GPTfy is an online platform that integrates AI-driven automation into Salesforce to enhance sales and support processes, enabling teams to streamline workflows and reduce manual tasks. By ensuring data security and privacy compliance, GPTfy allows organizations to leverage AI without compromising their infrastructure or data integrity.
Funding
Funding not disclosed
Founders
Product
Problem
Salesforce users often struggle with time-consuming manual tasks, data silos, and the complexity of integrating external AI solutions, hindering productivity and increasing security risks. Many organizations are also hesitant to adopt AI due to concerns about data privacy and compliance with regulations like GDPR and HIPAA.
Solution
GPTfy is a 100% native AI platform for Salesforce that enables organizations to automate sales and support processes while maintaining enterprise-grade security and compliance. The platform allows users to bring their own AI models (BYOM) from providers like Azure, AWS, and Google, integrating them directly within their existing Salesforce infrastructure. GPTfy's no-code deployment and intuitive interface allow for rapid implementation, reducing administrative burdens and empowering sales and service teams to focus on core objectives. By keeping data within the Salesforce environment and leveraging existing security models, GPTfy minimizes data exposure and ensures compliance with industry regulations.
Target Audience
GPTfy targets sales leaders, service leaders, technical directors, and IT admins within organizations using Salesforce, particularly those in financial services, healthcare, insurance, high-tech, real estate, and higher education.
Features
- Native Salesforce application, eliminating the need for Data Cloud or Agentforce
- Bring Your Own Model (BYOM) capability, allowing integration with existing AI infrastructure (Azure, AWS, Google, Anthropic)
- No-code prompt builder for creating custom AI workflows
- GPTfy Voice: voice-to-text functionality for hands-free CRM updates
- AI-powered email drafting and case summarization
- Integration with Einstein Chatbot and Salesforce Communities
- Multi-layered PII protection and compliance with GDPR, FINRA, and HIPAA
- Integration with Gmail and Outlook
- File analysis capabilities
- Flow & Apex Integration
- External Object Integration
- API Data Sources
- Retrieval Augmented Generation (RAG)