Run your brokerage in one place
Phi CRM is the all-in-one CRM, client portal and website builder for independent insurance brokers. Manage every client, pipeline and policy in one place, with optional GPHI lead sync built in.
One login for clients, pipeline, website and leads
No more juggling spreadsheets, inboxes and separate tools.
Client CRM
Every enquiry, client and policy in one place, with a full contact timeline.
Pipelines
Track deals from new lead to signed cover with pipelines you control.
Client portal
A secure portal where your clients message you and share documents.
Website builder
Build and host your own broker website. No separate tool needed.
GPHI lead sync
Optionally sync German private health insurance (GPHI) leads straight into your CRM.
Buy & sell leads
A built-in marketplace to buy and sell insurance leads with other brokers.
Up and running in three steps
From sign-up to your first placed policy.
Register your workspace
Create your free Phi CRM account in a couple of minutes. No card needed to start.
Add clients & leads
Import your existing book or add clients as you go. Nothing to migrate by hand.
Work every deal
Move deals through your pipeline, message clients in the portal, and place cover.
Learn how the tool works
Short guides and videos to get the most out of Phi CRM.
Getting started with Phi CRM
A five-minute tour of your dashboard, clients and pipelines.
Setting up your pipelines
Tailor your stages and products so the pipeline matches how you actually sell.
Using the client portal
Give clients a secure link to message you and share documents.
Latest from Phi CRM
Product updates, guides and company news.
Welcome to Phi CRM
One place to run your brokerage: clients, pipelines, a client portal, your own website, and German private health insur…
How lead sync works
Every enquiry from our network of German insurance sites can land directly in your Phi CRM pipeline. Here is how the fl…
Build your broker website in minutes
The built-in website builder lets you publish a professional broker site without a separate tool or a developer.
Two ways to work with us
Take the full Phi CRM to run your whole brokerage, or just the leads from our network of German insurance sites. You can upgrade any time.