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PRODUCTS
PLATFORM.
Product Overview
Professional Services Automation
Resource Management
DELIVERY.
Project Implementation
Customer Workspace
SERVICES.
Revenue Management
Services Billing
Overrun Calculator
Plan, deliver and forecast projects inside Salesforce.
Templated plans, dependencies and milestones on one record.
Match people to work by skill, cost and availability.
Give clients a live, shared view of onboarding.
Close the gap between work delivered and revenue billed.
Track hours and ARR from booking to recognition.
Put a number on what scope creep is costing you.
Your all-in-one agentic services automation on Salesforce, to power services-led growth.
See it running. Walk the whole platform yourself, no long form and no sales call.
TRY INTERACTIVE DEMO
PRECURSIVE AI
MEET ZEN.
Precursive AI Overview
Works with any PSA
Data Privacy & Security
AGENTS FOR SELLING SERVICES.
Services Sales Agent
Services Demand Agent
AGENTS FOR DELIVERING SERVICES.
Handover Agent
Services Delivery Agent
Methodology Agent
Bring Zen to the chaos of services delivery; the AI operating layer for your business.
Runs alongside Certinia, Kantata, Rocketlane and others.
Your data stays in Salesforce and never trains models.
Tells AEs which services to attach, and how to pitch them.
Surfaces upsell signals hiding in cases, calls and emails.
Builds a delivery-ready brief before kick-off.
Flags project risk and automates the status admin.
Coaches consultants against your method, in real time.
Precursive MCP. Connect Claude, ChatGPT or Gemini straight to Precursive and work in plain language.
EXPLORE THE MCP
This is Zen
SOLUTIONS
SERVICE LINES
Service Lines Overview
Implementation Services
Consulting Services
Managed Services
THE ECOSYSTEM
Salesforce Native
Integrations
Partner Ecosystem
Our Services Team
PROOF AND FIT
Customer Stories
By Industry
By Persona
One record for sales, services and customer success.
NetSuite, CPQ, Gainsight, Jira, Slack, Tableau and more.
Certified partners who implement and extend Precursive.
The people who get you live and keep you there.
Find the fit for how your team delivers today.
Get customers live faster and protect the first 90 days.
Bill accurately and hold utilization where it should be.
Forecast recurring delivery and renew on evidence.
See how teams cut go-live time and grew margin.
Explore how Precursive works in your sector.
Challenges and changes for PMOs, finance and delivery leads.
$1M a year saved on costs. See how Dealertrack got end-to-end visibility across projects, resourcing and revenue.
READ THE STORY
RESOURCES
READ.
Blog
Playbooks
Research
Case Studies
WATCH AND LISTEN.
Podcast
Webinars
GUIDES AND FRAMEWORKS.
Resource Library
PS Pillars
The Forward Deployed Playbook
Productizing Services Delivery
Trends and practice for services and customer success teams.
Templates and tools for services delivery best practices, supported by industry leaders.
Trends and benchmarks with input from 500 of the world's best services teams.
The numbers behind customer results.
In conversation with professional services and customer success leaders.
Live sessions, plus everything on demand.
Everything you need for services-led growth.
The foundations of a services business that scales.
Beyond the hype: when the model works, and when it doesn't.
Turn repeatable work into defined services offerings.
The Services Delivery Alliance. A network of 1,000+ services leaders from across multiple industries sharing their expertise, challenges, and more.
JOIN THE NETWORK

INDUSTRIES WE SERVE

Different industries.

Same success stories.

From hyper-growth starts ups to the big guys, Precursive supports services teams across multiple industries.

VIEW PERSONAS ➝

VIEW CASE STUDIES

LOVED BY UNICORNS AND ALL MYSTICAL CREATURES

Resource Management

Mobilize teams with specialized skills across all projects, track billable utilization and forecast capacity crunches in real-time.

Services Delivery

Manage all elements of professional services delivery from sales to billing and partner closer with customer success.

Customer Collaboration

Share onboarding plans with your customer so they know what they need to do and when to avoid unnecessary delays.

Project Management

Build repeatable playbooks for customer onboarding with a modern project management platform on Salesforce.

Optimize Services Delivery.

Professional services organizations are evolving as SaaS is evolving.

Learn how best-in-class services teams embed an outcomes-led approach to mazimize ARR.

Precursive helps you mobilize teams, optimize project margins and increase billable utilization.

VIEW CASE STUDIES

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CUSTOMER STORIES

What people say.

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.

Lisa James.jpeg

Lisa James.

VP of Professional Services

MORE FROM OUR CUSTOMERS ➝

SALESFORCE INTEGRATORS

SINGLE SOURCE OF TRUTH FOR
PROJECT MANAGEMENT

Build and maintain a reputation for delivery excellence in the Salesforce ecosystem.

Learn how your peers have scaled their business on the Salesforce platform.

Precursive PSA is 100% native to Salesforce Lightning and trusted by partners of all sizes.

VIEW CASE STUDIES

See why we are the right fit your business.

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PS content by PS leaders.

BLOG

PODCAST

PRODUCT GUIDES

PLAYBOOKS

PRODUCTIZE SERVICES DELIVERY

SERVICES DELIVERY ALLIANCE 🤝

View all resources ➝

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The PSA Platform that delivers.

SALESFORCE NATIVE

PARTNER ECOSYSTEM

CUSTOMER STORIES

INTEGRATIONS

PROFESSIONAL SERVICES

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