--- description: Learn how Precursive OBX can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Precursive OBX. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Precursive OBX Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [Customer Success Software](/directory/959/customer-success/software) > [Precursive OBX](/software/2050610/precursive-obx) # Precursive OBX Canonical: https://www.getapp.co.uk/software/2050610/precursive-obx Page: 1 / 2\ Next: [Next page](https://www.getapp.co.uk/software/2050610/precursive-obx?page=2) > Take your onboarding experience to the next level. Create a repeatable and scalable process to ensure each customer is successful. > > Verdict: Rated **4.4/5** by 21 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Precursive OBX DEFINE REPEATABLE BEST PRACTICE PLAYBOOKS Projects are created based on activity within Salesforce. Your project plan will be created based on playbooks which are mapped to customer segments, products, or your own criteria within Salesforce. PLANNING AND SCHEDULE WITH DEPENDENCIES Your project plan is scheduled automatically. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are automatically rescheduled based on the dependencies defined within the templates. SHARE WITH YOUR CUSTOMER Keep your customers in the know. Share your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes. 100% NATIVE Taskfeed is built entirely on the Salesforce platform. This means you extend Taskfeed using the same capability your use to customize Salesforce, including creating custom fields, workflow, automation and much more. TASKFEED SOLUTIONS Manage your projects in Salesforce related to your Account, Opportunities, Cases and Custom Objects. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 21 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Precursive - **Founded**: 2011 ## Commercial Context - **Starting Price**: US$40.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: From $40/month per user, billed annually - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, China, India, Japan, Mexico, United Kingdom, United States ## Features - Activity Dashboard - Activity Tracking - Agile Methodologies - Alerts/Notifications - CRM - Churn Management - Client Management - Client Portal - Collaboration Tools - Configurable Workflow - Customer Engagement - Customer Segmentation - Customisable Templates - Customizable Fields - Data Import/Export - Drag & Drop - Event Triggered Actions - File Sharing - Gantt/Timeline View - HR Management ## Support Options - Email/Help Desk ## Category - [Customer Success Software](https://www.getapp.co.uk/directory/959/customer-success/software) ## Related Categories - [Customer Success Software](https://www.getapp.co.uk/directory/959/customer-success/software) - [Productivity Software](https://www.getapp.co.uk/directory/330/productivity/software) - [Project Management Software](https://www.getapp.co.uk/directory/332/project-management/software) - [Onboarding Software](https://www.getapp.co.uk/directory/730/onboarding/software) - [Client Onboarding Software](https://www.getapp.co.uk/directory/3839/client-onboarding/software) ## Alternatives 1. [monday.com](https://www.getapp.co.uk/software/91734/monday-com) — 4.6/5 (5736 reviews) 2. [Zoho Desk](https://www.getapp.co.uk/software/10036/zoho-desk) — 4.5/5 (2212 reviews) 3. [Bitrix24](https://www.getapp.co.uk/software/90602/bitrix24) — 4.2/5 (986 reviews) 4. [TaskRay](https://www.getapp.co.uk/software/91273/taskray-project-management) — 4.3/5 (20 reviews) 5. [Rocketlane](https://www.getapp.co.uk/software/2049399/rocketlane) — 4.7/5 (127 reviews) ## Reviews ### "This is a good option to reduce email noise for teams by pushing team collaboration to salesforce" — 4.0/5 > **Simone** | *14 March 2018* | Recommendation rating: 9.0/10 > > **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. > > Improved team collaboration when they actually use it\! ----- ### "Good Project Management and Time Tracking Tool" — 4.0/5 > **Rachit** | *5 May 2023* | Computer Software | Recommendation rating: 5.0/10 > > **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. > > 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. ----- ### "Good value project mgmt software" — 3.0/5 > **Verified Reviewer** | *8 March 2018* | Computer Software | Recommendation rating: 7.0/10 > > **Pros**: I love that it's native to salesforce, and we can keep all of our onboarding details in the same place as our other info. I also like the ability to create tasks from SF cases. > > **Cons**: The UI is a bit outdated. We are still learning the best ways to use Taskfeed, so some of this might be user error, but it could definitely be simplified re data entry and visualization. > > track projects by phase ----- ### "Reduce email back-and-forth with this excellent, collaborative onboarding solution" — 5.0/5 > **Verified Reviewer** | *19 July 2021* | Marketing & Advertising | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "one of a good option to lessen spam emails" — 4.0/5 > **Verified Reviewer** | *26 June 2018* | Outsourcing/Offshoring | Recommendation rating: 8.0/10 > > **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 > > user friendly and reduce work time interval ----- Page: 1 / 2\ Next: [Next page](https://www.getapp.co.uk/software/2050610/precursive-obx?page=2) ## Links - [View on GetApp](https://www.getapp.co.uk/software/2050610/precursive-obx) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | ----- ## Structured Data