Five ways your team uses text messaging in the CRM.
No second app, no copying between tabs, and no reply lost in someone’s phone.
One-to-one messaging
Send an SMS or WhatsApp from the customer’s record. 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 CRM’s own workflows 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 the CRM, 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.
SMS, WhatsApp and WebChat, one thread on the record.
Reaches every phone.
No app needed. Local and toll-free numbers, registered for business texting in the US. SMS is the channel for reminders and alerts.
Carries the thread.
Rich media, documents, voice notes, read receipts. Runs on the official WhatsApp Business platform, with SMS fallback.
Starts the record.
A widget on your site. A visitor’s first message creates the lead, and the AI agent answers until a person picks it up.
Which CRM does it work with? Salesforce and Zoho CRM today, HubSpot next.
Every capability on this page runs inside the CRM you already have: messages send from the record, replies land back on it, and the conversation is stored in your own org.
On Salesforce since 2018, installed from AppExchange. Your messages stay in your org.
On Zoho CRM since July 2026. Messages land on native Zoho records.
HubSpot is in build, with a waiting list open. Join it and we will tell you when it opens.
Three channels, one place to look.
Meera texts, WhatsApps and web-chats. All three land on her contact, so whoever opens it sees every conversation.
Your conversations live in your CRM, and you own them.
Messages are written to your own org, on the record they belong to. ValueText keeps no copy of its own.
Every message is stored in your org, not ours.
Your sharing rules decide who reads a thread.
Bring your own gateway, and send on your own account.
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.
Sending today, not next quarter
It installs from your CRM's marketplace like any other app. 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.
Install from AppExchange or Zoho Marketplace
Into a sandbox first or straight into production. There is nothing to host and nothing extra to buy: it runs inside the CRM your team already uses.
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.
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.
Send your first text today.
Installed and sending in ten minutes, from the record your team already has open.
ValueText against the other messaging apps for your CRM
Every row below is a question worth asking any vendor you are looking at, including us.
ValueText
OthersTypical
"Others" describes what is common across the messaging apps listed for Salesforce and Zoho CRM, not any one product. Check each row against whichever vendor you are comparing.
You can price it before you talk to anyone
Three prices, all published: a price per user, one base fee per account, and the message rate for the country you send to.
More replies, fewer things falling through the cracks
Every one of these runs inside the CRM your team already opens each morning. Pick the job you are trying to fix.
Questions about texting from your CRM
The ones every buyer asks on the first call, answered the way we answer them there.