Designed for
Agents & Agencies Who Refuse to Settle
Phoenix CRM is the #1 Insurance Sales Software that helps ambitious agents and agencies scale with automation, marketing, and proven sales strategies.
We don’t just give you tools—we give you a custom-built system for success. Whether you’re a solo agent or an agency leader, we tailor the CRM to match your workflows and growth goals.
Designed for
Agents & Agencies Who Refuse to Settle
Phoenix CRM is the #1 Insurance Sales Software that helps ambitious agents and agencies scale with automation, marketing, and proven sales strategies.
We don’t just give you tools—we give you a custom-built system for success. Whether you’re a solo agent or an agency leader, we tailor the CRM to match your workflows and growth goals.
Designed for Agents & Agencies Who
Refuse to Settle
Phoenix CRM is the #1 Insurance Sales Software that helps ambitious agents and agencies scale with automation, marketing, and proven sales strategies.
We don’t just give you tools—we give you a custom-built system for success. Whether you’re a solo agent or an agency leader, we tailor the CRM to match your workflows and growth goals.
Designed for
Agents & Agencies Who Refuse to Settle
Phoenix CRM is the #1 Insurance Sales Software that helps ambitious agents and agencies scale with automation, marketing, and proven sales strategies.
We don’t just give you tools—we give you a custom-built system for success. Whether you’re a solo agent or an agency leader, we tailor the CRM to match your workflows and growth goals.
Phoenix CRM Pricing – Built for Agents & Agencies Ready to Scale
Choose the Plan That Matches Your Growth
Whether you're a solo agent looking to streamline operations or an agency ready to scale your entire team, Phoenix CRM gives you the automation, tools, and support to grow without the stress.
$1500 Setup Fee
$5000 Setup Fee
$5000 Setup Fee
$1500 Setup Fee
$5000 Setup Fee
$5000 Setup Fee
Compare All Features
Find the Perfect Plan for your Agency - Choose What Fits Best.
| Features | Agent | Agent Blue | Agency | Agency Pro | Agency Pro Blue |
|---|---|---|---|---|---|
| Monthly Price | $150/month | $350/month | $400/month | $3,500/month | $4,500/month |
| Annual Price Save 15% |
$1,530/year | $3,570/year | $4,080/year | $35,700/year | $45,900/year |
| Add-Ons (Phone Fees) |
+ Phone Fees | + Phone Fees if A2P Phone Number is used alongside iMessage | + $25/user + Phone Fees | + Phone Fees | + $170/iMessage Line + Phone Fees for A2P Lines |
| Setup Fee | - | - | $1,500 | $5,000 | $5,000 |
| Contract Terms | 3-Month Contract | 3-Month Contract | 12-Month Contract | 12-Month Contract | 12-Month Contract |
| Best For | Solo agents needing automations | Agents who want increase response rate with iMessage | Small agencies scaling operations | Large agencies requiring full support | Large agencies with iMessage integration |
| Lead Nurture + Task Automations | |||||
| Lead Vendor Integration | |||||
| Social Media Planner + Integration + Cross Posting + DM's in the CRM | |||||
| White Glove Customer Service, Live Chat + Video | |||||
| Pay Per Use SMS, Phone, Email | |||||
| 3rd Party Integrations (WAVV, Phone Burner, Kixie) | |||||
| Million Dollar Sales System (Life / Mortgage /IUL/ Annuity) | |||||
| Full Marketing Suite (Website Builder, Funnels, Surveys, Forms) | |||||
| In-House Marketing Team | |||||
| Auto Booking Calendar + Appointment Reminders | |||||
| Customized Agent Website | |||||
| Phoenix AI Assistant | |||||
| User Accounts for Staff | |||||
| Sold Workflow + Follow-up Throughout THe Year | |||||
| Full Ecosystem Buildout: Includes: Recruiting, Testing, Contracting, Onboarding, Training | |||||
| Round-Robin Lead Distribution | |||||
| Custom Interface (White Labeled) | |||||
| Recruiting and Onboarding System | |||||
| Full Access to Agent Accounts | |||||
| Agency Dialing Scripts Uploaded | |||||
| Live Team Leaderboards | |||||
| Customized Business Plan for Reselling | |||||
| Re-sell License | |||||
| Unlimited Users | |||||
| Help with Stripe/Authorize.net Setup for Agent Billing | |||||
| VIP Member – Add your major development suggestions to our project list and see your vision come to life within our platform. | |||||
| Blue Message iMessage (Phone fees included, No A2P, 1 Line) |
- No Phone Fees | - $170 (15% Discount) |
Communication + System Fees
To ensure transparency, below is a breakdown of the backend costs for communication and system usage. These fees are billed based on actual usage.
| Service | Price |
|---|---|
| A2P SMS | $0.0103 / segment |
| Incoming Calls | $0.0111 / min |
| Outgoing Calls | $0.0182 / min |
| $0.0009 / email | |
| Premium Triggers/Actions | $0.013 / action |
| Email Verification | $0.0033 / verification |
| Content AI (per 1000 words) | $0.117 / 1000 words |
| Content AI (per image) | $0.078 / image |
| Workflow AI (GPT Execution) | $0.0195 / execution |
| Voice AI (per message) | $0.026 / message |
| Voice AI (per minute call) | $0.169 / minute |
| $0.0962 / conversation | |
| Reviews AI | $0.104 / response |
| Domains | Specific to desired domain |
| Auto Complete Address | $0.0039 / result |
| Funnel AI | $1.287 / funnel request |
| Call Recording | $0.00575 / recording |
| Phone Number Verification | $0.0115 / verification |
Choose The Plan That Matches Your Growth
Want to know which package is right for you?
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?
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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Phoenix CRM
2210 4th Ave W, Williston, ND, 58801
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