Less admin.
More win$.
Time spent NOT SELLING.
Agree AI gives reps more time.
BDRs/SDRs, Turbocharge Your Lead Engagement
Auto-email to leads in your tone
Instantly engage leads with AI-crafted responses using your tone and style to convert faster.
Get 'Show me, You know me' ABM
Build meaningful connections with tailored messaging for Leads and Accounts, to deepen relationships and increase conversion rates.
AEs, Close Deals Faster
Let AI draft your Follow-up Notes
Go beyond Zoom summaries with Deal follow-ups, Save hours of manual work by letting AI surface deal insights.
Speak your Meeting Notes in 59 seconds
Keep your Account team updated by recording your meeting notes into Salesforce Mobile App, and log it while its fresh.
Sales Leaders, Boost Quota Attainment
Know 100% with Account 360°
Get full visibility into clients through AI, revealing open deals, upcoming renewals, blockers, and red accounts that could kill your pipeline.
Activate your Playbook with Deal Coach
Identify at-risk deals with Deal Coach AI, trained to help your team close more business through situation-specific recommendations.
Why Leading Sales Teams Choose GPTfy AI?
Save 45-55% of Admin Time
Automate routine tasks like call notes, meeting summaries, and opportunity updates so reps can focus on selling.
Increase Win Rates by 23%
AI-powered deal intelligence helps reps focus on the right opportunities with the right messaging.
Enhance Customer Experience
Deliver more personalized interactions with contextual insights from across your Salesforce data.
Key Features
Account 360° View
Comprehensive account intelligence gathered from all Salesforce objects in one view.
Opportunity Insights
AI-powered risk analysis and next best actions for each deal in your pipeline.
Voice-to-CRM
Update records via voice notes that automatically convert to structured data.
Email Intelligence
Smart email drafting and analysis integrated with Gmail and Outlook.
Accelerate Your Salesforce Sales Pipeline.
Transform Sales processes with AI. Cut admin busywork. Increase selling time.
We'll show you how using your own scenarios.
100% Salesforce Native, AppExchange Security Approved
GPTfy runs fully inside your Salesforce org, protecting sensitive data with multi-layered PII safeguards and ensuring compliance with GDPR, FINRA, HIPAA, and more.