What results do Clientell customers get in Salesforce?

Clientell customers report measured Salesforce outcomes: Pixis saved 1,800 hours per quarter and shortened sales cycles by 22%; PKG Group eliminated 800+ hours of admin work with zero headcount added; Appsmith saved 400+ hours per quarter and shortened sales cycles by 23%; and Salesforce consultant Robert Smith reduced flow investigation time by 75%. Pixis — Saved quarterly: 1,800 hrs. Pixis — Fewer duplicate leads: 45%. Pixis — Shorter sales cycles: 22%. PKG Group — Hours of Admin Work Eliminated: 800+. PKG Group — Headcount Added While Scaling: 0. PKG Group — Document Visibility: 100%. Appsmith — Hours Saved Quarterly: 400+. Appsmith — Reduction in Sales Cycle Time: 23%. Appsmith — Increase in Win Rate: 12%. Robert Smith — Faster Flow Investigation: 75%. Robert Smith — Less Documentation Time: 90%. Robert Smith — Developer Wait Eliminated: 5 days → mins.

Certified Salesforce Partner

AI Admin for Salesforce

Just describe your task to Clientell AI, and watch it build and deploy inside your organization.

Clientell Salesforce Agent

Processing…

1/5

Start free trial Get a demo

Unlimited messages · No credit card required

4.7Trusted by 2000+ companies

SOC 2

HIPAA

ISO 27001

GDPR

Trusted by Salesforce teams worldwide

Your AI doesn't know how your business actually works.

Clientell maps your Salesforce org and the systems around it into one Context Graph, with permissions and an audit trail built in. Every agent and AI client reads from it instead of guessing.

CRM

Data & warehouses

Email & calendar

Files & knowledge

Dev & tickets

Custom APIs

Connectors + APIs

Enterprise stackAll connectors

Salesforce
Gmail
Outlook
Google Calendar
Google Drive
Dropbox
SharePoint
GitHub
Jira
Microsoft Teams
Slack
Custom APIs

Context intake

Context GraphClientell AIMemoryPermissionsReplay

Clientell MCP

Your preferred AIMCP details

Anthropic

OpenAI

Gemini

Any MCP client

Governed agent runtimeBuild · test · approve · deploy

Use the same operating layer four ways

AI AgentUse Clientell directly Salesforce MCPUse your preferred AI client Custom AgentsBuild around your workflow Managed ServicesLet Clientell run the work

CRM

Data & warehouses

Email & calendar

Files & knowledge

Dev & tickets

Custom APIs

Connectors + APIs

Enterprise stackAll connectors

Salesforce
Gmail
Outlook
Google Calendar
Google Drive
Dropbox
SharePoint
GitHub
Jira
Microsoft Teams
Slack
Custom APIs

Context GraphClientell AIMemoryPermissionsReplay

Clientell MCP

Your preferred AIMCP details

Anthropic

OpenAI

Gemini

Any MCP client

Governed agent runtimeBuild · test · approve · deploy

Use the same operating layer four ways

AI AgentUse Clientell directly Salesforce MCPUse your preferred AI client Custom AgentsBuild around your workflow Managed ServicesLet Clientell run the work

One context layer. Scoped access. Full lineage from source to approved action.

Explore the Context Graph

How it works

From zero to deployed in minutes.

Connect your Salesforce

Describe what you need in plain English

Review & deploy with full audit logs

Connect your Salesforce

Describe what you need in plain English

Review & deploy with full audit logs

Create a flow that tags opportunities 'At Risk' if close date is near and probability low.

How it works

From zero to deployed in minutes.

Connect your Salesforce. Describe what you need. Watch it deploy with full audit logs.

Create a flow that tags opportunities 'At Risk' if close date is near and probability low.

231

Salesforce capabilities

5000+

Flows built

2M+

Records cleaned

2000+

Orgs documented

Ways to use Clientell

03 paths

One Salesforce outcome. Three ways to get it done.

Start with the Salesforce work: a Flow, Apex, a data cleanup, permissions, reports, a deployment, or an ongoing backlog. Every path below runs on the same Clientell context and the same approval step. What changes is who operates it and where they work.

Trusted by 2000+ Salesforce teams ·
231+ Salesforce capabilities covered

The same context underneath all three

Every path is powered by the Clientell Context Graph, indexing live Salesforce metadata, permissions, and dependencies. In a controlled benchmark of 110 enterprise org questions graded by Claude Opus, adding Context Graph access doubled model accuracy.

View the benchmark method

Without the graph

44.2%

With the Context Graph

86.5%

Context Graph benchmark: 110 questions, 3 repeats, graded by Claude Opus. A controlled result, not a live customer average.

Salesforce work, described once and shipped.

Start with the request already in your backlog. Clientell reads the live org, prepares the work, and keeps the final decision with your team.

Salesforce request

01 / 10

“Build a Screen Flow that searches an Account, picks a Contact, and creates the Case with the right required fields.”

Context checked: Objects · fields · picklist values · required fields.

Checks every object, field, and picklist value exists first
Builds the screens, then waits
Nothing deploys without your approval

Build Salesforce Flows

Screen recording in a live Salesforce org.

Watch on YouTube

Explore every Salesforce use case

Custom AI agents

Custom AI agents on the same Salesforce engine

Beyond the admin agent, Clientell designs agents for RevOps and GTM, voice and SDR outreach, data hygiene, CPQ, and deal desk. Each one runs on the engine that already works inside live Salesforce orgs.

10 agent types · 2 families

What every one of them inherits

Same org context

Every agent reads the same Context Graph: your objects, automations, dependencies, and prior work.

Same approval gate

Nothing reaches production without your sign-off. Changes are tested in a sandbox first.

Same audit trail

Every action is logged and attributable, and any change can be rolled back in one click.

Inside Salesforce

Agents that act directly on your org, through the same APIs an admin uses.

The agent that powers Clientell. Describe the change in plain English and it builds it inside your org, tests in a sandbox, and deploys on your approval. No IDE, no prompt engineering.

Plan, build, diagnose, and activate Flows, including repairing broken Flow JSON
Generate Apex, triggers, and LWC, run the tests, and deploy across orgs
Create fields, objects, validation rules, list views, and page layouts
Set field-level security, assign permission sets, and clone profiles

Typical ask

“Build a Flow that creates a renewal task 90 days before contract end”

See the Salesforce AI agent

RevOps outcomes on the same engine: routing Flows, account de-duplication, the field automation your forecast depends on, and the reports that track it. Built around your rules, not a template.

Build lead-routing and assignment Flows: round-robin, territory, or your own rules
De-duplicate and merge Accounts, Contacts, and Leads in bulk
Automate the stage, close-date, and forecast fields the pipeline runs on
Build the pipeline, forecast, and hygiene reports leadership reviews

Typical ask

“Route new inbound leads round-robin across the AE team by region”

See the RevOps agent

Keeps the records AI and reporting depend on clean. It creates native duplicate and matching rules, merges duplicates in bulk, and fills or normalizes the fields that decide whether your automation fires correctly.

Create native Salesforce duplicate and matching rules, to block or to allow
Merge duplicate Accounts, Contacts, Leads, and Cases in bulk, then verify
Fill missing fields and enrich records with AI across thousands of rows
Run a data-quality and duplicates audit across the org

Typical ask

“Fill the missing Industry field from each account's website”

A scoped build for pipeline accuracy. It reads real signals from connected email and calendar, updates opportunity stages and fields, and flags at-risk deals on the report your team already reviews.

Update opportunity stage and fields from real call and email activity
Flag deals with no recent activity or a slipping close date
Keep forecast-driving fields current so the roll-up is trustworthy
Surface the flags inside the forecast report and dashboard

Typical ask

“Flag any commit deal whose close date has slipped twice”

A scoped build for quote-to-cash. It reads an inbound spec or RFQ, configures the right products and pricing in your model, and drafts the quote for a rep to review. Built around your catalog and your rules.

Read inbound specs, RFQs, or emails and extract the requirement
Configure products, options, and pricing against your catalog
Draft the quote and write it back to Salesforce for review
Apply your discounting and approval rules before a human signs off

Typical ask

“Turn this RFQ email into a configured quote in Salesforce”

Across your revenue stack

Agents that reach the tools around Salesforce and bring the work back into it.

A scoped build for the operations work that falls between marketing, sales, and RevOps. It moves records and context across the tools you already use, then brings the result back into Salesforce.

Automate marketing-to-sales handoffs and lead-to-account matching
Pull context from connected tools like Gmail, Drive, and Jira
Route records and tasks to the right owner on your rules
Write the outcome back into Salesforce as the source of truth

Typical ask

“When a lead books a demo, create the opportunity and notify the AE”

See GTM agents

A scoped build for outbound and follow-up by voice. It places calls, qualifies on your criteria, and writes every outcome straight back to Salesforce, so nothing lives outside the CRM.

Place outbound calls and qualify on your criteria
Handle follow-up and reminder calls at the right time
Log the call, outcome, and next step on the record automatically
Hand off qualified conversations to a rep with full context

Typical ask

“Call every new inbound lead within five minutes and qualify”

See voice agents

A shipped agent for Salesforce Marketing Cloud, backed by real code. It builds journeys, manages data extensions and content, and handles subscribers across business units over the REST and SOAP APIs. It confirms before it sends or deletes.

Plan and create journeys, then publish, pause, or stop them
Create and query data extensions and their rows
Build content, emails, and assets
Manage subscribers and lists across multiple business units

Typical ask

“Build a three-step welcome journey for new trial signups”

See the Marketing Cloud agent

A scoped build to take deal-desk load off your team. It runs approvals, drafts redlines, and answers RFP or security questionnaires from your approved sources, with a human on the final call.

Route and track quote and contract approvals
Draft redlines against your standard terms
Answer RFP and security questionnaires from your approved content
Keep the record, status, and audit trail in Salesforce

Typical ask

“Draft redlines on this MSA against our standard terms”

When no off-the-shelf tool fits, we design an agent around your workflow and wire it into Salesforce and the systems it touches. The build uses the same engine, so it ships real work rather than advice.

Map the workflow, the systems, and the guardrails first
Build the agent on the engine that already runs in live orgs
Connect the tools the workflow needs, read-only or read-write
Deploy inside your org with approvals you control

Typical ask

“Automate this multi-step process our admin cannot code”

See all ten agents in detailWhat each one does, the systems it touches, and how a custom build gets scoped around your org.Custom AI agents

Custom builds are scoped to your workflow, your connected systems, and your permission model. The list above is what Clientell builds today, not a fixed catalogue.

See the Context Graph underneath

Clientell vs the alternatives

Four ways to get Salesforce work done. Clientell brings live org context, governed execution, and an expert team into one operating layer.

Clientell

Org context

01 / 05

Live Context Layer

Understands your org

Clientell reads the live org before it answers.

Metadata, dependencies, policies, and work history

Swipe or use arrow keys to compare

Clientell compared with Salesforce Agentforce, ChatGPT or Claude, and a traditional Salesforce consultant across five enterprise buying criteria.
Best fit Clientell Agent + context + experts	Agentforce Agent-building platform	ChatGPT / Claude General AI + connected tools	Consultant Human services
Built in. Live Context Layer Metadata, dependencies, policies, and work history	Setup needed. Configured grounding Salesforce data and actions depend on setup	Not built in. Prompt and connected tools No persistent org map by default	Human-led. Human discovery Context comes from interviews and analysis
Built in. Typed dependency paths Field → object → Flow → dashboard	Setup needed. Implementation-defined Coverage depends on actions, data, and architecture	Not built in. Rebuilt for each task Relevant text is not a dependency path	Human-led. Expert investigation Repeated by the specialist on the project
Built in. Builds, tests, and deploys Flows, Apex, data, permissions, and reports	Supported. Runs configured actions Action design and implementation come first	Human-led. Drafts; your toolchain ships Your team validates and deploys	Human-led. Delivers through a project Work enters a human delivery queue
Built in. Approval, replay, rollback Every change is reviewable and recoverable	Setup needed. Salesforce-native controls Exact governance depends on configuration	Not built in. Manual gates and records Chat history is not a deployment ledger	Human-led. Human review and documents Rigor varies by engagement
Minutes · from $99/month Add managed services when you need a team	Implementation · license + usage Commercial model varies by edition and setup	Fast answer · seat + API Execution remains your responsibility	Days to weeks · hourly/project Cost follows delivery time

Benchmark medians include failed calls and retries. Results vary by environment. Competitor capabilities and pricing vary by configuration and contract.

Or have us run it

The agent is the product. Our services are the proof.

Don't want to run Salesforce yourself? Our certified team delivers with the same AI that powers the agent. Fixed monthly pricing, faster delivery, no billable-hours games.

Admin as a Service

Ongoing Salesforce operations, handled. Fixed monthly price, no tickets left behind.

Fixed monthly operations · Dedicated specialists · Predictable delivery

Learn more

Managed Services

A human + AI team running your org end to end, at a fraction of traditional cost.

Execution ownership · Governance at every stage · Clear outcome milestones

Learn more

Implementation

AI-accelerated implementation and Agentforce rollout, scoped to a fixed quote.

AI-assisted rollout · Implementation planning · Faster onboarding

Learn more

Explore all services

What the community is saying on LinkedIn

Trusted by Salesforce Professionals

Real admins. Real orgs. Unscripted posts.

Clientell execution inside SalesforceView on LinkedIn

Julian Joseph

Salesforce Consultant & Leader

May 2025

Clientell AI didn't tell me what to do in Salesforce. It did it for me. It built the Flow. It created the test data. It let me validate everything right inside my org. My role was still the same: inspect, test edge cases, and make sure the logic matched what I needed. But the heavy lifting - actually creating and wiring everything up - was handled by the AI. That is the difference. Clientell AI is not instructions. It is execution inside Salesforce.

142Unscripted post

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.

Clientell Agent

Salesforce execution

01 / 04

Processing…

Review before deployment

Start free trial Get a demo

Free trial · Unlimited messages · No credit card

The Salesforce Audit Suite

Nine ways to find what's broken in your Salesforce org.

Most orgs accumulate years of permission drift, automation overlap, and license waste before anyone runs a diagnostic. Pick the audit that matches your biggest gap. Results in 24 hours.

Run a free health check

01 / 09

Not sure where to start? The full Salesforce health check covers all nine in one diagnostic.

Aggregate audit impact

Orgs scanned (2024-2026): 2,000+
License waste eliminated: $2.3M
Compliance controls mapped: 144
Setup changes tracked daily: 20,692

Continuous Salesforce audit surface

Permissions
Flows
Licenses
Compliance

Customer stories

The hours they stopped losing.

Pixis's RevOps team saved 1,800 hours a quarter and cut sales cycle time 22%, with no new hires. The org had years of manual data entry behind it, campaign attribution nobody trusted, and duplicate records on top. We cleaned the data, rebuilt lead routing, wired up HubSpot and ZoomInfo, and put real dashboards in front of the exec team. Duplicate leads fell 45%. It took weeks, not quarters.

See how Pixis did it

Customer stories

The hours they stopped losing.

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.

Frequently asked questions

Common questions about Clientell

Quick answers to what most Salesforce teams want to know first.

11 questions · 3 topics

The basics

What it is, how it runs, and what it costs.

Clientell is an AI admin agent for Salesforce. You describe what you want in plain English (build a flow, clean a dataset, write Apex, document your org, manage permissions) and the agent interprets, generates the Salesforce configuration, and deploys it to your org with human approval.

You describe a task in plain English through Slack, email, or the Clientell platform. The AI agent interprets the request, generates the required Salesforce configuration (flows, validation rules, fields, Apex, permission sets, reports), validates it against best practices, and deploys it after human-in-the-loop approval. Every change has a complete audit trail and one-click rollback.

No. The whole point of Clientell is that you describe what you need in plain English and the AI handles the configuration, including generating Apex when it's required. Admins, RevOps teams, and IT leads use it without writing code. When Apex is the right tool for the job, Clientell writes it for you and shows you the diff before deploying.

Clientell's AI agent starts at $99/month with a 14-day free trial and no credit card required. For teams that want both the AI agent and an expert human team handling ongoing Salesforce admin work, Clientell's managed services start at $3,500/month, roughly 80% less than traditional Salesforce consultants. Full pricing details are on the pricing page.

Safety and control

How changes get reviewed, tested, and reversed.

Yes. Clientell uses human-in-the-loop approval on every action. Nothing deploys without explicit sign-off. Changes can be tested in sandbox first, every deployment has a full audit trail, and you can roll back any change with one click. Clientell is SOC 2, HIPAA, and GDPR compliant and works within your existing Salesforce security and permission model.

Yes. Clientell offers a free Salesforce AI readiness audit that scans your org and flags what's blocking safe AI-driven changes, independent of which AI agent you end up using. It's a good first step before turning any agent loose on flows, permissions, or data.

Run a free AI readiness audit

Deployments happen inside the same chat where you describe the work, not a separate dashboard. Clientell bundles the change with your org's dependencies in mind, runs a pre-flight risk check, tests the diff in sandbox, and gives you one-click rollback if anything needs to be undone after it ships.

See how deployments work

Platform and ecosystem

Where Clientell sits next to Agentforce and your other AI tools.

Clientell and Agentforce solve different problems. Agentforce is Salesforce's enterprise AI platform for building customer-facing chatbots and sales assistants; it requires Data Cloud, enterprise licensing, and significant implementation investment. Clientell is an AI admin agent for the people who manage Salesforce internally: admins, RevOps teams, and IT leads. It handles flows, data cleaning, permissions, and org documentation starting at $99/month with no implementation required.

Yes. Clientell runs a hosted MCP server, so any MCP-compatible client can read a structural map of your Salesforce org instead of working from whatever you paste into a prompt. It indexes metadata and relationships, and reads live records through your own authenticated Salesforce CLI session, so record contents are never copied out of your org. The MCP server is in early access today, which means access comes from the team rather than a self-serve signup.

Clientell MCP server

Yes. Alongside the admin agent, Clientell designs and builds custom agents around your CRM and the rest of your revenue stack: RevOps and GTM agents, voice and SDR agents, data hygiene, CPQ, and deal-desk agents, plus one-off workflow agents when nothing off the shelf fits. They run on the same engine as the admin agent, so they do real work inside your systems and deploy with your approval.

Custom AI agents

Clientell's Context Graph is a governed map of your Salesforce org and the rest of your enterprise stack: CRM, data, email, files, tickets, and custom APIs. It resolves a specific path to what a task needs instead of flooding a model with your whole business, and every relationship is typed, versioned, and labeled by confidence. The AI agent, custom agents, and MCP all read from the same graph, so context is built once and reused, not rebuilt for every task.

Explore the Context Graph

Still have a question?Ask the team that works inside Salesforce orgs every day.Talk to a human

Getting Started

Your Salesforce,
on autopilot.

Join 2000+ Salesforce teams already using Clientell to ship changes without the wait.

Start free trial Talk to Sales

Unlimited messages · No credit card required

SOC 2

HIPAA

GDPR

Salesforce Partner

AI Admin for Salesforce

Your AI doesn't know how your business actually works.

From zero to deployed in minutes.

BUILD FLOWS

CLEAN DATA

DOCUMENT YOUR ORG

MANAGE USERS & PERMISSIONS

From zero to deployed in minutes.

One Salesforce outcome. Three ways to get it done.

Salesforce AI Agent

Salesforce MCP

Salesforce Managed Services

Salesforce work, described once and shipped.

Custom AI agents on the same Salesforce engine

What every one of them inherits

Inside Salesforce

01Salesforce admin agentsLive in productFlows, data cleanup, permissions, Apex, and org docs from plain English.

02RevOps agentsLive in productLead routing, account dedupe, renewal flows, and the fields your forecast runs on.

03Data hygiene agentsLive in productContinuously dedupe, enrich, and normalize the records AI and reporting depend on.

04Pipeline and forecast agentsCustom buildUpdate stages from real call and email signals, and flag at-risk deals early.

05CPQ and quote agentsCustom buildRead an inbound spec, configure the product, and draft the quote for review.

Across your revenue stack

06GTM agentsCustom buildThe operations work that falls between marketing, sales, and RevOps.

07AI SDR and voice agentsCustom buildOutbound calls, qualification, and follow-up that write straight back to Salesforce.

08Marketing Cloud agentsLive in productJourneys, data extensions, and content built inside Salesforce Marketing Cloud.

09Deal-desk and contract agentsCustom buildApprovals, redlines, and RFP or security questionnaires, off your team's plate.

10Custom workflow agentsCustom buildA workflow no off-the-shelf tool fits? We design an agent around it and wire it in.

Clientell vs the alternatives

Understands your org

The agent is the product. Our services are the proof.

Admin as a Service

Managed Services

Implementation

What the community is saying on LinkedIn

Stop configuring.Start building.

Nine ways to find what's broken in your Salesforce org.

Permissions Audit

Flow Audit

Technical Debt Audit

Data Quality Audit

Change Intelligence

License Audit

Compliance Audit

Agentforce Readiness

Change Sets Alternative

Aggregate audit impact

The hours they stopped losing.

The hours they stopped losing.

Clientell customer stories, in full

Safe and secure

Common questions about Clientell

01What is Clientell?

02How does Clientell's AI agent work?

03Does Clientell require Apex or any coding?

04What does Clientell cost?

05Is Clientell safe to use in production Salesforce orgs?

06Does Clientell audit my Salesforce org before making changes?Deep dive

07How does Clientell handle Salesforce deployments?Deep dive

08How is Clientell different from Salesforce Agentforce?

09Can I use Clientell's context through Claude, ChatGPT, or another AI tool?Deep dive

10Does Clientell build custom AI agents beyond Salesforce admin work?Deep dive

11What is Clientell's Context Graph?Deep dive

Your Salesforce,on autopilot.

Stop configuring.
Start building.

Your Salesforce,
on autopilot.