GPTfy

• Fully native integration with Salesforce (no external data-flow required)
• Bring Your Own Model (BYOM) support: integrate custom AI/LLMs
• Voice-to-CRM updates and automated meeting-notes capture
• Intelligent document/file analysis (PDFs, Word, PowerPoint)
• Prompt builder for designing and testing customized AI behaviors
• Retrieval-Augmented Generation (RAG) for knowledge-driven responses
• Granular access control: user, profile, object and field-level permissions
• Data masking, PII/PHI protection and full audit-trail for compliance
• Integration with external objects, APIs, email (Gmail/Outlook) for enriched workflows
• Rapid deployment: designed to go live in days or weeks rather than months

GPTfy is a powerful generative-AI platform designed specifically for organisations using Salesforce. It embeds AI workflows directly into your Salesforce org, giving you full control over your data, models and system architecture. With GPTfy there’s no need to send sensitive data to external AI clouds; instead the tool works within your existing Salesforce infrastructure, ensuring data sovereignty and enterprise-grade security.
The platform enables a range of capabilities: from converting voice commands into structured CRM updates, to analysing documents such as contracts or support logs and extracting actionable insights. It supports multistep workflow automation, intelligent decision-making, and customisation via a prompt builder so you can shape AI output according to business rules and brand voice.
Security and compliance lie at the heart of GPTfy: features such as data-masking, multi-layered audit trails, and granular access controls ensure it meets the regulatory demands of sensitive industries (such as finance or healthcare). Enterprises can integrate their own AI models and maintain full model control, while administrators define who can access what and when.
Because GPTfy is built to live inside Salesforce, its deployment can be fast—weeks instead of months—enabling sales, service or support teams to become AI-enabled quickly with minimal disruption. In short, GPTfy offers a robust, secure and deeply integrated solution for organisations looking to harness generative AI in their CRM workflows while preserving control, compliance and flexibility.