Customer Onboarding & PSA Apps on Salesforce

PRICING PLANS THAT

SCALE WITH YOU

Get Started with a plan that suits your team

STARTER

PRECURSIVEOBX

Get started with better

project collaboration and

improve customer onboarding

Billed annually

Min. 10 users

Single Board Team

from

/month

CUSTOMER ONBOARDING

PRECURSIVEOBX

Collaborate internally and with your customer around repeatable onboarding

and project playbooks

Billed annually

Min. 10 users

Unlimited Teams

from

/month

CUSTOMER ONBOARDING

PRECURSIVERCO

Find the right people for projects,

allocate work quicker and

balance workloads for your team

Billed annually

Min. 10 users

from

/month

RESOURCE MANAGEMENT

PRECURSIVEPSX

PSA

Billed annually

Min. 20 users

from

/month

Make agency, consulting and tech

teams more productive with

successful and profitable projects

PRECURSIVE OBX STARTER

includes:

Work Management

Project Management

Collaboration

Customer & Partner Collaboration*
Templates**

*excludes Customer Community
** limits apply

PRECURSIVE OBX

includes:

Work Management

Project Management

Collaboration

Customer & Partner Collaboration
Advanced Templates & Automation

PRECURSIVE RCO

includes:

Work Management

Project Management

Collaboration

Customer & Partner Collaboration

Templates & Automation

Capacity Planning

Resource Management
Holiday & Time-Off

Utilization Tracking

PRECURSIVE PSX

includes:

Work Management

Project Management

Collaboration

Customer & Partner Collaboration

Templates & Automation

Capacity Planning

Resource Management
Holiday & Time-Off

Utilization Tracking

Timesheets & Approvals
Expenses & Approvals

Project Accounting

Billing & Invoicing

All products can be purchased as standalone products or as part of a bundle.

Contact our team for bundle pricing information or any queries

Compare products by feature >

WHY PRECURSIVE?

SUPPORT

Email Support

Knowledge Base

Instant Chat

CUSTOMER SUCCESS

Assigned Customer Success Manager

Monthly Office Hours

Product Training Webinars

IMPLEMENTATION

Precursive Expert Services

Salesforce Certified

Guidance & Training

TRUST

Salesforce Lightning Native

ISO 27001 Certified

Trusted by Start-ups & Enterprises alike

BOOK A DEMO >

See feature comparison below

Work Management
Tasks
Boards
Checklists
Subtasks
Multiple Task Contributors
Contact Task Contributors
Task Dependancies
Repeat Tasks
Time Tracking
My Task View
Custom Task & Board View

OBX Starter	OBX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

FEATURE COMPARISON

Work Management	Feature Benefits
Tasks	Break down a project or process & assign work to your teams
Boards	Boards are team workspaces with team members, tasks, & Chatter
Checklists	Track to-dos against your tasks
Subtasks	Break down large tasks into subtasks
Multiple Task Contributors	Assign multiple people to tasks
Contact Task Contributors	Assign multiple customers or partners to tasks
Task Dependancies	Link tasks with dependencies for auto scheduling
Repeat Tasks	Set tasks to repeat daily, weekly, monthly etc.
Time Tracking	Log time against tasks
My Task View	View all your tasks across all Boards
Custom Task & Board View	Organize your work, your team's work and your portfolio of projects

OBX Starter	OBX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

Project Management
Board View (Kanban)
Plan View (Gantt)
Table View
Board Hierarchy
Board Stages
Baseline
Projects & Phases
Project Milestones

OBX Starter	OBX
✔	✔
✔	✔
✔	✔
-	✔
-	✔
-	✔
-	-
-	-

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

Project Management	Feature Benefits
Board View (Kanban)	Interactive Kanban Board with drag and drop task update
Plan View (Gantt)	Advanced Gantt Chart for planning and scheduling complex projects
Table View	All the tasks shown in an interactive table
Board Hierarchy	Break down large projects into a hierarchy
Board Stages	Track overall project progress and time spent in each stage
Baseline	Snapshot your project timeline to benchmark progress against the original plan
Projects & Phases	Build out Projects and Phases for resource assignment
Project Milestones	Define Project Milestones for percentage completion & billing

OBX Starter	OBX
✔	✔
✔	✔
✔	✔
-	✔
-	✔
-	✔
-	-
-	-

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

✔

Collaboration
Integrated with Chatter
File Sharing
Notifications

OBX Starter	OBX
✔	✔
✔	✔
✔	✔

RCO	PSX
✔	✔
✔	✔
✔	✔

OBX Starter	OBX
✔	✔
✔	✔
✔	✔

RCO	PSX
✔	✔
✔	✔
✔	✔

Collaboration	Feature Benefits
Integrated with Chatter	Comment & tag colleagues w/ Chatter feeds embedded in Tasks, Boards, & Projects
File Sharing	Share files with colleagues or post files to customers with Communities
Notifications	Get notified for tasks, holiday requests and approvals

Customer & Partner Collaboration
Customer & Partner External Sharing
Customer & Partner Collaboration

OBX Starter	OBX
✔	✔
-	✔

RCO	PSX
✔	✔
✔	✔

Customer & Partner Collaboration	Feature Benefits
Customer & Partner External Sharing	Share Boards with Customers and Partners - no username or password is necessary!
Customer & Partner Collaboration	Collaborate with your customers or partners collaborate

OBX Starter	OBX
✔	✔
-	✔

RCO	PSX
✔	✔
✔	✔

Templates & Automation
Board Types
Board Templates
Advanced Task Templates
Advanced Template Import Automation
Opportunity Product Templates
Role Assignment
Account / Opportunity Role Assignment
Customer Role Assignment

OBX Starter	OBX
1	✔
1	✔
-	✔
-	✔
-	✔
✔	✔
-	✔
-	✔

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

OBX Starter	OBX
1	✔
1	✔
-	✔
-	✔
-	✔
✔	✔
-	✔
-	✔

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

Templates & Automation	Feature Benefits
Board Types	Create Board Types to separate different processes
Board Templates	Create repeatable processes & projects with Board Templates
Advanced Task Templates	Task Templates lets you discreetly import a set of Tasks over-and-over again
Advanced Template Import Automation	Automate template import based on any event in Salesforce or Precursive
Opportunity Product Templates	Import task templates based on your opportunity products
Role Assignment	Assign specific tasks or boards to team members with certain roles
Account / Opportunity Role Assignment	Synchronize account and oppourtunity teams with your board teams
Customer Role Assignment	Automate role based Task assignment based on any event in Salesforce or Precursive

1 = limited

Resource Management
Resource & Capacity Timeline
Time Off Visibility
Resource Scheduling
Resource Request & Assignment
Capacity Management
Availability Forecasting
Role Based Resourcing
Skills Based Resourcing
Flexible Working Days/Hours

OBX Starter	OBX
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

OBX Starter	OBX
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

Resource Management	Feature Benefits
Resource & Capacity Timeline	Dynamic view of your team's forecast and actual availability and capacity
Time Off Visibility	Company & national holidays can be defined per region and assigned to individuals
Resource Scheduling	Book resources on to projects & other engagements using Precursive Plan
Resource Request & Assignment	A queue for unassigned requests that can be assigned to the right people
Capacity Management	Precursive Plan provides an overview for teams capacity forecast
Availability Forecasting	Assign requests based on capacity % and available hours
Role Based Resourcing	Find the right people for the project by searching by roles
Skills Based Resourcing	Find the right people for the project by searching by skills tags
Flexible Working Days/Hours	Configure individuals resources to have their own working schedule

Holiday & Time Off
Holiday / PTO Tracking
Holiday Requests & Holiday Allowance

OBX Starter	OBX
-	-
-	-

RCO	PSX
✔	✔
✔	✔

Holiday & Time Off	Feature Benefits
Holiday / PTO Tracking	Individuals can track their holiday and request approval for time off
Holiday Requests & Holiday Allowance	Individuals can manage their own holiday allowance

OBX Starter	OBX
-	-
-	-

RCO	PSX
✔	✔
✔	✔

Timesheets & Approval
Timesheets
Timesheet Approval
Timesheet on Mobile App

OBX Starter	OBX
-	-
-	-
-	-

RCO	PSX
-	✔
-	✔
-	✔

Timesheets & Approval	Feature Benefits
Timesheets	Track time spent on projects, phases, activities with comments
Timesheet Approval	Define your process for timesheet approval with line or project managers
Timesheet on Mobile App	Log your time and expenses on the go on any device (iPhone, Android)

OBX Starter	OBX
-	-
-	-
-	-

RCO	PSX
-	✔
-	✔
-	✔

Expenses & Approval
Expense Management
Expense on Mobile App

OBX Starter	OBX
-	-
-	-

RCO	PSX
-	✔
-	✔

Expenses & Approval	Feature Benefits
Expense Management	Track expenses against the project or other non-project expenses
Expense on Mobile App	Submit expenses form the Time & Expense on Mobile App (iPhone, Android)

OBX Starter	OBX
-	-
-	-

RCO	PSX
-	✔
-	✔

Project Accounting
Budget Tracking
Project Margins
Resource Costs & Rates
Rate Cards (Cost & Bill Rates)
Revenue Forecasting & Recognition
Multicurrency

OBX Starter	OBX
-	-
-	-
-	-
-	-
-	-
-	-

RCO	PSX
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔

Project Accounting	Feature Benefits
Budget Tracking	Keep on top of your projects budget by tracking actual cost and plan to complete
Project Margins	Know when projects are profitable by seeing real-time margins
Resource Costs & Rates	Define costs and rates for your team to calculate accurate cost and margin
Rate Cards (Cost & Bill Rates)	Define rate cards for customers, regions or other reasons defining the cost of roles
Revenue Forecasting & Recognition	Forecast project cost & revenue using forecast bookings against the project
Multicurrency	Assign multiple currencies for resources, projects and expenses

OBX Starter	OBX
-	-
-	-
-	-
-	-
-	-
-	-

RCO	PSX
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔

Billing & Invoicing
Project Invoicing
Create Project Invoices
Invoice Approvals
Generate Invoice PDF***
Account Codes & Tax Rates
Salesforce Billing Integration
Xero Integration**
Quickbooks Online Integration**
Netsuite Integration**
Account System Integration APIs

OBX Starter	OBX
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-

RCO	PSX
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔

Billing & Invoicing [Coming Soon]	Feature Benefits
Project Invoicing	Track your projects from lead to cash all in Salesforce
Create Project Invoices	Build Invoices from Timesheets and Expenses
Invoice Approvals	Define your process for invoice approvals to project managers and finance
Generate Invoice PDF***	Generate invoices to send to your customers
Account Codes & Tax Rates	Assign account codes and tax rates to rate cards and expenses
Salesforce Billing Integration	Automatically send to Salesforce Billing
Xero Integration**	Send invoices to Xero & see up-to-date payment status from Precursive
Quickbooks Online Integration**	Send invoices to QBO & see up-to-date payment status from Precursive
Netsuite Integration**	Send invoices to Netsuite & see up-to-date payment status from Precursive
Account System Integration APIs	Precursive Billing provides APIs to integrate your Accounting System

OBX Starter	OBX
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-

RCO	PSX
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔
-	✔

* = additional cost

** = available with Breadwinner

*** = available with Conga

* = additional cost

** = available with Breadwinner

*** = available with Conga

Reports & Analytics
20+ Standard Reports
60+ Standard Reports
Custom reports related to Salesforce CRM
Scheduled Reports to Email
Dashboards
Historical Trend Reports
Einstein Analytics*

OBX Starter	OBX
✔	✔
-	-
✔	✔
✔	✔
✔	✔
✔	✔
-	✔

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
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Reports & Analytics	Feature Benefits
20+ Standard Reports	Start with over 20 out of the box reports around tasks & boards
60+ Standard Reports	Start with over 60 standard reports around resource & capacity management
Custom reports related to Salesforce CRM	Build out insights using the Salesforce reporting engine and dashboards
Scheduled Reports to Email	Subscribe to reports that are important for staying on top of key decisions
Dashboards	Curate data from reports using charts, tables, and metrics
Historical Trend Reports	Trends reporting allows you to track performance over time across KPIs
Einstein Analytics*	Share insight across your business to make better decisions, faster

OBX Starter	OBX
✔	✔
-	-
✔	✔
✔	✔
✔	✔
✔	✔
-	✔

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

* = additional cost

Configure & Automate
Salesforce Lightning Native
Custom Fields
Workflow Rules
Process Builder
Approval Processes
APIs
List Views
Page Layouts & Page Builder
Flow

OBX Starter	OBX
✔	✔
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RCO	PSX
✔	✔
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Configure & Automate	Feature Benefits
Salesforce Lightning Native	All Precursive products are Salesforce Lightning Native for smooth setup
Custom Fields	Add custom fields to tailor our products to your business
Workflow Rules	Automate standard processes by creating a workflow rules
Process Builder	Automate tasks, emails and workflows based on any action
Approval Processes	Specify steps for approvals to stay on top of your governance
APIs	Powerful web services API (REST & SOAP) for integrating with Precursive
List Views	Lists help your analyze, organize and prioritize your work
Page Layouts & Page Builder	Customize page layouts and add components to improve productivity
Flow	Advanced Visual Process Automation to automate complex business processes

OBX Starter	OBX
✔	✔
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RCO	PSX
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Security & Compliance
User Access Profiles / Permission
Record Level Security
Field Level Security
Platform Licenses (OEM)*
Single-Sign-On
ISO 27001 Certified
Salesforce Platform

OBX Starter	OBX
✔	✔
✔	✔
✔	✔
-	✔
✔	✔
✔	✔
✔	✔

RCO	PSX
✔	✔
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Security & Compliance	Feature Benefits
User Access Profiles / Permission	Tailor access to Precursive with permissions per user or profile
Record Level Security	Define rules for sharing records with others in your team
Field Level Security	Field-level security settings let you restrict users’ access to view & edit specific fields
Platform Licenses (OEM)*	OEM licenses allow team members to access Salesforce and Precursive
Single-Sign-On	Single sign-on (SSO) lets users access Salesforce & Precursive with one login
ISO 27001 Certified	Information security management system certified to ISO 27001:2013
Salesforce Platform	Native to Salesforce Lightning with all data secure and kept on Salesforce

OBX Starter	OBX
✔	✔
✔	✔
✔	✔
-	✔
✔	✔
✔	✔
✔	✔

RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔

* = additional cost

Customer Success
Community Support [Coming Soon]
Knowledge Base
Training Webinars
Email Support
Phone Support*
Assigned Customer Success Manager
Implementation Assistance, Onboarding, Training
Implementation Services*

OBX Starter	OBX
✔	✔
✔	✔
✔	✔
✔	✔
-	✔
-	✔
-	✔
✔	✔

RCO	PSX
✔	✔
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✔	✔
✔	✔
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Customer Success	Feature Benefits
Community Support [Coming Soon]	Community for managing your account, support, ideas and community Q&A
Knowledge Base	Learn how to use all aspects of Precursive from the online knowledge base
Training Webinars	Regular training & customer success webinars
Email Support	Email support is available to all customers
Phone Support*	Phone support is available to Premier Support customers
Assigned Customer Success Manager	Your Customer Success manager will work with you to see success faster
Implementation Assistance, Onboarding, Training	Work with our CSMs and Services teams to see success faster
Implementation Services*	Additional Services are available to support you do more with Precursive

OBX Starter	OBX
✔	✔
✔	✔
✔	✔
✔	✔
-	✔
-	✔
-	✔
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RCO	PSX
✔	✔
✔	✔
✔	✔
✔	✔
✔	✔
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* = additional cost

NEED TO KNOW MORE?

Whether it products, pricing, our services or anything else? Speak with an expert to identify the right solution for you.

BOOK CONSULTATION

OBX Starter	OBX
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RCO	PSX
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OBX Starter	OBX
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RCO	PSX
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OBX Starter	OBX
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RCO	PSX
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OBX Starter	OBX
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RCO	PSX
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OBX Starter	OBX
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RCO	PSX
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OBX Starter	OBX
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RCO	PSX
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