Everything Phi CRM does
One login covers your clients, your pipeline, your website and your leads. Open any feature below for what it does and how to use it.
Clients & pipeline
Everything to find, advise and keep clients.
Dashboard
A single read on your book: clients, open deals, commission and what needs attention today.
Learn moreNew enquiries
A triage inbox for fresh leads before they become full client records.
Learn moreClient CRM
Every client, policy and conversation in one record, with a full contact timeline.
Learn morePipelines
Track every deal from first enquiry to signed cover on a board you control.
Learn morePolicy book
Every placed policy with its premium and renewal date, so nothing lapses.
Learn moreInsurers
Keep your insurer contacts and details in one shared place.
Learn moreCommunication
Talk to clients and keep every exchange on record.
Calendar & tasks
Stay on top of your day and never miss a renewal.
Website & leads
Win new business and grow your book.
Settings & data
Shape the workspace around how you work.
Pipelines & products
Shape your stages and the insurance lines you sell.
Learn moreConnections
Bring leads in from spreadsheets, forms, webhooks and email in one hub.
Learn moreBilling
Manage your plan and payment details in one place.
Learn moreProfile
Your adviser and brokerage details, used across the tool and your public profile.
Learn moreGPHI partnership
The tools for brokers who take leads from our network.
Prefer it all on one page?
The full manual walks through every feature with step by step instructions.