Clientell AI delivers transformative enterprise capabilities this quarter, elevating our Salesforce automation platform from individual productivity to full-scale team collaboration.
These updates reinforce the proven outcomes our customers already achieve:
Enterprise Workspace Management
Complete multi-organization collaboration with role-based access control (Admin, Member, Viewer). This enables true team-based Salesforce automation while supporting workflows that save 1,800 hours per quarter.
Self-Service Billing & Subscriptions
Tiered plans with ROI calculator and full Stripe integration allow seamless upgrades, cancellations, and usage tracking. This empowers teams to self-manage subscriptions, accelerating quote-to-cash cycles by 40%.
Platform-Wide Mobile Excellence
Optimized fully for iOS and Android. Field sales and mobile-first users can now access the entire Clientell AI platform with no compromises.
Advanced Data Visualization
A dynamic table renderer supports pagination, interactive filtering, and virtualization for massive Salesforce datasets. Teams can analyze thousands of records directly in chat without performance drops.
Salesforce OAuth Resolution Center
A proactive in-app guidance system now simplifies resolving Connected App authorization challenges—reducing support requests and speeding up onboarding.
Production & Sandbox Support
Enterprise teams can now connect both production and sandbox Salesforce environments in the same workspace. This ensures proper testing pipelines while keeping live data protected.
This release cements Clientell AI’s evolution into a robust, enterprise-grade Salesforce automation platform. From secure role-based team collaboration to mobile-first design and data visualization at scale, every update directly contributes to efficiency, autonomy, and growth at the enterprise level.