need to make it
all work

But what that means looks different at every company. Often very different. With Sweep it’s easy to offer a custom configuration for clients that don’t want maintenance and overhead.

personas hero img

Build for now, and later

Exactly what they need to get started, with an eye towards the future.

Scale without starting from scratch
Fit for early or mature Salesforce implementations
Flexibility to work for a variety of teams

Keep the basics simple

Every business starts in the same place, so make that repeatable.

Quick implementation
Built-in guidance for getting started
Clients grow at their own pace

Simple handoffs to the client

Scalable best practices for setup

Reduce onboarding time
Allow clients to take a DIY approach
Quickly get to strategic work

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

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 at the click of a button.

Try Sweep Today

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