Getting started with Phi CRM
A five-minute tour of your dashboard, clients and pipelines.
This guide walks you through your first half hour in Phi CRM, from signing in to working a real case. You do not need to set everything up before you begin. The workspace is ready to use the moment you register, and you can shape it as you go rather than up front.
1. Sign in and get your bearings
After you register you land on the dashboard. It answers one question quickly: what needs me today. Across the top are live counts, your total clients, open deals in progress, commission year to date and the tasks that are due. Below that sit a commission trend for the last eight months and your win rate. Every tile is clickable, so if the New enquiries count shows three waiting, click it and you are looking at them.
The left sidebar is your map. Clients holds every contact. Pipelines shows your deals as columns. The calendar, tasks and the settings group all sit there too. Spend a moment clicking through so you know where things are before you start entering real work.
2. Add or import your clients
You have two ways in. Add a client by hand with the New client button, which is quickest when you are starting with a few names. Or import your existing book from a spreadsheet if you are moving across from another system, which saves retyping dozens of records. Each client record holds their contact details, the policies they hold and a full activity timeline that fills in as you work.
You do not have to import everything at once. Many brokers add their live cases first, work in the tool for a week, then bring the rest of the book across once the habit has stuck.
3. Open your first deal
A deal is one case for one client, such as a private health application or a liability quote. Open a client, choose the product, and the deal appears on the matching pipeline at its first stage. As the case progresses you drag it from one stage to the next, and each move is written to the client's timeline. On a phone, use the move control on the card rather than dragging.
If the two starter pipelines do not match how you sell, do not force your cases to fit. You can adjust the stages in a few minutes, which the next tutorial covers.
4. Log what happens
Every call, email and note belongs on the timeline. Logging as you go is the one habit that pays off later, because anyone can open the client and read the full history without asking a colleague what was said. Add a note after a call, record that a quote has gone out, or flag that a document is still outstanding. It takes seconds and it is the difference between a record you trust and a record you second guess.
5. Bring the client in
When you are ready, open the client and generate their secure portal link. Send it however you normally reach them. They use it to message you and upload documents, with no password to remember, and everything they send lands back on their timeline. It keeps sensitive paperwork out of ordinary email and gives the client a tidy place to reach you. Send it early, before you need anything, so they already have it when a request comes up.
6. Set up your day
Add a task with a due date for the follow up you must not forget, and tie it to the client so the work has context. Due and overdue tasks show as a badge in the sidebar and on the dashboard, so they prompt you rather than relying on your memory. Open the calendar to book a meeting, and if you live in Google or Microsoft calendar, connect it under Calendar sync so you never double book.
What to do next
Once the basics feel natural, set up your pipelines so the stages match how you sell, and add the insurance products you actually offer. The next tutorial covers exactly that. After that, take a look at the website builder, because the enquiries it collects land in the same client list you have just started filling.