Web app
GPTfy
GPTfy is a Salesforce-native AI tool that integrates with OpenAI, Claude, Gemini, and other LLMs. It automates sales activities, captures data, and provides AI-powered insights for sales and service teams.
- Platform
- Web app
- Categories
- AI Lead Generation, AI Customer Service Assistant, AI Advertising Assistant, AI CRM Assistant, AI Email Assistant
- Indexed
- 2024-02-19
About GPTfy
What is GPTfy
GPTfy is a Salesforce-native alternative to Agentforce, designed to run AI models like OpenAI, Claude, Gemini, or 15+ others directly inside Salesforce. It operates with fixed per-user pricing and does not require Data Cloud. The tool aims to capture 98% of sales activity automatically, reducing manual data entry and providing AI-driven insights. It is built for sales and service teams, as well as IT administrators, to enhance productivity and decision-making within the Salesforce ecosystem.
Key features
Key features include automatic email and meeting sync to Salesforce, AI-powered account briefings, deal coaching, and ML-based win probability. It offers a Gmail plugin for seamless email integration, AI-driven case deflection, and CPQ assistance. GPTfy supports 100+ pre-built prompts and a Prompt Builder for customization. It also provides agentic AI capabilities with JSON schema-based skills, multi-agent orchestration, and full audit trails. Security features include 4-layer data masking, compliance with GDPR and HIPAA, and no data caching on GPTfy servers.
Use cases
GPTfy is used for sales automation, capturing emails and meetings to keep CRM data up-to-date. It helps sales leaders with ROI analysis, pipeline visibility, and strategy. Service leaders use it for case deflection and agent support. IT admins benefit from easy installation and security controls. The tool also enables building agentic AI workflows without vendor lock-in, using your own models. It is suitable for teams looking to reduce manual data entry, improve forecast accuracy, and enhance AI ROI.
Pricing
GPTfy offers fixed per-user pricing, not per-conversation, making costs predictable. The page mentions a ROI calculator to compare costs with platform AI, but specific pricing details are not provided. For exact pricing, users are encouraged to contact GPTfy or use the ROI calculator.
Questions
GPTfy FAQ
- What is GPTfy?
- GPTfy is an AI tool available as a web app in the AI Lead Generation, AI Customer Service Assistant, AI Advertising Assistant categories. GPTfy is a Salesforce-native AI tool that integrates with OpenAI, Claude, Gemini, and other LLMs. It automates sales activities, captures data, and provides AI-powered insights for sales and service teams.
- What is GPTfy used for?
- GPTfy is filed under AI Lead Generation, AI Customer Service Assistant, AI Advertising Assistant, AI CRM Assistant, AI Email Assistant in the AITOOLIST index. GPTfy is a Salesforce-native AI tool that integrates with OpenAI, Claude, Gemini, and other LLMs. It automates sales activities, captures data, and provides AI-powered insights for sales and service teams.
- Is GPTfy a web app, an extension or a native app?
- GPTfy is a web app.
Listed in the AITOOLIST index since 2024-02-19.
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