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Precursive PSA: Project and Resource Management Platform

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

Rating

Reputation

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4.75
Lifetime average
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A brilliant tool to manage resourcing and more

I really enjoy using Precursive on a day-to-day basis. The tool has enhanced our productivity which has helped us to manage our resources, driving further customer success. I would greatly recommend!

A great tool with a great support team

This is a great tool for managing people and projects. It has many levels of detail so you can start with basic scheduling and expand in project management and financials in stages. Would highly recommend. The support team is first class and have lots of relevant experience to help implement best practice.

Easy to use

We have used Precursive for several years. It is one of the easiest platforms for our users to learn. We have had a great experience with the support team, especially from our Customer Success Manager.

A Seamless Precursive Implementation at Mint Consulting

Implementing Precursive at Mint Consulting was a breeze – from setup to daily use, it just works! The app delivers a robust toolset without any coding headaches. We configured everything we needed using native Salesforce features. Precursive is the go-to for anyone aiming to boost their PS game on Salesforce. Highly recommended!

Great tool for managing professional service

We have recently implemented Precursive at Mint Consulting as our primary tool for our professional services resource planning and time management, and we are very pleased with it. The project templates make it quick and easy to generate resource plans from sales opportunities, which helps with demand forecasting. The assignment split feature is neat, and allows us to show a varying utilisation profile for a particular resource across the duration of a project. The resource plan view across all of the projects is really useful, and we use that to drive our weekly planning calls to see what’s coming up and where we need to assign our resources. We've found the team there great to work with.

Resource Plan is a helpful tool

Enjoying the Resource Plan view, albeit awaiting some tweaks for a full booked AND requested view, nonetheless it is very quickly giving us a clear view of team resources to address on projects, we use it as a useful tool to plan. Generally, finding Precursive intuitive!

Precursive is vital for our business!

Just like the title states, we couldn't run our business without this tool! The support team is amazing, POC also amazing (Hi Alex!), and again the tool is about as integral to our business as our people are!

Gritty Brilliance

I am a long time user of Precursive having started with the OBX product in 2016 then moving to full PSX ~2020. Precursive Users on the rise as well- we've expanded use from 1 single brand in 2016 and will have 15 brands early Q1 2024 for onboarding clients. Brilliant , well-designed product coupled with gritty , effective support group! Thank you Jonathan , Graham and Alex for being great partners!

Precursive & Team are great to work with

I am very pleased with the services and support received from the Precursive team. The support team really goes above and beyond to solve any issues we have very promptly. The team has also helped us getting things off the ground. For instance, after implementation we still faced some challenges to change some of our legacy processes around project management and KPI reporting, but the Precursive team has been very supportive and provided guidance and best practices during remote and in-person sessions. A special shout out to our CSM Alex, who is always very helpful and courteous.

Helped us become 'grown ups' with how we manage our services

Immediate data gains that are insightful and time saving (because they save me exporting into Sheets all the time). An easy-to-use interface albeit it's not always obvious to guess how to do something. Has certainly helped us define processes better to help make them scalable and more mature e.g our resource request process, project creation/closure and then the gains in reporting are huge. We are a digital native business but even we had some legacy processes that have admittedly been tricky to replicate/change using Precursive; but the team have been very supportive and personable to assist us with remedying these. It certainly wasn't a case of 'great, it's launched, we'll get our coats...'. It's a nice partnership dynamic with the Precursive guys.