# SimplyPrime CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SimplyPrime CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/10030829/SimplyPrime-CRM --- # SimplyPrime CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SimplyPrime CRM ## What is SimplyPrime CRM? Simply Prime CRM is a customer relationship management software designed for service professionals in trades like HVAC, plumbing, and electrical. The system features scheduling capabilities, mobile applications for technicians, AI-powered technical support, and customizable reporting dashboards that transform business data into actionable insights. Simply Prime CRM includes integrated payment processing, automated customer review collection, and intelligent dispatch management to prevent field errors. The platform offers service plan management for creating membership programs and a lead generator tool that fills scheduling gaps automatically. Additional features include customizable pricing tools, field question systems, estimate generation, and comprehensive history tracking that maintains detailed customer and equipment records for improved service delivery. ## What is SimplyPrime CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Transportation Dispatch](https://www.capterra.com/transportation-dispatch-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $40 Other, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SimplyPrime CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://simplyprimecrm.com&name=SimplyPrime CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SimplyPrime CRM 5.0 (1) VS. [4.2 (1,305)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price $40 Other, Per Month Starting Price $31.1 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.0 (1,293) Value For Money 5.0 (1) Value For Money 4.1 (1,169) Customer Service 5.0 (1) Customer Service 3.9 (1,158) ## SimplyPrime CRM alternatives [4.5 (824)](https://www.capterra.com/p/136189/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [4.7 (461)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Alerts/Notifications 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Calendar Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Campaign Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Multi-Channel Communication 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Third-Party Integrations 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. SimplyPrime CRM 46 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage, organize, and store contact information Visualize and analyze customer experience across all touchpoints and channels Store and organize information about customers and previous interactions Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Protect sensitive data for digital privacy Manage sending personnel and resources to a site as needed Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Form predictions based on past and present data/trends Use AI to generate content in the form of text, images, videos, etc. System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Predict future data based on historical data sets Integrates with QuickBooks Generate quotes or estimates for customers Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Plan daily routes to optimize employee scheduling and provide directions Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Plan availability and assign specific time slots for tasks and resources Create, manage and track all task activities and progression Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Trial Silver Package $40.00 Other,Per Month It 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 Other,Per Month It 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 - Unified Communication Sidebar - Manage Customer Details & Appointments - Automated Recurring Appointments for Clients - Booking Capacity Indicator: Track Daily Fill Rates - Detailed Pay Summary & Payroll Management - Technician Profile & Details - Smart Booking Form: Capture & Track Leads - Warranty & Job Completion Certificate - Real-Time Notifications & Alerts - Manage & Track Tentative Appointments - Track & Manage Inventory with Ease - Text Messaging Integration - Seamless Email Integration & Setup Platinum Package $299.00 Other,Per Month It 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: Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Mailgun](https://www.capterra.com/p/159630/Mailgun/)[ QuickBooks Online Accountant](https://www.capterra.com/p/229996/QuickBooks-Online-Accountant/)[ phone.systems](https://www.capterra.com/p/171481/phone-systems/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Niki S. Administrative staff Utilities ### "Great experience with SimplyPrime" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 4, 2025 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)