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Project Management & PSA Software

PLAN.
TRACK.
FORECAST.

Precursive is the #1 platform for project and services delivery teams, all in Salesforce.

PSA SOFTWARE TRUSTED BY:

Key Features

PRECURSIVE IS THE ALL-IN-ONE PROJECT PLATFORM FOR PROFESSIONAL SERVICES & SERVICES DELIVERY ON SALESFORCE.

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SEE. SUCCESS. FASTER.

Transition from sales to onboarding, reduce delays & improve time-to-value

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PLAN. TRACK. FORECAST.
Mobilize people &
projects to stay ahead of customer demand

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CUSTOMERS. FOR. LIFE.
Improve resourcing, reduce costs and increase profitability for your customers

PRECURSIVE PROJECT MANAGEMENT & IMPLEMENTATION SOFTWARE.

Customer Sucess starts with customer onboarding. Collaborate around onboarding playbooks in Salesforce.
Build project plans for implementation projects that reduce delays and improve time-to-value.

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Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt or Kanban Boards. 

PROJECT MANAGEMENT.

CUSTOMER COLLABORATION.

Share implementation plans with customers to help them understand progress, what they need to do next and reduce delays.

Breakdown a project and assign work to your teams. Get notified when tasks are ready based on dependencies being completed.

WORK MANAGEMENT.

Precursive Project Management for SaaS
Project Management
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"Precursive helped us to organize ourselves better, handle a higher volume, while also keeping track of what is happening. Nothing is forgotten. It has made us more scalable."

SOFI FAHLBERG.
VP of Operations | Signicat

35% FASTER
TIME-TO-VALUE
FOR SIGNICAT
.

Resource Management

PRECURSIVE RESOURCE MANAGEMENT SOFTWARE.

Resource planning and capacity forecasts can be managed easily within Salesforce.
Stay ahead of customer demand by forward planning based on real-time availability and utilization reporting.

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RESOURCE SCHEDULING.

Schedule resources daily, weekly or monthly with an easy-to-use planner. Reallocate work when things change on projects.

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CAPACITY PLANNING.

See who is available and has capacity to deliver. Find the right person with relevant product knowledge, experience or location.

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UTILIZATION TRACKING.

See where your people are over or under utilized and when they will be free. Plan ahead to avoid staff burnout.

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"We've had a lot of amazing operational improvements over the last year. We knew we were spending a lot of time on average or warranty work. We can now track this easily."

BRANDON MARSEE.
SVP - Finance & Operations | Polsource

50% REDUCTION IN NON-BILLABLE HOURS FOR POLSOURCE.

PSA Software

PRECURSIVE PSA SOFTWARE.

Grow your services business with Precursive PSA for Salesforce. Put client experience at the heart of your engagements and deliver outcomes that keep customers happy and improve profitability.

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UTILIZATION REPORTING.

Compare forecast vs. actual utilization for your team. Analyze trends between billable, non-billable and productive work.

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PROJECT ACCOUNTING.

Keep on top of project budgets and costs. Define rates for your team and calculate margins in real-time.

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REVENUE MANAGEMENT.

Forecast and recognize revenues for fixed price and T&M projects. Reduce delays in billing to improve cash collection.

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"Precursive helps us to manage projects globally using simple to use tools on the Salesforce Platform. Our PMO has visibility of all projects and we are seeing improved project timelines, finding efficiencies and reducing our costs in delivering projects."

RICHARD VELLA.
Head of Program Management | SES Networks

$60M MORE REVENUE WITH PRECURSIVE.

TRY PRECURSIVE PLATFORM NOW TO
SEE SUCCESS FASTER.

Book a Demo
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WHAT PEOPLE SAY.

"What’s best about Precursive is its ease of use, especially compared to other tools on the market. The fact that it’s 100% Salesforce native is key."

DAYNA GILES.

Director of Operations | Dealertrack

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PRECURSIVE RESOURCES & RESEARCH.

EXPLORE THE PRECURSIVE PLATFORM.

Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Research

Industry trends and benchmarking

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Toolkits, templates, tips and more 

Events

Stay in the loop of what Precursive is up to

Webinars

Watch anytime, anywhere, on-demand

BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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