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Built for ambitious agents & growing agencies, Phoenix CRM is more than just a tool—it’s a custom-built system designed to fit your business.
Increase revenue effortlessly with automation and AI-driven workflows.
Scale smarter, not harder with a CRM tailored to your agency’s needs.
Get a fully customized setup—built specifically for you, whether you're a solo agent or managing a team.
By checking this box, I agree to the user agreement, terms and conditions and privacy policy of Phoenix CRM. I consent to receieve SMS notifications, Alerts & Occasional Marketing Communication from Phoenix CRM. Message frequency varies. Message & Data rates may apply. Text HELP for assistance or reply STOP to unsubscribe at any time.
Built for ambitious agents & growing agencies, Phoenix CRM is more than just a tool—it’s a custom-built system designed to fit your business.
Increase revenue effortlessly with automation and AI-driven workflows.
Scale smarter, not harder with a CRM tailored to your agency’s needs.
Get a fully customized setup—built specifically for you, whether you're a solo agent or managing a team.
Complete your ORDER now and START transforming your business with a system that works exactly the way you need it to!
3RD PARTY AND PHONE BILLING IS NOT INCLUDED IN SUBSCRIPTION PRICING.
PHOENIX CRM USES TWILIO PHONE SERVICES.
A2P REGISTRATION FEES, SMS, PHONE AND 3RD PARTY FEES WILL BE AUTO-CHARGED IN $10 INCREMENTS WHEN THE USERS ACCOUNTS REACHED 0.00.
A2P Registration: $30
Business Phone Number: $1.00-$3.00
SMS: $0.0079/message
Email: $0.675 per 1000 emails
Outbound: $0.0140/call
Number Validation: $0.005/number
Have Questions? Check Out FAQs.
We’ve answered the most common questions here. If you need more help, our support team is always ready
Can I customize the automated text messages that go out to my leads?
Yes! Unlike other platforms, we give you full access to your backend system. You can edit your text messages and emails yourself or send us your requested changes, and our support team will handle them for you.
Will someone help me get started?
Is there live chat support?
Yes! You’ll have a dedicated support channel in our Discord Server (here) where you can speak directly with our support, development, and marketing team. Whether it’s a technical issue or business expansion guidance, we’ve got you covered.
Do you offer customized agency accounts?
Yes! Our white-labeled agency accounts allow you to set up your team for success and gain full access to their systems for metrics, insights, and training. Use our agency leaderboards to track performance in real time and boost competition.
What exactly gets automated within Phoenix CRM?
We automate everything:
🟡 Lead follow-ups
🟡 Client retention
🟡 Task management
🟡 Appointment reminders
🟡 Team training & onboarding
🟡 And more!
If you can think it, we can automate it.
How does Phoenix CRM improve lead management?
Phoenix CRM captures, tracks, and prioritizes leads effortlessly. You can assign leads automatically and ensure that no potential client falls through the cracks.
What are the key features of Phoenix CRM?
🟡 Lead & Client Management – Centralized storage and tracking of all interactions
🟡 Referrals on Autopilot – Get more leads effortlessly with automated referrals
🟡 Automated Communication – Emails, SMS follow-ups, and renewal reminders
🟡 Analytics & Reporting – Real-time insights into sales and conversions
🟡 Spam Protection with Client Retention software – Auto-schedule annual follow-ups & touchpoints, submit sales to your team leaderboard instantly, and build long-term relationships that boost retention and renewals.
Because the sale isn't the end—it’s just the beginning.
Can Phoenix CRM automate follow-ups?
Yes! Our system automates email and SMS follow-ups, so you stay connected with leads and clients without lifting a finger.
How does Phoenix CRM support customer retention?
🟡 Automated renewal reminders to ensure clients never miss a policy update
🟡 Personalized communication including birthday and anniversary messages
🟡 Tracking client interactions to provide timely and relevant service
Does Phoenix CRM integrate with other tools?
Yes! Phoenix CRM integrates with marketing platforms, accounting software, and email services to ensure a seamless flow of data and maximize your efficiency.
What types of insurance can benefit from Phoenix CRM?
Phoenix CRM is designed for Life, Health, Retirement, Homeowners, and Commercial Insurance. Our features adapt to fit your specific needs.
How can I ensure my team adopts this new CRM system?
🟡 We handle 95% of your setup so your agents can focus on selling, not system-building.
🟡 Unmatched Support & Community – Our industry-expert support team ensures your success.
🟡 Comprehensive training through onboarding calls, video tutorials, and our Discord Community.
An AI-Powered Platform built to help you scale with confidence and ease—so you can focus on what you do best: CLOSING DEALS!
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