Frequently Asked Questions

Frequently Asked Questions

Is the Agent plan customized?

The agent plan comes with a custom agent website but any other customizations are not included in this plan.

Are there additional fees?

Yes, the main fee that all agents will pay outside of their subscription fee is their Twilio and A2P Fees. Phoenix CRM uses the phone service "Twilio" to provide sms and phone calls within your platform. Please visit our 3rd Party Pricing page which can be found on the Pricing page to view itemized phone charges. Twilio requires all phone numbers to be "A2P" Compliant. There is a one time A2P Registration fee in addition to your usage fees. These fees are billing within your CRM account on a "Wallet Recharge" basis. Your account will automatically be charged $10 when it reaches $0.00 - the amount can be changed within your account setting.

In addition if you choose to purchase any 3rd party integrations such as WAVV power dialer that monthly fee will be your responsibility as well.

Do all of the plans include live support?

Yes! We don't believe in charging users more money for more support. Each plan receives the same live support from our support specialists including 1:1 ZOOM sessions when needed. In addition each plan receives an extensive onboarding process.

Can I cancel at anytime?

Of course! You can cancel your subscription at any time and we will keep your account active for the remainder of the month you paid for. We also keep your A2P registration and account active on the back end of the system for 1 year after cancellation unless otherwise requested by the user. This protocol is to protect the client's business in the event that they wanted to renew their subscription or forgot to download some of their data, clients, leads or business information when they canceled. We will allow 48 hour limited access to an account after cancellation in order to retrieve anything they may need from their CRM.

How does the Agency plan create cashflow for the user?

The Agency plan allows the user to customize their own platform for their company or agency and choose a price point to resell that platform to their agents or employees. Phoenix CRM handles the entire system for you, allowing you to bring in residual income.

All subscription payments are performed through Stripe and will be deposited daily, weekly or monthly into the designated account.

What integrations are available with Phoenix CRM?

Although we have already provided enough business tools to cancel all 99% of your other subscriptions, Phoenix CRM can integrate any 3rd party subscriptions or platforms into the Phoenix CRM platform. Social media platforms, email, MLS, IDX, quoting tools, 3rd party websites and much more can easily be integrated into your Phoenix CRM platform to create a seamless, customized system.

In addition we can utilize platforms such as Zapier and Pabbly to create any automations that you need to run your business if you are not able to integrate them into the Phoenix CRM platform.