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Average Ratings 2 Ratings

Total
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features
design
support

Description

Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.

Description

Software for managing resources enhances team performance and ensures project success. With this tool, you can efficiently identify and organize the ideal project team, address staffing conflicts as they arise, and anticipate future hiring requirements. It allows you to oversee various projects while monitoring multiple teams, enabling you to schedule projects confidently according to your team's workload and predict the project pipeline. Your team can easily input their hours through pre-filled timesheets, allowing them to concentrate on their core responsibilities. Additionally, the software helps in visualizing intricate data to identify project patterns, assess overall business performance, and strategize for growth. This comprehensive solution integrates project management and resource allocation, effectively aligning high-level staffing strategies with the execution of individual tasks, ultimately fostering a more cohesive work environment. Balancing strategic oversight with operational efficiency is crucial for any organization's success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

5X No 
COZYROC SSIS+ Suite No 
Desktop.com No 
Grow No 
OnSched No 
Quickwork No 
RegDesk No 
Salesforce Yes 
Shift No 
Shopping Feed No 
Smartsheet No 
Teamstack No 
Wufoo No 
Zapier No 
iCIMS No 

Integrations

5X Yes 
COZYROC SSIS+ Suite Yes 
Desktop.com Yes 
Grow Yes 
OnSched Yes 
Quickwork Yes 
RegDesk Yes 
Salesforce No 
Shift Yes 
Shopping Feed Yes 
Smartsheet Yes 
Teamstack Yes 
Wufoo Yes 
Zapier Yes 
iCIMS Yes 

Pricing Details

$20 per month
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

$150.00/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Precursive

Country

United Kingdom

Website

www.precursive.com

Vendor Details

Company Name

Smartsheet

Founded

2006

Country

United States

Website

www.smartsheet.com/platform/resource-management

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Resource Management

Capacity Management No 
Data Visualization No 
Demand Forecasting No 
Drag & Drop No 
Employee Scheduling No 
Filtered Search No 
Resource Allocation No 
Skills Tracking No 
Utilization Management No 

Work Management

Access Roles / Permissions No 
CRM No 
Calendar Management No 
Collaboration Tools No 
File Storage / File Sharing No 
Kanban No 
Messaging / Discussion No 
Performance Metrics No 
Project Management No 
Reporting / Analytics No 
Resource Management No 
Strategic Planning No 
Task Management No 
Time Tracking No 
Version Control No 
Workflow Management No 

Product Features

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing No 
Employee Database No 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Workforce Management

Budgeting & Forecasting Yes 
Contractor Management Yes 
Employee Lifecycle Management No 
Labor Projection Yes 
Performance Appraisal No 
Recruiting Management No 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce No 

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