What does Clientell AI do?

Clientell AI, an AI agent that automates Salesforce tasks like building flows, generating reports, cleaning data, and providing insights through simple text prompts.

Who is Clientell AI best for?

Clientell AI is best for Salesforce admins, RevOps professionals, sales operations specialists, business analysts, customer success managers, and operations managers.

Do I need to install anything to use Clientell AI?

No, you connect Clientell AI to Salesforce with one-click integration and no setup requirements; it works through Slack and other tools without installation.

Is Clientell AI free to use?

No, Clientell AI has paid plans starting at $150 per month.

Does Clientell AI offer a free trial or demo?

Yes, Clientell AI offers both a 14-day free trial that requires no credit card and the option to book a 15-minute live demo.

Does Clientell AI have a plan for teams or businesses?

Yes, Clientell AI offers a Standard Subscription plan for up to 25 Salesforce users and AI Led Services for teams.

Does Clientell AI offer an API or integrations?

Yes, Clientell AI offers one-click integration with Salesforce and Slack.

How do I contact Clientell AI support?

Contact Clientell AI support through kirti@getclientell.com or via Slack for premium support.

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Clientell AI

Marketing & Growth+1Sales & Outreach

An AI-powered Salesforce agent for RevOps teams and admins to clean CRM data, build flows, generate reports, and answer Salesforce questions via chat and Slack.

Available Via:WebChat Based

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Clientell AI is a chat-based AI agent for Salesforce that helps RevOps teams and Salesforce admins manage and optimize Salesforce instances using conversational prompts.

Key capabilities include:

Data management automation to clean, deduplicate, enrich, merge duplicates, and run bulk record updates in Salesforce.
Flows creation via prompts to build and deploy Salesforce automation workflows from simple commands.
Reporting and dashboards that generate reports and visual dashboards based on natural language requests.
Plain-language Salesforce Q&A (Salesforce Sherpa) for insights and guidance, plus Slack integration to deliver CRM updates and collaborate.

Pricing: Paid. Starting at $99/month (also listed as a $1200/month standard subscription for up to 25 users; other tiers and AI-led services pricing not provided).

What makes it notable is its hybrid AI plus human specialist model, combining self-serve agents with access to Salesforce experts (including premium support via Slack), plus one-click integration to connect securely to Salesforce without requiring deep technical expertise.

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Clientell AI

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Frequently Asked Questions About Clientell AI

What does Clientell AI do?

Who is Clientell AI best for?

Do I need to install anything to use Clientell AI?

Is Clientell AI free to use?

Does Clientell AI offer a free trial or demo?

Does Clientell AI have a plan for teams or businesses?

Does Clientell AI offer an API or integrations?

How do I contact Clientell AI support?

Do more with Clientell AI

Alternatives to Clientell AI

Clientell AI Reviews