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What is Primetric?

Evaluate your strategies against actual outcomes by predicting employee availability and monitoring the time they dedicate to various projects. Gain a quick snapshot of your financial and operational health. By integrating all facets of your organization, you can reduce time spent on non-billable tasks and concentrate on what truly matters: delivering exceptional professional services to your clients. Advanced algorithms, which leverage both technical capabilities and interpersonal skills, enable you to identify available team members and effortlessly assign the most qualified individuals to current, upcoming, or potential projects with a single click. Additionally, you can forecast project phases, identify staffing gaps, and manage overall profitability effectively. By utilizing this data, you can achieve genuinely data-informed and profitable outcomes. The employee dashboard alongside predictive timesheets simplifies the process for staff to record their work, enhancing the quality of your project management. This information is invaluable for refining your project strategies. Moreover, you can project expenses for individual projects as well as for your entire enterprise. With dynamic reporting features, you can monitor all developments as they happen, ensuring you stay agile in your decision-making. This comprehensive approach not only streamlines operations but also enhances overall productivity within your organization.

What is Precursive?

Enhancing service delivery is crucial for maximizing revenue potential. It is essential to synchronize the efforts of sales, service, and success teams within Salesforce. The initial phase of ensuring customer success lies in effective onboarding. Salesforce presents numerous playbooks designed to expedite the customer onboarding process. By facilitating quick team mobilization and optimal resource scheduling, organizations can utilize their capacities more effectively. Additionally, accurate forecasting and tracking of team time and resource usage are vital. Precursive PSA offers comprehensive visibility for all employees and professional services, significantly boosting operational performance while being fully integrated within Salesforce. This level of integration enables teams to collaborate seamlessly, driving both efficiency and customer satisfaction.

Media

Media

Integrations Supported

BI Book

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Pricing Information

$34.20 per month
Billed annually

Pricing Information

$20 per month
Billed annually
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Primetric

Date Founded

2016

Company Location

Poland

Company Website

www.primetric.com

Company Facts

Organization Name

Precursive

Company Location

United Kingdom

Company Website

www.precursive.com

Categories and Features

Financial Reporting

"What If" Scenarios
Cash Management
Forecasting

Gantt Chart

Alerts/Notifications
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Professional Services Automation

Billing & Invoicing
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking

Project Accounting

Not specified

Project Planning

Agile Methodologies
Budget Management
Due Date Tracking
Gantt Charts
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Dashboard
Milestone Tracking
Portfolio Management
Project Planning
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking

Cost-to-Completion Tracking
Gantt Charts
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Resource Management

Capacity Management
Drag & Drop
Skills Tracking

Strategic Planning

Budgeting & Forecasting
Dashboard
Scenario Planning

Time and Expense

Activity Tracking
Expense Tracking
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Multiple Billing Rates
Overtime Calculation
Timesheet Management
Vacation / Leave Tracking

Categories and Features

Customer Onboarding

Not specified

Project Accounting

Not specified

Project Management

Not specified

Resource Management

Not specified

Resource Scheduling

Not specified

Work Management

Not specified

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