What is Priority Software's CRM & Sales ERP solution?

Priority Software's CRM & Sales ERP is a cloud-based module that enables sales teams to track and optimize the entire customer lifecycle. It provides tools for lead management, sales forecasting, opportunity tracking, and customer account management, all integrated within the Priority ERP platform. This solution helps businesses work smarter by automating sales processes and providing real-time insights for better decision-making. Learn more .

How does Priority's CRM module help sales teams?

The CRM module promotes sales growth and business efficiency by providing smart management of leads and opportunities. It offers a clear view of the sales funnel, enabling accurate sales forecasting and quick, focused results. Automated reminders and documentation tools help sales teams maintain continuous customer contact and streamline the lead-to-cash process.

ERP cannot fully replace a CRM system, as each serves different functions. While ERP centralizes business processes like finance and logistics, CRM is focused on managing customer relationships and driving sales. Priority ERP includes CRM capabilities, but standalone CRM software may offer more comprehensive customer management features. Source

Sales ERP is a module 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 order processing and real-time visibility into sales performance and customer data. Source

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

Key features include lead and opportunity management, quotes and orders, customer account management, sales targets, and customer service. The module offers smart automations, visual product catalogs, profitability analysis, real-time alerts, digital signature capture, and comprehensive customer data storage. Source

Does Priority CRM support lead and opportunity management?

Yes, Priority CRM allows you to record leads, track their progress, and convert them into sales opportunities. Automated reminders and documentation tools help maintain continuous contact and detailed records of customer interactions. Source

How does Priority handle quotes and orders?

Priority's CRM module streamlines quote and order preparation with a visual product catalog, integrated pricing, and inventory data. It provides real-time profitability analysis, alerts at every stage, and supports digital signatures via the Click To Sign tool. Source

Can I manage customer accounts and financial data in Priority CRM?

Yes, Priority CRM enables you to store comprehensive customer information, including addresses, contacts, price lists, business reports, credit terms, bank details, and more. It also supports automatic invoicing and multiple payment methods through Priority Payments. Source

Does Priority CRM support sales targets and performance tracking?

Yes, the system allows you to set and manage sales targets for agents, SKUs, quantities, and time periods. Agents can track their progress in real time, and targets can be customized by region, product category, and more. Source

How does Priority CRM improve customer service?

The CRM system organizes and stores all customer details, tracks interactions (calls, emails, meetings), and provides reports to support effective decision-making. This enables service teams to maintain communication continuity and deliver better customer support and retention. Source

Can CRM & Sales ERP be customized to meet specific business needs?

Yes, Priority's CRM & Sales ERP can be quickly customized to fit company objectives. Organizations can adapt workflows, data fields, and automation rules, and integrate the system with existing software and data sources for streamlined operations. Source

Does Priority Software offer an open API for integrations?

Yes, Priority Software provides an Open API that enables seamless integration with third-party applications. This allows businesses to create custom integrations and tailor their systems to specific operational needs. Learn more

What integrations are available for Priority Software?

Priority Software offers over 150 plug & play connectors, RESTful API access, ODBC drivers, and SFTP file integration. Key integrations include hospitality and ERP partners like Webhotelier, Ving Card, SAP, Verifone, and more. See full list

Is technical documentation available for Priority ERP?

Yes, Priority Software provides comprehensive technical documentation covering features, industries, and supported products. Access the documentation at Priority's ERP documentation page .

Can I connect my current CRM program to my ERP system?

Yes, it is possible to integrate an ERP system with an existing CRM program. Priority and other providers offer APIs for easy data exchange, enabling real-time synchronization of client information, sales orders, and invoices. Source

What security measures does Priority CRM ERP provide for customer data?

Priority CRM ERP includes built-in data security features such as role-based access control, data encryption during transmission and storage, and multi-factor authentication for user logins. The platform is also SOC 2 and GDPR compliant.

Does Priority CRM ERP support multi-channel client communication?

Yes, Priority CRM ERP manages customer interactions across multiple platforms and channels, including chat, social media, email, and phone. It integrates communication history to provide a consistent and personalized customer experience across all touchpoints. Source

Can you share a real-world example of Priority CRM increasing sales?

Yes. Nautilus Designs reported a 30% increase in order intake after implementing Priority, thanks to improved integration and next-day delivery capabilities. Read the case study .

How has Priority CRM improved operational efficiency for customers?

Nautilus Designs automated 65% of order entry, allowing the sales team to focus on selling rather than manual data entry. This led to significant time savings and increased sales productivity. Read more .

What do customers say about the ease of use of Priority Software?

Customers consistently praise Priority Software for its intuitive interface and ease of use. For example, Allan Dyson (Merley Paper Converters) noted that employees can manage daily tasks without relying on IT, and Tomer Lebel (Cyberint) found Priority much easier to operate than other ERP solutions. See testimonials .

What is the average customer satisfaction rating for Priority ERP?

Priority ERP has received an average rating of approximately 4.1 out of 5 on G2, with users highlighting its simplicity, configurability, and effectiveness. See G2 reviews .

Who are some of Priority Software's customers?

Priority Software serves leading brands such as Ace Hardware, ALDO, Adidas, Estee Lauder, Toyota, Flex, Dunlop, Outbrain, GSK, Teva, and more. See full customer list .

What common pain points does Priority CRM & Sales ERP solve?

Priority addresses challenges such as poor quality control, lack of real-time data flow, inventory inaccuracies, manual processes, fragmented data, integration complexity, and operational inefficiencies. It centralizes data, automates workflows, and provides real-time insights to improve decision-making and customer satisfaction. Learn more .

How does Priority help with integration complexity?

Priority offers a modular, all-in-one solution that eliminates the need for complex integrations. Its open API and plug & play connectors ensure seamless workflows across operations and customer engagement, reducing IT costs and operational risks.

How does Priority address operational inefficiencies?

Priority automates workflows, provides AI-driven recommendations, and centralizes data to improve efficiency across departments and locations. This reduces manual errors and frees employees to focus on higher-value tasks.

How does Priority help with fragmented data?

Priority maintains a single source of truth for all operational and customer data, ensuring consistent and accurate information across departments and eliminating the need for data synchronization between multiple systems.

How does Priority CRM & Sales ERP compare to other ERP solutions?

Priority stands out with its integration simplicity, no-code customizations, advanced analytics, automation, cloud-based scalability, and industry-specific features. It is recognized by analysts like Gartner and IDC, and trusted by brands such as Toyota and Teva. Learn more .

Why should a customer choose Priority over competitors?

Customers choose Priority for its modular all-in-one platform, single source of truth, cloud scalability, no-code customization, advanced analytics, automation, and industry-specific solutions. Priority is also recognized for its ease of use, flexible commitments, and trusted customer base. Source

What makes Priority CRM & Sales ERP different from generic CRM or ERP systems?

Priority offers industry-specific features, built-in automation, and a unified platform that eliminates the need for multiple disconnected systems. Its no-code customization and advanced analytics provide actionable insights and adaptability not found in generic solutions.

How does Priority support industry-specific needs?

Priority provides tailored functionalities for industries such as retail, manufacturing, healthcare, and hospitality. This ensures that businesses receive solutions designed for their unique requirements, unlike generic ERP systems.

When was this page last updated?

This page wast last updated on 12/12/2025 .

CRM & Sales Management ‪ERP Software

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.

Take a quick tour and follow the Lead to Cash process

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

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

Product Overview & Core Concepts