TRUSTED BY THE WORLD'S BEST SERVICES TEAMS
AUTOMATION + AGENTS
The agentic platform for Services teams looking to maximize ARR, grow revenue and profitability.
PROFESSIONAL SERVICES AUTOMATION
The platform for Services-Led Growth.
Wherever you are in your journey, Precursive helps you scale services delivery and drive recurring revenue.
Faster go-lives
Scale delivery, not headcount
Increase gross margin
RUNS ON
Salesforce
AI AGENTS
Zen agents power
Intelligent Services
AI agents operate across the services lifecycle from sales through delivery - on top of any PSA
Services sales - attach more, faster
Demand discovery - find new services bookings
Services delivery - catch risk, coach methodology
WORKS WITH ANY PSA
Precursive Certinia Kantata Rocketlane
Not sure where to start? Book a demo and we'll help map it to your services operation.
PROVEN OUTCOMES
Services delivery success with Precursive.
COST SAVING
$1M
"Automated project setup and skills/location-based resourcing saved our PMO 500 hours, resulting in 85% on-time delivery."
Dayna Giles.
Director of Delivery Excellence
CSAT
5 STAR
"By focusing on outcome-driven delivery and recurring services, we transformed from a cost center to a profit center - Precursive provided guidance and best practices."
Jessica Germann.
VP Professional Services
SERVICES
Intelligence
"Precursive is solving a lot of our needs on reporting on revenue, utilization and speed to value."
Rocío Inés Bayon.
Product Manager PS
SALES + SERVICES ALIGNED
Services should not be the reason Sales has to slow down.
Run your services business on Salesforce to align Sales and Services and meet the customer where they need you. No integration gaps. No data silos. Track and control how hours and ARR flow through the customer lifecycle - from bookings to being retired as revenue.
Sales Cloud
Automate project creation & forecast demand
NetSuite
Integrated billings and revenue
CPQ
Build delivery schedules from quotes and bundles
Gainsight
Align CS and PS throughout the customer journey
Service Cloud
Trigger services demand from customer cases
Jira • Slack • Tableau
Connect delivery teams, comms and analytics
Precursive replaced our previous PSA package for implementation. We’ve also recently consolidated 15 business units into one Salesforce org, all now using Precursive for implementation.
Ken Gentry.
Operations Development
CUSTOMER STORIES
Take their word for it.
This is the best PSA platform and offers real time analytics that helps me and my team manage at all levels. The automation in the platform has helped us to realize significant cost savings in efficiencies. With Project Management alone, we are talking hundreds of manual hours and efficiencies saved. These positive gains are just going to continue to mount.
Lisa James.
VP of Professional Services
Upcoming Events.
Follow the link for detailsVirtual EventJoin the Service Delivery Alliance for roundtable sessions with industry experts and peers.
BUILDING A COMMUNITY
Meet the Services Delivery Alliance.
A network of professional services of 1000+ leaders who discuss strategy and share best practices on growing professional services teams.
FAQs.
What is Precursive? Precursive is a PSA platform built 100% natively on Salesforce, helping services teams plan, deliver and forecast projects to grow recurring revenue and margin.
How is Precursive different from other PSA tools? Because Precursive runs entirely inside Salesforce, sales and delivery teams share one source of truth, so services can move as fast as sales without switching systems.
Who uses Precursive? Consulting, software and services delivery teams at Salesforce-native businesses use Precursive to manage projects, resourcing and revenue in one platform.
Can Precursive help scale delivery without adding headcount? Yes. Precursive automates resourcing, forecasting and reporting so services teams increase capacity and margin without growing headcount at the same rate.
RESOURCES
Free tools to take your Services delivery to the next level.
PS content by PS leaders.
The PSA Platform that delivers.
