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MAKE EVERY CUSTOMER A SUCCESS STORY.

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
  • Construction
  • Education-management
  • Government-administration
  • Hospital-health-care
  • Human-resources
  • Marketing-advertising
  • Nonprofit-organization-management
7 Industries
  • English
1 Language
Industries
  • Construction
  • Education-management
  • Government-administration
  • Hospital-health-care
  • Human-resources
  • Marketing-advertising
  • Nonprofit-organization-management
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • Windows
Support
  • Phone
  • 24x7 Support
Knowledge Base
  • Help Guides
  • Video
  • Blogs

Media

Precursive
Precursive

Precursive Core Features

Focus of Workflow Management Feature
  • Access Controls
  • Compliance Tracking
  • Custom Dashboard
  • Graphical Workflow Editor
  • Task Management
  • Workflow Configuration
Focus of Project Management Feature
  • Alerts/Notifications
  • Collaboration
  • Dashboard
  • Expense Tracking
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Resource Management
  • Task Management
  • Timesheets
  • Workflow Management
Focus of Reporting Feature
  • Automated Reports
  • Customizable Dashboard
  • Financial Reports
  • Marketing Reports
  • Report Export
  • Sales Reports
  • Visual Analysis
Focus of Collaboration Feature
  • Agile & Scrum
  • Brainstorming
  • Content Collaboration
  • Project Management
  • Task Management
  • Version Control
  • Workflow Management
Focus of Resource Management Feature
  • Alerts/Notifications
  • Capacity Planning
  • Collaboration Tools
  • Drag & Drop
  • Forecasting
  • Project Planning
  • Reports
  • Resource Scheduling
  • Search/Filter
  • Skills Tracking
  • Task Management
  • Time Tracking
Focus of Customer Success Feature
  • Account Management
  • Alert/Notification
  • Customer Engagement
  • Onboarding
  • Reporting & Analytics
  • Task Management

Precursive Pricing

Pricing Type
  • Flat Rate
Preferred Currency
  • USD ($)
Free Version
  • No
Free Trial
  • 14 Days Trial
Payment Frequency
  • Monthly Payment
  • Annual Subscription
Vendor pricing page
Plans & Packages
Standard
$40 Per Month

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