Sweep is a no-code visual platform that empowers teams to customize and manage any salesforce - without the dev time.
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.
Skip the onboarding and get right to the good stuff. Start building – and iterating – fast.
With Sweep, you can create the CRM that your company needs right now and in the future.
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.
Improve your speed-to-lead rate as well as conversion with automated lead assignment and routing.
And add built-in Slack and email notifications to surface key revenue signals that require action from your team.
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.
Tell us about your business needs, and we’ll help you set up the perfect CRM.