Precursive PSA
Project and Resource Management Platform
By PrecursiveCollaboration
- Rating
- 4.8
- Reviews
- 60
- Pricing
- Paid
- From $40 per user per month
- Listed since
- 2013
About Precursive PSA
The AI-powered Professional Services Automation to scale services delivery
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
Highlights
- 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.
Screenshots and videos
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Pricing
Paid, from $40 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $40 per user | Monthly |
We have a license hierarchy for different types of users with licenses tailored to leadership, managers and front-line staff. Please contact us for more specific pricing information or visit: https://www.precursive.com/pricing
The publisher offers discounts.
Compatibility
- Requires
- Sales Cloud
- Experience Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on November 19, 2021
- Industries
- Financial Services
- High Tech
- Professional Services
- Languages
- English
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