Precursive Review: Is It The Right Project Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Starts from $20 / Month
Vidyard
Wolters Kluwer
Mitel
Arqiva
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Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is Precursive?
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. Furthermore, you can effortlessly plan and forecast your team's workflows with the scheduling components. With deep insights into your professional services, you'll be able to optimize the operational performance of your business. Precursive is omnipresent—tailored to fulfill the needs of HR Managers, as well as small and medium
Pricing
Starts from $20 / Month
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:Global
Precursive Software Demo
Precursive was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Precursive
- Use cases
- Professional services firms, Customer success teams, Project management offices
- Team types
- Professional services managers, Customer success managers
- Company size
- 51-500 employees, 500+ employees
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose Precursive
Intuitive interface tailored for professional services
Strong integration with Salesforce onboarding processes
Robust scheduling and forecasting capabilities
Is Precursive right for you?
Best for professional services teams needing Salesforce-integrated workflow management.
Choose Precursive if
- 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.
Consider alternatives if
- Your company does not use Salesforce or lacks integration needs.
- You are a small team seeking lightweight, simple task management tools.
What buyers should know before shortlisting Precursive
Precursive is a project management tool that integrates seamlessly with Salesforce, making it ideal for professional services. Its intuitive design and workflow monitoring capabilities enhance operational performance.
Precursive pros and cons
- Precursive pros
Intuitive interface tailored for professional services
Strong integration with Salesforce onboarding processes
Robust scheduling and forecasting capabilities
- Precursive cons
Pricing details are not publicly available
Limited information on specific use cases and benefits
Ready to try it?
Get started with Precursive
Connect with the team for a personalised demo.
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See how it stacks up
Compare Precursive side-by-side with top Project Management Software alternatives.
What is the pricing of Precursive?
Precursive Pricing Plans
Precursive OBX Starter
$20
/Month
Minimum 10 users
Single Board Team
Work Management
Project Management
Collaboration
Show more +
Precursive OBX
$40
/Month
Minimum 10 users
Unlimited Teams
Work Management
Project Management
Collaboration
Show more +
Precursive RCO
$60
/Month
Minimum 10 users
Work Management
Project Management
Collaboration
Customer & Partner Collaboration
Show more +
Precursive PSX
$80
/Month
Minimum 20 users
Work Management
Project Management
Collaboration
Customer & Partner Collaboration
Show more +
Precursive reviews and ratings
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
- Ease of use
- Salesforce integration
- Workflow scheduling
Common complaints
- Pricing opacity
- Limited documented use cases
What users are saying
AF
Alex F
12/24/23
"Great tool for fast moving SaaS companies"
What do you like best about Precursive? Single visibility of resourcing aligned with opportunity forecasts in the same system really drives business ...
Read more
PW
Piyush W
08/24/22
"Project Management Made Efficient"
What do you like best about Precursive? The tool integrates with SalesForce, which we use as a repository for customer information. Easy collaboration ...
Read more
AU
Anonymous User
08/22/22
"Helpful solution to organizing multiple projects with tasks & subtasks."
What do you like best about Precursive? Great layout using lists and tasks showing progress at a quick glance. What do you dislike about ...
Read more
CC
Colleen C
05/24/22
"Ease of Use"
What do you like best about Precursive? Ease of use - everything in one spot -great Appreciate all aspects All features work great N/A What do you ...
Read more
MS
Marna S
05/24/22
"Very easy to keep track of where your deals are going"
What do you like best about Precursive? I like that it emailes me in the morning so I can make sure everything looks great first thing when I check my ...
Read more
AU
Anonymous User
03/07/22
"Effortlessly track time, to dos, resource availability and project budgets"
What do you like best about Precursive? Repeatable services processes can be baked into task templates with time estimates. These time estimates ...
Read more
What are the features of Precursive?
Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions sur…
Software features are essential components of any software that enhance its usability, functionality, and overall performance. One such feat…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource i…
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…
Precursive security and data handling
Key compliance certifications and security features for IT and security teams evaluating Precursive.
Certifications
Developer & data
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Precursive Customers
Vidyard
Wolters Kluwer
Mitel
Arqiva
GoCardless
OmnicomGroup
SES
Simon Kucher
Precursive Support Options
Frequently Asked Questions About Precursive
Common questions buyers ask before choosing Precursive.
Precursive is a Project Management Software. Precursive offers Collaboration, Workflow Management, For Onboarding, Project Management and many more functionalities.
Precursive is a strong fit if: You require deep integration with Salesforce onboarding and customer journey tracking.; Your team needs robust scheduling and forecasting for professional services projects.. Consider alternatives if: Your company does not use Salesforce or lacks integration needs.; You are a small team seeking lightweight, simple task management tools..
Buyers commonly note the following limitations of Precursive: Pricing details are not publicly available; Limited information on specific use cases and benefits; May require Salesforce ecosystem familiarity.
Some top alternatives to Precursive includes Quickbase , Smartsheet, ClickUp, Salesforce and Profi.
Precursive offers Subscription pricing model
The starting price of Precursive is $20/Month
Ready to try it?
Get started with Precursive
Get connected with the team for a personalised demo.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].