Precursive Reviews

User Rating

4.4/5 (Based on 57 Ratings)

Rating Distribution

Excellent
52.6%
Very Good
35.1%
Average
10.5%
Poor
1.8%
Terrible
0%

User Sentiments

Salesforce Native Integration, Customizable Dashboards, Easy Time Tracking, Improved Project Management

Complex Configuration, Limited Customer Interaction Features, Cumbersome Licensing Management, Occasional Bugs and Errors

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Review Summary

Many users find the product easy to use and implement, with a user-friendly interface that makes data analysis accessible to non-technical teams. The ability to connect to various data sources and the customization options for reports and visualizations are also praised. However, some users mention occasional bugs and glitches, and a few express concerns about the accuracy of the AI-generated insights. Overall, Precursive is generally well-received for its user-friendly design, connectivity, and customization options, though some users report technical issues and question the reliability of the AI-powered analytics.

Pros

Powerful AI: Precursive's AI technology enables accurate predictions and actionable insights.
Userfriendly interface: Intuitive and easytouse interface simplifies the data analysis process.

Cons

Limited data sources: Data availability may be limited for certain industries or regions.
Potential bias: AIdriven insights may be biased if the underlying data is skewed.

AI-Generated from the text of User Reviews

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Reviews

Alex F

December 24, 2023 Source: G2.com

Great tool for fast moving SaaS companies

What do you like best about Precursive?

Single visibility of resourcing aligned with opportunity forecasts in the same system really drives business impact. I like the ability extend and customize the tool to look at project health and then integrate the data to our CS platform.

What do you dislike about Precursive?

Being based on salesforce, sometimes the configuration can be cumbersome.

What problems is Precursive solving and how is that benefiting you?

We have much tighter alignment with mobilization and opportunity closure, reducing overrunning and improving margin.

Piyush W

August 24, 2022 Source: G2.com

Project Management Made Efficient

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.

Marna S

May 24, 2022 Source: G2.com

Very easy to keep track of where your deals are going

What do you like best about Precursive?

I like that it emailes me in the morning so I can make sure everything looks great first thing when I check my email.

What do you dislike about Precursive?

Nothing really honestly, its been super helpful

What problems is Precursive solving and how is that benefiting you?

I have all of my deals and the progress they are in right in front of my email first thing I wake up. That automatically eliminates me searching through each account to find out whats going on.

Colleen C

May 24, 2022 Source: G2.com

Yes we benefit from using this software Ease of Use

What do you like best about Precursive?

.Ease of use - everything in one spot -great

What do you dislike about Precursive?

Appreciate all aspects

Recommendations to others considering Precursive?

All features work great

What problems is Precursive solving and how is that benefiting you?

N/A

Verified User in Management Consulting

March 7, 2022 Source: G2.com

Effortlessly track time, to dos, resource availability and project budgets

What do you like best about Precursive?

Repeatable services processes can be baked into task templates with time estimates. These time estimates automatically become potential time logs, projected project costs and reserved time on Precursive resource availability calendars. It's amazing how one record can provide so much business value!

What do you dislike about Precursive?

Precursive Plan view is fantastic - it gives me that "nirvana state" of being able to see who is available when and also to find people who can deliver unassigned work on a project. I wish I could easily add additional fields to be displayed on each row of data, like a List View, but I have to use a Custom Setting instead to make these types of changes.

What problems is Precursive solving and how is that benefiting you?

Being able to templatize repeatable services work to automate customer onboarding, make it easy for new hires to onboard, and even automate timesheets.

Czarmaine Q

March 1, 2022 Source: G2.com

Precursive Review for Mitel PM

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.

Verified User in Computer Software

March 1, 2022 Source: G2.com

Also used for auditing for data integrity Precursive Review

What do you like best about Precursive?

The Customizable Dashboard features are great to work with.

What do you dislike about Precursive?

Not many complaints. I don't feel that there is anythIng missing.

What problems is Precursive solving and how is that benefiting you?

Helps to manage my daily provision of accounts.

Verified User in Information Technology and Services

February 22, 2022 Source: G2.com

Great onboarding process automation tool

What do you like best about Precursive?

Top of my "like list" is the ease in which new task templates can be created, edited and launched. Whilst some of the functionality within Precusrive does require Salesforce admin knowledge, it is simple to create new automated process flows and boards. The layout of boards is clean and easy to follow and Precusrive allows for 3 different board views, the board and plan views being 2 which really provide great and clear oversight of my projects.

What do you dislike about Precursive?

Precursive can be slow to load within accounts and can their customer views could be better, specifically the look and feel and ability to have clients interact with boards. Precursive support team can be slow to respond to queries and do not always come back with the best responses but their help centre is great.

Recommendations to others considering Precursive?

Ensure that the statement of work created fully meets all of your requirements, there is little to no room for extra support from the team once agreed.

What problems is Precursive solving and how is that benefiting you?

Prior to Precursive we found salesforce clunky and cumbersome when it came to onboarding clients, specifically the process flows, triggers and tasks that we were able to create. Precursive saves our team on average 2 hours per day through the use of pre-defined tasks lists and automated board creation. On top of huge time savings, having a clear overview of all onboardings and projects in one place is invaluable. We can now log time against all tasks and projects, helping us to understand what tasks take time and where time savings can be made.

Verified User in Marketing and Advertising

February 22, 2022 Source: G2.com

Great user friendly platform

What do you like best about Precursive?

My favorite feature of precusive is the task automatization feature. You are able to create tasks that are dependent upon each other. Once one task is complete the next task will appear in the queue for production to start working on, creating less micromanagement work for project managers and allowing the system to monitor the tedious task updates so we can be more productive and focus on other objectives.

What do you dislike about Precursive?

I wish the system allowed you to approve or reject creative within the board instead of having to click within the task and pull up another window to reject or approve. This would eliminate multiple clicks and save time for project managers.

Recommendations to others considering Precursive?

Stated above

What problems is Precursive solving and how is that benefiting you?

Problems - Solving client issues within their perspective boards with production.

Hogan D

February 22, 2022 Source: G2.com

It is also a very easy way for leadership to track the progress of a project without the time commitment of meeting to review Organization Key to Success!

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.

Precursive Reviews

User Rating

Rating Distribution

User Sentiments

Do You Use Precursive?

Review Summary

Pros

Cons

Alex F

Piyush W

Marna S

Colleen C

Verified User in Management Consulting

Czarmaine Q

Verified User in Computer Software

Verified User in Information Technology and Services

Verified User in Marketing and Advertising

Hogan D

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