Make a House, Their Home.
Generate property recommendations, client follow-ups, and transaction analyses from your Salesforce data.
21xmore likely to qualify a lead when contacted within 5 minutes (MIT / InsideSales.com)

Your agents are losing deals to slow follow-ups
Buyers expect instant, personalized responses. Your team still sends the same template emails regardless of budget, property preference, or stage.
Average response time to new property inquiries
A serious buyer submits an inquiry and waits a full day for a generic response. By then, three competing agents have already scheduled showings with personalized messages.
“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.”
- Technical Architect, Fortune 500 Manufacturing
Build prompts with Prompt BuilderProperties sent don't match stated preferences
Agents manually cross-reference client preferences with listings across multiple tabs. They miss matches, send wrong price ranges, and waste client time on irrelevant showings.
“Saw this Freemium App and thought to give it a try. I am not disappointed. I find it better compared to SFDC AI cloud.”
- Amar Rawal, Business Analyst, Origin
Automate with Flow IntegrationDeal cycles compared to AI-assisted brokerages
Competing brokerages use AI to generate instant property summaries, personalized client emails, and transaction analyses. Every week you wait, the service gap widens and clients compare experiences.
“Really nice App. It does what it claims. Pre-packaged prompts make it easy to use.”
- Shailesh Varshney, Developer, Capgemini Australia
Accelerate deals with AI-powered sales automationAgent Productivity
Personalize Client Follow-Ups Via Prompt Builder
Tailored follow-ups based on search history, budget, and communication patterns. See the lead email generation demo.
Recommend Properties By Analyzing Client Preferences
Property recommendations matching preferences, budget, and neighborhood priorities from your CRM data. Watch deal coaching in action.
Relationship Intelligence
Track Client Satisfaction Using Activity and Sentiment Analysis
Track satisfaction and identify issues early. GPTfy analyzes sentiment across every interaction. See pre-meeting prep.
Analyze Transaction Timelines Via Opportunity Data
Highlight risk factors in transaction timelines and suggest solutions from historical patterns. Watch automated follow-ups.
Loan Officer Efficiency
Draft Client Communications Through Prompt Catalog Templates
Personalized communications addressing financing questions in plain language. See email generation in action.
Summarize Financial Documents Via AI Extraction
Extract key information from financial documents and loan applications to accelerate approvals. Bring your own AI model.
Brokerage Operations
Generate Market Reports Via Salesforce Data
Market reports covering listings, days on market, and price trends per territory. See the pre-meeting prep demo.
Monitor Team Performance Using Activity Metrics
Team activity summaries highlighting top performers and coaching opportunities. Watch deal coaching in action.
Why Leading Real Estate Companies Choose GPTfy
Save Significant Time Weekly
Real estate professionals save substantial time on routine communication, documentation, and client follow-up tasks.
Improve Deal Velocity
Agencies can measurably increase transactions through improved client engagement and faster response times.
Enhance Client Satisfaction
Personalized service and proactive communication leads to improved client satisfaction ratings.
Key Features For Real Estate
Property Insights
Generate comprehensive property summary analysis from your CRM data including market summaries, neighborhood data, and investment potential.
Client Lifecycle Management
Track client journey from initial inquiry through closing and ongoing relationship management with personalized touchpoints.
Compliance Support
Support compliance workflows with AI-assisted content review for listing descriptions and communications.
Market Analysis
Create detailed market summary reports and competitive analyses to help clients make informed decisions.
Key Takeaways
- Prompt Builder generates personalized follow-ups from search history, budget, and communication patterns
- Data Context Mapping creates property recommendations matching preferences and neighborhood priorities from CRM data
- Security Layer masks client financial data before AI execution with full audit trails for compliance
- BYOM connects to your preferred AI provider via Named Credentials at your negotiated cloud rates
- Flow integration triggers AI-generated market reports and transaction timeline alerts automatically
Frequently Asked Questions
GPTfy automates personalized follow-up emails, property match recommendations, and client communication analysis directly inside Salesforce. Agents spend less time on administrative tasks and more time building client relationships.
Yes. GPTfy uses AI to generate comprehensive property summary analysis including market summaries, neighborhood data summaries, and investment potential assessments based on the data stored in your Salesforce records.
GPTfy is AppExchange Security Reviewed and runs 100% natively inside your Salesforce org. Built-in data masking protects sensitive client financial information from reaching AI models, and BYOM lets you use your own secured AI infrastructure.
Yes. GPTfy works with standard Salesforce editions starting from Professional and does not require Data Cloud or expensive platform upgrades. It installs from AppExchange and integrates with your existing CRM setup.
Most real estate teams are live within days. GPTfy installs from AppExchange and includes pre-built prompt templates for property follow-ups, client communications, and market summaries. Your admin configures data sources for your specific objects and fields without custom development.
GPTfy automates the most time-consuming parts of lead management: generating personalized initial responses from prospect data, recommending properties based on stated preferences and budget, and drafting follow-up emails after showings. This lets agents handle more active leads without sacrificing the personalization that closes deals.
Deploy Property Intelligence in Your Org
See how you can deliver personalized property recommendations, faster transaction processing, and better client experiences - all from inside Salesforce with GPTfy AI.
Explore More Industries
Deal Coaching Demo
Watch AI coach agents on property recommendations and client strategy.
Pre-Meeting Prep Demo
See auto-generated briefings with property and client history.
Pre-Meeting Preparation
Auto-generated briefings with property and client history.
GPTfy vs Other AI Clouds
Compare architecture, pricing, and security across Salesforce AI options.
AI for Sales
AI solutions for Salesforce Sales Cloud.
Financial Services
AI for financial services and wealth management.
100% Salesforce Native, AppExchange Security Approved
Unlike other AI solutions that send your real estate data to external systems, GPTfy runs in your Salesforce Org, maintaining the highest levels of security and compliance for sensitive information.
