# 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 value the **exceptional customer support** from Precursive, which enhances their overall experience and success. (4 reviews)
- Users love the **ease of use** of Precursive, benefiting from its intuitive design and supportive team. (4 reviews)
- Users appreciate the **comprehensive reporting functionalities** of Precursive, enabling efficient management of multiple active projects. (4 reviews)
- Users appreciate the **user-friendly interface** of Precursive, which enhances efficiency and simplifies project management tasks. (4 reviews)
- Users find Precursive's **intuitive user interface** 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 face **access limitations** that hinder productivity, particularly with editing permissions and reporting functionalities. (3 reviews)
- Users find the **limited reporting capabilities** of Precursive restrict their ability to access and share data effectively. (3 reviews)
- Users find **reporting limitations** frustrating, hindering access to data across multiple objects and slowing down workflows. (3 reviews)
- Users find **reporting limitations** frustrating, with difficulties in multi-object data display and editing permissions hindering productivity. (2 reviews)
- Users find the **app functionality lacking** , noting excessive clicks and an unintuitive mobile sharing experience. (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 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=6&section=pricing&secure%5Bexpires_at%5D=2026-05-22+00%3A00%3A55+-0500&secure%5Bsession_id%5D=f1425a7e-e909-453c-b28d-b4defd68d5d5&secure%5Btoken%5D=bff55fb0c39c3fc1ed5d36624079dec5ad8bfb9117213f2bb1d838b49c73eeb9&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)
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