# Precursive OBX Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Precursive OBX Software - reviews, pricing plans, popular comparisons to other Project Management products and more.

Source: https://www.capterra.com/p/235579/Precursive-OBX

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# 

 Precursive OBX Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Precursive OBX

## What is Precursive OBX?

Taskfeed has merged with Precursive, combining our excellent Customer Onboarding project management app with the leading capacity planning & resource management tool. Taskfeed is now known as Precursive OBX. Precursive OBX gives you complete visibility over information that counts most in SaaS Customer Onboarding so you can successfully manage your team, your customers, your processes & Salesforce tasks to deliver customer success.

## What is Precursive OBX used for?

[Onboarding](https://www.capterra.com/onboarding-software/)[Client Onboarding](https://www.capterra.com/client-onboarding-software/)[Project Management](https://www.capterra.com/project-management-software/)

Top alternative

Featured

Overall rating

Based on 21 user reviews

Reviews sentiment

Positive

90%

Neutral

10%

Negative

0%

Starting price

$40

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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## 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 OBX

4.4 (21)

VS.

[4.6 (6,035)](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

4.3 (21)

Ease Of Use

4.5 (5,986)

Value For Money

4.3 (21)

Value For Money

4.3 (4,609)

Customer Service

4.7 (20)

Customer Service

4.4 (4,405)

## Precursive OBX alternatives

[4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[4.5 (2,212)](https://www.capterra.com/p/169505/Zoho-Desk/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (680)](https://www.capterra.com/p/162588/HoneyBook/reviews/)

Starting price

$36.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Task Management

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Client Management

1.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

Client Portal

1.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

Collaboration Tools

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

Customer Segmentation

3.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Process of dividing customers into groups based on common characteristics

Customizable Templates

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

Precursive OBX 48 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Identify customers at risk of migration and activate strategies to retain them

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Configure existing workflows to meet your organization's needs

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Initiate interactions with customers by proactively starting conversations or providing informational content

Process of dividing customers into groups based on common characteristics

Customize data fields to support various needs and use cases

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Assemble applications and processes by dragging over and arranging pre-built components

Predefined actions automatically performed on the occurance of specific events

Public or private sharing of digital files such as documents, audio/video, images, and more

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Calculate a company, client account or person's health via a scoring system

Automates core HR functions such as talent management, employee evaluation and learning management

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Monitor task progress and planned accomplishments to better manage project status

Ability to handle several projects simultaneously

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Arrange tasks based on the level of priority or urgency

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Monitor sales and make necessary adjustment in order to increase demand and revenue

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Sample files or documents that could be customized as needed or used as is

Log and record hours worked and costs spent to assist in billing and invoicing

Measure and track time including hours worked and paid time off (PTO)

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

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We can help you find the software with the features you need.

Features

4.2 (21)

4.2

Based on 21 reviews

## Pricing

Value for money

4.3 (21)

Free Trial

Basic

$40.00

Per User,Per Month

Value for money

4.3 (21)

4.3

Based on 21 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

4.7 (20)

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

4.7 (20)

4.7

Based on 20 reviews

## User reviews

Overall rating

4.4

Based on 21 reviews

Filter by rating

5(11)

4(8)

3(2)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Rachit P.

Technical Lead

Computer Software

### "Good Project Management and Time Tracking Tool "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

5/10

May 5, 2023

It took us some time to migrate our data to the tool but once done we had access to detailed reports on the various Projects and their current state. We were able to pinpoint the pain points of the derailed projects as we got access to the lifespan of individual tasks in Projects.

Pros

It has very good tracking not just for the Project but the individual tasks that are created within. We can track our time on individual tasks instead of only the Project Phases as provided by most of the Project Management tools

Cons

Providing access to the Client on the platform is not very seamless as the team would want to segregate the Client sharing information and internal only information.

Switched from

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)

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.

AU

Anonymous User

Digital Sales & Partnerships Operations

Marketing and Advertising

### "Reduce email back-and-forth with this excellent, collaborative onboarding solution"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

July 19, 2021

Taskfeed has been a great help to our team. It helps us keep projects on-schedule by clearly showing completed and outstanding tasks. It helps us get a quick glimpse into a project's status – which phase it's in, whether it's on-schedule, and time until completion.

Pros

Taskfeed has a ton of amazing features. Their customizable templates allow us to quickly spin up excellent instances for various scenarios. The drag-and-drop functionality is really great & makes using Taskfeed simple. It holds stakeholders accountable to completing the tasks they're responsible for. It helps us keep projects on-schedule.

Cons

Sometimes our Taskfeed instance is a bit slow and glitchy. It lacks functionality to automatically track how much time is spent on a task. File management is a bit clunky.

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.

AG

Andrea G.

Jefe de Departamento de Prensa

Sports

### "Very good option to collaborate, share and communicate"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

9/10

May 24, 2019

It occurred to us to use this project manager to integrate it with another platform that we wanted to use Salesforce. This, with the idea of branding with our football team and market it as a brand. It was one of the most stable tools we got to perform the tests with Salesforce and build the communicational and marketing planning on which to perform the first tests and trials.

Pros

It has many functions that will give you the necessary support to develop your product and your brand. It has default templates so you don't have to start from scratch. Integrates well with Salesforce, with a modern, intuitive, and easy-to-use interface design.

Cons

The management of files must improve, it is usually very slow and presents errors of administration and handling.

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.

AU

Anonymous User

Customer Service Representative

Outsourcing/Offshoring

### "one of a good option to lessen spam emails"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

June 26, 2018

user friendly and reduce work time interval

Pros

it helps the team be easily assigned based on their roles and also helps the management to track down the progress and easily collaborate with the team using its pre-built reports and dashboards. and you can easily change or update data without sending another spreadsheets.

Cons

when it comes to saving reports and uploading attachments, i sometimes experience a little delay when using taskfeed

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.

Marques H.

Associate Product Manager

Computer Software

### "I was tasked with finding a project management tool built on Salesforce to replace Asana."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 16, 2018

Pros

The big draw, for us, is that Taskfeed is built on the Salesforce platform and we manage a number of project in Salesforce so not having to go to an external software or do double-entry of any kind was a massive improvement. Taskfeed has also allowed us to streamline our processes and ultimately make them more efficient.

Cons

Our team loves the software, but the lack of automatic time tracking for time spent on tasks is kind of a bummer; currently the person who the task is assigned to manually enters that.

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.

AK

Anthony K.

Sr. Sales, Marketing, & Service Rep

### "It has helped us to streamline our business and make sure all tasks are front of mind"

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

March 15, 2018

Pros

I like its ability to easily be used and the ability to customize it. I find the layout is very straightforward and you can get a quick snapshot of where projects stand.

Cons

It would be nice to be able to have subtasks on tasks so that you can expand the detail behind each task. Also the ability for a grid entry system would be beneficial.

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.

AU

Anonymous User

Executive Director

Legal Services

### "Great Product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

March 15, 2018

Pros

Ease of use and functionality - great customer service from everyone at TaskFeed. The future of TaskFeed is bright!

Cons

Difficulty of setting up, requires lot of customer service intervention. I think that having more documentation and self-service would be great.

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.

Jaclyn M.

Partner

### "Taskfeed is very intuitive - it has helped us more easily manage customer on-boarding."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 15, 2018

Uploading new preset task lists is a little cumbersome, but only in relation to all the other intuitive features of the software.

Pros

The visual layout is very helpful in being able to quickly understand where we are on any given project.

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.

Simone W.

Sales Support Manager

### "This is a good option to reduce email noise for teams by pushing team collaboration to salesforce"

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

9/10

March 14, 2018

Improved team collaboration when they actually use it!

Pros

I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list. Being able to drag and drop predecessor tasks and see the impact on the rest of the project makes aligning the actions with the teams deadlines simple. Using views to be able to manage tasks on team meetings and taking notes real-time in the feed has removed the need to send separate minutes and ensures everyone remembers what was discussed in the previous meeting.

Cons

I would really like to see this be more mobile friendly. Being able to log in directly to the app while the team is out and about would be a good way to improve user uptake. Like any new system getting team members bought into the benefits has been the biggest challenge especially for team members who don't use SalesForce for their normal activities.

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.

JF

Jennifer F.

Director, Project Management

### "Great project management tool that integrates flawlessly with Salesforce!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

March 13, 2018

Pros

The ability to manage projects without getting lost in cumbersome Project plans. Allows you to effectively assign and track tasks by vertical and die date. Also provides a great read only interface to share with your clients.

Cons

Building the plans and connecting preceding tasks is difficult. Also cumbersome when need to change multiple dates.

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.

[View all Reviews](https://www.capterra.com/p/235579/Precursive-OBX/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)