Send emails directly from Wefire. It goes through your Gmail account—recipients see your normal email address. Sent messages logged automatically. Email threading shows complete conversations so you can follow complex negotiations start to finish.
| Feature | Description |
|---|---|
| Gmail Sync | Email history synced automatically—every message with a contact appears in their timeline |
| Email Threading | Complete conversations in context—follow back-and-forth exchanges easily |
| Automatic Contact Linking | Emails linked to contacts automatically based on email addresses |
| Send from CRM | Compose and send directly from Wefire, logged automatically, sent through Gmail |
| Email in Activity Feeds | Emails alongside calls, meetings, notes—the complete picture |
Calendar Integration
Your calendar and CRM should work together. Meetings are critical sales activities. Context lives in your CRM. Wefire integrates with Google Calendar to keep both in sync.
See all calendar events in Wefire’s built-in views—month, week, day. CRM activities with dates appear on your Google Calendar. Create events in either place; they sync to the other. No double-entry. No missed meetings.
Schedule with all the details that matter—date, time, location, attendees, agenda. Add Google Meet links with a single click. Send invitations that attendees can accept or decline.
| Feature | Description |
|---|---|
| Google Calendar Sync | Two-way sync—events in Wefire, activities on your calendar |
| Multiple Calendar Views | Month, week, day—plan with the view that works for you |
| Event Creation | Create events directly with automatic sync to Google Calendar |
| Google Meet Integration | Add video conference links with one click |
| Calendar Invitations | Standard invites attendees can accept or decline |
Document Management
Sales collateral is most effective when you know how prospects engage with it. Wefire’s document management lets you share content with trackable links that reveal exactly how prospects interact with your materials.
Upload any file—PDFs, presentations, proposals, spreadsheets, images—and organize in folders that match how your team works. Full-text search helps you find documents by content. Looking for the case study that mentions a specific industry? Search and find it.
The real power: tracking. Generate unique sharing links for any document. Wefire tracks every view—who opened it, when, how long they spent, which pages they viewed, whether they downloaded it. Engagement data becomes a powerful signal for prioritizing follow-up.
| Feature | Description |
|---|---|
| Document Upload | Any file type with drag-and-drop—PDFs, presentations, proposals, spreadsheets |
| Folder Organization | Folders and subfolders matching how your team works |
| Full-Text Search | Find documents by content |
| Trackable Sharing Links | Unique links tracking who views, when, how long, which pages |
| View Analytics | View counts, time spent, completion rates |
| Download Tracking | Know when prospects download documents |
| Entity Linking | Associate documents with contacts, companies, deals |
| AI Descriptions | Auto-generated descriptions based on content |
Form Builder & Lead Capture
Your website should be a lead generation machine. Wefire’s form builder lets you create professional, embeddable forms that automatically create CRM contacts and deals—turning visitors into qualified leads without manual work.
Build forms visually with drag-and-drop. Multiple field types—text, email, phone, dropdowns, checkboxes. Customize the look. Preview in real-time. No developer required.
When someone submits a form, a contact is created with all submitted information. Optionally, a deal is created in your chosen pipeline and stage. The lead is added to specified lists. Your team is notified instantly. The lead enters your sales process the moment they express interest.
| Feature | Description |
|---|---|
| Drag-and-Drop Builder | Create forms visually—preview as you build |
| Multiple Field Types | Text, email, phone, dropdowns, text areas, checkboxes, radio buttons |
| Form Publishing | Unique URLs for direct access via email, social, anywhere |
| Website Embedding | Embed code to add forms seamlessly to your website |
| Automatic Contact Creation | Form submissions create contacts automatically |
| Automatic Deal Creation | Create deals from submissions in your chosen pipeline and stage |
| List Assignment | Add submitters to contact lists for segmentation |
| Form Analytics | Track views, submissions, conversion rates |
| Webhook Notifications | Send submissions to external services |
| Email Notifications | Alert team members when forms are submitted |
Lists & Segmentation
Lists let you segment contacts for targeted outreach, focused reporting, and organized workflows. Build manually, generate automatically from forms, export for use anywhere.
| Feature | Description |
|---|---|
| Static Lists | Curated lists for campaigns, events, initiatives |
| Form-Based Lists | Auto-populated from form submissions |
| List Export | Export to CSV for email marketing, direct mail, external tools |
| Color Coding | Visual organization and instant identification |
Reporting & Analytics
Understanding sales performance is essential. Wefire’s reporting suite provides insights to understand what’s working, forecast accurately, and improve results.
| Feature | Description |
|---|---|
| Pipeline Report | Pipeline as funnel—deals by stage, values, bottlenecks |
| Revenue Report | Revenue over time—monthly and quarterly views, trends, growth |
| Activity Report | Activity by type and team member |
| Forecast Report | Future revenue from pipeline, weighted by probability |
| Dashboard Summary | Key metrics at a glance—contacts, deals, pipeline value, activity |
| Conversion Rates | Stage-to-stage conversion—where deals progress and stall |
| Win/Loss Analysis | Why deals are won or lost—patterns for improvement |
| Team Performance | Activity, win rates, deal values across team members |
Notifications & Collaboration
Stay informed without drowning in alerts. Wefire’s notification system keeps you updated on important events while giving you control.
| Feature | Description |
|---|---|
| In-App Notifications | Notifications in Wefire with unread badge and panel |
| 18+ Notification Types | Tasks, deals, mentions, team changes, system events |
| Granular Preferences | Control each type separately for in-app and email |
| Email Digests | Instant, daily, weekly, or off |
| Quiet Hours | Silence during off-hours |
| User Roles | Owner, Admin, User permissions |
| Team Invitations | Email invitations with controlled access |
| Record Assignment | Clear ownership for contacts, companies, deals |
| Notes & @Mentions | Add notes and tag colleagues |
Global Search
Finding information should be effortless. Wefire’s global search finds any contact, company, deal, activity, or document in seconds using natural language.
| Feature | Description |
|---|---|
| Unified Search | Search all entity types from one box |
| Keyboard Shortcut | Cmd+K (Mac) or Ctrl+K (Windows) from anywhere |
| Semantic Search | AI understands what you mean—natural language queries |
| Search Suggestions | Matching records as you type—select to navigate |
User Workflows
Lead Capture & Qualification
The journey from visitor to qualified lead happens automatically.
You create a lead capture form using the visual builder. Name, email, company, qualifying questions. Embed on your website or share the URL.
A visitor submits the form. Wefire creates a contact with all submitted information. If you’ve configured automatic deal creation, a deal appears in your chosen pipeline. The contact is added to any lists you’ve specified. Your team gets notified.
The lead scoring system evaluates the new contact immediately. Job title, company size, answers to qualifying questions—all factor into the score. High-scoring leads rise to the top.
When a rep opens the lead, they see the AI’s qualification assessment. Fit, engagement, timing. Hot lead worth immediate attention or longer-term nurture candidate? Clear at a glance.
The rep asks the AI for next best action recommendations. Based on the lead’s characteristics and what’s worked with similar leads, the AI suggests the optimal approach. Phone call within 24 hours for hot leads. Email nurture sequence for those not ready.
Deal Progression
Moving a deal from first conversation to closed-won has many potential missteps. Wefire provides structure, visibility, and AI guidance throughout.
A deal enters your pipeline—manually, from a form, or when the AI creates one during conversation. From that moment, it has a home in your visual pipeline board, a linked contact and company, an assigned owner.
As the deal progresses, every interaction is captured. Calls logged with notes. Emails synced from Gmail. Meetings scheduled with calendar integration. Notes added to capture insights. A complete narrative builds.
At any point, the rep or manager asks the AI to analyze the deal. The AI examines activity history, compares to similar deals, provides a health assessment. Positive signals: increasing engagement, multiple stakeholders, clear timeline. Risk factors: long gaps between interactions, missing decision-makers.
Deal coaching provides specific guidance. Stuck deal? The AI suggests tactics that worked in similar situations. Important meeting coming up? The AI generates a brief with talking points, likely objections, questions to ask. Not sure what to do next? The AI recommends the optimal action.
Critical stage reached. The AI drafts emails and proposals based on what’s worked before. It identifies similar won deals. It predicts win probability based on patterns.
The deal closes—won or lost. For wins, data helps the AI coach future deals. For losses, the reason becomes part of pattern analysis.
Contact Relationship Management
Building relationships at scale requires systematic attention. Wefire ensures no relationship falls through while making every interaction more informed.
Add a contact—manually, through import, from a form. They become part of your relationship universe. Linked to their company. Lead scoring evaluates their potential. They appear in lists. Searchable across your team.
Every interaction is captured automatically or through simple logging. Emails sync from Gmail. Calls logged with a few clicks. Meetings scheduled through calendar integration. The activity timeline builds itself.
Time to reach out. The AI helps you understand the relationship at a glance. Contact summary: recent interactions, relationship health, key topics discussed, deals in progress. Fifteen minutes of research in fifteen seconds.
The AI monitors relationship health proactively. Contacts not contacted recently who might churn. Contacts with deals in progress who need attention. Follow-up actions with optimal timing based on engagement patterns.
When you need to communicate, AI email drafting accelerates the process. Tell the AI what you want to say. It crafts a personalized message considering the contact’s role, your history, current context. Review, adjust, send.
Sales Meeting Preparation
Walking into a meeting unprepared is a missed opportunity. The AI generates comprehensive briefs in seconds.
Meeting scheduled. Ask the AI to prepare you. It gathers everything: contact’s profile and history, company information, associated deals, recent activities, email threads, notes, previous meeting outcomes.
The brief synthesizes into an actionable format. Executive summary of the relationship. Complete interaction history. Suggested talking points based on what needs to be accomplished.
The AI prepares you for challenges. Likely objections based on your history and similar deals. Suggested responses drawn from what’s worked. Questions to ask to advance the relationship and uncover important information.
Success metrics: what makes this meeting a win? What commitments should you seek? What next steps should you propose? Walk in with a plan.
Team Collaboration & Pipeline Management
Sales is a team sport. Visibility across the team is essential. Wefire provides managers and team members tools to work together effectively.
The pipeline board shows all deals across the team. Managers see what each rep is working on. Deals that might need support. Balanced workloads. Filter by owner, stage, value to focus on specific segments.
Individual deal records show all activities by any team member. Multiple people engaged with an account? Everyone sees what’s happening. No duplicate outreach. Coordinated messaging. Institutional knowledge building.
AI analytics give managers instant answers. “How does this month’s pipeline compare to last month?” “Which reps have the highest conversion rates?” “What’s our average deal cycle time?” No report building required.
Coaching happens at the deal level. Managers ask the AI to analyze any rep’s deals. Health, risk, opportunities. Which tactics work for top performers? Share patterns with the team. Struggling deals identified early. Guidance provided before it’s too late.
Activity tracking ensures accountability without micromanagement. Reps log activities. The system maintains metrics. Managers see effort patterns. Identify where coaching might help.
Document Sharing & Engagement Tracking
Sales collateral drives deals forward—when prospects engage with it. Wefire turns every shared file into a window on prospect interest.
Need to share content? Proposal, case study, pricing sheet, presentation. Upload to Wefire’s document library. AI generates a description. Organize in folders matching your workflow.
Time to share. Generate a trackable link instead of attaching the file. The prospect gets easy access. You get visibility into their engagement.
Every time someone opens the link, Wefire captures it. When they viewed. How long they spent. Which pages they looked at. Whether they downloaded. If they shared and others viewed, you see that too.
Engagement data becomes a signal for prioritizing follow-up. Twenty minutes reviewing your proposal means more interest than thirty seconds. Multiple viewers at the prospect’s company suggests internal discussion happening.
The AI incorporates document engagement into recommendations. Recent document views as buying signals when suggesting next best actions. Patterns in content engagement when coaching on deals.
Integrations
Google Workspace
Gmail sync brings email history into the CRM automatically—every email with a contact appears in their timeline. Google Calendar keeps your schedule and CRM in sync. Google Contacts can be imported to get started quickly.
What you get:
- Email history synced automatically from Gmail
- Calendar events in Wefire and CRM activities on your Google Calendar
- One-click Google Meet links
- Contact import from Google Contacts
Stripe Billing
Professional subscription billing. Wefire integrates with Stripe for checkout, subscription management, invoicing. Customers manage their own billing through a self-service portal.
What you get:
- Secure checkout for subscriptions
- Multiple pricing tiers with monthly and annual options
- Self-service billing portal
- Invoice history and PDF downloads
AI Providers
Connect to leading AI providers. Wefire supports Anthropic Claude, OpenAI GPT, Google Gemini, and xAI Grok. Use platform credits or bring your own API keys.
What you get:
- Choice of AI models
- Bring-your-own-key option
- Flexibility to switch providers
Webhooks
Send data to external services when events occur. Connect to marketing automation, notification systems, custom workflows. Forms submitted, deals closed—webhooks deliver the data where you need it.
What you get:
- Real-time data delivery
- Custom workflow automation
- Integration with marketing automation
Security & Compliance
Your Data, Protected
Enterprise-grade security features protect your customer data.
Multi-Tenant Architecture: Your data is completely isolated from other organizations. Row-level security policies enforce separation at the database level. 30+ security policies prevent unauthorized access.
API Key Encryption: Sensitive credentials encrypted with AES-256 before storage. Industry-standard protection.
Audit Logging: Every action logged with who did what and when. Complete audit trail for compliance and investigation.
Secure Authentication: Powered by Supabase with email/password login, magic links, secure session management. Account suspension instantly revokes access.
AI Usage
AI features included on all plans with platform credits. For unlimited usage, bring your own API keys (Anthropic, OpenAI, Google, xAI).
FAQ
Can I try before I buy? Yes. Free trial to explore all features.
Can I change plans later? Yes. Upgrade or downgrade anytime. Changes take effect on your next billing cycle.
What payment methods? All major credit cards through Stripe. Enterprise can pay by invoice.
Is there a contract? No. Monthly plans cancel anytime. Annual plans paid upfront.
What if I exceed limits? We’ll notify you as you approach. Upgrade or clean up your data.
Get Started
Ready to transform how your team sells? Start your free trial or schedule a demo.
Wefire — The AI-Powered CRM for Modern Sales Teams