Precursive
Customer Onboarding, Project Management & PSA.
Overview
Precursive is a suite of tools designed for professional services teams, built on the Salesforce platform. It includes solutions for customer onboarding, project management, and resource management. Precursive helps businesses to streamline their post-sales processes, improve resource utilization, and gain visibility into project performance and profitability, all within their Salesforce environment.
✨ Key Features
- Resource Management and Capacity Planning
- Project Management
- Customer Onboarding Workflows
- Time and Expense Tracking
- Billing and Revenue Recognition
- Reporting and Dashboards (Salesforce native)
- Task Management (Kanban boards, Gantt charts)
- Skills and Certification Tracking
🎯 Key Differentiators
- 100% native to the Salesforce platform
- Strong focus on customer onboarding and implementation
- Agile resource management capabilities
Unique Value: Precursive provides a seamless experience for managing customer onboarding, projects, and resources directly within Salesforce, connecting your sales and services teams.
🎯 Use Cases (4)
✅ Best For
- Improving the handover from sales to services.
- Increasing resource utilization and billable hours.
- Providing a single source of truth for project and customer data within Salesforce.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that do not use Salesforce
- Simple project management needs outside of a services context
🏆 Alternatives
As a Salesforce-native application, Precursive offers deeper integration and a more unified user experience for Salesforce customers compared to external PSA tools. It has a stronger focus on customer onboarding than many traditional PSA solutions.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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