Average Ratings 9 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

GPTfy is an Agentforce alternative built 100% natively on Salesforce, fully declarative for organizations looking for an enterprise grade AI platform. It enables businesses to build, deploy, and manage autonomous AI agents without relying on external servers or disconnected tools. Designed for enterprises that prioritize governance, flexibility, and speed, GPTfy helps organizations scale Agentic AI adoption securely while maintaining full visibility and control. GPTfy combines BYOM flexibility, prompt-driven automation, AI agents, and deep Salesforce integration in one unified platform. Teams can converse with Salesforce to log emails, update records, generate intelligent responses, summarize data, automate workflows, execute CRUD operations, and leverage RAG-based knowledge retrieval directly within Salesforce. The platform also supports voice and telephony workflows, file analysis, dashboards, audit controls, and observability features for enterprise use cases across sales, service, compliance, and operations. GPTfy transforms emails, meetings, calls, documents, and CRM activities into actionable insights. Teams can identify pipeline risks, uncover customer sentiment, surface next-best-actions, and improve productivity directly inside Salesforce and Microsoft Copilot. AI agents can also automate customer support by resolving cases, logging root causes, creating knowledge articles, and deflecting support requests through 24/7 AI-powered engagement.

Description

Salesforce Agentforce Health is a comprehensive healthcare CRM designed to unify patient, provider, and operational data in one secure platform. Built on Salesforce’s deeply integrated architecture, it includes healthcare-specific workflows, compliance controls, and interoperability capabilities. The solution combines clinical and non-clinical data to deliver a 360-degree view of patients and members. AI-powered agents assist teams by summarizing records, automating document processing, and recommending next steps. Contact center teams gain real-time access to EHR data, eligibility details, and claims information to improve service speed and personalization. Care management tools enable coordinated, whole-person care with configurable care plans. Intelligent document automation reduces manual intake and accelerates case creation. Data 360 for Health enhances contextual insights across every touchpoint. Integration with MuleSoft, Slack, Marketing Cloud, and Service Cloud extends collaboration and engagement capabilities. Agentforce Health enables healthcare organizations to modernize operations, improve outcomes, and scale patient-centric care efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
CareBridge No 
ChatGPT Yes 
Claude Yes 
Concord Cloud Fax No 
Consensus Harmony No 
ElevenLabs Yes 
Inspire Planner No 
Microsoft Copilot Yes 
Perplexity Yes 
PhoneIQ No 
Provar No 
Salesforce Agentforce No 
Salesforce Agentforce Life Sciences No 
Slack Yes 
Snowflake Yes 
Twilio Yes 
WhatsApp Yes 
Wufoo No 

Integrations

Salesforce Yes 
CareBridge Yes 
ChatGPT No 
Claude No 
Concord Cloud Fax Yes 
Consensus Harmony Yes 
ElevenLabs No 
Inspire Planner Yes 
Microsoft Copilot No 
Perplexity No 
PhoneIQ Yes 
Provar Yes 
Salesforce Agentforce Yes 
Salesforce Agentforce Life Sciences Yes 
Slack No 
Snowflake No 
Twilio No 
WhatsApp No 
Wufoo Yes 

Pricing Details

$20 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

GPTfy

Founded

2023

Country

United States

Website

gptfy.ai/

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/healthcare/cloud/

Product Features

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications Yes 
Patient Management Yes 
Physician Management No 
Predictive Analytics No 

Hospital Management

Accounting Integration Yes 
Appointment Management No 
Appointment Scheduling Yes 
Bed Management No 
Billing & Invoicing No 
Claims Management No 
In-Patient Management No 
Inventory Management No 
Medical Billing Yes 
Out-Patient Management No 
Patient Records Management Yes 
Physician Management No 
Policy Management No 
Revenue Management No 

Patient Case Management

Activity Tracking Yes 
Assessment Notes No 
Billing & Invoicing No 
Calendar Management No 
Candidate Identification No 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant Yes 
Medical History Records No 
Patient Records No 
Referral Management No 
Treatment Planning No 

Patient Management

Admissions Management No 
Bed Management No 
Discharge Management No 
Historical Reporting No 
Patient Flow Management No 
Patient Location Tracking No 
Patient Monitoring Yes 
Real Time Reporting Yes 
Waiting Time Tracking No 

Patient Portal

Appointment Confirmations No 
Appointment Scheduling No 
Bill Payment No 
Care Plans Yes 
Care Summaries No 
EHR-Agnostic Yes 
Health Record Access No 
Intake Forms No 
Lab Results No 
Prescription Renewals No 
Secure Messaging No 
Video Consultations No 

Alternatives

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