Level up your lead routing

Sweep is the first agentic workspace for Salesforce, built to unlock GTM clarity through real-time documentation, data-quality engines, and a dynamic AI layer. Whether you’re an Admin, working in Operations, or leading GTM initiatives, Sweep empowers you to work more strategically: surfacing insights, simplifying processes, and strengthening your Salesforce foundation.

Sweep is built for anyone managing GTM business systems in Salesforce or HubSpot:

• Salesforce Admins: Gain full visibility into your org’s metadata with AI-powered documentation, real-time change tracking, and impact analysis to ensure stability, security, and optimized performance.
• Revenue, Sales, and Marketing Ops: Connect revenue teams to Salesforce with smart automations, real-time data, cross-team collaboration, and a suite of pipeline solutions
• CROs & GTM Leaders: Gain high-level insights and ensure teams are iterating quickly. Access a full suite of lead routing tools, customizable Slack alerts, and powerful analytics designed to generate revenue.
• SIs & Salesforce Consultants: Increase customer satisfaction while reducing operational costs by managing increasingly complex environments with Sweep's agentic workspace.

Nope. Sweep is a no-code tool that’s as powerful as writing Apex, but as intuitive as building a flowchart. Built with business and technical teams in mind, Sweep’s intuitive platform makes it simple and straightforward to build your GTM motion.

Yes. We offer a free tier with access to some core features - no credit card required.

Most teams are up and running in under an hour. If you’re doing something more complex, our team can support you every step of the way with professional services.

Yes. Sweep follows industry best practices for data security, encryption, and compliance. We do not store any of your Salesforce data, we are GDPR-compliant and SOC 2 certified.

Everything you built within Sweep and deployed to Salesforce will continue to run as expected and be editable from Salesforce. You just won’t have access to the visual workspace or the ability to make edits from our platform anymore.

Salesforce lead routing is the process of assigning new leads to the right sales reps. While Salesforce provides basic assignment rules, these quickly become unmanageable in large, complex orgs. For enterprises handling thousands of leads daily, effective routing has a direct impact on speed-to-lead, conversion rates, and rep productivity. Sweep enhances Salesforce lead routing with AI, automatically evaluating factors like geography, workload, round robin, and account context. This ensures every lead is assigned in seconds, without relying on custom Apex code or fragile workflows.

Sweep is a modern alternative to LeanData that combines AI-driven routing, deduplication, and alerts in a single Salesforce-native layer. While LeanData often relies on static rules and complex workflows that require ongoing admin or developer support, Sweep is no-code and built for admins to adapt in minutes. It extends beyond lead routing to cover opportunities, accounts, and custom objects, with deduplication embedded directly into the routing process to eliminate delays and errors. Customers switching from LeanData report dramatic improvements in speed-to-lead—one reduced their average holding period from nearly 20 minutes to just 33 seconds—along with lower maintenance costs and greater flexibility.

Yes. Sweep was built for large Salesforce orgs processing thousands of leads per day. Its AI-driven engine ensures fast performance even under high load, requiring weighted distribution and round robing lead routing. As teams or territories change, Sweep streamlines updating routing automatically without downtime or manual reconfiguration. Enterprises benefit from scalability, reliability, and built-in governance features like audit trails and compliance logging, making Sweep ideal for high-volume, complex environments.

Yes. Sweep fully supports both round-robin and territory-based routing, giving admins the flexibility to configure whichever method best fits their sales model, or to run both side by side. With round-robin, leads, opportunities, or accounts can be distributed evenly across SDRs, AEs, or CSMs, with options for weighted distribution and workload caps to prevent rep burnout. With territory-based routing, records can be assigned according to geography, account tier, industry, or any Salesforce field, and territories can be updated dynamically without downtime. Sweep’s routing engine is multi-object, so the same logic applies whether you’re assigning leads to SDRs or accounts to enterprise reps. Admins can also combine the two methods, for example, first routing by territory, then round-robin within the assigned group, to ensure fairness and precision. Because all of this is configured natively in Salesforce with no Apex or Flow, changes are fast, transparent, and easy to maintain.

We’re here to help! Reach out to support@sweep.io or book a demo to see Sweep in action.