Alternatives to Precursive

Compare Precursive alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Precursive in 2025. Compare features, ratings, user reviews, pricing, and more from Precursive competitors and alternatives in order to make an informed decision for your business.

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    Planview AdaptiveWork
    Planview® AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries.
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    ClickTime

    ClickTime

    ClickTime

    ClickTime turns work hours into finance-ready data so CFOs and operations leaders can protect margins, control costs, and provide audit-ready records. Unlike project management tools or basic time trackers, ClickTime captures labor costs in a way finance can actually use—verified, approved, and complete. For professional services firms: Stop revenue leakage before it happens. Recover billable hours, monitor utilization in real time, and spot project overruns before margins slip away. For finance and ops teams: See where every hour goes, what it costs, and what it delivers. Get complete time and cost data that feeds your ERP, supports R&D tax credits, and gives finance and operations a single source of truth. Why ClickTime is different: - Finance-ready data that stands up to audits and client reviews - Real-time project burn vs. budget alerts to catch overruns early - Instant reports for R&D tax credits, grant allocation
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    Kantata

    Kantata

    Kantata

    Kantata PSA, formed by a merger between Mavenlink and Kimble Apps, is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, Kantata enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Kantata is purpose-built to help consultancies and professional services organizations with 50 to 5000+ employees.
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    Project Insight

    Project Insight

    Project Insight

    Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data. Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results. Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization. Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.
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  • 5
    Visual Planning

    Visual Planning

    Stilog Inc.

    Visual Planning is more than just overseeing projects, scheduling field teams, managing production timelines, or streamlining manufacturing operations—it’s a flexible, all-in-one platform built to support a wide range of business needs. From simple task coordination to complex, multi-layered workflows, VP adapts to how you work and brings structure, visibility, and efficiency to every part of your operation. VP gives you complete visibility into your projects, teams, equipment, machines, work orders, and operations—helping you coordinate every aspect of your business with confidence. Whether you're managing job sites, dispatching field crews, or overseeing production lines, our platform keeps everything and everyone connected. Collaborate across departments, adjust schedules on the fly, and keep work moving forward—on any device, from anywhere. Thousands of companies trust VP to simplify how they manage people, projects, equipment, and operations. Get your free custom demo today.
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    Runn

    Runn

    Runn

    Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans. Track project budgets, view forecasts, and get relevant metrics with in-depth reports, charts and dashboards. Use Runn’s time tracker and timesheets to monitor project progress. Direct integrations with Harvest, WorkflowMax, and Clockify. Use the API to connect your favorite tools with Runn.
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    Ganttic

    Ganttic

    Ganttic

    Ganttic is a flexible drag and drop scheduler for resource planning. Its resource-centric Gantt charts provide a comprehensive overview of your equipment, personnel, facilities, and vehicles. Helping you see who or what, is doing what and when. Leverage your projects' resources to achieve more. And in addition to simple scheduling, dive into more comprehensive resource management and project portfolio management. Optimize resource utilization, build comprehensive reports, and create project or resource-breakdown structures which streamline the planning process. Unlimited Custom Views help segment large resource pools and data fields allow you to incorporate data that matters. A real-time planner that can be used for daily tasks, weekly planning meetings, or long-term scheduling. Suitable for any industry and management style, Ganttic is often seen as a more flexible and affordable "lite ERP" solution. Take advantage of a free 14 day trial with complimentary onboarding.
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    Wrike

    Wrike

    Wrike

    Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.
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    Starting Price: $10 per user per month
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    Nostra

    Nostra

    Nostra

    Nostra's powerful AI and matching tools enable you to always put the best employee on each project role. Nostra helps you maximize your utilization and profitability by providing you with the visibility to know who is on the bench, what skills you need to hire for and where project staffing can be improved. Spreadsheets are hard, but Nostra is easy. Manage employees, track time, manage skills, staff projects, view revenue and cost projections and even run your sales pipeline with our kanban style sales board. For professional services organizations or anyone managing their team, Nostra has it all. Our simple to use cloud system integrates with many other cloud platforms and allows you to securely view your data from anywhere.
    Starting Price: $5/user/month
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    Scoro

    Scoro

    Scoro

    Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.
    Starting Price: $19.90/month/user
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    nTask

    nTask

    nTask

    nTask is an online project management platform, known for pioneering simplified work management. The platform helps to get more done while meeting all of the quality standards of industries. nTask is extensively customizable, and one of the most affordable in the industry. nTask is designed for all-sized teams and industries. Over 200,000+ companies trust nTask globally for managing campaigns, sprints, product development, inventory, clients, company goals & targets, and much more. nTask enables faster project completion through one platform that enables all team members to work efficiently without shuffling through multiple apps and has all the tools necessary for project management, such as custom fields, financial summary, task management, risk management, issue tracking, Gantt charts, Kanban boards, team collaboration, documents sharing, to-do lists, project planning, resource allocation, time tracking, timesheets module, roles/permissions, and workspace customizations
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    Starting Price: $3 per user/month
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    Coassemble

    Coassemble

    Coassemble

    We are your first training platform for growing businesses. We're also much more than an online training platform - we turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve, from beginning to end. Our exceptional customer service team is led by some of the industry's best US-based training experts! We'll show you how every area of our platform has been built to mold around your employees, allowing you to design a structured, visually stunning training experience that captures your employees' attention. With over 20+ course templates choose from, our incredible instructional designers have built a genuinely brilliant platform so you can create an excellent training course effortlessly. Drop your content into our onboarding template, marketing plan template, or sales playbook template, for example, and get started straight away – it is that simple!
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    Teamwork.com

    Teamwork.com

    Teamwork.com

    Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.
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    Starting Price: $5.99 per user per month
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    Ravetree

    Ravetree

    Ravetree

    Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.
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    Starting Price: $29/user/month
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    Proteus

    Proteus

    Xergy

    Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified. Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.
    Starting Price: $35 per user per month
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    Bordio

    Bordio

    Bordio

    Bordio is a comprehensive project management software that integrates team management software, task management tools, and a project planning calendar all in one platform. It brings together everything teams need to get their work done, from setting up projects with a project planner and organizing tasks on a kanban board, to collaborating with team members using a task board. The platform provides a clear view of what needs to be done each day with its online calendar, making overwhelming to-do lists a thing of the past. With features for scheduling tasks on specific days and keeping track of progress with color-coded statuses, Bordio keeps teams focused and acts as an effective project tracker and task tracker. You can invite guests like clients or freelancers into projects at no extra cost and work together seamlessly. The inclusion of a team task planner and team tracker ensures that every member’s efforts are synchronized and visible.
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    Starting Price: $5.99 per user per month
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    Mission Control

    Mission Control

    Aprika Business Solutions

    Stay in charge and on track with Mission Control, a cloud-based Salesforce project management app. Our professional services automation software allows you to establish a consistent process for planning, managing and measuring your client projects, all from the one app. Maximize efficiency and profitability with our extensive feature set that seamlessly integrates with your Salesforce platform. Spend more time with clients and less time organizing your day. With Mission Control’s Salesforce Project Management solution, you’ll enjoy a clear overview of your project briefs, progress and allocated resources. All of which is designed to keep your day on track and make it easy to collaborate with your team. Create actionable tasks and take your business’s client and project management capability to the next level using time tracking, the resource capacity planner and the intuitive assignment wizard.
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    Starting Price: $39 per user per month
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    eResource Scheduler Cloud (eRS Cloud)
    eResource Scheduler (eRS) is enterprise resource management & scheduling software built to cut chaos clean. Whether managing 5 resources or 5000, eRS gives real-time visibility into capacity, availability, schedule, actuals (timesheets), and financials, no messy spreadsheets required. Plans stay fast and friction-free with drag-and-drop scheduling, resource requests, and semi-auto scheduling. Actuals flow from schedules into timesheets, giving immediate planned vs. actuals insight. Heatmaps flag bottlenecks before they burn, capacity planning reports forecast demand, and financials track costs, revenue, and profit. Management reports turn data into decisions, user access rights keep control tight, and integrations tie in seamlessly with your go-to platforms. From one office to global teams, eRS keeps resources optimized and teams billable. Trusted across industries, eRS turns scheduling from guesswork into growth, with visibility into the dollar impact of every allocation.
    Starting Price: $5/monthly/resource
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    Apty

    Apty

    Apty

    Apty is a Digital Adoption Platform (DAP) that helps enterprises scale process execution across the tools they already use—including custom-built apps. While other DAPs only support select tools, Apty works across Salesforce, Workday, ServiceNow, Oracle, and proprietary systems—without heavy lift or complexity. Get your teams executing faster, with fewer errors and measurable results—no matter what software they’re using.
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    Float

    Float

    Float

    Build winning teams with Float. Get the context and data you need (that other tools don’t give you) to match the right people to the right projects when resourcing client work. 4,500+ teams worldwide choose Float to: ✔️ Schedule resources: easily see who’s working on what and when, with a live schedule to plan and allocate work. ✔️ Plan capacity: balance workloads and prevent burnout with a live view of availability, time off, and scheduled work. ✔️ Scope projects: align what you need with what you have to create project schedules that keep work on track with the right people, budgets, and timelines. ✔️ Track time: simplify timesheets with pre-filled hours so your actuals data is more accurate and always on time! ✔️ Report: make informed decisions with live insights into team utilization and budget spend to understand how resourcing affects project margins and profitability.
    Starting Price: $6.00/month/user
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    monday.com

    monday.com

    monday.com

    Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.
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    Starting Price: $39/month for 5 users
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    Chameleon

    Chameleon

    Chameleon

    Chameleon is the deepest digital adoption platform for product success, empowering SaaS teams to build no-code, self-service user onboarding, feature adoption, and feedback collection. • PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. • Using Chameleon you can show new users key functionalities, highlight product changes, improve feature discoverability, and reduce confusion and support requests. • Deploy NPS, CSAT, CES and custom surveys to users, triggered at the right time and to the right audience. • Add self-serve help and user onboarding launchers to guide users without interrupting their workflow. • Chameleon automatically collects the data on tour performance that can be used to optimize tours. • Variations can be shown to different users and all tours can be A/B tested. • Connect to one of the hundreds of integrations Chameleon supports
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    Starting Price: $279 per month
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    Jira

    Jira

    Atlassian

    Jira is the only project management tool you need to plan and track work across every team. Jira by Atlassian is the #1 software development tool for teams planning and building great products. Trusted by thousands of teams, Jira offers access to a wide range of tools for planning, tracking, and releasing world-class software, capturing and organizing issues, assigning work, and following team activity. It also integrates with leading developer tools for end-to-end traceability. From short projects, to large cross-functional programs, Jira helps break big ideas down into achievable steps. Organize work, create milestones, map dependencies and more. Link work to goals so everyone can see how their work contributes to company objectives and stay aligned to what’s important. Your next move, suggested by AI. Atlassian Intelligence takes your big ideas and automatically suggests the tasks to help get it done.
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    Resource Management by Smartsheet
    Resource management software for stronger teams and more successful projects. Effectively find and schedule the best project team, resolve staffing conflicts in real time, and forecast hiring needs. Look across projects and track multiple teams, confidently schedule projects based on your team’s capacity, and forecast the project pipeline. Make it easy for your team to submit hours and keep them focused on what matters with pre-filled timesheets. Visualize complex data to spot project trends, understand performance across the business, and plan for growth. A complete all-in-one project and resource management solution to balance top-down strategic staffing with bottom-up task execution.
    Starting Price: $150.00/month
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    Primetric

    Primetric

    Primetric

    Forecast the availability of your people and track the time they spend on projects to compare your plans with reality. Understand your operational and financial performance at a glance. Bring every part of your business under one roof to accelerate non-billed tasks and focus on what matters most: providing your clients with high-quality professional services. See who’s available, and schedule most suitable people to existing, planned or tentative projects with a single click, thanks to a smart algorithm based on tech & soft skills matrix. Estimate project’s phases, report vacancies, and manage project profitability. Deliver truly data-driven and profitable results. Help employees log their work faster with predictive timesheets and employee dashboard. And then use this data to improve your project. Estimate costs for an individual project and for your entire business. Track all the changes in real-time on dynamic reports.
    Starting Price: $34.20 per month
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    Projectworks

    Projectworks

    Spiderworks

    Intelligent business management software for your entire company. A lot of solutions out there offer tools for project management, but how do projects work for the rest of your team? Projectworks gives everyone at your services company the tools they need, whether they’re a PM, exec or handling the books. A clear view of your team’s resourcing for better scheduling decisions, project tracking and budget reconciliation. An all-in-one place to manage timesheets, time-off requests and performance reviews for your employees. Visibility across projects to accurately forecast revenue, understand recoverability and seamlessly manage invoicing. Manage your resource pool on an individual level and see each team member’s pipeline of work. Make better project scheduling decisions with a view of who is at capacity, who is over-resourced and when a project can fit into your larger workflow.
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    Hub Planner

    Hub Planner

    Hub Planner

    DRIVING RESOURCE MANAGEMENT, SCHEDULING AND TIME TRACKING FOR SOME OF THE WORLD’S SMARTEST COMPANIES. Hub Planner brings together transparent Resource Scheduling, Timesheets, Vacation Management, Resource Requesting, Project Management and Reports all under the one service in a smartly designed, easy to use and intuitive software that makes planning simple. Get the ultimate birds eye view of your resource management and team with Hub Planner. Quickly view resources availability, utilization and schedule your team on projects using Hub Planners interactive drag and drop Scheduler. Empower your team with Timesheets. Measuring the actual time reported via timesheets versus the forecasted time via the resource scheduler gives you valuable insight into your teams performance. Download , share and view real time analytics for all your projects & resources. Use the dashboard to track real time resource and project performance making resource management a pain 30 Day Free Trial
    Starting Price: $7.00/month/user
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    Screendragon

    Screendragon

    Screendragon

    Screendragon is a leading cloud-based project, resource & workflow management solution designed for the needs of mid-large sized (50+ employees) marketing, agency & professional services teams. We help organizations to streamline their operations, improve speed-to-market and reduce costs. Our software is proven to scale for the needs of global Fortune 100 companies, helping them to solve big complex operational challenges. Longstanding customers of Screendragon include Kellogg's, BP, Sky, JWT & McCann World Group. Screendragon marries powerful functionality with a simple-to-use UX. We empower teams and management with smart digital briefs, custom workflows, visual work-in-progress dashboards, online proofing, resource scheduling, planning and forecasting, time-tracking, budget tracking, reporting and more.
    Starting Price: $26.00/month/user
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    Avaza

    Avaza

    Avaza Software

    Avaza is a cloud-based professional services automation tool that streamlines project collaboration, resource scheduling, time and expense tracking, retainer management, and invoicing. Trusted by teams across industries, it combines essential business functions into a single, efficient platform. Avaza’s all-in-one approach removes the need for multiple subscriptions and duplicate workflows. By integrating project management, financials, and retainer functionality, it provides businesses with real-time insights into project profitability, employee utilization, and retainer usage, all in one unified system. The retainer feature simplifies ongoing client engagements by automating payments and applying credits for completed work. This ensures seamless billing, efficient resource allocation, and greater transparency. Available across desktop, tablet, and mobile devices, Avaza ensures true on-the-go operational management for companies seeking flexibility and efficiency.
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    Starting Price: $11.95/month
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    Userpilot

    Userpilot

    Userpilot

    Userpilot is an all-in-one platform for Product & UX teams. It combines Product Analytics, In-app Engagement and In-app Surveys to help you increase product adoption through powerful in-app experiences, actionable product analytics and user feedback. Userpilot allows Product, UX, marketing and Customer Success teams to build user onboarding flows, launch product announcements, improve your UX & product adoption, provide self-serve support, and collect feedback in-app , all code-free. It also provides powerful Product Analytics tools (funnels, trends, paths, cohorts) so you can make informed, data-driven product decisions. With its Custom Dashboards, you can build bespoke analytics dashboards by dragging and droping your favorite reports or using a ready-made template. We also provide event autocapture and session replay. Integrations: Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, Salesforce.
    Starting Price: $249 per month
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    VENMATE

    VENMATE

    VENMATE

    Elevate your customer lifetime value with VENMATE, the all-in-one platform that drives satisfaction, customer retention, and growth. Gain a 360-degree view, anticipate needs and turn every customer into a champion. Gain deep insights into customer behavior and preferences to enhance satisfaction and loyalty. Streamline your customer success operations to enhance efficiency and deliver outstanding experiences. Boost your bottom line by reducing customer churn and maximizing upsell opportunities. Accelerate your time to value with VENMATE’s streamlined onboarding and implementation module. Our platform ensures you never lose track of tasks, leveraging playbooks to provide a structured and efficient onboarding experience. Centralize your customer data from various tools and help your customer success team document every interaction seamlessly with VENMATE. Guide your customers effectively on their journey, gathering valuable feedback to continuously improve their experience.
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    Saviom Resource Management
    Saviom Enterprise Resouce Management (ERM) is a market leading resource management and planning software. With Saviom ERM, companies have access to robust scheduling, capacity planning, resource planning, reports and analytics, and integration and workflow tools. These are crucial for maximizing resource utilization, helping to boost productivity, save time, and increase efficiency.
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    Retain

    Retain

    Retain International

    Retain is a feature-packed resource planning software trusted by the Big Four (KPMG, Ernst & Young, Deloitte and PwC) and many other professional services organizations. With Retain, organizations can produce and deliver planning information with more clarity. Retain offers insightful views for planning data, comprehensive reporting for extracting meaningful business information, metrics for measuring success, and talent management tools for monitoring performance and tracking skill shortage. Accessible anywhere. Retain Cloud SaaS resource management has everything you need to schedule people effectively, including skills tracking, forecasting, intelligent management information reporting and insightful graphical features.
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    TaskRay

    TaskRay

    Bracket Labs

    Your Ticket to First Class Customer Onboarding. There’s a reason we're the best Salesforce-native app for customer onboarding. Our TaskRay in 60 seconds video covers the 4 critical steps and best practices for onboarding, just a few of the things that set us apart. TaskRay is the Leader in Customer Onboarding in Salesforce. TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.
    Starting Price: $19.00/month/user
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    GuideCX

    GuideCX

    GuideCX

    GuideCX® is a client implementation and onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent process that delivers value faster. You only get one chance to make a first impression. A smooth and transparent client onboarding and software implementation process is key to putting your best foot forward. Get visibility when you’re onboarding new customers with the industry’s only enterprise-level reporting engine. The GUIDEcx Navigator gives you the ability to forecast, optimize, and automate your client onboarding. Customer retention is won and lost during the first 30 days of the onboarding experience. If you treat the customer onboarding experience as an afterthought, your contract with the client will become just that – and who wants to leave money on the table!
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    Kelloo

    Kelloo

    Kelloo

    Plan, forecast and deliver smarter. We help you get the most from your projects and people. We live in a world in which things never stand still. New projects pop up, priorities change and people come and go. And making sense of this can seem near impossible. Kelloo helps you cut through the noise and make the right decisions about your projects and resources. Our software is easy to use, simple to master and will bring a smile to your face. Select, prioritize and manage your projects. Forecast resource needs based on the projects you want to do. Scale your agile process with agile resource planning software. Schedule resources and teams across all your projects. Align projects with priorities and resource capacity. Visibility into what skills are in demand and resource hiring needs. Manage your resource allocation process across your projects and portfolio.
    Starting Price: $29 per month
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    Mosaic

    Mosaic

    Mosaic

    Mosaic is an AI-powered resource planning and workforce management solution that increases profitability and productivity. It integrates with most project and financial management software to automatically gather data and show who is working on what, when. Teams can then accurately bill and forecast, effectively manage capacity, and strategically plan workloads. Mosaic rescues organizations from clunky spreadsheets and gives them the true big picture. Get started today with a free 30-day trial.
    Starting Price: $9.99 per user per month
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    freispace

    freispace

    freispace

    Postproduction Scheduling built by industry members, for an intuitive and easy-to-use experience. freispace is a comprehensive resource scheduling and project management software designed to enhance team productivity and streamline workflows. With its intuitive interface, freispace allows users to efficiently allocate resources, manage tasks, and monitor project progress in real-time. Key features include: - Collaborative Task Management: Facilitate teamwork with shared task lists, deadlines, and notifications, keeping everyone aligned. - In-Depth Reporting: Generate detailed reports on resource usage and team performance, enabling data-driven decision-making. - Integration Capabilities: Connect seamlessly with tools like Microsoft365, Google Workspace and Make for enhanced collaboration. freispace adapts to your needs, helping you achieve your project goals efficiently. Experience the power of effective resource management with freispace today!
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    NetSuite OpenAir
    NetSuite OpenAir is one of the most popular software for cloud solution services, for companies. It gives users the ability to oversee project accounting, timesheet and expense management from a single program. It has more than 1,500 clients, NetSuite OpenAir is the most commonly utilized cloud answer for service companies. Its professional services will help customers implement and customize NetSuite for their individual requirements, providing a platform from which they can productively improve and expand their business.
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    SmartKarrot

    SmartKarrot

    SmartKarrot Inc

    SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams.
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    Onboard

    Onboard

    Onboard.io

    Organize, automate & manage customer onboarding from handoff to launch. Finally, software made specifically for customer implementation teams. Customer onboarding isn't meant to be one-size-fits-all. Every customer is unique, it's time to say goodbye to your inflexible templates. Onboard’s software uses variable customer requirements to create dynamic launch plans (aka Maps), saving endless time & energy and providing a truly customized onboarding experience. Stakeholders, both from your team (internal), and your customers' team (external) work off the same dynamic launch plans: providing end-to-end visibility, accountability and keeping everyone on the same page. Never again ask your team, "Where is this customer in the onboarding process?" Much of the onboarding process is repetitive, enable your team to launch more clients faster, with less effort. Provide consistent, reliable service & maximize customer ROI by reducing time-to-value.
    Starting Price: $99 per month
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    Rocketlane

    Rocketlane

    Rocketlane

    Running high-touch customer onboarding and software implementation projects? Rocketlane is a purpose-built software that helps you hit your project milestones on time, shorten your time to value & deliver a 5-star experience. Rocketlane brings project management, document collaboration, and communication together with a one-of-its-kind unified workspace that improves visibility, keeps customers accountable, brings consistency in your methodology, and elevates the customer experience. Rocketlane was rated #1 on Product Hunt and current work with Unicorns like Chargebee and many other fast-growing SaaS companies globally like Leadsquared, Joveo, Netcore, etc. Start your free trial today.
    Starting Price: $19/month/user
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    Cherrywork Resource Management
    Manage projects and resources. Allocate resources to the projects and empowers them with real-time project timelines, billing, and utilization information. Integrates with SAP Cloud solutions like SuccessFactors, and on-premises ECC using standard SAP-approved interfaces and APIs to behave like an extension. Eliminate paperwork with the digitized process for resource allocation, and project planning, leave the planning of teams, and bulk air ticket booking requests. Processes are streamlined with multiple approval workflows for exceptional cases to get email and in-app notifications on new assignments/projects. The history of resource allocations, projects, and requests is easily available to the resource management team. Real-time access of resources tagged to a project and workflows triggering mechanism for exceptions, approvals & status. The application helps in reducing the turn-around time to request and assign resources to a project.
    Starting Price: $30,000 one-time payment
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    ARCOS

    ARCOS

    ARCOS

    For utilities, our solutions help the industry Plan, Respond, Restore and Report for both daily operations and emergency scenarios using one system. ARCOS is focused on helping our customers manage the people needed to provide safe, reliable and affordable service. Our customers include Electric, Gas, Water and Power Plants across the US and Canada. For Airlines we provide advanced scheduling solutions that help automate the complex scheduling process; triggering phone calls, texts, or emails to helping match flight crews with planes to reduce cancellations. Using ARCOS thousands of calls can go off at once; ensuring that you comply with union contracts and reduce grievances. For manufacturers that must manage complex, union or policy-based rules to fill line shifts, ARCOS scheduling solutions can drastically reduce the time it takes to get the right resources to the line by automating the scheduling and callout process, ensuring that plants have the right staff.
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    Bonder

    Bonder

    Bonder

    Build client-facing onboarding playbooks, share them with your new clients and improve their onboarding experience. Usually, companies have internal onboarding playbooks and clients don’t have enough visibility, which decreases accountability. With Bonder, you can create your onboarding playbook(s) and share unique versions with your different clients. Therefore, they know all the required steps, the owners and deadlines. A sale isn’t complete until your client has experienced your product core value and understands how your product can improve her life or business. Automate your onboarding process with tasks and reminders, ensuring a faster adoption and increasing long-term retention. Hand-offs are generally conflictive. Your company needs to ensure a smooth transition between the Sales and Client Success teams. Simultaneously, the buyer persona from your clients’ company isn’t necessarily the user persona. With Bonder you can determine owners and set automatic reminders.
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    Power Framework

    Power Framework

    Power Framework

    Your data-driven future starts here, with pragmatic solutions that make the most of the cloud platform you already own. Create powerful dashboards to fuel data-driven decision-making. Automate repetitive tasks to empower your teams to work more efficiently. Connect and collaborate seamlessly, wherever you are. Customize your solution as your business evolves to overcome challenges. Prioritize your portfolio to align with organizational strategy. Make project delivery efficient and predictable. Balance capacity and demand to drive project success. Unify insights from disparate sources to make data-driven decisions. Manage resources, investment, RAID logs, and status with one integrated tool. Help teams collaborate efficiently on projects in their familiar Microsoft platform. Simplify enterprise risk management with our fully customizable and intuitive platform. Get the visibility you need to monitor, manage, and mitigate risks.
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    PMEntire

    PMEntire

    PMEntire Solutions

    PMEntire provides an all-in-one platform to manage professional services from bid to bill. Several Fortune 500 companies across 50+ countries have used our solutions effectively to address their unique business needs. Some of our esteemed clientele include Siemens, Fujitsu, DHL, Honeywell, Global Wind Services, Alix Partner, among others. With over 20 years of experience in the industry, our products are several years ahead of the market. A client-centric company, we take pride in providing highly configurable solutions for any specific industry.
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    Aligned

    Aligned

    Aligned

    Aligned is a powerful customer collaboration platform designed to streamline the sales and customer success processes. By consolidating everything buyers need in one place, Aligned eliminates the chaos of email threads, file sharing, and juggling multiple tools. It simplifies the buying experience, helping sales teams build strong business cases, track mutual success plans, and accelerate deal closure. With real-time collaboration, task assignments, and transparent communication, Aligned fosters better alignment between sales teams and customers, ensuring a smooth and efficient journey from prospecting to onboarding.
    Starting Price: $29/seat/month
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    CogniSaaS

    CogniSaaS

    CogniSaaS

    CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.
    Starting Price: Custom Pricing
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    FastDox

    FastDox

    FastDox

    Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.
    Starting Price: £40 per user