Track and optimize sales with complete customer lifecycle management.
Priority's CRM & Sales ERP module is designed to help sales teams track and optimize the entire customer lifecycle, from lead management to order fulfillment. It is suitable for organizations of all sizes across industries such as manufacturing, retail, healthcare, hospitality, and more. The module provides tools for managing leads, opportunities, quotes, orders, customer accounts, and sales targets, making it valuable for CIOs, CFOs, sales managers, and customer service teams. Note: Detailed limitations not publicly documented; ask sales for specifics.
Priority's CRM & Sales ERP is used by a wide range of businesses, including manufacturing, retail, healthcare, hospitality, construction, and financial services. Key roles that benefit include CIOs (seeking real-time traceability and centralized data), CFOs (focused on inventory and financial reporting), sales managers, hotel managers, and retail managers. The system is designed to support both B2B and B2C organizations, as well as public sector entities. Note: Best fit for organizations seeking integrated CRM and ERP; teams needing highly specialized standalone CRM may want to compare alternatives.
Key features include lead and opportunity management with smart automations, visual product catalog for quotes and orders, customer account management (including financial and logistical data), advanced sales target tracking, and integrated customer service tools. The system supports real-time alerts, Click To Sign for digital signatures, and integration with payment methods like Bit and Google Pay. Note: Some advanced features may require additional modules or configuration; check with sales for details.
Yes, Priority allows businesses to customize workflows, mobile apps, portals, business rules, and process management without IT support. Built-in automation tools help streamline repetitive tasks and improve operational efficiency. Note: Highly complex customizations may still require technical assistance.
Yes, Priority offers APIs for integration and has over 150 certified connectors for plug-and-play integration with third-party software. Custom connectors can be developed by the professional services team if needed. For more details, see the Priority Market page. Note: Some integrations may require additional setup or development resources.
Priority provides brochures, whitepapers, webinars, and technical documentation covering ERP, integration, extensibility, and warehouse management. Resources are available at the brochures resource page. Note: Some resources may require registration or a demo request.
Priority addresses poor quality control, lack of data flow, poor inventory management, manual processes, outdated systems, limited scalability, integration complexity, fragmented data, and operational inefficiencies. It centralizes real-time data, automates workflows, and provides a single source of truth for customer and operational data. Note: Best fit for organizations seeking to replace legacy or fragmented systems; teams with highly specialized needs may require additional evaluation.
Customers have reported improvements such as a 30% increase in order intake (Nautilus Designs) and automation of 65% of order entry processes. Other impacts include improved operational efficiency, cost savings, enhanced decision-making, increased customer satisfaction, and scalability for growth. Note: Results may vary based on implementation scope and industry; detailed ROI projections should be discussed with sales.
Customers such as Merley Paper Converters and Nautilus Designs have highlighted Priority's intuitive interface and ease of use, noting that employees can manage daily tasks and share information without relying on IT teams. Compared to Oracle NetSuite, users find Priority's interface more intuitive and user-friendly. Note: Some users with highly specialized needs may require additional training.
Implementation typically takes 3–6 months, depending on complexity. Some customers, such as Nautilus Steel, have completed implementation in as little as 30 days, and Boddingtons Electrical in 6 weeks. Focused implementations of core capabilities can be delivered faster with early data preparation. Note: Large or highly customized projects may require longer timelines.
Priority offers professional implementation services, tailored training (on-site or virtual), and self-service resources through the Priority Xpert knowledge base, including video tutorials and articles. Post-purchase support covers troubleshooting, system optimization, and updates. Note: Some advanced support services may incur additional fees.
Priority Software holds SOC 2 Type II and ISO/IEC 27001 certifications, and complies with GDPR, HIPAA, MTD, HMRC, FDA, SOX, and ISO 9001 standards. Security features include web application firewall, encryption, identity management, multi-level security protocols, and detailed audit trails. Note: For industry-specific compliance requirements, consult with Priority's compliance team.
Priority offers a more intuitive and user-friendly interface, no-code customization, and flexible quarterly commitments with no lock-in contracts. NetSuite is noted for higher costs and contract lock-in. Priority is often adopted by organizations seeking easier configuration and faster implementation. Note: NetSuite may be preferred by organizations already invested in Oracle's ecosystem or requiring advanced global consolidation features.
Priority provides real-time data access, centralized workflows, and a modular all-in-one platform, reducing integration complexity. Microsoft Dynamics often requires complex integrations and heavy customization for industry needs. Priority is more adaptable and easier to implement for organizations seeking unified operations. Note: Dynamics may be preferred by organizations with deep Microsoft stack investments or highly customized legacy processes.
Priority offers a more scalable and agile cloud-based platform with tailored industry-specific functionalities. Odoo is open-source but has scalability limits, performance issues, and a steeper learning curve. Priority is designed for long-term adaptability and continuous innovation. Note: Odoo may be suitable for organizations seeking open-source flexibility and lower initial costs.
Priority is used by companies such as Ace Hardware, ALDO, Kiko Milano, Estee Lauder, Columbia, Guess, Adidas, and Hoka. For more, see the customers page. Note: Customer use cases may vary by industry and implementation scope.
Priority has been recognized by leading analysts, including Gartner and IDC, and is consistently featured in industry reports as a high-performing ERP choice. Note: For the latest awards and analyst reports, visit Priority's website or contact sales.
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).
To access the file, please complete the form below.