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GPTfy

Paid

The Salesforce-Native Alternative to Agentforce

CRMPaid
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Starting Price
$20/mo
Type
Saas
Company
GPTfy
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About GPTfy

GPTfy integrates AI into Salesforce, allowing sales and support teams to streamline workflows and improve efficiency. It enhances Salesforce clouds strategy by connecting Sales Cloud, Service Cloud, and Financial Services Cloud with AI tools. GPTfy automates grunt work in sales and support, integrates AI models, and ensures data privacy with robust security.

How to Use

GPTfy can be used by connecting it to your Salesforce org. It offers features like prompt builder, flow & apex integration, and external object integration. Users can customize prompts to control AI behavior and automate AI processes.

Key Features

  • AI integration into Salesforce
  • BYOM (Bring Your Own Model)
  • RAG (Retrieval-Augmented Generation)
  • Prompt Builder
  • Flow & Apex Integration
  • External Object Integration
  • API Data Sources
  • Security Layer

Use Cases

  • Automate case deflection in Experience Cloud
  • Create RFP drafts
  • Translate content
  • Use AI to find smart solutions for customer problems
  • Case Resolution
  • Account 360

Key Features

AI integration into Salesforce
BYOM (Bring Your Own Model)
RAG (Retrieval-Augmented Generation)
Prompt Builder
Flow & Apex Integration
External Object Integration
API Data Sources
Security Layer

Pros & Cons

Pros
  • 100% Salesforce-native – deploys as one managed package from AppExchange
  • Predictable per-user pricing with unlimited prompts, no per-token charges
  • BYOM allows use of existing cloud AI credits (Azure, AWS, GCP)
  • Security-first: HIPAA/GDPR ready, data masking, audit trail included in all plans
  • Fast deployment – live in days or weeks, with 1-click install
  • Captures 98% of sales activity automatically via email sync
  • Integrates with major LLMs: OpenAI, Claude, Gemini, Perplexity
  • Over 100 pre-built prompts and a powerful Prompt Builder
Cons
  • Pro plan requires a minimum of 100 users, limiting small team adoption
  • Advanced features like Voice, Einstein Bot + AI, and Microsoft Copilot are add-ons with extra cost
  • Purely Salesforce-dependent – no standalone version for non-Salesforce users
  • Free trial is not self-service; only personalized demos are offered

Best For

Automate case deflection in Experience CloudCreate RFP draftsTranslate contentUse AI to find smart solutions for customer problemsCase ResolutionAccount 360

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FAQ

Does GPTfy offer a free trial?
GPTfy offers personalized demos where you can see the platform in action with your own Salesforce data. Contact the sales team through the Book a Demo page to discuss a trial that fits your organization's needs.
How does GPTfy pricing compare to usage-based AI solutions?
GPTfy uses predictable per-user-per-month pricing with unlimited prompt usage, unlike usage-based AI solutions that charge per interaction. This means no budget surprises regardless of how much your team uses AI.
What is included in the GPTfy Pro plan?
The Pro plan at $20/user/month includes unlimited AI prompts, the Prompt Builder, Security/Trust Layer with data masking, data retention controls, premium support, and the Outlook/Gmail plugin. A minimum of 100 users is required.
How many AI features does GPTfy include?
GPTfy includes 14+ AI features covering chatbots, voice automation, file analysis, email integration, security, RAG, prompt builder, BYOM, ML recommendations, and more. All features are Salesforce-native and deploy through a single managed package.
Do I need to install each feature separately?
No. GPTfy installs as one managed package from Salesforce AppExchange. All features are available immediately. Your admin controls which features are enabled for each user profile through standard Salesforce permission sets.
Can I use my own AI model with GPTfy?
Yes. GPTfy supports BYOM (Bring Your Own Model). Connect OpenAI, Claude, Gemini, Perplexity, or any LLM. AI model costs go to your existing cloud contract.