Precursive
6.6/10Salesforce-native project, resource and revenue management platform for professional services and customer onboarding teams at mid-market and enterprise companies.
Data last updated November 2026 · Our methodology
Overview
Precursive is a professional services automation and project delivery platform built natively on Salesforce. Professional services, customer success and onboarding teams use it to turn closed-won opportunities and CPQ quotes into templated delivery projects. Those projects have phases, tasks, dependencies, milestones, Gantt charts and Kanban boards. Its resource management module matches people to work by skill, cost and availability. It also covers capacity planning, soft bookings, utilization, leave and timesheet approvals. The revenue management module covers time-and-materials and fixed-price budgets, rate cards, multi-currency, revenue forecasts and revenue recognition. Clients can follow their onboarding through a customer workspace built on Salesforce Experience Cloud. Precursive AI adds agents for selling and delivering services, plus an MCP connection to Claude, ChatGPT or Gemini. Pricing is by quote only: per-user licences billed annually, with a 30-user minimum and no monthly billing. One AppExchange-based listing reports a starting price of 40 USD per user per month. The integration list is long and includes Jira, Slack, Gmail, Outlook, HiBob, Workday, Gainsight, Zendesk, NetSuite, SAP, Xero, QuickBooks, Power BI, Tableau, Snowflake, Zapier and MuleSoft. The accounting connectors need Breadwinner at extra cost. The main limitation is the Salesforce dependency: you must already pay for Salesforce licences, which together with the 30-seat minimum puts it out of reach for small teams. A few reviewers also describe the interface as complex.
Our Rating
Who Precursive is best for
Good fit
It is built around professional services delivery, with skills-based resourcing, timesheets, rate cards and revenue recognition.
It runs natively on Salesforce and is targeted at mid-market and enterprise firms. Customers include WPP, Omnicom and SES.
The 30-user minimum and Salesforce-centric design fit established mid-market services and customer success teams.
Agencies are a stated target sector, and WPP and Omnicom are named customers.
Less suited
The 30-seat minimum, annual-only billing and required Salesforce licence make it a poor fit for small teams.
Individual users cannot buy it because of the 30-seat minimum.
Pros & Cons
Pros
- It runs inside Salesforce, so projects are created directly from opportunities and CPQ quote lines without needing a separate data sync.
- It covers project, resource and revenue management in one platform, including skills-based assignment and revenue recognition.
- Clients get a customer workspace on Experience Cloud with a live, shared view of their onboarding progress.
- Its integration list is long, covering HR systems (Workday, HiBob), ERPs (NetSuite, SAP), BI tools (Power BI, Tableau) and iPaaS tools (MuleSoft, Workato).
- G2 reviewers often praise its customer support and interface.
Cons
- You need a Salesforce licence on top of Precursive's own licences.
- The 30-user minimum and annual-only billing rule out small teams.
- Prices are not published, so you have to request a quote.
- The accounting connectors for QuickBooks, Xero and NetSuite need Breadwinner, which costs extra.
- Some G2 reviewers mention a complex interface and problems with dashboards.
Key Features
Precursive Pricing
Project Management
- Milestones
- Task and project templates
- Gantt charts and Kanban boards
- Project health, risks and issues
- Time tracking, comments and files
- Customer and partner collaboration
- Annual billing only, Salesforce licence required
- Projects, phases, tasks, dependencies, sub-tasks and checklists
Resource Management
- Soft bookings
- Demand forecasting
- Role and skill assignments
- Billable and productive utilization
- Leave requests and timesheet approvals
- Resource plans, availability and capacity planning
Revenue Management
- Revenue recognition
- T&M and fixed-price budgets
- Expenses and expense approvals
- Financial reporting and revenue forecasts
- Billing and invoicing, rate cards, multi-currency
- QuickBooks Online, Xero and NetSuite integrations via Breadwinner (extra cost)
Frequently Asked Questions
Yes. Precursive is built natively on Salesforce, and you need an active Salesforce licence to use it.
Yes. Licences are sold per user with a 30-user minimum, and you can add users partway through a contract term.
No. Precursive bills annually only. Prices come by quote, and one third-party listing reports a starting price of around 40 USD per user per month.
Yes. It connects to QuickBooks Online, Xero and NetSuite through Breadwinner, which costs extra. Sage, SAP, Zuora and Concur are also on its integrations list.
The pricing page doesn't confirm one, and a third-party listing says no free trial is offered. Precursive asks you to contact its team to discuss a trial.
Yes. Precursive AI includes agents for selling and delivering services, plus an MCP connection that lets Claude, ChatGPT or Gemini work with Precursive data.
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