--- title: "GPTfy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about GPTfy Software - reviews, pricing plans, popular comparisons to other Customer Retention products and more." source_url: "https://www.capterra.com/p/10041100/GPTfy/" page_type: "product" language: "en" --- # GPTfy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) GPTfy ## What is GPTfy? 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. ## What is GPTfy used for? [AI Sales Assistant](https://www.capterra.com/ai-sales-assistant-software/)[Customer Retention](https://www.capterra.com/customer-retention-software/) Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for GPTfy?[Manage this product listing](https://www.g2.com/products/gptfy-ai-for-salesforce/claim_requests/new?auto=true) ## GPTfy Overview Updated September 2026 AI summary GPTfy is an AI Sales Assistant designed for organizations of all sizes, supporting sales teams with AI-driven lead management, customer engagement, and sales activity automation. Built natively for Salesforce environments, it offers features such as AI Copilot, chatbot interactions, workflow automation, and dashboard reporting. GPTfy is available as a cloud-based or mobile solution, with integrations spanning major communication and productivity platforms. ## FAQs about GPTfy Overview ### What company size and specific industries is GPTfy built for? GPTfy is designed for enterprise organizations that use Salesforce and need an enterprise-grade AI platform built natively on the Salesforce environment. It is aimed at businesses with complex operational requirements across industries that already rely on Salesforce for customer, sales, or service workflows. Features and Usability ### What are the key features of GPTfy? GPTfy offers AI Copilot, AI/Machine Learning, and chatbot functions for guided interactions, plus CRM, contact management, and customer database tools for storing customer records. It also includes lead management, lead qualification, lead engagement, sales activity management, sales automation, workflow automation, dashboard reporting, content management, and notes management. Integrations ### Which third-party tools and platforms does GPTfy integrate with? GPTfy integrates with 10 third-party tools and platforms, including Gmail, Slack, Twilio, WhatsApp, Microsoft 365, Google Cloud, Gemini, Claude, Copilot, Perplexity, Open, Assembly, and Experience. These catalog integrations span communication, productivity, cloud, and AI platforms. Getting Started and Support ### What training and onboarding options does GPTfy offer? GPTfy provides live online sessions, webinars, documentation, and videos for team training. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference material for learning product features and setup steps. Getting Started and Support ### What customer support options does GPTfy offer? GPTfy provides email/help desk support, FAQ/forum access, a knowledge base, phone support, and chat. No reviewer feedback is available to describe response times, helpfulness, or common support frustrations, so the listed channels are the only confirmed support options. ## Features AI summary Based on 341 Customer Retention reviews Capterra data shows that buyers of AI Sales Assistant software rank the following features as their top priorities: - **Customer Engagement** (**86%** of reviewers rated this feature as critical) - **Lead Management** (**72%**) - **Lead Engagement** (**56%**) GPTfy supports all three features that reviewers rate most highly: **Customer Engagement**, **Lead Management**, and **Lead Engagement**. Together, these capabilities help businesses build stronger prospect relationships, keep sales pipelines organized, and maintain timely follow-up, allowing teams to convert more leads and manage outreach more effectively. Customer Engagement 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Initiate interactions with customers by proactively starting conversations or providing informational content Lead Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process AI/Machine Learning 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Software program that continuously adjusts its behavior based on observed data Lead Qualification 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Score a lead on their quality or likelihood to buy based on certain behaviors Notes Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Allow users to create, edit, and sort multiple notes Sales Activity Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define, track, and/or automate sales activities and sales processes GPTfy 19 features ### All Features - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Coaching: Assign coaches to new employees based on role and experience. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Entry: The process of entering information or updating records in a computer system or database - For Sales Teams/Organizations: Caters to sales teams - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Notes Management: Allow users to create, edit, and sort multiple notes - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) PRO Contact vendor for details It includes: - Unlimited Prompts - Prompt Builder - Security/Trust Layer (Includes Data Masking) - Data Retention Controls - Premium Support - Outlook/Gmail Plugin ENTERPRISE Contact vendor for details It includes: - Automation Callout - Apex Invocation - AI Mass Processing - API Data Sources - AI File Analysis - RAG/KB Integration - AI Agents UNLIMITED Contact vendor for details It includes: - Signature Support - Communities/Experience Cloud - Einstein Bot + AI Integration - GPTfy Voice - Flow Automation - Microsoft Copilot Agent Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Cloud](https://www.capterra.com/p/268690/Google-Cloud-Platform/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Gemini](https://www.capterra.com/p/10020130/Gemini/)[ Claude](https://www.capterra.com/p/10011218/Claude/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 4.0 Based on 1 reviews Filter by rating 5(0) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LC liam C. Senior Admin Education Management ### "Seat-based Salesforce AI we could actually forecast" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 25, 2026 We wanted AI on Salesforce without a blank cheque and without turning masking off “for accuracy.” GPTfy matched that. Reps stay in Salesforce (and Outlook/Teams/Slack if you use those). Outputs are only as good as the prompts you maintain, which is fair. Go-live on the first prompts was days. Full email sync and custom prompts took a couple of weeks, not a quarter. I’d buy it again for the pricing model and the fact that raw data does not sit on someone else’s GPTfy server. Pros It lives in the org. Managed package, Named Credentials, masking on by default. We pick the model and pay that vendor at our rate. GPTfy is a seat price, not a conversation meter. Pre-built prompts got us drafting emails, case notes, and follow-ups in days without standing up Data Cloud. Cons Setup is not zero. Someone still has to own Named Credentials, grounding rules, and the prompt catalog, or quality drifts. You also pay the LLM provider separately, so total cost is GPTfy seats plus tokens. If your world is not Salesforce, this is the wrong tool. Switched from [Agentforce](https://www.capterra.com/p/10028966/Agentforce/) it required data cloud and its very expensive Alternatives considered [Gong](https://www.capterra.com/p/157969/Gong-io/) Reasons for choosing GPTfy it matched all our requirements and it was affordable Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.