--- title: Precursive Reviews meta\_title: 'Precursive Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 64 reviews by the users' company size, role or industry to find out how Precursive works for a business like yours. aggregate\_rating: rating\_value: 4.2 review\_count: 64 scale: '5' date\_modified: '2026-08-07' parent\_category: name: ERP url: https://www.g2.com/categories/erp --- # Precursive Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Precursive but has limited features. Are you part of the Precursive team? [Upgrade your plan](https://my.g2.com/precursive/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! Precursive is a fast and flexible professional services automation solution to connect demand with delivery, improve execution and grow recurring revenue, that is 100% native to the Salesforce platform. Optimize sales, resourcing, delivery execution, customer collaboration and revenue management. Trusted by the worlds's best services teams such as Relias, Degreed, DealerTrack (COX Automotive), PagerDuty, Dutchie, Torrent Consulting. HOW WE HELP SALES - SERVICES HANDOVERS Create smooth transitions between sales, services and customer success by automating project creation from opportunities in Salesforce with the relevant staffing requirements and project plans ready to go! CUSTOMER ONBOARDING & IMPLEMENTATION Precursive combines award-winning customer onboarding & project management functionality with the leading capacity planning & resource management tool. AGILE RESOURCE MANAGEMENT Agile resourcing tool with capacity planning, utilization monitoring & simple scheduling. Easy-to-use planner so when projects shift, you can react. Gantt view & skill seeker so the right person & knowledge is found. HIGH-VELOCITY SERVICES DELIVERY Improve time-to-value with smooth services delivery. Close a new customer, launch them quickly and seamlessly transition to services delivery with project templates, Kanban boards, task allocation and easy-to-use time tracking. PROJECT ACCOUNTING Track project performance: see budgets, costings, profit & margin in clear dashboards. Forecast and recognise services revenues across all people & projects. Get rollups of all your key KPIs including billings, margins and revenues. TIMESHEET, EXPENSES & BILLING Pre-populate timesheets for billable & non-billable time + expenses. Accurate time tracking & billing reduces revenue leakage. Improve cashflow with on-time accurate invoicing. Workforce management incl. staff profiles. REPORTING & DASHBOARDS Make better decisions about your team, projects and customers across professional services. Get real-time information on capacity, demand, margins, project health, services revenues, and utilization. CUSTOMER SUCCESS Examples of how we have helped our customers include: Dealertrack | Automotive Software + $1M cost saving with increased visibility into resource management and finances. + 1.5 hours per week saved by 7 senior VPs Relias | Healthcare E-learning Software + $500k in cost savings without staff reductions and accelerated speed-to-revenue. + 34% increase on margin now easily tracked on a PS dashboard P3 Adaptive | Consultancy + 30 hours saved monthly - Streamlined systems now allow time spent on other tasks + 100% better forecasting - Financial forecasting has now doubled to 2 months * * * Seller [Precursive](https://www.g2.com/sellers/precursive) Discussions [Precursive Community](https://www.g2.com/products/precursive/discuss) Languages Supported English Solution Type All-in-One Overview by Prachi Shah (Digital Marketing Manager) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 9 months [ View More Pricing Information ](https://www.g2.com/products/precursive/pricing) ## Top-Rated Alternatives [ ![Certinia PS Cloud](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Certinia PS Cloud") Certinia PS Cloud 4.3/5(674) ](https://www.g2.com/products/certinia-ps-cloud/reviews) [ ![Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kantata Professional Services Automation (formerly Mavenlink+ Kimble)") Kantata Professional Services Automation (formerly Mavenlink+ Kimble) 4.2/5(1,572) ](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) [ ![Rocketlane](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rocketlane") Rocketlane 4.7/5(862) ](https://www.g2.com/products/rocketlane-corp/reviews) [ View All Alternatives ](https://www.g2.com/products/precursive/competitors/alternatives) ## User Insights Average based on 64 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ## Precursive Integrations (2) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Sales (formerly Salesforce Sales Cloud) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce Headless 360 Platform (formerly Salesforce Platform) ](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) Show More ![Ryan F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan F.") RF Ryan F. Vice President of Customer Delivery Mid-Market (51-1000 emp.) 10/1/2025 "Quality product, expert guidance" 5/5 What do you like best about Precursive? 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. What do you dislike about Precursive? 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. What problems is Precursive solving and how is that benefiting you? Precursive gives us a single, Salesforce-native system to manage projects, resources, and forecasting, which eliminates the need for spreadsheets and disconnected tools. It has reduced admin time, improved visibility into utilization and margins, and helped us standardize onboarding and delivery with templates. As a result, our team works more efficiently, has clearer insights for decision-making, and delivers a smoother experience to our customers. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![luke s.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "luke s.") LS luke s. Delivery Lead Mid-Market (51-1000 emp.) 8/13/2025 "feature rich software, with excellent support" 4.5/5 What do you like best about Precursive? 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. What do you dislike about Precursive? 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. What problems is Precursive solving and how is that benefiting you? precursive allows me to view all my organisations active projects in one place. I can see an overview of them broken down by various different criteria, which allows me to direct my focus more effectively. The amount of data which is held in precursive is huge, and so I can dig into any specific project quite quickly and understand and support my colleagues & reports as necessary Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Rocío B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rocío B.") RB Rocío B. Product Manager - Professional Services Enterprise (\> 1000 emp.) 8/11/2025 "Responsive team and custom approach sets Precursive apart from competitors" 4.5/5 What do you like best about Precursive? 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. What do you dislike about Precursive? 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. What problems is Precursive solving and how is that benefiting you? Precursive has been a real game-changer for our organization by solving several critical operational challenges. First, it eliminated the need for separate project management systems by bringing everything directly into Salesforce, creating a single source of truth for our entire business process. The built-in automations have significantly reduced manual effort across our project workflows, freeing up our team to focus on higher-value activities rather than administrative tasks. One of the biggest benefits has been consolidating our time tracking: we no longer need separate tools since everything can be managed in the same platform where we're already working. This has dramatically improved adoption rates and data accuracy since our team isn't juggling multiple systems. Perhaps most importantly, Precursive has improved our revenue tracking process and provided unprecedented visibility into key business metrics. The seamless flow from opportunity to project delivery to revenue recognition has eliminated the data gaps and manual reconciliation we used to struggle with between different systems, while giving leadership the visibility they need to drive strategic decisions. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Gary G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gary G.") GG Gary G. Supervisor of Analytics Mid-Market (51-1000 emp.) 8/11/2025 "Amazing Service and Amazing Product" 5/5 What do you like best about Precursive? Im the system admin for our company and we've been using Precursive sin e 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 dont 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. What do you dislike about Precursive? 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. What problems is Precursive solving and how is that benefiting you? Onboarding, this is solely what we use this for Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite SS Steven S. Treasury Innovations Manager Enterprise (\> 1000 emp.) 8/12/2025 "Implementation improvement!" 5/5 What do you like best about Precursive? 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. What do you dislike about Precursive? 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. What problems is Precursive solving and how is that benefiting you? Precursive allows us to automate workflows for project management, specifically with the implementation/onboarding of our customers. We use the client access, as well and multiple internal views and reporting to help manage our workload. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Biotechnology") AB Verified User in Biotechnology Mid-Market (51-1000 emp.) 8/11/2025 "Great Customer Support" 5/5 What do you like best about Precursive? 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. What do you dislike about Precursive? 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. What problems is Precursive solving and how is that benefiting you? Precursive enables our business to manage project tasks and documentation within Salesforce.com. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic CQ Czarmaine Q. P Mid-Market (51-1000 emp.) 3/1/2022 "Precursive Review for Mitel PM" 4.5/5 What do you like best about Precursive? 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. What do you dislike about Precursive? 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 o mirror the dates on 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. Recommendations to others considering Precursive: Have patience in adding the dates as it will benefit you at the end. This way, you can easily track the progress of your projects. Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? 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. Time management is vital to our success as project managers. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Piyush W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Piyush W.") PW Piyush W. Head of Technical Consultancy Mid-Market (51-1000 emp.) 2/24/2022 "Project Management Made Efficient" 4.5/5 What do you like best about Precursive? 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. What do you dislike about Precursive? 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. What problems is Precursive solving and how is that benefiting you? Project Management has made easy, which has helped us get rid of unwanted excel sheets and other tools that were required to be used separately. We are leveraging our resources to manage the project is transparent and accessible, and we are focussing more on customer interaction. Review collected by and hosted on G2.com. Show More 8/24/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Jenny N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jenny N.") JN Jenny N. Implementation Consultant Mid-Market (51-1000 emp.) 2/22/2022 "Good in concept, but clunky" 1.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering Precursive: Always ensure you allow your consultants to pilot the tool first to see if they like the UI/UX. Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? We finally have data for how long our projects are consuming time! This is huge as we are growing our PS team. I definitely like knowing how much time I have spent at the end of the week, especially when I need to report on which accounts are taking up most of my time. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Hogan D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hogan D.") HD Hogan D. Launch Manager Mid-Market (51-1000 emp.) 2/22/2022 "Organization Key to Success!" 5/5 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. Review collected by and hosted on G2.com. 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 tasks Review collected by and hosted on G2.com. Recommendations to others considering Precursive: I think this is a great product. I have even thought about going back to my previous company to tell them about the benefits because I think it is such a value add. Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? For sure organization, It helps significantly to ensure nothing is left behind. It is also a very easy way for leadership to track the progress of a project without the time commitment of meeting to review Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Precursive? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Precursive ](https://www.g2.com/products/precursive/discussions/new) GU Guest User What is Precursive used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-precursive-used-for) CQ Czarmaine Quemuel • Last activity over 4 years ago Additional Enhancement 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/additional-enhancement) [ View all Discussions ](https://www.g2.com/products/precursive/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 9 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/precursive/pricing) Precursive Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_238598d7c4a8c5924a0601c7ed740c8f/certinia-ps-cloud.png "Product Avatar Image") Certinia PS Cloud 4.3/5(674) [ Compare Now ](https://www.g2.com/compare/certinia-ps-cloud-vs-precursive) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e10379688b9627fab5d4f638b4867ccf/kantata-professional-services-automation-formerly-mavenlink-kimble.png "Product Avatar Image") Kantata Professional... 4.2/5(1,572) [ Compare Now ](https://www.g2.com/compare/kantata-professional-services-automation-formerly-mavenlink-kimble-vs-precursive) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a2a34d3f011cdac0ec2678a5ec353eb1/klient-psa.png "Product Avatar Image") Klient PSA 4.5/5(84) [ Compare Now ](https://www.g2.com/compare/klient-psa-vs-precursive) ##### ##### Precursive Features Tasks Creation & Assignment Due Dates Task Prioritization Projects Planning Project Map Calendar View Resource Management Capacity Scheduling Project Monitoring Baselining / KPIs Activity Dashboard [ View More Features ](https://www.g2.com/products/precursive/features) ##### Categories on G2 [Project Management](https://www.g2.com/categories/project-management)[Professional Services Automation](https://www.g2.com/categories/professional-services-automation)[Resource Management](https://www.g2.com/categories/resource-management) [Project Management](https://www.g2.com/categories/project-management)[Professional Services Automation](https://www.g2.com/categories/professional-services-automation)[Resource Management](https://www.g2.com/categories/resource-management)[Client Onboarding](https://www.g2.com/categories/client-onboarding) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which social media analytics platform offers the most comprehensive reporting?](https://www.g2.com/discussions/which-social-media-analytics-platform-offers-the-most-comprehensive-reporting)[Which applicant tracking systems do professional recruiters trust most based on real user reviews?](https://www.g2.com/discussions/what-s-the-best-ats-for-companies-running-multiple-open-roles-and-hiring-processes-simultaneously)[KTern.AI vs CAST Highlight for an enterprise IT team evaluating cloud migration assessment tools: which gives a more complete automated discovery and cloud readiness picture across a large on-premises application portfolio?](https://www.g2.com/discussions/ktern-ai-vs-cast-highlight-for-an-enterprise-it-team-evaluating-cloud-migration-assessment-tools-which-gives-a-more-complete-automated-discovery-and-cloud-readiness-picture-across-a-large-on-premises-application-portfolio) [Most recommended lead intelligence service for consultants](https://www.g2.com/discussions/most-recommended-lead-intelligence-service-for-consultants)[What's the best service for automated demos for apps](https://www.g2.com/discussions/what-s-the-best-service-for-automated-demos-for-apps)[Pros and Cons Details](https://www.g2.com/products/precursive/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)