GPTfy

GPTfy is a CRM & Deal Management tool that deploys agentic AI models within Salesforce. It offers fixed pricing and integrates with various AI providers to automate tasks and reduce CRM data entry.

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At a glance

Pricing

Paid · Enterprise

Free tier

API

Skill level

Technical

About

What is GPTfy?

GPTfy is an enterprise-grade AI platform designed to integrate seamlessly with Salesforce, allowing businesses to deploy agentic AI models with fixed pricing and rapid implementation. It addresses the 'CRM tax' by automating data entry, report generation, and account research, freeing up sales representatives to focus on customer engagement. The platform supports a 'Bring Your Own Model' (BYOM) architecture, enabling users to connect with over 15 AI models from providers like OpenAI, Claude, Gemini, and Llama on their existing cloud infrastructure (Azure, AWS, Google Cloud). GPTfy ensures data security with a 4-layer masking system and offers 20+ pre-built prompts, unlimited usage, and no consumption billing, making AI adoption predictable and cost-effective within Salesforce.

Best used for

Ideal for sales reps and product managers who need to automate CRM data entry, generate reports, and research accounts directly within Salesforce. Especially valuable for organizations looking to deploy agentic AI with their own models and ensure data security through advanced masking.

Common actions

automate CRM tasks

integrate AI models

enhance sales productivity

secure data processing

Capabilities

Key features

Salesforce-native AI deployment
Bring Your Own Model (BYOM)
4-layer data masking
20+ pre-built prompts
Unlimited prompt usage
Fixed per-user pricing
Full audit trails

Target Audience

sales repproduct managerstartup founder

Integrations

salesforceoutlookgmailmicrosoft-teamsslack

Pricing & Plans

Paid · Enterprise

Not publicly disclosed. Check gptfy.ai for current pricing.

FAQs

What is the minimum user requirement for GPTfy plans?

GPTfy requires a minimum commitment of 100 users for all its plans, including Pro, Enterprise, and Unlimited. This ensures that the platform is adopted by teams ready to leverage its full capabilities across their Salesforce operations.

Can I use my own AI models with GPTfy?

Yes, GPTfy supports a 'Bring Your Own Model' (BYOM) architecture. You can connect over 15 AI models from providers like OpenAI, Claude, Gemini, and Llama, utilizing your existing cloud contracts on Azure, AWS, or Google Cloud.

How does GPTfy handle data security within Salesforce?

GPTfy implements a robust 4-layer data masking system before data reaches the AI provider. This includes field-level security, regex detection for sensitive information, admin-configured blocklists, and custom Apex enforcement, ensuring raw data never leaves Salesforce.

How does GPTfy's pricing compare to usage-based AI solutions?

GPTfy offers predictable fixed per-user-per-month pricing with unlimited prompt usage, eliminating per-conversation charges or credit consumption. This contrasts with usage-based AI solutions, providing budget certainty regardless of AI interaction volume.

Does GPTfy offer a free trial?

GPTfy does not offer a free trial. Instead, they provide personalized demos where you can see the platform in action with your own Salesforce data. You can contact their sales team to discuss a trial that fits your organization's specific needs.

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