PSA SOFTWARE
More revenue.
More margin.
Choose two.
The Agentic Services Automation built inside Salesforce. So your projects, resources, and revenue run from the same platform as your pipeline. No integration. No data drift. No admin.
PSA SOFTWARE FOR SALESFORCE USED BY
What is PSA software?
Professional Services Automation software gives your team a single platform to manage projects, resources, time, and billing - replacing the spreadsheets and disconnected tools that slow delivery down. Precursive is the only PSA built natively inside Salesforce, so there's nothing to integrate and no data to reconcile.
ONE PLATFORM FOR THE ENTIRE CUSTOMER LIFECYCLE
Professional services delivery with Precursive PSA.
SERVICES
SALES
Scope services accurately on every deal and hand over from Opportunity to delivery without losing context.
SERVICES
EXECUTION
Project & Resource Management. Run implementations with full visibility and put the right people on the right work.
SERVICES
P&L
Revenue, Margin, Billings. Connect delivery to revenue, track services margin and make billing accurate.
FROM OPPORTUNITY TO KICK-OFF
Sell services with confidence. Hand over without friction.
Services delivery starts at the deal. Precursive connects your Salesforce CRM, Opportunities and CPQ quotes to delivery, so what was sold is exactly what gets scoped, staffed and delivered.
Help Sales attach the right services to every deal. Recommend packages, effort and pricing based on past projects, so services are scoped accurately before the contract is signed.
When an Opportunity closes, the agent packages deal context, customer goals and commitments into the project, so delivery teams start informed and customers never repeat themselves.
Native to Salesforce. Create projects automatically from Opportunities and CPQ quote lines, carrying products, budgets and rate cards straight into delivery.
SERVICES SALES AGENT.
HANDOVER AGENT.
SALESFORCE CRM & CPQ INTEGRATION.
MOBILIZE YOUR TEAM
PSA tool for scaling resource management.
95% of companies state that capacity is a key strategic priority for growth. Our Salesforce PSA helps Resource Managers assign, review and report on the plans and actual usage of resources. Use Precursive to balance workloads and improve utilization.
RESOURCE PLANNING
Optimize billable utilization with an easy-to-use planner. Schedule resources based on skills, knowledge and availability with Magic Assign.
DEMAND FORECASTING
Manage supply and demand of resources with a real-time view of capacity, utilization and hiring needs.
WORKFORCE MANAGEMENT
Organize all your staff and resource profiles including holidays, rate cards, promotions, skills matrix, and work history.
GET BETTER VISIBILITY AND CONTROL
Deliver customer outcomes faster with agentic services automation.
Make projects about outcomes and customer success with Precursive. Every implementation is a promise. Precursive gives Project Managers real-time visibility of progress, risk, and margin. Your team delivers on it, every time.
SERVICES DELIVERY AGENT.
Give every Project Manager an agent that monitors progress, flags risks and slippage early, and drafts status updates, so PMs spend their time on customers rather than admin.
PROJECT TEMPLATES & GOVERNANCE.
Embed best practices with repeatable onboarding playbooks, and run complex implementations with dependencies, milestones, tasks and risks focused on achieving outcomes.
PROJECT ACCOUNTING.
Monitor project financials in real-time on budgets, costs, margins and revenues. Be a step ahead on your T&M burn down rates.
ENSURE ACCURATE CLIENT BILLING
PSA tool for timesheets and expenses.
Using our intuitive mobile app, service teams can manage their time and expenses on the go, from any device. Our Salesforce PSA gives our customers the ability to easily track time and expenses against each project.
HOLIDAY MANAGEMENT
Individuals can easily manage and track their own holiday allowance, with the ability to request approval from any device.
TIMESHEET TRACKING
Track the time spent on projects, activities and phases and add comments for clarity across the entire project lifecycle.
EXPENSE MANAGEMENT
With streamlined expense management, you can easily keep on top of expenses by tracking them against project or other non-project expenses.
Precursive improved our operational efficiency as it provides end-to-end project visibility, giving our teams real-time access to progress, resource allocation, and allows us to make data-driven decisions that keeps our customer projects and utilization on track.
ORBUS HAS IMPROVED THEIR SERVICES DELIVERY WITH PRECURSIVE.
Jessica Germann.
Head of Professional Services
ONE BRANDED EXPERIENCE
Turn services delivery into a customer experience.
Built on Salesforce Experience Cloud, Customer Workspace brings Professional Services, Customer Success, Managed Services, and Support together in one branded experience. One portal at every stage, so customers never start over when a project becomes a managed service or hands to support.
CUSTOMER READINESS & ACCOUNTABILITY.
Guide customers through onboarding before delivery starts, then let them track and act on their own tasks. Real-time plans and milestones replace weekly status reports.
SERVICES DEMAND AGENT.
Source new services revenue from every engagement. The agent spots demand from customer activity in the workspace and turns it into qualified services opportunities in Salesforce.
SECURE ACCESS ON SALESFORCE.
Customer data never leaves your Salesforce org, and Salesforce sharing governs visibility down to the record and the field. Build it in Experience Builder to match your brand.
GET CONTROL OF DELIVERY
PSA reporting for revenue management.
SPI Research shows that companies with PSA generate 36% more PS revenue. Your finance team already lives in Salesforce. Precursive gives them real-time services revenue, margin and recognition - no data exports, no spreadsheet reconciliation, no lag between delivery and billing.
SERVICES REVENUE.
Manage revenue backlogs with revenue forecasting and recognition in Salesforce.
Track forecast vs. actual margin on projects and across services offerings including revenue forecasting/recognition.
SERVICES PROFIT.
Increase profitability of professional services with real-time data on budgets, PS profit and client billings.
Precursive equals no BS, just results. Our previous PSA was expensive, clunky and didn’t help us manage the business. We now have the tool and a true partner in Precursive and their team who are first class operators and great to work with.
INSTABASE NOW OPERATES WITH GREATER CLARITY AND EFFICIENCY ACROSS SERVICES DELIVERY.
Piyush Agrawal.
Global Head of PS and Partnerships
EASE OF ADMIN
Own the PSA in services operations.
This isn't an old ERP that needs a project to add a new service product or improve a delivery template. Services Ops teams configure and run Precursive themselves, with no Salesforce admin needed, while staying on the same platform as the rest of the business.
PRECURSIVE HQ.
Manage common settings in one place, from rate cards and roles to timesheet rules and approvals, without touching Salesforce setup.
TEMPLATE BUILDER.
Build and update project templates and delivery playbooks yourself, so every new project starts from your best practice.
NO SALESFORCE ADMIN NEEDED.
Give Services Ops control of their own tooling. Amend your processes, add new services products, and improve the methodology as the business changes, without waiting in the Salesforce admin queue.
CUSTOMER STORIES
What people say.
This is the best PSA platform and offers real time analytics that helps me and my team manage at all levels. The automation in the platform has helped us to realize significant cost savings in efficiencies.
Lisa James.
VP of Professional Services
RESOURCES FOR PROFESSIONAL SERVICES
Free tools to grow your services revenue.
PS content by PS leaders.
The PSA Platform that delivers.
