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Precursive PSA: Project and Resource Management Platform

By Precursive*

The AI-powered Professional Services Automation to scale services delivery

Starting at $40   USD/user/month

Discounts available for nonprofits

Industries
Financial Services
High Tech
Professional Services
Business Need
Collaboration
Project Management
Time & Expense
Requires
Sales Cloud
Experience Cloud

Connect Sales, Professional Services and Customer Success on one platform to accelerate customer onboarding, optimize resource utilization, improve delivery quality & increase recurring revenue. Purpose built for SaaS services teams.

  • PRECURSIVE | Demo of resource management, demand forecasting & utilization reporting

  • Precursive AI | Risk Whisperer For Professional Services teams

  • PRECURSIVE | Revenue Management Demo

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Precursive/Precursive 2.19.0
Listed On
07/16/2013
Latest Release
04/03/2026
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Community Builder
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 76
Custom Tabs: 59
Custom Apps: 2
Lightning Components
Global: 122
App Builder: 12
Community Builder: 2
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.86.2
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/19/2021

Additional Details

Turn services delivery into your growth engine — the AI-powered PSA platform, 100% native to Salesforce. Precursive helps professional services teams and delivery leaders connect demand with delivery, improve execution and grow recurring revenue. Run your services operation on Salesforce — no integration gaps, no silos — from bookings to revenue recognition. Forecast demand and capacity, resource the right people with AI and skills-matching, and deliver standardized work that accelerates time-to-value. Track budget, cost and margin in real time, with AI alerts the moment overrun appears. Give the board visibility on services P&L — turn services from a cost center to a profit center. CAPABILITIES • Services sales • Demand & capacity forecasting • Project & resource management • Utilization tracking • Customer collaboration • Revenue, rev rec & billing • Precursive AI for risk & margin insights PROVEN RESULTS • $1M saving, 85% on-time delivery — Dealertrack • $500K saved, zero staff cuts — Relias • 20% revenue growth — IT Consultancy • EOM reconciliation cut 3 weeks to 3 days 5-star rated Highest User Adoption — G2, 2024-25 Salesforce partner since 2013

Need help?

Precursive*

London, UK

Support, Customer Success and Consultancy Experts are available as included throughout your contract to help you get the best out of Precursive.

Support Phone+44(0)203 318 9685
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