Precursive
Deployment
Best for
Overview
About Precursive
Improve services delivery to maximize revenue by aligning sales, services, and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources, and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance.
At a glance
Software information
Industries served, licensing and the support Precursive provides.
Industries
- Construction
- Education-management
- Government-administration
- Hospital-health-care
- Human-resources
- Marketing-advertising
Licensing
- Proprietary
- Monthly Payment
- Annual Subscription
- Free trial
Support
- Phone
- 24x7 Support
Training
- Help Guides
- Video Guides
- Blogs
Knowledge Base
- Help Guides
- Video
- Blogs
Capabilities
Precursive features
The full feature set, grouped by module.
Workflow Management Software
- Access Controls
- Compliance Tracking
- Custom Dashboard
- Graphical Workflow Editor
- Task Management
- Workflow Configuration
Project Management Software
- Alerts/Notifications
- Collaboration
- Dashboard
- Expense Tracking
- Project Tracking
- Project Planning
- Reporting and Forecasting
- Resource Management
- Task Management
- Timesheets
- Workflow Management
Reporting Software
- Automated Reports
- Customizable Dashboard
- Financial Reports
- Marketing Reports
- Report Export
- Sales Reports
- Visual Analysis
Collaboration Software
- Agile & Scrum
- Brainstorming
- Content Collaboration
- Project Management
- Task Management
- Version Control
- Workflow Management
Plans
Precursive pricing
Media
Screenshots & video
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