---
description: Learn more about SimplyPrime CRM. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: SimplyPrime CRM Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [SimplyPrime CRM](/software/2081996/simplyprime-crm)

# SimplyPrime CRM

Canonical: https://www.getapp.com.au/software/2081996/simplyprime-crm

> Simply Prime CRM is a powerful, AI-enhanced solution built for HVAC, plumbing, and field service pros. From scheduling and dispatch to estimates, payments, and reviews — it simplifies operations so teams can grow faster with less overhead and better control.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of SimplyPrime CRM

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.

## 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**: USD 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.
Each plan includes powerful features tailored for HVAC, plumbing, and electrical service pros.

Silver Package – $49/month
Ideal for solo contractors or small teams. Includes scheduling, basic estimates, mobile access, and core CRM functionality.

Gold Package – $199/month
Designed for growing teams. Adds advanced AI Assist, multi-estimate tools, technician performance tracking, payment integration, and review automation.

Platinum Package – $299/month
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.

All plans include access to the mobile app (iOS \& Android), web dashboard, and unlimited support via phone, chat, and email.

✅ Free trial available — no credit card required.
💳 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
- Customizable Fields
- Customizable Reports
- 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 Software](https://www.getapp.com.au/directory/230/crm/software)

## Related Categories

- [CRM Software](https://www.getapp.com.au/directory/230/crm/software)
- [Transportation Dispatch Software](https://www.getapp.com.au/directory/223/transportation-dispatch/software)

## Alternatives

1. [HubSpot CRM](https://www.getapp.com.au/software/102533/hubspot-crm) — 4.5/5 (4451 reviews)
2. [Zoho CRM](https://www.getapp.com.au/software/9908/zoho-crm) — 4.3/5 (6964 reviews)
3. [Bigin by Zoho CRM](https://www.getapp.com.au/software/142099/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
4. [Salesforce Sales Cloud](https://www.getapp.com.au/software/90378/salesforce) — 4.4/5 (18768 reviews)
5. [Kylas Sales CRM](https://www.getapp.com.au/software/2052749/kylas) — 4.8/5 (573 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 GetApp](https://www.getapp.com.au/software/2081996/simplyprime-crm)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/customer-management-software/a/simplyprime-crm/> |
| en-AE | <https://www.getapp.ae/software/2081996/simplyprime-crm> |
| en-AU | <https://www.getapp.com.au/software/2081996/simplyprime-crm> |
| en-CA | <https://www.getapp.ca/software/2081996/simplyprime-crm> |
| en-GB | <https://www.getapp.co.uk/software/2081996/simplyprime-crm> |
| en-IE | <https://www.getapp.ie/software/2081996/simplyprime-crm> |
| en-NZ | <https://www.getapp.co.nz/software/2081996/simplyprime-crm> |
| en-SG | <https://www.getapp.sg/software/2081996/simplyprime-crm> |
| en-ZA | <https://www.getapp.za.com/software/2081996/simplyprime-crm> |

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