Precursive

MAKE EVERY CUSTOMER A SUCCESS STORY.

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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.
Precursive
2011
United Kingdom
7 Industries
1 Language

Screenshot & Video

1/3

LICENSING & DEPLOYMENT

  • Proprietary
  • Cloud Hosted
  • Web-based
  • Windows

SUPPORT

  • Phone
  • 24x7 Support

Knowledge Base

  • Help Guides
  • Video
  • Blogs

Precursive Core Features

Workflow Management

  • Access Controls
  • Compliance Tracking
  • Custom Dashboard
  • Graphical Workflow Editor
  • Task Management
  • Workflow Configuration

Project Management

  • Alerts/Notifications
  • Collaboration
  • Dashboard
  • Expense Tracking
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Resource Management
  • Task Management
  • Timesheets
  • Workflow Management

Reporting

  • Automated Reports
  • Customizable Dashboard
  • Financial Reports
  • Marketing Reports
  • Report Export
  • Sales Reports
  • Visual Analysis

Collaboration

  • Agile & Scrum
  • Brainstorming
  • Content Collaboration
  • Project Management
  • Task Management
  • Version Control
  • Workflow Management

Resource Management

  • Alerts/Notifications
  • Capacity Planning
  • Collaboration Tools
  • Drag & Drop
  • Forecasting
  • Project Planning
  • Reports
  • Resource Scheduling
  • Search/Filter
  • Skills Tracking
  • Task Management
  • Time Tracking

Customer Success

  • Account Management
  • Alert/Notification
  • Customer Engagement
  • Onboarding
  • Reporting & Analytics
  • Task Management

Precursive Pricing

Pricing Type

  • Flat Rate

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Monthly Payment
  • Annual Subscription
Vendor pricing page
  • 14 Days Trial

Plans & Packages

Standard
$40 Per Month

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