Average Ratings 9 Ratings

Total
ease
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Average Ratings 0 Ratings

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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

Transform your sales team by adopting AI-driven CRM workflows, an essential upgrade for any organization struggling to capture the genuine voice of their customers amid fragmented sales and support communications. Elevate your sales processes and team dynamics with the Zip AI Agent, which acts as a dedicated partner by efficiently managing lead prioritization, sales forecasting, enhancing the quality and productivity of sales efforts, generating insightful reports, automating routine tasks, and crafting effective sales strategies to increase both efficiency and revenue. Utilize the Zip AI Agent to identify customer personas that are yielding high conversion rates, thereby strengthening your targeting capabilities. Empower your representatives to create highly personalized interactions based on historical customer context, ensuring they focus on prospects demonstrating a greater intent to purchase and accelerate their journey through the sales funnel. Guarantee that every customer inquiry and subsequent action is addressed promptly, while also aligning your sales pitches with successful behaviors that can be replicated throughout the team. With these enhancements, not only will customer satisfaction improve, but also the overall effectiveness of the sales approach will reach new heights.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
ChatGPT Yes 
ElevenLabs Yes 
Google Calendar No 
Google Cloud Platform No 
Google Meet No 
HubSpot CRM No 
LeadSquared No 
Microsoft Copilot Yes 
Microsoft Outlook No 
Microsoft Teams No 
Perplexity Yes 
Pipedrive No 
Snowflake Yes 
Twilio Yes 
WhatsApp Yes 
WordPress No 
Zoho CRM No 
Zoom No 
monday AI work platform No 

Integrations

Salesforce Yes 
ChatGPT No 
ElevenLabs No 
Google Calendar Yes 
Google Cloud Platform Yes 
Google Meet Yes 
HubSpot CRM Yes 
LeadSquared Yes 
Microsoft Copilot No 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Perplexity No 
Pipedrive Yes 
Snowflake No 
Twilio No 
WhatsApp No 
WordPress Yes 
Zoho CRM Yes 
Zoom Yes 
monday AI work platform 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) Yes 
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 No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

GPTfy

Founded

2023

Country

United States

Website

gptfy.ai/

Vendor Details

Company Name

Zipteams

Founded

2021

Country

United States

Website

www.zipteams.com

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