Last updated 07-30-2026
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Clientell AI
Clientell AI is a Salesforce automation agent that connects to your org through OAuth and turns plain-English requests into deployed configuration. Describe a flow, report, Apex class, data cleanup, or permission change, and the agent reads your live metadata, builds the change in sandbox, and waits for your approval before anything hits production.
Where ChatGPT hands you code to paste and Salesforce Agentforce targets customer-facing bots with Data Cloud licensing, Clientell focuses on internal admin work inside existing orgs. It supports 231 Salesforce capabilities, bulk updates on 10,000+ records, and DevOps with diff and rollback, without requiring Agentforce or Data Cloud.
Salesforce admins, RevOps teams, IT leaders, and consulting partners use it to clear configuration backlogs. Plans start at $99 per month for one user and one org, with a 14-day trial that unlocks every feature. Managed services from $3,500 per month pair the agent with human experts for teams that want fixed monthly delivery instead of billable hours.
Covers 231 Salesforce capabilities including flows, Apex, reports, permission sets, LWC, and DevOps deployments with diff and rollback.
Launch plan is $99 per month for 1 user and 1 org; Grow is $499 per month for 3 users and 5 orgs with a 3x larger context window.
Bulk operations handle 10,000+ records, and the platform integrates with Jira, Slack, and 100+ other connectors.
Every deployment uses human-in-the-loop approval, full audit logs, sandbox-first testing, and one-click rollback before production changes ship.
14-day free trial unlocks every feature with unlimited messages and no credit card required.
SOC 2 Type II, HIPAA, and GDPR compliance with OAuth 2.0 connections and a zero data storage policy on Salesforce records.
Deploys working Salesforce configuration inside your org instead of handing you code to paste and debug manually.
No Data Cloud or Agentforce license required to start building flows, cleaning data, and shipping admin changes.
Human-in-the-loop approval, sandbox-first deploys, audit trails, and one-click rollback on every change.
Optional managed services from $3,500 per month replace billable-hour consulting with fixed monthly delivery.
14-day free trial unlocks every feature with unlimited messages and no credit card.
Salesforce-only: HubSpot, Pipedrive, and Microsoft Dynamics are not supported.
Launch plan limits conversations and caps org audits at 3 per week on a single production org.
Grow and Enterprise tiers are needed for multi-org teams, unlimited conversations, SSO/SAML, and custom agent builds.
What is Clientell AI?
Clientell AI is an autonomous Salesforce admin agent. You describe tasks in plain English through the Clientell app, Slack, or email, and the agent builds flows, cleans data, writes Apex, and manages permissions inside your org after you approve each plan.
How much does Clientell AI cost?
Clientell AI's Launch plan is $99 per month for one user and one org. The Grow plan is $499 per month for three users and five orgs. A 14-day free trial unlocks every feature with no credit card, and managed services start at $3,500 per month.
Does Clientell AI require Apex coding skills?
No. Clientell AI is built for admins and RevOps staff who describe work in plain English. When Apex is needed, Clientell AI generates triggers, batch jobs, and test classes, shows you the diff, and deploys to sandbox first.
Is Clientell AI safe for production Salesforce orgs?
Yes. Clientell AI uses human-in-the-loop approval on every action, tests in sandbox before production, logs every deployment, and supports one-click rollback. It is SOC 2 Type II, HIPAA, and GDPR compliant.
How is Clientell AI different from Salesforce Agentforce?
Salesforce Agentforce targets customer-facing chatbots and sales assistants with Data Cloud and enterprise licensing. Clientell AI focuses on internal admin work like flows, data cleanup, permissions, and org documentation, starting at $99 per month without Data Cloud.
What Salesforce tasks can Clientell AI automate?
Clientell AI automates flow building, duplicate data cleanup, report and dashboard creation, permission and field-level security updates, Apex generation, org documentation, and DevOps deployments across 231 Salesforce capabilities.
Does Clientell AI work with HubSpot or other CRMs?
No. Clientell AI is purpose-built for Salesforce only and connects through OAuth to your Salesforce org. It does not support HubSpot, Pipedrive, Microsoft Dynamics, or other CRM platforms.