Text Messaging
Text clients the way they actually reply.
One-to-one conversations and broadcast campaigns, right from your CRM — with the carrier-required 10DLC registration handled for you and every message archived. No separate texting app to bolt on.
Built in, not bolted on
Texting that belongs in your CRM.
Because texting lives inside Swivel, every message logs to the client's record automatically — and the regulatory hoops are handled for you, not left as your homework.
Conversational texts
Two-way, one-to-one texting from any contact — the quick replies clients prefer over email.
Broadcast campaigns
Send a text campaign to a whole list — seminar invites, review reminders, market updates.
10DLC handled for you
Swivel guides you through the A2P 10DLC brand and campaign registration carriers require.
Why advisors use it
Compliant, personal, on the record.
Compliance archiving
Messages are archived and logged to the client record, so your text history is as auditable as your email.
Opt-in management
Track SMS consent per contact so you only text clients who've opted in.
Templates & tokens
Reusable templates with merge tokens keep every message personal without retyping.
Works with automations
Let automations send the right text on birthdays, anniversaries, and age milestones.
FAQ
Questions, answered.
Do I need to register for 10DLC to text from Swivel?
Carriers require A2P 10DLC registration before any business can send text campaigns. Swivel walks you through that registration and submission so you can text compliantly — it's part of getting set up.
Can I text one client and send to a group?
Yes. Send conversational one-to-one texts from a contact, or broadcast a text campaign to a whole list — both from inside Swivel.
Are text messages archived for compliance?
Yes. Swivel supports compliance archiving for text messages, and every message is logged to the client's record so you have a complete history.
Can I personalize texts?
Yes. Use templates with merge tokens to personalize each message, and manage SMS opt-in per contact so you're only texting clients who've agreed to it.
Start the conversations that close.
See Swivel's built-in texting on a quick walkthrough — including how the 10DLC setup works.