Clientell
Description
🖼️ Tool Name
Clientell
🔖 Tool Category
AI-powered Salesforce automation & CRM optimization platform;
it falls under the category of sales automation, CRM intelligence, and business process automation.
✏️ What does this tool offer?
Clientell integrates with Salesforce to provide AI-driven workflows, data hygiene, reporting, and automation for sales and revenue operations.
Key features include:
AI agents that automate Salesforce flows, data cleanup, and reporting.
Real-time insight and dashboard generation from Salesforce data without building complex reports manually.
Data quality maintenance: deduplication, enrichment, error detection in CRM records.
Workflow automation for RevOps, sales cycle acceleration, reporting and forecasting.
⭐ What does the tool actually deliver based on user experience?
• Users report major reductions in Salesforce admin workload and faster deployment of flows.
• Better forecasting and pipeline visibility because data becomes cleaner and automation is in place.
• Rapid improvements in sales operations efficiency for companies using Salesforce at scale.
• Some users note that it is most beneficial when the Salesforce org is already established and data-rich.
🤖 Does it include automation?
Yes — Clientell is built around automation:
• Automated flow building and deployment in Salesforce.
• Auto-data cleanup, enrichment and duplication checks.
• Auto-report and dashboard creation from natural-language queries.
• AI agents that continuously monitor and refine Salesforce operations.
💰 Pricing Model
Subscription-based with custom pricing depending on Salesforce implementation scope and volume of automation.
🆓 Free Plan Details
Free trial / demo available. Some basic features may be accessible for free.
💳 Paid Plan Details
Paid tiers include full AI automation, multi-agent access, enterprise-grade flows, data enrichment, forecasting, dedicated support.
🧭 Access Method
• Web-based platform (via Clientell’s website).
• Connects with Salesforce instance for full access.
• No heavy setup required — claims “Link in a single click”.
🔗 Experience Link