---
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: '2026-08-04'
parent_category:
  name: ERP
  url: https://www.g2.com/categories/erp
---

# Precursive Reviews
**Vendor:** Precursive  
**Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 64
## About Precursive
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



## Precursive Pros & Cons
**What users like:**

- Users praise the **exceptional customer support** of Precursive, appreciating their responsiveness and commitment to success. (4 reviews)
- Users highlight the **ease of use** of Precursive, making task management intuitive and boosting efficiency for teams. (4 reviews)
- Users appreciate the **ease of project management** with Precursive, benefiting from intuitive tools and exceptional support. (4 reviews)
- Users value the **user-friendly interface** of Precursive, enhancing efficiency and making project management intuitive. (4 reviews)
- Users find Precursive to be **intuitive** , enhancing efficiency with seamless integration and a familiar Salesforce interface. (3 reviews)
- Task Management (3 reviews)
- Time Tracking (3 reviews)
- Users appreciate the **automation capabilities** of Precursive, enhancing project planning efficiency and data management seamlessly. (2 reviews)
- Ease of Learning (2 reviews)
- Easy Integration (2 reviews)

**What users dislike:**

- Users express concerns about **access limitations** , finding the mobile experience and sharing options less intuitive than desired. (3 reviews)
- Users express frustration with **limited reporting capabilities** , hindering the ability to analyze data across multiple objects efficiently. (3 reviews)
- Users experience **restrictive reporting capabilities** in Precursive, leading to inefficiencies and complexities in data management. (3 reviews)
- Users note **limitations in reporting and permissions** that can hinder efficiency and require unnecessary navigation. (2 reviews)
- Users find the **app functionality lacking** , citing excessive clicks and a limited mobile experience as major drawbacks. (1 reviews)
- Users find the **cluttered interface** can lead to excessive clicking, impacting the overall navigation experience. (1 reviews)
- Complexity (1 reviews)
- Complex UI (1 reviews)
- Complex Usability (1 reviews)
- Dashboard Issues (1 reviews)

## Precursive Reviews
  ### 1. Helpful solution to organizing multiple projects with tasks & subtasks.

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 22, 2022

**What do you like best about Precursive?**

Great layout using lists and tasks showing progress at a quick glance.

**What do you dislike about Precursive?**

Involved setup requiring lots of custom settings leading to a longer than expected implementation. Program also runs with some error messages even after setup.

**Recommendations to others considering Precursive:**

Ensure your requirements are clear and that testing is done before going to Production to ensure all expectations are met without bugs.

**What problems is Precursive solving and how is that benefiting you?**

Precursive has allowed me to stay organized by keeping all projects in one place. It helps me visualize where my next priorities are.

  ### 2. Has Potential

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 03, 2022

**What do you like best about Precursive?**

I have visibility into PS schedules and commitments. It is embedded in Salesforce, where I spend most of my time, so no need to move between two platforms.

**What do you dislike about Precursive?**

Not yet intuitive enough to pick up on the fly, especially as someone who wasn't part of the initial implementation/training. I'm not sure we have the full feature set, and there may be some obstacles purely due to how our teams are using the software so far. For example, we have four teams that touch the customer during the implementation process and other PS projects. The only notes in the systems are from our PS Ops team, but PS notes (the people performing the work with the customer) have notes scattered in email and chat; it would be best if all notes where maintained here, but it could get confused between them and the other teams that touch the customer during implementation and other PS projects.

**What problems is Precursive solving and how is that benefiting you?**

Accounting management for purchased PS time. We have a much easier time keeping track of and viewing how much time a customer has purchased and what has already been used.

  ### 3. Task and time management works well. Need more bidirectional sync and connection to standard objects

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 01, 2022

**What do you like best about Precursive?**

Management of tasks on the OBX boards is clear and easy to perform. I like that I am able to see all of the boards at once, so that I can reduce the amount of clicks needed to mark off work on multiple accounts.

**What do you dislike about Precursive?**

I should be able to write to OBX boards from my precursive timesheet. This would reduce the amount of back and forth needed to submit a time sheet. Currently this can add several hours of work to your week.  Also, as we email customers back and forth, that activity should relate back to the time board. That way I don't need to remember the activities done that week. Precursive sees them related to the board and I can stamp the time spent on them.

**What problems is Precursive solving and how is that benefiting you?**

Precursive gives me an idea of where I am with my projects. It allows us to see how much time is needed to staff customer projects. It has yet to provide an increase in performance, however. I need more connectivity to my email/ call activity and agility for this to truly give me time back in my day.

  ### 4. not expert precursive user, but wish integration into salesforce was more straightforward

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2021

**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

  ### 5. Not the best time sheet management software

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 10, 2017

**What do you like best about Precursive?**

Once it's setup correctly which takes a lot of effort, it'/ reporting facilities are brilliant.

**What do you dislike about Precursive?**

We are constantly having to make manual changes to fix project code ownership, database synchronization etc.

**Recommendations to others considering Precursive:**

Ensure that it the backend integration is fully tested before going live.

**What problems is Precursive solving and how is that benefiting you?**

Centralized time sheet management, tracking and approvals.

  ### 6. Needs work, but shows potential 

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 17, 2016

**What do you like best about Precursive?**

Once you have become used to the idiosyncrasies of Precursive, it is a fast and thus far reliable timesheet system.

**What do you dislike about Precursive?**

The user interface is non-intuitive, at time infuriating, and not at all easy to learn. Finding your own records is nigh impossible, you cannot track your annual allowance of paid holidays, and needing to add "normal time" for normal work time ever single week is infuriating. It should just be there by default. Also, you can't submit future holiday notification, so it doesn't provide a heads-up and reminder to HR/management.

**Recommendations to others considering Precursive:**

Try before you buy.

**What problems is Precursive solving and how is that benefiting you?**

Relatively fast timesheet completion.


## Precursive Discussions
  - [Additional Enhancement](https://www.g2.com/discussions/additional-enhancement) - 1 comment, 1 upvote
  - [Does Precursive produce invoices?](https://www.g2.com/discussions/does-precursive-produce-invoices) - 1 comment, 1 upvote
  - [Do we have to be using Salesforce to use Precursive?](https://www.g2.com/discussions/do-we-have-to-be-using-salesforce-to-use-precursive) - 1 comment, 1 upvote
  - [What software does Precursive integrate with?](https://www.g2.com/discussions/2391-what-software-does-precursive-integrate-with) - 1 comment, 1 upvote

- [View Precursive pricing details and edition comparison](https://www.g2.com/products/precursive/reviews?filters%5Bnps_score%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-06+04%3A25%3A40+-0500&secure%5Bsession_id%5D=f17056d1-c23e-4676-94fd-257159a73847&secure%5Btoken%5D=6647e08ff9d4ee5a6e9ed10c2800b710dd6fbe90d56b62b6b1d29e5eb623a1ae&format=llm_user)
## Precursive Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)

## Precursive Features
**Tasks**
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependencies
- Mass Updates
- Drag & Drop
- Recurring Tasks
- Real-Time Updates

**Planning**
- Resource Definiton
- Capacity
- Scheduling
- Real-Time Data

**Customer Management**
- Customer Profiles
- Sales
- Marketing
- Client Portal

**Onboarding Setup**
- Workflows
- Templates
- Checklists

**Projects**
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Project Budgeting
- Issue Tracking
- Templates
- Critical Path
- Time & Expense
- Methodologies
- Project Time Tracking
- Bug Tracking
- Milestone Tracking
- Task Progress Tracking
- Activity Tracking
- Project Tracking
- Status Tracking
- Progress Tracking
- Agile Methodologies
- Sprint Planning
- Project Planning
- Release Planning
- Multiple Projects
- Multi-Department/Project
- Customizable Templates
- Project Templates
- Gantt/Timeline View
- Percent-Complete Tracking
- Reporting/Project Tracking
- Goal Setting/Tracking
- Time Tracking
- Traditional Methodologies
- Task Planning

**Optimization**
- Performance
- Forecasting
- Corrections

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
- Resource Allocation & Planning
- Progress Tracking
- Project Time Tracking

**Project Tracking**
- Monitoring
- Resources
- Content
- Tasks
- Optimization
- Kanban Board
- Goal Setting/Tracking
- Communication Management

**Additional Functionality**
- Calendar Management
- Shop Floor Management
- Performance Management
- Real-Time Monitoring
- KPI Monitoring
- Availability Management
- Third-Party Integration
- Drag & Drop
- Project Management
- Activity Dashboard
- Recommendations
- Collaboration Tools
- Equipment Management
- Task Management
- Gantt/Timeline View
- Progress Tracking
- Alerts/Notifications
- "What If" Scenarios
- AI Copilot
- For Manufacturers
- Real-Time Reporting
- Mobile Access
- Cost Management
- Scenario Planning
- Historical Database
- Inventory Control
- Reporting/Analytics
- Generative AI
- Time Tracking
- Resource Management
- Predictive Analytics
- Resource Allocation & Planning
- Projections
- Prioritization
- Search/Filter
- Timesheet Management
- Workflow Management
- Skills Tracking
- Utilization Reporting
- Approval Process Control
- Access Controls/Permissions
- Third-Party Integrations
- Reporting & Statistics
- Customizable Reports
- Commenting/Notes
- API
- Project Planning
- Assignment Management
- Customizable Fields
- Multiple Projects
- Time & Expense Tracking
- Resource Request
- Data Import/Export
- Reporting/Project Tracking
- Capacity Management
- Real-Time Notifications
- Real-Time Updates
- Project Templates
- Document Management

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling
- Task Scheduling
- Project Planning/Scheduling

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking
- Time & Expense Tracking
- Activity Tracking
- Billable Items Tracking
- Document Management
- Multiple Projects

**Customer Engagement**
- Portal
- Engagement
- Branding
- Visibility
- Collaboration
- Customizable Branding

**Additional Functionality**
- Commenting/Notes
- API
- Third-Party Integrations
- Task Management
- Alerts/Notifications
- Drag & Drop
- Performance Metrics
- Reporting & Statistics
- Time Tracking
- Data Security
- Single Sign On
- Activity Tracking
- Customizable Fields
- Content Management
- Churn Management
- Ad hoc Analysis
- Client Management
- Chat/Messaging
- Forecasting
- Mobile Access
- Form Builder
- Surveys & Feedback
- Revenue Management
- Onboarding
- Workflow Management
- AI Copilot
- Calendar Management
- Compliance Management
- Client Database
- Electronic Forms
- Gantt/Timeline View
- Client Tracking
- To-Do List
- Document Management
- Generative AI
- Self Service Tools
- Customer Segmentation
- Role-Based Permissions
- Data Import/Export
- Collaboration Tools
- Electronic Signature
- Task Progress Tracking
- Audit Trail
- Reminders
- Online Payments
- Activity Dashboard
- Document Generation
- Real-Time Data
- CRM
- Email Management
- Multi-Language

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Dashboards
- Activity Dashboard

**Portfolio Management**
- Portfolio Definition
- Portfolio Performance
- Risk
- Portfolio Mix

**Analytics**
- Forecasting
- Reporting
- KPIs
- Real-Time Reporting

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Administration**
- Standard Integrations
- Workflow
- Access Management
- Email Management
- Workflow Management
- Task Management
- Portfolio Management
- Calendar Management
- Timesheet Management
- Accounting Integration
- Third-Party Integrations

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- File Transfer

**Additional Functionality**
- Backlog Management
- API
- Retrospectives Management
- Task Management
- Access Controls/Permissions
- Supports Scrum
- Team Management
- Kanban Board
- Request Management
- Commenting/Notes
- Charting
- @mentions
- Planning Tools
- Projections
- Collaboration Tools
- Calendar Management
- Email Management
- Project Workflow
- Deadline Management
- Role-Based Permissions
- Alerts/Notifications
- Reporting & Statistics
- Customizable Fields
- AI Copilot
- Resource Management
- Workflow Management
- Template Management
- Negative Feedback Management
- Data Import/Export
- File Management
- Assignment Management
- Progress Reports
- Budget Management
- Real-Time Reporting
- Real-Time Notifications
- Requirements Management
- Search/Filter
- Issue Management
- Document Management
- Release Management
- For IT Project Management
- Product Roadmapping
- Change Management
- Mobile App
- Portfolio Management
- Testing/QA Management
- Billing & Invoicing
- Risk Management
- Web-based Deployment
- Idea Management
- Client Portal
- File Sharing
- Version Control
- Availability Management
- Productivity Analysis
- Multi-Channel Communication
- Forecasting
- Key Performance Indicators
- Remote Support
- Predictive Analytics
- Tagging
- Feedback Management
- User Management
- Network Diagram
- Project Management
- Document Storage
- Visualization
- Customizable Reports
- Time Clock
- Reminders
- Daily Reports
- Configurable Workflow
- Roadmapping
- Iteration Management
- Timeline Management
- KPI Monitoring
- For Small Businesses
- Chat/Messaging
- Messaging

**Platform**
- APIs
- Internationalization
- Performance and Reliability
- Mobile

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Proposal Generation
- Generative AI

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Activity Dashboard
- Gantt/Timeline View
- Quotes/Estimates
- Collaboration Tools
- Customizable Fields
- CRM
- AI Copilot
- Customizable Reports
- Performance Metrics
- Access Controls/Permissions
- Billing & Invoicing
- Approval Process Control
- Reporting & Statistics
- Project Templates
- Task Scheduling
- Real-Time Data
- Document Storage
- Drag & Drop

## Top Precursive Alternatives
  - [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) - 4.3/5.0 (644 reviews)
  - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) - 4.2/5.0 (1,506 reviews)
  - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - 4.7/5.0 (834 reviews)