GPTfy

What GPTfy does

GPTfy is a 100% Salesforce-native AI Agent platform that allows users to interact with their CRM using natural voice and email intelligence. It automatically updates cases, leads, and opportunities, surfaces hidden insights, and enriches CRM data without manual work. The platform supports Bring Your Own Model (BYOM) with providers like OpenAI and Gemini, and exposes Salesforce Agents through Microsoft Copilot, Teams, WhatsApp, and Slack. GPTfy emphasizes enterprise-grade security, compliance (HIPAA, GDPR, FINRA), and predictable per-user pricing with unlimited prompts, making it suitable for regulated industries.

Products

• GPTfy ProIncludes unlimited prompts, Prompt Builder, Security/Trust Layer, Data Retention, Premium Support, and Outlook/Gmail Plugin. Minimum 100 users required.
• GPTfy EnterpriseIncludes all Pro features plus Automation Callout, Apex Invocation, AI Mass Processing, API Data Sources, AI File Analysis, RAG/KB Integration, and AI Agents.
• GPTfy UnlimitedIncludes all Enterprise features plus Signature Support, Communities/Experience Cloud, Einstein Bot + AI Integration, GPTfy Voice, Flow Automation, and Microsoft Copilot Agent.
• GPTfy Voice (Add-on)Quick voice-to-text, instant call logging, reduced manual data entry, better CRM data quality, and automated next steps and actions.
• Einstein Bot + AI (Add-on)Automatic ticket routing and case resolution, real-time intent analysis and sentiment detection, knowledge base integration, account-specific secure responses, and 24/7 customer support availability.
• Microsoft Copilot (Add-on)Access to MS Copilot, Teams App integration, MS Office Suite (PowerPoint, Word, Outlook, Excel) support, and enhanced collaboration tools.

Key capabilities

• 100% Salesforce Native
• BYOM (Bring Your Own Model) with OpenAI, Claude, Gemini, Perplexity, DeepSeek, Llama, Grok AI
• Natural voice and email intelligence for CRM updates
• AI that surfaces hidden insights and enriches data
• Auto-create and update Salesforce records
• Salesforce Security Reviewed
• HIPAA & GDPR Ready
• Your Data Stays in Salesforce
• Full Audit Trail
• Predictable per-user pricing with unlimited prompts
• Prompt Builder for custom prompt creation and management
• Security/Trust Layer with 4-Layer Data Masking
• RAG (Retrieval-Augmented Generation) for knowledge retrieval
• GPTfy Agents for autonomous task execution
• ML Recommendation Engine for lead and opportunity scoring
• Integrations with M365 Copilot, Slack, Teams, WhatsApp, Gmail, Outlook, ElevenLabs Voice, Twilio Telephony, Snowflake
• Flow & Apex Integration
• Communities Integration
• External Object Integration
• File Analysis
• MCP Server for exposing agent prompts as MCP tools
• Zero-Trust Architecture

Use cases

• Salesforce AI for Sales Cloud (Account 360, Deal Coach, Opportunity Scoring, Gmail Email Sync, AI Creates Contacts, Prevent Ghosting, Sales Email Generation, AI-Powered Lead Qualification, Smart Opportunity Scoring, Automated Email Sequences)
• Salesforce AI for Service Cloud (Email-to-Case AI, CPQ Assist, Einstein Bot, Intelligent Case Routing, Case Resolution, Case Summarization, Customer Retention & Renewals, Knowledge Article Management, Real-Time Sentiment Analysis, Root Cause Analysis)
• Salesforce AI for CPQ (Margin Protection & Optimization, Automated Quote Generation, Streamlined CPQ Processes, AI Validates Configurations, Discount Validation, Compliance Checks)
• AI for Financial Services (Client Intelligence, Advisor Productivity, Compliance Security, Compliance Operations, Portfolio summaries, Sentiment analysis, Compliance documentation, Wealth Management Solutions, Banking & Credit Services, Investment Advisory)
• AI for Healthcare (Patient Care Optimization, Care Coordination, Clinical Documentation, Patient Intelligence, Support Agent Efficiency, Payor Operations, Patient record summarization, Care plan summaries, 360 views, Sentiment tracking)
• AI for High-tech (Sales Acceleration, Customer Success Automation, Technical Support Enhancement, Sales Rep Efficiency, Technical Support, Customer Success, RevOps Intelligence)
• AI for Higher Education (Student Engagement & Support, Admissions Process Automation, Alumni Relations Management)
• AI for Insurance (AI-Powered Claims Processing, Intelligent Underwriting, Customer Service Automation)
• AI for Insurance Brokerage (Policy Analysis & Comparison, Renewal Management, Client Communication Automation)
• AI for Real Estate (Intelligent Lead Management, Market Analysis & Insights)
• Document Intelligence (AI-Augmented RFPs, White Space Analysis)
• Voice & Calls (Call-to-Task Automation, Call Transcripts & Insights, GPTfy Voice, Twilio Telephony integration)
• Email Automation (Email to Case, Personalised Automated Email)
• Admin & Governance (AI Ethics & Compliance, Prompt Development, ROI Dashboard, Audit Trails & Governance, Data Masking, Security Layer Configuration, Zero-Trust Architecture)
• Dynamics 365 Integration (Order Status Check, Year-over-Year Customer Spend, Delivery Dates, Catch Backorders, WISMO Answers, Walk In Briefed, Invoice Answers, Full Account Picture, Proposals With Better Financial Timing, Cross-Sell With Better Account Context, QBRs With The Full Picture, Churn Signals, Revenue Gaps)
• ML Recommendation Engine (Lead Prediction, Opportunity Evaluation, Sales Teams Replace Anecdotes, Sales Operations Scale Guidance, Technical Teams Deploy Easily)
• Slack Integration (CPQ Configuration, Pipeline Answers, Audit Trail & Compliance, Instant Pricing & Availability Checks, Collaborative Quote Workflows, Automated CPQ Workflows)
• WhatsApp Integration (CRM Updates, International Support Teams, Customer Service, Business Operations, Partner Self-Service)

AI approach

GPTfy is a 100% Salesforce-native AI Agent platform that allows users to interact with their CRM using natural voice and email intelligence. It automatically updates cases, leads, and opportunities, surfaces hidden insights, and enriches CRM data without manual work. The platform supports a Bring Your Own Model (BYOM) architecture, allowing integration with various LLMs like OpenAI, Claude, Gemini, DeepSeek, Llama, Grok AI, and Perplexity. It provides pre-built prompts, a Prompt Builder for customization, and features like RAG (Retrieval-Augmented Generation) for knowledge retrieval. GPTfy emphasizes data security with a four-layer data masking process and a zero-trust architecture, ensuring raw data never leaves the Salesforce environment.

Tech named: Salesforce AI, Generative AI, ChatGPT, Enterprise AI, AI Security, Salesforce AI Agent, Salesforce Agentic AI, Agentic AI for Salesforce, Salesforce Agentforce, OpenAI, Gemini, Claude, Perplexity, DeepSeek, Llama, Grok AI, LLM, ML-powered win probability, Einstein Bot, RAG, Dynamic Data Context Mapping, ML Recommendation Engine, XGBoost, Random Forest, Logistic Regression, SVM, KNN, Decision Tree, Monte Carlo simulation

Industries served

• Financial Services
• Healthcare
• High-tech
• Higher Education
• Insurance
• Insurance Brokerage
• Real Estate

What it says sets it apart

• 100% Salesforce Native: Installs as a managed package, no external infrastructure, data stays in Salesforce.
• BYOM (Bring Your Own Model): Connects to existing AI contracts (OpenAI, Claude, Gemini, etc.) without vendor lock-in or additional platform purchases.
• Predictable Pricing: Fixed per-user pricing with unlimited prompts, avoiding consumption-based surprises.
• Enterprise-Grade Security & Compliance: 4-layer data masking, full audit trails, HIPAA, GDPR, FINRA, PCI DSS, FEDRAMP compliance.
• Rapid Deployment: Live in days or weeks, not months, with pre-built prompts and easy configuration.
• Data Context Mapping: Visually map Salesforce fields to prompts without code, ensuring accurate AI responses.
• Zero-Trust Architecture: AI runs inside Salesforce, only masked data reaches AI providers via admin-controlled Named Credentials.
• Comprehensive Integrations: Seamlessly works with Microsoft Copilot, Teams, Slack, WhatsApp, Gmail, Outlook, Twilio, Snowflake, and ElevenLabs Voice.
• ML Recommendation Engine: Achieves high prediction accuracy without deploying separate ML infrastructure.