Knowledge Base

A comprehensive resource providing practical guidance, best practices, and insights to help teams work more efficiently with Precursive.

307 articles
Precursive 2.0

Precursive 2.0

The next-generation of Precursive that combines PSA, Resource Management, and Project Management into one easy-to-use product.

83 articles

OBXPSXPrecursive 2.0

Precursive AI

Precursive AI Insights uses artificial intelligence to automatically analyze your Salesforce records and provide actionable recommendations. This guide explains the key concepts and how to get started.

4 articles

PSX

Precursive PSX

Precursive Professional Services Experience (PSX) helps professional services teams manage & improve all elements of services delivery.

43 articles

OBX

Precursive OBX

Precursive Onboarding Experience (OBX) combines customer onboarding & project management functionality to help teams measure and improve customer onboarding and implementation.

153 articles

PSXPrecursive 2.0

Add-ons

Expand the capability of Precursive with add-ons for Billing, Revenue Recognition and Resource Assignment.

20 articles

Security & Compliance

Understand how Precursive complies with ISO 27001 including the controls we have put in place for protection of the security, confidentiality and integrity of customer data.

4 articles