Precursive Reviews & Product Details

Precursive is fully native to Salesforce, so everything lives in one place with no need to duplicate data or switch tools. The reporting and forecasting provide great visibility once configured, and the task/project templates help us standardize delivery while reducing admin time. The drag-and-drop boards are intuitive, and our team has seen real efficiency gains. Most importantly, the Precursive team is highly responsive and supportive, making onboarding and ongoing success smooth. Review collected by and hosted on G2.com.

Some actions take too many clicks, the mobile experience is limited, and the external sharing isn't as inuitive as I'd like. Review collected by and hosted on G2.com.

I manage a team of project managers and find the amount of data which can be handled within it to be very useful. Particularly the reporting functionality allows me to keep abreast of hundreds of active projects relatively easily.

I like how there are multiple levels of objects which are sensibly linked together, so I can always find relevant and related objects and data when needed.

the project planning tools work well, especially when properly configured with good automation and milestones Review collected by and hosted on G2.com.

While reporting is good, I wish that I was able to show data from multiple objects at once. for instance at the project level and the board level

It can somtimes feel like there is more clicking around than necessary, although this may be a configuration issue, and our organisation has mitigated this with some UI changes. Review collected by and hosted on G2.com.

One key highlight is that since it's built directly in SFDC, it follows the same familiar UI/UX that makes it incredibly intuitive for existing Salesforce users. This eliminates the typical learning curve you'd face with standalone project management tools. The seamless transition from closed deals to project management is a game-changer (there's no gap between sales and delivery), which prevents the usual handoff issues. Compared to competitors, Precursive takes a much more custom and personal approach to implementation and support. Their team is exceptionally responsive and genuinely committed to your success, which you don't often see with larger, more generic solutions. Review collected by and hosted on G2.com.

Being Salesforce-native is both a strength and limitation. While the integration is seamless, you do inherit some of Salesforce's constraints, particularly around reporting capabilities which can feel restrictive compared to specialized BI tools. The license restrictions around individual contributors (ICs) is something I would improve, which sometimes slows down workflow when you need quick edits from team members who don't have full editing permissions. Review collected by and hosted on G2.com.

I'm the system admin for our company and we've been using Precursive since 2019. It helps us streamline and visualize onboardings. Without this, we would be using Excel and missing key steps. I've been able to connect with them many times when I have a question. Able to get support and Alex helped me solutionize some enhancements. What I like most is the ease of use for our users. They don't need to think about much as the tasks drive attention where needed. 5/5 for all the support and functionality. Review collected by and hosted on G2.com.

Reporting for me can take some time, not able to download their dashboard due to our IT security. Review collected by and hosted on G2.com.

We replaced our Outlook Task process with Precursive and have loved the experience. Our account manager has been effective, detailed, and supportive as we have grown with the application. The ease with which it sits in SFDC, allowing easy access and customer specific views have been amazing. Review collected by and hosted on G2.com.

We have not had any issues with using the service. We started with one offering and expanded to all our products. Review collected by and hosted on G2.com.

Precursive is great for managing project tasks and for capturing time spent on tasks. The ongoing customer care and support post build and go-live has been outstanding. Review collected by and hosted on G2.com.

No specific dislikes to point out. The Precursive team continues to collect customer feedback and add new functionality. Review collected by and hosted on G2.com.

The Precursive boards are integrated with Tableau and Salesforce. It has been a great tool in helping us generate necessary reports to track our projects book to the bill. There are projects with outdated delay reasons, unconfirmed contracts, projected revenues, and more. Regularly updating the Precursive will allow project managers like me to be on track with their project's timeline and make sure that everyone is updated with the status of our projects. This will also decrease any possible risks and issues moving forward. Review collected by and hosted on G2.com.

At first, some tasks were time-consuming and seemed unnecessary, but I love the flexibility and regular improvement as they have removed those tasks. We were also required to add customers on the board before, and we were unable to fix it. Hence, we just needed to tell the customer to disregard the notification sent when we added them to the board, which could be annoying on the customer's end. Also, if the account does have multiple locations, we do not have a way to mirror the dates on the same task, and it's time-consuming to add the start and end dates for all locations manually. Review collected by and hosted on G2.com.

The tool integrates with SalesForce, which we use as a repository for customer information. Easy collaboration with Sales and Support has made it efficient. The efficiency we look forward to planning the project and collaborating with technical teams easily is definitely at its best. Undoubtedly this has helped us thinking less about project management, more about improvements in different space. Review collected by and hosted on G2.com.

Customer interaction could have been improved as there is always a need for customer communication; emails are ineffective when you want to keep details. Sharing read-only helps the customer to keep track, but adding comments would have helped in improving efficiency. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 tasks Review collected by and hosted on G2.com.