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Average Ratings 0 Ratings

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features
design
support

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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

Comprehensive business management software designed for your entire organization. While many solutions provide project management tools, it's essential to consider how these projects integrate with the broader team dynamics. Projectworks equips every member of your services firm—from project managers and executives to finance personnel—with essential tools. Gain insights into team resource allocation to enhance scheduling, monitor project progress, and manage budgets effectively. This platform centralizes the administration of timesheets, time-off requests, and performance evaluations for your workforce. With cross-project visibility, you can project revenue accurately, assess recoverability, and streamline invoicing processes. Additionally, you can manage resources on an individual basis, allowing you to track each team member's workload. Improved project scheduling is achievable as you can identify who is at capacity, who has extra bandwidth, and when a project can slot into your overall workflow, ensuring optimized operational efficiency. By leveraging these functionalities, your company can foster collaboration and productivity across all departments.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Teambook No 

Integrations

Salesforce No 
Teambook Yes 

Pricing Details

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

Pricing Details

No price information available.
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 No 

Vendor Details

Company Name

Precursive

Country

United Kingdom

Website

www.precursive.com

Vendor Details

Company Name

Spiderworks

Founded

2016

Country

New Zealand

Website

projectworks.io

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

Leave Management

Approval Process Control Yes 
Calendar Management No 
Employee Scheduling Yes 
FMLA Tracking No 
Leave & Absence Reporting No 
Leave Policy Management No 
Self Service Portal Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Planning

Agile Methodologies Yes 
Budget Management Yes 
Collaboration Tools No 
Due Date Tracking Yes 
Gantt Charts No 
Kanban Board No 
Prioritization No 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Resource Management

Capacity Management Yes 
Data Visualization No 
Demand Forecasting Yes 
Drag & Drop No 
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 Yes 
Employee Database Yes 
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 Yes 
Recruiting Management No 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce Yes 

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