Get Started with a plan that suits your team

Precursive Pricing

scale.gif

PRICING PLANSTHAT SCALE  WITH YOU

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

Billed annually

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

40

from

$

/month

RESOURCE MANAGEMENT

60

from

$

/month

Billed annually

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

Billed annually

PROFESSIONAL SERVICES AUTOMATION

80

from

$

/month

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

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

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

 
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
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
-
-
RCO
PSX
-
-
Project Accounting
Budget Tracking
Project Margins
Resource Costs & Rates
Rate Cards (Cost & Bill Rates)
Revenue Forecasting & Recognition
Multicurrency
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
-
-
-
-
-
-
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
-
-
-
-
-
-
-
-
-
-
RCO
PSX
-
-
-
-
-
-
-
-
-
-
Billing & Invoicing
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
-
-
-
-
-
-
-
-
-
-
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
-
RCO
PSX
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
-
RCO
PSX

* = additional cost

* = additional cost

Configure & Automate
Salesforce Lightning Native
Custom Fields
Workflow Rules
Process Builder
Approval Processes
APIs
List Views
Page Layouts & Page Builder
Flow
OBX
RCO
PSX
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
RCO
PSX
Security & Compliance
User Access Profiles / Permission
Record Level Security
Field Level Security
Platform Licenses (OEM)*
Single-Sign-On
ISO 27001 Certified
Salesforce Platform
OBX
RCO
PSX
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
RCO
PSX

* = additional cost

* = 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
RCO
PSX
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
RCO
PSX

* = additional cost

* = additional cost

Maze.png

NEED TO KNOW MORE?

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