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
Your reps still pay the CRM tax.
Sales activity never logged
Emails, calls, and meetings never make it into Salesforce. Your pipeline reflects a fraction of reality. AI tools built on incomplete data deliver incomplete answers.
“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 thousands of reports built and wait on those queries when perhaps there's a better interface the team can actually use.”
- 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.
Platform AI sounds like the answer. Until you try to deploy it.
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 it 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 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'd 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
98% of activity is captured, so your AI insights actually work. Reps get 5+ hours back every week. Leadership finally sees the real pipeline.
Verified Customer Results
See GPTfy in action
How It Works
Install from AppExchange
1-click, Salesforce security-reviewed managed package
Connect Your Own AI
OpenAI, Claude, Gemini, Perplexity, or any LLM
20+ Pre-Built Prompts
Ready to go. Customize or create your own through the Prompt Builder
Go Live Everywhere
Salesforce, M365 Copilot, Slack, Teams, Email, Voice
Bring the CRM to them.
Know Every Account. Instantly.
Walk into every meeting fully briefed, in seconds. 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
Let 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
- AI Creates Contacts Builds records from CC lists and signatures
- Prevent Ghosting Flag deals going silent and renewal risks early
Automate Their Gruntwork.
Turn inbound emails into cases, quotes, and orders automatically. 97% case deflection. 5,000+ minutes saved per day.
- Email-to-Case AI reads emails and attachments, creates cases or orders
- CPQ Assist Build quotes by describing what you need in plain language
- Gen AI Chatbot RAG with knowledge retrieval, built for call deflection
Your Models. Your Data. Full Control.
Bring Your Own Model
Run OpenAI, Claude, Gemini, or any of 15+ models on your Azure, AWS, or GCP accounts. Use your existing cloud contracts.
Explore BYOM4-Layer Data Masking
Field-level, regex patterns, blocklist keywords, and custom Apex handlers. Data is masked before it is sent to your AI provider. Full audit trails log every interaction.
Explore Security LayerFine-Grained Access Control
Control who can use AI at User, Profile, Object, and Field Value levels. Enable customer opt-out preferences. Standard Salesforce security model applies.
Learn MoreEnterprise-Ready Compliance
AppExchange Security Reviewed. Zero GPTfy servers. Zero caching. GDPR, HIPAA-ready architecture. Raw data never leaves your infrastructure. Only masked data reaches your AI provider via Salesforce Named Credentials.
Security OverviewBuild 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.
Multi-Agent Orchestration
Coordinate multiple specialized agents across workflows. Sales agents brief accounts, service agents triage cases, 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. Full compliance-ready trails included.
Explore Security LayerYour Models, Your Control
Use OpenAI, Claude, Gemini, or any LLM on Azure, AWS, or GCP. No vendor lock-in. Fixed per-user pricing, not per-conversation.
Explore BYOMTrusted 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
“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.
Raw data never leaves your infrastructure. GPTfy is a managed package that runs inside your Salesforce org and transiently sends only masked data to your AI provider through Salesforce Named Credentials. 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 additional data platform required. Standard Salesforce security model applies.
End the CRM tax. Get AI that actually works.
30 minutes. Your data. Your use cases. No commitment required.