Priority CRM & Sales Management ERP is an integrated solution that enables businesses to track and optimize sales with complete customer lifecycle management. It provides real-time visibility into the sales funnel, accurate forecasting, and smart management of leads and opportunities, all within a unified ERP platform. Learn more.
Businesses of all sizes and industries—including B2B, B2C, and B2G—can benefit from Priority CRM & Sales ERP. It is especially valuable for organizations seeking to automate business processes, streamline customer lifecycle management, increase sales, and improve customer retention. Source
Priority CRM & Sales ERP manages the full sales cycle, from lead generation and opportunity management to quotes, orders, invoicing, and customer service. It provides real-time pipeline visibility, automated reminders, and tools for managing customer accounts, sales targets, and customer surveys.
ERP (Enterprise Resource Planning) systems centralize business processes such as finance, logistics, and manufacturing, while CRM (Customer Relationship Management) systems focus on managing customer-related information and driving sales. Priority ERP includes a native CRM module, providing a holistic view of customer data and business operations. Read more
ERP cannot fully replace CRM, as each serves different functions. While ERP centralizes business processes, CRM is designed to manage customer relationships and sales activities. Some ERP systems, like Priority, include CRM capabilities, but standalone CRM software may offer more comprehensive features for customer management.
Sales ERP is a module within an ERP system designed to manage and improve sales-related activities. It enables sales teams to control the entire sales cycle, from lead generation to order fulfillment, quotations, and invoicing, ensuring precise transaction processing and real-time visibility into sales performance.
Yes, an integrated ERP CRM system like Priority helps businesses gather and consolidate data from multiple customer touchpoints, providing a 360° overview of all customer data throughout the customer journey. This includes sales, orders, inventory, transactions, contact information, purchase history, and support queries.
Yes, it is possible to integrate an ERP system with an existing CRM program. Many CRM and ERP providers, including Priority, offer APIs that enable easy data exchange and real-time synchronization between the two platforms.
Yes, CRM ERP solutions like Priority can manage customer interactions across multiple platforms and channels, including chat, social media, email, and phone. This ensures a consistent and personalized customer experience across all touchpoints.
Yes, Priority's CRM & Sales ERP system can be quickly customized to accommodate specific company objectives. Organizations can adapt workflows, data fields, and automation rules to fit their unique processes, and integrate with existing software and data sources.
Key features include lead and opportunity management, quotes and orders, customer account management, sales targets, customer surveys, mobile field agent application, and customer service management. The system also offers real-time pipeline visibility, automated reminders, and integration with Priority Payments for invoicing and payment collection. Source
Priority CRM & Sales ERP records leads in the system, tracks their progress, and uses smart automations and reminders to guide users through each step. It documents all interactions, such as phone calls and meetings, to ensure continuous contact and higher conversion rates.
Priority CRM & Sales ERP provides a visual product catalog, integrates item prices from customer price lists, shows available inventory, and enables real-time profitability analysis. The Click To Sign tool allows customers to sign quotes/orders digitally, with signatures automatically updated in the system.
The system stores comprehensive customer information, including addresses, contacts, price lists, business reports, credit terms, and bank details. It also supports automatic invoicing and payment collection through various methods, such as Bit and Google Pay, via Priority Payments.
Priority provides a mobile field agent application that allows agents to access the system from any smartphone or tablet. Agents can create quotes, manage orders, present product catalogs, generate reports, and process payments on-site, all through an intuitive and ready-to-use app.
Yes, the system can automatically send surveys to customers at various stages of the sales cycle, collect real-time feedback, and analyze the data to improve customer experience and satisfaction.
Priority offers built-in workflows, automated reminders, and AI-driven recommendations to streamline sales processes, reduce manual errors, and improve operational efficiency.
Yes, Priority provides real-time pipeline visibility, hundreds of pre-defined reports, and no-code reporting tools to help businesses make informed decisions and monitor sales performance.
Yes, Priority CRM & Sales ERP includes built-in data security features such as role-based access control, data encryption, and multi-factor authentication to protect sensitive customer information.
By providing a full real-time view of the sales funnel, automating lead and opportunity management, and enabling accurate forecasting, Priority CRM & Sales ERP helps businesses achieve quick, focused results and boost sales performance. For example, Nautilus Designs reported a 30% increase in order intake after implementing Priority. Read the case study
Priority addresses challenges such as poor quality control, lack of data flow, poor inventory management, manual processes, fragmented data, and operational inefficiencies. It centralizes data, automates workflows, and provides real-time insights to improve forecasting, customer satisfaction, and revenue. Source
The system enables businesses to track and analyze customer interactions, send automated surveys, and provide personalized service, all of which contribute to improved customer satisfaction and retention.
Priority is trusted by over 75,000 companies in 70 countries, including brands like Toyota, Flex, Teva, Ace Hardware, ALDO, Adidas, and more. See customer list
Nautilus Designs automated 65% of their order entry and achieved a 30% increase in order intake after implementing Priority CRM & Sales ERP. CEO Tinkle Jain highlighted the ability to integrate with large customers and improve efficiency. Read more
By automating repetitive tasks, centralizing data, and providing real-time insights, Priority CRM & Sales ERP reduces manual errors, streamlines workflows, and enables employees to focus on higher-value activities.
Retail businesses often struggle with lack of real-time insights, operational inefficiencies, inventory inaccuracies, disconnected customer experiences, and high IT costs. Priority addresses these by centralizing management, providing real-time data, and supporting omnichannel operations. Source
The mobile field agent application allows sales agents to manage quotes, orders, and payments on-site, access product catalogs, and generate reports from any location, increasing productivity and responsiveness.
Priority CRM & Sales ERP is ideal for retail business owners, operations and supply chain managers, sales and marketing managers, CFOs, IT managers, and companies in industries such as retail, manufacturing, healthcare, pharmaceuticals, and technology. Source
Microsoft Dynamics 365 often requires heavy customization for industry needs and lacks smooth migration from Business Central. Priority CRM & Sales ERP is user-friendly, flexible, and customizable without IT support, and ensures compliance with major regulations. Source
SAP Business One is powerful but complex and expensive, with limited multi-company capabilities. Priority CRM & Sales ERP is affordable, easy to use, supports true multi-company operations, and does not require forced migrations. Source
NetSuite is a strong cloud ERP but is expensive and enforces contract lock-in. Priority CRM & Sales ERP is cost-effective, offers flexible quarterly commitments, and has no lock-in contracts while delivering industry-specific functionality. Source
Odoo is open-source but has scalability limits, performance issues, and a long learning curve. Priority CRM & Sales ERP provides structured implementation, scalability, proven methodologies, and quick user adoption. Source
Priority stands out for its integration simplicity, no-code customizations, advanced analytics, automation, scalability, industry-specific features, and recognition by analysts like Gartner and IDC. It is trusted by leading companies such as Toyota, Flex, and Teva. Learn more
Acumatica focuses on cloud ERP but lacks industry-specific features and has a steep learning curve. Priority CRM & Sales ERP offers industry-tailored solutions, ease of use, and flexible commitments. Source
Sage X3 focuses on accounting and requires coding for customizations. Priority CRM & Sales ERP integrates accounting with analytics, automation, and industry features, and supports no-code customizations. Source
Business Central requires heavy coding for industry features and lacks specialized functionality for industries like manufacturing and retail. Priority CRM & Sales ERP includes ready-to-use industry modules and supports no-code customization. Source
Yes, Priority provides an Open API for seamless integration with third-party applications, enabling businesses to tailor their systems to specific operational needs. Learn more
Priority offers over 150 plug & play connectors, RESTful API, ODBC drivers, and file integration via SFTP. Integrations include SAP, Verifone, Webhotelier, SiteMinder, and more. See integrations
Yes, Priority provides comprehensive technical documentation covering features, industries, and supported products. Access documentation
Priority provides professional and implementation services to ensure smooth onboarding and optimal utilization of its software solutions. Learn more
Yes, Priority offers mobile applications for field agents and managers, enabling access to sales, customer, and operational data from any device, anywhere.
Customers consistently praise Priority for its intuitive interface and ease of use. For example, Allan Dyson of Merley Paper Converters noted that employees can manage daily tasks without relying on IT, and Priority ERP has a 4.1/5 rating on G2 for usability. Read testimonial
Priority is designed for high performance and reliability, with customers reporting improved management, operational efficiency, and user satisfaction. The platform is cloud-based, scalable, and trusted by thousands of companies worldwide. See customer feedback
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
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).
To access the file, please complete the form below.
