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GPTfy - Salesforce Native AI Platform

Speak, Automate, Accelerate.

Convert 15-minute call logging into 59-second voice notes through Salesforce-native AI processing using the managed package

60%

of sales activity never gets logged, with reps skipping call notes to get back to selling (GPTfy Platform Datasheet)

Call Notes Never Make It Into Your CRM

Sales teams lose critical conversation details because manual logging takes too long and happens too late

15 Minutes

Per Call Logging Session

Reps spend 15+ minutes after each call typing notes, action items, and next steps into multiple Salesforce fields manually

GPTfy has completely changed the way I work on Salesforce. The voice control feature makes it super easy to use. Compared to Agentforce, GPTfy feels smoother and more intuitive.

- Shantanu Ealiya, Salesforce Developer, TCS

Automate with automated task creation
Hours Later

When Reps Finally Log

Reps lose critical conversation details by the time they sit down to log calls hours after the meeting, losing valuable customer intelligence

Really nice App. It does what it claims. Pre-packaged prompts make it easy to use.

- Shailesh Varshney, Developer, Capgemini Australia

Secure this with secure AI processing
3.5 Hours

Lost Per Rep Weekly

Manual call logging burden costs each sales rep 3.5 hours per week in administrative overhead that could be spent on revenue-generating activities

Liked 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

Accelerate deals with AI-powered voice intelligence

Sales Teams Stop Losing Intelligence

59-Second Logging via Voice

Record a voice note; get structured summaries and action items instantly. Watch it live in the voice call log demo.

Tasks Created Through AI

AI extracts follow-ups and creates Salesforce tasks automatically. See the voice CRM update demo in action.

Operations Leaders Quantify ROI

3x Faster Logging via Automation

Auto-generate follow-up tasks from voice notes, 3x faster than manual logging for sales teams.

Measurable Savings Through Processing

Reduced logging time and improved CRM data quality with native processing inside the Security Layer.

Technical Directors Secure Voice

Native Processing via Security Layer

Voice data stays in Salesforce with PII masking for FINRA, HIPAA, and GDPR compliance. Watch the security walkthrough.

Deploy in Hours via AI Connections

Zero external integrations required. Connect your preferred AI model and start processing voice notes today.

Native Processing via Security Layer

Why Choose GPTfy Voice

3x Faster Call Logging

Log calls 3x faster with AI-assisted voice documentation through voice intelligence within your secure Salesforce environment.

Improved Follow-Up Consistency

Sales teams never miss action items with automated voice-to-task generation. See the voice CRM update demo.

100% Data Sovereignty

Complete enterprise security with voice processing occurring entirely within your Salesforce instance using native architecture.

Powerful Capabilities

Voice Transcription

Convert voice recordings to accurate transcripts using your choice of AI models through secured infrastructure connections.

Intelligent Summaries

AI extracts key conversation points and action items from voice recordings, creating structured Salesforce activities through Flow automation.

Native Security

Voice data processing occurs within Salesforce environment ensuring complete compliance with enterprise security protocols.

Three-Step Process

Record voice notes, process through your AI infrastructure, and automatically create structured Salesforce records.

Key Takeaways

  • Record 30-60 second voice notes directly in Salesforce and get structured summaries with action items instantly.
  • AI extracts follow-up tasks from voice transcriptions and creates Salesforce task records automatically.
  • Voice recordings are stored as audio files on the Salesforce record. GPTfy does not retain a copy.
  • Security Layer applies PII masking to transcribed content before it reaches the AI model via Named Credentials.
  • Supports multilingual transcription through your chosen AI model via AI Connections for global sales teams.

Frequently Asked Questions

GPTfy Voice maintains 100% data sovereignty by processing all voice data entirely within your Salesforce environment. This ensures compliance with FINRA, HIPAA, and GDPR requirements as no voice data ever leaves your secured infrastructure. The system uses your existing Salesforce security protocols and infrastructure for complete production-ready protection.

GPTfy Voice can be deployed in hours, not months. The solution requires zero external integrations or security reviews as it uses your existing secured infrastructure connections. You can choose your preferred AI models and start processing voice notes immediately within your Salesforce environment.

GPTfy Voice converts 15-minute call logging into 59-second voice notes, enabling 3x faster call logging. The system automatically generates structured summaries with action items and creates Salesforce tasks without manual intervention, improving follow-up consistency and CRM data quality for sales teams. Watch the voice call log demo at /resources/demo/voice-call-log and voice CRM update demo at /resources/demo/voice-crm-update.

GPTfy Voice works natively within your Salesforce environment and can trigger Salesforce Flows based on voice note transcriptions. When the AI extracts action items or identifies specific keywords, it can invoke Flow actions such as creating follow-up tasks, updating opportunity stages, or notifying team members. This is configured through the Prompt Builder and Flow Integration without writing Apex code.

GPTfy Voice scales across your entire Salesforce org without additional infrastructure. Profile-based visibility controls in the Prompt Builder let administrators define which teams and roles have access to specific voice prompt configurations. The system supports multilingual transcription through your chosen AI model via AI Connections, enabling global teams to record in their preferred language.

Voice recordings are stored as audio files directly on the Salesforce record where the note was created, giving your organization full ownership within its secured Salesforce infrastructure — GPTfy does not retain a copy. The recording is then processed by your chosen AI model through the Security Layer, and the structured output (summary, action items, extracted details) is logged on the same record. GPTfy may also extract information to create follow-up tasks automatically. All processing is captured in AI_Response__c records for compliance reporting and full audit trails.

See Voice Transcription in Action

Experience enterprise voice intelligence with complete security through native Salesforce processing using your AI infrastructure.