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

"Good in concept, but clunky"

What do you like best about Precursive? I am pleasantly surprised that this tool has a pretty solid integration with SFDC. I've used many time tracking tools in the past, and they usually freeze up in SFDC. What do you dislike about Precursive? OBX boards are not a bidirectional sync with the timecard, which makes time tracking even more tedious. I thought our team training was not catered to our use case, so my team and I had to do a lot of self-learning in our own time. Recommendations to ...

"Great onboarding tool & integration w/ SalesForce; OBX module for Project Mgmt needs Agile updates"

What do you like best about Precursive? Precursive as a whole is a great tool for taking your Sales / customer details to the project-level and continuing the overall relationship/engagement management cycle. It has good customization depending on your org's needs and allows your various teams (Finance, Customer Success, Project Management, Delivery) to have visibility into what is needed from them. RCO is great for capacity monitoring but needs some updates to the UI eg: mass updates, ...

"Precursive and SES Pioneers"

What do you like best about Precursive? Great team that constantly innovates to improve the product and provide new features. What do you dislike about Precursive? It is tied to the Salesforce platform only. Recommendations to others considering Precursive: Great tool, great people, great support. What problems is Precursive solving and how is that benefiting you? We have been using Precursive for almost six years as part of our Order to Fulfillment Process and saved on costs by having the ...

"Precursive one stop solution for your project management ."

What do you like best about Precursive? The user interface and the integration with salesforce is what makes it the best tool. Its attractive UI and user friendly features are the best . What do you dislike about Precursive? The package has some limitations at this moment such as the creation of taskfeed templates is a bit complex process. What problems is Precursive solving and how is that benefiting you? We use the precursive boards for managing tasks efficiently which we used to do using ...

"Precursive one stop solution for your project management ."

What do you like best about Precursive? The user interface and the integration with salesforce is what makes it the best tool. Its attractive UI and user friendly features are the best . What do you dislike about Precursive? The package has some limitations at this moment such as the creation of taskfeed templates is a bit complex process. What problems is Precursive solving and how is that benefiting you? We use the precursive boards for managing tasks efficiently which we used to do using ...

"The platform is a blessing and a curse."

What do you like best about Precursive? Being built on Salesforce, the platform allows for multiple customizations to fit your business needs with a short time to turnaround requests. What do you dislike about Precursive? The fragility of the platform to break with limited guidance if there is any sign of data quality issues. Recommendations to others considering Precursive: Be certain to have a strong base of internal business procedures prior to implementation. What problems is Precursive ...

"not expert precursive user, but wish integration into salesforce was more straightforward"

What do you like best about Precursive? drag and drop/kanban view of tasks. templates are good and pretty easy to build What do you dislike about Precursive? wish was more visibility for non-precursive users, sync to salesforce standard objects could be better What problems is Precursive solving and how is that benefiting you? time management for technical solutions of onboarding of customers, visibility into ownership of tasks without utilising salesforce community

"Great Product and Great Product Team"

What do you like best about Precursive? Great product that allows our team to not only manage projects and tasks but also resources for our Consulting Business. The ability to forecast resources, submit time and expenses, and do it all from Salesforce, in addition to creating projects directly from Opportunities has been invaluable! The support and leadership team are fantastic, and are exceptionally pro-active at releasing functionality. If you're running a PS business, you'll be hard ...

"Great for our PS team's productivity"

What do you like best about Precursive? We have a fast growing team and handle high volumes of projects. We've usually got 3-4 people per project and this tool helps us manage their capacity much more easily. I can see the margin and revenue associated with delivery in real-time which means I'm not waiting till the end of the month to make adjustments. What do you dislike about Precursive? Nothing at the moment, support team is very responsive when we've had to use them which is rarely ...

"Precursive for Customer Onboarding and Professional Services Management"

What do you like best about Precursive? Simplicity of templates to help standardise the customer onboarding experience. What do you dislike about Precursive? Nothing we particularly find a problem. Works as expected ! What problems is Precursive solving and how is that benefiting you? Make customer onboarding faster and easier for the client. Optimize our own resources to deliver customer value more effectively.