Precursive PSA: Project and Resource Management Platform

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.

What Precursive PSA: Project and Resource Management Platform does

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

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