Professional Services

Priority Software's ERP for professional services offers a unified platform to manage resources, projects, finances, and customer relationships, to optimize operations and drive growth.

Professional Services

Put 'Pro' in professional services

ERP systems play a crucial role in the success of professional services companies by helping them optimize their resources, automate their processes, and improve their financial management by providing a single, integrated platform for managing their operations. Priority's ERP solution offers better project visibility, allowing teams to collaborate more effectively and deliver better client results. It ultimately helps professional services firms streamline operations, drive growth, and achieve long-term success in a highly competitive industry.

Robust project-centric cloud ERP solution   

Efficiently manage the detailed planning, execution and delivery of client projects, including qualified personnel, required equipment and resources, and more with our professional services erp software.

Robust Project-Centric Cloud Erp Solution    

Don’t miss a beat with full system functionality, wherever you are 

Priority’s ERP solution offers full system functionality for your professional services business directly from your mobile device or tablet. You can conveniently manage your business operations on-the-go, from customer sites to your employees in the field, anywhere, any time. Access your business data in real-time, and save resources, manpower, and costs. 


Don’t Miss A Beat With Full System Functionality, Wherever You Are 
Streamline Operations And Drive Growth.

Streamline operations and drive growth.

  • Streamline employee time and expense tracking better to manage bills, invoicing, and project profitability
  • Manage the entire project lifecycle from proposal to delivery, including project planning, task management, collaboration, and reporting
  • Manage finances effectively with features like invoicing, accounts receivable, accounts payable, and general ledger
  • Simplify billing and revenue recognition processes, automate calculations, and ensure compliance with revenue recognition standards
  • Access real-time data and analytics to gain insights into project performance, resource utilization, financials, and other key performance indicators
  • Manage customer interactions, sales activities, pipeline forecasting, and access customer history and communication records
  • Easily integrate with other systems and applications using APIs, SDKs, and a marketplace with various connectors and add-ons
  • Ensure compliance with industry standards and regulations, and maintain the security of sensitive data through role-based access controls and other security measures

Professional services ERP key features

Project management  
Executive reports (BI) 
Human resource management 
Budget and costing 

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. 



Executive reports (BI) 

Priority’s integrated business analytics tool delivers real-time business intelligence and customizable reports, so you’ll always have full visibility of your current project status. Analyze business and customer data, empower your teams with a 360o view of each and every customer via customizable dashboards, and generate business analysis reports powered by Priority’s robust built-in BI tools. 

Human resource management 

A comprehensive range of integrated HR tools to manage and optimize your daily human resources tasks and overall HR objectives. 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. 

Budget and costing 

Define cost centers and billable & non-billable attributes related to your project, and calculate overall project costs, based on tasks, milestones, and resource costs. Priority ERP gives you a holistic view of your entire project workflow, enabling you to define project budgets, and consolidate expenses and revenues. 


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. 


Schedule a no-obligation call with one of our experts to get expert advice on how Priority can help streamline your operations.

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How is ERP used in Professional Services firms?

Cloud ERP systems are used in professional services firms to integrate and automate various business processes, such as project management, time tracking and billing, resource management, financial management, procurement, and customer relationship management. By integrating these processes into a single platform, ERP enables firms to gain real-time visibility into their operations, enhance collaboration and communication among team members, optimize resource utilization, and improve financial performance by reducing errors and eliminating redundancies.

What are the advantages of using an Cloud ERP in Professional Services firms?

Using an ERP system in a professional services firm can lead to significant advantages, including streamlined operations, enhanced efficiency, and improved collaboration among team members. An ERP can provide a single, centralized system for managing key business functions such as project management, resource planning, time tracking, financial management, and customer relationship management. With real-time data and analytics, professional services firms can gain greater visibility into their operations, identify areas for improvement, and make data-driven decisions. By automating routine tasks and reducing manual work, an ERP can help firms save time and resources, allowing them to focus on delivering high-quality services to their clients.

What are the key modules for Professional Services firms?

The key modules for ERP in professional services firms include project management, resource management, time and expense tracking, financial management, client management, and human resources management. Project management modules enable firms to effectively manage the entire project lifecycle from initiation to delivery, with tools for budgeting, scheduling, task management, and resource allocation. Resource management modules provide visibility into employee availability and utilization, enabling firms to allocate resources efficiently to projects. Time and expense tracking modules enable accurate tracking and billing of billable hours and expenses. Financial management modules provide real-time visibility into financial performance, including invoicing and accounts receivable. Client management modules offer a centralized repository for client information, including contact information, proposals, and project history. Human resources management modules enable firms to manage employee information, including performance evaluations, training and development, and benefits administration.

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