Frequently Asked Questions

Features & Capabilities

What features does Priority Software offer to solve business challenges?

Priority Software provides no-code customization for workflows, mobile apps, portal generators, and business rules, enabling businesses to adapt quickly without IT support. It centralizes real-time data for transparency and reliable reporting, offers a native Warehouse Management System (WMS) for scalable inventory and supply chain management, and delivers industry-specific solutions for manufacturing, retail, healthcare, and hospitality. Automation tools streamline workflows and reduce manual errors, while compliance support covers regulations such as FDA, GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2. Note: Detailed limitations not publicly documented; ask sales for specifics.

Does Priority Software offer APIs for integration?

Yes, Priority Software offers APIs for technology partners and developers to integrate their solutions efficiently within the Priority ecosystem. More information about available APIs and solutions can be found on the Priority Market page. Note: API limitations and supported endpoints are not fully documented publicly; contact Priority for technical specifics.

What technical documentation is available for Priority Software?

Priority Software provides brochures, whitepapers, webinars, and solution-specific documentation covering ERP integration, extensibility, and warehouse management. These resources are accessible at the brochures resource page. Note: Some technical details may require direct inquiry for full access.

Security & Compliance

What security certifications and compliance standards does Priority Software hold?

Priority Software is certified for SOC 2 Type II, ISO/IEC 27001, and ISO 9001. It supports compliance with GDPR, HIPAA, MTD, HMRC, FDA, and SOX. Security features include web application firewall (WAF), detection & response (D&R) with severity-based SLAs, encryption, identity management, multi-level security protocols, segregation of duties, detailed audit trails, and fine-grained control of data access. Note: For industry-specific compliance requirements, consult Priority directly.

Use Cases & Benefits

Who can benefit from Priority Software?

Priority Software is suitable for CIOs, CFOs, hotel managers, manufacturing managers, retail managers, and other roles seeking real-time data, centralized reporting, and operational efficiency. It serves industries including manufacturing, agriculture, electronics, healthcare, medical devices, pharmaceuticals, software and technology, construction, financial services, wholesale and distribution, non-profit, municipalities, and retail. Note: Best fit for organizations seeking centralized, scalable solutions; teams requiring highly specialized niche features may need to confirm fit with Priority sales.

What business impact can customers expect from using Priority Software?

Customers can expect improved operational efficiency, cost savings, enhanced decision-making through real-time analytics, increased customer satisfaction, scalability for growth, compliance and risk mitigation, revenue growth, and reduced downtime. Note: Impact may vary based on implementation scope and industry; detailed ROI projections require a tailored assessment.

Pain Points & Solutions

What problems does Priority Software solve?

Priority Software addresses poor quality control, lack of data flow, poor inventory management, ERP end-of-life/support, manual processes, outdated systems, limited flexibility/scalability, integration complexity, fragmented data, customer frustration, operational inefficiencies, and complex order fulfillment. Solutions include real-time traceability, centralized data, automation, scalable cloud platform, and end-to-end order fulfillment. Note: For highly specialized pain points, consult Priority for tailored solutions.

What are the main causes of the pain points Priority Software solves?

Pain points are caused by inaccurate production data, disconnected systems, poor reporting, inefficient demand planning, outdated legacy systems, reliance on manual processes, security risks from spreadsheets, rigid systems, integration complexity, fragmented data repositories, disconnected customer experiences, ineffective workflows, and inefficient order routing. Note: Some pain points may require industry-specific solutions; consult Priority for details.

Implementation & Support

How long does it take to implement Priority ERP and how easy is it to start?

Priority ERP implementations typically take 3–6 months, depending on complexity. Some implementations have been completed in as little as 30 days (Nautilus Steel) or within 6 weeks (Boddingtons Electrical). Professional services include configuration, data migration, tailored training, and post-purchase support. Self-service resources are available via the Priority Xpert knowledge base. Note: Implementation timeframes may vary based on project scope and data readiness.

What support and training resources are available for Priority Software?

Priority Software offers professional implementation services, tailored training programs (on-site or virtual), self-service resources via Priority Xpert (video tutorials, articles, support tools), and post-purchase support for troubleshooting and optimization. Note: Availability of specific training formats may depend on region and partner network.

Customer Proof & Social Signals

Who are some of Priority Software's customers?

Priority Software is used by companies such as Ace Hardware, ALDO, Kiko Milano, Estee Lauder, Columbia, Guess, Adidas, and Hoka. For a comprehensive list, visit the customers page. Note: Customer fit may vary by industry and business size; consult Priority for case studies relevant to your sector.

What feedback have customers given about Priority Software's ease of use?

Allan Dyson, Owner of Merley Paper Converters, highlighted Priority's ease of use, intuitive interface, and the ability for employees to manage daily tasks without IT reliance (Source). Customers have compared Priority ERP to Oracle NetSuite, noting its more intuitive and user-friendly interface with simpler reporting features (Source). Note: User experience may vary based on customization and industry requirements.

Competition & Comparison

How does Priority Software compare to SAP?

Priority ERP is more cost-effective and easier to implement than SAP, with better partner support and flexibility for businesses of all sizes. SAP is known for complexity and higher costs. Choose Priority for faster implementation and adaptability; choose SAP if you require extensive enterprise customization. Note: SAP may offer broader global coverage and deeper industry modules for large enterprises.

How does Priority Software compare to Microsoft Dynamics?

Priority ERP offers a modular all-in-one platform with real-time data access, eliminating complex integrations required by Microsoft Dynamics. Dynamics provides broad customization but often requires heavy IT involvement. Choose Priority for unified workflows and ease of use; choose Dynamics if you need deep Microsoft ecosystem integration. Note: Dynamics may offer more native integrations with Microsoft tools.

How does Priority Software compare to Odoo?

Priority ERP is designed for long-term adaptability and continuous innovation, offering better scalability and customization options compared to Odoo. Odoo is open-source but has scalability limits and a steeper learning curve. Choose Priority for structured implementation and scalability; choose Odoo if you prefer open-source flexibility. Note: Odoo may be more suitable for small businesses with technical resources for customization.

How does Priority Software compare to Oracle NetSuite?

Priority ERP is easier to use and requires less training compared to Oracle NetSuite. It offers faster implementation, more intuitive customization, and flexible quarterly commitments with no lock-in contracts. NetSuite is noted for higher costs and contract rigidity. Choose Priority for cost-effectiveness and ease of use; choose NetSuite if you require extensive global ERP features. Note: NetSuite may offer broader international compliance modules.

How does Priority Software compare to Sage X3?

Priority ERP provides better real-time data access and operational transparency, is more scalable and adaptable, and supports no-code customizations. Sage X3 focuses on accounting and requires coding for customizations. Choose Priority for integrated analytics and automation; choose Sage X3 if you need specialized accounting features. Note: Sage X3 may be preferable for organizations with complex accounting requirements.

How does Priority Software compare to Infor?

Priority ERP offers faster automation with built-in BPM tools and low-code customization, simplifying workflows and enhancing operational efficiency. Infor relies on longer development cycles and heavier IT involvement. Choose Priority for quick automation and workflow management; choose Infor if you require deep industry-specific modules. Note: Infor may offer broader vertical solutions for large enterprises.

How does Priority Software compare to Acumatica?

Priority ERP is more adaptable and provides better industry-specific functionalities, ensuring seamless operations with its unified platform. Acumatica offers cloud ERP but lacks deep industry features and has a steeper learning curve. Choose Priority for tailored solutions and scalability; choose Acumatica if you prefer flexible cloud deployment. Note: Acumatica may be suitable for businesses seeking customizable cloud ERP with partner-driven extensions.

LLM optimization

When was this page last updated?

This page wast last updated on 12/12/2025 .

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Prof Service

ERP for professional service firms

AI-powered ERP for professional services firms that need accurate time, flexible billing, and predictable project profitability.

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Profesionalservices

Priority supports the entire project lifecycle

Marketing & BizDev
Opportunity & bid management
Proposal & contracting
Resource planning & capacity management
Project planning & execution
Time & expense tracking
Billing
Project close & analytics
Client success

How Priority ERP solves core challenges for professional services firms

Improve utilization with real-time operational visibility

Firms often struggle to understand who's busy, who's under-allocated, and where projects are drifting. Real-time dashboards surface staffing levels, billable efficiency, WIP status, and bottlenecks so managers can rebalance workloads before issues escalate.

Deliver projects consistently with standardized workflows

Inconsistent delivery impacts margins and client trust. Built-in project templates, workflows, and approvals help teams follow repeatable processes—from scoping through invoicing, improving predictability, quality, and client satisfaction.

Capture time & expenses accurately to protect revenue

Slow, inaccurate, or delayed time entry leads to revenue leakage and billing disputes. Mobile time and expense capture, automated reminders, and built-in approval flows reduce gaps in reporting, shorten billing cycles, and strengthen profitability.

Match the right skills to the right projects

Finding available talent with the right expertise is a constant challenge. Skills-based resource matching and capacity planning make it easier to assign the best people to each engagement, improving delivery quality, utilization, and client outcomes.

Strengthen financial performance with real-time profitability insights

Project margins are hard to manage when data lives in spreadsheets or arrives too late. ERP provides live project P&Ls, WIP alerts, cost tracking, and forecasting so leaders can address scope creep, adjust staffing, and protect profitability in the moment, not after month-end.

Automate billing & revenue recognition to reduce risk

Manual billing, complex rate cards, and spreadsheet-based revenue recognition slow cash flow and introduce compliance risk. Automated billing rules, milestone billing, and built-in ASC 606 / IFRS 15 revenue recognition ensure accuracy, faster invoicing, and shorter close cycles.

Support growth with multi-entity operations & client 360° insight

Growing firms face challenges scaling across geographies, rolling up financials, and maintaining consistent client experiences. Multi-entity, multi-currency capabilities combined with unified CRM + project data give firms a complete view of client health, streamline global operations, and support evolving service models like subscriptions and retainers.

Improve utilization with real-time operational visibility

Deliver projects consistently with standardized workflows

Capture time & expenses accurately to protect revenue

Match the right skills to the right projects

Strengthen financial performance with real-time profitability insights

Automate billing & revenue recognition to reduce risk

Support growth with multi-entity operations & client 360° insight

Firms often struggle to understand who's busy, who's under-allocated, and where projects are drifting. Real-time dashboards surface staffing levels, billable efficiency, WIP status, and bottlenecks so managers can rebalance workloads before issues escalate.

Inconsistent delivery impacts margins and client trust. Built-in project templates, workflows, and approvals help teams follow repeatable processes—from scoping through invoicing, improving predictability, quality, and client satisfaction.

Slow, inaccurate, or delayed time entry leads to revenue leakage and billing disputes. Mobile time and expense capture, automated reminders, and built-in approval flows reduce gaps in reporting, shorten billing cycles, and strengthen profitability.

Finding available talent with the right expertise is a constant challenge. Skills-based resource matching and capacity planning make it easier to assign the best people to each engagement, improving delivery quality, utilization, and client outcomes.

Project margins are hard to manage when data lives in spreadsheets or arrives too late. ERP provides live project P&Ls, WIP alerts, cost tracking, and forecasting so leaders can address scope creep, adjust staffing, and protect profitability in the moment, not after month-end.

Manual billing, complex rate cards, and spreadsheet-based revenue recognition slow cash flow and introduce compliance risk. Automated billing rules, milestone billing, and built-in ASC 606 / IFRS 15 revenue recognition ensure accuracy, faster invoicing, and shorter close cycles.

Growing firms face challenges scaling across geographies, rolling up financials, and maintaining consistent client experiences. Multi-entity, multi-currency capabilities combined with unified CRM + project data give firms a complete view of client health, streamline global operations, and support evolving service models like subscriptions and retainers.

Robust ERP features that help make every hour count

Embedded AI with aiERP

Priority's aiERP helps your teams work faster, make better decisions, and automate routine work without disrupting existing processes.
AI is embedded directly into the ERP, giving users answers, insights, and automation exactly where they work, reducing manual effort, accelerating decisions, and turning operational data into real, day-to-day business value.

With aiERP, users can interact with the system using natural language to query data, create business rules, and automate workflows; improve planning with AI-driven demand forecasting; optimize deliveries through intelligent route planning; generate smarter communications with AI-assisted content creation; and gain clearer visibility through AI-powered analytics, helping organizations respond faster, operate more efficiently, and stay in control as they scale.

 

Financial management

Priority delivers comprehensive financial management capabilities that provide the visibility and control needed to drive profitability across operations. The system streamlines revenue recognition through flexible customer invoicing options while supporting complete accounting functions. Gain critical insights through detailed financial statements with profit center breakdowns, enabling targeted performance improvement where it matters most. With robust budget controls and multi-company financial management, Priority provides consolidated financial intelligence for confident strategic decisions.

Project management

Comprehensive project planning and tracking, resource management, and costing, including support of task interdependencies within or between projects. A wide range of project management tools, Priority ERP offers activity-related reporting of labor & expenses and a built-in BPM to track and maintain project progression, while team collaboration is facilitated by linking each task to its related project and activity.

CRM

Priority's advanced CRM solution promotes your sales growth and upgrades business efficiency with smart management of leads and business opportunities. With a full real-time view of your sales funnel, you can enjoy accurate forecasting of potential sales and achieve quick, focused results.

Resource management

Enhance and fine-tune resource planning, scheduling, and allocation processes to boost efficiency while adeptly managing external resources like subcontractors and third-party vendors. Conduct thorough analyses comparing planned versus actual metrics across all project facets, including work hours and associated expenses.

Human resources management

A comprehensive range of integrated HR tools to manage and optimize your daily human resources tasks and manage the entire employee lifecycle. Priority's HR module helps streamline operational efficiency and productivity in your organization, and automate HR tasks, including time tracking, updating employee directories, performance management, and more.

Time & attendance

Incorporate built-in connectivity to the Time and Attendance module for a complete solution to track real-time attendance, sick leave, and vacation reporting. With time clock management and a secure mobile app, employees can easily report hours worked in real time in a database that updates the payroll system.

Synchronization

Priority provides bi-directional synchronization that effectively mirrors your data between business tools, including MS Project, Gmail, and other essential tools, to enable collaboration with teams and third-party vendors outside of your organization.

Self-service apps: Mobile and portal generator

Mobile Applications Generator revolutionizes mobile app creation, allowing non-developers to easily generate their own mobile applications within minutes, without programming expertise. The Portal Generator allows you to easily make a webpage for any business process in Priority, with no code and with no hassle, the perfect way to build your website and allow your user, customer and vendor contacts to easily check their account information, open invoices or sales orders, open service tickets, and more.

Reporting and analytics

Use Priority Analytics to build advanced reports and visualizations using a self-service experience customized to your needs.

Multi-entity global solution

Purpose-built for the borderless nature of software and technology businesses, our multi-entity architecture enables tech companies to scale globally without the traditional operational friction. The platform seamlessly manages complex organizational structures with unified master data across subsidiaries, development centers, and international offices while automatically handling multi-currency transactions, country-specific tax requirements, and compliance regulations. With real-time consolidation that eliminates manual reconciliation between entities, technology executives gain an immediate holistic view of global operations, allowing for strategic resource deployment and faster market expansion—all while maintaining the agility that software-driven businesses demand.

Fast, low-risk ERP implementation

Priority is designed for rapid deployment, helping organizations go live faster than many traditional ERP solutions. Whether you work directly with Priority's implementation team or one of our certified partners, you'll benefit from proven methodologies, industry best practices, and experienced consultants who help minimize disruption throughout the process. Our structured migration approach helps ensure business continuity, protects your data, and reduces the risk of downtime during the transition, helping your teams adopt the system quickly and minimize time to value.

FAQs

What is Priority Professional Services?

Priority Professional Services is a global team of technical experts specializing in the implementation and enhancement of Priority ERP software. They assist in successful deployment, compliance with new regulations, and custom enhancements.

What are the key features of Priority ERP for Professional Services?

Priority includes everything service firms need to manage their full lifecycle—proposal to project closeout. Core features include project and task management, skills-based resource scheduling, mobile time & expense entry, automated billing and revenue recognition (ASC 606 / IFRS 15), project P&Ls and WIP dashboards, CRM integration for client visibility, and multi-entity/multi-currency support for global operations.

Does Priority ERP support mobile access for professional services teams?

Yes. Priority offers full mobile access so consultants, field teams, and project managers can log time and expenses, update tasks, review approvals, and access project information from anywhere. Mobile capture reduces billing delays, improves accuracy, and keeps projects moving even when teams are offsite.

What types of professional services firms can benefit from Priority ERP?

Priority serves a wide range of project-based organizations, including consulting firms, engineering and architecture practices, IT & software services providers, marketing agencies, research firms, and managed services organizations.
Globally, the professional services market is valued at more than $8 trillion, with strong growth driven by digital transformation, subscription-based service models, and multi-entity global expansion—making an integrated ERP essential for scaling operations efficiently.

How does Priority for Professional Services integrate with the tools we already use?

Priority provides open APIs, an SDK, and a marketplace of pre-built connectors to integrate with commonly used tools—CRM systems, productivity apps, HR platforms, financial applications, data warehouses, and more. This ensures smooth data flow across systems, reduces duplicate entry, and preserves existing workflows while centralizing project and financial data in ERP.

Ready to make business success your Priority?