Precursive OBX

RATING:

4.4

(21)

About Precursive OBX

Precursive OBX is a customer success and client onboarding platform. It features playbooks, collaboration, and analytics to help onboard customers quicker and more effectively.

Precursive OBX Pricing

From $40/month per user, billed annually

Starting price: 

$40.00 per month

Free trial: 

Available

Free version: 

Not Available

Repeatable Playbooks
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Precursive OBX Reviews

Overall Rating

4.4

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4

Most Helpful Reviews for Precursive OBX

1 - 5 of 21 Reviews

User Profile

Jeff

Verified reviewer

Computer Software

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2018

Great App That Also Accepts Feedback

PROS

This software can really help you improve the management of tasks. The team there is also very open to receiving feedback about things that need to be changed/customized (to make it even better)

User Profile

Rachit

Verified reviewer

Computer Software, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed May 2023

Good Project Management and Time Tracking Tool

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.

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.

Rune

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

5

FUNCTIONALITY

2

Reviewed March 2018

I have worked with taskfeedtask in about 1 year as a project manager.

PROS

That it workes with salesforce. Also the drag on drop functions (when it works) how you can change users when you need to.

CONS

The systems load times. It is very slow. And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly. A log that monitors the changes i state and user would be really helpful to insure succes on the different projects.

User Profile

Simone

Verified reviewer

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2018

This is a good option to reduce email noise for teams by pushing team collaboration to salesforce

Improved team collaboration when they actually use it!

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.

Richard

Telecommunications, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2018

Very easy to configure and get started with minimum training requirements

Consistent project approach and reports on who are late in doing their tasks so this can be addressed to ensure project remains on schedule.

PROS

Nice GUI with easy access to the tasks and information contained within them. Easy templates can be created for projects that follow the same process each time which saves a lot of time in creating the tasks required. Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.

CONS

Cannot print the Gannt View and exporting/importing from excel or MS Project can be difficult. Can't assign checklist roles to tasks from the template, only post Taskfeed Board creation.