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Every Salesforce Task. One Place

No ticket too small. No org too complex.

Zero data storage policyNo Data Cloud RequiredNo Agentforce NeededSOC2 · HIPAA · GDPRUnlimited Sandboxes

Pricing

Your AI-Powered Salesforce Admin

14-day free trial · No credit card required · Trusted by 2,000+ Salesforce professionals
Standard

Plus

1 org, essential automation

AdminsArchitectsPMsBAsOps TeamsDevelopers

$99/mo

Billed monthly.

Users$99/mo each
0
Try for Free

Model & Performance

  • Response speed: Fast
  • Complexity handling: Standard
  • Context window per task: Standard
  • Request priority: Standard

Usage & Limits

  • Salesforce orgs: 1 org
  • Included users: 1 user
  • Conversations: Limited
  • Conversation history: 90 days

Core Platform

  • SOQL queries and metadata browsing
  • Reports and dashboards
  • Flows: create, update, activate, delete
  • Record operations (200+ records)
  • Custom objects, fields, and validation rules
  • Changelog and documentation export

Advanced Capabilities

  • Bulk operations (10,000+ records)
  • DevOps: deploy, diff, rollback, snapshots
  • Lightning Web Components (LWC)
  • Apex execution and test management
  • Permissions, FLS, and sharing rules
  • Saved workspaces

Integrations

  • Connectors (Jira, Drive, and 100+): Unlimited
  • Custom prompts and knowledge base: Up to 10

Intelligence and Insights

  • Process intelligence
  • Org audit and health assessment

Developer Tools

  • Claude Code and Cursor skills + plugin
  • Clientell intelligence layer

Support

  • Slack and email support
  • Same-day priority support
  • Dedicated support and onboarding

Enterprise

  • Custom model configuration
  • Usage analytics and reporting export
  • Agent customisation and knowledge base
  • SSO, SAML, audit logs, and API access
  • On-premise or VPC deployment
  • Managed services bundle

Additional users available above.

Advanced

Pro

Multi-org, full platform

ConsultantsPower AdminsSI TeamsRevOpsIT LeadsFreelancers
Most Popular

$499/mo

Billed monthly.

Users$166/mo each
0
Try for Free

Model & Performance

  • Response speed: Fast
  • Complexity handling: Advanced
  • Context window per task: 3x larger
  • Request priority: Priority

Usage & Limits

  • Salesforce orgs: Up to 5 orgs
  • Included users: 3 users
  • Conversations: Unlimited
  • Conversation history: Unlimited

Core Platform

  • SOQL queries and metadata browsing
  • Reports and dashboards
  • Flows: create, update, activate, delete
  • Record operations (200+ records)
  • Custom objects, fields, and validation rules
  • Changelog and documentation export

Advanced Capabilities

  • Bulk operations (10,000+ records)
  • DevOps: deploy, diff, rollback, snapshots
  • Lightning Web Components (LWC)
  • Apex execution and test management
  • Permissions, FLS, and sharing rules
  • Saved workspaces

Integrations

  • Connectors (Jira, Drive, and 100+): Unlimited
  • Custom prompts and knowledge base: Unlimited

Intelligence and Insights

  • Process intelligence
  • Org audit and health assessment

Developer Tools

  • Claude Code and Cursor skills + plugin
  • Clientell intelligence layer

Support

  • Slack and email support
  • Same-day priority support
  • Dedicated support and onboarding

Enterprise

  • Custom model configuration
  • Usage analytics and reporting export
  • Agent customisation and knowledge base
  • SSO, SAML, audit logs, and API access
  • On-premise or VPC deployment
  • Managed services bundle

Additional users available above.

Custom

Enterprise

Tailored to your organisation

AgenciesLarge OrgsRegulated IndustriesCROsVPs of ITGlobal Teams

Custom

Large orgs & regulated industries

Talk to Sales

Model & Performance

  • Response speed: Fast + priority
  • Complexity handling: Advanced + custom
  • Context window per task: Unlimited
  • Request priority: Dedicated

Usage & Limits

  • Salesforce orgs: Unlimited
  • Included users: Unlimited
  • Conversations: Unlimited
  • Conversation history: Unlimited

Core Platform

  • SOQL queries and metadata browsing
  • Reports and dashboards
  • Flows: create, update, activate, delete
  • Record operations (200+ records)
  • Custom objects, fields, and validation rules
  • Changelog and documentation export

Advanced Capabilities

  • Bulk operations (10,000+ records)
  • DevOps: deploy, diff, rollback, snapshots
  • Lightning Web Components (LWC)
  • Apex execution and test management
  • Permissions, FLS, and sharing rules
  • Saved workspaces

Integrations

  • Connectors (Jira, Drive, and 100+): Unlimited
  • Custom prompts and knowledge base: Unlimited

Intelligence and Insights

  • Process intelligence
  • Org audit and health assessment

Developer Tools

  • Claude Code and Cursor skills + plugin
  • Clientell intelligence layer

Support

  • Slack and email support
  • Same-day priority support
  • Dedicated support and onboarding

Enterprise

  • Custom model configuration
  • Usage analytics and reporting export
  • Agent customisation and knowledge base
  • SSO, SAML, audit logs, and API access
  • On-premise or VPC deployment
  • Managed services bundle

Not sure which plan is right? Let's figure it out together.

Book a quick call with our founders and get 14 days free on any plan.

Book a Free Consultation30 min · No commitment · Real answers
Managed services

Don't want to do it yourself?

Get access to a team of GTM experts, Salesforce architects, GTM engineers, and AI engineers who can run this for you as a managed service.

Talk to our founders

Trusted by Salesforce Professionals

What the community is saying on LinkedIn

Julian Joseph

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.

142
Pablo Gonzalez

Pablo Gonzalez

Salesforce Expert

Apr 2025 •

I just "vibecoded" a Salesforce flow with AI, and a few days ago I said it wasn't possible. I just tried app.clientell.ai and it's basically a ChatGPT that knows how to talk to your Salesforce org and actually get things done. It comes with a bunch of pre-built templates for things you may want to get done and the UX is awesome. It's the first time I see a "Lovable for Salesforce" type of tool that actually works.

89
Julian Joseph

Julian Joseph

Salesforce Consultant & Leader

May 2025 •

Test data in Salesforce shouldn’t take all day. Created five contacts with fake emails using Clientell AI in seconds. No manual entry. Fast & easy. Check it out yourself: app.clientell.ai

55
Megan James

Megan James

Salesforce Administrator

Apr 2025 •

By 8am Thursday morning I had accomplished what would have previously taken me at least half of a work day. Clientell's Salesforce Agent helped me create 8 fields, manage permissions, page layouts, and a flow to automate the data capture in a new object launched last month. The best part - while queries were processing, I was making breakfast. While results got refined, I was helping 3.5 year old twins get potty trained. When creation was happening in our production environment, I was packing lunch for the 6 year old.

214
Igor Kudryk

Igor Kudryk

Salesforce YouTuber

Apr 2025 •

Full video review of Clientell AI - building Salesforce automations, creating fields, and deploying flows live on camera.

67
Erik Lopez

Erik Lopez

Salesforce Professional

May 2025 •

Alright here we go - I am going to be a shill for a moment. But hear me out, this is genuinely good. Clientell AI makes Salesforce administration feel like having a conversation instead of clicking through setup menus.

104

Real admins. Real orgs. Unscripted posts.

Calculate your ROI

See how much you could save with Clientell

Your inputs

Team Size
3
125
Monthly Tickets
40
5200
Consultant Spend
$5k
$0$30k

Your results

You're currently losing

$19,091/month

That's $229k per year in operational drag

With Clientell

$12,409/month saved

101hrs

saved/month

Day 1

payback

31x

ROI

Recommended plan

Team · $395/mo

Get Started

Based on 12 hrs/week repetitive work, $75/hr rate, $60/ticket cost, 65% automation.

STILL HAVE QUESTIONS? (Book / Contact)

Let's figure this out together

Neil Sarkar
Saahil Dhaka
Talk to a FounderNeil & Saahil · Clientell

Neil and Saahil respond personally. Ask us anything about pricing, product, or how we'd handle your specific Salesforce situation.

Average response time: < 4 hours

Message Neil on LinkedInMessage Saahil on LinkedIn

30 minutes. Real answers.

No SDRs. No deck. You talk to founders who's built this and we'll tell you honestly if Clientell is the right fix or not.

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Frequently asked

Updated · May 5, 2026

Common questions

Quick answers to what most Salesforce teams want to know first. Compliance, billing, trial terms, and how the agent compares to consultants and other tools.

Pricing at a glance

TierBest forStarts at
AI Agent (PLG)Solo admin or RevOps lead$99/month
AI-Led ServicesMid-market team needing ongoing ops$3,500/month
EnterpriseMulti-org, regulated industriesCustom
Agency / PartnerSalesforce consultancies + SI partners$999/mo base

Do I need Data Cloud or Agentforce to use Clientell?

No. Clientell works independently - no Data Cloud, no Agentforce, no additional Salesforce add-ons required. We connect directly to your org via OAuth 2.0 and read your real metadata in real time. No data indexing, no RAG pipelines, no extra infrastructure. Just connect and start working.

Do I need a credit card to start the free trial?

No. Connect your Salesforce org and start using the agent immediately. No credit card, no commitment. If it works, upgrade after 14 days.

Will this replace my admin team?

No. Clientell handles the repetitive configuration work such as flows, data cleaning, permissions, and documentation. Your admins handle the thinking: requirements, strategy, architecture, stakeholder management. The AI makes your team faster, not smaller.

How is this different from ChatGPT?

ChatGPT can write Salesforce code. You still have to copy it, paste it, test it, debug it, and deploy it. Clientell reads your org’s actual metadata, builds directly in your sandbox, and deploys when you approve. No copy-paste. No IDE. No prompt engineering.

How is this different from Agentforce?

Agentforce costs $125–550 per user per month, requires Data Cloud, and needs an implementation partner. For 10 users, you’re looking at $66,000+ per year minimum. Clientell starts at $99/month, works today, and doesn’t require Data Cloud or additional infrastructure.

What does "Fast AI" vs "Advanced AI" mean?

Plus uses optimized models for quick tasks like queries, simple flows, and data lookups. Pro unlocks deeper reasoning models that handle complex multi-step flows, Apex generation, and large-scale operations with higher token limits and priority processing.

What if the AI makes a mistake?

Everything builds in sandbox first. Nothing touches your production org until you review and approve. You’re always in control. The agent also reads your actual metadata, so it’s not guessing from generic templates.

What about data security?

SOC2 Type II certified. HIPAA compliant. GDPR compliant. We read your org metadata for context only; we don’t store your Salesforce data. Connections use OAuth 2.0 encryption. Full security overview at /security.

My budget is frozen.

We hear this a lot. The way we position it: you’re already paying for admin time. Clientell doesn’t add headcount; it multiplies the headcount you have. When the mandate is “do more with less,” that’s exactly what this does. Start with the $99 Plus plan to prove value, then expand.

What Salesforce editions do you support?

Professional, Enterprise, Unlimited, and Developer editions. We work with both Lightning and Classic, though Lightning gets the full experience.

Can you build custom agents for my business?

Yes. On the Enterprise plan, we build custom agents tailored to your specific workflows, processes, and business logic. These agents learn your org’s unique structure and automate tasks specific to your team, going beyond the standard Reporting, Coding, DevOps, Analysis, and Architecture agents.

What about managed services pricing?

Our managed services are scoped to your specific needs: team size, org complexity, integration requirements. Pricing is always fixed monthly, never hourly. Talk to our team for a custom quote.

How does Clientell compare to traditional Salesforce consultants?

Traditional Salesforce consultants charge $100-$250/hour for mid-level work and $200-$400/hour for senior architects. Big 4 firms charge $250-$500+/hour. Clientell's AI-led services start at $3,500/month flat, with AI handling 60-70% of routine config work. Effective hourly cost is roughly $31/hour, about 80% lower than traditional consulting. See the full breakdown on our Salesforce consultant cost guide at /salesforce-consultant-cost.

How many Salesforce admins do I actually need?

Salesforce traditionally recommends 1 admin per 75-100 users. With AI agents handling 60-70% of routine admin work (flows, data cleanup, permissions, documentation), the effective ratio jumps to 1 admin per 300+ users in 2026. Most teams using Clientell consolidate from 2-3 admins to 1 senior admin plus the AI agent. Full ratio breakdown by org size at /how-many-salesforce-admins-do-i-need.

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.

Get Started

Ready to see it work

on your org?

14-day free trial · No credit card · Cancel anytime

Start Free TrialBook a Quick Call
SOC 2
HIPAA
GDPR
Salesforce Partner

“Clientell has helped us accelerate the pace of developing any Salesforce requests, including complex, custom logic.”

Neel Pattani, Director of RevOps, Appsmith

Pricing FAQ

Pricing, frequently asked

Common questions buyers ask before choosing a Clientell plan.

Is there a free trial?

Yes. The Clientell AI Agent comes with a 14-day free trial, no credit card required. You connect your Salesforce sandbox via OAuth, run real admin tasks, and decide before billing starts. Managed-service plans don't include a trial because they're a multi-week onboarding, but we offer a free 30-minute scoping call.

What's the difference between the AI Agent ($99/mo) and Managed Services ($3,500/mo)?

The $99/mo AI Agent is software: you describe a task in plain English, the agent executes it. Best for individual admins or small teams who want to ship faster. The $3,500/mo Managed Service is software plus people: the AI Agent runs the routine work, certified Salesforce experts handle architecture, complex integrations, and the work that needs human judgment. It replaces a $135K/year admin hire.

Are there long-term contracts?

No. The AI Agent is billed monthly with no commitment. Managed Services use a month-to-month subscription with a 30-day cancellation notice; no annual lock-in. Enterprise plans (custom pricing) sometimes include a 12-month commitment in exchange for volume discounts and SLA upgrades.

Do you offer a discount for annual billing?

Yes, around 15% off the monthly rate when paid annually. The discount applies to AI Agent and Managed Services tiers. Enterprise pricing is custom and depends on org count, user count, and required SLAs.

What's included at the $3,500/mo Managed Services tier?

Unlimited admin requests handled by the AI Agent + a certified Salesforce expert team, 4-hour response SLA on Slack, monthly health audits, integration monitoring, sandbox-first deployment with one-click rollback, quarterly business reviews, and proactive optimization recommendations. SOC 2, HIPAA, and GDPR compliance included.

Can I switch from AI Agent to Managed Services later?

Yes. Upgrades are pro-rated and take effect immediately. Most teams start on the AI Agent, hit a complexity ceiling around 100+ active users or specialized integration needs, and graduate to Managed Services. Your usage history and configurations carry over.

Is Clientell more expensive than hiring a Salesforce admin?

A mid-level Salesforce admin in the US costs roughly $135,000/year fully loaded (salary + benefits + tools + management overhead). Managed Services at $3,500/mo is $42,000/year for the entire org, which is about 70% less. The break-even is around year one for any team that would otherwise have a single dedicated admin.

What payment methods do you accept?

Credit card (Stripe) for AI Agent plans. ACH, wire transfer, and invoice billing for Managed Services and Enterprise plans. Annual prepayment unlocks the 15% discount. We don't yet accept crypto.

Do prices include implementation?

Yes. The AI Agent self-installs in under a day via OAuth. Managed Services include onboarding, sandbox setup, and the first month of configuration work in the monthly fee. There are no separate implementation invoices unless you choose a custom Enterprise engagement.

What happens if I exceed usage limits?

There are no per-task or per-record limits on either tier. The AI Agent has rate-limiting on extreme bulk operations (10,000+ records in a single prompt), but normal admin work, including monthly bulk updates, is unmetered. Managed Services have no usage caps.

Book a free Salesforce demo