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What Million-Dollar Agents Are Saying
See how elite agents are using Phoenix CRM to scale faster, close more deals, and dominate their market.
“A true platform for team growth!”
My recruiting efforts have skyrocketed since building out a fully automated recruiting, onboarding and team training system with Phoenix CRM.
Both recruits and agents are plugged into my backend system allowing me to onboard, train and track sales from one platform.
Not to mention the fact that I can get my agents plugged into their own platform for just $25..... Incredible!
Maria Patel
Life Line Insurance Group
“I finally feel
organized”
I was a die hard paper and pen agent until I started using Phoenix CRM.
It wasn’t easy to let go of my old ways but, it was 100% worth it.
I now have all of my leads and clients organized and each contact is setup to be reached out to automatically.
I’m exhausting all of the leads I purchase and keeping in contact with all of my clients annually without having to lift a finger.
Game changer for sure.
Freddy McDonald
Family Mortgage Solutions
“World’s Best Customer Service!”
Phoenix CRM has an incredible, user friendly, customizable platform that I absolutely love but, I can not brag on their customer service team enough.
I have my own channel within their Discord server that allows me to speak with my dedicated account manager, the tech support team, the developer AND the owner, Jenny in one easy to use location.
No more lost support tickets or disappearing live chats.
They are truly the best and will go above and beyond to make sure your experience with their platform is a 10/10.
Lauren Hendricks
Hendricks Retirement Services
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!
Email us at [email protected]
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