Audience
Companies of all sizes searching for an advanced Customer Onboarding solution
About Precursive
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, 100% native to Salesforce.
Other Popular Alternatives & Related Software
Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities.
Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans.
Track project budgets, view forecasts, and get relevant metrics with in-depth reports, charts and dashboards. Use Runn’s time tracker and timesheets to monitor project progress.
Direct integrations with Harvest, WorkflowMax, and Clockify. Use the API to connect your favorite tools with Runn.
Learn more
Planview® AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine.
Key Capabilities Ready on Day One
- Artificial Intelligence
- Portfolio Management
- Project Management
- Resource Planning
- Team Collaboration
Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries.
Learn more
Float.com is the #1 software for profitable resource management. Designed to give Operations and Finance leaders the insight and foresight they need to achieve profitable delivery at scale, with the right talent in place.
Unlike spreadsheets or clunky PSAs, Float offers a clear, centralized view to schedule teams, plan capacity, estimate work, and track margins in real-time so that you can keep your people and profits on track.
4,500+ of the best professional services teams worldwide already choose Float to:
✔️ Schedule resources: See who’s working on what and when, with a live schedule.
✔️ Plan capacity: View availability, time off, and workloads to prevent burnout.
✔️ Estimate work: Build budgets and track scope changes to deliver profitable projects.
✔️ Scope projects: Align resources, budgets, and timelines from day one.
✔️ Track time: Pre-filled timesheets keep actuals accurate and on time.
✔️ Report: Monitor utilization and margins with live financial insights.
Learn more
Resource Guru offers a fast and simple way of scheduling, people, equipment, and other resources online. Designed to replace clunky, old scheduling spreadsheets, Resource Guru helps managers get organized fast. The platform covers resource planning, resource scheduling, resource management, staff leave management, reporting, and more. Resource Guru is available for as low as $4.16 per person/month.
Learn more
Pricing
Starting Price:
$20 per month
Pricing Details:
Billed annually
Free Trial:
Free Trial available.
Integrations
Company Information
Precursive
United Kingdom
www.precursive.com
Other Useful Business Software
$300 Free Credits to Build on Google Cloud
Start your next project with $300 in free Google Cloud credit. Spin up VMs, run containers, query petabytes in BigQuery, or build agents with Gemini Enterprise Agent Platform. Once your credits are used, keep building with 20+ always-free tier products including Compute Engine, Cloud Storage, GKE, and Cloud Run functions. No commitment required—just sign up and start building.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online