SimplyPrime CRM - 2026 Pricing, Features, Reviews & Alternatives

Top Benefits of Using SimplPrime CRM

SimplPrime CRM is built for service businesses — reliable, affordable, and backed by 27 years of hands-on industry experience. Whether you’re in HVAC, plumbing, electrical, or general field service, SimplPrime gives your team the tools to grow faster, operate more efficiently, and deliver a top-tier customer experience.

It’s not just another CRM — it’s a platform designed by professionals who’ve lived the work and solved the problems firsthand.

Built for Trades
SimplPrime is purpose-built for contractors with specialized workflows, including dispatching, troubleshooting, installs, quoting, and payments.

Easy to Use
The system is intuitive for both field techs and office admins. It’s mobile-first, fast to learn, and requires no technical background.

Smart Field Questions
Techs follow guided, job-specific field questions to reduce mistakes, avoid missed steps, and ensure consistent work across your team.

AI Assist for Technicians & Admins
Both techs and office staff can ask AI technical questions. The system searches product manuals and job docs to give accurate answers instantly, helping avoid costly errors and delays.

AI Assist for Customers
Customers can ask AI questions about their emailed estimates. AI responds using product documentation, improving clarity and helping close deals faster.

Fast, Professional Estimates
Send clear, multi-option estimates in minutes with pricing, upsell suggestions, and attached documents. Customers can review and approve instantly.

Live Job Tracking & Alerts
Admins see tech location, job progress, and appointment status in real time — no phone calls required.

Mobile Power for Techs
Techs can access schedules, take payments, view history, send “On My Way” texts, upload photos, and update jobs — all from the mobile app.

Price Book & Packages
Quote faster and more consistently with a built-in price book and preloaded service packages.

Checklists & Inventory Alerts
Get install-specific material lists and automatic stock refill reminders to reduce forgotten parts and callbacks.

Before/After Photos & Documentation
Techs capture annotated images and follow step-by-step checklists for quality assurance and customer transparency.

Integrated Payments, QuickBooks, & Communications
Accept payments via the app and sync to QuickBooks. SimplPrime integrates with texting, email, and phone systems — including AI voice bots that handle common customer calls and confirmations automatically.

Review Collection & Memberships
Automated prompts help collect 5-star reviews. Techs can sell and manage membership plans in the field, boosting loyalty and recurring revenue.

Performance & Pay Tracking
Technicians can view their jobs, earnings, upsells, and reviews in real time — increasing motivation and accountability.

Admin Efficiency
Automated updates eliminate constant check-ins. Everyone stays in sync without chasing info.

Book Jobs from the Field
Techs can book follow-ups or new estimates on-site, preventing delays and keeping work moving.

Scalable for Any Team
From solo operators to multi-location teams, SimplPrime adapts as you grow — without adding complexity.

Built by Experts Who’ve Done the Work
With over 27 years of real-world service business experience, SimplPrime solves problems that off-the-shelf CRMs miss.