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Precursive description
Precursive is a project management software designed specifically for companies that sell services, and it runs within Salesforce. It helps businesses standardize their service delivery process, manage client onboarding, and track projects. Precursive stands out because it offers deep integration with Salesforce, automated project creation, and tools for resource management and billing. It promises faster service delivery, improved customer satisfaction, and increased revenue. Primarily serving mid-sized and growing software and professional services companies, Precursive is a valuable tool for managing and scaling client-facing operations.
Who is Precursive best for
Precursive, a project management software native to Salesforce, helps B2B professional service businesses streamline operations. Users praise its Salesforce integration, automated project creation, and real-time resource visibility. However, some find the setup complex and the UI/UX cumbersome. It's best for small to mid-sized companies seeking to optimize service delivery and project tracking within the Salesforce ecosystem.
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Best for small to mid-sized businesses.
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Ideal for software and professional services companies.
Precursive features
| Supported Precursive is native to Salesforce, integrating seamlessly with it. |
| Supported Precursive supports onboarding playbooks leveraging Salesforce data via its OBX app. |
| Supported Precursive automatically creates project plans based on Salesforce data. |
| Supported Precursive allows efficient progress tracking and easy adjustments to project plans. |
| Supported Precursive supports resource scheduling and offers holiday management for time off. |
| Supported Precursive offers real-time collaboration features like project notifications and online access to project plans. |
Precursive reviews
We've summarised 58 Precursive reviews (Precursive G2 reviews) and summarised the main points below.
- Seamless integration with Salesforce for project and resource management.
- Automated project creation and task templates.
- Real-time visibility into resource availability and project financials.
- Customizable dashboards and reporting features.
- Improved project organization and tracking, eliminating spreadsheets.
- Difficult setup and configuration, especially within Salesforce.
- Cumbersome licensing management and lack of transparency.
- Limited customer interaction features within the tool.
- Lack of bidirectional sync between timesheets and project boards.
- Basic, non-intuitive UI/UX with tedious workflows.
Precursive pricing
See the Precursive pricing page.
Precursive alternatives
Cloud CoachBetter for larger businesses. Has slower momentum. Users highlight seamless Salesforce integration and easy time tracking but dislike reporting limitations and rigid waterfall methodology.Read more
HubSpot Sales HubBetter for sales and marketing automation and broader industry fit. Not native to Salesforce. Easier to use, but pricing can be a concern.Read more
CogniSaaSBetter for enterprise SaaS onboarding and project management, especially in HR tech. Focuses on customer success and data-driven insights.Read more
CertiniaBetter fit for companies in finance, transportation, marketing, and IT. Has externally validated reviews and ratings. Certinia is growing faster and offers broader SaaS integrations. Users appreciate its user-friendly interface and real-time insights but dislike slow loading times and limited customization. A Precursive competitor and alternative for Salesforce users.Read more
ArtworkFlowBetter for marketing and design teams needing streamlined creative workflows. Focuses on brand asset management and automated creative approvals.Read more
Certinia PS CloudBetter for financial reporting and capacity planning. Has stronger website traffic growth momentum. Caters to a wider range of company sizes.Read more
Precursive FAQ
What is Precursive and what does Precursive do?
Precursive is a project management software built for Salesforce, designed for service-based businesses. It automates project creation, manages resources, and streamlines service delivery, ultimately boosting customer satisfaction and revenue. It's ideal for growing professional services firms seeking enhanced Salesforce integration for project management.
How does Precursive integrate with other tools?
Precursive offers seamless native integration with Salesforce, allowing for automated project creation and resource management directly within the Salesforce platform. It leverages Salesforce data via its OBX app for onboarding playbooks.
What the main competitors of Precursive?
Top alternatives to Precursive include Cloud Coach, TaskRay, and Certinia PS Cloud, all offering Salesforce-native project management solutions. Rocketlane and CogniSaaS are also strong competitors, focusing on client onboarding and project delivery. These alternatives provide similar features like resource management, project tracking, and automation.
Is Precursive legit?
Yes, Precursive is a legitimate project management software available on the Salesforce AppExchange. It's a safe and viable option for businesses, especially those already using Salesforce, seeking to improve their service delivery and project management. However, consider user reviews mentioning setup challenges and licensing management.
How much does Precursive cost?
Precursive's pricing is not publicly available. Contact Precursive directly for a quote to determine if the product and its features are worth the investment for your needs.
Is Precursive customer service good?
Precursive's customer support receives positive feedback, with users highlighting the team's responsiveness and helpful advice. They are readily available to assist with achieving project goals. While some past reporting issues existed, these have largely been resolved.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.