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GPTfy - Salesforce Native AI Platform

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)

Real Estate hero image

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.

24+ Hours

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 Builder
60% Mismatch

Properties 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 Integration
2x Slower

Deal 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 automation

Agent 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.

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.