--- title: "Precursive Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Precursive Software - reviews, pricing plans, popular comparisons to other Professional Services Automation products and more." source_url: "https://www.capterra.com/p/141316/Precursive/" page_type: "product" language: "en" --- # Precursive Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Precursive ## What is Precursive? PLAN. TRACK. FORECAST. Your Services Delivery Precursive products help businesses manage and improve customer implementation, project management and professional services delivery, all in Salesforce. See time-to-value faster. Get, grow and retain customers with easy-to-use apps for project management, resource management and professional services automation (PSA). Precursive gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce. ## What is Precursive used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/)[Resource Management](https://www.capterra.com/resource-management-software/)[Project Management](https://www.capterra.com/project-management-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $40 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Precursive?[Manage this product listing](https://www.g2.com/products/precursive/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Precursive 4.0 (4) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $40 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.0 (4) Ease Of Use 4.5 (6,068) Value For Money 3.5 (2) Value For Money 4.3 (4,685) Customer Service 4.0 (3) Customer Service 4.4 (4,478) ## Precursive alternatives [4.5 (1,621)](https://www.capterra.com/p/136078/Float/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Asana](https://www.capterra.com/p/184581/Asana-PM/) [4.5 (13,703)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184581/Asana-PM/) [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) [4.5 (3,552)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79104/Smartsheet/) [Project Insight](https://www.capterra.com/p/20129/Project-Insight/) [4.5 (94)](https://www.capterra.com/p/20129/Project-Insight/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/20129/Project-Insight/) ## FAQs about Precursive Overview ### What company size and specific industries is Precursive built for? Precursive is designed for services teams in businesses of all sizes, especially professional services organizations that need to improve productivity, shorten time-to-value, and deliver better customer outcomes. Its target users are companies that manage service delivery and customer success rather than a specific industry segment. Features and Usability ### What are the key features of Precursive? Precursive offers project management, project planning, and task management, along with resource management, capacity management, and resource scheduling. It also includes forecasting, Gantt/timeline view, Kanban board, time and expense tracking, billing and invoicing, CRM, API, and reporting features such as progress reports and utilization reporting. Getting Started and Support ### What training and onboarding options does Precursive offer? Precursive provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided setup, webinars cover shared instruction, and documentation and videos give teams written and visual reference materials for self-paced learning. Getting Started and Support ### What customer support options does Precursive offer? Precursive offers email/help desk support, a FAQ/forum, and a knowledge base for customer assistance. These channels give users a written path for getting answers and resolving issues. No reviewer feedback is available here, so support quality, response speed, and common frustrations cannot be assessed. ## Features AI summary Based on 698 Professional Services Automation reviews Capterra data shows that buyers of Professional Services Automation rank the following features as their top priorities: - **Project Tracking** (**61%** of reviewers rated this feature as critical) - **Alerts/Notifications** (**65%**) - **Project Time Tracking** (**57%**) Precursive supports all three features that reviewers rate most highly: **Project Tracking**, **Alerts/Notifications**, and **Project Time Tracking**. Together, these capabilities help businesses monitor project progress, stay on top of important updates, and record billable or internal hours accurately, allowing teams to keep work on schedule and manage service delivery more effectively. Access Controls/Permissions Define levels of authorization for access to specific files or systems Access Management Control and manage access to company resources Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Adaptive Learning Intuitive interface and user-friendly design which seamlessly integrate with existing workflows Precursive 225 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Access Management: Control and manage access to company resources - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Text Generation: Allows users to generate text based on a text prompt. - AI Text Summarization: Condenses long documents or text into a brief summary. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Workflows: Configures thresholds for triggering automated incident initiation responses based on user preferences. - Autonomous Task Execution: Completes tasks independently without constant human intervention - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Backlog Management: The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. - Baselining / KPIs: Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Branding: Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc. - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Budget Tracking: Track actual spending to ensure it's in line with the planned budget - Bug Tracking: Monitor and track bugs and issues in the system. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar View: Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. - Capacity: Monitor capacity in real time to track resource use and identify bottlenecks. - Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs - Change Management: Track and monitor efficient handling of all changes/transitions - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Content: Standard templates and content for assessment purposes such as NIST (National Institute of Standards and Technology). - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Corrections: Identify misutilizations and provide suggestions to improve planning and scheduling. - Cost Management: Manage budgets, track and optimize spending and align capacity to workload demand - Creation & Assignment: Create and assign tasks for individual users with details and due dates. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Cross-system Integration: Works across multiple software systems or databases - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Profiles: Record customer information, purchase history, and other notes - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Daily Reports: A document that lists daily activities or maintains a record of all events that happened in a day - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Decision Making: Makes informed choices based on available data and objectives - Dependencies: Manage dependencies between projects from one or multiple portfolios. - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Due Dates: Set deadlines and milestones for tasks, manually or automatically (based on project templates). - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Equipment Management: Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - For IT Project Management: Supports project management for IT professionals & teams - For Manufacturers: Intended to be used by manufacturers - For Small Businesses: Designed for small businesses - Forecasting: Form predictions based on past and present data/trends - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - GANTT: Provide visual representations of tasks, dependencies, and progress. - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Historical Database: Archive of job costs for similar projects - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. - Inventory Control: Monitor product stock levels - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Issue Tracking: Record and follow the progress of every issue - Iteration Management: Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - KPIs: Provide performance metrics such as delivery performance, on-time arrival performance, and compliance. - Marketing: Marketing tools that integrate with a website or social media, email marketing, or help create printed marketing materials. - Mass Updates: Allows users to update multiple tasks at the same time, accross multiple projects. - Messaging: Communicate using messages within the system - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile: Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website. - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Multi-Language: Manage and support multiple languages - Multi-step Planning: Ability to break down and plan multi-step processes - Multiple Projects: Ability to handle several projects simultaneously - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Negative Feedback Management: Identify, track, and respond to negative feedback - Network Diagram: Diagram that depicts connections among nodes in a network - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Payments: Accept and process online payment transactions - Optimization: Offers the ability to enhance listings with menus, photos, videos, or other rich data - Payments: The ability to accept online payments for classes or equipment, store payment information, or set up recurring payments. - Performance: Identify the most performant content and the types of content that can be improved or eliminated. - Performance and Reliability: Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load. - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Planning: Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. - Portfolio Definition: Define multiple types of portfolios for projects, programs, and services. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Mix: Create the optimal mix of portfolios to achieve operational and financial goals. - Portfolio Performance: Monitor the performance of different types of portfolios and programs. - Predictive Analytics: Predict future data based on historical data sets - Predictive Forecasting: Predicts project profitability, revenue, and resource utilization based on historical data and current trends. - Prioritization: Arrange tasks based on the level of priority or urgency - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Product Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Accounting: Manage and track financials on a project-to-project basis - Project Budgeting: Associate a budget with a project and allocate it accordingly by task or resource. - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Map: Projects can be mapped out with milestones, due dates, deliverables and interdependencies. - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Recurring Tasks: Set the frequency of a task's occurrence - Release Management: Planning, scheduling, and overseeing the release of software or system changes into a live or production environment - Release Planning: A timeline for taking a project live that outlines what features should be operational at the go-live date - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Support: Provide support to your customers and employees remotely over a shared network - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Request Management: Evaluating and prioritizing change requests that are received while working on the project - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - Resource Allocation: Assign available resources to various projects and tasks - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Definition: Contains library of skills and resources to allow project managers to find and assign to projects. - Resource Definiton: Create human and material resources and categorize them based on skills and other criteria. - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Resource Request: Approve or reject incoming requests for resources based on need and user permissions - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - Resources: Allocate resources to tasks and projects, and track their costs. - Retrospectives Management: Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Risk: Manages compliance and risk mitigation to ensure companies are employing within local, regional, and international laws. - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales: Identify sales opportunities and manage leads pipelines by customer or region. - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Shop Floor Management: Manage and control operations that take place on the shop floor or factory floor - Single Sign On: Allow users to access multiple services after entering their login credentials once - Skills Tracking: Track employee skills, competencies, training & qualifications - Smart task suggestions: Gives task and resource allocation suggestions based on project context. - Sprint Planning: Identifying the tasks to be completed and the people to complete them during a set period of time - Standard Integrations: Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems - Status Tracking: Track the status over time for a request, process, asset, or transaction - Supports Scrum: Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Tasks: Assign and track onboarding tasks to internal and external stakeholders. - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timeline Management: Manage a detailed schedule of a product plan - Timesheet Management: Track the amount of time spent on a job or task - To-Do List: A digital list of items that need to be completed - To-Do Lists: Each user can view their list of tasks to be completed without having access to other tasks. - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Utilization Reporting: Track the frequency of asset usage - Version Control: Track revisions and updates made to files and navigate between different versions - Views: Create customized project views for internal and external purposes (eg: for customers). - Visibility: Provides real-time insight into procurement costs within categories, departments or projects - Visualization: Graphical representation of data or processes - Web-based Deployment: SaaS, web-based, online deployment - Workflow: Offers workflows to process Data Subject Access Requests to enable multiple departments to assist when complying with user access and deletion requests. - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments. --- Get Advice We can help you find the software with the features you need. Features 4.0 (4) 4.0 Based on 4 reviews ## Pricing Value for money 3.5 (2) Free Trial Basic $40.00 Per User,Per Month Value for money 3.5 (2) 3.5 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (3) 4.0 Based on 3 reviews ## User reviews Overall rating 4.0 Based on 4 reviews Filter by rating 5(1) 4(2) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent NK Noah K. Associate Launch Manager Real Estate ### "Great Project Management Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 16, 2021 Pros Easy customization of tasks Easy customization of boards Easy customization of templates Integration with salesforce The board view makes it easy to see everything that needs to be done and the status of each task Ease of updating the templates that create the taskfeed boards Customer support is extremely helpful Cons Limitations around linking subtasks with other parent tasks Limitations around which objects it recognizes in salesforce Limitations around how many predecessor tasks a given task can have Limitations around reporting out of taskfeed - requires KPI's to be set up and it is hard to get a task start date/time timestamped to report on Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Nijil K. Product Marketing Manager Computer Software ### "Precursive Simplified Onboarding" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 9, 2021 I had a great experience with Precursive and would recommend it to other Onboarding teams. Pros We were looking for a tool that could integrate with Salesforce, and Precursive was the optimal choice. We can trigger projects based on opportunities closing, can assign tasks to the right team members, and keep everyone in our company up-to-date on progress and blockers. It helped streamline our onboarding and showed us where we had gaps to improve. Cons The software can be clunky at times and not the most intuitive. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Needed something that would easily integrate with Salesforce. Alternatives considered [Quip](https://www.capterra.com/p/151651/Quip/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Richard B. Onboarding Partner Manager Computer Software ### "Slow as Molasses" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 February 4, 2021 This is a frustrating software that could easily be replaced if someone else built something similar in Salesforce. They took over Taskfeed, and I was hoping this would improve, but it has not yet done so. It is so well thought out, that the slowness is that much more disappointing. It could be game-changing software if they'd just make it faster. Pros I like the ability to create boards and cards that standardize our project tracking, and directly tie that data into Salesforce. Cons I HATE how slow it is. The amount of time it takes to pull up information reminds me of 1998 dial-up internet. When I move multiple cards in a row, chances are a few of them are going to revert back. When I change stages, there's a good chance it will revert back. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Direct integration with Salesforce, within the Salesforce environment. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MV Maxime V. Junior consultant Utilities ### "First impressions" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 December 5, 2018 Pros Precursive give a good overview on ongoing projects and staffing. Cons There is way to much informations to log in and to choose from. It give a non user friendly impression. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.