ValueText ValueText
More replies, nothing dropped

SMS from Salesforce. Less admin, more replies.

Your team texts from the record they already have open, and the reply comes back to the same record.

4.98 on Salesforce AppExchange
250+ Teams worldwide
8,000+ Users
200M Messages a year
190+ Countries covered
97.3% Delivery rate
Singlife
Fujifilm
Yamaha
Legrand
PCCW
UCSF
FieldCore
DiDi
What it does

Five ways your team uses SMS in Salesforce.

No second app, no copying between tabs, and no reply lost in someone’s phone.

01

One-to-one SMS

Send an SMS from the Salesforce Lead, Contact or Case. The reply comes back to that record and to the person who owns it.

02

Send to a list

Pick a list view, a report or a campaign and send once. Every reply comes back as its own conversation, not a group thread.

03

Automatic follow-ups

Your Salesforce Flows send them: a reminder before the appointment, a message when the stage changes, a first reply while the team sleeps.

04

See every conversation

Converse view shows every open conversation in one inbox inside Salesforce, by owner, channel or label, so you see what is waiting and who has it.

05

AI answers first

The AI agent answers, qualifies and books on WebChat, SMS and WhatsApp. Anything it cannot answer goes to a person, with the thread attached.

Why teams choose ValueText

More replies, fewer things falling through the cracks

Every one of these runs inside the Salesforce your team already opens each morning. Pick the job you are trying to fix.

Winning the work
01 · Winning the work

Speed-to-lead auto-replies

A web lead goes cold in minutes, and whoever replies first usually wins the relationship. Salesforce sends the first text the second the record is created, so nobody is waiting on a rep to notice.

Hi Priya, thanks for reaching out. This is Ana at Northgate, when’s a good time to talk?

The message that goes out
See the setup →
Doing the work, getting paid

Speed-to-lead auto-replies. A web lead goes cold in minutes, and whoever replies first usually wins the relationship. Salesforce sends the first text the second the record is created, so nobody is waiting on a rep to notice. Hi Priya, thanks for reaching out. This is Ana at Northgate, when’s a good time to talk?

AI SMS drip campaigns. A sequence keeps going while someone is engaged and stops when they reply, go quiet or buy. Your team is not deciding who gets message three. Day 3: still weighing it up? Here’s the two-minute overview.

Group SMS. Send to a Salesforce list view, a report or a campaign. What comes back is not a bulk inbox: each reply lands on that person’s own record, with the rep who owns them. Open day is Sat 12 Sep, 10am. Reply YES to save a spot.

Multilingual messaging. Messages go out and come back translated, so one team covers markets it could not staff for. The original and the translation both sit on the record. Hola Meera, tu cita es el jueves a las 10:30. Responde 1 para confirmar.

Technician on the way. The text goes out when the appointment status changes, with the arrival window from the work order. The reply comes back to the same appointment, so a reschedule is a note on the record, not a voicemail. Sam is on his way, arriving between 10:00 and 10:30.

Case status updates. Most support calls are people chasing an update they were never given. Send the update when the case status changes and the calls stop arriving. Case 00041892 is now with our engineering team. We’ll text when it moves.

Volunteer shift reminders. Every confirmed volunteer gets a text the evening before. Y keeps the shift, N frees it, and a reply on the day logs the hours as done. You’re on the Saturday 9am shift. Reply C to confirm or D to drop.

Payment confirmations and reminders. A short text about an overdue amount gets read and gets acted on, and it spares your team the conversation nobody wants to have. It fires off the record that already knows the balance. Invoice 2041 for £480 is due Friday. Pay here: bright.ly/2041

What you can report on

Every message is activity you can report on in Salesforce.

Delivery, replies and response times land on the record, so they reach a Salesforce report without an export.

Volume by channelMessages
WhatsAppSMS
806040200W1W2W3W4W5
Reply waitAgents
6 minAverage, all agents
Message volumeMessages
OutboundInboundFailed
250200150100500Jul 1Jul 15Aug 1Aug 15
ReportsMessaging
Last night’s remindersDid they go out? Outbound and failed by hour
Cost by channelWhich channel is costing us more?
Reply waitHow long is a reply waiting?
This monthMessages
Outbound243
Inbound39
Failed32
Channel splitMessages
WhatsApp 238SMS 25
263MESSAGES
DeliveryMessages
Delivered 211Failed 32
Cost by directionCosts
OutboundInbound
43210JulAug
Outbound costCosts
$3.3825 Jul to 24 Aug
Inbound cost $0. Incoming messages are free.

One org's own month, shown as an example. Your org sees yours.

AI, inside the workflow

Your team stops answering the same message all day

The routine replies get handled the moment they arrive. Anything that needs judgement goes to a person, with the whole thread already on the record.

01 / 07

Texts answered at any hour

The AI agent answers routine questions at night and at weekends. A lead who texts at 02:14 has a reply at 02:14 and is still warm at nine.

Only what needs judgement

Only conversations that need a decision reach your team. The agent replies first on every one, so they work a short list, not the whole inbox.

A person picks up mid-thread

A person steps in with one click and the agent steps back. The customer stays in the same thread, on the record, and never has to repeat themselves.

Answers from your own data

The agent answers from the record and your own knowledge base, not the internet. When neither has the answer, a person gets the question.

Qualified before anyone looks

The agent asks your qualifying questions and writes the answers to the record. A person opens the lead with budget and timing already on it.

Booked without a phone call

The agent offers times, books the one they pick and writes it to the record. It sends the reminder and moves the time if they ask, in the same thread.

One team, every language

Texts arrive translated for your team and replies go out in the customer’s own language. The original and the translation both sit on the record.

Every AI reply is written to the same Salesforce record a person would have used. See it on your own data →
Going live

Sending today, not next quarter

It installs from AppExchange like any other package. An admin can do the whole thing in ten minutes, and setup and training are included in the fee rather than charged by the day.

01

Install from AppExchange

Into a sandbox first or straight into production. There is nothing to host and nothing extra to buy: it runs inside the Salesforce your team already uses.

02

Connect a number to your own gateway

Use a number on your own gateway account, or one we open for you. The keys stay in your own org, not with us, and every text goes out from that number.

03

Put the texting window on the records your team opens

Put the Messaging window on the contacts, leads and cases your team already opens. It is done once, and nobody learns a new screen to text from the record.

Who owns the data

Your conversations live in Salesforce, and you own them.

Messages are written to your own org, on the record they belong to. Nothing sits in a personal phone, and nothing walks out of the door when someone leaves.

01

Every message is stored in your org, not ours.

02

Your sharing rules decide who reads a thread.

03

Bring your own gateway, and send on your own account.

Send your first text today.

Installed and sending in ten minutes, from the record your team already has open.

Start free trial
How we compare

ValueText against the other SMS apps on AppExchange

Every row below is a question worth asking any vendor you are looking at, including us.

4.98 / 5 from 131 reviews On Salesforce AppExchange
What to ask ValueTextSalesforce native OthersTypical
Where the conversation is stored Your Salesforce record The vendor's system, synced back
Runs inside your CRM, nothing in between Yes Often a separate tool synced back
Replies reach the record owner Yes Usually a shared inbox
Reportable with your own dashboards Yes Export or a separate report tool
Channels on one record SMS, WhatsApp and web chat Usually SMS alone
Support included in the fee 24/7, at no extra cost Paid tiers
Setup and training Included, unlimited Charged by the day
You keep the history if you leave Yes, it was always yours Export window, then gone

"Others" describes what is common across the SMS apps listed on AppExchange, not any one product. Check each row against whichever vendor you are comparing.

What it costs

Starts at $7 per user / month

Three prices, all published: a price per user, one base fee per account, and the message rate for the country you send to.

Full pricing Talk to us

“Valuetext is the outstanding solution to integrate whatsapp and sms into salesforce. The support team can also only be praised in highest tones…”

Cédric Baumgartner Cédric BaumgartnerCPO & Co-Founder

“The system is very simple to use and renovate with time which is excellent. It is user friendly and the cost is very good…”

Charles Lucas Charles LucasSalesforce Lead

“One of the best solutions for support in Salesforce. It’s pretty user-friendly, has a good cost, and many features…”

Michail Berdinskiy Michail BerdinskiySalesforce Lead

“We were looking for a solution which was cost effective, easy to use and one that is continuously being developed…”

Nassar Mehmood Nassar MehmoodSalesforce Delivery Lead

“Valuetext is the outstanding solution to integrate whatsapp and sms into salesforce. The support team can also only be praised in highest tones…”

Cédric Baumgartner Cédric BaumgartnerCPO & Co-Founder

“The system is very simple to use and renovate with time which is excellent. It is user friendly and the cost is very good…”

Charles Lucas Charles LucasSalesforce Lead

“One of the best solutions for support in Salesforce. It’s pretty user-friendly, has a good cost, and many features…”

Michail Berdinskiy Michail BerdinskiySalesforce Lead

“We were looking for a solution which was cost effective, easy to use and one that is continuously being developed…”

Nassar Mehmood Nassar MehmoodSalesforce Delivery Lead

“Our company was looking for a text application to notify our support team on weekends and holidays…”

Renee Pierce Renee PierceSalesforce Admin

“After some research we found ValueText app as best to meet our needs. By using this app we’ve achieved time zone based scheduling…”

Bala Peri Bala PeriDevelopment Manager and Salesforce Architect

“We needed a text application that was simple to use and simple to integrate. So far it’s been reliable, and bug-free…”

Jon Levy Jon LevyChief Operating Officer

“Our company was looking for a text application to notify our support team on weekends and holidays…”

Renee Pierce Renee PierceSalesforce Admin

“After some research we found ValueText app as best to meet our needs. By using this app we’ve achieved time zone based scheduling…”

Bala Peri Bala PeriDevelopment Manager and Salesforce Architect

“We needed a text application that was simple to use and simple to integrate. So far it’s been reliable, and bug-free…”

Jon Levy Jon LevyChief Operating Officer
Common questions

Questions about SMS for Salesforce

The ones every buyer asks on the first call, answered the way we answer them there.

01

Can customers reply, and where does the reply go?

Onto the record it came from, with the owner notified. +

The next person to open that record reads the whole thread, so nobody has to ask a colleague for a screenshot of what was said.

02

How do opt-in and opt-out work?

STOP opts a number out, START opts it back in. +

Two levels exist: a checkbox on the record locks the texting window for that record, and a blocked number stops every send to it, manual or automatic. Both can be set from the customer's own reply, and business hours hold a send until the next working window. A record-level opt-out does not stop your automations on its own; the same box goes into their conditions.

03

Can we send to a lot of people at once?

Five ways, all inside Salesforce: type or paste numbers, upload a spreadsheet, pick a list view, send to everyone related to an account or every member of a campaign, or run a report on a schedule. +

The bulk tab caps at a thousand messages; the spreadsheet route is the one for more.

04

Can messages send automatically?

Yes, from the automation your admin already uses. +

A reminder before the appointment, a follow-up when a stage changes, a first reply while the team sleeps: each is set up once and sends itself, free text, a template or a bot, at a time and time zone you choose.

05

What if we use WhatsApp as well as SMS?

Same console, same record, one package. +

SMS, WhatsApp and WebChat all log to the record. WhatsApp opens with a template approved through Meta, and the rates are on the pricing page with everything else.

06

My CRM already has WhatsApp built in. Why this?

Because a built-in channel is one channel. +

Here SMS, WhatsApp and WebChat arrive on the same thread, on the record, with bulk sending, automated sends and an AI agent all working that thread. One place to look, and one place your reports read from.

Setting it up, permissions, objects and limits are all in the documentation. Read the docs →

See it running on your own Salesforce.

Rated 4.98 on Salesforce AppExchange
Talk to us Start free trial
ValueText ValueText
More replies, nothing dropped

SMS from Salesforce. Less admin, more replies.

Your team texts from the record they already have open, and the reply comes back to the same record.

4.98 on Salesforce AppExchange
250+ Teams worldwide
8,000+ Users
200M Messages a year
190+ Countries covered
97.3% Delivery rate
Singlife
Fujifilm
Yamaha
Legrand
PCCW
UCSF
FieldCore
DiDi
What it does

Five ways your team uses SMS in Salesforce.

No second app, no copying between tabs, and no reply lost in someone’s phone.

01

One-to-one SMS

Send an SMS from the Salesforce Lead, Contact or Case. The reply comes back to that record and to the person who owns it.

02

Send to a list

Pick a list view, a report or a campaign and send once. Every reply comes back as its own conversation, not a group thread.

03

Automatic follow-ups

Your Salesforce Flows send them: a reminder before the appointment, a message when the stage changes, a first reply while the team sleeps.

04

See every conversation

Converse view shows every open conversation in one inbox inside Salesforce, by owner, channel or label, so you see what is waiting and who has it.

05

AI answers first

The AI agent answers, qualifies and books on WebChat, SMS and WhatsApp. Anything it cannot answer goes to a person, with the thread attached.

Why teams choose ValueText

More replies, fewer things falling through the cracks

Every one of these runs inside the Salesforce your team already opens each morning. Pick the job you are trying to fix.

Winning the work
01 · Winning the work

Speed-to-lead auto-replies

A web lead goes cold in minutes, and whoever replies first usually wins the relationship. Salesforce sends the first text the second the record is created, so nobody is waiting on a rep to notice.

Hi Priya, thanks for reaching out. This is Ana at Northgate, when’s a good time to talk?

The message that goes out
See the setup →
Doing the work, getting paid

Speed-to-lead auto-replies. A web lead goes cold in minutes, and whoever replies first usually wins the relationship. Salesforce sends the first text the second the record is created, so nobody is waiting on a rep to notice. Hi Priya, thanks for reaching out. This is Ana at Northgate, when’s a good time to talk?

AI SMS drip campaigns. A sequence keeps going while someone is engaged and stops when they reply, go quiet or buy. Your team is not deciding who gets message three. Day 3: still weighing it up? Here’s the two-minute overview.

Group SMS. Send to a Salesforce list view, a report or a campaign. What comes back is not a bulk inbox: each reply lands on that person’s own record, with the rep who owns them. Open day is Sat 12 Sep, 10am. Reply YES to save a spot.

Multilingual messaging. Messages go out and come back translated, so one team covers markets it could not staff for. The original and the translation both sit on the record. Hola Meera, tu cita es el jueves a las 10:30. Responde 1 para confirmar.

Technician on the way. The text goes out when the appointment status changes, with the arrival window from the work order. The reply comes back to the same appointment, so a reschedule is a note on the record, not a voicemail. Sam is on his way, arriving between 10:00 and 10:30.

Case status updates. Most support calls are people chasing an update they were never given. Send the update when the case status changes and the calls stop arriving. Case 00041892 is now with our engineering team. We’ll text when it moves.

Volunteer shift reminders. Every confirmed volunteer gets a text the evening before. Y keeps the shift, N frees it, and a reply on the day logs the hours as done. You’re on the Saturday 9am shift. Reply C to confirm or D to drop.

Payment confirmations and reminders. A short text about an overdue amount gets read and gets acted on, and it spares your team the conversation nobody wants to have. It fires off the record that already knows the balance. Invoice 2041 for £480 is due Friday. Pay here: bright.ly/2041

What you can report on

Every message is activity you can report on in Salesforce.

Delivery, replies and response times land on the record, so they reach a Salesforce report without an export.

Volume by channelMessages
WhatsAppSMS
806040200W1W2W3W4W5
Reply waitAgents
6 minAverage, all agents
Message volumeMessages
OutboundInboundFailed
250200150100500Jul 1Jul 15Aug 1Aug 15
ReportsMessaging
Last night’s remindersDid they go out? Outbound and failed by hour
Cost by channelWhich channel is costing us more?
Reply waitHow long is a reply waiting?
This monthMessages
Outbound243
Inbound39
Failed32
Channel splitMessages
WhatsApp 238SMS 25
263MESSAGES
DeliveryMessages
Delivered 211Failed 32
Cost by directionCosts
OutboundInbound
43210JulAug
Outbound costCosts
$3.3825 Jul to 24 Aug
Inbound cost $0. Incoming messages are free.

One org's own month, shown as an example. Your org sees yours.

AI, inside the workflow

Your team stops answering the same message all day

The routine replies get handled the moment they arrive. Anything that needs judgement goes to a person, with the whole thread already on the record.

01 / 07

Texts answered at any hour

The AI agent answers routine questions at night and at weekends. A lead who texts at 02:14 has a reply at 02:14 and is still warm at nine.

Only what needs judgement

Only conversations that need a decision reach your team. The agent replies first on every one, so they work a short list, not the whole inbox.

A person picks up mid-thread

A person steps in with one click and the agent steps back. The customer stays in the same thread, on the record, and never has to repeat themselves.

Answers from your own data

The agent answers from the record and your own knowledge base, not the internet. When neither has the answer, a person gets the question.

Qualified before anyone looks

The agent asks your qualifying questions and writes the answers to the record. A person opens the lead with budget and timing already on it.

Booked without a phone call

The agent offers times, books the one they pick and writes it to the record. It sends the reminder and moves the time if they ask, in the same thread.

One team, every language

Texts arrive translated for your team and replies go out in the customer’s own language. The original and the translation both sit on the record.

Every AI reply is written to the same Salesforce record a person would have used. See it on your own data →
Going live

Sending today, not next quarter

It installs from AppExchange like any other package. An admin can do the whole thing in ten minutes, and setup and training are included in the fee rather than charged by the day.

01

Install from AppExchange

Into a sandbox first or straight into production. There is nothing to host and nothing extra to buy: it runs inside the Salesforce your team already uses.

02

Connect a number to your own gateway

Use a number on your own gateway account, or one we open for you. The keys stay in your own org, not with us, and every text goes out from that number.

03

Put the texting window on the records your team opens

Put the Messaging window on the contacts, leads and cases your team already opens. It is done once, and nobody learns a new screen to text from the record.

Who owns the data

Your conversations live in Salesforce, and you own them.

Messages are written to your own org, on the record they belong to. Nothing sits in a personal phone, and nothing walks out of the door when someone leaves.

01

Every message is stored in your org, not ours.

02

Your sharing rules decide who reads a thread.

03

Bring your own gateway, and send on your own account.

Send your first text today.

Installed and sending in ten minutes, from the record your team already has open.

Start free trial
How we compare

ValueText against the other SMS apps on AppExchange

Every row below is a question worth asking any vendor you are looking at, including us.

4.98 / 5 from 131 reviews On Salesforce AppExchange
What to ask ValueTextSalesforce native OthersTypical
Where the conversation is stored Your Salesforce record The vendor's system, synced back
Runs inside your CRM, nothing in between Yes Often a separate tool synced back
Replies reach the record owner Yes Usually a shared inbox
Reportable with your own dashboards Yes Export or a separate report tool
Channels on one record SMS, WhatsApp and web chat Usually SMS alone
Support included in the fee 24/7, at no extra cost Paid tiers
Setup and training Included, unlimited Charged by the day
You keep the history if you leave Yes, it was always yours Export window, then gone

"Others" describes what is common across the SMS apps listed on AppExchange, not any one product. Check each row against whichever vendor you are comparing.

What it costs

Starts at $7 per user / month

Three prices, all published: a price per user, one base fee per account, and the message rate for the country you send to.

Full pricing Talk to us

“Valuetext is the outstanding solution to integrate whatsapp and sms into salesforce. The support team can also only be praised in highest tones…”

Cédric Baumgartner Cédric BaumgartnerCPO & Co-Founder

“The system is very simple to use and renovate with time which is excellent. It is user friendly and the cost is very good…”

Charles Lucas Charles LucasSalesforce Lead

“One of the best solutions for support in Salesforce. It’s pretty user-friendly, has a good cost, and many features…”

Michail Berdinskiy Michail BerdinskiySalesforce Lead

“We were looking for a solution which was cost effective, easy to use and one that is continuously being developed…”

Nassar Mehmood Nassar MehmoodSalesforce Delivery Lead

“Valuetext is the outstanding solution to integrate whatsapp and sms into salesforce. The support team can also only be praised in highest tones…”

Cédric Baumgartner Cédric BaumgartnerCPO & Co-Founder

“The system is very simple to use and renovate with time which is excellent. It is user friendly and the cost is very good…”

Charles Lucas Charles LucasSalesforce Lead

“One of the best solutions for support in Salesforce. It’s pretty user-friendly, has a good cost, and many features…”

Michail Berdinskiy Michail BerdinskiySalesforce Lead

“We were looking for a solution which was cost effective, easy to use and one that is continuously being developed…”

Nassar Mehmood Nassar MehmoodSalesforce Delivery Lead

“Our company was looking for a text application to notify our support team on weekends and holidays…”

Renee Pierce Renee PierceSalesforce Admin

“After some research we found ValueText app as best to meet our needs. By using this app we’ve achieved time zone based scheduling…”

Bala Peri Bala PeriDevelopment Manager and Salesforce Architect

“We needed a text application that was simple to use and simple to integrate. So far it’s been reliable, and bug-free…”

Jon Levy Jon LevyChief Operating Officer

“Our company was looking for a text application to notify our support team on weekends and holidays…”

Renee Pierce Renee PierceSalesforce Admin

“After some research we found ValueText app as best to meet our needs. By using this app we’ve achieved time zone based scheduling…”

Bala Peri Bala PeriDevelopment Manager and Salesforce Architect

“We needed a text application that was simple to use and simple to integrate. So far it’s been reliable, and bug-free…”

Jon Levy Jon LevyChief Operating Officer
Common questions

Questions about SMS for Salesforce

The ones every buyer asks on the first call, answered the way we answer them there.

01

Can customers reply, and where does the reply go?

Onto the record it came from, with the owner notified. +

The next person to open that record reads the whole thread, so nobody has to ask a colleague for a screenshot of what was said.

02

How do opt-in and opt-out work?

STOP opts a number out, START opts it back in. +

Two levels exist: a checkbox on the record locks the texting window for that record, and a blocked number stops every send to it, manual or automatic. Both can be set from the customer's own reply, and business hours hold a send until the next working window. A record-level opt-out does not stop your automations on its own; the same box goes into their conditions.

03

Can we send to a lot of people at once?

Five ways, all inside Salesforce: type or paste numbers, upload a spreadsheet, pick a list view, send to everyone related to an account or every member of a campaign, or run a report on a schedule. +

The bulk tab caps at a thousand messages; the spreadsheet route is the one for more.

04

Can messages send automatically?

Yes, from the automation your admin already uses. +

A reminder before the appointment, a follow-up when a stage changes, a first reply while the team sleeps: each is set up once and sends itself, free text, a template or a bot, at a time and time zone you choose.

05

What if we use WhatsApp as well as SMS?

Same console, same record, one package. +

SMS, WhatsApp and WebChat all log to the record. WhatsApp opens with a template approved through Meta, and the rates are on the pricing page with everything else.

06

My CRM already has WhatsApp built in. Why this?

Because a built-in channel is one channel. +

Here SMS, WhatsApp and WebChat arrive on the same thread, on the record, with bulk sending, automated sends and an AI agent all working that thread. One place to look, and one place your reports read from.

Setting it up, permissions, objects and limits are all in the documentation. Read the docs →

See it running on your own Salesforce.

Rated 4.98 on Salesforce AppExchange
Talk to us Start free trial
ValueText ValueText
More replies, nothing dropped

SMS from Salesforce. Less admin, more replies.

Your team texts from the record they already have open, and the reply comes back to the same record.

4.98 on Salesforce AppExchange
250+ Teams worldwide
8,000+ Users
200M Messages a year
190+ Countries covered
97.3% Delivery rate
Singlife
Fujifilm
Yamaha
Legrand
PCCW
UCSF
FieldCore
DiDi
What it does

Five ways your team uses SMS in Salesforce.

No second app, no copying between tabs, and no reply lost in someone’s phone.

01

One-to-one SMS

Send an SMS from the Salesforce Lead, Contact or Case. The reply comes back to that record and to the person who owns it.

02

Send to a list

Pick a list view, a report or a campaign and send once. Every reply comes back as its own conversation, not a group thread.

03

Automatic follow-ups

Your Salesforce Flows send them: a reminder before the appointment, a message when the stage changes, a first reply while the team sleeps.

04

See every conversation

Converse view shows every open conversation in one inbox inside Salesforce, by owner, channel or label, so you see what is waiting and who has it.

05

AI answers first

The AI agent answers, qualifies and books on WebChat, SMS and WhatsApp. Anything it cannot answer goes to a person, with the thread attached.

Why teams choose ValueText

More replies, fewer things falling through the cracks

Every one of these runs inside the Salesforce your team already opens each morning. Pick the job you are trying to fix.

Winning the work Doing the work, getting paid
01 · Winning the work

Speed-to-lead auto-replies

A web lead goes cold in minutes, and whoever replies first usually wins the relationship. Salesforce sends the first text the second the record is created, so nobody is waiting on a rep to notice.

Hi Priya, thanks for reaching out. This is Ana at Northgate, when’s a good time to talk?

The message that goes out
See the setup →

Speed-to-lead auto-replies

A new lead gets a text in seconds, from the owner’s number.

AI SMS drip campaigns

A sequence that stops the moment a human replies.

Group SMS

One message to a list view, replies threaded per person.

Multilingual messaging

The message goes out in the language on the contact's record.

Technician on the way

An arrival window from the work order, sent as the van leaves.

Case status updates

The customer hears when the case moves, without an agent typing it.

Volunteer shift reminders

Confirm or drop by reply, and the roster updates itself.

Payment confirmations and reminders

Due, paid, receipted. All three from the invoice record.

What you can report on

Every message is activity you can report on in Salesforce.

Delivery, replies and response times land on the record, so they reach a Salesforce report without an export.

Volume by channelMessages
WhatsAppSMS
806040200W1W2W3W4W5
Reply waitAgents
6 minAverage, all agents
Message volumeMessages
OutboundInboundFailed
250200150100500Jul 1Jul 15Aug 1Aug 15
ReportsMessaging
Last night’s remindersDid they go out? Outbound and failed by hour
Cost by channelWhich channel is costing us more?
Reply waitHow long is a reply waiting?
This monthMessages
Outbound243
Inbound39
Failed32
Channel splitMessages
WhatsApp 238SMS 25
263MESSAGES
DeliveryMessages
Delivered 211Failed 32
Cost by directionCosts
OutboundInbound
43210JulAug
Outbound costCosts
$3.3825 Jul to 24 Aug
Inbound cost $0. Incoming messages are free.

One org's own month, shown as an example. Your org sees yours.

AI, inside the workflow

Your team stops answering the same message all day

The routine replies get handled the moment they arrive. Anything that needs judgement goes to a person, with the whole thread already on the record.

01 / 07

Texts answered at any hour

The AI agent answers routine questions at night and at weekends. A lead who texts at 02:14 has a reply at 02:14 and is still warm at nine.

Only what needs judgement

Only conversations that need a decision reach your team. The agent replies first on every one, so they work a short list, not the whole inbox.

A person picks up mid-thread

A person steps in with one click and the agent steps back. The customer stays in the same thread, on the record, and never has to repeat themselves.

Answers from your own data

The agent answers from the record and your own knowledge base, not the internet. When neither has the answer, a person gets the question.

Qualified before anyone looks

The agent asks your qualifying questions and writes the answers to the record. A person opens the lead with budget and timing already on it.

Booked without a phone call

The agent offers times, books the one they pick and writes it to the record. It sends the reminder and moves the time if they ask, in the same thread.

One team, every language

Texts arrive translated for your team and replies go out in the customer’s own language. The original and the translation both sit on the record.

Every AI reply is written to the same Salesforce record a person would have used. See it on your own data →
Going live

Sending today, not next quarter

It installs from AppExchange like any other package. An admin can do the whole thing in ten minutes, and setup and training are included in the fee rather than charged by the day.

01

Install from AppExchange

Into a sandbox first or straight into production. There is nothing to host and nothing extra to buy: it runs inside the Salesforce your team already uses.

02

Connect a number to your own gateway

Use a number on your own gateway account, or one we open for you. The keys stay in your own org, not with us, and every text goes out from that number.

03

Put the texting window on the records your team opens

Put the Messaging window on the contacts, leads and cases your team already opens. It is done once, and nobody learns a new screen to text from the record.

Who owns the data

Your conversations live in Salesforce, and you own them.

Messages are written to your own org, on the record they belong to. Nothing sits in a personal phone, and nothing walks out of the door when someone leaves.

01

Every message is stored in your org, not ours.

02

Your sharing rules decide who reads a thread.

03

Bring your own gateway, and send on your own account.

Send your first text today.

Installed and sending in ten minutes, from the record your team already has open.

Start free trial
How we compare

ValueText against the other SMS apps on AppExchange

Every row below is a question worth asking any vendor you are looking at, including us.

4.98 / 5 from 131 reviews On Salesforce AppExchange
What to ask ValueTextSalesforce native OthersTypical
Where the conversation is stored Your Salesforce record The vendor's system, synced back
Runs inside your CRM, nothing in between Yes Often a separate tool synced back
Replies reach the record owner Yes Usually a shared inbox
Reportable with your own dashboards Yes Export or a separate report tool
Channels on one record SMS, WhatsApp and web chat Usually SMS alone
Support included in the fee 24/7, at no extra cost Paid tiers
Setup and training Included, unlimited Charged by the day
You keep the history if you leave Yes, it was always yours Export window, then gone

"Others" describes what is common across the SMS apps listed on AppExchange, not any one product. Check each row against whichever vendor you are comparing.

What it costs

Starts at $7 per user / month

Three prices, all published: a price per user, one base fee per account, and the message rate for the country you send to.

Full pricing Talk to us

“Valuetext is the outstanding solution to integrate whatsapp and sms into salesforce. The support team can also only be praised in highest tones…”

Cédric Baumgartner Cédric BaumgartnerCPO & Co-Founder

“The system is very simple to use and renovate with time which is excellent. It is user friendly and the cost is very good…”

Charles Lucas Charles LucasSalesforce Lead

“One of the best solutions for support in Salesforce. It’s pretty user-friendly, has a good cost, and many features…”

Michail Berdinskiy Michail BerdinskiySalesforce Lead

“We were looking for a solution which was cost effective, easy to use and one that is continuously being developed…”

Nassar Mehmood Nassar MehmoodSalesforce Delivery Lead

“Valuetext is the outstanding solution to integrate whatsapp and sms into salesforce. The support team can also only be praised in highest tones…”

Cédric Baumgartner Cédric BaumgartnerCPO & Co-Founder

“The system is very simple to use and renovate with time which is excellent. It is user friendly and the cost is very good…”

Charles Lucas Charles LucasSalesforce Lead

“One of the best solutions for support in Salesforce. It’s pretty user-friendly, has a good cost, and many features…”

Michail Berdinskiy Michail BerdinskiySalesforce Lead

“We were looking for a solution which was cost effective, easy to use and one that is continuously being developed…”

Nassar Mehmood Nassar MehmoodSalesforce Delivery Lead

“Our company was looking for a text application to notify our support team on weekends and holidays…”

Renee Pierce Renee PierceSalesforce Admin

“After some research we found ValueText app as best to meet our needs. By using this app we’ve achieved time zone based scheduling…”

Bala Peri Bala PeriDevelopment Manager and Salesforce Architect

“We needed a text application that was simple to use and simple to integrate. So far it’s been reliable, and bug-free…”

Jon Levy Jon LevyChief Operating Officer

“Our company was looking for a text application to notify our support team on weekends and holidays…”

Renee Pierce Renee PierceSalesforce Admin

“After some research we found ValueText app as best to meet our needs. By using this app we’ve achieved time zone based scheduling…”

Bala Peri Bala PeriDevelopment Manager and Salesforce Architect

“We needed a text application that was simple to use and simple to integrate. So far it’s been reliable, and bug-free…”

Jon Levy Jon LevyChief Operating Officer
Common questions

Questions about SMS for Salesforce

The ones every buyer asks on the first call, answered the way we answer them there.

01

Can customers reply, and where does the reply go?

Onto the record it came from, with the owner notified. +

The next person to open that record reads the whole thread, so nobody has to ask a colleague for a screenshot of what was said.

02

How do opt-in and opt-out work?

STOP opts a number out, START opts it back in. +

Two levels exist: a checkbox on the record locks the texting window for that record, and a blocked number stops every send to it, manual or automatic. Both can be set from the customer's own reply, and business hours hold a send until the next working window. A record-level opt-out does not stop your automations on its own; the same box goes into their conditions.

03

Can we send to a lot of people at once?

Five ways, all inside Salesforce: type or paste numbers, upload a spreadsheet, pick a list view, send to everyone related to an account or every member of a campaign, or run a report on a schedule. +

The bulk tab caps at a thousand messages; the spreadsheet route is the one for more.

04

Can messages send automatically?

Yes, from the automation your admin already uses. +

A reminder before the appointment, a follow-up when a stage changes, a first reply while the team sleeps: each is set up once and sends itself, free text, a template or a bot, at a time and time zone you choose.

05

What if we use WhatsApp as well as SMS?

Same console, same record, one package. +

SMS, WhatsApp and WebChat all log to the record. WhatsApp opens with a template approved through Meta, and the rates are on the pricing page with everything else.

06

My CRM already has WhatsApp built in. Why this?

Because a built-in channel is one channel. +

Here SMS, WhatsApp and WebChat arrive on the same thread, on the record, with bulk sending, automated sends and an AI agent all working that thread. One place to look, and one place your reports read from.

Setting it up, permissions, objects and limits are all in the documentation. Read the docs →

See it running on your own Salesforce.

Rated 4.98 on Salesforce AppExchange
Talk to us Start free trial
ValueText ValueText
More replies, nothing dropped

SMS from Salesforce. Less admin, more replies.

Your team texts from the record they already have open, and the reply comes back to the same record.

4.98 on Salesforce AppExchange
250+ Teams worldwide
8,000+ Users
200M Messages a year
190+ Countries covered
97.3% Delivery rate
Singlife
Fujifilm
Yamaha
Legrand
PCCW
UCSF
FieldCore
DiDi
What it does

Five ways your team uses SMS in Salesforce.

No second app, no copying between tabs, and no reply lost in someone’s phone.

One-to-one SMS

Send an SMS from the Salesforce Lead, Contact or Case. The reply comes back to that record and to the person who owns it.

Send to a list

Pick a list view, a report or a campaign and send once. Every reply comes back as its own conversation, not a group thread.

Automatic follow-ups

Your Salesforce Flows send them: a reminder before the appointment, a message when the stage changes, a first reply while the team sleeps.

See every conversation

Converse view shows every open conversation in one inbox inside Salesforce, by owner, channel or label, so you see what is waiting and who has it.

AI answers first

The AI agent answers, qualifies and books on WebChat, SMS and WhatsApp. Anything it cannot answer goes to a person, with the thread attached.

Why teams choose ValueText

More replies, fewer things falling through the cracks

Every one of these runs inside the Salesforce your team already opens each morning. Pick the job you are trying to fix.

Winning the work Doing the work, getting paid
01 · Winning the work

Speed-to-lead auto-replies

A web lead goes cold in minutes, and whoever replies first usually wins the relationship. Salesforce sends the first text the second the record is created, so nobody is waiting on a rep to notice.

Hi Priya, thanks for reaching out. This is Ana at Northgate, when’s a good time to talk?

The message that goes out
See the setup →

Speed-to-lead auto-replies

A new lead gets a text in seconds, from the owner’s number.

AI SMS drip campaigns

A sequence that stops the moment a human replies.

Group SMS

One message to a list view, replies threaded per person.

Multilingual messaging

The message goes out in the language on the contact's record.

Technician on the way

An arrival window from the work order, sent as the van leaves.

Case status updates

The customer hears when the case moves, without an agent typing it.

Volunteer shift reminders

Confirm or drop by reply, and the roster updates itself.

Payment confirmations and reminders

Due, paid, receipted. All three from the invoice record.

What you can report on

Every message is activity you can report on in Salesforce.

Delivery, replies and response times land on the record, so they reach a Salesforce report without an export.

Volume by channelMessages
WhatsAppSMS
806040200W1W2W3W4W5
Reply waitAgents
6 minAverage, all agents
Message volumeMessages
OutboundInboundFailed
250200150100500Jul 1Jul 15Aug 1Aug 15
ReportsMessaging
Last night’s remindersDid they go out? Outbound and failed by hour
Cost by channelWhich channel is costing us more?
Reply waitHow long is a reply waiting?
This monthMessages
Outbound243
Inbound39
Failed32
Channel splitMessages
WhatsApp 238SMS 25
263MESSAGES
DeliveryMessages
Delivered 211Failed 32
Cost by directionCosts
OutboundInbound
43210JulAug
Outbound costCosts
$3.3825 Jul to 24 Aug
Inbound cost $0. Incoming messages are free.

One org's own month, shown as an example. Your org sees yours.

AI, inside the workflow

Your team stops answering the same message all day

The routine replies get handled the moment they arrive. Anything that needs judgement goes to a person, with the whole thread already on the record.

01 / 07

Texts answered at any hour

The AI agent answers routine questions at night and at weekends. A lead who texts at 02:14 has a reply at 02:14 and is still warm at nine.

Only what needs judgement

Only conversations that need a decision reach your team. The agent replies first on every one, so they work a short list, not the whole inbox.

A person picks up mid-thread

A person steps in with one click and the agent steps back. The customer stays in the same thread, on the record, and never has to repeat themselves.

Answers from your own data

The agent answers from the record and your own knowledge base, not the internet. When neither has the answer, a person gets the question.

Qualified before anyone looks

The agent asks your qualifying questions and writes the answers to the record. A person opens the lead with budget and timing already on it.

Booked without a phone call

The agent offers times, books the one they pick and writes it to the record. It sends the reminder and moves the time if they ask, in the same thread.

One team, every language

Texts arrive translated for your team and replies go out in the customer’s own language. The original and the translation both sit on the record.

Every AI reply is written to the same Salesforce record a person would have used. See it on your own data →
Going live

Sending today, not next quarter

It installs from AppExchange like any other package. An admin can do the whole thing in ten minutes, and setup and training are included in the fee rather than charged by the day.

01

Install from AppExchange

Into a sandbox first or straight into production. There is nothing to host and nothing extra to buy: it runs inside the Salesforce your team already uses.

02

Connect a number to your own gateway

Use a number on your own gateway account, or one we open for you. The keys stay in your own org, not with us, and every text goes out from that number.

03

Put the texting window on the records your team opens

Put the Messaging window on the contacts, leads and cases your team already opens. It is done once, and nobody learns a new screen to text from the record.

Who owns the data

Your conversations live in Salesforce, and you own them.

Messages are written to your own org, on the record they belong to. Nothing sits in a personal phone, and nothing walks out of the door when someone leaves.

01

Every message is stored in your org, not ours.

02

Your sharing rules decide who reads a thread.

03

Bring your own gateway, and send on your own account.

Send your first text today.

Installed and sending in ten minutes, from the record your team already has open.

Start free trial
How we compare

ValueText against the other SMS apps on AppExchange

Every row below is a question worth asking any vendor you are looking at, including us.

4.98 / 5 from 131 reviews On Salesforce AppExchange
What to ask ValueTextSalesforce native OthersTypical
Where the conversation is stored Your Salesforce record The vendor's system, synced back
Runs inside your CRM, nothing in between Yes Often a separate tool synced back
Replies reach the record owner Yes Usually a shared inbox
Reportable with your own dashboards Yes Export or a separate report tool
Channels on one record SMS, WhatsApp and web chat Usually SMS alone
Support included in the fee 24/7, at no extra cost Paid tiers
Setup and training Included, unlimited Charged by the day
You keep the history if you leave Yes, it was always yours Export window, then gone

"Others" describes what is common across the SMS apps listed on AppExchange, not any one product. Check each row against whichever vendor you are comparing.

What it costs

Starts at $7 per user / month

Three prices, all published: a price per user, one base fee per account, and the message rate for the country you send to.

Full pricing Talk to us

“Valuetext is the outstanding solution to integrate whatsapp and sms into salesforce. The support team can also only be praised in highest tones…”

Cédric Baumgartner Cédric BaumgartnerCPO & Co-Founder

“The system is very simple to use and renovate with time which is excellent. It is user friendly and the cost is very good…”

Charles Lucas Charles LucasSalesforce Lead

“One of the best solutions for support in Salesforce. It’s pretty user-friendly, has a good cost, and many features…”

Michail Berdinskiy Michail BerdinskiySalesforce Lead

“We were looking for a solution which was cost effective, easy to use and one that is continuously being developed…”

Nassar Mehmood Nassar MehmoodSalesforce Delivery Lead

“Valuetext is the outstanding solution to integrate whatsapp and sms into salesforce. The support team can also only be praised in highest tones…”

Cédric Baumgartner Cédric BaumgartnerCPO & Co-Founder

“The system is very simple to use and renovate with time which is excellent. It is user friendly and the cost is very good…”

Charles Lucas Charles LucasSalesforce Lead

“One of the best solutions for support in Salesforce. It’s pretty user-friendly, has a good cost, and many features…”

Michail Berdinskiy Michail BerdinskiySalesforce Lead

“We were looking for a solution which was cost effective, easy to use and one that is continuously being developed…”

Nassar Mehmood Nassar MehmoodSalesforce Delivery Lead

“Our company was looking for a text application to notify our support team on weekends and holidays…”

Renee Pierce Renee PierceSalesforce Admin

“After some research we found ValueText app as best to meet our needs. By using this app we’ve achieved time zone based scheduling…”

Bala Peri Bala PeriDevelopment Manager and Salesforce Architect

“We needed a text application that was simple to use and simple to integrate. So far it’s been reliable, and bug-free…”

Jon Levy Jon LevyChief Operating Officer

“Our company was looking for a text application to notify our support team on weekends and holidays…”

Renee Pierce Renee PierceSalesforce Admin

“After some research we found ValueText app as best to meet our needs. By using this app we’ve achieved time zone based scheduling…”

Bala Peri Bala PeriDevelopment Manager and Salesforce Architect

“We needed a text application that was simple to use and simple to integrate. So far it’s been reliable, and bug-free…”

Jon Levy Jon LevyChief Operating Officer
Common questions

Questions about SMS for Salesforce

The ones every buyer asks on the first call, answered the way we answer them there.

01

Can customers reply, and where does the reply go?

Onto the record it came from, with the owner notified. +

The next person to open that record reads the whole thread, so nobody has to ask a colleague for a screenshot of what was said.

02

How do opt-in and opt-out work?

STOP opts a number out, START opts it back in. +

Two levels exist: a checkbox on the record locks the texting window for that record, and a blocked number stops every send to it, manual or automatic. Both can be set from the customer's own reply, and business hours hold a send until the next working window. A record-level opt-out does not stop your automations on its own; the same box goes into their conditions.

03

Can we send to a lot of people at once?

Five ways, all inside Salesforce: type or paste numbers, upload a spreadsheet, pick a list view, send to everyone related to an account or every member of a campaign, or run a report on a schedule. +

The bulk tab caps at a thousand messages; the spreadsheet route is the one for more.

04

Can messages send automatically?

Yes, from the automation your admin already uses. +

A reminder before the appointment, a follow-up when a stage changes, a first reply while the team sleeps: each is set up once and sends itself, free text, a template or a bot, at a time and time zone you choose.

05

What if we use WhatsApp as well as SMS?

Same console, same record, one package. +

SMS, WhatsApp and WebChat all log to the record. WhatsApp opens with a template approved through Meta, and the rates are on the pricing page with everything else.

06

My CRM already has WhatsApp built in. Why this?

Because a built-in channel is one channel. +

Here SMS, WhatsApp and WebChat arrive on the same thread, on the record, with bulk sending, automated sends and an AI agent all working that thread. One place to look, and one place your reports read from.

Setting it up, permissions, objects and limits are all in the documentation. Read the docs →

See it running on your own Salesforce.

Rated 4.98 on Salesforce AppExchange
Talk to us Start free trial