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Clientell AI — AI Sales Tool

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What is Clientell AI?

Clientell AI is a Salesforce automation platform that builds complex flows, generates reports, and cleans CRM data through simple prompts. It helps Salesforce Admins and RevOps professionals finish hours of administrative work in minutes without technical expertise, allowing teams to focus on closing deals instead of wrestling with their CRM.

What sets Clientell AI apart?

Clientell AI sets itself apart with its hybrid AI-human approach that combines conversational automation with expert guidance when you need specialized support. This dual strategy proves valuable for RevOps teams who want both self-service options and access to Salesforce specialists without lengthy discovery calls. Clientell AI integrates directly with Slack and other communication tools, bringing CRM insights to where your team already works.

Clientell AI Use Cases

  • Automated Salesforce data cleaning
  • Flow automation builder
  • Custom report generation
  • Conversational CRM insights
  • RevOps process optimization

Who uses Clientell AI?

Business Analysts Customer Success Managers Sales Operations Specialists Operations Managers

Features and Benefits

  • Feature icon Data Management Agent
    Clean, deduplicate, and enrich Salesforce records automatically to maintain a single source of truth across your organization.
  • Feature icon Flows Agent
    Build and deploy Salesforce automation workflows from simple commands without technical expertise.
  • Feature icon Reporting Agent
    Generate dynamic reports and visual dashboards with simple prompts for improved forecasting and data visibility.
  • Feature icon Salesforce Sherpa
    Access Salesforce insights by asking questions in plain language without creating complex reports.
  • Feature icon One-Click Integration
    Connect to Salesforce instantly with secure authentication and no setup requirements.

Clientell AI Pros and Cons

Pros
  • Circle checkmark icon Easy to use with click-and-select interface for setting up automations
  • Circle checkmark icon Successfully automates repetitive web scraping tasks
  • Circle checkmark icon Regular platform updates and improvements
  • Circle checkmark icon Helpful customer support once they respond
  • Circle checkmark icon No coding knowledge required to set up scrapers
Cons
  • Cross icon Unreliable performance with frequent script failures
  • Cross icon Extremely slow customer support response times
  • Cross icon Limited functionality beyond simple use cases
  • Cross icon Pricing model needs more usage-based options
  • Cross icon Difficult to troubleshoot when scripts fail

Pricing

AI Agents (Self-Service) Price not available
  • Circle check icon De-duplicate, enrich, and clean data
  • Circle check icon Build complex automation and flows in minutes
  • Circle check icon Create and share reports on demand
  • Circle check icon One-click onboarding
  • Circle check icon Premium support via Slack
AI Led Services Price not available
  • Circle check icon Expert-led implementation and support
  • Circle check icon Dedicated RevOps and Salesforce experts
  • Circle check icon Slack-based extended RevOps team integration
  • Circle check icon Monthly RevOps strategy and custom AI workflows
  • Circle check icon Infinitely scalable with 100% process adoption
Standard Subscription (Cost Comparison) $1200/mo
  • Circle check icon Designed for up to 25 Salesforce Users
  • Circle check icon Cost effective compared to freelance admins, traditional consultants and in-house teams
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