How do I set it up in Zoho CRM?

Install it as a Zoho administrator, then run the five-step setup: your country, sign in to your ValueText account, which channel sends by default, the secure connection so replies and delivery statuses reach your CRM, and which modules are searched when an unknown number messages you. The texting window is added to Lead, Contact, Account, Deal and Case records. Ten minutes.

Do we need a developer to set this up?

No. A Zoho CRM administrator installs it and runs the five-step setup in ten minutes. Nothing to host, no developer, no separate tool.

Which records get the texting window?

Lead, Contact, Account, Deal and Case. Every phone field on the record is offered as the number to text, and your admin can add a field that holds a number or hide one you do not want used.

Can we keep our phone number?

Yes. You can bring a number you already own and keep texting from it, for SMS and WhatsApp alike. ValueText can also provision numbers where you need new ones.

What is an approved template, and why do I need one?

WhatsApp will not let you message someone first in free text. You submit a template to Meta for approval from inside Zoho CRM, then send that template to open the conversation. Three kinds exist: quick-reply buttons, a call-to-action link, and a link with a phone number.

How long does template approval take?

Meta sets the timing: from a few minutes to twenty-four hours. A rejected template is edited and resubmitted. While you wait you can already add the template to your dynamic templates, so it is ready the moment approval lands.

Where do the messages actually live?

On the record in your Zoho CRM, not in a vendor inbox. There is no copy to sync, and the history stays when a rep leaves.

Who owns the conversation data?

You do. Every message, inbound and outbound, is written to your own CRM and linked to the record it belongs to. Your existing reports read it without an export, and it is still there the day you stop paying us.

Is it secure enough for our compliance team?

Certified to ISO 27001:2022, and we sign BAAs. Consent and opt-outs are held as data you control, and the security page carries the certificate, the sub-processor list and the DPA.

What does it cost to send a message?

The published rate for the country you are sending to. Messages sit on top of the licence price and one base fee per account. Every country rate is listed on the pricing page, so you can work the number out before you talk to anyone.

One record, every reply

Text from Zoho CRM. Every reply on the record.

Q: Can customers reply, and where does the reply go?

Onto the record it came from. An unknown number is matched against the modules you chose in setup, and the message appears in that record's texting window, so the next person to open it reads the whole thread.

Q: 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.

SMS, WhatsApp and WebChat from the lead, contact or deal your team already has open. The thread stays where the next person looks.

Talk to us See pricing

4.98 on Salesforce AppExchange

250+ Teams worldwide

8,000+ Users

200M Messages a year

190+ Countries covered

97.3% Delivery rate

What it does

Five ways your team uses text messaging in Zoho 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 Zoho CRM Lead, Contact or Deal. 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 Zoho CRM 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 Zoho 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.

crm.zoho.com/crm/northwind/tab/Messaging

CRM Home Leads Contacts Deals Messaging EM

Messaging

All chats 4 open

ED Elena DuarteAI Saturday works. Can we see both? 16:04WhatsApp

TR Tom ReyesThanks, that works for us. 15:20SMS

NF Nadia FaroukIs the park view unit still free? 14:47WebChat

MC Maya ChenCan we move Thursday's demo to 11:00? YesterdayWhatsApp

L Elena Duarte Lead · Northwind Agent Northwind assistant Knowledge base · 42 pages WhatsApp

Today

Do you have anything with three bedrooms near the park? Elena Duarte · 16:01 · inbound

Two three bedroom homes are open this week, both a short walk from the park. Would Saturday at 11:00 suit you? AINorthwind assistant · 16:02 · delivered✓✓

Saturday works. Can we see both? Elena Duarte · 16:04 · inbound

AI is answering on your behalf Take over

Why teams choose ValueText

More replies, fewer things falling through the cracks

Every one of these runs inside the Zoho CRM 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. Zoho CRM 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 →

02 · Winning the work

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.

The message that goes out

See the setup →

03 · Winning the work

Group SMS

Send to a list of records. 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.

The message that goes out

See the setup →

04 · Winning the work

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.

The message that goes out

See the setup →

05 · Doing the work, getting paid

Technician on the way

The text goes out when the appointment status changes, with the arrival window from the job record. The reply comes back to the same record, so a reschedule is a note on the record, not a voicemail.

Sam is on his way, arriving between 10:00 and 10:30.

The message that goes out

See the setup →

06 · Doing the work, getting paid

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.

The message that goes out

See the setup →

07 · Doing the work, getting paid

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.

The message that goes out

See the setup →

08 · Doing the work, getting paid

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

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 record that holds the balance.

The channels

SMS, WhatsApp and WebChat, one thread on the Zoho CRM record.

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.

M

Delivered

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

+ Text Message

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.

Zoho SMS →

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.

Rich media, documents, voice notes, read receipts. Runs on the official WhatsApp Business platform, with SMS fallback.

Zoho WhatsApp →

Security

Nothing is stored outside your org.

Every message, attachment and status is a record in your Zoho CRM. Our side of the ledger stays blank.

Your orgEverything

09:12Inbound SMS from Meera ShahMessage

09:12Linked to Work Order 00482Related

09:18Outbound reply, template T-01Message

09:18Status set to ConfirmedField

18:06Photo, 1.2 MBFile

18:09Outbound WhatsApp replyMessage

18:09Delivery receiptStatus

ValueTextNothing

0 Messages stored No database, no mirror, no analytics copy. The relay forgets a message the moment it is written to your record.

Certified to ISO 27001:2022. We sign BAAs where your work requires one.

Who owns the data

Your conversations live in Zoho 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.

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 for 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 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 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 for Zoho CRM, not any one product. Check each row against whichever vendor you are comparing.

What it costs

$7 per user / month

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.

See the price for your team

★★★★★

“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

Common questions

Questions about texting from Zoho CRM

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. +

An unknown number is matched against the modules you chose in setup, and the message appears in that record's texting window, so the next person to open it reads the whole thread.

02

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 in your own Zoho CRM.

Rated 4.98 on Salesforce AppExchange

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