Salesforce AI Shouldn't Be This Hard
Your reps spend more time feeding the CRM than selling.
GPTfy fixes that: deploy agentic AI with your models, fixed pricing, live in days.
Brands that trust our products
Millions invested in CRM. Your reps still pays tax.
Sales activity never logged
Emails, calls, and meetings never make it into Salesforce. Your pipeline reflects a fraction of reality.
“They should be focused on the customer more than data entry, so we are taking that out.”
- Director of Sales Operations, Enterprise Retail Analytics
Per rep, every week
Instead of selling, your reps prep reports, build queries, research accounts, and log notes. Five hours that should be revenue.
“I don't want to have to have thousands of reports built and wait on those queries in Salesforce when perhaps there's this type of interface that the team can get to.”
- VP of Sales Ops, Enterprise Technology Distribution
AI running on empty
Incomplete data means your AI investment fails its ROI promise to the CFO. You paid for intelligence. You got guesswork.
“We end up building stuff just for building it, and users just don't capture value out of it.”
- CTO, Financial Services
So you commit to AI. Then the real problems start.
Your AI project becomes a dev project
Every use case needs custom configuration, data platform setup, and development cycles. Three months in, your team is still debugging use case number two.
“It's really no more than a chatbot that's been a real challenge for us to get active where we could just deploy it.”
- Salesforce Partner, Enterprise Consulting
Your costs scale with your success
The pilot looks affordable at 4% usage. But when 200 users click that button 50 times a day, your CFO can't budget it and your ops team starts throttling adoption.
“I don't know at what stage does Salesforce completely become financially not acceptable, and then I kind of fall back to a solution like GPTfy.”
- CTO, Financial Services
You can't see what's working
No granular reporting on who used what prompt, or how often. Backend changes ship daily with no notice. Your team is building on shifting ground.
“I don't know when they will stabilize... But I don't have the patience for it, so that's why I would like to move forward.”
- CTO, Financial Services
There has to be a better way. There is.
Today
60% of activities are never logged. Forecasts get missed. Pipeline reviews run on gut feel. Your AI tools sit idle because they don't have reliable data to work with.
Turn On GPTfy
1-click install from AppExchange. Connect your AI model. Emails sync automatically and your CRM fills itself. Your reps don't have to change a thing.
Result
GPTfy captures 98% of activity, so your AI insights actually work. Reps get 5+ hours back every week. Leadership finally sees the real pipeline.
Live in hours
Install from AppExchange
1-click, Salesforce security-reviewed managed package
Connect Your Own AI Models
OpenAI, Claude, Gemini, Perplexity, or any LLM
Activate Pre-Built Prompts
20+ ready to go. Customize or create your own through the Prompt Builder
Go Live Everywhere
Salesforce, M365 Copilot, Slack, Teams, Email, Voice, Chatbot
Don't ask reps to go to CRM. Bring the CRM to them.
Know Every Account. Instantly.
Walk into every meeting fully briefed, in seconds, not hours. 98% of activity captured automatically.
- ✓Account 360 Full briefing across opportunities, cases, and contacts
- ✓Deal Coach Spot MEDDIC gaps and get next-best-action guidance
- ✓Score Opportunities ML-powered win probability so you focus where it counts
BDRs, AEs, CROs, Sales Managers
Explore AI for SalesLet AI Fill Your CRM.
Automatically sync every email and meeting. Your reps don't log anything. The CRM fills itself.
- ✓Auto-Sync Emails Exchange + Gmail conversations land in Salesforce without rep action
- ✓AI Creates Contacts Builds records from CC lists, signatures, and meeting attendees
- ✓Prevent Ghosting Flag deals going silent, champion exits, and renewal risks early
AEs, Sales Ops, RevOps, Managers
Explore Email SyncAutomate Their Gruntwork.
Turn inbound emails into cases, quotes, and orders automatically. 97% case deflection. 5,000+ minutes saved per day.
- ✓Email-to-Case + Orders AI reads emails and attachments, extracts data, creates cases or orders
- ✓CPQ Assist Build quotes by describing what you need in plain language
- ✓A Chatbot That Works Gen AI + RAG with knowledge retrieval, built for call deflection
Service, Support, Operations, IT
Explore AI for ServiceReal Results From GPTfy Customers
See GPTfy in action
Your Models. Your Control.
Your AI. Your Data. Full Control.
Run OpenAI, Claude, Gemini or any other model, with full control over data and access through GPTfy's Security Layer.
Platform-agnostic Security
Bring any model (Azure, AWS, GCP, on premise) while staying fully compliant with Salesforce's security standards. 4-layer data masking protects every interaction.
100% Secure & Compliant
Fine-Tune Your AI Access Control
Decide exactly who can use AI at User, Profile, Object, and Field Value levels. Enable customer opt-out preferences through GPTfy's Security Layer.
Prevent sensitive data from flowing to AI
Ensure your data remains confidential with 4-layer masking: field-level, regex patterns, blocklist keywords, and custom Apex handlers.
Build Agentic AI Without Vendor Lock-In
Deploy autonomous AI agents with JSON schema-based skills, multi-step reasoning, and full Salesforce integration—using your own models, at your price.
JSON Schema-Based Agent Skills
Define agentic prompts with structured JSON schemas. Link them to Apex classes implementing AIAgenticInterface for CRUD operations, Flow invocation, and external API calls.
Multi-Agent Orchestration
Coordinate multiple specialized agents across workflows. Sales agents brief accounts, service agents triage cases, operations agents automate order entry—all in one unified system.
Explore Prompt BuilderFull Audit & Governance
Every agent action logs to Salesforce Security Audit Records. See exactly what each agent did, when, and why—with full field-level tracking and compliance-ready trails.
Explore Security LayerYour Models, Your Control
Use OpenAI, Claude, Gemini, or any LLM—on Azure, AWS, or GCP. No vendor lock-in. Switch models without rebuilding agents. Fixed per-user pricing, not per-conversation.
Explore BYOMLoved by teams worldwide
“Loved the easy and click/no-code way to configure GPT LLMs on any Salesforce object and go-live in days.”
Gurditta Garg
Chief Salesforce Evangelist
Motorola
“It enables Salesforce professionals like me to leverage the AI of my choice (BYOM) in a declarative manner.”
Sury Ramamurthy
Technical Architect
Innolake Corporation
“Saw this App and was impressed. Saved our team over 15 hours per rep monthly with streamlined workflows.”
Amar Rawal
Business Analyst
Origin
“Faster to deploy, easier to adopt, and far more natural conversations compared to other Salesforce AI tools.”
Dinesh Kumar
Developer
2SD Technologies Limited
“Completely changed how I work in Salesforce with intuitive, powerful AI built directly inside the CRM.”
Shantanu Ealiya
Salesforce Developer
TCS
“Accurately understands user input and generates high-quality content in the right format every time.”
Ankita Dhamgaya
Director and Founder
AlgoCirrus Pvt Limited
“Easy to use, does exactly what it promises, and lets you create and deploy prompts in minutes.”
Shailesh Varshney
Developer
Capgemini Australia
“Setup took under ten minutes with a clean interface and excellent pre-configured prompts.”
Salman Khan
Release Manager
IBM
“Seamless implementation, intuitive UI, and exceptional support that truly transforms business workflows.”
Rishi Golyan
Salesforce Consultant
Algocirrus Private Limited
3 problems · 3 weeks · 3 wins
Get GPTfy ProveDon't take our word for it. Make us prove it.
Our forward-deployed engineers work alongside your Salesforce admin and business team, in your org, with your data, on your real use cases. No presentations. No guesswork. A working AI solution your team actually uses.
“I'm a firm believer of trying to deploy pilots and seeing the value than just looking at presentations and making some sense out of it.” - CTO, Financial Services
Questions From Sales and RevOps Leaders
GPTfy ships with 20+ pre-built prompts that activate in less than a day. Full deployment (email sync, custom prompts, AI model tuning) takes up to three weeks.
Your data stays in your infrastructure. GPTfy is a managed package inside your Salesforce org. GPTfy transiently sends only masked data to your AI provider. Zero GPTfy servers. Zero caching.
Yes. OpenAI, Claude, Gemini, Perplexity, DeepSeek, Llama: 15+ models on Azure, AWS, or Google Cloud. Use your existing cloud contracts. Switch models without rebuilding.
Fixed per-user/month. Unlimited prompts. No per-conversation charges, no credit consumption, no overages. You pay for AI model usage directly to your provider at your negotiated rates.
GPTfy meets reps where they already work: Salesforce, Outlook, Teams, Slack, Copilot. Email sync runs automatically with zero rep action. AI surfaces inside the tools they already use, not a separate app.
All editions. Sales Cloud, Service Cloud, Experience Cloud, and every industry cloud. No Data Cloud required (but supported if you have it). Standard Salesforce security model applies.
End the CRM tax. Get AI that actually works.
30 minutes. Your data. Your use cases. No commitment required.