Why Salesforce 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.

{{ jobCur.title }}

{{ jobCur.body }}

{{ k.t }}
{{ s.big }}{{ s.label }}
{{ jobCur.threadTitle }} LIVE
{{ jobCur.threadMeta }}
{{ m.text }}{{ m.meta }}
{{ jobCur.outcome }}
How it works

It runs on its own. Nobody has to remember.

Your admin builds these once in the Salesforce automation you already use. No developer, no separate tool.

{{ hwFlow.name }} {{ hwFlow.trail }} {{ hwFlow.chip }} {{ hwFlow.counter }}
{{ s.n }} {{ s.title }} {{ s.body }}
{{ c.t }}
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.

An AI agent answers first

Routine questions get a proper answer the moment they arrive, at two in the morning included. Anything it should not handle goes straight to a person with the whole thread already on the record.

Hands over cleanly

Drip sequences that read the room

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.

Stops when it should

Talk to people in their own language

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.

One team, more markets
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

ValueText installs from AppExchange like any other managed package. A Salesforce admin can do the whole thing in about twenty minutes, and setup and training are included in the fee rather than charged by the day.

00:00 · Admin 00:07 · Admin 00:14 · Admin
00:00 · Admin 01

Install the managed package from AppExchange

Into a sandbox or straight into production. Nothing to host and no middleware to buy.

00:07 · Admin 02

Connect a number through Twilio or Vonage

Your own gateway account, or one we open for you. The keys live in your org, not with us.

00:14 · Admin 03

Add the console to the page layout

Drag it onto the Contact, Lead or Case layout your team already opens.

The full Salesforce setup guide →00:20 · First message out from the record
Ownership and control

The conversation belongs to you, not to a vendor

Most messaging tools keep the thread on their side and sync a copy to your CRM. We do the opposite. The record in your Salesforce is the conversation, so it survives the rep who leaves and the tool you stop paying for.

The record is the conversation

+

Not a copy of it. Reporting, sharing rules and permissions work on messages the same way they work on everything else in your org.

A rep leaving takes nothing with them

+

The history sat on your records the whole time, so their replacement opens the file and reads it.

Report on it with your own tools

+

Messages are Salesforce data. Your existing reports and dashboards can see them without an export or a connector.

Your keys stay in your org

+

The connection to your messaging account is authorised from inside your Salesforce, and it stays there.

What you keep, whatever happens next

True on day one, and true the day you stop paying us
01Every message and reply, on the record it belongs to
02Your existing Salesforce reports can read it
03Consent and opt-outs held as data you control
04No export needed to see your own history
05No vendor inbox holding the only copy
06It is still all there the day you stop paying us
Certified to ISO 27001:2022 Independently audited information security. We also sign BAAs where your work requires one.
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.

4.9 / 5 from 127 reviews On Salesforce AppExchange
What to ask ValueTextSalesforce native OthersTypical
Where the conversation is stored Your Salesforce record The vendor's system, synced back
Works without middleware Yes Often needs a connector
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.

Built around your work

Salesforce SMS, by industry

The messages, the timing and the consent rules are not the same in a mortgage team as in a hospital. Start from the one that looks like yours.

All use cases →
Five of them, one package
01 · Deal record

Mortgage and lending

Rate alerts, document chasing and approval updates, on the deal record.

02 · At scale

Higher education

Applicant follow-up, enrolment deadlines and term reminders at scale.

03 · Consent as data

Healthcare

Appointment reminders, prep instructions and follow-up, with consent held as data.

04 · Property record

Real estate

Viewing confirmations, listing alerts and offer updates from the property record.

05 · Non-profit pricing

Non-profit

Donor and volunteer messaging, with 10% off every line we bill.

10% off
What it costs
$7 per user / month

You can price it before you talk to anyone

Three lines, and all of them are published. A price per user, one base fee per account whatever plan you pick and however many licences you buy, and messages at the rate we publish for the country you are sending to.

See the price for your team Every country, every plan, on one page.
Seats

From $7 a user a month

Per licence, per month, and it comes down when you pay yearly.

Base fee

$499 per account

The same whatever plan you pick and however many licences you buy.

Messages

At the published rate

The rate for the country you are sending to, listed for every country we serve.

What the base fee pays for

One fee per account. It does not change with your plan or your licence count.
24/7 live support
Complete setup, done with you
Unlimited training for your team
Every upgrade, for as long as you stay
Non-profit? Ten per cent comes off.Off every line we bill, applied on the pricing page without asking anyone. Pricing →
Common questions

Questions about SMS for Salesforce

01

Do we need a developer to set this up?

No. A Salesforce admin does the whole install in about twenty minutes.
+

The managed package comes from AppExchange, the number connects through Twilio or Vonage and the console goes onto the page layout your team already opens. No Apex, no middleware and nothing to host.

02

Where do the messages actually live?

On the record in your Salesforce, not in a vendor inbox.
+

There is no copy to sync. Reporting, sharing rules and permissions work on messages the same way they work on everything else in your org, and the history stays when a rep leaves.

03

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.

04

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.

05

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, the gateway keys stay in your org, and the security page carries the certificate, the sub-processor list and the DPA.

06

What if we use WhatsApp as well as SMS?

Same console, same record, one package.
+

SMS, MMS and WhatsApp all log to the record. WhatsApp templates are approved through Meta and priced per conversation, and the rates are on the pricing page with everything else.

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

Talk to someone who has done it before

Whether you want a demo on your own org, a price for your team, or help getting the trial running, pick whichever suits you. A person answers, not a queue.

01 · Most people start here

Talk to us

Thirty minutes on your own Salesforce, with someone who can answer the hard questions.

Pick a time
02 · Today

Start a free trial

Install it and send your first message today. We help you get it running.

03 · In writing

Email sales

sales@valuetext.io, for a price, a proposal, or a question you would rather write down.

A person answers, not a ticket queue Support is included in the fee, at no extra cost Setup and training come with it, never charged by the day