$200/month
CRM Access– Manage leads, clients, and appointments in one place.
Landing Page Templates – Pre-built templates
(no custom designs).
Call & Text Capabilities – Business phone line with SMS
& call tracking.
Social Media Post Planner – Schedule posts across social
media platforms.
Appointment Scheduling – Set up calendars and
appointment reminders.
Basic Pre-Built Automation – Limited access to automation (see details below).
Form & Survey Builder – Collect customer data with basic
forms.
Self-Service Support – DIY with knowledge base access
(no direct support).
Automation Tab Restricted – Users only get pre-built
follow-up sequences.
No Reputation Management – Can’t automate Google
review requests.
No Pipeline Automations – Leads won’t automatically move
through sales stages.
No Custom Branding – Can’t customize email/SMS branding.
No Hands-On Support – No live chat, phone support, or
strategy calls.
Best for solopreneurs & small businesses who just need a CRM but want to manage everything themselves.
$300/month
Everything in Essentials – PLUS:
Unlocks Workflow Editing – Users can tweak pre-made
automations.
Advanced Lead Capture & Nurturing – Drip campaigns &
smart follow-ups.
Facebook Business Page Integration – Connect Messenger & lead forms.
Reputation Management – Automate Google review requests.
Pipeline Automations – Leads automatically move through
sales stages.
Live Chat Widget – Embed on landing pages for customer
engagement.
Basic Support – Email and limited chat support included.
Still No Custom Automations – Can’t create workflows
from scratch.
No API/Webhooks – Can’t integrate third-party apps.
No Advanced AI Features – No AI-driven follow-ups or
predictive lead scoring.
No Dedicated Support – No personal account manager.
Best for growing businesses that need automation but don’t need full customization or hands-on support.
Everything in Professional – PLUS:
Full Automation Unlocked – Build custom workflows for
lead nurturing & sales.
AI-Powered SMS & Email Follow-Ups – Auto-responders
that feel human.
Custom Sales Pipeline Automations – Smart automation
moves leads through the funnel.
Reputation Management Pro – Fully automated review
request & response tracking.
Priority Support – Direct chat, phone, & live strategy calls.
QUARTILY Strategy Calls – Personalized growth &
optimization calls.
No Custom API Integrations – Only for Enterprise users.
No Done-for-You Services – We don’t set up ads or full
campaigns.
Best for businesses serious about automation, scaling, and maximizing CRM potential.
$200/month
CRM Access– Manage leads, clients, and appointments in one place.
Landing Page Templates – Pre-built templates (no custom designs).
Call & Text Capabilities – Business phone line with SMS & call tracking.
Social Media Post Planner – Schedule posts across social media platforms.
Appointment Scheduling – Set up calendars and appointment reminders.
Basic Pre-Built Automation – Limited access to automation (see details below).
Form & Survey Builder – Collect customer data with basic forms.
Self-Service Support – DIY with knowledge base access (no direct support).
Automation Tab Restricted – Users only get pre-built follow-up sequences.
No Reputation Management – Can’t automate Google review requests.
No Pipeline Automations – Leads won’t automatically move through sales stages.
No Custom Branding – Can’t customize email/SMS branding.
No Hands-On Support – No live chat, phone support, or strategy calls.
Best for solopreneurs & small businesses who just need a CRM but want to manage everything themselves.
$300/month
Best for growing businesses that need automation but don’t need full customization or hands-on support.
Best for businesses serious about automation, scaling, and maximizing CRM potential.
Everything in Platinum – PLUS:
Custom API & Integrations – Build connections with third-party software.
Fully Tailored Automations – Custom workflows based on your business needs.
High-Level CRM Customization – Modify pipelines, reporting, and CRM settings.
Dedicated Team & Advanced Strategy Calls – Personal consultation.
We handle the setup, you focus on growth.
No complicated setup. Just log in and start managing your business.
Save time with smart workflows that handle follow-ups, lead tracking, and sales processes.
All-in-one system for email, SMS, social media, and lead management.
Whether you’re a solo entrepreneur or a growing company, Phoenix CRM adapts to your needs.
No complicated setup. Just log in and start managing your business.
Save time with smart workflows that handle follow-ups, lead tracking, and sales processes.
All-in-one system for email, SMS, social media, and lead management.
Whether you’re a solo entrepreneur or a growing company, Phoenix CRM adapts to your needs.
Nope! You can cancel anytime—no long-term contracts.
Yes! You can switch plans at any time from your account settings.
No! What you see is what you get. No extra charges.
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