# 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. Quality product, expert guidance **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan F. | Vice President of Customer Delivery, Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2025 **What do you like best about Precursive?** Precursive is fully native to Salesforce, so everything lives in one place with no need to duplicate data or switch tools. The reporting and forecasting provide great visibility once configured, and the task/project templates help us standardize delivery while reducing admin time. The drag-and-drop boards are intuitive, and our team has seen real efficiency gains. Most importantly, the Precursive team is highly responsive and supportive, making onboarding and ongoing success smooth. **What do you dislike about Precursive?** Some actions take too many clicks, the mobile experience is limited, and the external sharing isn't as inuitive as I'd like. **What problems is Precursive solving and how is that benefiting you?** Precursive gives us a single, Salesforce-native system to manage projects, resources, and forecasting, which eliminates the need for spreadsheets and disconnected tools. It has reduced admin time, improved visibility into utilization and margins, and helped us standardize onboarding and delivery with templates. As a result, our team works more efficiently, has clearer insights for decision-making, and delivers a smoother experience to our customers. ### 2. feature rich software, with excellent support **Rating:** 4.5/5.0 stars **Reviewed by:** luke s. | Delivery Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2025 **What do you like best about Precursive?** I manage a team of project managers and find the amount of data which can be handled within it to be very useful. Particularly the reporting functionality allows me to keep abreast of hundreds of active projects relatively easily. I like how there are multiple levels of objects which are sensibly linked together, so I can always find relevant and related objects and data when needed. the project planning tools work well, especially when properly configured with good automation and milestones **What do you dislike about Precursive?** While reporting is good, I wish that I was able to show data from multiple objects at once. for instance at the project level and the board level It can somtimes feel like there is more clicking around than necessary, although this may be a configuration issue, and our organisation has mitigated this with some UI changes. **What problems is Precursive solving and how is that benefiting you?** precursive allows me to view all my organisations active projects in one place. I can see an overview of them broken down by various different criteria, which allows me to direct my focus more effectively. The amount of data which is held in precursive is huge, and so I can dig into any specific project quite quickly and understand and support my colleagues & reports as necessary ### 3. 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. ### 4. 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 ### 5. 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. ### 6. 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. ### 7. Precursive Review for Mitel PM **Rating:** 4.5/5.0 stars **Reviewed by:** Czarmaine Q. | P, Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Precursive?** The Precursive boards are integrated with Tableau and Salesforce. It has been a great tool in helping us generate necessary reports to track our projects book to the bill. There are projects with outdated delay reasons, unconfirmed contracts, projected revenues, and more. Regularly updating the Precursive will allow project managers like me to be on track with their project's timeline and make sure that everyone is updated with the status of our projects. This will also decrease any possible risks and issues moving forward. **What do you dislike about Precursive?** At first, some tasks were time-consuming and seemed unnecessary, but I love the flexibility and regular improvement as they have removed those tasks. We were also required to add customers on the board before, and we were unable to fix it. Hence, we just needed to tell the customer to disregard the notification sent when we added them to the board, which could be annoying on the customer's end. Also, if the account does have multiple locations, we do not have a way o mirror the dates on same task, and it's time-consuming to add the start and end dates for all locations manually. **Recommendations to others considering Precursive:** Have patience in adding the dates as it will benefit you at the end. This way, you can easily track the progress of your projects. **What problems is Precursive solving and how is that benefiting you?** Regularly updating the Precursive will allow project managers like me to be on track with their project's timeline and make sure that everyone is updated with the status of our projects. This will also decrease any possible risks and issues moving forward. Time management is vital to our success as project managers. ### 8. Project Management Made Efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Piyush W. | Head of Technical Consultancy, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Precursive?** The tool integrates with SalesForce, which we use as a repository for customer information. Easy collaboration with Sales and Support has made it efficient. The efficiency we look forward to planning the project and collaborating with technical teams easily is definitely at its best. Undoubtedly this has helped us thinking less about project management, more about improvements in different space. **What do you dislike about Precursive?** Customer interaction could have been improved as there is always a need for customer communication; emails are ineffective when you want to keep details. Sharing read-only helps the customer to keep track, but adding comments would have helped in improving efficiency. **What problems is Precursive solving and how is that benefiting you?** Project Management has made easy, which has helped us get rid of unwanted excel sheets and other tools that were required to be used separately. We are leveraging our resources to manage the project is transparent and accessible, and we are focussing more on customer interaction. ### 9. Good in concept, but clunky **Rating:** 1.5/5.0 stars **Reviewed by:** Jenny N. | Implementation Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Precursive?** I am pleasantly surprised that this tool has a pretty solid integration with SFDC. I've used many time tracking tools in the past, and they usually freeze up in SFDC. **What do you dislike about Precursive?** OBX boards are not a bidirectional sync with the timecard, which makes time tracking even more tedious. I thought our team training was not catered to our use case, so my team and I had to do a lot of self-learning in our own time. **Recommendations to others considering Precursive:** Always ensure you allow your consultants to pilot the tool first to see if they like the UI/UX. **What problems is Precursive solving and how is that benefiting you?** We finally have data for how long our projects are consuming time! This is huge as we are growing our PS team. I definitely like knowing how much time I have spent at the end of the week, especially when I need to report on which accounts are taking up most of my time. ### 10. Organization Key to Success! **Rating:** 5.0/5.0 stars **Reviewed by:** Hogan D. | Launch Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Precursive?** This tool is a huge help for organizing my projects. As a project manager, it is so helpful to have all required tasks in one place and a huge time saver when it comes to creating tickets for other teams. **What do you dislike about Precursive?** Sometimes I have unique partners that don't fit the mold of my precursive board perfectly. It isn't hard to move tasks that are not needed but I wish there were templates for frequently added tasks **Recommendations to others considering Precursive:** I think this is a great product. I have even thought about going back to my previous company to tell them about the benefits because I think it is such a value add. **What problems is Precursive solving and how is that benefiting you?** For sure organization, It helps significantly to ensure nothing is left behind. It is also a very easy way for leadership to track the progress of a project without the time commitment of meeting to review ## 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/precursive-review-5155564?section=pricing&secure%5Bexpires_at%5D=2026-05-16+00%3A54%3A41+-0500&secure%5Bsession_id%5D=c377d9fa-f4d4-4901-99d3-cbf025e53840&secure%5Btoken%5D=c9415c150356600a044c181f3a273adf4d54811fdf25d45de5109b45143bd0cc&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 (822 reviews)