What is Priority Software's ERP for Professional Services?

Priority Software's ERP for Professional Services is a unified, cloud-based platform designed to manage resources, projects, finances, and customer relationships. It helps professional services firms optimize operations, automate processes, and drive growth by providing a single integrated solution for all business functions. Learn more: https://www.priority-software.com/erp/professional-services/

How does Priority ERP help professional services companies?

Priority ERP helps professional services companies by optimizing resource allocation, automating processes, improving financial management, and providing better project visibility. Teams can collaborate more effectively, deliver better client results, and achieve long-term success in a competitive industry. Source: https://www.priority-software.com/erp/professional-services/

What are the main modules included in Priority ERP for Professional Services?

The main modules include project management, resource management, time and expense tracking, financial management, client management, and human resources management. These modules enable firms to manage the entire project lifecycle, allocate resources efficiently, track billable hours, manage finances, and maintain client and employee information. Source: https://www.priority-software.com/erp/professional-services/

What is aiERP and how does it enhance Priority ERP?

aiERP is Priority's embedded AI platform that delivers context-aware automation and strategic business orchestration. It includes an aiERP Assistant for personalized user experience, an aiERP Advisor for proactive insights, and an aiERP Agent for cross-process automation. Features include natural language queries, workflow automation, demand forecasting, and AI-powered analytics. Source: https://www.priority-software.com/erp/professional-services/

How does Priority ERP handle project management for professional services?

Priority ERP provides comprehensive project planning and tracking, resource management, costing, and support for task interdependencies. It includes activity-related reporting, built-in BPM for project progression, and team collaboration tools linking tasks to projects and activities. Learn more: https://www.priority-software.com/erp/project-management/

What business intelligence (BI) capabilities are available in Priority ERP?

Priority ERP offers integrated business analytics tools for real-time business intelligence and customizable reports. Users can analyze business and customer data, access 360-degree customer views, and generate analysis reports powered by robust built-in BI tools. Learn more: https://www.priority-software.com/erp/business-intelligence/

How does Priority ERP support human resource management?

Priority ERP includes integrated HR tools to manage daily HR tasks and objectives, automate time tracking, update employee directories, manage performance, and more. The HR module streamlines operational efficiency and productivity. Learn more: https://www.priority-software.com/erp/human-resources-management/

Can Priority ERP synchronize data with other business tools?

Yes, Priority ERP provides bi-directional synchronization with tools like MS Project, Gmail, and other essential business applications, enabling collaboration with teams and third-party vendors outside the organization. Source: https://www.priority-software.com/erp/professional-services/

How does Priority ERP help with billing and revenue recognition?

Priority ERP simplifies billing and revenue recognition processes by automating calculations and ensuring compliance with revenue recognition standards. It streamlines invoicing, accounts receivable, and accounts payable management. Learn more: https://www.priority-software.com/erp/financial-management/

What analytics and reporting features does Priority ERP offer?

Priority ERP provides access to real-time data and analytics, enabling insights into project performance, resource utilization, financials, and other key performance indicators. Customizable dashboards and reports empower data-driven decision-making. Source: https://www.priority-software.com/erp/business-intelligence/

How does Priority ERP ensure data security and compliance?

Priority ERP maintains data security through role-based access controls and compliance with industry standards and regulations. Sensitive data is protected, and the system supports regulatory requirements for professional services firms. Source: https://www.priority-software.com/erp/professional-services/

Can Priority ERP be integrated with other systems and applications?

Yes, Priority ERP can be integrated with other systems and applications using APIs, SDKs, and a marketplace with various connectors and add-ons. This enables seamless connectivity and extended functionality. Priority Market: https://market.priority-software.com/

What industries does Priority ERP for Professional Services support?

Priority ERP for Professional Services supports a wide range of industries, including agriculture, automotive, construction, electronics, financial services, healthcare, manufacturing, medical devices, municipalities, nonprofits, pharmaceutical, retail, software and technology, wholesale & distribution, and food & beverage. Source: https://www.priority-software.com/erp/professional-services/

Is technical documentation available for Priority ERP?

Yes, Priority Software provides comprehensive technical documentation for its ERP solutions, including features, supported industries, and product details. Documentation is available at https://www.priority-software.com/documentation/

Does Priority ERP offer professional and implementation services?

Yes, Priority Software offers professional and implementation services to ensure smooth onboarding and optimal utilization of its ERP solutions. Details are available at https://www.priority-software.com/professional-implementation-services/

Are there partnership opportunities with Priority Software?

Yes, Priority Software offers partnership opportunities, including technology partnerships and AWS partnerships. Learn more at https://www.priority-software.com/become-a-partner/

Does Priority ERP support no-code customizations?

Yes, Priority ERP allows businesses to adjust workflows, field names, screen layouts, and business rules without IT support, enabling rapid adaptation to changing needs. Source: https://www.priority-software.com/about-priority/

What integration options are available with Priority ERP?

Priority ERP offers ODBC drivers, RESTful API, file integration via SFTP, and over 150 plug & play connectors from best-of-breed vendors. Unlimited connectivity is available through APIs and embedded integrations. Learn more: https://www.priority-software.com/become-a-partner/hospitality-marketplace/

Does Priority Software provide an Open API?

Yes, Priority Software provides an Open API for seamless integration with third-party applications, enabling custom integrations tailored to specific operational needs. Open API details: https://www.priority-software.com/technology/open-api/

What pain points does Priority ERP solve for professional services firms?

Priority ERP addresses 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: https://www.priority-software.com/resources/whats-holding-retailers-back-from-better-customer-experiences/

How does Priority ERP improve operational efficiency?

Priority ERP automates workflows, provides AI recommendations, centralizes data, and enables real-time visibility across departments and locations, reducing manual errors and improving resource utilization. Source: https://www.priority-software.com/about-priority/

What customer feedback has Priority ERP received regarding ease of use?

Customers consistently praise Priority ERP for its intuitive interface and user-friendly design. Reviews highlight its efficiency, quick learning curve, and user-configurability for fields, logic, reports, and workflows. Priority ERP has a rating of approximately 4.1/5 on G2. Customer feedback: https://www.priority-software.com/about-priority/customers/

What performance metrics are available for Priority ERP?

Priority ERP is recognized for its user-friendly design, efficiency, and customer satisfaction. It has received a rating of approximately 4.1/5 on G2, with users highlighting its simplicity and effectiveness. Source: https://www.priority-software.com/about-priority/customers/

What are some real-world success stories of Priority ERP customers?

Success stories 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 and Components (increased trust in data accuracy), and Global Brands Gallery (enhanced customer satisfaction). Case studies: https://www.priority-software.com/about-priority/case-studies/

Who are some of Priority Software's notable customers?

Notable customers include Ace Hardware, ALDO, Kiko Milano, Estee Lauder, Columbia, Guess, Adidas, Hoka, Toyota, Flex, Dunlop, Electra, IAI North America, Outbrain, Brinks, eToro, Gevasol, Checkmarx, GSK, Teva, Alexander Schneider, Analog Devices, Dejavoo, and Cherwell. Customer list: https://www.priority-software.com/about-priority/customers/

How does Priority ERP compare to Microsoft Navision?

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: https://www.priority-software.com/resources/sap-business-one-manufacturing-alternatives/

How does Priority ERP compare to Acumatica?

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: https://www.priority-software.com/resources/sap-business-one-manufacturing-alternatives/

How does Priority ERP compare to Microsoft Dynamics 365?

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: https://www.priority-software.com/resources/sap-business-one-manufacturing-alternatives/

How does Priority ERP compare to SAP Business One?

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: https://www.priority-software.com/resources/sap-business-one-manufacturing-alternatives/

How does Priority ERP compare to Sage X3?

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: https://www.priority-software.com/resources/sap-business-one-manufacturing-alternatives/

How does Priority ERP compare to NetSuite?

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: https://www.priority-software.com/resources/sap-business-one-manufacturing-alternatives/

How does Priority ERP compare to Microsoft Business Central?

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: https://www.priority-software.com/resources/sap-business-one-manufacturing-alternatives/

How does Priority ERP compare to Odoo?

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: https://www.priority-software.com/resources/sap-business-one-manufacturing-alternatives/

Who can benefit from Priority ERP for Professional Services?

Professional services firms of all sizes, including project-based businesses, consultancies, and organizations in industries such as manufacturing, healthcare, retail, and technology, can benefit from Priority ERP's unified platform and industry-specific features. Source: https://www.priority-software.com/erp/professional-services/

Is Priority ERP suitable for remote and mobile teams?

Yes, Priority ERP is designed for remote and mobile teams, offering full system functionality on mobile devices and tablets, enabling users to manage operations from anywhere. Source: https://www.priority-software.com/erp/professional-services/

How does Priority ERP help with project profitability?

Priority ERP streamlines employee time and expense tracking, manages bills and invoicing, and provides analytics for project profitability, helping firms optimize resource utilization and financial outcomes. Source: https://www.priority-software.com/erp/professional-services/

How does Priority ERP support collaboration among teams?

Priority ERP enhances collaboration by providing project visibility, linking tasks to related projects and activities, and enabling real-time data sharing across teams and departments. Source: https://www.priority-software.com/erp/professional-services/

How does Priority ERP help with compliance and regulatory requirements?

Priority ERP ensures compliance with industry standards and regulations, including FDA, GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2, helping firms maintain data security and regulatory adherence. Source: https://www.priority-software.com/about-priority/

What are the advantages of using Priority ERP in professional services firms?

Advantages include streamlined operations, enhanced efficiency, improved collaboration, centralized management of key business functions, real-time data and analytics, and automation of routine tasks, allowing firms to focus on delivering high-quality services. Source: https://www.priority-software.com/erp/professional-services/

How does Priority ERP help with resource management?

Priority ERP provides visibility into employee availability and utilization, enabling efficient allocation of resources to projects and optimizing workforce productivity. Source: https://www.priority-software.com/erp/professional-services/

How does Priority ERP support time and expense tracking?

Priority ERP enables accurate tracking and billing of billable hours and expenses, simplifying invoicing and ensuring project profitability. Source: https://www.priority-software.com/erp/professional-services/

How does Priority ERP help with client management?

Priority ERP offers a centralized repository for client information, including contact details, proposals, and project history, enabling firms to manage customer interactions, sales activities, and pipeline forecasting. Source: https://www.priority-software.com/erp/professional-services/

When was this page last updated?

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

ERP For Professional Services | Priority Software

Priority supports the entire project lifecycle

Marketing & BizDev

Opportunity & bid management

Proposal & contracting

Resource planning & capacity management

Project planning & execution

Time & expense tracking

Billing

Project close & analytics

Client success

How Priority ERP solves core challenges for professional services firms

Improve utilization with real-time operational visibility

Deliver projects consistently with standardized workflows

Capture time & expenses accurately to protect revenue

Match the right skills to the right projects

Strengthen financial performance with real-time profitability insights

Automate billing & revenue recognition to reduce risk

Support growth with multi-entity operations & client 360° insight

Firms often struggle to understand who's busy, who's under-allocated, and where projects are drifting. Real-time dashboards surface staffing levels, billable efficiency, WIP status, and bottlenecks so managers can rebalance workloads before issues escalate.

Inconsistent delivery impacts margins and client trust. Built-in project templates, workflows, and approvals help teams follow repeatable processes—from scoping through invoicing, improving predictability, quality, and client satisfaction.

Slow, inaccurate, or delayed time entry leads to revenue leakage and billing disputes. Mobile time and expense capture, automated reminders, and built-in approval flows reduce gaps in reporting, shorten billing cycles, and strengthen profitability.

Finding available talent with the right expertise is a constant challenge. Skills-based resource matching and capacity planning make it easier to assign the best people to each engagement, improving delivery quality, utilization, and client outcomes.

Project margins are hard to manage when data lives in spreadsheets or arrives too late. ERP provides live project P&Ls, WIP alerts, cost tracking, and forecasting so leaders can address scope creep, adjust staffing, and protect profitability in the moment, not after month-end.

Manual billing, complex rate cards, and spreadsheet-based revenue recognition slow cash flow and introduce compliance risk. Automated billing rules, milestone billing, and built-in ASC 606 / IFRS 15 revenue recognition ensure accuracy, faster invoicing, and shorter close cycles.

Growing firms face challenges scaling across geographies, rolling up financials, and maintaining consistent client experiences. Multi-entity, multi-currency capabilities combined with unified CRM + project data give firms a complete view of client health, streamline global operations, and support evolving service models like subscriptions and retainers.

Robust ERP features that help make every hour count

Embedded AI with aiERP

Priority's aiERP helps your teams work faster, make better decisions, and automate routine work without disrupting existing processes.
AI is embedded directly into the ERP, giving users answers, insights, and automation exactly where they work, reducing manual effort, accelerating decisions, and turning operational data into real, day-to-day business value.

With aiERP, users can interact with the system using natural language to query data, create business rules, and automate workflows; improve planning with AI-driven demand forecasting; optimize deliveries through intelligent route planning; generate smarter communications with AI-assisted content creation; and gain clearer visibility through AI-powered analytics, helping organizations respond faster, operate more efficiently, and stay in control as they scale.

Financial management

Priority delivers comprehensive financial management capabilities that provide the visibility and control needed to drive profitability across operations. The system streamlines revenue recognition through flexible customer invoicing options while supporting complete accounting functions. Gain critical insights through detailed financial statements with profit center breakdowns, enabling targeted performance improvement where it matters most. With robust budget controls and multi-company financial management, Priority provides consolidated financial intelligence for confident strategic decisions.

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.

CRM

Priority's advanced CRM solution promotes your sales growth and upgrades business efficiency with smart management of leads and business opportunities. With a full real-time view of your sales funnel, you can enjoy accurate forecasting of potential sales and achieve quick, focused results.

Resource management

Enhance and fine-tune resource planning, scheduling, and allocation processes to boost efficiency while adeptly managing external resources like subcontractors and third-party vendors. Conduct thorough analyses comparing planned versus actual metrics across all project facets, including work hours and associated expenses.

Human resources management

A comprehensive range of integrated HR tools to manage and optimize your daily human resources tasks and manage the entire employee lifecycle. 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.

Time & attendance

Incorporate built-in connectivity to the Time and Attendance module for a complete solution to track real-time attendance, sick leave, and vacation reporting. With time clock management and a secure mobile app, employees can easily report hours worked in real time in a database that updates the payroll system.

Synchronization

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.

Self-service apps: Mobile and portal generator

Mobile Applications Generator revolutionizes mobile app creation, allowing non-developers to easily generate their own mobile applications within minutes, without programming expertise. The Portal Generator allows you to easily make a webpage for any business process in Priority, with no code and with no hassle, the perfect way to build your website and allow your user, customer and vendor contacts to easily check their account information, open invoices or sales orders, open service tickets, and more.

Reporting and analytics

Use Priority Analytics to build advanced reports and visualizations using a self-service experience customized to your needs.

Multi-entity global solution

Purpose-built for the borderless nature of software and technology businesses, our multi-entity architecture enables tech companies to scale globally without the traditional operational friction. The platform seamlessly manages complex organizational structures with unified master data across subsidiaries, development centers, and international offices while automatically handling multi-currency transactions, country-specific tax requirements, and compliance regulations. With real-time consolidation that eliminates manual reconciliation between entities, technology executives gain an immediate holistic view of global operations, allowing for strategic resource deployment and faster market expansion—all while maintaining the agility that software-driven businesses demand.

FAQs

What is Priority Professional Services?

Priority Professional Services is a global team of technical experts specializing in the implementation and enhancement of Priority ERP software. They assist in successful deployment, compliance with new regulations, and custom enhancements.

What are the key features of Priority ERP for Professional Services?

Priority includes everything service firms need to manage their full lifecycle—proposal to project closeout. Core features include project and task management, skills-based resource scheduling, mobile time & expense entry, automated billing and revenue recognition (ASC 606 / IFRS 15), project P&Ls and WIP dashboards, CRM integration for client visibility, and multi-entity/multi-currency support for global operations.

Does Priority ERP support mobile access for professional services teams?

Yes. Priority offers full mobile access so consultants, field teams, and project managers can log time and expenses, update tasks, review approvals, and access project information from anywhere. Mobile capture reduces billing delays, improves accuracy, and keeps projects moving even when teams are offsite.

What types of professional services firms can benefit from Priority ERP?

Priority serves a wide range of project-based organizations, including consulting firms, engineering and architecture practices, IT & software services providers, marketing agencies, research firms, and managed services organizations.
Globally, the professional services market is valued at more than $8 trillion, with strong growth driven by digital transformation, subscription-based service models, and multi-entity global expansion—making an integrated ERP essential for scaling operations efficiently.

How does Priority for Professional Services integrate with the tools we already use?

Priority provides open APIs, an SDK, and a marketplace of pre-built connectors to integrate with commonly used tools—CRM systems, productivity apps, HR platforms, financial applications, data warehouses, and more. This ensures smooth data flow across systems, reduces duplicate entry, and preserves existing workflows while centralizing project and financial data in ERP.

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