SimplyPrime CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

SimplyPrime CRM

5.0

(1)

Pricing

Starting at $40.00 per month

About SimplyPrime CRM

SimplyPrime CRM is a solution designed for service businesses in HVAC, plumbing, electrical and other field-based industries that assists with scheduling, dispatching, estimate creation, invoicing, payments management and more.

The tool provides AI assistance for customers on estimates. It also assists with real-time job tracking and technician status tracking. Office staff can see where techs are, what jobs are in progress and receive real-time updates. USers can also receive automatic stock refill reminders and job-specific material checklists for every install.

SimplyPrime CRM also offers built-in price book and pre-configured packages. Transactions are automatically synced to QuickBooks for easy bookkeeping. Users can connect SimplyPrime CRM with their existing texting, email and phone systems — including AI voice bots for handling calls, reminders and follow-ups automatically. Techs can sell and manage customer memberships on-site.

Field staff can track jobs completed, commissions, upsells and review scores in real time. With automated alerts and live status updates, office staff stay informed. Techs can instantly schedule new jobs or estimates from the field

SimplyPrime CRM Screenshots

SimplyPrime CRM Pricing and Plans

Starting price: $40.00 per month

Free Trial

Free Version

Silver Package

$40.00

per month

Plan includes:

Easy Invoice Printing & Emailing
Tailored Invoices
Customizable Invoice Template
Calendar & Organizer
Business Performance Dashboard
Review & Feedback Collector
Suppliers Managment
Unlimited Estimates In Minutes
Product & Item Management

Gold Package

$199.00

per month

Plan includes:

Scheduling & Dispatch
Field Q&A
Membership & Service Plans
Customer Profiles and History
Review & Feedback Collector
QuickBooks Integration
Phone Systems Integration
Financing Integration
Powerful Lead Generator & Appointment Setter
Instant Group Messaging via Text

Platinum Package

$299.00

per month

Plan includes:

AI-Powered Bulk Email & Text Marketing
Booking Confirmation with AI Chatbot Assist
AI Chatbot Assistance for Estimates
Chatbot for New and Existing Clients
AI-Powered Voicebot
Includes all Gold Package features, plus:

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SimplyPrime CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of SimplyPrime CRM
Accounting
Activity Dashboard
AI Copilot
Alerts/Notifications
API
Campaign Management
Contact Management
Customer Management
Customizable Fields
Customizable Reports
Data Import/Export
Data Security
Dispatch Management
Document Storage
Drag & Drop
Email Marketing
Email Templates
Forecasting
Generative AI
GPS
Interaction Tracking
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Lead Scoring
Marketing Automation
Mobile Access
Multi-Channel Communication
Predictive Analytics
QuickBooks Integration
Referral Tracking
Reminders
Routing
Sales Reports
Scheduling
Third-Party Integrations

SimplyPrime CRM Integrations

QuickBooks Online Advanced

QuickBooks Online

Mailgun

Twilio

QuickBooks Online Accountant

SimplyPrime CRM User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Have you used SimplyPrime CRM and would like to share your experience with others?

Niki S.

Verified reviewer

Utilities

11-50 employees

Used daily for less than 6 months

Review source

Reviewed August 2025

Great experience with SimplyPrime

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

SimplyPrime has really streamlined the way we run our HVAC business. Being able to manage scheduling, invoices, job notes, and customer details all in one place has saved us a ton of time. It’s user-friendly—especially for our techs out in the field—and the customer support has been reliable and quick to respond. It’s helped us stay more organized, communicate better as a team, and get things done more efficiently overall.

Cons:

No major issues voiced at this time. The support team is quick to jump in and fix things when needed.

Showing 1 - 1 of 1 Reviews