GPTfy Review
GPTfy helps Salesforce users, including Sales, Service, Financial Services, and Health Cloud teams, automate tasks and streamline workflows with AI.
It accomplishes this by integrating Gen AI into Salesforce clouds and industries, offering features like Einstein Chatbot augmentation, voice note conversion, community integration, and file analysis, all while ensuring data security.
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GPTfy
GPTfyGPTfy Core Capabilities
100% Salesforce native
Works with Microsoft Copilot
Granular AI access control
Links
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Pricing
From$20.00/mo
BillingPer seat
TrialAvailable
Who is GPTfy for?
Mid-market
Enterprise
Is GPTfy easy to use?
Featured
Cobl
Proposals that win, built from your real sales context.
Connectors / Files
Memory & Knowledge reuse
Style extractor
Starting at $29Learn More
What are GPTfy alternatives?
What is GPTfy
GPTfy is a 100% Salesforce native AI platform designed to bring powerful automation to sales teams directly within their CRM. It works seamlessly with Microsoft Copilot and doesn’t require additional tools like Agentforce or DataCloud. GPTfy stands out by letting businesses use their own AI models with full control over data security and compliance, making it perfect for companies needing strong data governance.
The tool shines in automating sales and service tasks such as call logging, case summarization, and deal coaching, helping reps save time and boost productivity. Users can go live in weeks, not months, seeing immediate benefits from AI-driven improvements in workflows and decision-making.
GPTfy integrates smoothly into the Salesforce ecosystem as a native app that enhances CRM functionality with AI features. It is ideal for companies wanting AI-powered automation within Salesforce but is not meant for standalone AI modeling or external data enrichment beyond the Salesforce environment. Pricing starts at $20 per user per month with a minimum of 100 users, aligning well with mid-to-large enterprises.
Ideal Customer Profile
GPTfy is recommended for Salesforce users who want to boost productivity and automate tasks quickly using AI. Trusted by brands like Motorola and Innolake, it works natively on Salesforce and supports Microsoft Copilot without extra tools.
Mid-market
Enterprise
Key Features
100% Salesforce native
Works with Microsoft Copilot
Granular AI access control
Data sovereignty and compliance
Secure AppExchange approved
AI automation accelerates productivity
Pricing
Starting price$20.00
TrialAvailable
How simple is GPTfy setup?
Complexity
Complexity
GPTfy requires planning and coordination with your Salesforce and IT teams to define data security controls and customize AI access settings. Implementation involves installing the app, configuring user permissions, and fine-tuning AI workflows over several days.
Frequently Asked Questions
How to use GPTfy?
Configure GPTfy on Salesforce objects with no code, then automate workflows to boost productivity and AI insights within your Salesforce org.
How much is GPTfy?
GPTfy starts at $20 per user per month with a minimum of 100 users; add-ons like GPTfy Voice cost an additional $5 per user per month.
Why choose GPTfy?
Choose GPTfy for 100% Salesforce native AI, secure data control, no Agentforce needed, and seamless Microsoft Copilot integration.
How does GPTfy work?
GPTfy runs on your AI models hosted in Azure, AWS, or GCP, ensuring data stays secure in your environment with granular access control.
Is GPTfy free?
No, GPTfy is a paid product starting at $20/user/month with a paid POC option to test before purchasing.
Is GPTfy a partner?
Yes, GPTfy partners with Salesforce and Microsoft, supporting native integrations like MS Copilot and adhering to AppExchange Security protocols.
How to learn GPTfy?
Learn GPTfy via their demo videos, guides, webinars, and by booking a demo or paid POC to explore features hands-on.
What are GPTfy alternatives?
Alternatives include generic AI platforms but GPTfy is unique for fixed-price, Salesforce-native BYOM AI Agent solutions.
What are GPTfy reviews?
Customers praise GPTfy for easy no-code configuration, saving over 15 hours/month per rep, and accelerating productivity.
Does GPTfy have an API?
Yes, GPTfy offers API Data Sources and AI integration options for automation and mass processing in Enterprise plans.
Does GPTfy have a trial or a demo?
Yes, GPTfy offers a paid Proof of Concept and demos to test capabilities before commitment.
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