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About Precursive

Connect sales and project teams in Salesforce and take customer experience to the next level. Put together the right teams to win more bids with dynamic resource allocation. Stay ahead of demand and improve project performance to make customers happy!

Connect Sales and Delivery Teams
Our app is 100% native to SFDC so you can automate the creation of projects from Salesforce opportunities with customer requirements. Mobilise resources quicker, make customers happy and increase profitability.

Win More Bids and RFPs
Stay one step ahead of your customer needs. Get the right skills and knowledge onto bid teams quickly to win more deals. Be more responsive and agile than your competition.

Meaningful project data and analytics
Avoid projects going off course and costs getting out of control. Track project progress including costs and margin. Get real-time data and analytics on forecasts, revenues, and utilization.

Our customers include Agilisys, Arqiva, BT, Comcast, Essentra, Kantar Futures, SES Networks, Omnicom, RenderThat, Softcat Plc, Torrent Consulting, Unified, and WPP.

Results seen

20% revenue growth
35% reduction in costs
15% increase in EBITDA
25% improvement in customer retention

Precursive will seamlessly integrate with Salesforce CRM, CPQ, Field Service and Wave Analytics. We are the preferred solution for mid-market and enterprise Media and Agencies, Consulting, and High Tech/Telecoms.

Precursive helps technology & service companies to grow through pragmatic digital transformation. Forward-thinking companies recognize that digital workforce planning is critical to creating customer loyalty. By managing customer demand more effectively and ensuring that projects run smoothly - you can grow, renew, up-sell and cross-sell more.

Pre-Sales | Bid Management | Sales & Delivery Alignment | Workforce Planning | Resource Allocation | Skills Matrix | Project Accounting | Combine Sales and Delivery Data for Capacity Planning | Utilisation Reporting

Our team has a breadth of experience from previous work at CEB, Deloitte, Gartner, Open-Text, Roche and Infosys


  • 2-Factor Authentication
  • 360 Degree Feedback
  • API
  • Application Tracking
  • Attendance Tracking
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Employee Database
  • Employee Incentive Management
  • Employee Onboarding
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • Forecasting
  • Multi-User
  • Notifications
  • Onboarding
  • Payroll
  • Project Management
  • Scheduling
  • Timesheets
  • Travel Management
  • Vacation Calendar
  • Time Management
  • Employee Engagement


  • Workforce planning for the Digital Business.

  • Improve resource allocation to get the right people on projects quickly.

  • Track projects costs and margins in real-time.

  • Align sales activities and delivery/project resources.

  • Increase utilization and project profitability by mobilizing teams effectively.

  • Generate data and analytics on key business metrics to make faster decisions.

  • Enable your staff to work from anywhere and collaborate with their colleagues.


    Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
    • Native integration with Salesforce
    • Often integrated with finance packages such as Microsoft, Sage, Xero
  • Does this service offer an API?
  • Yes.

  • What platforms does this service support?
    • 100 Native to Salesforce
    • Native for platform
    • Available on mobile application via Salesforce1 App
  • Does this service offer guides, tutorials and or customer support?
  • We provide comprehensive training, documentation and customer success support.

  • Does this service integrate with any other apps?
    • Native integration with Salesforce
    • We have integrated our solution with Xero, Sage, Smartsheets, Qlik
  • What is this service generally used for?
    • Workforce planning
    • Resource allocation
    • Project planning
    • Project budgeting or accounting
    • Task management
    • Timesheets and Expenses
    • Reporting and Analytics
    • Pre-planning resources against forecast projects
    • Revenue forecasting
  • Who are the main user groups of this service?
  • Our clients typically have 3 tiers of users:

    1) Senior Leadership - COO, CFO, CEO, MD, Head of Bid Management, Head of Pre-Sales, Head of Sales Engineering

    Leaders are typically looking to access data and reporting on a range of metrics including:

    • Utilisation
    • Project or overall portfolio profitability
    • Capacity planning
    • Staff availability
    • Billable vs. Non-billable time
    • How much time spent on key accounts
    • Win rates for pre-sales teams

    2) Project Management and Resource Management - Head of PMO, Project Managers, Programme Managers, Resource Managers

    These managers are looking to plan their projects and/or resources according to customer demands. They can:

    • Set up and track budgets
    • See margins and costs change in real-time
    • Schedule and allocate resources
    • Make resource requests
    • Notify colleagues about changes in scope or requirements

    3) Front-line staff - Consultants, Engineers, Developers, Creatives, Designers

    These people are able to manage and track their time and expenses; as well as get ahead of customer requirements or needs on projects. They can:

    • Complete their timesheets on any device including mobile
    • Plan in their holidays or show when they are working on admin/training
    • Record any personal or project expenses
    • Receive notifications of upcoming projects or tasks

Vendor Information

Based in:


Who uses Precursive
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Regional Restrictions:
No restrictions.
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