--- 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 ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") EI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 2/22/2022 "Great onboarding process automation tool" 4.5/5 What do you like best about Precursive? Top of my "like list" is the ease in which new task templates can be created, edited and launched. Whilst some of the functionality within Precusrive does require Salesforce admin knowledge, it is simple to create new automated process flows and boards. The layout of boards is clean and easy to follow and Precusrive allows for 3 different board views, the board and plan views being 2 which really provide great and clear oversight of my projects. Review collected by and hosted on G2.com. What do you dislike about Precursive? Precursive can be slow to load within accounts and can their customer views could be better, specifically the look and feel and ability to have clients interact with boards. Precursive support team can be slow to respond to queries and do not always come back with the best responses but their help centre is great. Review collected by and hosted on G2.com. Recommendations to others considering Precursive: Ensure that the statement of work created fully meets all of your requirements, there is little to no room for extra support from the team once agreed. Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? Prior to Precursive we found salesforce clunky and cumbersome when it came to onboarding clients, specifically the process flows, triggers and tasks that we were able to create. Precursive saves our team on average 2 hours per day through the use of pre-defined tasks lists and automated board creation. On top of huge time savings, having a clear overview of all onboardings and projects in one place is invaluable. We can now log time against all tasks and projects, helping us to understand what tasks take time and where time savings can be made. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Management Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Management Consulting") CM Verified User in Management Consulting Small-Business (50 or fewer emp.) 9/7/2021 "Effortlessly track time, to dos, resource availability and project budgets" 5/5 What do you like best about Precursive? Repeatable services processes can be baked into task templates with time estimates. These time estimates automatically become potential time logs, projected project costs and reserved time on Precursive resource availability calendars. It's amazing how one record can provide so much business value! Review collected by and hosted on G2.com. What do you dislike about Precursive? Precursive Plan view is fantastic - it gives me that "nirvana state" of being able to see who is available when and also to find people who can deliver unassigned work on a project. I wish I could easily add additional fields to be displayed on each row of data, like a List View, but I have to use a Custom Setting instead to make these types of changes. Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? Being able to templatize repeatable services work to automate customer onboarding, make it easy for new hires to onboard, and even automate timesheets. Review collected by and hosted on G2.com. Show More 3/7/2022 Current UserValidated ReviewerSource: Organic CC Colleen C. Contract Administrator Enterprise (\> 1000 emp.) 5/24/2022 "Ease of Use" 5/5 What do you like best about Precursive? Ease of use - everything in one spot -great Appreciate all aspects All features work great N/A Review collected by and hosted on G2.com. What do you dislike about Precursive? There is nothing that I dislike Nothing missing No - everything works No - everything works I don't know I don't know None that I see at this time None that I see at this time Review collected by and hosted on G2.com. Recommendations to others considering Precursive: Great product! Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? Ability to track multiple projects and house everything in one site - Yes we benefit from using this software Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Marna S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marna S.") MS Marna S. Account Executive Mid-Market (51-1000 emp.) 5/24/2022 "Very easy to keep track of where your deals are going" 5/5 What do you like best about Precursive? I like that it emailes me in the morning so I can make sure everything looks great first thing when I check my email. Review collected by and hosted on G2.com. What do you dislike about Precursive? Nothing really honestly, its been super helpful Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? I have all of my deals and the progress they are in right in front of my email first thing I wake up. That automatically eliminates me searching through each account to find out whats going on. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") AM Verified User in Marketing and Advertising Mid-Market (51-1000 emp.) 2/22/2022 "Great user friendly platform" 5/5 What do you like best about Precursive? My favorite feature of precusive is the task automatization feature. You are able to create tasks that are dependent upon each other. Once one task is complete the next task will appear in the queue for production to start working on, creating less micromanagement work for project managers and allowing the system to monitor the tedious task updates so we can be more productive and focus on other objectives. Review collected by and hosted on G2.com. What do you dislike about Precursive? I wish the system allowed you to approve or reject creative within the board instead of having to click within the task and pull up another window to reject or approve. This would eliminate multiple clicks and save time for project managers. Review collected by and hosted on G2.com. Recommendations to others considering Precursive: Stated above Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? Problems - Solving client issues within their perspective boards with production. Benefits - Being able to collaborate with production on items in one place where all information is housed and saved for future records. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 2/22/2022 "Helpful Managing Projects!" 4.5/5 What do you like best about Precursive? The ability to see outstanding tasks, progress made, and overview of all project boards. I just discovered the repeat task feature and that has been a tremendous help! Review collected by and hosted on G2.com. What do you dislike about Precursive? I have some features that I cannot see/edit in the preferred view I use, so I have to switch back and forth between views, which adds quite a few extra clicks. Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? Tracking team capacity and managing projects. This allows our team to forecast and allocate projects fairly, giving customers a great experience when each member has capacity. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 9/9/2021 "Great for our PS team's productivity" 5/5 What do you like best about Precursive? We have a fast growing team and handle high volumes of projects. We've usually got 3-4 people per project and this tool helps us manage their capacity much more easily. I can see the margin and revenue associated with delivery in real-time which means I'm not waiting till the end of the month to make adjustments. Review collected by and hosted on G2.com. What do you dislike about Precursive? Nothing at the moment, support team is very responsive when we've had to use them which is rarely atm. Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? We used spreadsheets and a timesheet app previously, so we had no forward view of availability, capacity or an accurate view of our revenue forecast. We previously couldn't really track costs or margins at project level, but only at a department level, so we have much more visibility now. The key metric we focus on is TTV, and we've reduced our av. delivery time by 45 days which is a great start! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Alex F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex F.") AF Alex F. Founder Mid-Market (51-1000 emp.) 2/4/2022 "Great tool for fast moving SaaS companies" 4.5/5 What do you like best about Precursive? Single visibility of resourcing aligned with opportunity forecasts in the same system really drives business impact. I like the ability extend and customize the tool to look at project health and then integrate the data to our CS platform. Review collected by and hosted on G2.com. What do you dislike about Precursive? Being based on salesforce, sometimes the configuration can be cumbersome. Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? We have much tighter alignment with mobilization and opportunity closure, reducing overrunning and improving margin. Review collected by and hosted on G2.com. Show More 12/24/2023 Validated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 3/1/2022 "Preliminary Review" 4.5/5 What do you like best about Precursive? The Customizable Dashboard features are great to work with. Review collected by and hosted on G2.com. What do you dislike about Precursive? Not many complaints. I don't feel that there is anything missing. Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? Helps to manage my daily provision of accounts. Also used for auditing for data integrity. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Alexandria M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alexandria M.") AM Alexandria M. Imp Mid-Market (51-1000 emp.) 2/22/2022 "Kickoff Call Review" 5/5 What do you like best about Precursive? How natural Doug sounded during the training especially considering it was his first one! Review collected by and hosted on G2.com. What do you dislike about Precursive? Take additional pauses throughout the training to ask questions & check-in with client Review collected by and hosted on G2.com. What problems is Precursive solving and how is that benefiting you? keep track of projects Review collected by and hosted on G2.com. Show More Validated 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 [Best auto dialer software with CRM integration](https://www.g2.com/discussions/best-auto-dialer-software-with-crm-integration-what-s-your-opinion)[Top tools for automating software deployment pipelines](https://www.g2.com/discussions/top-tools-for-automating-software-deployment-pipelines)[Virtual Data Room Software](https://www.g2.com/discussions/how-are-teams-using-virtual-data-room-software-for-real-deals) [Best tools for combining buyer intent data with ABM campaigns](https://www.g2.com/discussions/what-are-the-best-tools-for-combining-buyer-intent-data-with-abm-campaigns)[Which outbound call tracking tool is the top choice for startups](https://www.g2.com/discussions/which-outbound-call-tracking-tool-is-the-top-choice-for-startups-in-2025)[Pros and Cons Details](https://www.g2.com/products/precursive/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)