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WorkDial: Native Salesforce CTI, Dialer, WhatsApp Calling & AI Call Logging
Salesforce-native dialer, WhatsApp Business calls, and AI call analysis
- Industries
- Engineering, Construction, & Real EstateFinancial ServicesProfessional Services
- Business Need
- SalesAgent ProductivityTelephony
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudPlatform Cloud
Salesforce-native CTI, dialer, and WhatsApp Business calling with AI call analysis built in. Every call and transcript becomes a native Salesforce record the moment it happens. Click-to-call, power dialer, IVR, recording, and BYOA telephony at cost.
Highlights
Native Salesforce CTI, not an integration Built as a native Salesforce managed package on Lightning. No plugins, iFrames, middleware, or sync layer. Every call and transcript becomes a native Salesforce record the moment it happens.
AI call analysis, included Transcripts, sentiment, and summaries are written to the call record automatically. Transcripts at every tier; full analysis from Professional up. No add-on, no per-minute AI fees.
WhatsApp Business calling Place WhatsApp Business voice calls from any Salesforce record, alongside standard telephony. Reach customers on the channel they answer, logged like every other call.
Click-to-call and power dialer Call from any record with one click, or run a power dialer through a list. Screen pops, call controls, and dispositions live inside Lightning Experience.
Automatic call logging Calls, outcomes, notes, and recordings log themselves to Salesforce in real time. Reps stop typing after-call notes, and your pipeline data stays complete.
BYOA telephony at cost Bring your own Twilio account and pay the carrier directly, at cost, with no WorkDial markup on minutes. Trial calling is provided so you can start before setting up Twilio.
Your data, your org Records are native to your Salesforce org, and you choose where recordings live: native Salesforce Files, your own Twilio, or your own cloud storage. WorkDial keeps no copy of its own.
Recording, IVR, and routing Record calls, route with IVR and queues, and give supervisors live monitoring and barge-in. Everything a Salesforce-only team needs, without a separate phone system.
Live in a day, trial free Install from AppExchange and connect in a day, not months. Start a 14-day free trial of Professional with AI call analysis on, no credit card required.
Provider Details
ValueText | WorkDial
ValueText is the first multi-channel messaging app designed for Salesforce. We have built our product with a mission to improve customer communication by easily sending and receiving SMS, WhatsApp, and Telegram messages directly in Salesforce. Whether you need 1-to-1 conversations or bulk texting, powerful automation or bots, we have it all. ValueText is easy to use, quick to set up, and it comes with outstanding customer support at an affordable price. ValueText empowers sales, marketing, and support teams to better engage with your customers. Today, it is used by customers in over 30 countries, including well-known companies like Yamaha, Fujifilm, and Legrand. We have designed ValueText to serve any industry, and it is successfully used in Technology, Financial Services, Insurance, Communications, Education, Healthcare, Real Estate, Government, and more. At ValueText, we listen to our customers and never stop improving, so you can enjoy multiple major releases with new features per year. And don't take our word for it, simply read numerous 5-star reviews from our happy customers to see why they love ValueText. BOOK YOUR PERSONAL DEMO TODAY: valuetext.io/demo
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Per user, per month, billed annually; monthly is annual plus 22%. No seat minimum, no add-ons, AI call analysis included. Telephony is BYOA (your own Twilio) at carrier cost, no markup. Professional: 14-day free trial, no card.
Core
$28 USD/user/month
Free trial available for 14 days
Professional
$59 USD/user/month
Free trial available for 14 days
Enterprise
$99 USD/user/month
Lowest Starting Price