Precursive
by Precursive · Professional Services
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
NetSuite
SAP
SageQuickBooksXeroSalesforce- 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.
Modules & capabilities
Precursive covers 35 of 61 capabilities we track in this category (+2 partial)
57%- Services CPQ / proposal generationNot evidenced
- Reusable estimate templates from prior actualsImplementation templates that map onboarding plans to products and services sold in SalesforceSupported
- Quote-to-project conversionAutomated project plan creation from closed-won opportunities and CPQ quotesCore strength
- Quote & estimate approval workflowsNot evidenced
- Bid vs. actual variance analysisBaseline tracking to measure deliverables against original commitmentsSupported
- Sales pipeline & opportunity trackingNot evidenced
- Automated proposal / SOW / RFP generationHandover Agent generates delivery briefs automatically from sales call and deal dataSupported
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
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
Strengths
- 100% native on Salesforce (Sales Cloud, Service Cloud, CPQ, Experience Cloud) rather than a separately-hosted app synced to Salesforce
- Magic Assign skills-based resource assignment engine matches consultants to project tasks by skill and availability
- A named suite of Precursive AI agents (Services Sales, Services Delivery, Handover, Methodology, Services Demand) built into the PSA workflow
- Customer Workspace portal built on Salesforce Experience Cloud gives clients direct, self-service visibility into delivery milestones and spend
- Salesforce partner since 2013 with an AppExchange listing carrying 60 reviews at a 4.75 out of 5 average rating
Used Precursive with your ERP? Rate it in 30 seconds — it helps every buyer after you.
Rate itERP integrations
Listed under Precursive's Finance and ERP integrations, connecting live project/budget/progress data to invoicing, revenue recognition and financial reporting.
Listed under Precursive's Finance and ERP integrations page.
Listed under Precursive's Finance and ERP integrations page as "Sage"; specific Sage product edition not named on the page.
Listed under Precursive's Finance and ERP integrations page.
Listed under Precursive's Finance and ERP integrations page.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.
Pricing
Full Precursive pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
Requires a minimum of 30 users to start a standard plan; users can be added at any point. Requires an active Salesforce license since Precursive runs natively on Salesforce. Monthly (non-annual) billing is not offered. Discounts are available for nonprofits per the AppExchange listing. Get an independent shortlist with pricing guidance below.
What does Precursive cost?
Precursive publishes a list price. Enter your seat count for an annual figure at that rate.
Technical & security
- Hosting
- SaaS, native Salesforce app running on Salesforce platform infrastructure
About the vendor
- Founded
- 2011
- Headquarters
- London, United Kingdom
- Notable customers
- PagerDuty, LaunchDarkly, Camunda, Visa, Degreed, Greenhouse, Veeam, Orbus Software, Dealertrack, Relias
Alternatives to Precursive in Professional Services
Precursive — frequently asked questions
Does Precursive integrate with NetSuite?
Yes. NetSuite is listed among the Finance and ERP integrations Precursive documents, used to connect live project, budget and progress data to invoicing, revenue recognition and financial reporting.
Is Precursive a standalone app or does it require Salesforce?
Precursive runs 100% natively on Salesforce -- Sales Cloud, Service Cloud, CPQ and Experience Cloud -- so an active Salesforce license is required to use it.
How is Precursive priced?
Precursive is sold as a per-user subscription billed annually, with a minimum of 30 users to start. The Precursive Salesforce AppExchange listing shows pricing starting from $40/user/month, with discounts available for nonprofits.
What is Precursive AI?
Precursive AI is a set of named agents -- Services Sales, Services Delivery, Handover, Methodology and Services Demand -- built into the PSA workflow to flag project risk, draft kickoff briefs, check methodology adherence and surface upsell signals.
What company size and industries does Precursive target?
Per the Precursive Salesforce AppExchange listing, it targets Financial Services, High Tech and Professional Services organizations, generally mid-market to enterprise; its standard plan requires at least 30 users.
Compare Precursive head-to-head
The Professional Services Buyer's Guide
Before you commit to Precursive, see how it sits against the 13 professional services systems we track — on capability, ERP integration depth and what each one actually charges for.
Professional Services Buyer's Guide
13 systems compared · 2026
ERP Research
- Precursive compared side-by-side with 12 alternatives
- ERP integration checklist — what to verify before you shortlist
- The pricing questions that change the quote
- A Precursive evaluation brief, included with the guide
Professional Services Buyer's Guide
Get a quote for Precursive
Precursive publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.