Want to attract high-intent leads then convert them into sales?
Convert Leads to Clients with
SMS, AI Chatbot & Workflow
(Powered by Phoenix CRM)
Automate Your Way to Success. Close More Deals Faster
ESSENTIAL
$85/MONTH
WE SET EVERYTHING UP FOR YOU
PROFESSIONAL
$233/USER, PER MONTH
WE SET EVERYTHING UP FOR YOU
TEAM PRO
$1000/ MONTH
WE SET EVERYTHING UP FOR YOU
TEAM PRO +
$1500/MONTH
+ USER FEES
WE SET EVERYTHING UP FOR YOU
UNLIMITED EMAIL + SMS + PHONE
AUTOMATED DRIP CAMPAIGNS
POWER DIALER
24/7365 SUPPORT + 1:1 ZOOM SUPPORT
DONE FOR YOUR ONBOARDING
DIY INDUSTRY SPECIFIC LEAD
GENERATION PLATFORM
SOCIAL MEDIA INTEGRATION FOR CONTENT MANAGEMENT AND DM RESPONDING
AUTOBOOKING CALENDAR
INDUSTRY SPECIFIC WEBSITE
TEMPLATES + SALES FUNNELS
DOCUMENT SIGNING + CONTRACT
BUILDER + COURSE BUILDER
MOBILE APP
ZAPIER + PABLY AUTOMATIONS
WHATSAPP INTEGRATION
$55/MO PER EACH ADDITIONAL USER (ESSENTIAL ACCOUNT LEVEL USER)
EVERYTHING IN ESSENTIAL PACK
PHOENIX AI ASSISTANT
AUTOMATIC FOLLOW UPS
BOOKS APPOINTMENTS FOR YOU
ANSWERS CONTACT + WEBSITE
VISITOR QUESTIONS
QUALIFYS NEW LEADS
CLOSES SALES
ACTS AS A CUSTOMER SERVICE REP
REPLYS TO MESSAGES ON SOCIAL PLATFORMS
DEDICATED ACCOUNT MANAGER
RESPONDS TO REVIEWS
UNLIMITED ACCOUNT MAINTENANCE AFTER YOUR INITIAL ONBOARDING SETUP
UPLOADS LEADS, CREATES AUTOMATIONS, EDITS WEBSITE, PHOENIX AI TRAINING
No CRM platform customizations
$63/MO PER EACH ADDITIONAL USER (ESSENTIAL ACCOUNT LEVEL USER)
UP TO 15 USERS EASY UPGRADE TO TEAM PRO+ NO USER FEE + NO MAINTENANCE FEE + $500 ONE-TIME SETUP FEE
CUSTOM AGENCY/TEAM CRM
CUSTOMIZE A CRM PLATFORM
FOR YOUR TEAM
SMS CAMPAIGNS TO KEEP YOUR
TEAM IN THE LOOP
CUSTOM AGENCY TRAINING SITE
ROUND ROBIN APPOINTMENT BOOKING
+ LEAD DISTRIBUTION
COMMUNITY PAGE AGENCY TRAINING
COURSE CREATION
AGENCY SOCIAL MEDIA PLANNER
- CELEBRATE YOUR AGENTS
UNLIMITED USERS + $63/USER PER MONTH
$1000 SETUP FEE
AGENT REBILLING
CREATE RESIDUAL CASHFLOW BY SELLING YOUR CRM TO YOUR AGENTS
SET YOUR OWN PRICES
STRIPE WILL AUTOMATICALLY BILL YOUR AGENTS
THE PHOENIX TEAM WILL MAINTAIN YOUR CRM AND USER ACCOUNTS SO YOU DON'T HAVE TO LIFT A FINGER
ESSENTIAL
$85/MONTH
WE SET EVERYTHING UP FOR YOU
UNLIMITED EMAIL + SMS + PHONE
AUTOMATED DRIP CAMPAIGNS
POWER DIALER
24/7365 SUPPORT + 1:1 ZOOM SUPPORT
DONE FOR YOUR ONBOARDING
DIY INDUSTRY SPECIFIC LEAD
GENERATION PLATFORM
SOCIAL MEDIA INTEGRATION FOR CONTENT MANAGEMENT AND DM RESPONDING
AUTOBOOKING CALENDAR
INDUSTRY SPECIFIC WEBSITE
TEMPLATES + SALES FUNNELS
DOCUMENT SIGNING + CONTRACT
BUILDER + COURSE BUILDER
MOBILE APP
ZAPIER + PABLY AUTOMATIONS
WHATSAPP INTEGRATION
PROFESSIONAL
$233/USER, PER MONTH
WE SET EVERYTHING UP FOR YOU
$55/MO PER EACH ADDITIONAL USER (ESSENTIAL ACCOUNT LEVEL USER)
EVERYTHING IN ESSENTIAL PACK
PHOENIX AI ASSISTANT
AUTOMATIC FOLLOW UPS
BOOKS APPOINTMENTS FOR YOU
ANSWERS CONTACT + WEBSITE
VISITOR QUESTIONS
QUALIFYS NEW LEADS
CLOSES SALES
ACTS AS A CUSTOMER SERVICE REP
REPLYS TO MESSAGES ON SOCIAL PLATFORMS
DEDICATED ACCOUNT MANAGER
RESPONDS TO REVIEWS
UNLIMITED ACCOUNT MAINTENANCE AFTER YOUR INITIAL ONBOARDING SETUP
UPLOADS LEADS, CREATES AUTOMATIONS, EDITS WEBSITE, PHOENIX AI TRAINING
No CRM platform customizations
TEAM PRO
$1000/ MONTH
WE SET EVERYTHING UP FOR YOU
$63/MO PER EACH ADDITIONAL USER (ESSENTIAL ACCOUNT LEVEL USER)
UP TO 15 USERS EASY UPGRADE TO TEAM PRO+ NO USER FEE + NO MAINTENANCE FEE + $500 ONE-TIME SETUP FEE
CUSTOM AGENCY/TEAM CRM
CUSTOMIZE A CRM PLATFORM
FOR YOUR TEAM
SMS CAMPAIGNS TO KEEP YOUR
TEAM IN THE LOOP
CUSTOM AGENCY TRAINING SITE
ROUND ROBIN APPOINTMENT BOOKING
+ LEAD DISTRIBUTION
COMMUNITY PAGE AGENCY TRAINING
COURSE CREATION
AGENCY SOCIAL MEDIA PLANNER
- CELEBRATE YOUR AGENTS
TEAM PRO +
$1500/MONTH
+ USER FEES
WE SET EVERYTHING UP FOR YOU
UNLIMITED USERS+ $63/USER PER MONTH
$1000 SETUP FEE
AGENT REBILLING
CREATE RESIDUAL CASHFLOW BY SELLING YOUR CRM TO YOUR AGENTS
SET YOUR OWN PRICES
STRIPE WILL AUTOMATICALLY BILL YOUR AGENTS
THE PHOENIX TEAM WILL MAINTAIN YOUR CRM AND USER ACCOUNTS SO YOU DON'T HAVE TO LIFT A FINGER
SAY GOODBYE TO TECH HEADACHES
Guaranteed Setup, Zero Hassle
No upfront costs! Pay after your CRM is fully set up and ready to use.
24/7 LIVE SUPPORT
1:1 ZOOM SUPPORT
24/7 LIVE SUPPORT
1:1 ZOOM SUPPORT
Our Company
Our Offer
Final Expense
Advance Market
CONTACT info
5810 Shelby Oaks Drive
Memphis TN 38134
+1 (878) 978-2574
Office Hours: 8AM - 8PM
Monday - Friday
© 2023 Insurance website. All Rights Reserved.
Our Offer
CONTACT info
5810 Shelby Oaks Drive
Memphis TN 38134
+1 (878) 978-2574
Office Hours: 8AM - 8PM
Monday - Friday