top of page

PRODUCTS
PLAN.
Product Overview
Professional Services Automation
Project Implementation
Resource Management
TRACK.
Customer Workspace
Services Billing
FORECAST.
Revenue Management
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.
Turn delivered work into invoices without rekeying.
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
See Zen in action
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.
Walk through the agents in our interactive demo.
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
WHY PRECURSIVE
THE PLATFORM
Salesforce Native
Integrations
Partner Ecosystem
Our Services Team
FOR SERVICES LINES
Services Lines Overview
Implementation Services
Consulting Services
Managed Services
PROOF AND FIT
Customer Stories
By Industry
By Persona
Once 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 with our platform.
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
Intelligent Services Delivery
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 the 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.
What AI actually changes in the delivery world.
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

INTRO TO PRECURSIVE OBX BOARD TYPES

Prachi Shah

Mar 12, 2020

1 min read

Updated: Apr 27, 2020

| Feature Focus |

With the merger of Taskfeed & Precursive, we are excited to present some amazing new features to make your onboarding process even better! Our Implementation Consultant, Debbie, walks through one of them in this week's feature focus:

https://youtu.be/NGEN8bZFuKY

Missed our webinar for the February Taskfeed Release? Watch it again here.

#CustomerOnboarding #CustomerSuccess