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Precursive PSA: Project and Resource Management Platform

The AI-powered Professional Services Automation to scale services delivery

Overview

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.

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See How Precursive PSA: Project and Resource Management Platform Works

  • CONNECT DEMAND WITH DELIVERY Turn services delivery into a growth engine. Forecast demand & capacity, get the right people on the right projects, and react fast when plans shift - with easy scheduling and skills-matching that services teams actually adapt

  • SCALE DELIVERY, NOT HEADCOUNT Deliver standardized, outcome-focused projects that accelerate time-to-value and pull ARR forward. AI flags overrun and margin erosion early, so PS leaders spot risk and act before profitability slips.

  • BOARD-READY SERVICES P&L See services bookings, revenue, cost and margin in real-time dashboards. Forecast revenue and rev rec, keep customers on track with a collaborative workspace, and bill accurately to protect cashflow - all 100% native to Salesforce

  • PRODUCTIZE YOUR SERVICES Package services as products to sell, price and attach faster. Improve attach rates and quote speed so services accelerate deals instead of slowing them down.

  • BRING ZEN TO SERVICES CHAOS WITH AI Precursive AI agents spot delivery risk and margin erosion early, powers smarter project management, and surfaces upsell opportunities across sales, services and CS.

  • PROVEN ADOPTION, FAST TIME-TO-VALUE The PSA services teams actually use: 5-star rated, Highest User Adoption, live in under 60 days. High adoption means the data stays clean and the ROI shows up.

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

Categories

Business Needs
Collaboration
Project Management
Time & Expense
Industries
Financial Services
High Tech
Professional Services
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

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