100% Salesforce Native - Sales Cloud
Your Reps Feed the CRM All Day. When Do They Sell?
Your team spends more time logging activities, prepping reports, and researching accounts than closing deals. The AI tools you bought sit idle on incomplete data. GPTfy brings agentic AI to Sales Cloud - your models, fixed pricing, live in days.
70%
of rep time spent NOT selling
Salesforce State of Sales, 2024
80%
of sales orgs miss forecast by 10%+
Xactly Sales Forecasting Report, 2024
5,000+
minutes saved per day
with GPTfy automation
GPTfy customer outcomes
Every deal is in someone's head. Your CRM tells a different story.
Emails stay in inboxes. Call notes stay unwritten. Forecasts stay wrong. Each gap feeds the next - and your AI investment delivers guesswork instead of intelligence.
The CRM Nobody Opens.
Your forecast is built on silence.

Emails, calls, and meetings never make it into Salesforce. Pipeline reflects a fraction of reality. Forecasts miss because the data was never there. Your board sees confidence. You see gaps.

"A lot of people are not using Salesforce. If they are, they're not logging meeting notes, they're not logging activities, they're definitely not logging emails."- VP of Sales Operations, Fortune 500 Manufacturing
Five Hours Gone.
Zero Deals Closed.

Reps prep reports, build queries, research accounts, and log notes. Five hours every week that should be pipeline. The tooling gap forces them to choose between selling and data entry.

"We sell thousands of products. I don't want to have thousands of reports built and wait on those queries."- VP of Sales Operations, Enterprise Technology Distribution
You Bought AI.
Your CRM Is Empty.

Incomplete CRM data means your AI investment delivers guesswork, not intelligence. Deal coaching with no activity history. Forecasts built on stale fields. The data gap killed the AI promise.

"They should be focused on the customer more than data entry, so we are taking that out."- Sales Leader, Fortune 500 Retail Analytics
AI that fills the gaps your reps won't - so it finally works.
Before

Manual data entry. Incomplete CRM. AI tools with nothing to work with. Reps prep for hours and still walk into meetings half-briefed.

→
With GPTfy

Emails sync automatically. Voice notes log in 59 seconds. AI coaches deals, preps QBRs, and scores leads. Your CRM fills itself.

→
After

Reps sell more. Forecasts reflect reality. Data stays clean. Leadership sees the real pipeline - because the data is actually there.

How It Works
Pre-built prompts. Live in days.
Install from AppExchange

1-click, Salesforce security-reviewed managed package

BYOM
Connect Your Own AI

OpenAI, Claude, Gemini, Perplexity, or any LLM on your infrastructure

20+
Activate Pre-Built Prompts

Ready to go. Customize or create your own, no code

Go Live Everywhere

Salesforce, Email, SMS, Phone, Voice, Chat, Copilot

Real Results From GPTfy Sales Cloud Customers
5,000+
Minutes Saved / Day
75%
Less Time Per Order
91%
Lead Scoring Accuracy
Days
Not Months to Go Live
What Your Sales Team Gets with GPTfy
Use any AI model. Deploy in days. Pay a fixed price. No surprises.
Account Intelligence · Zero Admin · Predictive Pipeline
1

Walk In Briefed. Walk Out with the Deal.

Master any account in seconds. AI-driven coaching and next-best-action guidance on every deal.
  • Account 360: Full briefing across opportunities, cases, contacts, and health score in seconds
  • Deal Coach: MEDDIC gap analysis and data-driven next-best-action recommendations
  • Sentiment Tracking: AI analyzes email tone and engagement signals to flag at-risk accounts
"...they take 10 to 15 minutes to do a research on a prospect, and if you multiply that to 5 leads in a day, and then multiply that with the number of hunters to do that - I think there is something here to explore."- Sales Leader, Global Financial Data Provider
AEs · Sales Managers · CROs · BDRs
Explore AI for Sales →
2

Zero Admin. Full CRM. Every Rep.

Eliminate the grunt work. AI syncs emails, logs activities, cleans data, and generates quotes automatically.
  • Email Sync: Exchange + Gmail conversations land on the right Salesforce record with zero rep action
  • Voice to CRM: Speak notes after a call, AI logs structured activity in 59 seconds
  • Quote Generation: AI extracts order details from emails, auto-creates quotes 80% faster
"It takes them 8 minutes to enter an order. With this, it now takes 2. It's time saved. I think that's where the ROI is in my head."- Operations Leader, Global Manufacturing
AEs · SDRs · Sales Ops · CPQ Admins
Explore Email Sync →
3

Forecast What's Real. Fix What's Not.

Replace gut feel with data. ML-powered scoring, clean pipelines, and QBR prep in minutes instead of hours.
  • Lead Scoring: ML analyzes 5K-20K historical leads with 91% accuracy across 6 algorithms
  • Data Hygiene: AI detects missing fields, duplicates, and stale data - auto-suggests fixes
  • QBR Prep: AI-generated decks with account history, renewal risk, and upsell opportunities
"...what I spend probably the most time on is pipeline health and forecasting. Anything that helps improve data hygiene to improve pipeline accuracy or forecasting accuracy - those are two things that are quite time-consuming."- Sales Operations Manager, Fortune 500 Retail Analytics
Sales Ops · RevOps · Account Managers · CSMs
Explore GPTfy Predict →
"When we think about our AI strategy in general, we're looking for how we can differentiate ourselves. And I think being able to use our own data from our own Salesforce - I think that's gonna be a lot more useful to our sales reps since that's the kind of pressure that they're being put under - we have to get these to close won as quickly as possible."
- Sales Ops Director, Fortune 500 Insurance
Works Everywhere Your Reps Do
Email → Phone → GPTfy Voice → Communities Portal → Einstein Bot → WhatsApp → Slack → MS Teams → M365 Copilot → Zero-Trust Architecture → Watch Demo →
Questions From Sales Leaders, Sales Ops, and IT Directors
FAQ
Setup
How long does it take to go live?
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.
Security
Where does our sales data go?
Your data stays in your infrastructure. GPTfy is a managed package inside your Salesforce org. Only masked data is transiently sent to your AI provider via S.P.E.C. data masking. Zero GPTfy servers. Zero caching. Each AI interaction creates a Security Audit Record for full traceability.
AI Models
Can we use our own AI provider?
Yes. OpenAI, Claude, Gemini, Perplexity, DeepSeek, Llama - 15+ models on Azure, AWS, or Google Cloud. Use your existing cloud contracts. Switch models without rebuilding.
Integration
Does it work where our reps actually are?
Yes. Salesforce, Microsoft 365 Copilot, Slack, Teams, Outlook, Gmail. Email sync runs automatically. AI surfaces inside the tools reps already use - not a separate app.
Adoption
What if our reps don't use it?
Email sync runs with zero rep action. Voice to CRM takes 59 seconds. Natural language queries replace report building. Reps adopt it because it saves time, not because you mandate it.
Pricing
How does pricing work?
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.
3 problems · 3 weeks · 3 wins
Get GPTfy Prove →
Paid engagement · Under five figures
Don'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 deploying pilots and seeing the value than just looking at presentations." - CTO, Financial Services
Fixed per-user/month. Unlimited prompts. No consumption surprises. See pricing →
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