Track and optimize sales with complete customer lifecycle management.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
This page wast last updated on 12/12/2025 .
Priority's CRM module promotes your sales growth and upgrades business efficiency with smart management of leads and business opportunities.
With a view of your sales funnel, you can forecast potential sales and achieve quick, focused results.
“Previously we've had to turn back large customers where we couldn't integrate with their systems and now obviously we are able to because of the next day delivery service that we can offer now which we couldn't previously, that has increased the order intake by 30% as well.”
Tinkle Jain, CEO, Nautilus Designs
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.
Recording leads in the system provides a clear picture of each lead's progress and helps quickly convert it into a real sales opportunity.
All processes are managed through smart automations that simplify work, including reminders that guide you at every step with the customer, and help maintain continuous contact with detailed documentation of phone calls and customer meetings.
Preparing quotes and orders has never been easier and faster! With a visual product catalog that integrates item prices from customer price lists, available inventory, and additional details, you can create quotes and orders easily and quickly.
Additionally, you can see profitability already at the quote or order stage and make smart management decisions in real-time. With smart process management in quotes/orders, you'll receive real-time alerts at every stage of the quote or order, including sending customer quotes/orders directly from the system, ensuring smooth and efficient process management.
Through the Click To Sign tool, the customer can sign the quote/order, and their signature will be automatically updated in the system.
Priority allows you to store rich and comprehensive information about each customer, including logistical details such as customer address, contacts, sites, customer price lists, and business reports and analyses at the customer level.
Additionally, you can save important financial information, such as the customer's credit terms and credit limit, bank account details, and more.
Furthermore, Priority provides solutions for creating automatic invoices and enables receiving payments from customers through various payment methods such as Bit, Google Pay, and more – through the Priority Payments solution.
With an advanced sales management system, you can effectively set precise targets for your sales agents and manage goals for SKUs, quantities, periods of time, and more.
The system allows each agent to track their targets clearly, with real-time updates on performance. This way, every agent can see their progress and focus on the right areas to achieve their goals.
Additionally, you can define flexible targets, integrating data such as geographic regions, product categories, time periods, and more – all to ensure that results meet expectations. You can enable your field agents to work with Priority's field agent application.
The CRM system enables management, optimization, and improvement of customer relationships by organizing and storing all customer details, including names, contact information, customer price lists, purchase history, and previous communication.
Beyond this, the system tracks interactions with customers, such as phone calls, emails, meetings, and more, allowing service teams to maintain communication continuity and provide better service.
Additionally, it provides reports and services that help in making effective business decisions, enabling customer support and retention while providing a comprehensive view of customer activity.
Can ERP replace CRM?
ERP cannot fully replace a CRM system as ERP and CRM both serve different functions. While ERP incorporates business processes, like finance, logistics, and manufacturing, into one centralized management system, a CRM system is designed to drive sales and handle customer-related information that helps the company improve customer relationships. While some ERP systems, like Priority, include CRM capabilities, a standalone CRM software is more comprehensive.
What is sales ERP?
ERP for Sales is a module designed to manage and improve sales-related activities. It enables sales teams to control the whole sales cycle, from lead generation through order fulfillment, as well as the issuance of sales quotations and invoicing, to guarantee precise order transaction processing. Sales teams can create efficient sales plans and enhance cross-departmental communication and cooperation thanks to real-time visibility into sales performance and customer data.
What types of businesses can benefit from implementing CRM & Sales ERP?
Most organizations often require both. Priority combines a native CRM module that easily integrates with 3rd part systems, providing a holistic view of the organization's customer data. When both are working together, a CRM and an ERP can maximize business growth.
Is a CRM & Sales ERP solution is essential for any business to succeed in today's competitive environment?
Businesses of all sizes, industries, and sectors, whether B2B, B2C, or even B2G, benefit from implementing an ERP system that integrates CRM and Sales management modules, especially in sales, marketing, and customer service units. The CRM & Sales ERP facilitates business process automation to streamline customer lifecycle management, increase sales, improve customer retention, and improve decision-making, fostering smoother, quicker company operations.
Can CRM ERP provide a complete overview of customer data?
An integrated ERP CRM system helps businesses gather and consolidate data from multiple customer touchpoints to gain a 360° overview of all customer data throughout the complete customer journey. While the ERP component assists in managing “back office” processes (sales and orders, inventory management, transactions, and more), the CRM component stores and helps manage customer information (such as contact information, purchase history, preferences, and support queries).
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