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Sweep - The agentic layer for your enterprise systems

Understand, operate, and govern Salesforce with AI-powered metadata agents.

Freemium  

Payment required to increase usage, users, or features

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Game Changing for RevOps Teams!

We use Sweep for lead routing, deduping, auto-lead converting, Slack alerts, and logic visualization. It’s cut our build and update time by about 70%. Changes that once took a day now take under an hour. The Sweep team also provides incredible support and guidance, a true partnership!

A Game Changer That’s Made My Life in RevOps 100x Easier

Sweep has become an absolutely invaluable part of my RevOps toolkit. It’s given me an instant, clear understanding of our Salesforce setup - from objects and fields to automations and dependencies - all in one intuitive view. This visibility has been a game changer as I design and refine systems to support our GTM strategies, helping me execute faster and smarter. The automation builder is refreshingly simple and powerful. I’ve built automations in minutes that would have taken hours (or days) to perfect in Flow (and I've been building Flows for over 3 years). Its seamless integration with Microsoft Teams has made the transition from Slack effortless, keeping system alerts and updates flowing smoothly. The built-in AI assistance is another standout — it’s like having a RevOps co-pilot ready to answer questions or explain configurations on the spot. I could genuinely write a dissertation on how much this tool has elevated my day to day work as a RevOps leader. If you haven’t tried Sweep yet, do it. You won’t be disappointed.

Saved Our Necks Before the Workflow Rules Deadline!

When Salesforce announced the retirement of Workflow Rules & Process Builder, we knew we were in trouble. Sweep honestly saved us. The migration was quick, and we were able to start creating, editing, and adjusting processes right away—without feeling like we needed a PhD in Salesforce to get it done. What I liked most....it wasn’t just a lift-and-shift. Sweep modernized our processes and gave us tools to keep things clean moving forward. It took something we were dreading and made it surprisingly manageable.

Powerful, Easy, and Backed by Great Support

Sweep has become one of my favorite Salesforce tools. I use it mostly for the documentation side - being able to see where a field is used and what updates it is such a lifesaver. The AI makes it so simple to just ask a question and immediately get the answers I need, instead of digging through Salesforce. We also use Sweep for routing with Slack messages, and I can’t stress enough how easy and user-friendly that setup is. It saves us time and makes sure the right people always have visibility. And honestly, the support team is incredible - they’re always there when we need them, quick to respond, and super fast to make adjustments if anything comes up. It’s rare to find a tool that’s both this powerful and this easy to use, backed by a team that really cares. Highly recommend Sweep to anyone working in Salesforce.

Sweep is an amazing tool, and the team behind it is even better

As a solo sales operations manager at my company, when my new VP Sales told me we were going to move our CRM over to Salesforce I was a little nervous (especially moving over from Copper). I had never worked on salesforce before, let alone set it up, and I was told that bringing on an implementation partner would be too expensive, but if I found any tools to make the job easier we could consider it. Luckily, a friend told me about Sweep - from the first demo I loved how easy and visual they made everything. Their amazing team (shout out to Benjamin especially) answered every question I had with patience while guiding me through not only what to do, but the salesforce logic behind it. At first it was a lot on hand holding, and Sweep did so much of the heavy lift of initial implementation I am eternally thankful (including yelling at SF customer support when we had a pesky bug they couldn't fix), but slowly they empowered me to manage our SF on my own. Of course I never gave up on check in meetings, mainly because I was excited to show Benjamin some of the things I had done in Sweep, and make sure my logic was solid. They were, and are a lifesaver, and I would not recommend getting salesforce, without also getting Sweep :)

Nicole Looker
Triple Star Ranger

Sweep is a MUST HAVE tool for any Salesforce team!

Sweep.io has saved my team more hours than I can count! What used to take us hours across multiple tools now happens seamlessly in one place. The value of consolidating planning, building, and deploying into a single interface can't be overstated; it immediately justifies the cost. The AI process documentation in itself is *chef's kiss* and will be any Salesforce teams' saving grace EVERY. SINGLE. DAY! But what really sets Sweep apart is its Agentic layer. It doesn't just help you build; it understands what you're trying to do and acts like a true partner in execution. For a lean Salesforce team, that kind of intelligence and automation is game-changing, and has provided us immediate value in the short time we have been using it. If you're trying to scale your impact without scaling your headcount, Sweep is the tool that makes it possible and is a MUST HAVE if you work in Salesforce daily!

Not perfect, but constantly improving

Sweep is a very neat tool that helps folks in Sales Operations have a better grasp on their Salesforce processes. Documentation and routing tools alone are very helpful to us. Even though it has its flaws, the one thing I can say is that the updates to their software are always coming and the amount of attention and care we get from the Sweep team is extraordinary. They go above and beyond in helping us get the most out of the tool and they actually listen to our feedback and implement them! Excited to see where they take the product next, especially with AI.

A MUST FOR EVERYONE

Sweep actually changed our life! as a small hi tech company we had to build all of our CRM and project management from scratch, and Sweep really showed us how easy it can be, and how we can grow with them and be our best version. thank you Sweep :)

Amazing Product

We like how Sweep is always evolving and the team is adding newer functionality to make the app even better. The application is easy to use, the support from sweep team is excellent. Highly recommended.

Sweep is amazing and the SF integration is TOP NOTCH

I couldn't be happier with all of the capabilities Sweep provides, how innovative the product integration with Salesforce is, and their roadmap for the future is aligned with our tech stack plans. I'm excited to grow alongside Sweep and accelerate our revenue with ease using Salesforce and Slack.