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SimplyPrime CRM

SimplyPrime CRM is designed to assist service-oriented companies in effortlessly managing their field teams. It boasts capabilities such as intelligent scheduli...

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SimplyPrime CRM is designed to assist service-oriented companies in effortlessly managing their field teams. It boasts capabilities such as intelligent scheduli...

Watch Demo Get Pricing
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Product Overview

SimplyPrime CRM is designed to assist service-oriented companies in effortlessly managing their field teams. It boasts capabilities such as intelligent scheduling, live updates, and efficient workflows. Although it may lack extensive sales automation functionalities, its strength lies in its AI-driven automation features. If your operations focus on dispatching and deliveries, this tool is definitely one to consider.

Product Details

What Is SimplyPrime CRM?

SimplyPrime CRM is a dedicated customer relationship management platform tailored for businesses that operate with a mobile workforce. Unlike standard sales tools, it specifically addresses the unique operational hurdles faced by field service companies.

This software offers robust dispatch capabilities, calendar management, comprehensive reporting features, and AI-driven integrations to optimize job scheduling and improve communication between field teams and office staff.

SimplyPrime CRM Pricing

The pricing for SimplyPrime CRM starts at $40 per month. Additionally, there is a free trial available for interested users. You can request a customized pricing quote for your business today!

Note: Pricing information is obtained from external sources and may vary.

SimplyPrime CRM Integrations

This software seamlessly integrates with various applications, such as:

  • QuickBooks

  • Mailgun

  • Twilio Software

Check out the SimplyPrime CRM demo to discover more about its integration capabilities.

Who Is SimplyPrime CRM For?

SimplyPrime CRM is perfect for a diverse array of service sectors, including:

  • HVAC

  • Plumbing

  • Electrical

  • Lawn care

  • Roofing

Is SimplyPrime CRM Right For You?

If your organization faces challenges in coordinating technicians, optimizing schedules, and linking field operations with your financial back office, SimplyPrime CRM could be the right choice for you. Its tiered pricing model provides a clear pathway for growth, beginning with essential communication and dispatch tools while expanding to include AI-enhanced marketing and technical support.

For those seeking to transition from fragmented spreadsheets and generic software to a centralized operational hub that caters specifically to their industry, SimplyPrime CRM offers an attractive solution.

Still unsure if SimplyPrime CRM meets your needs? Feel free to reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✘ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✔ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
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✘ crm for associations
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✘ inventory management
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✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✘ opportunity management
✘ performance management
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✔ analytics and reporting
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✘ customer servicesupport
✘ customizable dashboards
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✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
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✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
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✘ crm for rental companies
✘ customer service support
✘ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
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✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
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✘ crm for political campaigns
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✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
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✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ An all-in-one tool for service-based businesses
  • ✔ Offers a unified customer view
  • ✔ Integrated with inventory management

Cons

  • ✘ Limited marketing capabilities
  • ✘ UI can feel outdated

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Pricing starts at $40/month. Get in touch for a personalized SimplyPrime cost estimate.

SimplyPrime CRM integrates with Twilio, Mailgun, QuickBooks and various other third-party apps and systems.

The vendor hasn't provided information about its API availability.

SimplyPrime CRM provides support through live chat, phone, email, and ticket system.

No, it doesn’t offer a mobile app.

SimplyPrime CRM software is primarily available in English.

Businesses across various service industries, including HVAC, plumbing, electrical, and lawn care, benefit from SimplyPrime CRM features.