---
title: Sweep Reviews
meta_title: 'Sweep Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 38 reviews by the users' company size, role or industry to
  find out how Sweep works for a business like yours.
aggregate_rating:
  rating_value: 4.9
  review_count: 38
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Marketplace Apps
  url: https://www.g2.com/categories/marketplace-apps
---


# Sweep Reviews
**Vendor:** Sweep  
**Category:** [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)  
**Average Rating:** 4.9/5.0  
**Total Reviews:** 38
## About Sweep
Sweep is the agentic layer for enterprise systems, giving AI agents the context they need to understand, plan, and govern changes across platforms including Salesforce, ServiceNow, and Snowflake. By connecting discovery, design, build, and monitoring into one continuous workflow, Sweep helps teams compress enterprise transformation from months to days. Founded in 2021, Sweep is trusted by enterprises including Brex, Wix, LG Electronics, and SailPoint.



## Sweep Pros & Cons
**What users like:**

- Users rave about the **exceptional customer support** from Sweep, highlighting quick responses and knowledgeable assistance. (10 reviews)
- Users find Sweep to be **simple and efficient** , making it easy to manage data and workflows effectively. (10 reviews)
- Users highlight the **user-friendliness** of Sweep for Salesforce, enabling easy changes and excellent support from the team. (9 reviews)
- Users love the **powerful automations** in Sweep, significantly increasing efficiency and simplifying complex processes. (8 reviews)
- Users value the **automation capabilities** of Sweep, significantly enhancing efficiency and simplifying complex tasks with support. (7 reviews)
- Users value Sweep for its **time-saving automation** , enabling quick adaptations and significant reductions in implementation time. (7 reviews)
- Efficiency (6 reviews)
- Time-Saving (6 reviews)
- Features (5 reviews)
- Implementation Ease (5 reviews)

**What users dislike:**

- Users face **limitations in customization** with Sweep, requiring Salesforce for advanced flows and facing ordering challenges. (3 reviews)
- Users find **limited customization** in Sweep, requiring additional Salesforce involvement for essential record management and modifications. (2 reviews)
- Users find the **limited features** of Sweep frustrating, especially regarding record creation and AI interaction capabilities. (2 reviews)
- Users notice some **software bugs** , but appreciate the team's rapid response and willingness to fix issues quickly. (2 reviews)
- Users are frustrated by the **lack of admin control** in Sweep, limiting their ability to customize records effectively. (1 reviews)
- Users face challenges with **automation difficulty** , especially due to limited ordering of Sweep and Flow automations. (1 reviews)
- Users find the **complexity of learning Sweep** challenging, though it's easier than Salesforce overall. (1 reviews)
- Users find the **learning curve steep** , requiring time to adapt to Sweep's features and functionality. (1 reviews)
- Meeting Issues (1 reviews)
- Users note the **missing features** in Sweep, particularly in ordering automations and error logging capabilities. (1 reviews)

## Sweep Reviews
  ### 1. Intuitive Product with Stellar Support but Underutilized Potential

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 09, 2026

**What do you like best about Sweep?**

I find Sweep easy to use, and I really appreciate the good customer success and support.

**What do you dislike about Sweep?**

I think we don’t know what we don’t know and underutilize the tools. There are features I don’t know if we have or if we don’t, so not sure what we could be missing out on. More regular updates or customer success letting us know what we are using versus not.

**What problems is Sweep solving and how is that benefiting you?**

Sweep enhances accuracy with lead to account matching and documents workflows through AI, clarifying past development.

**Official Response from Benjamin Zeitz:**

> Thank you for the review, and for the kind words about the product and our support team. Your point about underutilized potential is fair, reach out to your CSM and we'll work on setting up more regular check-ins together!

  ### 2. A great tool for the toolbox of small Salesforce / Ops teams

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nadav G. | Enterprise Sales, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 06, 2024

**What do you like best about Sweep?**

It has the functionality we all wish Salesforce had out of the box, with great ease of use.

**What do you dislike about Sweep?**

It's not possible to order Sweep automations and Flow automations, which could lead to some challenges. The error logging also leaves a lot to be desired.

**What problems is Sweep solving and how is that benefiting you?**

We use it for routing leads to salespeople, and for some roll-ups and validations. It's great to be able to just go in and create these things with little effort, those that have tried to create "roll ups" using Salesforce Flows know what a pain that can be, in Sweep it's just as easy as creating conventional roll-ups. Lead assignment is also a breeze.



- [View Sweep pricing details and edition comparison](https://www.g2.com/products/sweep/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+01%3A17%3A32+-0500&secure%5Bsession_id%5D=099c409f-7231-4f65-b7fe-eb7e3c95b1b3&secure%5Btoken%5D=12c1021f0f3a5e39bb3aece26e5c101fe1f62b3f42cb490c195382ad8fe1c5ca&format=llm_user)
## Sweep Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)

## Sweep Features
**Additional Functionality**
- Tagging
- Natural Language Processing
- Data Extraction
- Multi-Language
- Predictive Analytics
- Drag & Drop
- Speech Recognition
- Reporting/Analytics
- Data Storage Management
- Virtual Personal Assistant (VPA)
- AI Copilot
- Customer Segmentation
- Collaboration Tools
- Data Import/Export
- Generative AI
- For eCommerce
- Role-Based Permissions
- Customizable Branding
- Search/Filter
- Monitoring
- Document Management
- API
- Data Visualization
- Trend Analysis
- Machine Learning
- Access Controls/Permissions
- Alerts/Escalation
- Performance Metrics
- Real-Time Data
- Third-Party Integrations
- Mobile App
- Multiple Data Sources
- For Sales Teams/Organizations
- Sentiment Analysis
- Activity Dashboard
- Chatbot
- Workflow Automation

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Additional Functionality**
- Specialized or Emerging Capabilities
- Distinct AI Functionality
- Niche Application

**Responses**
- Personalization
- Route To Human
- Natural Language Understanding (NLU)
- Multi-Language

**Matching**
- Priority Matching
- Account Tiebreakers
- Fuzzy Matching

**Data management**
- Metadata Management
- Automation Features
- Collaboration
- Data Lineage
- Data Discovery

**Automation - AI Agents**
- Sales Follow-Up
- Customer Interaction Automation
- Lead Generation
- Document Processing
- Feedback Collection
- Natural Language Processing
- Simulation and Scenario Generation

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Productivity Bots**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making
- Third-Party Integrations

**Additional Functionality**
- Image Editing
- Collaboration Tools
- Search/Filter
- Drag & Drop
- Alerts/Notifications
- Notes Management
- Assignment Management
- Task Scheduling
- Content Creation
- AI Copilot
- Reporting & Statistics
- Productivity Analysis
- Audio Recording
- Focus Aid
- Presentation Tools
- Reminders
- Email Management
- Prioritization
- Task Management
- Single Sign On
- Secure Data Storage
- Generative AI
- Office Suite
- Database Creation
- API
- Activity Dashboard
- To-Do List
- Chat/Messaging
- Calendar Management
- Tagging
- Workflow Management
- Progress Tracking
- Customizable Templates
- Document Management
- File Sharing
- Data Import/Export
- Team Collaboration
- Video Content
- Productivity Tools
- Project Management
- Business Process Automation

**Platform**
- Conversation Editor
- Integration
- Human-In-The-Loop
- Drag & Drop Editor
- Human-in-the-loop (HITL)

**Routing**
- Match and Route
- Multi-Objects
- Territories
- Working Hours

**Reporting**
- Intelligent Insights
- Actionable Insights
- Dashboards

**Autonomy -  AI Agents**
- Independent Decision Making
- Adaptive Responses
- Task Execution
- Problem Solving

**Platform Operations**
- Service level Agreements
- Audit Logs
- Duplicate Match
- Capping
- Analytics
- Integrations
- Alerts & Notifications
- AI Lead Matching & Routing

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - AI Agents**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Agent Collaboration
- Data Governance
- Prompt Engineering
- Feedback Management
- For No-Code Development
- Version Control
- Role-Based Permissions
- Dynamic Modeling
- API
- Memory Management
- Monitoring
- Scalability
- Cost Management
- Scheduling
- Natural Language Interface
- Access Controls/Permissions
- Multiple LLM Models
- Integration Management
- Customizable Frameworks
- Pre-built Templates
- Analytics
- Intent Recognition
- Contextual Guidance
- Rules-Based Workflow
- Attended Automation
- Drag & Drop
- For Sales/Marketing
- Generative AI
- Business Process Automation
- AI Copilot
- Third-Party Integrations
- Multi-Channel Communication
- Sentiment Analysis
- Deep Learning
- Code-free Development
- Compliance Management
- Automated Responses
- Knowledge Management
- Transfers/Routing
- Personalization
- Activity Dashboard
- Customer Experience Management
- Virtual Personal Assistant (VPA)
- Chatbot
- Speech Recognition
- Reporting/Analytics
- Task Management
- Customer Engagement
- AI/Machine Learning
- Configurable Workflow
- Unattended Automation
- Conversation Intelligence
- Workflow Automation
- Proactive Error Detection

**Additional Functionality**
- Metadata Management
- Data Lineage
- Data Discovery
- Data Governance
- Data Aggregation
- Compliance Management
- Search/Filter
- AI Copilot
- Data Migration
- Configurable Workflow
- Workflow Management
- Archiving & Retention
- Policy Metadata Management
- Tagging
- Third-Party Integrations
- Big Data Analytics
- Data Security
- Metadata Extraction
- Data Integration
- Dashboard
- Generative AI
- Data Catalog
- Data Profiling
- Data Connectors
- Data Visualization
- Reporting/Analytics
- Data Glossary
- Data Quality Control
- Data Management
- Data Sampling
- Data Modeling
- Data Mapping
- Data Dictionary Management
- Secure Data Storage
- Version Control
- Document Database
- Access Control

## Top Sweep Alternatives
  - [LeanData](https://www.g2.com/products/leandata/reviews) - 4.6/5.0 (1,038 reviews)
  - [Workvivo](https://www.g2.com/products/workvivo/reviews) - 4.8/5.0 (2,619 reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews) - 4.5/5.0 (2,063 reviews)