Sweep

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An agentic workspace for Salesforce, offering real-time documentation and AI-powered automation to streamline business operations.

Pricing Model: Freemium
Updated: 06/02/2025
Employees
Not Disclosed
Founded in
Not Disclosed
Funding Series
Series B
Funding Amount
$22.5M

Sweep is a pioneering agentic workspace designed to enhance the functionality of Salesforce. It provides businesses with real-time documentation, data quality engines, and a dynamic AI layer to unlock greater clarity and efficiency for go-to-market teams. Built specifically for administrators and operations professionals, Sweep unifies existing business systems and offers a collaborative visual workspace. The platform’s AI capabilities facilitate informed decision-making, enable teams to resolve issues swiftly, and reduce unnecessary complexities, making it ideal for enterprises looking to optimize their CRM performance and drive growth.

Pros:

  • Real-time documentation helps maintain data quality and ensures transparency.
  • A dynamic AI layer that streamlines processes and assists with decision-making.
  • Improves team productivity and reduces management costs.
  • Sweep integrates seamlessly with popular business systems like Salesforce and Hubspot.

Cons:

  • Primarily focused on businesses utilizing Salesforce.
  • May require initial setup time to integrate fully into existing systems.
  • Potential learning curve for teams new to agentic platforms.

Features:

  • Real-time Documentation - Keeps all team members informed with up-to-date information.
  • AI-powered Automation - Automates repetitive tasks and processes.
  • Agentic Layer - Allows teams to make informed decisions quickly.
  • Data Quality Engines - Ensures high-quality data and efficient deduplication.

Integrations:

  • Salesforce - Essential CRM system integration to enhance data quality and management.
  • Hubspot - Integrates with marketing and sales CRM for comprehensive business process management.

Pricing:

  • Free Tier - Access to basic features to get started.
  • Subscription Plans - Premium features and greater capacity available under paid plans.

Implementation Timeline

Not Disclosed

Onboarding

Not Disclosed

Sandbox

Not Disclosed

Compliance

SOC2

Company Stage

Series B

Buying Persona

CRO, VP of Sales, Director, Sale Manager, RevOps, Customer Success Manager, VP

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An agentic workspace for Salesforce, offering real-time documentation and AI-powered automation to streamline business operations.

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