The enterprise platform
for Salesforce AI agents.
Scale, security, and total control. Three AI agents that run your Salesforce for less than a junior hire.
TRUSTED BY SALESFORCE TEAMS WORLDWIDE
Built for depth,
not demos.
Salesforce capabilities
Enterprise playbooks
To deployed automation
Orgs connected
Platform Overview
Built to run your entire Salesforce.
Three specialized agents that read your org, reason over your metadata, and execute across admin, development, and analytics. One platform. Full control.
Hello, there
What can I do for you?
Process Intelligence
Reads your org.
Down to the last rule.
Your org isn't generic. It has custom objects, automation chains, and permissions built over years. Clientell maps every layer into a living model.
Every custom object, field, and relationship, indexed and linked.
Process Intelligence
Reads your org.
Down to the last rule.
Your org isn't generic. It has custom objects, automation chains, and permissions built over years. Generic AI can't see it. Clientell maps every layer into a living model.
CASE STUDY
How Pixis’s RevOps Team 10x’d Their Efficiency
Hours Saved Quarterly
Fewer Duplicate Leads
Shorter Sales Cycles
WHAT THE AGENT DID
Eliminated years of accumulated data debt by cleaning and standardizing records at scale.
Automated lead routing rules ensuring prospects reach reps instantly without no-man's-land delays.
Built accurate executive dashboards to replace manual reporting with data-driven confidence.
"Clientell’s AI agent has really simplified things for me and the team. It quickly found and fixed broken integrations while cleaning up our workflows. Our dashboards are accurate, reporting runs smoothly without any issues."
Hari Valiyath
CBO, Pixis.ai
AI-Led Services
Human + Agent
outperforms every alternative.
Enterprise Agentforce implementations have crossed a complexity threshold where human-only teams face structural limits.
The hybrid model wins.
Configuration
How automations, flows, and agent behaviors are created.
Governance
How guardrails, compliance rules, and access controls are enforced.
Context
How knowledge flows between implementations and business units.
Scalability
How capacity changes as orgs, agents, and use cases grow.
Time to Value
How quickly a workflow goes from request to production.
Configuration
How automations, flows, and agent behaviors are created.
Governance
How guardrails, compliance rules, and access controls are enforced.
Context
How knowledge flows between implementations and business units.
Scalability
How capacity changes as orgs, agents, and use cases grow.
Time to Value
How quickly a workflow goes from request to production.
73%
Hallucination reduction
65%
Faster time to production
91%
Cross-agent conflict detection
17×
Average ROI
Vertical Solutions
Agents built for your industry.
Pre-built for regulated industries. Each agent is trained on vertical-specific workflows, compliance requirements, and operational terminology.
Service & Support
Customer-facing service automation and case resolution.
Collections & Recovery
Proactive outreach, payment assistance, and debt management.
Specialized Operations
Industry-specific workflows tuned to vertical requirements.
Retention & Growth
Renewal management, upsell detection, and account health.
Platform & Process
Configuration, licensing, and operational execution agents.
Service & Support
Customer-facing service automation and case resolution.
Collections & Recovery
Proactive outreach, payment assistance, and debt management.
Specialized Operations
Industry-specific workflows tuned to vertical requirements.
Retention & Growth
Renewal management, upsell detection, and account health.
Platform & Process
Configuration, licensing, and operational execution agents.
Service & Support
Customer-facing service automation and case resolution.
Collections & Recovery
Proactive outreach, payment assistance, and debt management.
Specialized Operations
Industry-specific workflows tuned to vertical requirements.
Retention & Growth
Renewal management, upsell detection, and account health.
Platform & Process
Configuration, licensing, and operational execution agents.
Security & Governance
Enterprise-grade security.
Not an afterthought.
Security is not a feature. It's the foundation of every action the agent takes. Your security team's questions. Already answered.
Third-party audited security
SOC 2 Type II certified. HIPAA and GDPR aligned.
- Annual independent security audits
- Healthcare-ready data handling
- EU data protection standards met
Your data never leaves your control
Zero retention. No model training. Encrypted at rest and in transit.
- AI providers retain nothing after processing
- Your data is never used to train models
- AES-256 encryption, end-to-end
Nothing changes without your approval
Every change is reviewed before execution, so you stay in control.
- Human-in-the-loop on all mutations
- Sandbox-first deployment option
- Full rollback on any change
Every action logged. Every change traceable.
Complete audit trail with real-time monitoring and alerting.
- Full conversation and execution history
- Timestamped logs for every operation
- Real-time error monitoring and alerts
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.
Free trial · Unlimited messages · No credit card
|
Customer Stories
Real results from real customers
From pipeline accuracy to hours reclaimed see how teams are using Clientell to ship faster, automate smarter, and get more out of every Salesforce investment.
0%+
pipeline accuracy
0%
Less Documentation Time
“Clientell has helped us to maximize the value of our Salesforce investment. Their integration expertise and ability to customize Salesforce to our unique needs have streamlined our sales process immensely”
Tevia Arnold
SVP Marketing
“Clientell has helped us accelerate the pace of developing any salesforce requests, including complex, custom logic. We have had multiple use cases completed within a short span of time. Their salesforce knowledge and experience helps us make decisions faster and provides more solutions that we can think of. If you have salesforce, their team is a great addition for your GTM stack!”
Neel Pattani
Director, RevOps
0+
Hours reclaimed quarterly
0%
fewer duplicate leads
The questions
your security
team is asking.
Clientell is SOC 2, HIPAA, and GDPR compliant. The agent reads your Salesforce org's metadata to understand your specific configuration but does not store, replicate, or move your Salesforce data outside your environment. All changes go through human-in-the-loop approval workflows before anything is deployed to production. Nothing executes without explicit user authorization. Enterprise customers also get dedicated environment isolation and full audit logging of every action the agent takes.
Enterprise Scale,
Startup Speed.
Deploy dedicated Salesforce AI agents with SOC 2 compliance and role-based access control. Secure, fast, autonomous.
Unlimited messages · No credit card required