Send SMS and WhatsApp Messages from Salesforce – All in One Smart Platform
A native Salesforce app for seamless SMS and WhatsApp messaging—powered by AI for smarter replies, templates, and conversation summaries. Easily connect with your customers through SMS and WhatsApp directly from Salesforce.
Winfomi’s Smart Messenger, available on Salesforce AppExchange, lets you send, receive, and manage all conversations in one place—no third-party tools or context switching.
Your Trusted SMS & WhatsApp Messaging App for Salesforce
Messenger AI by Winfomi is a secure, scalable messaging solution built natively on Salesforce, designed to streamline your SMS and WhatsApp communication. From one central interface, your teams can connect with customers, automate follow-ups, and improve engagement — without leaving the CRM.
What Makes Messenger AI Reliable:
- 100% Salesforce-Native App – No external tools or integrations required
- Unified Messaging Interface – Send and receive SMS & WhatsApp from one place
- AI-Powered Replies – Get context-aware suggestions and quick responses
- Message Rewriting & Summarization – Reframe tone and summarize conversations instantly
- Prebuilt Smart Templates – Save time with reusable, customizable templates
- Secure & Compliant – Enterprise-grade data security with audit-friendly tracking
Whether it’s for Sales, Service, or Marketing, Messenger AI helps you stay responsive, consistent, and customer-focused — all while working within your existing Salesforce workflows.
Why Use Messenger AI for WhatsApp Messaging in Salesforce?
Smart Messenger by Winfomi offers robust features for seamless SMS and WhatsApp messaging—directly within Salesforce. Whether you're looking for Salesforce SMS integration, WhatsApp for Salesforce, or automated SMS from Salesforce, Smart Messenger helps your team engage customers in real-time, without leaving your CRM.
Message Scheduling
Schedule SMS or WhatsApp messages to be sent automatically at a specific date and time.
Media File Support
Upload and send attachments (images, PDFs, videos) in messages with ease.
Chat History Download
Download and store complete conversation logs for future reference or compliance.
Real-Time Message Sync
Incoming messages appear instantly within relevant Salesforce records.
Pin Messages
Highlight and pin key messages in the chat window for easy follow-up.
Starred Messages
Mark important messages as starred for quick access during ongoing communication.
Message Search
Search SMS and WhatsApp messages using keywords or filters to find relevant conversations fast.
Quick Replies from Utility Bar
Respond to messages directly from the Salesforce utility bar—no tab switching needed.
Why Smart Messenger Beats Other Salesforce SMS/WhatsApp Tools:
| Feature / Capability | Smart Messenger by Winfomi | Other Tools |
|---|---|---|
| Native Salesforce Integration | 100% Native – no external systems needed | Mostly API-based or third-party dependent |
| AI Features (Reply, Reframe, Summarize) | Powered by Agentforce AI for faster, smarter messaging | Limited or no AI support |
| Unified Messaging Inbox | One central view for SMS & WhatsApp in Salesforce | Fragmented or per-channel views |
| No Context Switching | All communication happens inside Salesforce | Requires external tools or tabs |
| Customizable per Team/Role | Easily configurable by user role and org structure | Limited customization |
| Text Messaging App for Salesforce | Fully-featured SMS & WhatsApp messaging app built into Salesforce | Basic or lacking native texting capability |
Why Your Business Needs Salesforce SMS and WhatsApp Integration
In today’s fast-paced digital landscape, businesses face challenges like fragmented communication, delayed customer responses, and limited visibility when using external tools for SMS and WhatsApp messaging.
The Problem
The Solution: Smart Messenger by Winfomi
The Result
- Stronger customer relationships through real-time communication
- Faster service resolution and lead response
- Increased team productivity and messaging consistency
Business Impact of Salesforce SMS & WhatsApp Integration
Messenger AI isn’t just built for seamless communication—it’s built for results. From reducing response time to cutting costs, it delivers measurable ROI across sales, service, and support operations inside Salesforce.
Agent Efficiency
- Speeds up responses with AI-suggested replies and summaries
- Reduces agent response time by 30–40%
Sales Conversion
- Enables timely, personalized follow-ups through WhatsApp & SMS
- Improves lead conversion rates by 15–20%
Customer Satisfaction
- Ensures consistent, real-time communication
- Boosts CSAT/NPS scores by 25–30%
Cost Saving
- Removes the need for third-party SMS/WhatsApp tools
- Delivers 30–50% in platform and operational cost savings
Compliance & Tracking
- Maintains a unified, auditable message history
- Helps reduce compliance risks and audit overhead
Template Automation
- Automates message drafting with AI-powered templates
- Cuts manual effort by up to 70%
Why Choose Winfomi for Salesforce Messaging?
Messenger AI is a reliable, AI-powered messaging solution built 100% natively on Salesforce. It’s designed to simplify communication, enhance productivity, and drive measurable results — all within your existing CRM.
Winfomi provides scalable, AI-powered Salesforce SMS texting solutions for growing teams.
Built for Salesforce
Messenger AI is developed natively on Salesforce, offering seamless integration, real-time data sync, and full compatibility with your CRM workflows — no third-party tools required.
AI-Enhanced Messaging
Leverage built-in AI to streamline communication with smart reply suggestions, message summarization, and reusable templates that boost productivity across teams.
Secure & Scalable
Designed with enterprise-grade security and compliance, Messenger AI supports high-volume communication for Sales, Service, and Marketing—without compromising data integrity.
Proven Results
Messenger AI helps you reduce response time, improve customer satisfaction, and save on messaging costs — delivering measurable ROI from day one.
Backed by Experts
Supported by Winfomi’s certified Salesforce professionals, you get expert assistance at every stage — from implementation to optimization.
How to Use Salesforce for SMS and WhatsApp Messaging – Simple & Powerful
With Messenger AI, sending and managing SMS and WhatsApp messages from Salesforce is effortless. Built 100% natively on the Salesforce platform, it lets you communicate with leads, customers, and contacts directly—without switching between apps.
Step 1: Seamless Integration
Messenger AI works inside your existing Salesforce interface. No plugins, no third-party apps. Just open a record, type your message, and hit send — it’s that simple.
Step 2: One Unified Inbox
Manage all incoming and outgoing messages (SMS + WhatsApp) from a single view. Sales, support, and marketing teams can stay on top of every conversation without missing a beat.
Step 3: Automation & Templates
Create automated replies, schedule messages, or use prebuilt smart templates for common responses. Messenger AI saves time and ensures consistent communication.
Step 4: Smart, AI-Powered Messaging
Reply faster with AI-suggested responses, summarize long threads instantly, and reframe messages for the right tone — all powered by Agentforce inside Salesforce.
Step 5: Real-Time Updates & Tracking
Track message status, delivery, and replies in real-time. Everything is logged under the customer record, giving your team full context at every step.
Ready to Streamline Customer Messaging in Salesforce?
Start sending SMS and WhatsApp messages from Salesforce—powered by Smart Messenger’s AI engine. Book a demo or talk to our experts today.
