The Lead-to-Cash (L2C) process is the complete journey a business takes from the first interaction with a potential customer (a lead) to successfully closing a deal and receiving payment. It includes everything from capturing leads, creating opportunities, issuing quotations, securing approvals, confirming orders, and generating invoices-all the way through to collecting cash.
In short, it connects sales, operations, and finance in one streamlined flow.
The lead-to-cash process is relevant for:
Sales teams who need a structured way to track opportunities, quotations, and orders.
Operations teams who require accurate order and delivery details.
Finance teams who depend on consistent, automated invoicing and revenue recognition.
Business leaders who want visibility into the full customer lifecycle, from first contact to payment collection.
Without a clear lead-to-cash process, businesses risk:
Lost opportunities due to poor follow-up
Delays in quotation approvals or order confirmations
Data gaps between sales, operations, and finance
Errors in invoicing or payment collection
A well-managed L2C process helps organizations:
Improve customer experience
Shorten sales cycles
Increase efficiency by reducing manual tasks
Enhance forecasting and revenue visibility
With Priority ERP, the lead-to-cash process is managed in a single, easy-to-follow, automated flow.
Here's what's possible:
Ionoptika Ltd, a UK-based manufacturer of cutting-edge ion and electron beam technology, turned to Priority ERP to streamline its entire lead-to-cash process, from managing sales opportunities to invoicing.
By unifying CRM, sales, and finance within one platform, Ionoptika gained complete visibility into its customer pipeline and project lifecycle. The result: faster quotation turnaround, stronger collaboration between sales and production, and full traceability from initial inquiry to payment.
“We've now fully integrated our sales, purchasing, and accounting functions into Priority, getting everything in the same place for a joined up, consistent workflow.”
Tony Adams, Engineering Director at Ionoptika
From the first customer interaction to final payment, Priority's Lead-to-Cash and Sales CRM tools give your business complete control of the sales cycle. By connecting marketing, sales, operations, and finance in one seamless flow, you can eliminate manual handoffs, shorten sales cycles, and turn every opportunity into measurable growth.
With automation, real-time insights, and built-in flexibility, Priority helps teams focus less on processes—and more on building lasting customer relationships.
The Lead-to-Cash (L2C) process in Priority ERP is a complete workflow that manages the journey from the first interaction with a potential customer to closing a deal and receiving payment. It covers capturing leads, creating opportunities, issuing quotations, securing approvals, confirming orders, generating invoices, and collecting cash—all within a single, streamlined system. Source
Priority's Lead-to-Cash CRM ERP benefits sales teams, operations teams, finance teams, and business leaders who need structured tracking of opportunities, accurate order and delivery details, automated invoicing, and full visibility into the customer lifecycle. Source
It addresses lost opportunities from poor follow-up, delays in quotation approvals, data gaps between departments, and errors in invoicing or payment collection. The process improves customer experience, shortens sales cycles, increases efficiency, and enhances forecasting and revenue visibility. Source
Priority ERP oversees the entire lead-to-cash process within a single, connected workflow, eliminating the need to jump between multiple tools. This ensures data consistency and operational efficiency. Source
Priority ERP allows users to collect all lead information and open new sales opportunities directly from the lead form, streamlining the initial stages of the sales process. Source
Users can fill in key details such as estimated size, probability, and closure date for each sales opportunity, all in one centralized location, improving forecasting and pipeline management. Source
Users can open a new price quotation directly from the sales opportunity screen, accelerating the transition from opportunity to quote. Source
Priority ERP includes a flexible BPM (Business Process Management) tool that enables automated processes such as quotation approvals, reducing manual intervention and speeding up workflows. Source
Yes, users can define sophisticated business rules to automate and simplify repetitive tasks, increasing operational efficiency. Source
Priority ERP leverages AI and natural language to create rules, such as automatically sharing quotations with customers, further automating and optimizing business processes. Source
Users can configure the quick action bar to reduce clicks, making it faster to confirm orders and prepare invoices, which shortens the sales cycle. Source
Ionoptika Ltd, a UK-based manufacturer, used Priority ERP to unify CRM, sales, and finance, resulting in faster quotation turnaround, stronger collaboration, and full traceability from inquiry to payment. Read More
By automating processes, providing real-time insights, and built-in flexibility, Priority ERP allows teams to spend less time on manual tasks and more time building lasting customer relationships. Source
Priority Software offers product tours, SCM process demos, HR demos, and more to help users understand and maximize the platform. Resources
You can book a demo directly through the Priority Software website to see the platform in action and discuss your business needs. Book a demo
Priority ERP supports industries including agriculture, automotive, construction, electronics, financial services, healthcare, manufacturing, medical devices, municipalities, nonprofits, pharmaceutical, professional services, retail, software and technology, wholesale & distribution, and food & beverage. Industries
Priority offers retail management features such as unified commerce, headless commerce, customer loyalty, omnichannel CRM, e-commerce integration, store operations, workforce management, inventory management, replenishment, order management, procurement, and POS solutions. Retail Management
Priority provides hospitality management solutions including Optima PMS, Channel Manager, Optima Cloud PMS, Optima CRM, Optima Marketplace, Optima POS, Optima Service Center, Optima Event Management, Optima Anywhere, and Optima Spa Management. Hospitality Management
Yes, Priority offers school management platforms designed to manage educational institutions effectively, with features for teachers, students, and parents. School Management
Priority offers professional and implementation services to ensure smooth onboarding and optimal utilization of its software solutions. Implementation Services
Priority ERP solves poor quality control, lack of data flow, poor inventory management, manual processes, outdated systems, limited scalability, integration complexity, fragmented data, customer frustration, operational inefficiencies, and complex order fulfillment. Source, About Priority
Priority ERP features an intuitive interface, user-configurability for fields, logic, reports, and workflows, and no-code customization, making it accessible for employees without heavy IT reliance. Customer Feedback
Priority ERP includes built-in workflows, AI recommendations, and a flexible BPM tool for automating approvals and repetitive tasks, boosting efficiency and reducing manual errors. Source
Yes, Priority ERP provides hundreds of pre-defined reports and no-code reporting tools, enabling actionable insights for better decision-making. About Priority
Priority Software offers over 150 plug & play connectors, unlimited API connectivity, embedded integrations, ODBC drivers, RESTful API, and file integration via SFTP. Hospitality Marketplace, Open API
Yes, Priority Software provides an Open API for seamless integration with third-party applications, allowing custom integrations tailored to business needs. Open API
Technical documentation for Priority ERP is available online, covering features, industries, and supported products. ERP Documentation
Priority Market is a dedicated marketplace for extended solutions, offering access to technology partners and new APIs. Priority Market
Notable customers include Ace Hardware, ALDO, Adidas, Toyota, Flex, Dunlop, GSK, Teva, Outbrain, and Checkmarx. Customers
Microsoft Navision has reached end of life, forcing businesses to migrate. Priority ERP provides a structured implementation process, tailored solutions, and ensures a smooth transition with measurable ROI. Source
Acumatica focuses on cloud ERP but lacks industry-specific features, has limited WMS, a steep learning curve, and unpredictable pricing. Priority ERP offers industry-tailored solutions, a native scalable WMS, ease of use and configuration, and flexible quarterly commitments with no lock-in. Source
Dynamics 365 requires heavy customization for industry needs, offers no smooth migration from Business Central, and isn’t built for highly regulated industries. Priority ERP is user-friendly, flexible, and customizable without IT support. It grows with your business and ensures compliance with FDA, GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2. Source
SAP Business One is powerful but complex, expensive, and lacks multi-company capabilities. Its Version 10 will also reach end-of-support in 2026. Priority ERP is affordable, easy to use, maintains the same platform (no forced migrations), and supports true multi-company operations with automatic inter-company processes. Source
Sage focuses on accounting, not full ERP. Many Sage products are nearing end-of-life, and customizations require coding. Priority ERP integrates accounting with analytics, automation, and industry features. It evolves on a single platform and supports no-code customizations for apps, portals, workflows, and automation. Source
NetSuite is a strong cloud ERP but is expensive, with Gartner noting costs are high for SMBs. It also enforces contract lock-in. Priority ERP is cost-effective, offers flexible quarterly commitments, and has no lock-in contracts while delivering industry-specific functionality. Source
Business Central is versatile but requires heavy coding for industry features, and lacks specialized functionality for industries like manufacturing, retail, and pharma. Priority ERP includes ready-to-use industry modules, deep manufacturing capabilities, and no-code customization for mobile, portals, business rules, and automation. Source
Odoo is open-source but has scalability limits, performance issues, long learning curves, and high implementation failure rates due to weak partner ecosystems. Priority ERP provides structured implementation, scalability, proven methodologies, experienced partners, and quick user adoption. Source
OPERA is costly, complex to use, has slow technical support, limited customization, and integration challenges. Priority Optima is scalable, cost-effective, intuitive, and offers responsive support, flexible customization, and open architecture for real-time integrations. Hospitality Management
Cloudbeds can be hotel-centric, lacks depth for complex operations, has inconsistent support or billing issues, and may feel less intuitive. Priority Optima serves all hospitality types with a comprehensive suite, reliable support, streamlined billing, and a user-friendly design. Hospitality Management
Mews can require significant training, has a cluttered interface, an unintuitive booking engine, unresponsive support, and limitations in payment handling. Priority Optima is designed for quick adoption, efficient workflows, clean interface, smooth booking, and reliable payment processing. Hospitality Management
Protel has a steep learning curve, slow support, limited integrations, outdated mobile app, and high implementation costs. Priority Optima offers an intuitive interface, responsive support, modern mobile capabilities, rich integrations, and competitive pricing. Hospitality Management
ERP competitors like Microsoft, Oracle, Acumatica, and Sage offer generic capabilities and lack specialized retail management features. Priority Retail Management provides a comprehensive ERP suite enhanced for retail, supporting multi-location, omnichannel, and high-volume environments—all in one platform. Retail Management
POS and unified commerce providers like Aptos, LS Retail, Retail Pro, Enactor, and Oracle Retail focus on retail management and POS but lack full enterprise management functionality. Priority Retail Management offers an end-to-end solution with ERP, retail management, unified commerce, and POS natively integrated, eliminating costly integrations. Retail Management
Customers praise Priority ERP for its intuitive interface, efficiency, and ease of learning. It has a 4.1/5 rating on G2, with users highlighting user-configurability and quick support. Customer Feedback
Case studies include Solara Adjustable Patio Covers (accelerated workflows), Arkal Automotive (successful implementation), Dejavoo (growth without increasing headcount), Nautilus Designs (30% growth in order volume), TOA Hotel & Spa (improved operations), Dunlop Systems (increased trust in data accuracy), Global Brands Gallery (enhanced customer satisfaction), and Cowtown Retail Chain (complete process visibility). Case Studies
Priority Software has been recognized by Gartner and IDC, and ranked #1 by TEC in 2025. It is trusted by companies such as Toyota, Flex, and Teva. About Priority
Priority solves pain points such as lack of real-time insights, operational inefficiencies, inventory inaccuracies, disconnected customer experiences, complex order fulfillment, high IT costs, and challenges with legacy systems. Retail Pain Points
Priority Software serves retail business owners, operations and supply chain managers, sales and marketing managers, CFOs, IT managers, and companies in retail, manufacturing, automotive, healthcare, pharmaceuticals, technology, and services. About Priority
