Instantly CRM makes it easy to call and text right from the platform.
This guide will show you how to register for A2P 10DLC and purchase phone numbers.
How to Register for A2P 10DLC
If you are not sending SMS to US-based opportunities, you don't need to register for A2P 10DLC.
If you're sending texts to opportunities that are in the US, you need to register. Here's what to do:
Gather Your Info: Collect your EIN/business registration number/VAT, company name, address, and phone number.
Find the Form: Go to the Calls and SMS tab in Instantly CRM and open the A2P 10DLC Registration
Fill Out the Form: Enter all the needed details correctly to avoid any hold-ups or denials. Please make sure that the data you submit is correct; EIN/business registration number/VAT are super important.
Submit and Wait: Once you fill out a form, you should see a message that the registration is in a pending review status. After submitting, your registration will need to be reviewed. This can take up to 7 business days. Keep an eye on your email for any updates or approval notices.
Tips:
Double-check your information; all the details you submit must be correct.
Use a valid EIN for US-based companies – not a DUNS number. If you're using EIN, please locate your CP 575 letter, which is the official record of your EIN sent by the IRS. If you cannot locate this letter, you may request a replacement from the IRS (called a 147c letter).Enter your Legal Company Name exactly as registered with the IRS, If you’re registering a US entity
Use a Valid Tax ID for companies based outside of the U.S.
Tax ID or Business Registration Number and Type - for non-US companies.
Keep tabs on your registration status.
If there's a problem or your registration has failed right after submitting, contact support via chat.
How to Purchase Phone Numbers and Credits
Calls & SMS credits are bought via the Settings page. A CRM subscription is required, but free trial users can buy credits for testing.
Here are step-by-step instructions for purchasing a phone number:
Navigate to billing.
Click "Calls & SMS"
Select the locality in the USA.
Select the phone number and click "Purchase":
Buy phone credit.
You can refer to the pricing information from Twilio, which is the calls and SMS service provider for the CRM platform:
Now you are all set and can make calls from CRM! Learn how to make calls and send SMS here.