Overview
SimplyPrime CRM helps service-based businesses coordinate field teams with ease, with features like smart scheduling, real-time updates, and streamlined workflows. While it may not include broad sales automation features, it shines with its AI-powered automation. If your business revolves around dispatch and delivery, it’s a practical tool worth exploring.
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Starting Price
Custom
SimplyPrime CRM Specifications
Contact Management
Customer Communication Tracking
Mobile CRM
Analytics and Reporting
What Is SimplyPrime CRM?
SimplyPrime CRM is a specialized customer relationship management (CRM) platform designed for service-based businesses that manage a mobile workforce. It moves beyond generic sales tools to address the specific operational challenges of field service.
The software provides powerful dispatch and calendar coordination, reporting tools, and AI-powered integrations to streamline job scheduling and enhance field-to-office communication.
SimplyPrime CRM Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
SimplyPrime CRM Integrations
The software supports integration with various apps, including:
- QuickBooks
- Mailgun
- Twilio Software
Who Is SimplyPrime CRM For?
SimplyPrime CRM is ideal for a wide range of service industries, including:
- HVAC
- Plumbing
- Electrical
- Lawn care
- Roofing
Is SimplyPrime CRM Right For You?
If your company struggles with coordinating technicians, optimizing schedules, and connecting field operations to your financial back office, SimplyPrime CRM offers a tailored solution. Its tiered structure provides a clear growth path, starting with essential communication and dispatch tools and scaling up to AI-powered marketing and technical support.
For businesses looking to replace disjointed spreadsheets and generic software with a centralized, industry-specific operational hub, SimplyPrime CRM presents a compelling option.
Still doubtful if SimplyPrime CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
SimplyPrime CRM Features
This feature transforms dispatching from a manual task into an automated, efficient process. It allows for intelligent job assignments, coordinates technician calendars, and optimizes service routes to minimize travel time and fuel costs, enabling your team to complete more appointments daily
Oversee projects, tasks, and deadlines without leaving the CRM environment. Users can create detailed project plans, define key milestones, assign tasks to team members, and visualize progress with integrated GANTT charts to ensure alignment and timely completion of all deliverables.
This platform centralizes communication between dispatchers, administrators, and field technicians through a unified sidebar. It supports real-time updates, job detail sharing, and automated bulk email and SMS marketing, ensuring every team member has the most current information to deliver exceptional service.
This tool allows businesses to accurately record employee hours from clock-in to clock-out, track time against specific jobs for precise costing, and generate detailed reports on workforce productivity.
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