Precursive OBX 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Precursive OBX

4.4

(21)

Pricing

Starting at $40.00 per month

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 Screenshots

Precursive OBX Pricing and Plans

Starting price: $40.00 per month

Free Trial

Free Version

Basic

$40.00

per user, per month

No plan information available

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Precursive OBX Features

Popular features found in Project Management
Billing & Invoicing
Budget Management
Document Management
File Sharing
Gantt/Timeline View
Issue Management
Kanban Board
Milestone Tracking
Multiple Projects
Prioritization
Resource Management
Time & Expense Tracking
More features of Precursive OBX
Activity Dashboard
Activity Tracking
Agile Methodologies
Alerts/Notifications
Churn Management
Client Management
Client Portal
Collaboration Tools
Configurable Workflow
CRM
Customer Engagement
Customer Segmentation
Customizable Fields
Customizable Templates
Data Import/Export
Drag & Drop
Event Triggered Actions
Health Score
HR Management
Onboarding
Performance Management
Performance Metrics
Portfolio Management
Progress Tracking
Project Management
Real-Time Data
Real-Time Notifications
Reminders
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Revenue Management
Role-Based Permissions
Tagging
Task Management
Task Progress Tracking
Task Scheduling
Templates
Time Tracking
Traditional Methodologies

Precursive OBX User Reviews

Overall Rating

4.4

Ratings Breakdown

52%

38%

10%

Secondary Ratings

Ease of Use

4.3

Value for money

4.3

Customer support

4.7

Functionality

4.2

Simone W.

Verified reviewer

Used daily for less than 2 years

Review source

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Rachit P.

Verified reviewer

Computer Software

501-1000 employees

Used daily for less than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Computer Software

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed March 2018

Good value project mgmt software

track projects by phase

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Marketing and Advertising

1001-5000 employees

Used weekly for less than 2 years

Review source

Reviewed July 2021

Reduce email back-and-forth with this excellent, collaborative onboarding solution

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.

Ratings Breakdown

Ease of use

Value for money

Functionality

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.

Verified

Reviewer

Outsourcing/ Offshoring

Used daily for less than 12 months

Review source

Reviewed June 2018

one of a good option to lessen spam emails

user friendly and reduce work time interval

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Verified

Reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Review source

Reviewed March 2018

Taskfeed is a well integrated tool within Salesforce that allows us to easily manage our projects.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The integration with Salesforce The fact that we can share a view only view of the project board Can use standard Salesforce tools to manipulate data

Cons:

Data structure is clunky, i.e. creating board types requires 2 entries User interface is a bit slow and end up going directly to Salesforce objects

Richard V.

Telecommunications

1001-5000 employees

Used daily for less than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Jeff S.

Verified reviewer

Computer Software

Used daily for less than 12 months

Review source

Reviewed March 2018

Great App That Also Accepts Feedback

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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)

Verified

Reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Review source

Reviewed March 2018

Taskfeed is a robust project management tool that allows our team and clients to succeed.

A project management tool that is integrated with our Salesforce account (I can't say enough how much of a game changer that was for user adoption). Also, a more robust tool with dependencies, baselines, and powerful template options.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Integrated with our Salesforce account to allow our team to work out of one platform. Client-facing, real-time view of the project. Ability to customize tasks, templates, and processes. Taskfeed is responsive to requests (both service and product development).

Cons:

Currently the client view is not able to be filtered, which can make identifying next steps or specific tasks challenging.

Marques H.

Verified reviewer

Computer Software

51-200 employees

Used other for less than 12 months

Review source

Reviewed March 2018

I was tasked with finding a project management tool built on Salesforce to replace Asana.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The big draw, for us, is that Taskfeed is built on the Salesforce platform and we manage a number of project in Salesforce so not having to go to an external software or do double-entry of any kind was a massive improvement. Taskfeed has also allowed us to streamline our processes and ultimately make them more efficient.

Cons:

Our team loves the software, but the lack of automatic time tracking for time spent on tasks is kind of a bummer; currently the person who the task is assigned to manually enters that.

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