Microsoft AppSource Certified · Salesforce Native
CRM has Deals. Outlook has Context. Your Rep Copy-Pastes.
Emails, shared files, and meeting context live in Outlook. Deal history, case data, and pipeline live in CRM. Your rep bridges the gap by hand - for every account plan, every QBR, every renewal. GPTfy runs AI inside Salesforce and delivers the complete picture to Copilot. Go live in days.
1,200
app toggles per day waste hours of selling time
Harvard Business Review, 2022
72%
of sellers' time spent on non-selling tasks
Salesforce State of Sales
Days
From AppSource install to live queries
GPTfy deployment data
Your account is split in two. Your rep is the duct tape.
Broken Flows.

Your Account Lives in Two Worlds.

Salesforce has pipeline, cases, orders and quotes. Outlook has emails, files, and the promises your rep made last Tuesday. Every account plan, QBR, and renewal needs both. Your rep gets neither in one place.

"They should be focused on the customer, not data entry."- Service Ops Leader, Enterprise Retail
Driving Blind.

Your Rep Leaves Salesforce. Your Pipeline Doesn't Follow.

Your email app summarizes threads and drafts slides. But the moment your rep needs a deal stage, pipeline number, or case update - they alt-tab to Salesforce, find it, and paste it in. Every document. Every deck. Every time.

"I don't want thousands of reports built. The team should just ask for data and get it."- VP of Sales Ops, Enterprise Technology Distribution
Stale Data.

Your Account Plan Takes Hours. It's Stale by Morning.

The account plan took 3 hours to stitch together. The case that came in this morning isn't in it. The email from yesterday changes the renewal strategy. Your team is always one update behind.

"My client has asked for this information. And I'm not interested in data harvesting."- Account Manager, Enterprise Facility Services
So you try to bridge them. The workarounds are worse.
Sidecar

Sales Copilot shows data. It won't build your deck.

CRM fields in a side panel. Useful for a glance. Useless for the 45-minute deck your VP needs by Friday. You still build it by hand.

"We don't have anything similar to this in Salesforce right now. Other teams are extracting data using Power BI and doing their own reporting."- Platform Analyst, Enterprise Insurance
DIY

Copilot Studio is a toolkit. You still have to build it.

Dataverse, Power Platform connectors, custom actions, multi-admin coordination. You hire developers to assemble the parts. That's not a product. That's a project.

"It was still developers being used, still people who understand Salesforce in and out working on the project."- CTO, Financial Services
0 Context

Generic connectors dump raw data. Copilot can't fill the gaps.

An outside connector pulls records through an API. No metadata, no understanding of how your org actually works. Your team gets a data dump, not an AI-enriched CRM answer. Copilot adoption dies.

"All of them need me to send data outside of Salesforce. I'm not a big fan of that at all."- CTO, Enterprise Debt Collection
There has to be a better way. There is.
Today

Two disconnected systems. Every document hand-assembled. Every insight manually stitched. Your rep is the integration layer.

→
Turn On GPTfy Copilot

Agentic AI runs inside Salesforce with full org context. Delivers enriched, contextual CRM answers to Copilot. Your infrastructure, your permissions.

→
Result

Get the complete picture inside Copilot. Build account plans in minutes. Always current. Reps don't have to leave Microsoft 365.

How It Works
Go live in days
Install from AppSource

Deploy the GPTfy Copilot agent to your M365 tenant

Authenticate

Microsoft Entra ID pass-through to Salesforce SSO

Enforce Permissions

Salesforce profiles, sharing rules, and FLS apply automatically

W X P T O
Query and Create

Ask Copilot about CRM data. Generate Account Plans and Docs.

GPTfy Copilot By The Numbers
Dual
Certified: AppSource + AppExchange
0
GPTfy Servers Touch Your Data
5
Microsoft Apps Connected
3-tier
Customer-Controlled Architecture
Get the complete picture - right inside the apps your team already uses.
Three-tier customer-controlled architecture. Full Microsoft 365 integration. Go live in days.
What changes when Salesforce and Copilot actually talk
1

Turn Live CRM Data Into Proposals, Forecasts & Decks

The 3-hour deck becomes a 5-minute prompt. Live data, not last week's export.
  • Word Proposals Pull account data, deal history, and pricing into proposals without opening Salesforce
  • Excel Forecasts Build pipeline forecasts from real-time data - not a stale CSV
  • PowerPoint Decks QBR decks with live opportunity trends. No more manual slides.
Sales Leaders · Service Leaders · RevOps
Explore Microsoft Solutions →
2

Secure Your Data. No Free-for-All Access.

Your intern shouldn't see your VP's pipeline. With GPTfy, they can't.
  • You Control All Three Tiers Your M365 tenant, your Salesforce org, your AI provider - all three in your perimeter
  • Entra ID + SSO Microsoft Entra pass-through authentication. FLS, sharing rules, profiles enforced per user.
  • Data Masking + Audit Trail S.P.E.C. multi-layer PII/PHI masking. Security Audit Record for every AI interaction.
IT Directors · Security Teams · Compliance
Explore Zero-Trust Architecture →
3

Deploy Without Middleware

Other teams spend months wiring connectors. You install from AppSource and go live.
  • Dual Certified Passed both Microsoft AppSource and Salesforce AppExchange security reviews
  • No Middleware No Dataverse, no Power Platform connectors, no sync jobs. Nothing between Salesforce and M365.
  • Salesforce-Native Managed package runs inside your org. Your profiles, sharing rules, and FLS apply automatically - no configuration needed.
Salesforce Admins · IT Ops · Platform Teams
Explore Integrations →
"I see the biggest opportunity in Copilot speaking to Salesforce - you guys seem like a medium for that in between."
- Director of Operations, Enterprise Services
What IT and Sales Leaders Ask
FAQ
Setup
How long does deployment take?
Days, not months. Install from AppSource, authenticate your M365 tenant, and Salesforce permissions apply automatically. No Dataverse or Power Platform setup needed.
Integration
Which Microsoft apps are supported?
Word, Excel, PowerPoint, Teams, and Outlook. The GPTfy Copilot agent works across all five apps from a single install.
Security
How does GPTfy enforce Salesforce permissions?
Three-tier customer-controlled architecture: your M365 tenant, your Salesforce org, your AI provider. Every query authenticates via Microsoft Entra ID pass-through to Salesforce SSO. Profiles, sharing rules, and FLS enforced per user. No service accounts. No GPTfy infrastructure touches your data.
Compliance
Which regulatory frameworks does GPTfy support?
Customer-controlled infrastructure supports GDPR, HIPAA, SOX, FINRA, and CCPA. S.P.E.C. data masking covers PII/PHI. You choose your AI provider's region for data residency. Works with Salesforce Shield and high-assurance sessions.
Data
Where does our data go?
You control all three tiers: your M365 tenant, your Salesforce org, your AI provider. No GPTfy servers, no external caching. Only masked data reaches your AI provider. Raw data stays in Salesforce.
AI Models
Can I use my own AI models?
Yes. GPTfy supports bring-your-own-model (BYOM) architecture. Connect OpenAI, Azure OpenAI, Google Gemini, Claude, or any supported provider.
3 problems · 3 weeks · 3 wins
Get GPTfy Prove →
Paid engagement · Under five figures
You've sat through enough demos. Make us prove it.
Our forward-deployed engineers work in your org, with your data, on your real Copilot use cases. Three weeks later, your team has a working integration - not a slide deck.
"I'm a firm believer of deploying pilots and seeing the value than just looking at presentations." - CTO, Financial Services
See it run on your data
Live Salesforce data in Word, Excel, PowerPoint, Teams, and Outlook. 30 minutes. No slide deck.
Book Your Demo →
✓ Live Salesforce data in M365 ✓ Three-tier security ✓ Go live in days
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