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What is Project Account?

You possess a solid grasp of the interplay between your income, budget, and expenses. Mastering profit management is essential for strategically allocating your crucial resources and serves as a fundamental management tool. Project Account allows you to concentrate on your organization's goals while providing a cost-effective way to improve the quality and efficiency of your projects. From the very beginning at the “offer stage,” you can identify and distribute resources, tasks, and costs, ensuring clarity from the start. Tools like project budgeting and comprehensive preliminary costing yield insights that illuminate the financial framework of the project early in the process. The project setup is further enhanced by additional information relevant to bookkeeping, cost accounting, and tariff structures. Furthermore, the success of a project is closely tied to the effectiveness and timeliness of project accounting methods. Project Account facilitates this process by automatically creating editable invoice proposals based on the logged services and expenses, which further streamlines your financial management. By integrating these features, you not only save valuable time but also significantly enhance the overall execution of your projects, allowing for better resource management and project outcomes. Maintaining a clear overview of your financial commitments will enable you to make informed decisions moving forward.

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

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Consultinform

Company Location

Switzerland

Company Website

consultinform.ch/loesungen/erp/

Company Facts

Organization Name

Precursive

Company Location

United Kingdom

Company Website

www.precursive.com

Categories and Features

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

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

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

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