Does it work with Zoho CRM?

Yes. ValueText runs inside Zoho CRM as well as Salesforce, with the same WhatsApp, SMS and WebChat, the same templates, broadcasts, coexistence and reports, and the chat window on leads, contacts, deals and custom modules. Prices are the same on both. Calls through WorkDial are the one part that runs on Salesforce only.

What happens to the chats when an agent leaves?

They stay with the agency. Every message is stored on the lead in your CRM, not on the agent's phone, so when you reassign the lead the next agent reads the whole history. Run your chats on numbers the agency owns and the number stays with you as well.

Does it work with Propertybase?

Yes. Propertybase runs on Salesforce and keeps its listings and enquiries in custom records, and the chat window works on custom records as well as on leads, contacts, opportunities and accounts. Your admin adds it to the records your agents open once, and agents message buyers from there.

How does opt-in work for property campaigns?

Consent is stored on the lead. A buyer who replies STOP, or opts out from the link in a message, is opted out on the record, and no later send reaches them, including sends from your CRM's own automation. You can set opt-outs per person, per keyword or across the whole account.

What does a WhatsApp message cost?

A published rate per message, by country and type, the same on Salesforce and Zoho CRM. In the US a marketing message, such as a launch broadcast, is $0.028 and a utility message, such as a viewing reminder, is $0.0064. Messages agents send from the WhatsApp Business app on their phone are free, and incoming messages are free.

+1 757 294 8336 +44 7723 463797 +61 481 613 643

ValueText

For real estate teams

WhatsApp and texting for real estate, from the lead in your CRM.

Q: Are calls logged on the lead?

On Salesforce, yes, when they go through WorkDial. Agents call from the lead by phone or WhatsApp, and the call, its recording and the transcript are saved on the lead. WhatsApp voice calls made inside the WhatsApp Business app on a phone are not logged; texts, voice notes and files from the app are.

Inside Salesforce or Zoho CRM, agents answer buyers on WhatsApp and SMS from the lead they have open, and every reply lands on that lead.

Talk to us See pricing

4.98 on Salesforce AppExchange

northwind.lightning.force.com

24/7 Support

8,000+ Users

200M Messages a year

190+ Countries covered

97.3% Delivery rate

Why agencies choose ValueText

Every enquiry answered, and no buyer lost to a personal phone.

Every one of these runs inside Salesforce or Zoho CRM, on the lead your agents already open. Pick the job you are trying to fix.

Winning the buyer

New enquiries

Brochures and floor plans

Viewings and reminders

01 · Winning the buyer

New enquiries

An enquiry goes cold in minutes, and the agent who replies first usually wins the buyer. The CRM sends the first WhatsApp the second the lead is created, in the agent's name, while the buyer is still looking at the listing.

Hi Amira, thanks for your enquiry on the two bedroom at Palm View. This is Omar at Harbour Row. Shall I send the floor plan, or is a quick call easier?

The message that goes out

See the setup →

Running the agency

Launch broadcasts

When an agent leaves

Buyers in any language

New enquiries. An enquiry goes cold in minutes, and the agent who replies first usually wins the buyer. The CRM sends the first WhatsApp the second the lead is created, in the agent's name, while the buyer is still looking at the listing. Hi Amira, thanks for your enquiry on the two bedroom at Palm View. This is Omar at Harbour Row. Shall I send the floor plan, or is a quick call easier?

Brochures and floor plans. Send the brochure, the floor plan or the listing link as one WhatsApp with buttons. Every tap on “Book a viewing” or “Call Omar” comes back to the lead, so the agent knows who is serious. Hi Amira, here are the brochure and floor plan for 42 Pine Crescent. Tap below to book a viewing or call me.

Viewings and reminders. Book the viewing in the chat, confirm it straight away and send a reminder on the day. A reschedule is a reply on the lead, not a missed call or a no-show. Your viewing at 42 Pine Crescent is Saturday at 11:00 with Omar. Reply 1 to confirm or 2 to move it.

Launch broadcasts. Send a new launch, a price drop or an open house to buyers picked from a report, list view or campaign, for example everyone looking for two bedrooms in one area. Each reply comes back as its own chat, with the agent who owns that buyer. New at Marina Heights: two bedroom homes, ready next spring. Reply YES for the brochure, or STOP to opt out.

When an agent leaves. Chats run on the agency's number, not an agent's personal phone. When an agent leaves, the buyers and every conversation stay with you, and the next agent picks up the lead with the whole history. Hi Amira, I'm Sara, taking over from Omar at Harbour Row. I can see your chat about Palm View. Is Saturday still good?

Buyers in any language. Overseas buyers write in their own language. Messages arrive translated for the agent and replies go out in the buyer's language, with the original and the translation both on the lead. Hola Lucía, su visita del sábado a las 11:00 está confirmada. Responda 2 si necesita cambiarla.

WhatsApp coexistence

Agents keep WhatsApp on their phone. Your CRM keeps every chat.

Agents reply from the WhatsApp Business app on the go, and every message syncs to the lead in Salesforce or Zoho CRM within seconds. A reply sent from the CRM shows up on the phone in the same chat, and messages sent from the phone app stay free.

How WhatsApp coexistence works →

10:14

‹ AH Amira Haddad

Today

Is the two bedroom on Palm View still available?10:12

Yes, it is still available. Here is the listing. Two bedrooms, Palm Viewnorthwind.com/homes/palm-view 10:14✓✓ Book a viewing

Can I see it on Saturday?10:16

Saturday at 11:00 works. I will meet you there.10:17✓✓

Perfect, see you then.10:18

+ Message

L Lead · Two bedrooms, Palm ViewAmira Haddad

Messaging

Is the two bedroom on Palm View still available? Amira Haddad · 10:12 · inbound

Yes, it is still available. Here is the listing. Two bedrooms, Palm Viewnorthwind.com/homes/palm-view Book a viewing

Ana Ruiz · 10:14 · read✓✓

Can I see it on Saturday?Amira Haddad · 10:16 · inbound

Saturday at 11:00 works. I will meet you there.Ana Ruiz · 10:17 · from the phone app✓✓

Perfect, see you then.Amira Haddad · 10:18 · inbound

Template formats

Brochures, buttons and listings in one message.

A WhatsApp template is more than a line of text. Write it once in your CRM, Meta approves it, and every send fills in the buyer's name and listing from the record.

Call to action Open the listing or call the agent. The link carries the listing from the record, so each buyer lands on their own property. Up to two buttons under the text: one opens a web address, one dials a phone number. The address can carry a merge field, so each customer lands on their own listing. Tap A link opens in the browser. A call dials the agent's number. Utility

9:41

‹ HR Harbour Row✓ Business account

Today

Hi Rosen, the brochure for 42 Pine Crescent is ready. Photos and the floor plan are on the listing page, or call Maya with any question. 10:42

↗Open the listing ✆Call Maya

Thanks, calling Maya now. 10:45✓✓

+ Message

Every tap comes back onto the lead, contact, case or opportunity, in the record's activity history.

Template categories and Meta's rates →

How we compare

ValueText against the other messaging apps for Salesforce and Zoho CRM.

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

ValueText OthersTypical

Where the conversation is stored Your Salesforce or Zoho CRM record The vendor's system, synced back

Runs inside your CRM, nothing in between Yes Often a separate tool synced back

Replies reach the agent who owns the lead Yes Usually a shared inbox

Reportable with your own dashboards Yes Export or a separate report tool

Channels on one lead 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 messaging apps listed on AppExchange and for Zoho CRM, not any one product. Check each row against whichever vendor you are comparing.

Answer your next enquiry on WhatsApp today.

Installed and sending in ten minutes, from the lead your agents already have open.

Start free trial

Every channel

One chat window on the lead, every channel in it.

A buyer who sends a WhatsApp today, calls tomorrow and texts next week is one history on one lead, not three.

SMS

9:41

‹ N Northgate ›

Text Message · Today 15:30

Reminder: your appointment with Northgate is tomorrow at 3:30pm. Reply C to confirm or M to move it.

Delivered

No problem. Here are the next three times we have free.

+ Text Message

Reaches every phone.

Texts for buyers who are not on WhatsApp, and the fallback when a WhatsApp does not deliver.

9:41

‹

WhatsApp✓ Business account

Today

Hi Sarah, this is Emma at Northgate. Thanks for your enquiry. Is a call this afternoon any good? 9:01

Afternoon works, after 3? 9:04✓✓

Booked you for 3:30. You will get a reminder an hour before. 9:04

+ Message

Carries the thread.

Chats, brochures and broadcasts, from the CRM or the agent's phone.

WebChat

9:41

ValueText Online

Today 16:00

Do you have a three-bedroom near the park? Visitor · 16:00

Three bedroom homes near the park 14 Elm Row, viewing Saturday at 11:00. 8 Park Lane, viewing Sunday at 14:00.

AIValueText · 16:01

Type your message

Starts the record.

Visitors chat on your website and the chat starts the lead. An add-on, priced on request.

AI agent

Messaging WhatsApp

Is the two bedroom on Palm View still available? Amira Haddad · 23:40 · inbound

Yes, it is still available. Here is the listing. Book a viewing

AIAI agent · 23:40 · read✓✓

Viewing, Saturday at 11:00

Written by ValueText · 23:41

Answers before you do.

Answers enquiries at any hour, qualifies the buyer and books the viewing. Anything that needs judgement goes to the agent with the thread attached.

Learn more →

Calls, with WorkDial

Lead On call

AH Amira HaddadTwo bedrooms, Palm View 02:14

PhoneWhatsApp

ActivityCall · 10:20 · 4 min Recording TranscriptAmira: Is the two bedroom on Palm View still available?

Dials from the lead.

On Salesforce, call the buyer from the lead, by phone or WhatsApp. The call, its recording and transcript are saved on the lead.

workdial.io →

What it costs

What a 10-agent team pays.

Three prices, all published: a price per user, one base fee per account, and the rate for each message you send. Here is a 10-agent team messaging buyers in the US, on the Advanced plan.

Talk to us See pricing

Item	How it is worked out	Amount
Advanced licences	10 × $21 × 12	$2,520.00
Base fee	1 account	$499.00
WhatsApp launch broadcasts	1,000 a month × $0.028 × 12	$336.00
WhatsApp viewing reminders	1,000 a month × $0.0064 × 12	$76.80
SMS	1,000 a month × $0.0139 × 12	$166.80
US texting registration	$16 × 12	$192.00
Incoming messages	Not charged	$0.00
Total, a year	about $316 a month	$3,790.60

The same prices on Salesforce and Zoho CRM. Messages sent from the WhatsApp Business app on an agent's phone are free. Calls through WorkDial, on Salesforce, are priced on WorkDial's site.

What you can report on

See which agent answers, and how fast.

Every message is activity on the lead, so delivery, replies and reply times reach a Salesforce or Zoho CRM report without an export.

Volume by channelMessages

WhatsAppSMS

Reply waitAgents

6 minAverage, all agents

Message volumeMessages

OutboundInboundFailed

ReportsMessaging

Last night’s enquiriesWho answered them, and when?

Reply waitHow long is a buyer waiting for an agent?

Launch repliesWhich broadcast got buyers talking?

Cost by channelWhich channel is costing us more?

This monthMessages

Outbound243

Inbound39

Failed32

Channel splitMessages

WhatsApp 238SMS 25

DeliveryMessages

Delivered 211Failed 32

Cost by directionCosts

OutboundInbound

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.

Consent and setup

Opted in, on your number, live in ten minutes.

Consent, the messages and the number all stay on your side, in the CRM your agents already use.

Consent sits on the record, held even against a send from your own automation.

Every message is stored in your CRM, not with us, and stays if you leave.

Install it and send within ten minutes, with setup and training included.

The setup guides for both CRMs →

Salesforce or Zoho CRM

Works inside Salesforce and Zoho CRM.

ValueText works inside Salesforce and Zoho CRM. In Salesforce it runs on leads, contacts, opportunities, accounts and custom records such as Propertybase. In Zoho CRM it runs on leads, contacts, deals and custom modules. A manager opens one lead and sees every message on it.

Salesforce for real estate

Leads, contacts, opportunities and accounts, plus custom records such as Propertybase listings and enquiries. Calls through WorkDial land on the same lead.

WhatsApp in Salesforce →

Zoho CRM for real estate

Leads, contacts and deals, plus the custom modules you keep your listings in. Templates, broadcasts, coexistence and reports work the same way.

WhatsApp in Zoho CRM →

CapabilitiesSalesforceZoho CRM

1-to-1

Bulk

Automation

Converse view

AI agent

SMS · WhatsApp · WebChat

Coexistence

Custom records

Calls through WorkDialNot available

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

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 LucasSalesforce Lead

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

Michail BerdinskiySalesforce Lead

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

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 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 LucasSalesforce Lead

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

Michail BerdinskiySalesforce Lead

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

Nassar MehmoodSalesforce Delivery Lead

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

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 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 LevyChief Operating Officer

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

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 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 LevyChief Operating Officer

Questions

Questions real estate teams ask.

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

Can agents keep WhatsApp on their phone?

Yes. With WhatsApp coexistence, agents keep using the WhatsApp Business app on their phone, and every chat syncs to the lead in Salesforce or Zoho CRM within seconds. +

A reply sent from the CRM shows up on the phone too, in the same chat. The one change is that the number runs on the WhatsApp Business app, not personal WhatsApp.

Are calls logged on the lead?

On Salesforce, yes, when they go through WorkDial. +

Agents call from the lead by phone or WhatsApp, and the call, its recording and the transcript are saved on the lead. WhatsApp voice calls made inside the WhatsApp Business app on a phone are not logged; texts, voice notes and files from the app are.

Can we send a new launch to all our buyers at once?

Yes. Pick buyers from a report, list view or campaign in Salesforce or Zoho CRM, for example everyone looking for two bedrooms in one area, and send one WhatsApp template. +

Each reply comes back as its own chat on that buyer's lead, with the agent who owns them. Marketing messages need the buyer's opt-in and carry an opt-out.

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

Answer your next buyer from the lead.

Rated 4.98 on Salesforce AppExchange

Talk to us Start free trial

+1 757 294 8336 +44 7723 463797 +61 481 613 643

ValueText

For real estate teams

WhatsApp and texting for real estate, from the lead in your CRM.

Inside Salesforce or Zoho CRM, agents answer buyers on WhatsApp and SMS from the lead they have open, and every reply lands on that lead.

Talk to us See pricing

4.98 on Salesforce AppExchange

northwind.lightning.force.com/lightning/r/Lead/view

24/7 Support

8,000+ Users

200M Messages a year

190+ Countries covered

97.3% Delivery rate

Why agencies choose ValueText

Every enquiry answered, and no buyer lost to a personal phone.

Every one of these runs inside Salesforce or Zoho CRM, on the lead your agents already open. Pick the job you are trying to fix.

Winning the buyer

New enquiries

Brochures and floor plans

Viewings and reminders

01 · Winning the buyer

New enquiries

Hi Amira, thanks for your enquiry on the two bedroom at Palm View. This is Omar at Harbour Row. Shall I send the floor plan, or is a quick call easier?

The message that goes out

See the setup →

Running the agency

Launch broadcasts

When an agent leaves

Buyers in any language

WhatsApp coexistence

Agents keep WhatsApp on their phone. Your CRM keeps every chat.

How WhatsApp coexistence works →

10:14

‹ AH Amira Haddad

Today

Is the two bedroom on Palm View still available?10:12

Yes, it is still available. Here is the listing. Two bedrooms, Palm Viewnorthwind.com/homes/palm-view 10:14✓✓ Book a viewing

Can I see it on Saturday?10:16

Saturday at 11:00 works. I will meet you there.10:17✓✓

Perfect, see you then.10:18

+ Message

Leads Messaging AR

L Lead · Two bedrooms, Palm ViewAmira Haddad

Messaging WhatsApp

Is the two bedroom on Palm View still available? Amira Haddad · 10:12 · inbound

Yes, it is still available. Here is the listing. Two bedrooms, Palm Viewnorthwind.com/homes/palm-view Book a viewing

Ana Ruiz · 10:14 · read✓✓

Can I see it on Saturday?Amira Haddad · 10:16 · inbound

Saturday at 11:00 works. I will meet you there.Ana Ruiz · 10:17 · from the phone app✓✓

Perfect, see you then.Amira Haddad · 10:18 · inbound

Write a message Send

Template formats

Brochures, buttons and listings in one message.

A WhatsApp template is more than a line of text. Write it once in your CRM, Meta approves it, and every send fills in the buyer's name and listing from the record.

9:41

‹ HR Harbour Row✓ Business account

Today

Hi Rosen, the brochure for 42 Pine Crescent is ready. Photos and the floor plan are on the listing page, or call Maya with any question. 10:42

↗Open the listing ✆Call Maya

Thanks, calling Maya now. 10:45✓✓

+ Message

Every tap comes back onto the lead, contact, case or opportunity, in the record's activity history.

Template categories and Meta's rates →

How we compare

ValueText against the other messaging apps for Salesforce and Zoho CRM.

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

ValueText OthersTypical

Where the conversation is stored Your Salesforce or Zoho CRM record The vendor's system, synced back

Runs inside your CRM, nothing in between Yes Often a separate tool synced back

Replies reach the agent who owns the lead Yes Usually a shared inbox

Reportable with your own dashboards Yes Export or a separate report tool

Channels on one lead 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 messaging apps listed on AppExchange and for Zoho CRM, not any one product. Check each row against whichever vendor you are comparing.

Answer your next enquiry on WhatsApp today.

Installed and sending in ten minutes, from the lead your agents already have open.

Start free trial

Every channel

One chat window on the lead, every channel in it.

A buyer who sends a WhatsApp today, calls tomorrow and texts next week is one history on one lead, not three.

SMS

9:41

‹ N Northgate ›

Text Message · Today 15:30

Reminder: your appointment with Northgate is tomorrow at 3:30pm. Reply C to confirm or M to move it.

Delivered

No problem. Here are the next three times we have free.

+ Text Message

Reaches every phone.

Texts for buyers who are not on WhatsApp, and the fallback when a WhatsApp does not deliver.

9:41

‹

WhatsApp✓ Business account

Today

Hi Sarah, this is Emma at Northgate. Thanks for your enquiry. Is a call this afternoon any good? 9:01

Afternoon works, after 3? 9:04✓✓

Booked you for 3:30. You will get a reminder an hour before. 9:04

+ Message

Carries the thread.

Chats, brochures and broadcasts, from the CRM or the agent's phone.

WebChat

9:41

ValueText Online

Today 16:00

Do you have a three-bedroom near the park? Visitor · 16:00

Three bedroom homes near the park 14 Elm Row, viewing Saturday at 11:00. 8 Park Lane, viewing Sunday at 14:00.

AIValueText · 16:01

Type your message

Starts the record.

Visitors chat on your website and the chat starts the lead. An add-on, priced on request.

AI agent

Messaging WhatsApp

Is the two bedroom on Palm View still available? Amira Haddad · 23:40 · inbound

Yes, it is still available. Here is the listing. Book a viewing

AIAI agent · 23:40 · read✓✓

Viewing, Saturday at 11:00

Written by ValueText · 23:41

Answers before you do.

Answers enquiries at any hour, qualifies the buyer and books the viewing. Anything that needs judgement goes to the agent with the thread attached.

Learn more →

Calls, with WorkDial

Lead On call

AH Amira HaddadTwo bedrooms, Palm View 02:14

PhoneWhatsApp

ActivityCall · 10:20 · 4 min Recording TranscriptAmira: Is the two bedroom on Palm View still available?

Dials from the lead.

On Salesforce, call the buyer from the lead, by phone or WhatsApp. The call, its recording and transcript are saved on the lead.

workdial.io →

What it costs

What a 10-agent team pays.

Three prices, all published: a price per user, one base fee per account, and the rate for each message you send. Here is a 10-agent team messaging buyers in the US, on the Advanced plan.

Talk to us See pricing

Item	How it is worked out	Amount
Advanced licences	10 × $21 × 12	$2,520.00
Base fee	1 account	$499.00
WhatsApp launch broadcasts	1,000 a month × $0.028 × 12	$336.00
WhatsApp viewing reminders	1,000 a month × $0.0064 × 12	$76.80
SMS	1,000 a month × $0.0139 × 12	$166.80
US texting registration	$16 × 12	$192.00
Incoming messages	Not charged	$0.00
Total, a year	about $316 a month	$3,790.60

The same prices on Salesforce and Zoho CRM. Messages sent from the WhatsApp Business app on an agent's phone are free. Calls through WorkDial, on Salesforce, are priced on WorkDial's site.

What you can report on

See which agent answers, and how fast.

Every message is activity on the lead, so delivery, replies and reply times reach a Salesforce or Zoho CRM report without an export.

Volume by channelMessages

WhatsAppSMS

Reply waitAgents

6 minAverage, all agents

Message volumeMessages

OutboundInboundFailed

ReportsMessaging

Last night’s enquiriesWho answered them, and when?

Reply waitHow long is a buyer waiting for an agent?

Launch repliesWhich broadcast got buyers talking?

Cost by channelWhich channel is costing us more?

This monthMessages

Outbound243

Inbound39

Failed32

Channel splitMessages

WhatsApp 238SMS 25

DeliveryMessages

Delivered 211Failed 32

Cost by directionCosts

OutboundInbound

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.

Consent and setup

Opted in, on your number, live in ten minutes.

Consent, the messages and the number all stay on your side, in the CRM your agents already use.

Consent sits on the record, held even against a send from your own automation.

Every message is stored in your CRM, not with us, and stays if you leave.

Install it and send within ten minutes, with setup and training included.

The setup guides for both CRMs →

Salesforce or Zoho CRM

Works inside Salesforce and Zoho CRM.

Salesforce for real estate

Leads, contacts, opportunities and accounts, plus custom records such as Propertybase listings and enquiries. Calls through WorkDial land on the same lead.

WhatsApp in Salesforce →

Zoho CRM for real estate

Leads, contacts and deals, plus the custom modules you keep your listings in. Templates, broadcasts, coexistence and reports work the same way.

WhatsApp in Zoho CRM →

CapabilitiesSalesforceZoho CRM

1-to-1

Bulk

Automation

Converse view

AI agent

SMS · WhatsApp · WebChat

Coexistence

Custom records

Calls through WorkDialNot available

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

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 LucasSalesforce Lead

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

Michail BerdinskiySalesforce Lead

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

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 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 LucasSalesforce Lead

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

Michail BerdinskiySalesforce Lead

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

Nassar MehmoodSalesforce Delivery Lead

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

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 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 LevyChief Operating Officer

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

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 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 LevyChief Operating Officer

Questions

Questions real estate teams ask.

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

Can agents keep WhatsApp on their phone?

Yes. With WhatsApp coexistence, agents keep using the WhatsApp Business app on their phone, and every chat syncs to the lead in Salesforce or Zoho CRM within seconds. +

A reply sent from the CRM shows up on the phone too, in the same chat. The one change is that the number runs on the WhatsApp Business app, not personal WhatsApp.

Are calls logged on the lead?

On Salesforce, yes, when they go through WorkDial. +

Can we send a new launch to all our buyers at once?

Yes. Pick buyers from a report, list view or campaign in Salesforce or Zoho CRM, for example everyone looking for two bedrooms in one area, and send one WhatsApp template. +

Each reply comes back as its own chat on that buyer's lead, with the agent who owns them. Marketing messages need the buyer's opt-in and carry an opt-out.

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

Answer your next buyer from the lead.

Rated 4.98 on Salesforce AppExchange

Talk to us Start free trial

+1 757 294 8336 +44 7723 463797 +61 481 613 643

ValueText

For real estate teams

WhatsApp and texting for real estate, from the lead in your CRM.

Inside Salesforce or Zoho CRM, agents answer buyers on WhatsApp and SMS from the lead they have open, and every reply lands on that lead.

Talk to us See pricing

4.98 on Salesforce AppExchange

northwind.lightning.force.com/lightning/r/Lead/view

24/7 Support

8,000+ Users

200M Messages a year

190+ Countries covered

97.3% Delivery rate

Why agencies choose ValueText

Every enquiry answered, and no buyer lost to a personal phone.

Every one of these runs inside Salesforce or Zoho CRM, on the lead your agents already open. Pick the job you are trying to fix.

Winning the buyer Running the agency

01 · Winning the buyer

New enquiries

Hi Amira, thanks for your enquiry on the two bedroom at Palm View. This is Omar at Harbour Row. Shall I send the floor plan, or is a quick call easier?

The message that goes out

See the setup →

02 · Winning the buyer

Brochures and floor plans

Send the brochure, the floor plan or the listing link as one WhatsApp with buttons. Every tap on “Book a viewing” or “Call Omar” comes back to the lead, so the agent knows who is serious.

Hi Amira, here are the brochure and floor plan for 42 Pine Crescent. Tap below to book a viewing or call me.

The message that goes out

Template formats →

03 · Winning the buyer

Viewings and reminders

Book the viewing in the chat, confirm it straight away and send a reminder on the day. A reschedule is a reply on the lead, not a missed call or a no-show.

Your viewing at 42 Pine Crescent is Saturday at 11:00 with Omar. Reply 1 to confirm or 2 to move it.

The message that goes out

04 · Running the agency

Launch broadcasts

Send a new launch, a price drop or an open house to buyers picked from a report, list view or campaign, for example everyone looking for two bedrooms in one area. Each reply comes back as its own chat, with the agent who owns that buyer.

New at Marina Heights: two bedroom homes, ready next spring. Reply YES for the brochure, or STOP to opt out.

The message that goes out

See the setup →

05 · Running the agency

When an agent leaves

Chats run on the agency's number, not an agent's personal phone. When an agent leaves, the buyers and every conversation stay with you, and the next agent picks up the lead with the whole history.

Hi Amira, I'm Sara, taking over from Omar at Harbour Row. I can see your chat about Palm View. Is Saturday still good?

The message that goes out

How coexistence works →

06 · Running the agency

Buyers in any language

Overseas buyers write in their own language. Messages arrive translated for the agent and replies go out in the buyer's language, with the original and the translation both on the lead.

Hola Lucía, su visita del sábado a las 11:00 está confirmada. Responda 2 si necesita cambiarla.

The message that goes out

See the setup →

New enquiries

Brochures and floor plans

Viewings and reminders

Launch broadcasts

When an agent leaves

Buyers in any language

WhatsApp coexistence

Agents keep WhatsApp on their phone. Your CRM keeps every chat.

How WhatsApp coexistence works →

10:14

‹ AH Amira Haddad

Today

Is the two bedroom on Palm View still available?10:12

Yes, it is still available. Here is the listing. Two bedrooms, Palm Viewnorthwind.com/homes/palm-view 10:14✓✓ Book a viewing

Can I see it on Saturday?10:16

Saturday at 11:00 works. I will meet you there.10:17✓✓

Perfect, see you then.10:18

+ Message

Leads Messaging AR

L Lead · Two bedrooms, Palm ViewAmira Haddad

Messaging WhatsApp

Is the two bedroom on Palm View still available? Amira Haddad · 10:12 · inbound

Yes, it is still available. Here is the listing. Two bedrooms, Palm Viewnorthwind.com/homes/palm-view Book a viewing

Ana Ruiz · 10:14 · read✓✓

Can I see it on Saturday?Amira Haddad · 10:16 · inbound

Saturday at 11:00 works. I will meet you there.Ana Ruiz · 10:17 · from the phone app✓✓

Perfect, see you then.Amira Haddad · 10:18 · inbound

Write a message Send

Template formats

Brochures, buttons and listings in one message.

A WhatsApp template is more than a line of text. Write it once in your CRM, Meta approves it, and every send fills in the buyer's name and listing from the record.

9:41

‹ HR Harbour Row✓ Business account

Today

Hi Rosen, the brochure for 42 Pine Crescent is ready. Photos and the floor plan are on the listing page, or call Maya with any question. 10:42

↗Open the listing ✆Call Maya

Thanks, calling Maya now. 10:45✓✓

+ Message

Every tap comes back onto the lead, contact, case or opportunity, in the record's activity history.

Template categories and Meta's rates →

How we compare

ValueText against the other messaging apps for Salesforce and Zoho CRM.

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

ValueText OthersTypical

Where the conversation is stored Your Salesforce or Zoho CRM record The vendor's system, synced back

Runs inside your CRM, nothing in between Yes Often a separate tool synced back

Replies reach the agent who owns the lead Yes Usually a shared inbox

Reportable with your own dashboards Yes Export or a separate report tool

Channels on one lead 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 messaging apps listed on AppExchange and for Zoho CRM, not any one product. Check each row against whichever vendor you are comparing.

Answer your next enquiry on WhatsApp today.

Installed and sending in ten minutes, from the lead your agents already have open.

Start free trial

Every channel

One chat window on the lead, every channel in it.

A buyer who sends a WhatsApp today, calls tomorrow and texts next week is one history on one lead, not three.

SMS

9:41

‹ N Northgate ›

Text Message · Today 15:30

Reminder: your appointment with Northgate is tomorrow at 3:30pm. Reply C to confirm or M to move it.

Delivered

No problem. Here are the next three times we have free.

+ Text Message

Reaches every phone.

Texts for buyers who are not on WhatsApp, and the fallback when a WhatsApp does not deliver.

9:41

‹

WhatsApp✓ Business account

Today

Hi Sarah, this is Emma at Northgate. Thanks for your enquiry. Is a call this afternoon any good? 9:01

Afternoon works, after 3? 9:04✓✓

Booked you for 3:30. You will get a reminder an hour before. 9:04

+ Message

Carries the thread.

Chats, brochures and broadcasts, from the CRM or the agent's phone.

WebChat

9:41

ValueText Online

Today 16:00

Do you have a three-bedroom near the park? Visitor · 16:00

Three bedroom homes near the park 14 Elm Row, viewing Saturday at 11:00. 8 Park Lane, viewing Sunday at 14:00.

AIValueText · 16:01

Type your message

Starts the record.

Visitors chat on your website and the chat starts the lead. An add-on, priced on request.

AI agent

Messaging WhatsApp

Is the two bedroom on Palm View still available? Amira Haddad · 23:40 · inbound

Yes, it is still available. Here is the listing. Book a viewing

AIAI agent · 23:40 · read✓✓

Viewing, Saturday at 11:00

Written by ValueText · 23:41

Answers before you do.

Answers enquiries at any hour, qualifies the buyer and books the viewing. Anything that needs judgement goes to the agent with the thread attached.

Learn more →

Calls, with WorkDial

Lead On call

AH Amira HaddadTwo bedrooms, Palm View 02:14

PhoneWhatsApp

ActivityCall · 10:20 · 4 min Recording TranscriptAmira: Is the two bedroom on Palm View still available?

Dials from the lead.

On Salesforce, call the buyer from the lead, by phone or WhatsApp. The call, its recording and transcript are saved on the lead.

workdial.io →

What it costs

What a 10-agent team pays.

Three prices, all published: a price per user, one base fee per account, and the rate for each message you send. Here is a 10-agent team messaging buyers in the US, on the Advanced plan.

Talk to us See pricing

Item	How it is worked out	Amount
Advanced licences	10 × $21 × 12	$2,520.00
Base fee	1 account	$499.00
WhatsApp launch broadcasts	1,000 a month × $0.028 × 12	$336.00
WhatsApp viewing reminders	1,000 a month × $0.0064 × 12	$76.80
SMS	1,000 a month × $0.0139 × 12	$166.80
US texting registration	$16 × 12	$192.00
Incoming messages	Not charged	$0.00
Total, a year	about $316 a month	$3,790.60

The same prices on Salesforce and Zoho CRM. Messages sent from the WhatsApp Business app on an agent's phone are free. Calls through WorkDial, on Salesforce, are priced on WorkDial's site.

What you can report on

See which agent answers, and how fast.

Every message is activity on the lead, so delivery, replies and reply times reach a Salesforce or Zoho CRM report without an export.

Volume by channelMessages

WhatsAppSMS

Reply waitAgents

6 minAverage, all agents

Message volumeMessages

OutboundInboundFailed

ReportsMessaging

Last night’s enquiriesWho answered them, and when?

Reply waitHow long is a buyer waiting for an agent?

Launch repliesWhich broadcast got buyers talking?

Cost by channelWhich channel is costing us more?

This monthMessages

Outbound243

Inbound39

Failed32

Channel splitMessages

WhatsApp 238SMS 25

DeliveryMessages

Delivered 211Failed 32

Cost by directionCosts

OutboundInbound

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.

Consent and setup

Opted in, on your number, live in ten minutes.

Consent, the messages and the number all stay on your side, in the CRM your agents already use.

Consent sits on the record, held even against a send from your own automation.

Every message is stored in your CRM, not with us, and stays if you leave.

Install it and send within ten minutes, with setup and training included.

The setup guides for both CRMs →

Salesforce or Zoho CRM

Works inside Salesforce and Zoho CRM.

Salesforce for real estate

Leads, contacts, opportunities and accounts, plus custom records such as Propertybase listings and enquiries. Calls through WorkDial land on the same lead.

WhatsApp in Salesforce →

Zoho CRM for real estate

Leads, contacts and deals, plus the custom modules you keep your listings in. Templates, broadcasts, coexistence and reports work the same way.

WhatsApp in Zoho CRM →

CapabilitiesSalesforceZoho CRM

1-to-1

Bulk

Automation

Converse view

AI agent

SMS · WhatsApp · WebChat

Coexistence

Custom records

Calls through WorkDialNot available

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

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 LucasSalesforce Lead

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

Michail BerdinskiySalesforce Lead

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

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 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 LucasSalesforce Lead

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

Michail BerdinskiySalesforce Lead

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

Nassar MehmoodSalesforce Delivery Lead

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

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 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 LevyChief Operating Officer

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

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 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 LevyChief Operating Officer

Questions

Questions real estate teams ask.

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

Can agents keep WhatsApp on their phone?

Yes. With WhatsApp coexistence, agents keep using the WhatsApp Business app on their phone, and every chat syncs to the lead in Salesforce or Zoho CRM within seconds. +

A reply sent from the CRM shows up on the phone too, in the same chat. The one change is that the number runs on the WhatsApp Business app, not personal WhatsApp.

Are calls logged on the lead?

On Salesforce, yes, when they go through WorkDial. +

Can we send a new launch to all our buyers at once?

Yes. Pick buyers from a report, list view or campaign in Salesforce or Zoho CRM, for example everyone looking for two bedrooms in one area, and send one WhatsApp template. +

Each reply comes back as its own chat on that buyer's lead, with the agent who owns them. Marketing messages need the buyer's opt-in and carry an opt-out.

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

Answer your next buyer from the lead.

Rated 4.98 on Salesforce AppExchange

Talk to us Start free trial

+1 757 294 8336 +44 7723 463797 +61 481 613 643

ValueText

For real estate teams

WhatsApp and texting for real estate, from the lead in your CRM.

Inside Salesforce or Zoho CRM, agents answer buyers on WhatsApp and SMS from the lead they have open, and every reply lands on that lead.

Talk to us See pricing

4.98 on Salesforce AppExchange

northwind.lightning.force.com/lightning/r/Lead/view

24/7 Support

8,000+ Users

200M Messages a year

190+ Countries covered

97.3% Delivery rate

Why agencies choose ValueText

Every enquiry answered, and no buyer lost to a personal phone.

Every one of these runs inside Salesforce or Zoho CRM, on the lead your agents already open. Pick the job you are trying to fix.

Winning the buyer Running the agency

01 · Winning the buyer

New enquiries

Hi Amira, thanks for your enquiry on the two bedroom at Palm View. This is Omar at Harbour Row. Shall I send the floor plan, or is a quick call easier?

The message that goes out

See the setup →

02 · Winning the buyer

Brochures and floor plans

Send the brochure, the floor plan or the listing link as one WhatsApp with buttons. Every tap on “Book a viewing” or “Call Omar” comes back to the lead, so the agent knows who is serious.

Hi Amira, here are the brochure and floor plan for 42 Pine Crescent. Tap below to book a viewing or call me.

The message that goes out

Template formats →

03 · Winning the buyer

Viewings and reminders

Book the viewing in the chat, confirm it straight away and send a reminder on the day. A reschedule is a reply on the lead, not a missed call or a no-show.

Your viewing at 42 Pine Crescent is Saturday at 11:00 with Omar. Reply 1 to confirm or 2 to move it.

The message that goes out

04 · Running the agency

Launch broadcasts

New at Marina Heights: two bedroom homes, ready next spring. Reply YES for the brochure, or STOP to opt out.

The message that goes out

See the setup →

05 · Running the agency

When an agent leaves

Chats run on the agency's number, not an agent's personal phone. When an agent leaves, the buyers and every conversation stay with you, and the next agent picks up the lead with the whole history.

Hi Amira, I'm Sara, taking over from Omar at Harbour Row. I can see your chat about Palm View. Is Saturday still good?

The message that goes out

How coexistence works →

06 · Running the agency

Buyers in any language

Overseas buyers write in their own language. Messages arrive translated for the agent and replies go out in the buyer's language, with the original and the translation both on the lead.

Hola Lucía, su visita del sábado a las 11:00 está confirmada. Responda 2 si necesita cambiarla.

The message that goes out

See the setup →

New enquiries

Brochures and floor plans

Viewings and reminders

Launch broadcasts

When an agent leaves

Buyers in any language

WhatsApp coexistence

Agents keep WhatsApp on their phone. Your CRM keeps every chat.

How WhatsApp coexistence works →

10:14

‹ AH Amira Haddad

Today

Is the two bedroom on Palm View still available?10:12

Yes, it is still available. Here is the listing. Two bedrooms, Palm Viewnorthwind.com/homes/palm-view 10:14✓✓ Book a viewing

Can I see it on Saturday?10:16

Saturday at 11:00 works. I will meet you there.10:17✓✓

Perfect, see you then.10:18

+ Message

Leads Messaging AR

L Lead · Two bedrooms, Palm ViewAmira Haddad

Messaging WhatsApp

Is the two bedroom on Palm View still available? Amira Haddad · 10:12 · inbound

Yes, it is still available. Here is the listing. Two bedrooms, Palm Viewnorthwind.com/homes/palm-view Book a viewing

Ana Ruiz · 10:14 · read✓✓

Can I see it on Saturday?Amira Haddad · 10:16 · inbound

Saturday at 11:00 works. I will meet you there.Ana Ruiz · 10:17 · from the phone app✓✓

Perfect, see you then.Amira Haddad · 10:18 · inbound

Write a message Send

Template formats

Brochures, buttons and listings in one message.

A WhatsApp template is more than a line of text. Write it once in your CRM, Meta approves it, and every send fills in the buyer's name and listing from the record.

9:41

‹ HR Harbour Row✓ Business account

Today

Hi Rosen, the brochure for 42 Pine Crescent is ready. Photos and the floor plan are on the listing page, or call Maya with any question. 10:42

↗Open the listing ✆Call Maya

Thanks, calling Maya now. 10:45✓✓

+ Message

Every tap comes back onto the lead, contact, case or opportunity, in the record's activity history.

Template categories and Meta's rates →

How we compare

ValueText against the other messaging apps for Salesforce and Zoho CRM.

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

ValueText OthersTypical

Where the conversation is stored Your Salesforce or Zoho CRM record The vendor's system, synced back

Runs inside your CRM, nothing in between Yes Often a separate tool synced back

Replies reach the agent who owns the lead Yes Usually a shared inbox

Reportable with your own dashboards Yes Export or a separate report tool

Channels on one lead 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 messaging apps listed on AppExchange and for Zoho CRM, not any one product. Check each row against whichever vendor you are comparing.

Answer your next enquiry on WhatsApp today.

Installed and sending in ten minutes, from the lead your agents already have open.

Start free trial

Every channel

One chat window on the lead, every channel in it.

A buyer who sends a WhatsApp today, calls tomorrow and texts next week is one history on one lead, not three.

SMS

9:41

‹ N Northgate ›

Text Message · Today 15:30

Reminder: your appointment with Northgate is tomorrow at 3:30pm. Reply C to confirm or M to move it.

Delivered

No problem. Here are the next three times we have free.

+ Text Message

Reaches every phone.

Texts for buyers who are not on WhatsApp, and the fallback when a WhatsApp does not deliver.

9:41

‹

WhatsApp✓ Business account

Today

Hi Sarah, this is Emma at Northgate. Thanks for your enquiry. Is a call this afternoon any good? 9:01

Afternoon works, after 3? 9:04✓✓

Booked you for 3:30. You will get a reminder an hour before. 9:04

+ Message

Carries the thread.

Chats, brochures and broadcasts, from the CRM or the agent's phone.

WebChat

9:41

ValueText Online

Today 16:00

Do you have a three-bedroom near the park? Visitor · 16:00

Three bedroom homes near the park 14 Elm Row, viewing Saturday at 11:00. 8 Park Lane, viewing Sunday at 14:00.

AIValueText · 16:01

Type your message

Starts the record.

Visitors chat on your website and the chat starts the lead. An add-on, priced on request.

AI agent

Messaging WhatsApp

Is the two bedroom on Palm View still available? Amira Haddad · 23:40 · inbound

Yes, it is still available. Here is the listing. Book a viewing

AIAI agent · 23:40 · read✓✓

Viewing, Saturday at 11:00

Written by ValueText · 23:41

Answers before you do.

Answers enquiries at any hour, qualifies the buyer and books the viewing. Anything that needs judgement goes to the agent with the thread attached.

Learn more →

Calls, with WorkDial

Lead On call

AH Amira HaddadTwo bedrooms, Palm View 02:14

PhoneWhatsApp

ActivityCall · 10:20 · 4 min Recording TranscriptAmira: Is the two bedroom on Palm View still available?

Dials from the lead.

On Salesforce, call the buyer from the lead, by phone or WhatsApp. The call, its recording and transcript are saved on the lead.

workdial.io →

What it costs

What a 10-agent team pays.

Three prices, all published: a price per user, one base fee per account, and the rate for each message you send. Here is a 10-agent team messaging buyers in the US, on the Advanced plan.

Talk to us See pricing

Item	How it is worked out	Amount
Advanced licences	10 × $21 × 12	$2,520.00
Base fee	1 account	$499.00
WhatsApp launch broadcasts	1,000 a month × $0.028 × 12	$336.00
WhatsApp viewing reminders	1,000 a month × $0.0064 × 12	$76.80
SMS	1,000 a month × $0.0139 × 12	$166.80
US texting registration	$16 × 12	$192.00
Incoming messages	Not charged	$0.00
Total, a year	about $316 a month	$3,790.60

The same prices on Salesforce and Zoho CRM. Messages sent from the WhatsApp Business app on an agent's phone are free. Calls through WorkDial, on Salesforce, are priced on WorkDial's site.

What you can report on

See which agent answers, and how fast.

Every message is activity on the lead, so delivery, replies and reply times reach a Salesforce or Zoho CRM report without an export.

Volume by channelMessages

WhatsAppSMS

Reply waitAgents

6 minAverage, all agents

Message volumeMessages

OutboundInboundFailed

ReportsMessaging

Last night’s enquiriesWho answered them, and when?

Reply waitHow long is a buyer waiting for an agent?

Launch repliesWhich broadcast got buyers talking?

Cost by channelWhich channel is costing us more?

This monthMessages

Outbound243

Inbound39

Failed32

Channel splitMessages

WhatsApp 238SMS 25

DeliveryMessages

Delivered 211Failed 32

Cost by directionCosts

OutboundInbound

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.

Consent and setup

Opted in, on your number, live in ten minutes.

Consent, the messages and the number all stay on your side, in the CRM your agents already use.

Consent sits on the record, held even against a send from your own automation.

Every message is stored in your CRM, not with us, and stays if you leave.

Install it and send within ten minutes, with setup and training included.

The setup guides for both CRMs →

Salesforce or Zoho CRM

Works inside Salesforce and Zoho CRM.

Salesforce for real estate

Leads, contacts, opportunities and accounts, plus custom records such as Propertybase listings and enquiries. Calls through WorkDial land on the same lead.

WhatsApp in Salesforce →

Zoho CRM for real estate

Leads, contacts and deals, plus the custom modules you keep your listings in. Templates, broadcasts, coexistence and reports work the same way.

WhatsApp in Zoho CRM →

CapabilitiesSalesforceZoho CRM

1-to-1

Bulk

Automation

Converse view

AI agent

SMS · WhatsApp · WebChat

Coexistence

Custom records

Calls through WorkDialNot available

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

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 LucasSalesforce Lead

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

Michail BerdinskiySalesforce Lead

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

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 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 LucasSalesforce Lead

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

Michail BerdinskiySalesforce Lead

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

Nassar MehmoodSalesforce Delivery Lead

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

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 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 LevyChief Operating Officer

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

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 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 LevyChief Operating Officer

Questions

Questions real estate teams ask.

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

Can agents keep WhatsApp on their phone?

Yes. With WhatsApp coexistence, agents keep using the WhatsApp Business app on their phone, and every chat syncs to the lead in Salesforce or Zoho CRM within seconds. +

A reply sent from the CRM shows up on the phone too, in the same chat. The one change is that the number runs on the WhatsApp Business app, not personal WhatsApp.

Are calls logged on the lead?

On Salesforce, yes, when they go through WorkDial. +

Can we send a new launch to all our buyers at once?

Yes. Pick buyers from a report, list view or campaign in Salesforce or Zoho CRM, for example everyone looking for two bedrooms in one area, and send one WhatsApp template. +

Each reply comes back as its own chat on that buyer's lead, with the agent who owns them. Marketing messages need the buyer's opt-in and carry an opt-out.

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

Answer your next buyer from the lead.

Rated 4.98 on Salesforce AppExchange

Talk to us Start free trial