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About

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, 100% native to Salesforce.

About

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes searching for an advanced Customer Onboarding solution

Audience

Our mission is to make teams that deliver client work efficient, organized, profitable and happy.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version
Free Trial

Pricing

$5.99 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 4.6 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Precursive
United Kingdom
www.precursive.com

Company Information

Teamwork.com
Founded: 2007
Ireland
www.teamwork.com

Alternatives

Mission Control

Mission Control

Aprika Business Solutions

Alternatives

Proteus

Proteus

Xergy

Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Work Management Features

Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Gantt Chart Features

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Kanban Features

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Marketing Planning Features

Budgeting & Forecasting
Collaboration
Flowchart
Goal Setting / Tracking
Marketing Calendar
Media Planning
Predictive Analytics
Presentation Tools
Project Tracking
Spend Management

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Salesforce
APIANT
Asana
Blotout
Box
Bugsnag
Cyfe
Formstack
HubSpot CRM
HubSpot Customer Platform
Instabug
Jira Work Management
Meltano
PSOhub
Pipedream
Rambox
Sentry
Trainual
Vanta
Zendesk

Integrations

Salesforce
APIANT
Asana
Blotout
Box
Bugsnag
Cyfe
Formstack
HubSpot CRM
HubSpot Customer Platform
Instabug
Jira Work Management
Meltano
PSOhub
Pipedream
Rambox
Sentry
Trainual
Vanta
Zendesk
Claim Precursive and update features and information
Claim Precursive and update features and information
Claim Teamwork.com and update features and information
Claim Teamwork.com and update features and information