Engineered for what’s next: Sweep’s agentic workspace helps enterprise teams stay ahead of change

Whether you work in technology or not, chances are you’ve heard of Salesforce. From startups to Fortune 100 brands, sales teams and beyond, Salesforce is everywhere. Yet, if you’ve ever tried to tailor a CRM to your business’s exact needs, you know how challenging and time-consuming it can be. At Insight Partners, we’re proud power users of CRM technology to track every founder we meet—but our needs are different from those of our portfolio companies, many of whom are focused on selling software.

Back in 2021, we met the founders of Sweep—Ido and Eran—who were tackling this very problem. The more companies we spoke with, the clearer it became: building and maintaining the right CRM configuration is a persistent struggle, especially as businesses and strategies evolve over time. Ido and Eran’s track record, including their successful exit of Flok to Wix (another Insight portfolio company), convinced us they were the right team to build a customer-centric, easy to use platform.

Today, our excitement for Sweep has only grown, which is why we’re doubling down to lead their next round of financing. Sweep is pioneering an agentic architecture that reimagines how companies deploy and manage CRMs. Their AI-powered visual workspace allows teams to customize and scale Salesforce configurations without the need for heavy development resources. With real-time documentation, automated process optimization, and a no-code, drag-and-drop interface, Sweep enables teams to troubleshoot faster, maintain clean data, and operate with greater control and confidence. Their mission remains focused on reducing the complexity of custom workflows, illuminating system dependencies, and easing the operational burden of ongoing changes.

Customers consistently report that Sweep makes configuring Salesforce—and now HubSpot—dramatically easier and more efficient, freeing up time and resources for higher-value strategic work instead of manual system upkeep. Sweep’s visual approach means you can instantly see and manage every element in your CRM, automate lead routing, deduplicate records, and even trigger key notifications to keep stakeholders aligned.

While our journey with Sweep began in the Salesforce ecosystem, their ambitions extend far beyond. We recently supported the rollout of Sweep for HubSpot, and next up is NetSuite. Sweep’s vision is to become the agentic layer for all business systems, translating system metadata into a contextual layer that empowers both AI agents and human teams. No matter the platform, Sweep aims to help businesses of all sizes build, optimize, and manage workflows with efficiency.

In a world where CRM customization is often a bottleneck, Sweep is redefining what’s possible – making complex systems accessible, scalable, and truly aligned with each company’s unique needs. We’re proud to double down on our partnership and are excited for this next chapter together!

Jessie Sheff Principal More By The Author