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.

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.

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.

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.

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.

Phoenix CRM captures, tracks, and prioritizes leads effortlessly. You can assign leads automatically and ensure that no potential client falls through the cracks.

🟡 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.

Yes! Our system automates email and SMS follow-ups, so you stay connected with leads and clients without lifting a finger.

🟡 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

Yes! Phoenix CRM integrates with marketing platforms, accounting software, and email services to ensure a seamless flow of data and maximize your efficiency.

Phoenix CRM is designed for Life, Health, Retirement, Homeowners, and Commercial Insurance. Our features adapt to fit your specific needs.

🟡 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.