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Precursive - Customer Onboarding, Implementation & Project Management
Precursive: Customer Onboarding/Implementation Experience on Salesforce
Overview
Experience faster success with Precursive, the only customer onboarding & PSA solution built natively on Salesforce. Simplify collaboration across sales, services, & customer success with a seamless implementation tool. Gain complete visibility into PM.
See How Precursive - Customer Onboarding, Implementation & Project Management Works
CUSTOMER ONBOARDING Precursive brings award-winning customer onboarding and project management into one 100% Salesforce-native tool. Standardize onboarding with repeatable playbooks so every customer launch is fast, consistent and on-brand.
IMPLEMENTATIONS See TTV faster - Launch instantly from project templates, run delivery on drag-and-drop Kanban boards, and hand off cleanly from sales to onboarding — so customers reach value sooner and revenue is recognized faster.
DASHBOARDS & COLLABORATION Track every onboarding at a glance with pre-built dashboards and real-time reports. Keep customers aligned with one-click plan sharing & real-time collaboration, and manage your team's tasks natively to delivery success at scale
GET CUSTOMERS LIVE FASTER — ONBOARDING BUILT 100% ON SALESFORCE. Precursive turns customer onboarding into a fast, repeatable, revenue-driving process — so customers reach value sooner and your team scales without adding headcount. 100% Salesforce-native, so onboarding runs where your customer data already lives, with no integration gaps or handoff delays. Onboard faster, every time ✔️ Optimized handover from sales to onboarding — no dropped context ✔️ Tailored onboarding plans created instantly from repeatable playbooks ✔️ Project automation, task management, milestones & dependencies ✔️ Automated scheduling against a baseline to keep every onboarding on track Total visibility, start to finish ✔️ Pre-built dashboards & real-time performance reports ✔️ Project status and all tasks at a glance ✔️ Kanban, plan, calendar & table views with drag-and-drop ✔️ Project hierarchy to prioritize what matters Keep customers engaged and aligned ✔️ Real-time customer collaboration & external plan sharing ✔️ Instant team-sharing from any location Perfect for Client Onboarding, Product Onboarding and Partner Onboarding.
Categories
- Business Needs
- CollaborationProject ManagementPeople Management
- Industries
- CommunicationsHigh TechProfessional Services
- Personas
- Business Operations ManagerConsultantService Agent / Supervisor
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile