# 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 commend the **exceptional customer support** provided by Precursive, enhancing their overall experience and success. (4 reviews) - Users value the **ease of use** in Precursive, enjoying its intuitive design and seamless integration with Salesforce. (4 reviews) - Users benefit from Precursive's **intuitive project management tools** , seamlessly linking data and enhancing efficiency across multiple projects. (4 reviews) - Users love the **user-friendly design** of Precursive, making project management intuitive and efficient within Salesforce. (4 reviews) - Users find the **intuitive drag-and-drop interface** of Precursive enhances efficiency and simplifies project management within Salesforce. (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 find the **access limitations** frustrating, hindering quick edits and intuitive sharing, impacting overall workflow efficiency. (3 reviews) - Users find the **limited reporting capabilities** of Precursive restrictive and wish for more comprehensive data access. (3 reviews) - Users find **reporting limitations** frustrating, wishing for more flexibility and better access to data from multiple sources. (3 reviews) - Users find **reporting limitations** frustrating, especially regarding data visibility and strict license restrictions impacting workflow. (2 reviews) - Users find the **app functionality lacking** , with too many clicks and a limited mobile experience hindering usability. (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. 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. ### 2. Integration and customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Bradley D. | CFO, Construction, Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2016 **What do you like best about Precursive?** As the admin for the product I love the integration with Salesforce. Precursive's support team has been fantastic and one of the most responsive teams I've ever worked with. Kate is the best and is always on top of things. The time difference wasn't a big deal since I would often get my questions off to them early in the morning my time and they would respond back very quickly. **What do you dislike about Precursive?** We ran into a few logic issues with the Salesforce automation but it was often as simple as a date not making sense on our Salesforce opportunity. I would like to see the implementation of a true PTO approval workflow. **Recommendations to others considering Precursive:** If you are using Salesforce then this product will be the one for you. Their ability to integrate into Salesforce, creating new jobs and assigning jobs to staff was a fantastic improvement over our old process and far better than other options I found. **What problems is Precursive solving and how is that benefiting you?** Our old method of collecting time was manual excel files. With Precursive we were able to add in workflow approval, expense workflow, and time off tracking. My users also were able to use the Salesforce1 app in order to enter their time, which was a nice benefit for our employees in the field who are not always around a computer. ### 3. Easy timesheet submissions **Rating:** 4.5/5.0 stars **Reviewed by:** Katrina H. | Content Manager, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2016 **What do you like best about Precursive?** Precursive has helped us keep track of our growing team and manage timesheets. Before Precursive, it was an absolute nightmare to see who had submitted their timesheets on time, and check whether the information was correct. Now we can just run a report, and users get email reminders automatically. It’s also great getting project and financial information through from Salesforce automatically via the integration. Our engineers also love being able to submit their timesheets on mobile! **What do you dislike about Precursive?** Precursive has to integrate with another app to generate invoices **What problems is Precursive solving and how is that benefiting you?** Our data is so much more accurate and it’s saved hours of time reformatting information from spreadsheets. We’ve set up a system where projects come through to Precursive from Salesforce when they’re about to close, so we can forecast what skills will be needed before the deal closes. Makes planning so much easier. ### 4. Precursive seems to be easy to navigate. **Rating:** 4.0/5.0 stars **Reviewed by:** Harrison F. | Cashier, Retail, Enterprise (> 1000 emp.) **Reviewed Date:** July 11, 2016 **What do you like best about Precursive?** What I like best about Precursive is that I can easily enter in my hours for the week, and it only takes a few seconds. This is nice because it doesn't take too long and distract me from other things I'm working on. **What do you dislike about Precursive?** One of the first times I used Precursive, there was a glitch that wouldn't let me enter in a holiday. I ended up figuring out how to do it, but not after quite some time. **What problems is Precursive solving and how is that benefiting you?** It solves the "business problem" of punching my hours in on a time clock. Its just as accurate and gives more autonomy to the employees. ### 5. Pretty good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2016 **What do you like best about Precursive?** Ease of use for end users to create time sheets. Support has been very good! **What do you dislike about Precursive?** The resource management functionality isn't very intuitive. **Recommendations to others considering Precursive:** Determine how important integration with SFDC is. If its your #1 need then this might be the tool for you. If not they maybe a more out of the box tool for you. **What problems is Precursive solving and how is that benefiting you?** Tracking Users time. Integration with SFDC is the key feature for us. We are heavy SFDC users and this integration help automate our processes. Once we got the reports/dashboards up and running they have been ease to use . ### 6. Neat system hides the complexity behind an intuitive interface. **Rating:** 3.5/5.0 stars **Reviewed by:** Michael F. | Senior Consultant, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2016 **What do you like best about Precursive?** Real time data entry (no save button), the slick user interface, low bandwidth synchronous connectivity. **What do you dislike about Precursive?** Lack of borders on time entry table, bank holiday recording, learning curve in implementation, some issues with availability, dependency on constant internet connectivity. **Recommendations to others considering Precursive:** Design the team & project groupings before attempting to begin setting up Ensure the design allows for scalability Hold back from granular time recording until the process has been bedded in **What problems is Precursive solving and how is that benefiting you?** Time spent on each activity provides an idea of the cost ### 7. Attractive, easy scheduling tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2016 **What do you like best about Precursive?** The resource view makes it easy to see who's available, and the drag and drop to extend bookings means we can quickly make changes. **What do you dislike about Precursive?** The default week length is 40 hours, when we work to 39 - although I believe this is coming in the next update **What problems is Precursive solving and how is that benefiting you?** We've saved time updating spreadsheets and managing timesheets. Timesheets are now submitted on time and with correct information that can be easily checked, so our data is far more accurate. It's easier to see when consultants are available, meaning we've increased utilisation rates. ### 8. Director **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2016 **What do you like best about Precursive?** I like that the cost centers have boullian search. It is fairly intuitive. Web based is essential. **What do you dislike about Precursive?** Not being able to copy and paste a week. Not having a way to pull a report on a per project basis for total hours. Also a vacation/PTO tracker would be a great feature. **Recommendations to others considering Precursive:** Easy to use. Nice solution to keeping projects accurately Billed. **What problems is Precursive solving and how is that benefiting you?** We use this to distribute hours to different projects and cost codes. ### 9. 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. ### 10. Payroll review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2016 **What do you like best about Precursive?** Easily accessible online and easy to pull up old records for easy book keeping **What do you dislike about Precursive?** Expenses were a little repetitive, would have liked a cut and paste feature for quicker entry **What problems is Precursive solving and how is that benefiting you?** None, I am just a user and it recorded my job hours and expenses ### 11. simple and easy to track **Rating:** 4.0/5.0 stars **Reviewed by:** Ramkumar R. | Associate Consultant, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2016 **What do you like best about Precursive?** Tracking by week and adding tasks. This saves time.would be good if this could be exported **What do you dislike about Precursive?** Some days are left with no tasks. Could improved to create invoice **What problems is Precursive solving and how is that benefiting you?** Saving time ### 12. Not as user friendly as I'd like, but definitely better than some other sites I've used **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2016 **What do you like best about Precursive?** Quick tracking for projects and easy "add a project" feature. **What do you dislike about Precursive?** Entering my projects weekly and my project "role" can be very tedious. **What problems is Precursive solving and how is that benefiting you?** Much easier than manually tracking projects. Excel spreadsheets have proven very inefficient for our needs. ### 13. Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2016 **What do you like best about Precursive?** It is a simple and easy website to use. Looks professional and works well **What do you dislike about Precursive?** I do not like the coding process which associates a job with a number **What problems is Precursive solving and how is that benefiting you?** None ### 14. Good overall but could be more intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Nicholas P. | Automation Test Engineer, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2016 **What do you like best about Precursive?** The reminders are useful and the interface simple to use **What do you dislike about Precursive?** The ability to not see an overall calendar view and haven't to scroll back several times can be a pain if I timesheet is overdue **What problems is Precursive solving and how is that benefiting you?** Very simple quick and easy solution to managing my timesheets ## 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?page=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-05-17+03%3A14%3A07+-0500&secure%5Bsession_id%5D=2e3c2202-2a2b-47bd-a2d7-6be8c1d5e2ed&secure%5Btoken%5D=b9eda741d3df5f10763d7705c5a364427de9499f73e1531152bd149c557a8be1&format=llm_user) ## Precursive Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## Precursive Features **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks **Planning** - Resource Definiton - Capacity - Scheduling **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 **Optimization** - Performance - Forecasting - Corrections **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Resource Management** - Resource Definiton - Capacity - Scheduling **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Analytics** - Forecasting - Reporting - KPIs **Generative AI** - AI Text Generation - AI Text Summarization **Administration** - Standard Integrations - Workflow - Access Management **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - APIs - Internationalization - Performance and Reliability - Mobile **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance ## Top Precursive Alternatives - [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) - 4.3/5.0 (683 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 (1,451 reviews) - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - 4.7/5.0 (823 reviews)