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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Claude
ElevenLabs
Google Calendar
Google Cloud Platform
Google Meet
HubSpot CRM
LeadSquared
Microsoft Copilot
Microsoft Outlook
Microsoft Teams
Perplexity
Pipedrive
Slack
Snowflake
Twilio
WhatsApp
WordPress
Zoom
monday AI work platform

Integrations

Salesforce
Claude
ElevenLabs
Google Calendar
Google Cloud Platform
Google Meet
HubSpot CRM
LeadSquared
Microsoft Copilot
Microsoft Outlook
Microsoft Teams
Perplexity
Pipedrive
Slack
Snowflake
Twilio
WhatsApp
WordPress
Zoom
monday AI work platform

Pricing Details

$20 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

GPTfy

Founded

2023

Country

Chicago

Website

gptfy.ai/

Vendor Details

Company Name

Zipteams

Founded

2021

Country

United States

Website

www.zipteams.com

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