For IT Teams

AI that respects your guardrails. Not another shadow IT problem.

Security concernsCompliance gapsRogue automationsGoverned by ClientellFull audit trails

Your Salesforce admins need AI. You need control. Clientell gives them speed without sacrificing your security posture, compliance requirements, or change management process.

SOC2 Type II certifiedSandbox-first deploymentComplete audit trails
secure_gateway - zsh
Deployment Pipeline
Sandbox
Scanning
Audit Log
Production

Trusted by teams at

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Why IT teams trust us

Finally, AI your security team will approve.

Clientell was built for enterprise. SOC2 certified, HIPAA compliant, with the controls IT needs to say yes.

SOC2 Type II

SOC2 Type II certified

Annual audits, penetration testing, and security reviews. We take compliance as seriously as you do.

Zero prompt engineering required
Sandbox
Production

Sandbox support

Every change can be validated in sandbox before anything touches production.

Full Audit Trail

Complete audit trails

Every action logged. Every change tracked. Every deployment documented. Full visibility for compliance.

Minimum permissions

Read-only by default. We request only the permissions needed, when needed. Revoke access anytime.

From blocker to enabler.

You're not trying to slow things down. You're trying to keep the org secure.

Without Clientell
With Clientell

Admins using ChatGPT

They're copy-pasting code from who knows where

Sanctioned AI with guardrails

Enterprise-grade, SOC2 certified, IT-approved

No visibility into changes

What got deployed last week?

Full change management

Every change logged, reviewed, and approved

Shadow automations everywhere

Who built this flow?

Complete audit trails

Who did what, when, and why, always documented

Compliance audit nightmares

We need documentation for everything

Compliance-ready reports

One-click documentation for auditors

From IT teams like you

Don't take our word for it.

★★★★★

ClientellAI'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 Valiyath

CBO, Pixis.ai

★★★★★

As an Admin with 10 years experience, I was skeptical of AI performing system configuration tasks accurately. However, when I put Clientell AI through some paces I had to rethink what was possible. I can still recall my disbelief when I checked my salesforce org and there were 10 new fields in a fraction of the time to configure one-by-one. Even if I don't deploy to production with AI, there are hundreds of hours to be saved by myself and thousands by a team each year with repetitive tasks.

Justin Dux

Justin Dux

Sr Salesforce Administrator, Minnesota IT Services

100%

changes logged and auditable

0

production deploys without approval

SOC2

Type II certified

HIPAA

compliant

Frequently asked questions

Built for enterprise IT.

We've been through security reviews at Fortune 500s. Here's what they ask.

Questions? Talk to security team

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.

Agentforce requires a Data Cloud purchase, costs $125 to $550 per user per month, and typically needs $50,000 to $150,000 in implementation services before it delivers value. Clientell works today with no Data Cloud dependency. It connects directly to your existing Salesforce org and starts delivering value within days, not months. For a 10-user team, Agentforce can exceed $66,000/year before implementation costs. Clientell covers 10 users and up to 5 orgs for roughly $12,000/year with all three agents (Analysis, Admin, and Developer) included.

Nothing goes live without your team's approval. Clientell uses a human-in-the-loop workflow where the agent builds configurations, flows, or data operations and presents them for review. Your team approves, modifies, or rejects before anything touches production. You can also test in sandbox environments first and promote changes only when validated. The agent cannot bypass Salesforce's native security or permission model. It works within your existing access controls.

Yes. The enterprise plan supports up to 5 connected Salesforce orgs out of the box, covering production environments, sandboxes, and developer orgs. Additional orgs can be added as your footprint grows. This is particularly valuable for teams managing complex multi-org architectures or those who need to test configurations in sandbox before deploying to production. The agent understands the distinction and operates accordingly within each environment.

For a team of 5 Salesforce admins, the agent typically saves around 90 hours per week across analysis, admin operations, and development tasks. At a fully-loaded enterprise admin cost of roughly $75/hour, that translates to approximately $337,500 in annual value against a roughly $12,000/year investment. That's close to a 28x ROI. The savings come from automating repetitive configuration work, accelerating flow building, eliminating manual documentation, and clearing support ticket backlogs that typically consume 40+ hours of grunt work monthly.

No, and that's by design. Clientell is built to augment your existing team, not replace it. The agent handles repetitive, time-consuming tasks like building flows from plain English, cleaning data, generating org documentation, and managing user permissions. This frees your admins and developers to focus on strategic work: architecture decisions, stakeholder consulting, and complex customizations that require human judgment. Teams using the agent don't shrink. They get more done with the same headcount, which is exactly what "do more with less" mandates actually require.

Most enterprise teams are up and running within days, not months. There's no complex implementation project. The agent connects to your Salesforce org, reads your metadata to understand your specific configuration, and is immediately ready to work. Unlike traditional AI deployments that require months of customization, Clientell is org-aware from day one. It understands your objects, fields, flows, and permissions without manual setup. Enterprise onboarding includes dedicated support to ensure your team reaches value quickly, with most users experiencing their first productive outcome within their first session.

The enterprise plan includes three purpose-built agents. The Analysis Agent handles revenue intelligence, pipeline health scoring, and data quality analysis. The Admin Agent manages configuration, user permissions, field-level security, and automation building. The Developer Agent builds flows, assists with Apex, and supports deployments. Across all three, the agent can build flows and reports from plain English, find and merge duplicate records, generate org documentation, manage user permissions, run SOQL queries, and handle bulk data operations. All actions respect your org's native security model, and destructive operations always require human approval before execution.

AI your security team will approve.

SOC2 certified. Sandbox-first. Full audit trails. Start a security review today.