Precursive Reviews in May 2025: User Ratings, Pros & Cons

"Solid Project Management Tool to Sync with Salesforce"

What do you like best about Precursive? I like that you're able to link to the Salesforce account/opportunity and have visibility on the progress of a given Project. It's also highly customizable, allowing you to break down each Project into as many phases/tasks as you'd like. What do you dislike about Precursive? It feels a bit tedious in that there are a lot of clicks required to get from point A to B. For example, multiple clicks to create each new task, clicks to populate the date, ...

"Gets the job done"

What do you like best about Precursive? Easy to setup, easy to use, works well with Salesforce and therefore made reporting easy for me as a manager What do you dislike about Precursive? It's a little clunky because it lives inside Salesforce. It would be good for a small team with more simple needs but not as robust as other similar tools What problems is Precursive solving and how is that benefiting you? Helped us to organize our customer implementation projects, and to easily see ...

"Task and time management works well. Need more bidirectional sync and connection to standard objects"

What do you like best about Precursive? Management of tasks on the OBX boards is clear and easy to perform. I like that I am able to see all of the boards at once, so that I can reduce the amount of clicks needed to mark off work on multiple accounts. What do you dislike about Precursive? I should be able to write to OBX boards from my precursive timesheet. This would reduce the amount of back and forth needed to submit a time sheet. Currently this can add several hours of work to your ...

"Fair project management tool if set up properly"

What do you like best about Precursive? The ease of use. It helps give me a visual of where I am at in a workflow process. It gives my team visibility into where my clients are at in their beginning lifecycle. I can write notes in the boxes as well to detail differences in standard workflows. What do you dislike about Precursive? It's standard and basic and best used for high-level tasks or processes. I am sure there's a way that this could be flushed out more by whoever is setting up the ...

"Organization Key to Success!"

What do you like best about Precursive? This tool is a huge help for organizing my projects. As a project manager, it is so helpful to have all required tasks in one place and a huge time saver when it comes to creating tickets for other teams. What do you dislike about Precursive? Sometimes I have unique partners that don't fit the mold of my precursive board perfectly. It isn't hard to move tasks that are not needed but I wish there were templates for frequently added ...

"Great user friendly platform"

What do you like best about Precursive? My favorite feature of precusive is the task automatization feature. You are able to create tasks that are dependent upon each other. Once one task is complete the next task will appear in the queue for production to start working on, creating less micromanagement work for project managers and allowing the system to monitor the tedious task updates so we can be more productive and focus on other objectives. What do you dislike about Precursive? I wish ...

"Kickoff Call Review"

What do you like best about Precursive? How natural Doug sounded during the training especially considering it was his first one! What do you dislike about Precursive? Take additional pauses throughout the training to ask questions & check-in with client What problems is Precursive solving and how is that benefiting you? keep track of projects

"Great onboarding process automation tool"

What do you like best about Precursive? Top of my "like list" is the ease in which new task templates can be created, edited and launched. Whilst some of the functionality within Precusrive does require Salesforce admin knowledge, it is simple to create new automated process flows and boards. The layout of boards is clean and easy to follow and Precusrive allows for 3 different board views, the board and plan views being 2 which really provide great and clear oversight of my projects. What ...

"Helpful Managing Projects!"

What do you like best about Precursive? The ability to see outstanding tasks, progress made, and overview of all project boards. I just discovered the repeat task feature and that has been a tremendous help! What do you dislike about Precursive? I have some features that I cannot see/edit in the preferred view I use, so I have to switch back and forth between views, which adds quite a few extra clicks. What problems is Precursive solving and how is that benefiting you? Tracking team ...

"Helpful Managing Projects!"

What do you like best about Precursive? The ability to see outstanding tasks, progress made, and overview of all project boards. I just discovered the repeat task feature and that has been a tremendous help! What do you dislike about Precursive? I have some features that I cannot see/edit in the preferred view I use, so I have to switch back and forth between views, which adds quite a few extra clicks. What problems is Precursive solving and how is that benefiting you? Tracking team ...