Finally, a CRM built for
teams
who do big things.
Finally, a CRM built for teams who do big things.
A simple, all-in-one CRM built for real-world local businesses.
Track leads, Social Media Platforms messages, follow up automatically, and finally feel on top of it all — without tech headaches or surprise fees.
Get Started
Contact Management
Stay organized and never lose a lead. Easily store, tag, and track every customer interaction in one place—so you always know where each contact stands and when to follow up.
Workflow Automation
Automate your follow-ups and save hours. Trigger emails, texts, and tasks automatically based on behavior—so no client falls through the cracks and you reclaim time in your day.
Lead Sources
Capture leads from anywhere, instantly. Connect your website forms, ads, and social platforms to your CRM and turn clicks into contacts and contacts into paying customers.
Calendars
Book more meetings without the back-and-forth. Let clients self-schedule based on your availability, with automatic confirmations and reminders that reduce no-shows.
Inbound & Outbound SMS
Text your leads and get replies.
Send and receive messages directly from your CRM, including missed call text-backs, so you stay top-of-mind and boost conversions.
Funnel & Website Builder
Launch high-converting pages in minutes.Create landing pages, opt-in funnels, and lead magnets with a drag-and-drop builder—no coding, no outside tools, no delays.s.
The benefits of Primary5
Your Connection at every stage
Attract
Bring in the right leads through ads, referrals, SEO, and content.
Engage
Start meaningful conversations across channels: email, SMS, calls, or chat.
Convert
Turn leads into customers with consistent follow-up and nurturing
Delight
Provide excellent post-sale service, onboarding, and check-ins.
Grow
Upsell, cross-sell, and turn happy customers into advocates.
The future of customer relationships
The importance of
small‑business‑friendly CRMs!
Say goodbye to juggling spreadsheets, sticky notes, and pricey “enterprise” software. A purpose‑built CRM lets local businesses manage every lead, deal, and follow‑up—from Salinas fields to Monterey storefronts—on any device. We centralize your data, automate reminders, and keep costs predictable, so you spend less time on admin and more time serving customers. When your whole team sees the same, up‑to‑date information, nothing slips through the cracks and revenue grows.
The future of Customer Relationships
Tailored to
your business
At Primary5, we know every California small business runs differently—whether you’re a Salinas Small Business company or a MedSpa. That’s why our CRM bends to your workflow, not the other way around. Rename pipeline stages, add custom fields, brand every dashboard, and plug in the tools you already love (QuickBooks, Gmail, SMS, e‑signatures, and more). With point‑and‑click flexibility, you can build a system that feels handcrafted for your team, so data stays clean, follow‑ups never slip, and customers get the personal touch that keeps them coming back.
Get answers
Frequently Asked Questions
You can find answers to most questions below.
What is Primary5 and why should I use it?
Primary5 is a purpose-built CRM for California small businesses that need big-company organization—without the big-company price tag. It centralizes your contacts, deals, messaging (email, SMS, chat), and automations in one easy-to-use dashboard. Whether you’re a freelancer or a growing team, Primary5 helps you attract leads, nurture relationships, close deals, and drive recurring revenue—all from a single platform.
How much does Primary5 cost, and what plans are available?
Start Up – $297/month (or $2,970 billed annually)
• Core CRM + two-way messaging + automations + email marketingDominate – $397/month (or $3,970 annually)
• All Start Up features, AI chatbot, basic one-page websitePerformance – $697/month (or $6,970 annually)
• Everything in Dominate, plus multi-page website, SEO blog (1/mo), analytics dashboard, monthly newsletter, and custom CRM modifications
You can upgrade or switch plans at any time—no penalties.
Are there any hidden fees or extra charges?
No. Primary5 uses transparent, all-inclusive pricing. There are no limits on records, and no surprise overages. Your subscription covers every feature in your plan and unlimited users. You even get a free trial with full access—no credit card required.
What key features and capabilities does Primary5 include?
CRM Core: Contacts, deals, custom pipelines, tags, and activity logs
Multi-Channel Messaging: Two-way email, SMS, social inbox (Facebook, Instagram, Google)
Automations: Drip campaigns, appointment reminders, birthday triggers, AI-powered reply suggestions
AI Chatbot: Qualify leads 24/7, book meetings, and answer FAQs on your website
Websites & SEO: Basic (1-page) or full multi-page site, built-in SEO blog tools, analytics
Email Marketing: Drag-and-drop campaigns, A/B subject-line split tests, pre-designed templates
Reporting & Analytics: Pre-built dashboards for pipeline health, revenue forecasts, and channel performance
Custom Modifications: Tailor fields, workflows, and integrations to your exact workflow
How our
How our CRM turns minutes of setup into measurable growth
Import & organize in 5 minutes
Drag‑and‑drop a CSV or sync Gmail/Outlook—no manual re‑typing. All contacts, emails, and notes land in one clean dashboard, so you ditch scattered sheets and sticky notes.
Shape it to your workflow
Automate the follow‑ups you forget
Switch on pre‑built email & SMS workflows: new‑lead hello, quote reminder, “haven’t heard back” nudge. Users report saving 5‑8 hours per week and closing 20 % more deals.
Watch the ROI in real time
Live dashboards surface hot leads, stalled deals, and monthly revenue forecasts. You’ll know—in dollars—how the CRM pays for itself long before any renewal notice.
Take control of your Customer Relationships and Marketing
At a price that makes sense
No matter the business or industry, SendProposal can empower and grow your business. Our proposal system optimizes your sales processes, saves time, and increases efficiency, allowing you to focus on driving your business forward.
Start Up
Manage and grow your business with CRM essentials.
$ 297 ./ month
($300 Setup)
- CRM (contacts, pipeline, deals)
- Messaging (email, SMS, chat, social media)
- Email Marketing (campaigns + templates)
- Automations (follow-ups, reminders)
Start now
View all the Features!
Dominate
Popular
Everything in Start Up, plus tools to scale smarter.
$ 397 ./ month
($500 Setup)
- Everything in Start Up
- AI Chatbot (auto-respond + qualify leads)
- Basic Website (2-page + contact form)
Start now
View all the Features!
Performance
Built for serious businesses ready to grow faster.
$ 697./ month
($800 Setup)
- Everything in Dominate
- Full Website (multi-page)
- SEO Blogs (1 per month)
- Website Analytics
- Monthly Newsletter (done-for-you)
- Custom CRM Modifications
