Precursive OBX - Customer Onboarding, Implementation & Project Management

Customer Onboarding Experience on Salesforce with Precursive

PRECURSIVE | What We Do | Customer Onboarding | Task Management | Project Management

Customer Onboarding, Project / Resource Management & Services Automation on one platform

Task Management for a leading organization in the automotive industry

See Success Faster with Precursive's Customer Onboarding Experience

Get full visibility of your Onboarding Projects at a glance

Single source of truth for a global FinTech

Define your repeatable playbooks and create a scalable process in Precursive

Repeatable and consistent customer onboarding for an online review platform

The Customer Onboarding metrics that count in one dashboard

Hit your Onboarding deadlines with automated scheduling

Optimize your Customer Onboarding Handovers

Easily share plans and status of projects to improve customer collaboration

Award Winning Customer Onboarding Experience | 100% Native to Salesforce

Book a demo today to optimize your customer onboarding and task management!

We're still gathering your accounts. This process takes a few moments.

Starting at $40 USD per user per month Precursive OBX Starter from $20 per user per month billed annually. For more info visit precursive.com.

Discounts available for nonprofits

Rating

(72)

Latest Release

8/19/2021