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Priority - CRM & Sales

Manage all marketing and sales effort and piplines with a full customer lifecycle management system.

  • The functions within Priority CRM & Sales are:

    • Lead Management
    • Opportunity Management
    • Customer Contacts
    • Marketing Campaigns
    • Sales Opportunities
    • Price Quotations
    • Sales Representatives
    • Sales Targets
    • Sales Orders
    • Special Prices
    • Delivery Scheduling
    • Field Sales

    Lead Management

    Customer management system tools qualify leads, assign by region and qualification to the right sales reps, and keep track of progress using our built-in Business Process Management (BPM) tool.

    Opportunity Management

    Use Priority BPM to track timelines, follow up on all opportunity-related tasks and ensure compliance with your approved opportunity management policies (proposal authorisations, etc.)

    Account Management

    With Priority's client management sftware, you'll get a holistic view of the customer, including customer contacts, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, billing status/aging - all consolidated within a single work area.

    Sales & Order Targets

    Priority helps you create a hierarchy for sales reps using the advanced sales management software.

    Target & Forecast Analysis

    Sort sales pipeline opportunities by region, timeline, sales rep, product line, quantity and more options. Gather data to generate aggregates in any configuration and drill down for further detail.

    Marketing Campaigns

    Create, manage and measure campaigns using segmented marketing data.

    Reporting and Charting Tools

    Create and customise dashboards, report and charts using Priority's built in Wizards and Standard Operating Procedures. A customisable homepage shows you your preferred dashboards and can be customised for each user. Integrated Business Intelligence tools let you analyse performance.
  • Priority Field Sales App

    A comprehensive tool for your field sales reps. This app works on mobile devices and tablets and gives your field sales team access to Priority data on the road. By providing your field sales reps with an integrated sales solution accessible on mobile hardware, you put more control and information in their hands. With access to past orders, quotes and reports your team can speak confidently to a customer about their account and history with the data to back it up. 


    • Price Quotes
    • Orders
    • Tasks
    • Surveys
    • Returns
    • Shipping Documents and Invoices
    • Scheduling and Tracking Visits
    • Target Management
    • Reports

Business Hours

Our support Hotline is
available over 8 hours a day

Monday-Friday: 9am to 5:30pm
Weekend: Closed

Contact Us

Sales and Solutions enquiries

Tel: 08000 195101 / 01442 236311
email: info@profile.co.uk

Support and Technical enquiries

Tel: 0345 066 0099
email: support@profile.co.uk


Interested or Questions?