Precursive vs Smartsheet: Product Comparison
LEAVE THE 'SHEETS IN THE 90's. GET INTELLIGENT SERVICES DELIVERY NOW.
Precursive awarded 'Highest UA'
6 years in a row
Seeking an easy-to-use, Professional Services Automation tool but not sure which best supports your business needs? Look no further. See why the best companies choose Precursive.
SCALING THEIR SERVICES DELIVERY WITH PRECURSIVE.
Industry: Software / SaaS Size: 501-1000 Use Case: Professional Services
Industry: Software / SaaS Size:1001-2000 Use Case: Implementation Services
Industry: Software / SaaS Size: 501-1000 Services Line: Professional Services
HOW DOES PRECURSIVE COMPARE?
While both offer PSA capabilities, Precursive stands out in areas that matter most to Professional Services leaders.
* Gathered from publicly available information through a variety of tech comparison sites and user reports
Smartsheet is great for general work tracking. But when your services team needs:
⏳ Real-time project and resource visibility
🔁 Salesforce-native workflows and forecasting
📈 A scalable PSA built for high-growth onboarding and PS orgs
…Precursive is the smarter choice.
REASONS WHY COMPANIES CHOOSE PRECURSIVE.
SALESFORCE NATIVE
Precursive is Salesforce native which makes every user's life easier.
It allows Salesforce to create a single view of our customers, all within your existing Salesforce organization.
It means your team can continue working from within your org and can take advantage of the integrated reporting and dashboard creation that it brings.
VIEW DATA
IN REAL-TIME
Smartsheet does not show data in real-time, if there is more than one person working within the sheet, users must make sure both parties have manually saved and refreshed data to view updates - this can take some time!
SmartSheet does not have a dedicated resource management tool. Based on user reviews on reputable sites, it is therefore not equipped for companies relying on fast services delivery.
Users are also not able to view more than one sheet at once, unlike Precursive which offers both Precursive Plan and the ability to view all open project boards at once.
DIFFERENCE IN EXPERIENCE BY INDUSTRY.
SMARTSHEET EXPERIENCE
Some users mention reporting suffers from limitations, particularly for custom reports and dashboards, including a single focus on onboarding and not overall PSA needs.
Users also frequently needed to collate information manually outside the platform. For larger programs of work, it can be difficult to see bookings, revenue, and forecasting in a single view, which makes it harder to manage service delivery effectively.
PRECURSIVE EXPERIENCE
As Precursive is Salesforce native, managing booking, revenue and billings all in once place. On top of this, customers can show the impact of Services teams on ARR and Gross retention.
Services leaders can view not only data but the impact of Services on the business. Precursive supports all services lines; Implementation, Consulting and Managed Services
Explore our Services Lines >
YOUR SERVICES TEAM SEE THE IMPACT IMMEDATELY.
PREDICT THE DEMAND
BEFORE IT HITS
Align implementation teams with sales by tracking pipeline, forecasting resource demand, and planning projects before deals close. Stay ahead of resourcing needs by integrating real-time pipeline data from Salesforce.
Why It Matters: No more scrambling when a deal lands - know exactly who you need, when you need them, and how new projects impact workload and revenue.
BOOKINGS TO BILLINGS
IN ONE PLACE
Connect quoting, demand forecasting, and project profitability tracking in Salesforce. Automatically turn won opportunities into scoped projects, forecast resource demand, and track revenue impact in real time.
Why It Matters: No more misquoted projects or capacity shortfalls. See which services are selling, ensure profitable pricing, and predict future resource needs so delivery is always ready when deals close.
TAKE THEIR WORD FOR IT.
What's best about Precursive is its ease of use, especially compared to other tools on the market. The UX is super clean and it's simplicity tying different pieces together, from resource allocation to project milestones, makes it an easy project management tool to use and therefore our adoption of the tool is high. The fact that it's 100% Salesforce native is key.
DAYNA GILES.
Director of Operations | Dealertrack
Disclaimer: We are not affiliated with our competitor in any way. This page is for informational purposes only and is accurate at the time of publishing.
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
