When Do They Sell?
Your reps feed the CRM all day. GPTfy brings agentic AI to Sales Cloud - voice-to-CRM, email sync, deal coaching, account 360. Your models, fixed pricing, live in days.
70%of rep time spent NOT selling (Salesforce, State of Sales)
Every deal is in someone's head. Your CRM tells a different story
Emails stay in inboxes. Call notes stay unwritten. Forecasts stay wrong. Each gap feeds the next - and your AI investment delivers guesswork instead of intelligence.
Your forecast is built on silence
Emails, calls, and meetings never make it into Salesforce. Pipeline reflects a fraction of reality. Your board sees confidence. You see gaps.
“A lot of people are not using Salesforce. If they are, they're not logging meeting notes, they're not logging activities, they're definitely not logging emails.”
VP of Sales Operations, Fortune 500 Manufacturing
Sync email with Email SyncZero deals closed
Reps prep reports, research accounts, and log notes. Five hours every week that should be pipeline. The tooling gap forces them to choose between selling and data entry.
“We sell thousands of products. I don't want to have thousands of reports built and wait on those queries.”
VP of Sales Operations, Enterprise Technology Distribution
Capture notes with Voice to CRMYour CRM is empty
Incomplete CRM data means your AI investment delivers guesswork, not intelligence. Deal coaching with no activity history. Forecasts built on stale fields.
“They should be focused on the customer more than data entry, so we are taking that out.”
Sales Leader, Fortune 500 Retail Analytics
Coach reps with Deal Coaching DemoBrief Any Account Instantly
Full Account Intelligence via Data Context Mapping
AI assembles pipeline, cases, contacts, and health scores from your Salesforce data in seconds. See the pre-meeting prep demo.
50-75 Minutes Recovered Per Rep, Every Day
AI surfaces renewal risk and upsell opportunities across accounts. Reps show up prepared. Watch the ROI dashboard demo.
Sync Emails Automatically
Every Email Lands on the Correct Record via AI Connection
Every Outlook and Gmail email auto-lands on the right Salesforce record. AI creates contacts, tracks commitments. Zero rep action.
Speak Notes, Log in 59 Seconds
Speak notes post-call. AI transcribes and logs structured activity. See how reps automate follow-ups instantly.
Score Deals with AI
Data-Driven Deal Coaching Through Prompt Builder Templates
AI recommends next best action with MEDDIC gap analysis. Managers coach with data, not anecdotes, via Prompt Builder.
Predict Leads with 91% Accuracy
The ML engine scores leads using 6 algorithms. See deal risk detection in action.
Why Leading Companies Choose GPTfy for Sales Cloud
5+ Hours Back Per Rep/Week
AI syncs emails, logs activities, and generates quotes automatically. See how in the follow-up automation demo.
23% Higher Win Rates
AI-powered deal coaching with MEDDIC gap analysis and next-best-action recommendations. Data-driven coaching that closes more deals.
Meet Reps Where They Work
Salesforce, Microsoft 365 Copilot, Slack, Teams, Outlook, Gmail. Email sync runs automatically. AI surfaces inside the tools reps already use - not a separate app.
Key Takeaways
- Data Context Mapping assembles pipeline, cases, contacts, and health scores into account briefs in seconds
- Gmail and Outlook plugin auto-logs every email to the correct Salesforce record via AI matching
- Voice-to-CRM records and transcribes call notes into structured Salesforce activities in 59 seconds
- BYOM connects 15+ models via Named Credentials using your existing cloud contracts and pricing
- Security Layer masks PII before AI execution with full audit trails logged in Security Audit Record
- Fixed per-user/month pricing with unlimited prompts eliminates per-conversation billing surprises
Frequently Asked Questions
GPTfy ships with 20+ pre-built prompts that activate in less than a day. Full deployment including email sync, custom prompts, and AI model tuning takes up to three weeks.
Only masked data is transiently sent to your AI provider via Named Credentials - raw data never leaves your infrastructure. GPTfy is a managed package inside your Salesforce org. Zero GPTfy servers. Zero caching.
Yes. OpenAI, Claude, Gemini, Perplexity, DeepSeek, Llama - 15+ models on Azure, AWS, or Google Cloud. Use your existing cloud contracts and negotiated pricing. Switch models without rebuilding.
GPTfy meets reps where they already work - Salesforce, Outlook, Teams, Slack, Copilot. Email sync runs automatically with zero rep action. AI surfaces inside the tools they already use, not a separate app.
GPTfy's Gmail and Outlook plugin automatically logs every email to the correct Salesforce record using AI matching. It creates contacts, detects sentiment, tracks commitments, and drafts AI-powered follow-ups. Zero manual action required from reps, which means CRM data stays complete without adding to their workload.
GPTfy includes a built-in ROI Dashboard that tracks time saved per rep, prompt usage by team, AI-generated outputs, and adoption rates. Managers see exactly how much admin time is reclaimed and correlate it with pipeline activity and win rate changes.
See AI Sales Briefs Live
30 minutes. Your data. Your sales use cases. No commitment required. See GPTfy work where your team actually works - Salesforce, Teams, Slack, Copilot.
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Fortune 500 company achieves 22.5K+ monthly automated chats in 76 days.
Case Study: 16x ROI
Global firm achieves $4.3M in annual savings across 800 sales users.
Demo: Deal Risk Detection
Watch AI flag at-risk deals before they stall
Demo: Call Transcript Insights
See AI extract action items from call recordings
100% Salesforce Native, AppExchange Security Approved
GPTfy runs fully inside your Salesforce org, protecting sensitive data with multi-layered PII safeguards and ensuring compliance with GDPR, FINRA, HIPAA, and more.