How
it works

Sweep makes CRM simple so you can work smarter. Learn more below about our RevOps platform.

Canvas

The workspace to design your perfect CRM funnel One interface — create, collaborate and deploy to Salesforce Drag-and-drop — see how your CRM steps interact, as you build them

Configuration Views

Intuitive framework to view and manage configurations Global view — a single viewport to analyze your full CRM Direct action — find optimizations and diagnose bottlenecks proactively

Automations

Goodbye repetitive work - automate any part of your process Apply anywhere — create or update any field or object automatically Precise control — as specific or as general as you need

Lightning Component

A Salesforce Lightning component designed specifically to aid your Sales teams Salesforce simplified — inline guidance makes Salesforce interaction easy for your Sales teams Curated fields — intuitive layouts for Sales without the page configuration

Funnel Deployments

Deploy your funnels quickly and safely from Sandbox to Production Test, then scale — works seamlessly with any DevOps process or environment Version management — records full history for any process configured in Sweep

Business Intelligence Architecture

Everything you need to support native reporting in Salesforce from day one Any object — quickly enable tracking of status, ownership, or any other change natively in Salesforce Mirrors configuration — reports and dashboards generated for the fields you’re using

Try Sweep today

We’ll help you set up the perfect CRM.