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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
Certinia PS CloudStreamlines projects, resources, billing, and financials for service businesses.Read more
Precursive FAQ
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.