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
Float
Float.com is the #1 software for profitable resource management. Designed to give Operations and Finance leaders the insight and foresight they need to achieve profitable delivery at scale, with the right talent in place.
Unlike spreadsheets or clunky PSAs, Float offers a clear, centralized view to schedule teams, plan capacity, estimate work, and track margins in real-time so that you can keep your people and profits on track.
4,500+ of the best professional services teams worldwide already choose Float to:
✔️ Schedule resources: See who’s working on what and when, with a live schedule.
✔️ Plan capacity: View availability, time off, and workloads to prevent burnout.
✔️ Estimate work: Build budgets and track scope changes to deliver profitable projects.
✔️ Scope projects: Align resources, budgets, and timelines from day one.
✔️ Track time: Pre-filled timesheets keep actuals accurate and on time.
✔️ Report: Monitor utilization and margins with live financial insights.
Learn more
Kantata
Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing.
Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to:
• Instantly assemble the ideal team based on skills, availability, and scope
• Easily amplify institutional knowledge by turning past experience into real-time intelligence
• Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment
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
Planview AdaptiveWork
Planview® AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine.
Key Capabilities Ready on Day One
- Artificial Intelligence
- Portfolio Management
- Project Management
- Resource Planning
- Team Collaboration
Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries.
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
Other Useful Business Software
Enterprise-grade ITSM, for every business
Freshservice is an intuitive, AI-powered platform that helps IT, operations, and business teams deliver exceptional service without the usual complexity. Automate repetitive tasks, resolve issues faster, and provide seamless support across the organization. From managing incidents and assets to driving smarter decisions, Freshservice makes it easy to stay efficient and scale with confidence.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online