---
description: Review of SimplyPrime CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: SimplyPrime CRM | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [CRM Systems](/directory/4153/crm/software) > [SimplyPrime CRM](/software/529611/SimplyPrime-CRM)

# SimplyPrime CRM

Canonical: https://www.softwareadvice.ie/software/529611/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.&#10;&#10;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.&#10;&#10;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. &#10;&#10;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
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: SimplyPrime CRM

## Commercial Context

- **Starting Price**: US$40.00
- **Pricing model**: Other (Free Trial)
- **Pricing Details**: Simply Prime CRM offers three flexible plans to fit teams of all sizes, from solo operators to growing field service companies.&#10;Each plan includes powerful features tailored for HVAC, plumbing, and electrical service pros.&#10;&#10;Silver Package – $49/month&#10;Ideal for solo contractors or small teams. Includes scheduling, basic estimates, mobile access, and core CRM functionality.&#10;&#10;Gold Package – $199/month&#10;Designed for growing teams. Adds advanced AI Assist, multi-estimate tools, technician performance tracking, payment integration, and review automation.&#10;&#10;Platinum Package – $299/month&#10;Best for companies managing multiple crews or locations. Includes all Gold features plus voice bot integrations, full field automation, AI customer estimate support, custom workflows, and priority support.&#10;&#10;All plans include access to the mobile app (iOS \&amp; Android), web dashboard, and unlimited support via phone, chat, and email.&#10;&#10;✅ Free trial available — no credit card required.&#10;💳 Flexible billing. Cancel anytime.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, United Arab Emirates, United Kingdom, United States

## Features

- AI Copilot
- API
- Accounting
- Activity Dashboard
- Alerts/Notifications
- Calendar Management
- Campaign Management
- Contact Management
- Customer Journey Mapping
- Customer Management
- Customisable Reports
- Customizable Fields
- Data Import/Export
- Data Security
- Dispatch Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates

## Integrations (7 total)

- Mailgun
- QuickBooks Online
- QuickBooks Online Accountant
- QuickBooks Online Advanced
- TDConnect
- Twilio
- phone.systems

## Support Options

- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [CRM Systems](https://www.softwareadvice.ie/directory/4153/crm/software)

## Related Categories

- [CRM Systems](https://www.softwareadvice.ie/directory/4153/crm/software)
- [Transportation Dispatch Software](https://www.softwareadvice.ie/directory/1690/taxi-dispatch/software)

## Alternatives

1. [HubSpot CRM](https://www.softwareadvice.ie/software/1854/hubspot) — 4.5/5 (4458 reviews)
2. [Salesforce Sales Cloud](https://www.softwareadvice.ie/software/2764/salesforce-sales-cloud) — 4.4/5 (18782 reviews)
3. [Zoho CRM](https://www.softwareadvice.ie/software/392464/zoho-crm) — 4.3/5 (6973 reviews)
4. [Kylas Sales CRM](https://www.softwareadvice.ie/software/216694/kylas) — 4.8/5 (573 reviews)
5. [Ploomes CRM](https://www.softwareadvice.ie/software/449937/Ploomes) — 4.9/5 (423 reviews)

## Reviews

### "Great experience with SimplyPrime" — 5.0/5

> **Niki** | *4 August 2025* | Utilities | Recommendation rating: 10.0/10
> 
> **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.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/529611/SimplyPrime-CRM)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/529611-SimplyPrime-CRM/> |
| en-AU | <https://www.softwareadvice.com.au/software/529611/SimplyPrime-CRM> |
| en-GB | <https://www.softwareadvice.co.uk/software/529611/SimplyPrime-CRM> |
| en-IE | <https://www.softwareadvice.ie/software/529611/SimplyPrime-CRM> |
| en-NZ | <https://www.softwareadvice.co.nz/software/529611/SimplyPrime-CRM> |

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