Questions buyers ask before they sign.
Twelve answers, in the words we use on a call. If yours is not here, ask us directly.
01
Which CRMs do you work with?
Getting started
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Salesforce and Zoho today. HubSpot is on the way.
02
Can we keep the phone number we already use?
Getting started
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Often, yes, and it is the first thing to check on a call because it depends on who holds the number today. A number we provide for you stays with us rather than transferring to your own account, so if owning the number matters to you, say so early and we will work to that.
03
Can we use our own carrier account?
Getting started
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Yes. Connect it during setup and messages send through it, so the carrier relationship and the message spend stay yours. Numbers you already own come across with it. ValueText is the interface inside your CRM, not the network underneath it.
04
Can we try it first?
Getting started
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Yes. The trial is the AppExchange install itself: put the managed package into a sandbox or your own org and use it there.
05
Who can see a conversation?
Data and access
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Anyone who can already open the record in your CRM. Colleagues can be pulled into a private internal group beside a live thread, and the customer never receives an internal message or sees that it happened.
06
Who owns the conversation data?
Data and access
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You do. Messages live as records in your own CRM, not in a vendor inbox, and they stay there if you cancel.
07
What happens when someone leaves the team?
Data and access
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Nothing moves. The conversation is on the record rather than in that person's inbox, so the next owner picks it up mid-thread. Deactivate the user and the licence frees up.
08
Which channels do you carry?
Channels and billing
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SMS, MMS and WhatsApp, and no other messaging channel.
09
How are messages billed?
Channels and billing
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At per-country rates, per message. The rate for each country and message type is on the pricing page. Licences are billed separately, per licence per month.
10
What changes on 1 October 2026?
Channels and billing
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Meta begins charging for service and session messages, including messages a person sends from the WhatsApp Business app on their phone. A service message is priced per message, at the rate published for your country.
11
Is it secure, and what do you hold?
Security and consent
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ISO 27001:2022. Message data lives in your own CRM, the message body can be discarded so it is never held in long term storage, and field masking and encryption are both supported. We sign BAAs.
12
How do you handle consent and opt-outs?
Security and consent
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Opt-outs are honoured at five levels: a keyword, a single record, the whole org, time of day following the recipient's time zone, and a one tap opt-out link. The org level holds even against a send fired from your CRM's own automation. Marketing templates carry the opt-out line. Imported lists start as unconsented.