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.
Other Popular Alternatives & Related Software
Ganttic
Ganttic is a flexible drag and drop scheduler for resource planning. Its resource-centric Gantt charts provide a comprehensive overview of your equipment, personnel, facilities, and vehicles. Helping you see who or what, is doing what and when.
Leverage your projects' resources to achieve more. And in addition to simple scheduling, dive into more comprehensive resource management and project portfolio management. Optimize resource utilization, build comprehensive reports, and create project or resource-breakdown structures which streamline the planning process. Unlimited Custom Views help segment large resource pools and data fields allow you to incorporate data that matters.
A real-time planner that can be used for daily tasks, weekly planning meetings, or long-term scheduling. Suitable for any industry and management style, Ganttic is often seen as a more flexible and affordable "lite ERP" solution.
Take advantage of a free 14 day trial with complimentary onboarding.
Learn more
Kantata
Kantata PSA, formed by a merger between Mavenlink and Kimble Apps, is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, Kantata enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably.
Kantata is purpose-built to help consultancies and professional services organizations with 50 to 5000+ employees.
Learn more
Project Insight
Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data.
Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results.
Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization.
Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.
Learn more
Runn
Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities.
Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans.
Track project budgets, view forecasts, and get relevant metrics with in-depth reports, charts and dashboards. Use Runn’s time tracker and timesheets to monitor project progress.
Direct integrations with Harvest, WorkflowMax, and Clockify. Use the API to connect your favorite tools with Runn.
Learn more
Pricing
Starting Price:
$20 per month
Pricing Details:
Billed annually
Free Trial:
Free Trial available.
Integrations
Company Information
Precursive
United Kingdom
www.precursive.com
Videos and Screen Captures
Other Useful Business Software
Auth0 for AI Agents now in GA
Connect your AI agents to apps and data more securely, give users control over the actions AI agents can perform and the data they can access, and enable human confirmation for critical agent actions.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online
