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No Data Cloud / Agentforce Required
Available on AppExchangeAvailable on Microsoft AppSource

AI-Powered Customer Renewal Intelligence

Transform scattered Salesforce data into unified renewal insights instantly

Stop Flying Blind on Renewals

Operations ROI demonstration

Multiple screens kill renewal momentum

Sales teams waste time checking five different Salesforce screens per account decision.

Get complete customer view instantly

GPTfy's Account 360 unifies all customer data in one AI-powered dashboard.

AI Analyzes Every Customer Signal

Sentiment analysis from case comments

AI detects customer satisfaction levels and potential churn risks automatically.

Objections identified from meeting notes

Get recommended next actions based on complete activity history analysis.

usecase section

Enterprise-Grade Security and Flexibility

Operations ROI demonstration

PII masked before AI processing

Your sensitive data stays secure in Salesforce with automated anonymization.

Choose any AI model available

Works with OpenAI, Claude, Gemini, and custom prompt builder templates.

Ready to Accelerate Your Tech Business?

Book 45 mins. Discuss your use cases.

100% Salesforce Native, Enterprise-Grade Security

Unlike other AI solutions that send your customer and product data to external systems, GPTfy runs in your Salesforce Org, maintaining the highest levels of security and protecting your intellectual property.