Bring AI Where You Collaborate.
Sales Teams, Access CRM Intelligence Without Switching Apps
Get Account Insights in One Click
Pull AI-processed account summaries, opportunities, and cases directly in Teams through our Microsoft Copilot agent. No more tab-switching or CRM lookups.
Share Intelligence, No License Required
Collaborate on AI-generated insights with team members – even those without Salesforce access. Break down information silos through Microsoft Copilot.
Support Teams, Answer Customer Questions Faster
Access Knowledge Base with AI Precision
Chat directly with the GPTfy bot in Teams to get instant, accurate answers from your support documentation through our Microsoft Copilot agent.
Leverage Your Existing AI Investments
Utilize your RAG infrastructure and trained models through GPTfy's bring-your-own-model technology via Microsoft Copilot.
Business Leaders, Maximize Your Tech Stack ROI
Unite Collaboration and CRM
Transform Teams into your command center by bringing Salesforce data and AI insights where work happens through our Microsoft Copilot agent.
Scale Knowledge Sharing Effortlessly
Enable wider teams to access and act on CRM intelligence without additional Salesforce licenses via Microsoft Copilot.
Complete Microsoft Office Suite Access
Your $5/user/month investment includes our Microsoft Copilot agent across Excel, PowerPoint, Word, Outlook, and Teams.
Why Leading Organizations Choose GPTfy
Access CRM Without Licenses
Share AI-generated Salesforce insights with team members who don't have Salesforce access. Break down information silos through Microsoft Copilot.
Instant AI Answers
Chat directly with the GPTfy bot in Teams to get instant, accurate answers from your Salesforce data and support documentation.
100% Microsoft Certified
Deploy confidently with Microsoft AppSource certification and enterprise security standards built into our Copilot agent.
Frequently Asked Questions
GPTfy provides seamless Salesforce data access within Microsoft Teams through our secured Microsoft Copilot agent, available from Microsoft AppSource. Access customer information, share insights, and collaborate without switching between applications.
Yes! One of the key benefits is that team members without Salesforce licenses can access AI-generated insights shared through Teams. This breaks down information silos and enables broader collaboration.
Yes, our integration is secured because it's a Microsoft-approved Copilot agent with direct certification from Microsoft AppSource. Your data stays within the Microsoft-Salesforce ecosystem with enterprise-grade security and complete audit trails.
Implementation typically takes hours, not weeks. Organization administrators can deploy our Microsoft Copilot agent directly from AppSource through guided setup with your existing Microsoft authentication.
Ready to Accelerate Your Team Collaboration?
Book a 30-minute demo and we'll show you how to access Salesforce data directly in Microsoft Teams.