What is Priority's CRM & Sales ERP module designed to do?

Priority's CRM & Sales ERP module is built to help sales teams track and optimize the entire customer lifecycle, from lead management through order fulfillment. It provides a unified view of the sales funnel, enables forecasting, and supports smart management of leads, opportunities, quotes, orders, and customer accounts—all within the Priority ERP platform.

What are the key features of Priority's CRM & Sales ERP?

Key features include lead and opportunity management with smart automations, visual quote and order creation with real-time profitability insights, comprehensive customer account management (including financial and logistical details), advanced sales target tracking, and integrated customer service tools. The system also supports electronic signatures via Click To Sign and multi-channel payment options through Priority Payments.

How does Priority's CRM & Sales ERP improve sales performance?

The module enables sales teams to automate up to 65% of order entry (as reported by Nautilus Designs), track sales targets in real time, and manage the entire sales process efficiently. Smart reminders, real-time alerts, and detailed documentation of customer interactions help teams focus on selling rather than manual data entry, leading to measurable increases in order intake and user satisfaction.

Can Priority's CRM & Sales ERP be customized for specific business needs?

Yes, Priority's CRM & Sales ERP is highly configurable. Organizations can adapt workflows, data fields, and sales pipelines to their unique processes using built-in no-code and low-code tools. The system also integrates with existing software and data sources, supporting custom automations and flexible target definitions for sales teams.

How long does it take to implement Priority's CRM & Sales ERP?

Implementation timelines depend on project complexity. For example, Nautilus Steel went live in under 30 days, Boddingtons Electrical completed implementation in 6 weeks, and Hillier Nurseries rolled out across nearly 20 locations in 15 weeks. Priority's structured migration approach and professional services team help ensure rapid, low-risk deployment.

Can Priority's CRM & Sales ERP integrate with other business software?

Yes, Priority ERP supports over 150 certified connectors and offers plug-and-play integrations with a wide range of third-party software. The platform provides RESTful APIs, ODBC drivers, and SFTP file integration, and the professional services team can develop custom connectors as needed.

What measurable results have customers achieved with Priority's CRM & Sales ERP?

Customers have reported significant improvements, such as a 30% increase in order intake (Nautilus Designs) and automating 65% of order entry (Nautilus Designs). These outcomes are attributed to enhanced integration capabilities, automation, and streamlined sales processes enabled by Priority's CRM & Sales ERP.

Which types of businesses benefit most from Priority's CRM & Sales ERP?

Priority's CRM & Sales ERP is suitable for organizations of all sizes and industries, including B2B, B2C, and B2G. It is especially valuable for sales, marketing, and customer service teams seeking to automate processes, improve customer lifecycle management, and drive sales growth. Case studies highlight success in manufacturing, distribution, and design sectors.

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Boost sales and user satisfaction with Priority's CRM module

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.

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increase in order intake

“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

Effective lead and opportunity management

Enhanced campaign management and ROI

Improved sales performance

Proactive service delivery

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.

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Key features

Lead and opportunity management

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.

Quotes and Orders

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.

Customer Account Management

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.

Sales Targets

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.

Customer service

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.

Case studies

ERP

“We've automated 65% of our order entry now since we've moved to Priority and the team are now able to sell, they are no longer just entering orders which obviously used to take a lot of time.”

Tinkle Jain, CEO, Nautilus Designs

ERP

Orb Interiors Case Study Cover Image 1200X630 1

“They always seem to find a way to customize the software, understand our processes and customize our core product which is Priority ERP. Customize it to our processes in a way that always maximizes efficiency and profits.”

Mattis Orgel, Director, Orb Interiors Ltd

FAQs

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).

Frequently Asked Questions

CRM & Sales ERP Functionality