Sweep

Sweep

Automates Salesforce workflows, reports, and collaboration

Overview

Sweep offers a set of Salesforce-focused tools that help businesses optimize revenue and streamline operations. It provides a visual workspace and a suite of pipeline solutions to automate tasks, route leads, send notifications, and generate real-time reports and dashboards. The product works inside Salesforce to manage and customize configurations, turning Salesforce into an agile platform that scales with a business. It reduces manual troubleshooting by automating to-do lists and workflows, freeing teams to focus on higher-impact work. Sweep differentiates itself by combining automation, collaboration, and real-time insights within Salesforce, and by handling the complexity of Salesforce architecture so users can edit configurations confidently. The goal is to help Salesforce users increase efficiency and accelerate revenue growth through smarter processes and data-driven decision making.

About Sweep

Simplify's Rating
Why Sweep is rated
C+
Rated B on Competitive Edge
Rated B on Growth Potential
Rated D+ on Differentiation

Industries

Data & Analytics

Enterprise Software

AI & Machine Learning

Company Size

51-200

Company Stage

Series B

Total Funding

$58.5M

Headquarters

New York City, New York

Founded

2021

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Simplify's Take

What believers are saying

  • Cross-system reasoning cuts investigations from 11 hours to about one hour.
  • Coastal reports 2-3 hours saved per workflow and 60% lower discovery costs.
  • Series B funding enables expansion into Marketo, NetSuite, SAP, and Snowflake.

What critics are saying

  • Salesforce-native AI can absorb Sweep's governance and impact-analysis wedge.
  • Multi-platform expansion raises integration complexity and threatens reliability across systems.
  • Enterprise buyers will reject inaccurate or unauditable agent outputs after one misconfiguration.

What makes Sweep unique

  • Agentic workspace monitors Salesforce, HubSpot, Snowflake, and Data 360 changes.
  • Continuously updated dependency graphs explain workflows, permissions, metadata, and business logic.
  • Documented customers include Brex, Wix, LG Electronics, and SailPoint.

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Funding

Total Funding

$58.5M

Above

Industry Average

Funded Over

3 Rounds

Series B funding is typically for startups that have proven their business model and need more funding to expand rapidly—often by entering new markets or adding more products. Investors are usually venture capital firms that specialize in later-stage investments.
Series B Funding Comparison
Below Average

Industry standards

$35M
$30M
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$45M
Linktree
$65M
Substack
$100M
ClickUp

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Unlimited Paid Time Off

Hybrid Work Options

Flexible Work Hours

Remote Work Options

Growth & Insights

Headcount

6 month growth

-2%

1 year growth

0%

2 year growth

-3%

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