Salesforce Essentials vs Precursive vs Quickbase vs Smartsheet Comparison
Salesforce Essentials
Starting at $25 /User/Month
- Free Trial
- Small Business
Salesforce Essentials includes a complete set of customer relationship management software, the industry’s leading customer service solution, Salesforce Chatter, and training to get you up and running quickly in the clou…
Precursive
Starting at $20 /Month
- Large Enterprises
- Medium Business
Precursive is an intuitive platform designed for Professional Services and Customer Success. Building upon Salesforce's onboarding capabilities, it enables you to monitor your customer journey quickly and precisely. Furt…
Quickbase
Starting at $35 /user/month
- Free Trial
- Freelancers / Consultants
- Large Enterprises
Quickbase is a no-code project management platform that empowers teams to build, automate, and optimize workflows without complex coding. Designed for businesses of all sizes, it enables users to create custom applicatio…
Smartsheet
Starting at $9 /month
- Free Trial
- Freelancers / Consultants
- Large Enterprises
Smartsheet is a dynamic project management tool that simplifies tracking and planning for teams of all sizes. Offering a user-friendly interface, it’s designed to adapt to your unique workflows, whether you're managing s…
Precursive leads on user satisfaction with a 4.3-star rating across 50 reviews.
Salesforce Essentials vs Precursive vs Quickbase vs Smartsheet — at a glance
| Feature | Salesforce Essentials | Precursive | Quickbase | Smartsheet |
|---|---|---|---|---|
| Rating | 4.2 / 5 | 4.3 / 5 | 4.2 / 5 | 4.1 / 5 |
| Reviews | 963 | 50 | — | 8,464 |
| Starting price | $25 /User/Month | $20 /Month | $35 /user/month | $9 /month |
| Free trial | Yes | No | Yes | Yes |
| Free version | No | No | No | No |
| Best for | Small Business | Large Enterprises, Medium Business, Small Business | Freelancers / Consultants, Large Enterprises, Medium Business | Freelancers / Consultants, Large Enterprises, Medium Business |
| Category | CRM Software | Project Management Software | Project Management Software | Project Management Software |
| Platforms | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS | SaaS/Web/Cloud | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac |
| API | Available | Available | Available | Available |
| Support modes | Online | 24/7 (Live rep), Business Hours, Online | 24/7 (Live rep), Online, Business Hours | Business Hours, Online |
| Certifications | — | — | SOC 2, HIPAA, GDPR, ISO 27001 | SOC 2, HIPAA, GDPR, ISO 27001 |
| Data residency | Global | Global | Global | US |
Key differences between Salesforce Essentials and Precursive
- Pricing: Salesforce Essentials starts at $25 /User/Month, while Precursive starts at $20 /Month.
- Free trial: Salesforce Essentials offers a free trial; Precursive does not.
- Target audience: Salesforce Essentials is built for Small Business, while Precursive targets Large Enterprises and Medium Business.
- User satisfaction: Precursive scores higher with a 4.3-star average.
- Deployment: Salesforce Essentials supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS; Precursive supports SaaS/Web/Cloud.
Compare Salesforce Essentials vs Precursive vs Quickbase vs Smartsheet — and walk away knowing which one fits.
Which tool fits your team best
Which is actually cheaper for your team size
Where each product wins, per real buyers
Most CRM Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.
Biggest differences
Features
Pricing
Buying details
Security
Buyer feedback
Integrations
Product tour
Other options
Talk to an expert Talk to an expert | Talk to an expert Talk to an expert |
Biggest differences
Start here before you go deeper into features.
Small Business
Best for professional services teams needing Salesforce-integrated workflow management.
- You require deep integration with Salesforce onboarding and customer journey tracking.
- Your team needs robust scheduling and forecasting for professional services projects.
- You manage mid-sized to large professional services or customer success teams.
- Your company does not use Salesforce or lacks integration needs.
- You are a small team seeking lightweight, simple task management tools.
Best for building custom no-code workflows in medium to large enterprises.
- You need to rapidly create tailored project management apps without coding.
- Your team requires strong workflow automation to reduce manual tasks.
- You want seamless integration with tools like Salesforce and Slack.
- You are a freelancer or very small team needing simple task management.
- You prefer out-of-the-box project management without customization or complexity.
Best for teams needing customizable, spreadsheet-style project management with automation.
- You require flexible workflows adaptable to complex project plans and diverse teams.
- You want strong project management features like Gantt charts, dashboards, and resource tracking.
- You value automation to reduce manual errors and save time in project execution.
- Your team needs extensive offline functionality due to unreliable internet access.
- You prefer simple, ready-to-use workflows without investing time in customization or training.
Salesforce Essentials typically suits Small Business. Precursive tends to fit Large Enterprises and Medium Business better. The right choice depends on your team size, workflow, and whether a free trial matters.
Description | Salesforce Essentials includes a complete set of customer relationship management software, the industry’s leading customer service solution, Salesforce Chatter, and training to get you up ... Read More about Salesforce Essentials | Precursive is an intuitive platform designed for Professional Services and Customer Success. Building upon Salesforce's onboarding capabilities, it enables you to monitor your customer ... Read More about Precursive | Quickbase is a no-code project management platform that empowers teams to build, automate, and optimize workflows without complex coding. Designed for businesses of all sizes, it enables ... Read More about Quickbase | Smartsheet is a dynamic project management tool that simplifies tracking and planning for teams of all sizes. Offering a user-friendly interface, it’s designed to adapt to your unique ... Read More about Smartsheet |
|---|---|---|---|---|
Entry Level Pricing |
|
|
|
|
Free Trial Availability |
| |||
Spotsaas ScoreWhat's this? ↗ | 8.7/10 | Not Available | 9.8/10 | 9.8/10 |
User RatingsBased on verified Spotsaas reviews | ||||
Best Company Size | — | 51-500 employees500+ employees | 50-1,000 employeesMedium to Large Enterprises | 50-500 employees501-5,000 employees |
Get pricing help | Get pricing help |
Where each option fits best
See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.
Based on buyer reviews and verified product data collected by Spotsaas.
Key strengths
No key benefits available yet.
No key benefits available yet.
- Empower Your Team: Quickbase allows teams to build custom applications without needing extensive coding skills, enabling them to streamline workflows and enhance productivity. I’ve seen firsthand how this democratizes app development, letting everyone contribute.
- Rapid Deployment: With Quickbase, you can quickly create and deploy applications tailored to your business needs. This means you can respond to changing market conditions or internal requirements faster than ever before, ensuring you stay ahead of the competition.
- Seamless Integration: The platform integrates effortlessly with existing tools and systems, allowing your organization to maintain its current infrastructure while enhancing capabilities. This flexibility ensures that users can leverage their favorite tools without disruption.
- Streamlined Collaboration: With Smartsheet, teams can easily collaborate in real-time, ensuring that everyone is on the same page. I’ve seen how this fosters transparency and accountability within projects, making it easier for managers to keep track of progress.
- Customizable Dashboards: Smartsheet offers customizable dashboards that allow you to visualize project data at a glance. This feature empowers executives to make informed decisions quickly, as they can monitor key metrics without digging through extensive reports.
- Automation Capabilities: By automating repetitive tasks, Smartsheet saves time and reduces errors. Administrators will appreciate how this feature allows them to focus on higher-value activities rather than getting bogged down with manual processes.
Best fit
No best-fit guidance available yet.
No best-fit guidance available yet.
- 50 to 1,000 employees
- SaaS, Consulting, Fintech, and Revtech
- Project Managers, Business Analysts, Operations Managers, and IT Administrators
- 50-5,000 employees.
- Industries include Project Management, IT Services, Marketing Technology (Martech), Financial Technology (Fintech), Consulting, and SaaS.
- Typical users are Project Managers, Operations Managers, Marketing Coordinators, IT Directors, and Business Analysts.
Reasons buyers look elsewhere
No alternatives guidance available yet.
No alternatives guidance available yet.
- Users may seek alternatives to Quickbase due to its pricing structure, which some find to be on the higher side compared to other low-code platforms that offer similar functionalities at a more competitive rate.
- Organizations requiring advanced features or integrations might explore alternatives that provide more robust capabilities, particularly in areas like data analytics or third-party software connectivity.
- Teams looking for a more user-friendly interface may consider other options, especially if they find Quickbase's learning curve steep for non-technical users or new team members.
- Users may seek alternatives to Smartsheet due to budget constraints, as some organizations find more cost-effective project management solutions that fit their needs without compromising essential features.
- Teams looking for specialized tools might consider alternatives that offer specific functionalities tailored for industries like construction or software development, which may not be as robust in Smartsheet.
- Some users may desire a more intuitive user interface and simpler navigation, leading them to explore alternatives that prioritize ease of use and require less training for team members.
Software Demo
Demo |
|---|
Need a second opinion?
Get shortlist help from a software advisor
Share your priorities, budget, and team needs, and we’ll help you narrow the options and understand the tradeoffs before you talk to vendors.
How do Salesforce Essentials, Precursive, Quickbase and Smartsheet Compare on Features?
Total Features | 8 Features | 5 Features | 10 Features | 21 Features |
|---|---|---|---|---|
Unique Features | No unique features | No unique features | No unique features | No unique features |
Get Quote | Get Quote |
Compare Salesforce Essentials, Precursive, Quickbase and Smartsheet on pricing
Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.
Pricing Option | ||||
|---|---|---|---|---|
Starting From |
|
|
|
|
Pricing Plans |
|
|
|
|
Pricing Page |  |  |  |  |
Other Details
Organization Types supported |
|
|
|
|
|---|---|---|---|---|
Platforms Supported |
|
|
|
|
Modes of support |
|
|
|
|
API Support |
|
|
|
|
Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | — | — |
|---|---|---|
HIPAA | ✗ No | ✗ No |
GDPR | — | — |
ISO 27001 | — | — |
Single Sign-On (SSO) | — | — |
Multi-Factor Auth (MFA) | — | — |
Data Encryption | — | — |
Audit Logs | — | — |
Data Residency | 🌐 Global | 🌐 Global |
Salesforce Essentials vs Precursive vs Quickbase User Reviews & Rating Comparison
User Ratings | No reviews available for the product | |||
|---|---|---|---|---|
Rating Distribution | No reviews available for this product | |||
Spotsaas Editor’s POV generated by AI | Buyer sentiment Buyer sentiment is positive across 38 reviews, with strong overall satisfaction. What buyers like
Common complaints
| Buyer sentiment Overall positive sentiment highlights ease of use and Salesforce integration, tempered by concerns over pricing transparency and limited detailed use case information. What buyers like
Common complaints
| Buyer sentiment Overall positive sentiment highlights Quickbase's flexibility and automation, though some users note usability challenges. What buyers like
Common complaints
| Buyer sentiment Overall positive sentiment highlights Smartsheet’s flexibility, collaboration features, and powerful project management tools, tempered by concerns about learning curve and offline limitations. What buyers like
Common complaints
|
Pros and Cons |
|
|
|
|
Positive Reviews | No reviews available for the product | No reviews available for the product | No reviews available for the product | No reviews available for the product |
List of Customers
Customers |  Mashgin |  Vidyard  Wolters Kluwer  Mitel |  Amazon  P and G  Fresenius |  Pfizer  Whirlpool  Western Digital |
|---|
Media and Screenshots
Screenshots |  2 Screenshots | No screenshots available. |
|---|---|---|
Videos |  2 Videos |  2 Videos |
Alternatives
Alternatives |
|---|
Add another option to compare side by side
Search by product name to compare pricing, fit, and buyer feedback in one view.Compare similar software options
Related Blogs and Articles for Project Management Software
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Frequently asked questions
- Which is better, Salesforce Essentials or Precursive?
- Precursive edges out the other on user ratings (4.3 vs 4.2). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do Salesforce Essentials and Precursive offer a free trial?
- Salesforce Essentials offers a free trial. Precursive does not.
- What is the starting price of Salesforce Essentials vs Precursive?
- Salesforce Essentials starts at $25 /User/Month. Precursive starts at $20 /Month.
- What are the top alternatives to Salesforce Essentials?
- Top alternatives to Salesforce Essentials include Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales, HubSpot CRM.
- What are the top alternatives to Precursive?
- Top alternatives to Precursive include Quickbase , Smartsheet, ClickUp, Salesforce, SalesCRM.