GPTfy
Autonomous AI Agents | Voice, Email and Chat
By Cloud Compliance / GPTfyAgent Productivity
- Rating
- 4.9
- Reviews
- 18
- Pricing
- Paid
- From $20 per user per month
- Listed since
- 2023
About GPTfy
The Agentforce alternative: Secure, autonomous agents using your own AI.
Transform Salesforce with GPTfy: The Native App for Autonomous AI
GPTfy is a powerful 100% native, declarative AI platform that lets you use your own AI and talk to your CRM. GPTfy lets you scale without consumption-based costs.
Talk to Your CRM: Query, update, and create records or trigger workflows using simple voice or text commands to drive higher user engagement.
Multi-LLM & Gateway Flexibility: Securely use your own OpenAI, Gemini, Anthropic, Mistral, Llama, or AI Gateways. Switch providers in clicks to optimize cost without rebuilding agents.
AI-Powered Email Sync: Sync emails while protecting privacy. GPTfy strips sensitive PII to ensure GDPR compliance and data hygiene before information enters your CRM.
Declarative No-Code Builder: Build agents in minutes. Use our Prompt Builder and RAG Sync to ground AI in Salesforce Knowledge and CRM data with point-and-click configuration.
Enterprise Security: Maintain 100% data sovereignty. Our native architecture ensures CRM data stays in your system and is never used for model training.
Note: GPTfy does not need Agentforce or Data Cloud.
Highlights
- ✅ Multi-AI Agent Integration – Natively connect ChatGPT, Claude, Gemini, and MS Copilot inside Salesforce. Use each model for its strengths—content, analysis, multimodal, or Office 365—while keeping everything secure.
- ✅ 85% Less Admin Work – Replace 15-minute call logs with 59-second voice notes. AI Agents instantly create tasks, summaries, and updates, freeing your team to focus on selling, not typing.
- ✅ 38% Faster Sales Cycles – Close deals faster with AI-driven automation. Generate tailored emails, proposals, and account insights using ChatGPT, Claude, or Gemini to keep momentum and accelerate revenue.
- ✅ 100% Native, No Data Cloud – Deploy AI Agents directly in Salesforce without costly add-ons. Unlock enterprise AI with full functionality, lower spend, and uncompromised security.
- ✅ Enterprise-Grade Security – FINRA, HIPAA, and GDPR compliant AI with complete audit trails. Keep sensitive ChatGPT, Claude, Gemini, and Copilot interactions fully protected within Salesforce.
- ✅ $7.5M Verified Savings – Proven ROI: 1,200+ sales pros save millions annually with AI automation. Less admin, faster sales cycles, and measurable impact across revenue teams.
- ✅ No-Code AI Agent Builder – Build prompts for ChatGPT, Claude, or Gemini with point-and-click ease. Map data, version-control workflows, and launch in hours—90% faster than coding.
- ✅ Smarter Einstein Bots – Enhance Einstein Chatbots with ChatGPT, Claude, and Gemini. Handle complex questions, deliver personalized answers, and elevate customer experiences instantly.
- ✅ Copilot + Salesforce Together – Access Salesforce data directly in Copilot, Teams, Word, and PowerPoint. Reduce context switching by 85% and boost productivity by 72% with AI Agents.
Screenshots
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Pricing
Paid, from $20 per user per month.
| Plan | Price | Billed |
|---|---|---|
| PRO | $20 per user | Monthly |
| Enterprise | $30 per user | Monthly |
Learn more about our PRO and Enterprise versions here: https://gptfy.ai/pricing/
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Experience Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on May 9, 2023
- Industries
- Financial Services
- High Tech
- Professional Services
- Languages
- English
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