Audience

Companies of all sizes searching for an advanced Customer Onboarding solution

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, 100% native to Salesforce.

Pricing

Starting Price:
$20 per month
Pricing Details:
Billed annually
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Precursive
United Kingdom
www.precursive.com

Videos and Screen Captures

Precursive Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online

Precursive Frequently Asked Questions

Q: What kinds of users and organization types does Precursive work with?
Q: What languages does Precursive support in their product?
Q: What kind of support options does Precursive offer?
Q: What type of training does Precursive provide?
Q: Does Precursive offer a free trial?
Q: How much does Precursive cost?

Precursive Product Features

Project Management

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

Resource Management

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

Work Management

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