GTM agents that act in Salesforce, not just your inbox.
Speed-to-lead, AI SDR follow-up, routing, enrichment, and the data hygiene your pipeline runs on. We build a custom agent around your go-to-market motion and run it inside Salesforce, with a human in the loop.
SOC 2 Type II · ISO 27001 · HIPAA · GDPR · Salesforce Partner
Written by Saahil Dhaka, CEO & Co-Founder · Reviewed by Neil Sarkar · Updated June 17, 2026
Requested a demo, pricing page, enterprise.
Routed by territory
owner assigned, not next morning
Enriched and scored
fields your forecast runs on
Follow-up sent
email and voice, logged to the record
Written to Salesforce
attribution stays intact
Routed in seconds, then written back to Salesforce.
A GTM AI agent handles the operations work that sits between marketing, sales, and RevOps: catching leads fast and routing them, following up over email and voice, enriching records, wiring handoffs across the funnel, and keeping the data that pipeline and forecast depend on clean.
- It is the work that quietly breaks attribution and slows deals, and it rarely belongs to one team.
- Clientell builds these as custom agents scoped to your motion, then runs them inside Salesforce with your approval, instead of as another tool that lives outside your CRM and floods inboxes.
| Scope | A GTM agent owns the between-teams ops work: speed-to-lead, AI SDR follow-up, routing, enrichment, handoffs, and pipeline hygiene. |
|---|---|
| How it runs | It runs inside Salesforce with a human in the loop, not as a standalone tool that floods inboxes and breaks attribution. |
| Custom build | It is a custom build scoped to your revenue motion, not a template you configure. |
| Compliance | Clientell is a registered Salesforce partner: SOC 2 Type II, ISO 27001, HIPAA, and GDPR compliant. |
The GTM ops work that falls between the cracks.
Speed-to-lead and routing
Catch inbound leads the moment they land, route them by territory or account, and follow up before the trail goes cold.
AI SDR and outbound follow-up
Qualify, sequence, and follow up across email and voice, with every touch written straight back to Salesforce.
Enrichment and data hygiene
Fill the fields your scoring and forecast depend on, and clean the records that quietly break attribution.
Handoffs across the funnel
Wire the marketing-to-sales and sales-to-CS handoffs so nothing drops between teams or systems.
Pipeline and forecast inputs
Keep the data behind pipeline and forecast clean so the numbers leadership sees can be trusted.
Deal-desk and approvals
Move quotes, approvals, and renewal paperwork forward without the deal-desk becoming the bottleneck.
Why most AI SDR tools disappoint.
They flood inboxes
Generic AI outreach sent at volume burns your domain reputation and your brand. More sends is not more pipeline.
They live outside your CRM
A standalone SDR tool means double entry, broken attribution, and no single source of truth. The work never lands where your team works.
They can't prove ROI
When the tool is not wired to Salesforce, you cannot tie a booked meeting to a closed deal. The number stays a guess.
Clientell is the opposite. The agent is built into Salesforce, keeps a human in the loop on every send and every record change, and is instrumented so you can tie its work to pipeline and revenue, then prove it in a fixed-scope pilot before you scale. It augments your reps. It does not impersonate them at volume, and it does not lock you into an annual contract to find out whether it works.
Speed and execution win revenue now.
21x
More likely to qualify a lead when you respond in 5 minutes instead of 30. Agents respond now, not next morning.
MIT / InsideSales
$47.5B
Projected voice AI agents market by 2034, up from $2.4B in 2024 (34.8% CAGR). Voice is where SDR is heading.
Market.us
$800M
Salesforce Agentforce ARR across 29,000+ deals. Buyers want agents that act inside the CRM, not bolt-on tools.
Salesforce, Q4 FY26
Scoped to your motion. Deployed with approval.
We map how your funnel really moves, build the agent where the revenue data lives, and keep you in control of every change.
Map the motion
We start with how your funnel actually moves, and where it leaks, before any build.
Build inside Salesforce
The agent acts where the revenue data lives, across the systems it connects to.
You stay in control
Every change and every send runs through your approval. SOC 2 Type II, ISO 27001, HIPAA, and GDPR compliant.
Questions, answered.
What is a GTM AI agent?
A GTM AI agent handles the go-to-market operations work that sits between marketing, sales, and RevOps: speed-to-lead and routing, AI SDR follow-up, enrichment, handoffs, pipeline data hygiene, and deal-desk. Clientell builds these as custom agents around your specific motion and executes the work inside Salesforce with your approval.
How is this different from a standalone AI SDR tool?
Most AI SDR tools live outside your CRM, send generic outreach at volume, and cannot tie a meeting back to a closed deal. A Clientell GTM agent is built into Salesforce, keeps a human in the loop, and is instrumented so you can see what it returns. It augments your reps; it does not flood inboxes on their behalf.
How is this different from the standalone Clientell agent?
The standalone agent handles core Salesforce admin work. A GTM agent is a custom build shaped around your revenue motion and the systems it touches. We scope it to your funnel rather than configure it from a template.
How is a GTM agent different from a lead-routing tool?
Routing tools do one job well: assign leads by rules. A GTM agent covers the wider set of between-teams ops work, routing plus enrichment, follow-up, handoffs, and pipeline data hygiene, and it acts on the records rather than only assigning them. If routing alone is your need, a dedicated tool may be enough; if the breakage spans the funnel, an agent fits better.
Which GTM workflows are the best fit for an agent?
The strongest fits are repetitive, rule-shaped workflows that touch Salesforce data: speed-to-lead and lead-to-account routing, enrichment that feeds scoring and forecasting, outbound follow-up, marketing-to-sales and sales-to-CS handoffs, and the cleanup that keeps pipeline reporting trustworthy.
Do you build it, or do we?
We design and build it with you. Our team handles the agent engineering and the Salesforce delivery; you keep control of requirements and approvals on anything that changes your org.
How do we start?
Book a call with our founders. We will map the GTM workflow you want an agent for and tell you honestly whether the standalone agent already covers it or whether a custom build is the right call.
How to start
Prove the GTM agent in a 60 to 90 day pilot.
Fixed scope, a measured outcome, and a clear before-and-after. No open-ended hourly billing, and no annual lock-in to find out whether it works. If the pilot does not earn its place, you do not scale it.
Scope a pilotFixed scope and price
We define the workflow and the number up front. You are never billing open-ended hours.
Measured against your numbers
We agree on the metric that matters before we start, then report the before and after.
Human in the loop
Every change runs through your approval and your guardrails, in your org.
Sources
- MIT / InsideSales.com, Lead Response Management Study (5-minute rule) · 2007
- Market.us, Voice AI Agents Market Size & Forecast · 2025
- Salesforce, Record Fourth Quarter Fiscal 2026 Results (Agentforce ARR and deals) · February 25, 2026
Market figures reflect third-party research and vary by analyst. GTM, SDR, and voice agents are custom builds scoped per engagement.
Keep exploring
Have a GTM workflow that needs an agent?
Tell us how your funnel moves.
Book a call with our founders. We will scope a custom GTM agent around your motion, or point you to the standalone agent if it already covers it.
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