Million Dollar Sales Process Automate, Convert & Scale Effortlessly!

A carefully designed, fully automated sales system that nurtures every lead, maximizes conversions, and keeps referrals flowing on autopilot. Built for top-producing agents and agency owners, this system ensures no lead is left behind.

✅ New Leads + Aged Leads - Keep your pipeline full and engaged with continuous follow-ups. 

✅ Referrals on Autopilot - Stay top-of-mind and generate consistent inbound leads effortlessly. 

✅ 3.5 Months of Follow-Ups - Automated outreach ensures every lead is fully nurtured. 

✅ No-Show Appointment - Re-engage missed opportunities and get them back on the calendar.

✅ Closed + Sold Workflows

Sends clients policy details via text & email
Automates payment reminders for future-dated policies (5+ days out)
Moves them into annual birthday & policy review messaging
Optional holiday messages to maintain long-term engagement
Follows up in 2 weeks to confirm they received their policy, reinforcing trust & retention

You’ve seen how Phoenix CRM can transform your agency—now it’s time to put it into action.

Million Dollar Sales Process

Automate, Convert & Scale Effortlessly!

You’ve seen how Phoenix CRM can transform your agency—now it’s time to put it into action.

✅ New Leads + Aged Leads - Keep your pipeline full and engaged with continuous follow-ups. 

✅ Referrals on Autopilot - Stay top-of-mind and generate consistent inbound leads effortlessly. 

✅ 3.5 Months of Follow-Ups - Automated outreach ensures every lead is fully nurtured. 

✅ No-Show Appointment - Re-engage missed opportunities and get them back on the calendar.

✅ Closed + Sold Workflows

Sends clients policy details via text & email
Automates payment reminders for future-dated policies (5+ days out)
Moves them into annual birthday & policy review messaging
Optional holiday messages to maintain long-term engagement
Follows up in 2 weeks to confirm they received their policy, reinforcing trust & retention

TRUSTED BY

DASHBOARDS – See Your Business at a Glance

✅ Customizable Metrics & Widgets – Track sales, marketing, and agent performance in real time.

✅ Opportunity Pipelines – Know exactly where every lead is in the sales process.

✅ Data-Driven Growth – Insights that help you scale smarter, not harder.

Dashboards – See Your Business at a Glance

✅ Customizable Metrics & Widgets – Track sales, marketing, and agent performance in real time.

✅ Opportunity Pipelines – Know exactly where every lead is in the sales process.

✅ Data-Driven Growth – Insights that help you scale smarter, not harder.

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A CRM Built For You

Customized For Your Agency's Success

Tailored workflows, automations & branding designed to fit your business needs. 

Custom dashboards & reporting so you can focus on the data that matters. 

Scalable from Solo Agent to Agency – Built to grow with you.

Phoenix CRM isn’t just another software — it’s a fully automated, custom-built system designed to help you close more deals, boost referrals, and scale with confidence.

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

Enhance your Phoenix CRM Experience

Choose from these ADD-ONS

UPHEX (DIY LEAD PLATFORM)

$30/mo

An All-In-One “leads for dummies” system.

Create your own ad campaigns or use their pre made templates to run your own campaigns.

Custom AI Bots

$100/mo per bot

Tailor your own customized Ai bot for social media, lead vetting, appointment booking and more.

WAVV Power Dialer / Phone Burner / Kixie

starting at $59/mo

Streamline your outreach process with cutting-edge dialer technology. Individual & Team Packages starts at $59/mo

White Labeled Agency App

$150/mo

Create your own white labeled agency app for your team to house training courses and announcements.

AND A WHOLE LOT MORE...

ALL-IN-ONE Platform!

Check Out More of Our Services

We offer all the support that you need to succeed.

Automate lead distribution, streamline operations, and empower your agents with a system designed for growth.

Marketing Services

VA Services

Dialer Services

Leads Services

Power Dialer Integration

Website Design

Custom Integrations

App Builds

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?

Absolutely! Upon signing up, you’ll receive onboarding emails to help set up your account. You’ll be assigned an onboarding specialist to guide you through your first 30 days and book your 1:1 onboarding call. Plus, our Support Center is available 24/7 with step-by-step guides.

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.