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Precursive - Customer Onboarding, Implementation & Project Management

By Precursive*

Precursive: Customer Onboarding/Implementation Experience on Salesforce

Starting at $33   USD/user/month

Discounts available for nonprofits

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Industries
Communications
High Tech
Professional Services
Business Need
Collaboration
Project Management
People Management
Requires
Sales Cloud
Revenue Cloud
Experience Cloud
Revenue Cloud CPQ
Compatible With
Sales Cloud
Revenue Cloud
Experience Cloud

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.

  • Productizing Services Delivery | Precursive - Plan. Track. Forecast.

  • Demo of resource management, demand forecasting & utilization reporting

  • Precursive Revenue Management Demo

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Revenue Cloud
Experience Cloud
Revenue Cloud CPQ
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud
Experience Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Precursive OBX requires Chatter to be enabled.

App Details

Version
Precursive OBX/Precursive OBX 21.8.0
Listed On
07/23/2014
Latest Release
05/07/2025
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 27
Custom Tabs: 14
Custom Apps: 2
Lightning Components
Global: 31
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
21.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/12/2024

Additional Details

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.

Need help?

Precursive*

London, UK

Support available via Email and In-app chat.

Support Phone+44(0)203 318 9685
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