Sweep
Visual no-code Salesforce config workspace. Strong on routing, documentation, automation.
Visual drag-and-drop workspace for Salesforce configuration. Auto-generates documentation, builds lead-routing flows, surfaces deduplication. Used by LG, Brex, NBC Sports, Mass General Brigham. Free tier available; Growth plan starts at $1,000/month for 2 admin licenses. $22.5M Series B raised May 2025.
Agentic Starter $2,500/month, billed annually (list price, checked October 2026) · native
Pricing
Agentic Starter $2,500/month, billed annually (list price, checked October 2026)
Integration
native
Audiences
03 roles
Categories
02 areas
Best for
RevOps teams that want a visual workspace for Salesforce config, routing, and documentation.
Honest review
Where it shines, where it breaks.
Strengths
04- 01
Visual workspace makes config legible to non-admins
- 02
Auto-documentation is genuinely good (saves the doc-drift problem)
- 03
Free tier exists for evaluation
- 04
Strong G2 reviews (10/10 quality of support, 9.6/10 ease of setup)
Limitations
03- 01
Pricier per-user than agent-based tools at scale
- 02
Visual UX is its own thing to learn (vs. natural language)
- 03
Stronger on routing and docs than on flow building or data cleaning
Workflow examples
What it actually does in production.
- 01Workflow
Visual lead routing
Drag-and-drop a routing flow with territory, account-owner, round-robin logic. Deploy without writing one line of Apex.
- 02Workflow
Auto-documentation
Sweep continuously generates org docs as you build. End the doc-drift problem most orgs have.
Automation recipes
Paste-ready prompts you can run today.
- 01Prompt
Build a multi-criteria lead-routing rule with territory + account ownership fallback.
- 02Prompt
Generate an org-wide documentation export for the next quarterly review.
Where Clientell AI sits · workflow layer
Sweep
workflow layer
RevOps teams that want a visual workspace for Salesforce config, routing, and documentation.
Pricing
Agentic Starter $2,500/month, billed annually (list price, checked October 2026)
Clientell AI
Salesforce-native admin
The AI agent that ships Flows, validation rules, data ops, and user management from plain English. Connects every layer of your Salesforce stack.
From
How they coexist
Sweep is a visual workspace; Clientell AI is conversational. Many teams use both: Sweep for the visual map of their Salesforce, Clientell AI for execution and ongoing operations.
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Skip the evaluation. Try the orchestration layer.
Clientell AI is the AI agent that connects the rest of this stack. Build flows, clean data, manage users from $249/month.
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