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PRODUCTS
PLATFORM.
Product Overview
Professional Services Automation
Resource Management
DELIVERY.
Project Implementation
Customer Workspace
SERVICES.
Revenue Management
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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.
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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.
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This is Zen
SOLUTIONS
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THE ECOSYSTEM
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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.
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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

CUSTOMER SUCCESS STORY: EUROPANEL

Aug 4, 2021

1 min read

REAL-TIME INSIGHT FOR A MARKET RESEARCH CONSULTANCY.

Precursive has helped to gain a deeper understanding of our business. We have learnt about the factors that impact our profitability and have implemented processes to reduce the instances in which these occur.

Robert Wade. | Strategic Insights Director, Europanel

Multiple Excel documents were used to cover proposal tracking, scheduling, timesheets and costs at Europanel. Precursive provided a tailored solution for Europanel featuring resource management and project performance tracking.

READ THEIR STORY