Sell more.
Salesforce Less.

Salesforce should do more for you so you can stay focused on what matters most: closing deals.

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Trusted by top Revenue leaders


Share and access actionable insights, instantly

Sweep helps you build the infrastructure you need now to access the right data moving forward.

Plus, you’ll be able to auto-generate Salesforce reports and dashboards that will give you the confidence you need to make strategic decisions based on actual results.

Establish and maintain cross-functional alignment

Create a shared Salesforce reality for all of your stakeholders.

Use the comment feature to add suggestions within the configuration so everyone can immediately understand what (if anything) needs to be changed.


Visualize your end-to-end customer journey

Sweep’s intuitive visual platform empowers you to simply drag-and-drop your way into building custom business processes.

Plus, you’ll be able to gain end-to-end customer journey visibility for your entire team, even for those without Salesforce experience.

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.

  • Salesforce license - Professional edition & up
  • Business email address to book a demo

Try Sweep Today

Tell us about your business needs, and we’ll help you set up the perfect CRM.