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What is Retain?

Retain serves as a robust resource management solution favored by leading organizations such as KPMG, Ernst & Young, Deloitte, and PwC, as well as many other firms in the professional services sector. This software empowers businesses to craft and share planning information with remarkable accuracy. Through Retain, users can access critical insights into planning data, leverage comprehensive reporting features that help extract vital business intelligence, utilize metrics to evaluate performance, and employ talent management tools that monitor effectiveness and pinpoint skill deficiencies. Moreover, the platform is cloud-based, allowing access from anywhere and incorporating all necessary features for efficient workforce scheduling, such as skill tracking, forecasting tools, advanced reporting frameworks, and visually appealing graphical interfaces that significantly improve user engagement. In summary, Retain is an essential tool for organizations aiming to enhance their resource management and planning operations while ensuring they remain competitive in a rapidly changing market. Its versatility and functionality make it an invaluable resource for strategic decision-making.

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

Napta

Integrations Supported

Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$20 per month
Billed annually
Free Trial Offered?

Supported Platforms

iPhone
iPad
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Retain International

Date Founded

1993

Company Location

United Kingdom

Company Website

retaininternational.com

Company Facts

Organization Name

Precursive

Company Location

United Kingdom

Company Website

www.precursive.com

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
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

Not specified

Resource Scheduling

Not specified

Skills Management

Not specified

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Workforce Management

Budgeting & Forecasting
Employee Lifecycle Management
Labor Projection
Scheduling
Skills Tracking
Time & Attendance

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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