Clientell

AI assistant for Salesforce — automate reports, build flows, and clean data using plain English commands.

getclientell.com

Verified API available ~1k monthly visits

Quick facts
What is it	AI assistant for Salesforce — automate reports, build flows, and clean data using plain English commands.
Pricing	Paid — from $99/mo
Free tier	No
Platform	Web Application
API	Yes
Best for	Automating Salesforce workflow creation, Generating real-time sales reports and dashboards
Domain registered	2021

Data updated Aug. 1, 2026

What does Clientell do?

Clientell is an AI-powered assistant that helps Salesforce users automate complex tasks through simple natural language commands. Instead of navigating Salesforce's complex interface, users can ask Clientell to build workflows, generate reports, clean data, or create automated flows using plain English. The tool connects directly to your Salesforce instance and acts as an intelligent admin that understands your specific organizational data and needs.

What makes Clientell stand out is its focus on solving real RevOps pain points without requiring technical expertise. The platform offers specialized AI agents for different functions: Flows Agent for workflow automation, Reports Agent for dashboard creation, Data Agent for CRM hygiene, and a Salesforce Sherpa for general assistance. It works 24/7, claims to save up to 20 hours per week of administrative work, and maintains enterprise-grade security with SOC2, GDPR, HIPAA, and ISO certifications.

Sales operations teams and RevOps professionals benefit most from Clientell, particularly those struggling with Salesforce complexity or spending excessive time on administrative tasks rather than strategic work. Real-world use cases include automatically resolving support tickets, maintaining clean customer data, generating accurate sales forecasts, and creating complex automation flows that would normally require developer intervention. The tool is designed for lean, fast-scaling sales teams that need to maximize their CRM investment without adding technical staff.

AI Sales Assistant CRM Sales & CRM — Other

#ai assistant#business intelligence#crm tools#data cleaning#no-code#revops#salesforce automation#workflow automation

Key features

What makes it stand out

Automate complex Salesforce workflows from simple commands

Generate dynamic reports and dashboards with a few clicks

Clean, deduplicate, and enrich Salesforce records automatically

Get instant data insights without complex report building

Enterprise-grade security with SOC2, GDPR, and HIPAA compliance

Who is Clientell for?

Who benefits most from this tool

Automating Salesforce workflow creation

Generating real-time sales reports and dashboards

Cleaning and maintaining CRM data hygiene

Pricing

Plus

$99.0/month

$84.0/month billed yearly

Includes 1 Salesforce org
Includes 1 User
Unlimited chat history & saved workspaces
Basic support & slack access

Pro

$499.0/month

$424.0/month billed yearly

Includes 5 Salesforce orgs
Includes 3 Users
Unlimited chat history & saved workspaces
Basic support & slack access

Team/Agency

$999.0/month

$849.0/month billed yearly

Includes 10 Salesforce Orgs
Includes 5 Users
Usage analytics, reporting export, agent customization
Early access to LWC builders & documentation tools
Premium support & slack access

Enterprise

Custom

Everything in Team/Agency, plus:

SSO/SAML authentication
Advanced security & compliance
Dedicated customer success manager
Custom Salesforce integrations
Multi-org management at scale
API access & white-labeling
Priority support with SLA

Trust & presence

Domain Domain registered 2021

Gallery

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