GPTfy
AI for Salesforce Integration is an artificial intelligence (AI) tool designed to enhance cloud strategies by establishing seamless interac...
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What is GPTfy?
GPTfy is a 100% Salesforce‑native AI platform that brings agentic AI directly into your CRM and the tools your team already uses (Salesforce, Gmail/Outlook, Teams, Slack, Microsoft 365 Copilot). It captures email and meeting activity automatically, fills Salesforce records without manual logging, and provides pre‑built and custom AI prompts for sales, service, CPQ, and more. The platform is designed for organizations that want enterprise‑grade AI without Data Cloud, Agentforce, or a separate AI infrastructure.
Key features include Account 360 briefings, Deal Coach with MEDDIC guidance, ML‑powered opportunity scoring, automated email‑to‑case/order/quote creation, Einstein Bot + AI integration with RAG, GPTfy Voice for call logging, and JSON‑schema‑based AI agents that can execute multi‑step workflows and Apex operations. GPTfy ships with 100+ pre‑built prompts and a no‑code Prompt Builder so teams can customize or create new prompts quickly. It integrates with M365 Copilot, Slack, Teams, and email, and can orchestrate multiple specialized agents across sales and service workflows.
GPTfy is built for sales and revenue ops leaders, service leaders, and Salesforce admins in enterprises using Sales Cloud, Service Cloud, Experience Cloud, and industry clouds (financial services, healthcare, etc.). It is particularly valuable for organizations that want to reduce “CRM tax” (manual data entry), improve pipeline visibility, deflect cases, and get real ROI from AI while keeping data fully inside Salesforce. Because it is a managed package with Salesforce Security Review, HIPAA/GDPR‑ready architecture, and field‑level data masking, it is suitable for regulated industries and large enterprises.
The platform supports bring‑your‑own‑model (BYOM), allowing you to connect OpenAI, Claude, Gemini, Perplexity, DeepSeek, Llama, or other LLMs hosted on Azure, AWS, or GCP. Pricing is fixed per user per month with unlimited prompts and no consumption‑based charges from GPTfy; you pay your AI provider directly at your negotiated rates. Deployment is fast: a 1‑click install from AppExchange, model connection, and activation of pre‑built prompts, with full deployment typically within 3 weeks.
GPTfy pricing
Pricing model: Paid
GPTfy uses predictable per‑user pricing with unlimited prompts and no consumption charges from GPTfy. The Pro plan is $20/user/month and includes unlimited AI prompts, Prompt Builder, Security/Trust Layer with data masking, data retention controls, premium support, and the Outlook/Gmail plugin; minimum 100 users required. The Enterprise plan is $30/user/month and adds Automation Callout, Apex Invocation, AI Mass Processing, API Data Sources, AI File Analysis, RAG/knowledge base integration, and AI Agents. The Unlimited plan is $50/user/month and adds Signature Support, Communities/Experience Cloud capabilities, Einstein Bot + AI integration, GPTfy Voice, Flow Automation, and Microsoft Copilot Agent. Add‑ons (GPTfy Voice, Einstein Bot + AI, Microsoft Copilot) can be purchased separately for Pro and Enterprise customers. AI model usage costs are paid directly to your chosen provider (Azure, AWS, GCP, etc.) under your existing contracts.
GPTfy pros
- 100% Salesforce‑native managed package, no external AI infrastructure
- Fixed per‑user pricing with unlimited prompts, no consumption surprises
- No Data Cloud or Agentforce licenses required
- 98% of sales activity automatically captured from email and meetings
- Reps save 5+ hours per week by not logging CRM manually
- 100+ pre‑built prompts ready to use in days
- No‑code Prompt Builder for custom prompts and workflows
- Byom: use OpenAI, Claude, Gemini, Perplexity, or 15+ models
- Data stays in Salesforce; only masked data touches AI providers
- 4‑layer data masking: field‑level, regex, blocklist, custom Apex
- Full audit trail via Salesforce Security Audit Records
- Works with Professional, Enterprise, and Unlimited Salesforce editions
- Integrates with Gmail/Outlook, Teams, Slack, M365 Copilot
- AI agents can execute CRUD and Apex via JSON schema skills
- Multi‑agent orchestration across sales, service, CPQ, and more
- Einstein Bot + AI integration with RAG for case deflection
- GPTfy Voice for quick voice‑to‑text and automatic call logging
- CPQ Assist: build quotes in plain language
- Forward‑deployed proof program: 3 problems, 3 weeks, 3 wins
- AppExchange Security Reviewed, HIPAA and GDPR ready architecture
GPTfy cons
- Minimum 100‑user commitment per plan
- Pricing starts at $20/user/month, may be high for small teams
- Requires an existing Salesforce org (Salesforce‑only)
- Advanced features need Enterprise or Unlimited plan
- BYOM requires your own AI model contracts and setup
- Some capabilities (Voice, Copilot, Bot) are add‑ons, not in base
- Deployment up to 3 weeks for full customization
- Heavy reliance on email sync quality and configuration
- Admin must manage permissions and prompt access via profiles
- LLM response quality still depends on chosen model and prompts
- Complex agent workflows may need developer support for Apex
- No standalone desktop app; all UI inside Salesforce or email plugins
Frequently asked questions about GPTfy
What is GPTfy and how is it different from Agentforce or other Salesforce AI tools?
GPTfy is a 100% Salesforce‑native agentic AI platform that runs as a managed package inside your org. Unlike Agentforce and many AI Cloud solutions, GPTfy does not require Data Cloud or special AI licenses, uses fixed per‑user pricing with unlimited prompts, and lets you bring your own AI model. It focuses on capturing real activity (email, meetings), auto‑filling Salesforce, and providing pre‑built and custom prompts for sales, service, and CPQ.
Do I need Salesforce Data Cloud or Agentforce licenses to use GPTfy?
No. GPTfy does not require Data Cloud or Agentforce licenses. It works with Sales Cloud, Service Cloud, Experience Cloud, and industry clouds using standard Salesforce security and permission sets.
Where does my data live and is it safe to use with external AI models?
Your data stays in Salesforce. GPTfy is a managed package that runs inside your org and only transiently sends masked data to your AI provider via Salesforce Named Credentials. There are zero GPTfy servers and zero caching. The platform includes a 4‑layer Security/Trust Layer (field‑level masking, regex patterns, blocklists, custom Apex) and full audit trails, and is AppExchange Security Reviewed and HIPAA/GDPR‑ready.
Which AI models can I use with GPTfy?
GPTfy supports bring‑your‑own‑model (BYOM). You can connect OpenAI, Claude, Gemini, Perplexity, DeepSeek, Llama, and 15+ models hosted on Azure, AWS, or Google Cloud. You use your existing cloud contracts and negotiated AI pricing; GPTfy does not charge per token or per conversation.
How is GPTfy priced and are there extra charges for AI usage?
GPTfy charges a fixed per‑user‑per‑month fee with unlimited prompts and no consumption‑based charges. Pro is $20/user/month, Enterprise is $30/user/month, and Unlimited is $50/user/month, all with a 100‑user minimum. You pay your AI provider directly for model usage at your contracted rates; there are no additional GPTfy per‑prompt or per‑call fees.
How long does it take to get GPTfy up and running?
GPTfy ships with 20+ pre‑built prompts that can be activated in less than a day. Full deployment—including email sync setup, custom prompts via the Prompt Builder, and AI model configuration—typically takes up to three weeks. GPTfy can also run a short prove program with forward‑deployed engineers working in your org on your real use cases.
Do my sales reps need to change how they work or use a new app?
No. GPTfy is designed to meet reps where they already work: Salesforce, Gmail/Outlook, Teams, Slack, and M365 Copilot. Email and meeting activity sync automatically, and AI insights appear inside those existing tools. Reps do not need to manually log most activities or adopt a separate application.
What features are included in each plan?
Pro ($20/user/month) includes unlimited prompts, Prompt Builder, Security/Trust Layer, data retention, premium support, and the Outlook/Gmail plugin. Enterprise ($30/user/month) adds Automation Callout, Apex Invocation, AI Mass Processing, API Data Sources, AI File Analysis, RAG/KB integration, and AI Agents. Unlimited ($50/user/month) adds Signature Support, Communities/Experience Cloud, Einstein Bot + AI, GPTfy Voice, Flow Automation, and Microsoft Copilot Agent.
Can I try GPTfy before committing to a full deployment?
GPTfy offers personalized demos where you can see the platform in action with your own Salesforce data. They also run a prove program: 3 problems, 3 weeks, 3 wins, with forward‑deployed engineers working in your org on your real use cases. Contact sales via the Book a Demo page to discuss a trial or pilot that fits your organization.
Which Salesforce editions and clouds are supported?
GPTfy works with Professional, Enterprise, and Unlimited Editions of Salesforce. It supports Sales Cloud, Service Cloud, Experience Cloud, and industry clouds. The platform uses standard Salesforce security models and permission sets, and all features are delivered via a single managed package with no external infrastructure.