Precursive

Salesforce-native PSA for project, resource and revenue management in services delivery.

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

Works with: NetSuiteSAPSageQuickBooksXeroSalesforce
Deployment: Cloud
Company size: Mid-market, Enterprise
Pricing: Per-user subscription, billed annually
Founded: 2011
Headquarters: London, United Kingdom

Overview

Precursive is a professional-services-automation (PSA) platform built 100% natively on Salesforce, aimed at services-led B2B organizations -- consulting firms, software implementation teams, and customer-success or managed-services groups -- that need to plan, resource, and financially track delivery work. It converts Salesforce opportunities and CPQ quotes directly into scoped delivery projects, then manages resourcing, timesheets, expenses, and revenue recognition against them from inside Salesforce.

The platform groups its capabilities into project management (templates, Gantt/Kanban views, baseline tracking), resource management (skills-based Magic Assign allocation and capacity forecasting), revenue management (ASC 606 / IFRS 15-aligned recognition and forecast-vs-actual reporting), time and expense capture, and a Customer Workspace portal built on Salesforce Experience Cloud that gives clients direct visibility into their own project. Precursive AI layers a set of named agents -- Services Sales, Services Delivery, Handover, Methodology, and Services Demand -- across this workflow to flag project risk, draft kickoff briefs, check methodology adherence, and surface upsell signals.

Founded in 2011 and headquartered in London with additional offices in the US and Poland, Precursive has been a Salesforce ISV partner since 2013 and is listed on the Salesforce AppExchange with 60 reviews averaging 4.75 out of 5. Its finance/ERP integrations connect delivery data to NetSuite, SAP, Sage, QuickBooks, and Xero for billing and revenue recognition, and its published customer list includes PagerDuty, LaunchDarkly, Camunda, Visa, and Degreed.

Screenshots & demo

Demo video from the vendor's YouTube channel. Screenshots sourced from Precursive.

Features & capabilities

Project Management

Templates, governance and real-time tracking for services delivery projects.

Implementation templates that map onboarding plans to products and services sold in Salesforce
Automated project plan creation from closed-won opportunities and CPQ quotes
Gantt charts and Kanban boards for project visualization
Task dependencies with automatic notifications on predecessor completion
Baseline tracking to measure deliverables against original commitments
Real-time project accounting for budgets, costs, margins and revenue
Time and materials burn-down rate tracking
Repeatable delivery playbooks

Resource Management

Skills-based planning and capacity forecasting across the services team.

Magic Assign skills-based resource assignment
Demand forecasting for supply and demand visibility
Capacity analysis to flag crunches before they occur
Staff profiles with rate cards, skills matrix and work history
Holiday and leave visibility built into resource planning
Resource booking and request workflows in the Resource Plan view

Revenue Management

Recognises and forecasts professional-services revenue in line with accounting standards.

Revenue recognition aligned to ASC 606 and IFRS 15
Single view of revenue across Fixed Price, Time and Materials, and Managed Services engagements
Baseline vs actual vs forecast revenue comparison
Margin tracking (forecast vs actual) by project, PM, team or organization
Controlled period close and lock workflow for weekly and monthly reporting

Time and Expenses

Timesheet, expense and holiday capture built into the delivery workflow.

Timesheet entry against projects, activities and phases
Timesheet approval workflow
Expense capture and approval for project and non-project costs
Self-service holiday and leave requests

Customer Workspace

Branded Salesforce Experience Cloud portal giving customers visibility into delivery.

Shared workspace for aligning on goals and scope before kickoff
Real-time visibility into plans, milestones and delivery progress for customers
Managed-services spend and budget visibility for customers
Built in Salesforce Experience Builder for branding and page-layout control
SSO via SAML/OpenID Connect, plus passwordless authentication options
Integrated knowledge base, support cases and CMS content alongside project data

Precursive AI

Named AI agents embedded across the sales-to-delivery lifecycle.

Services Sales Agent, recommends which services to attach to a deal
Services Delivery Agent, monitors project health and flags risks
Handover Agent, generates delivery briefs automatically from sales call and deal data
Methodology Agent, checks delivery activity against methodology and flags gaps
Services Demand Agent, surfaces upsell signals from support cases, emails and renewal conversations

Common use cases

Converting a closed-won Salesforce opportunity or CPQ quote directly into a scoped delivery project with resourcing already allocated
Using Magic Assign to match consultants to project tasks by skill, role and current utilization
Building AI-generated handover briefs from sales call notes and CRM data before a project kicks off
Tracking real-time project margin, budget burn and revenue recognition across Fixed Price, T&M and Managed Services engagements
Giving customers self-service visibility into onboarding tasks, milestones and spend through a branded Customer Workspace portal
Managing consultant timesheets, expenses and holiday requests from a single in-Salesforce workspace
Forecasting resource demand and capacity to plan new project starts and avoid over-allocation

Strengths & considerations