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Certified Salesforce Partner

Salesforce Admin Work?
There's an Agent for That.

Hand over your flows, reports, automations, and data cleanup. Approve the plan the agent builds - it deploys directly in your sandbox.

Clientell Agent

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SOC 2 Type II
HIPAA
GDPR
Zero Data Retention
01

Flows, reports, automations, data cleanup - the work that never ends, every week without fail

02

Describe what you need - the agent plans it, you approve the build, it deploys in your sandbox

03

Working solutions in your org - not suggestions, not code to paste, not another tab to figure out

No Coding  ·  No Agentforce  ·  No Data Cloud required

Trusted by Salesforce teams worldwide

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See it in action

You describe.
It deploys.

Flows, Apex, data cleanup, permissions, reports, production‑ready in minutes, not days.

“Make sure inbound leads are distributed fairly across my team by territory.”

Nothing touches production without your approval. Every change is reviewed, tested, and reversible.

Manual4–6 hours
AI< 3 minutes
SetupProcess AutomationFlows

Lead_Territory_Router

ActiveRecord-Triggered Flow
Start
When Lead is Created
Get Sales Reps
Get Records
Check Territory
Decision
West
Assign Rep
Assignment
East
Assign Rep
Assignment
Clientell·
Production
+ New Chat

What can I do for you?

Describe what you need. It deploys in your org.

Describe your request...
Prompt Enhancer
Ask a Question
Generate a Report
Create a Flow
Update Data
Clean Data
Manage Users

AI Agent for CRM

The AI agent that runs your CRM. Not a chatbot you ask questions to.

Most “AI for CRM” tools chat. They answer questions, draft emails, summarize records. Useful, but they leave the actual CRM work, building the automation, cleaning the data, fixing access, deploying the change, on your plate. Clientell does the CRM work. You describe a change in plain English (route these leads, dedupe these accounts, build a renewal flow, fix the empty required fields) and the agent builds, tests in a sandbox, and deploys it inside your Salesforce org with your approval.

Salesforce only. Clientell is purpose-built for Salesforce, the CRM most revenue teams run on. We do not support HubSpot, Pipedrive, or Microsoft Dynamics. If Salesforce is where your customer data and pipeline live, that is exactly where the agent works.

For RevOps teams →vs ChatGPT →CRM data cleanup →See pricing →

From zero to production in minutes.

The easiest way to get your Salesforce tasks done gracefully.

01Connect your org

Secure OAuth 2.0: no passwords, no API keys, no SFDX setup required.

02Ask in plain English

Describe what you need. The agent reads your schema, objects, flows, and permissions before responding.

03Review & deploy

You approve the plan before anything changes. Full audit logs and rollback included.

The Clientell Agent

We know your org. We know what’s broken.

Your Salesforce OrgObjects · Flows · Apex · DataOne Agent Handles AllFlows & AutomationsApex DevelopmentData CleanupReports & DashboardsClientell AgentPurpose-Built · Not GPT · Not Claude
All of Salesforce

One Agent. Everything Salesforce.

Flows, automations, Apex, data, reports. One purpose-built AI agent handles it all - reads your org, executes natively, no model selection needed.

The Difference

ChatGPT gives you code. Clientell gives you a deployed system.

Generic AI

Gives you code to figure out

Copy. Paste. Debug. Deploy manually. Repeat.

ContactDedupe.trigger
ContactTest.cls
package.xml
force-app › triggers › ContactDedupe.trigger
1trigger ContactDedupe on Contact (
2 before insert, before update) {
3 Map<String, Contact> emailMap =
4 new Map<String, Contact>();
5 for (Contact c : Trigger.new) {
6 if (c.Email != null) {
7 emailMap.put(c.Email, c);
8 }
9 }
10 // TODO: handle bulk > 200
11 // ERROR: System.LimitException
12}
Terminalexit 1
$ sfdx force:source:deploy -p force-app/
Deploying v58.0 metadata to sandbox-01...
ERROR at ContactDedupe.trigger(11,5)
System.LimitException: Too many SOQL queries: 101
Deploy FAILED. 0 of 1 components deployed.
ChatGPT→Copy code→VS Code→Fix errors→SFDX deploy→Debug→Retry
Ln 11, Col 5 · Apex1 error, 1 warning
7+Steps
4–8 hrsPer change
5+Tools
Purpose-built for Salesforce

Deploys a working solution

Describe it. Approve it. Done.

Clientell AgentOnline
you

Give sales team read access to Contracts

agent

Analyzing Contract object & existing PermSets...

Building permission set: Sales_Contract_Read

✓Deployed to production in 47s

Sales_Contract_Read
✓ Approved
ObjectFieldAccessStatus
ContractAll FieldsRead+ Grant
ContractLineItemAll FieldsRead+ Grant
AccountBillingCityRead✓ Exists
OpportunityContractIdRead✓ Exists
1Describe
2Approve
✓Deployed
Connected to org · productionDeployed
3Steps
<3 minPer change
1Tool

Same prompt. Different outcome. One actually ships.

0

Salesforce capabilities

0+

Flows built

0M+

Records cleaned

0+

Orgs documented

Architecture

Built different. Not bolted on.

Most AI tools sit outside Salesforce and tell you what to do. Clientell operates inside your org and does it.

Data access

Every request reads your actual Salesforce data in real time. No stale indexes, no sync lag.

OthersCached snapshots
Us
Live org queries

Org understanding

Reads your real objects, fields, and relationships on demand. Not a RAG layer guessing from old docs.

OthersPre-indexed knowledge base
Us
Direct schema reads

Execution

Changes are built and deployed natively in Salesforce. No external workarounds, no copy-paste.

OthersGives you code to paste
Us
Deploys inside your org

Built for

The people who actually
run Salesforce.

Salesforce Admins

An entire Salesforce team

Explore Admin solutions

Clear weeks of backlog in hours

Describe what you need in plain English. The agent reads your schema, builds flows, validation rules, and permission sets then waits for your approval before deploying.

Never write Apex alone again

Production-grade triggers, batch jobs, and test classes generated with governor limits in mind. Every line explained. Deploys to sandbox first.

Stop configuring.
Start building.

Stop waiting weeks for Salesforce changes. Clientell gives you an AI admin that builds flows, cleans data, and deploys all inside your org. No expertise needed.

Start free trialGet a demo

Free trial · Unlimited messages · No credit card

Clientell Agent

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Our AI Expertise

01/03

Pixis.aiAI / ML

0×

RevOps Efficiency

0%

Data Quality

was 61%

0%

Adoption Rate

was 34%

+23%

Conversions

+15%

PLG Pipeline

2×

GTM Efficiency

A Game Changer for CRMs.

Pixis's Salesforce was riddled with manual workarounds and broken automations. Our AI-led approach turned it into a strategic weapon. Data quality jumped from 61% to 94%, adoption soared, and the team achieved 10x RevOps efficiency without adding headcount.

Read Their Story
HV

Hari Valiyath

CBO, Pixis.ai

Customer Testimonials

Results that speak for themselves

Discover how Salesforce admins, architects, and ops teams are deploying our autonomous AI Agent to automate complex configurations, debug instantly, and multiply their daily output.

AI Agent
“With Clientell AI, the difference is simple: it is not just telling you what to do. It is actually doing it. You ask it to create a Flow, a field, or a report, and those appear directly in Salesforce.”

I treat every output as a starting point. Sometimes it is nearly perfect. Sometimes it is more of a draft. But the pattern is the same: you get a template, you verify, adjust, and decide if it truly saves time. Think of it like a skilled intern. They can handle a lot, but they still need your direction. Clientell AI works the same way. It is a powerful assistant that acts, but still needs an architect to steer. That is why I use it - it lets me delegate more by doing the work in my org, while I focus on the parts that need human expertise.

Julian Joseph
Julian JosephSalesforce DevOps Consultant, Copado
AI Agent
“It's a tool that has the mind of a Technical Architect but can answer you in plain language. Most importantly, it can query the underlying metadata and get to the root of issues quickly.”
Robert Smith
Robert SmithSalesforce Consultant, Zon Projects Limited
AI Agent
“Clientell AI's Salesforce agents amazed us by continuously learning from each interaction. The system gets noticeably smarter weekly, automatically refining our workflows with incredible precision.”

Data cleaning and flow management now happen flawlessly without human intervention. It's revolutionary.

Hari Valiyath
Hari ValiyathCBO, Pixis.ai
AI Agent
“As an Admin with 10 years experience, I was skeptical of AI performing system configuration tasks accurately. When I put Clientell AI through some paces I had to rethink what was possible.”

I checked my Salesforce org and there were 10 new fields in a fraction of the time to configure one-by-one. There are hundreds of hours to be saved each year with repetitive tasks we perform in each sandbox.

Justin Dux
Justin DuxSr Salesforce Administrator, Minnesota IT Services

Real teams. Real orgs. Real Salesforce instances.

Safe and secure

Your trust is our foundation. Clientell is designed with a deep commitment to data privacy and security. Visit our trust page to learn more.

Common Questions

What teams ask before they roll Clientell out.

What is Clientell AI Agent for Salesforce?+

Clientell is an autonomous AI agent that builds flows, cleans data, writes Apex, and manages your Salesforce org. Describe your task in plain English and the agent executes it: no manual coding, no CLI tools, no ticket queues.

Is Clientell an AI agent for CRM?+

Yes. Clientell is the AI agent for your CRM, purpose-built for Salesforce, the CRM most revenue teams run on. Where most AI tools for CRM chat, draft emails, or summarize records, Clientell takes action: build automations, dedupe accounts, clean fields, manage permissions, deploy changes. Plain-English request in, shipped change out.

Does Clientell work with HubSpot, Pipedrive, or other CRMs?+

No. Clientell is purpose-built for Salesforce only. It connects to your Salesforce org and executes work inside it. We do not currently support HubSpot, Pipedrive, Microsoft Dynamics, or other CRMs. If Salesforce is where your customer data and pipeline live, that is exactly where the agent works.

How is Clientell different from ChatGPT for Salesforce?+

ChatGPT gives you code to copy, paste, debug, and deploy manually across 7+ steps taking 4-8 hours. Clientell connects directly to your org and deploys a working solution in 3 steps and under 3 minutes. ChatGPT advises; Clientell executes.

How is a CRM AI agent different from a CRM chatbot or copilot?+

A chatbot or copilot answers questions and drafts text. A CRM AI agent takes action: it builds the Salesforce configuration, tests it in a sandbox, and deploys it under your approval. Chat is the interface; the output is a shipped change in your CRM, not a suggestion you still have to execute.

How many Salesforce capabilities does Clientell support?+

Clientell supports 231+ Salesforce capabilities including Flow building, data operations, permission management, Apex generation, report creation, and org documentation.

Is Clientell safe to use in production Salesforce orgs?+

Yes. Clientell uses human-in-the-loop approval workflows. Nothing deploys without your explicit authorization. It is SOC 2, HIPAA, and GDPR compliant, and works within your existing Salesforce security and permission model.

Getting Started

An AI Agent that Works,
Not Just Talks.

Bring autonomous Salesforce execution to your team. Start automating data, flows, and deployments natively.

Start free trialTalk to Sales

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