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Updated: Nov 16, 2023

Precursive is a cloud-based project management platform that helps teams and organizations manage their projects and resources. It offers features such as task and milestone tracking, resource scheduling, budgeting, reporting, and collaboration tools. It enables users to create custom workflows and manage projects from anywhere. It also provides real-time analytics and insights, enabling teams to make informed decisions quickly.

Discover Precursive today and join CTO Andy Mahood and VP of Product, Kate Karska to discover the full potential of the new Precursive Platform, an all-in-one customer onboarding, resource management, and PSA tool that's 100% native to Salesforce.


Learn how you can:

- visualize your team's availability, capacity, and utilization

- assign work based on roles, skills, and availability

- identify project costs from both people and expenses

- calculate project margin and forecast revenue


0:00 - Introduction 1:44 - New reality for Professional Services 4:39 - The Era of Services Experience 7:38 - Single Source of Truth 10:11 - Team Capacity the Old Way 12:28 - Onboarding Experience 16:32 - Resource Capacity Optimisation 21:52 - Professional Services Experience 29:26 - The Precursive Way 31:00 - Precursive Platform 31:39 - Summer Release Rolling Out 33:25 - Precursive RCO+PSX Roadmap 34:20 - Precursive OBX Roadmap


Want to know more? Request a demo here, or contact us at


Find out more about the people and company. You can learn more about what makes us tick. 


We are passionate about changing the game for the world’s best services teams. 


Our mission is to help you improve time-to-value and make every customer a success story.

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About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer


Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.


Learn how we take the pain out of complex service delivery activities. 


Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.


A vault of knowledge from in-house & guest writers


Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform


Industry trends and benchmarking


Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Toolkits, templates, tips and more 


Stay in the loop of what Precursive is up to


Watch anytime, anywhere, on-demand


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Manage people, projects and revenues in one place

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Staff projects faster with resource planning

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Improve your implementation experience

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches