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

Transform Sales Call Documentation

Convert hours of admin work into automated seconds using voice

Effortless Sales Call Documentation Solution

Operations ROI demonstration

Record detailed voice notes instantly anywhere

Capture complete call details in 45 seconds using voice

Automated Salesforce activity creation and tracking

AI generates structured summaries and action items automatically

Enterprise Security and Data Compliance

Your data stays within Salesforce environment

PII masking ensures compliance while maintaining AI functionality

Choose from multiple AI model options

Azure OpenAI, Anthropic Claude, Google Gemini integration available

usecase section

Sales Team Productivity and Management Enhancement

Operations ROI demonstration

Eliminate sales rep administrative burden completely

Reps spend more time selling, less typing notes

Complete team visibility and activity tracking

Managers access detailed call intelligence and follow-up items

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.