Drive growth
Sweep is a visual workspace that identifies and unlocks revenue bottlenecks powered by smart pipeline automations and real-time data insights
Trusted by top Revenue leaders
Fighting SaaS inefficiencies
Sweep simplifies your Salesforce stack, reducing costs and mitigating technical debt, keeping both your finance and IT teams happy
Single solution for any revenue need
Imagine a single, visual workspace for Salesforce where you can manage routing, Slack updates, matching and dedupe, optimize revenue funnels, and more.
Increase cross-functional strategic alignment
Get all of your stakeholders on the same page, instantly. Uncover and remove siloes by creating a shared Salesforce reality. Use the commenting feature to add suggestions directly on the Sweep canvas so colleagues have immediate context.
Sweep is designed for B2B companies that use Salesforce as their CRM. Sweep supports both customers with an existing Salesforce configuration, or companies that are starting with Salesforce from scratch.
Sweep users install a managed package in their Salesforce instances. In Sweep, users configure how they want their business processes to work. Sweep can then deploy these processes as metadata to Salesforce via the managed package (as custom fields, objects and custom metadata records), all of which are native to Salesforce.
Since Sweep is focused on your business processes, it currently only captures and analyzes your metadata, and not your data or PII.
Sweep is a certified Salesforce Partner.
If you have an existing Salesforce configuration, Sweep will enable you to build alongside the existing configuration with no interference or seamlessly convert the existing configuration to Sweep in one click.
Try Sweep today
Tell us about your revenue needs, and we’ll help you set up the perfect CRM.