---
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
**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. Responsive team and custom approach sets Precursive apart from competitors

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rocío B. | Product Manager - Professional Services, Enterprise (> 1000 emp.)

**Reviewed Date:** August 11, 2025

**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.

**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.

**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.

  ### 2. Amazing Service and Amazing Product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gary G. | Supervisor of Analytics, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 11, 2025

**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.

**What do you dislike about Precursive?**

Reporting for me can take some time, not able to download their dashboard due to our IT security.

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

Onboarding, this is solely what we use this for

  ### 3. Implementation improvement!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steven S. | Treasury Innovations Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 12, 2025

**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.

**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.

**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.

  ### 4. Great Customer Support

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 11, 2025

**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.

**What do you dislike about Precursive?**

No specific dislikes to point out. The Precursive team continues to collect customer feedback and add new functionality.

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

Precursive enables our business to manage project tasks and documentation within Salesforce.com.


## 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%5Bsentiment_snippet%5D=2251184&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+11%3A31%3A52+-0500&secure%5Bsession_id%5D=075281be-5844-4b84-aced-4b4f405b8b6b&secure%5Btoken%5D=55860f135afa33b080cd532865e25ccc7fda82aced4e8686372e3cdea0af5313&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
- Traditional Methodologies

**Optimization**
- Performance
- Forecasting
- Corrections

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

**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
- Workflow Automation

**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
- Customer 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
- Activity Dashboard
- 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
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