top of page

Get Started with a plan that suits your team

Precursive Pricing

scale.gif

PRICING PLANSTHAT SCALE  WITH YOU

Non-stacked Logo.png

PLATFORM

$ 40

user/month​

Min. 20 users

from

ANNUAL PLAN

from

​

STARTER

PRECURSIVEOBX

Get started with better

project collaboration and

improve customer onboarding

Billed annually

Min. 10 users

Single Board Team

20

from

$

/month

CUSTOMER ONBOARDING

CUSTOMER
ONBOARDING

Improve the velocity and quality of implementations. Precursive suits services teams who want scalable and repeatable services delivery.

REQUEST PRICING

RESOURCE
MANAGEMENT

Mobilize teams, increase visibility and capacity with Precursive. Plan, track and forecast utilization to maximize services productivity.

REQUEST PRICING

PROFESSIONAL SERVICES AUTOMATION

Deliver predictable services with Precursive PSA. Boost operational performance with profitable projects and faster time-to-value.

REQUEST PRICING

​

STARTER

PRECURSIVEOBX

Get started with better

project collaboration and

improve customer onboarding

Billed annually

Min. 10 users

Single Board Team

20

from

$

/month

CUSTOMER ONBOARDING

PRECURSIVE OBX STARTER 

includes:

Work Management

Project Management

Collaboration

Customer & Partner Collaboration*
Templates**

​

*excludes Customer Community
** limits apply
 

PRECURSIVE CUSTOMER ONBOARDING 

includes:

Work Management

Project Management

Collaboration

Customer & Partner Collaboration
Advanced Templates & Automation

​

PRECURSIVE RESOURCE MANAGEMENT 

includes:

Work Management

Project Management

Collaboration

Customer & Partner Collaboration

Templates & Automation

Capacity Planning

Resource Management
Holiday & Time-Off

Utilization Tracking

PRECURSIVE PROFESSIONAL SERVICES AUTOMATION 

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

PricingPage.png

WHY PRECURSIVE?

SUPPORT

Email Support

Knowledge Base

Instant Chat

Assigned Customer Success Manager

Monthly Office Hours

Product Training Webinars

CUSTOMER SUCCESS

Precursive Expert Services

Salesforce Certified

Guidance & Training

​

IMPLEMENTATION

Salesforce Lightning Native

ISO 27001 Certified

Trusted by Start-ups & Enterprises alike

​

SECURITY

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

FEATURE COMPARISON

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
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
RCO
PSX
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
Project Management
Board View (Kanban)
Plan View (Gantt)
Table View
Board Hierarchy
Board Stages
Baseline
Projects & Phases
Project Milestones
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
✔
✔
✔
✔
✔
✔
-
-
RCO
PSX
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
Collaboration
Integrated with Chatter
File Sharing
Notifications
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
OBX
✔
✔
✔
RCO
PSX
✔
✔
✔
✔
✔
✔
Customer & Partner Collaboration
Customer & Partner External Sharing
Customer & Partner Collaboration
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
✔
✔
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
✔
✔
✔
✔
✔
✔
✔
✔
RCO
PSX
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
OBX
✔
✔
✔
✔
✔
✔
✔
✔
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

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
-
-
-
-
-
-
-
-
-
RCO
PSX
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
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
-
-
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
-
-
RCO
PSX
✔
✔
✔
✔
Timesheets & Approval
Timesheets
Timesheet Approval
Timesheet on Mobile App
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
-
-
-
RCO
PSX
-
✔
-
✔
-
✔
Expenses & Approval
Expense Management
Expense on Mobile App