Clientell
FreemiumAI agent for Salesforce that builds flows, cleans data, documents orgs, and manages permissions from plain-English descriptions.
Informations sur l’outil
Qu'est-ce que Clientell ?
Clientell is an AI agent for Salesforce that helps admins, RevOps, and IT teams automate CRM work by describing tasks in plain English. It can build Flows, clean data, document orgs, manage users and permissions, generate reports and SOQL, create validation rules and fields, debug errors, and run audits—with review and deploy controls so nothing goes live until approved.
Fonctionnalités principales
Build Flows in Plain English
Describe any Salesforce Flow in plain English; the AI creates, tests, and deploys it directly to the org after review.
Clean Data in Salesforce
AI finds and fixes duplicates, missing fields, formatting issues, and messy records in Salesforce.
Document Your Org Instantly
AI maps every object, field, flow, integration, and dependency and auto-generates documentation.
Manage Users & Permissions
AI audits Salesforce permissions, shows access details, and applies access or permission changes from plain-English instructions.
Generate Reports and SOQL
Generate reports and SOQL queries from natural language prompts, including pipeline and duplicate analyses.
Create Validation Rules and Configure Fields
Create validation rules, formula fields, rollup summaries, and related configuration via plain English.
Debug Errors
Help optimize errors such as Too many SOQL queries and identify automations causing duplicate records.
Audit Capabilities
Supports Permissions Audit, Flow Audit, Technical Debt Audit, Data Quality Audit, Change Intelligence, License Audit, Compliance Audit, and Agentforce Readiness.
Review and Deploy with Audit Logs
Connect Salesforce, describe the task, then review and deploy with full audit logs; nothing goes live until approved.
Cas d'utilisation
- #1
Salesforce Flow Automation
Build and deploy Flows such as emailing on high-priority cases or tagging at-risk opportunities from plain English.
- #2
CRM Data Cleanup
Find and fix duplicates, missing fields, and messy data across Salesforce records.
- #3
Org Documentation and Mapping
Auto-generate documentation of flows, fields, integrations, and dependencies for inherited or handed-off orgs.
- #4
Permissions and Access Management
Audit who has access to what and fix security gaps or apply permission updates.
- #5
Pipeline and Forecast Analysis
Analyze pipeline stages, stuck deals, quarterly forecasts, and progress to quota via natural language questions.
- #6
Report Generation and Data Updates
Generate reports on accounts without opportunities or duplicate contacts, and bulk-update records based on conditions.
- #7
Error Debugging and Optimization
Debug SOQL limit errors and locate automations causing duplicates.
Plans tarifaires
Free trial available with unlimited messages and no credit card required. Paid agent and managed services options referenced; fixed monthly pricing mentioned for services. Full plan details not provided on the reviewed pages.
Alternatives
Foire aux questions
What is Clientell?
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Who is Clientell designed for?
Does Clientell offer a free trial?
What kinds of Salesforce work can Clientell handle?
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Clientell Contacts et réseaux sociaux
- SociétéTower22 Inc.
- Adresse1013 Centre Road, Suite 403-B, Wilmington, DE 19805
- Assistance
- Site Internet :
- Twitter
- YouTube
- LinkedIn
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