--- title: "SimplyPrime CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SimplyPrime CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10030829/SimplyPrime-CRM/" page_type: "product" language: "en" --- # SimplyPrime CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 Free version not included 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://www.g2.com/products/simply-prime-crm/claim_requests/new?auto=true) ## 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. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $40 Other, Per Month Starting Price $25 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 (4,388) Value For Money 5.0 (1) Value For Money 4.0 (3,517) Customer Service 5.0 (1) Customer Service 4.1 (3,527) ## SimplyPrime CRM alternatives [4.3 (6,999)](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 [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) Highest Rated [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (442)](https://www.capterra.com/p/207290/Ploomes/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207290/Ploomes/) ## FAQs about SimplyPrime CRM Overview ### What company size and specific industries is SimplyPrime CRM built for? SimplyPrime CRM is designed for small and mid-sized HVAC, plumbing, and field service businesses that need simple scheduling, job tracking, and CRM tools. It suits service companies looking to manage daily operations, support growth, and keep costs down without complex software. Features and Usability ### What are the key features of SimplyPrime CRM? SimplyPrime CRM offers customer management, contact management, and sales pipeline management for tracking leads and accounts. It also includes lead capture, lead scoring, email management, and marketing automation, plus scheduling, calendar management, reporting and analytics, QuickBooks integration, and workflow management for related sales and accounting tasks. Pricing ### How much does it cost and what fees or limitations are included? SimplyPrime CRM starts at $40 per month for the Silver Package, which includes invoicing, scheduling, dashboards, and supplier management. The Gold Package costs $199 per month, and the Platinum Package is $299 per month. A free trial is available, and no setup fees or contract limits are listed. Integrations ### Which third-party tools and platforms does SimplyPrime CRM integrate with? SimplyPrime CRM connects natively to 7 third-party tools, including Mailgun, Twilio, phone.systems, TDConnect, QuickBooks Online, QuickBooks Online Accountant, and QuickBooks Online Advanced. These integrations cover email delivery, telephony, and accounting workflows. Getting Started and Support ### What training and onboarding options does SimplyPrime CRM offer? SimplyPrime CRM provides live online sessions, documentation, and videos for training. Live online sessions support guided setup and direct instruction, documentation offers written reference material for self-paced review, and videos provide visual walkthroughs of product features and setup steps. Getting Started and Support ### What customer support options does SimplyPrime CRM offer? SimplyPrime CRM provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support is available, so user experience with these channels cannot be assessed from customer comments. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers highlight these as the features buyers focus on most when choosing CRM software: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) SimplyPrime CRM supports **Data Security**. However, it does not include **Customer Database** or **Real-Time Data**. Instead, it offers **Contact Management** (**44%**), which gives businesses a way to organize customer details and maintain accessible records in one place. Together, these capabilities help teams protect sensitive information and keep contact data organized for day-to-day relationship management. 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 ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Management: Store and organize information about customers and previous interactions - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Predictive Analytics: Predict future data based on historical data sets - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Routing: Plan daily routes to optimize employee scheduling and provide directions - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduling: Plan availability and assign specific time slots for tasks and resources - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: 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 [View pricing plan details](https://www.capterra.com/p/10030829/SimplyPrime-CRM/pricing/) 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.