# Precursive OBX Software Reviews, Demo & Pricing - 2026

> Review of Precursive OBX Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/productivity/precursive-obx-profile

---

[Home](https://www.softwareadvice.com/)

/

[Project Management Software](https://www.softwareadvice.com/project-management/)

/

Precursive OBX

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

Overview

[Reviews](https://www.softwareadvice.com/productivity/precursive-obx-profile/reviews/)[Alternatives](https://www.softwareadvice.com/productivity/precursive-obx-profile/alternatives/)

# Precursive OBX 2026: Benefits, Features & Pricing

Wondering if Precursive OBX is right for your organization?

Our Project Management Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   User Reviews
    

## Overview

Precursive OBX

4.4

[(21)](https://www.softwareadvice.com/productivity/precursive-obx-profile/reviews/)

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.

Wondering if Precursive OBX is right for your organization?

Our Project Management Software selection experts can help you in 15 minutes or less.

## Precursive OBX User Interface

## Popular Precursive OBX Alternatives

Main Product

Precursive OBX

4.4

[(21)](https://www.softwareadvice.com/productivity/precursive-obx-profile/reviews/)

Ratings Breakdown

-   4.29Ease of use
-   4.33Value for money
-   4.65Customer support
-   4.24Functionality

Pricing

Starting at $40.00 per month

Get Price

Alternative Product

[Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)

4.2

[(995)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/)

Ratings Breakdown

-   3.98Ease of use
-   4.16Value for money
-   3.97Customer support
-   4.28Functionality

Pricing

Starting at $69.00 per month

Get Price

Alternative Product

[monday.com](https://www.softwareadvice.com/marketing/monday-com-profile/)

4.6

[(6059)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/)

Ratings Breakdown

-   4.48Ease of use
-   4.28Value for money
-   4.43Customer support
-   4.45Functionality

Pricing

Starting at $9.00 per month

Get Price

Alternative Product

[TaskRay](https://www.softwareadvice.com/customer-success/taskray-profile/)

4.3

[(20)](https://www.softwareadvice.com/customer-success/taskray-profile/reviews/)

Ratings Breakdown

-   3.89Ease of use
-   4.0Value for money
-   4.25Customer support
-   4.11Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/)

4.5

[(2213)](https://www.softwareadvice.com/crm/zoho-desk-profile/reviews/)

Ratings Breakdown

-   4.39Ease of use
-   4.46Value for money
-   4.30Customer support
-   4.46Functionality

Pricing

Starting at $9.00 per month

Get Price

Alternative Product

[HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/)

4.7

[(682)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/)

Ratings Breakdown

-   4.61Ease of use
-   4.61Value for money
-   4.66Customer support
-   4.55Functionality

Pricing

Starting at $36.00 per month

Get Price

## 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

5

52%

4

38%

3

10%

2

0%

1

0%

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

4

Improved team collaboration when they actually use it!

Ratings Breakdown

4

Ease of use

4

Value for money

5

Customer support

4

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.

Read More

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

4

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

4

Ease of use

2

Value for money

3

Customer support

3

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.

Read More

VR

Verified

Reviewer

Computer Software

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed March 2018

Good value project mgmt software

3

track projects by phase

Ratings Breakdown

3

Ease of use

5

Value for money

5

Customer support

4

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.

Read More

VR

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

5

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

4

Ease of use

4

Value for money

5

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.

Read More

VR

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

4

user friendly and reduce work time interval

Ratings Breakdown

4

Ease of use

4

Value for money

4

Customer support

4

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

Read More

VR

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.

4

Ratings Breakdown

4

Ease of use

4

Value for money

5

Customer support

4

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

Read More

RV

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

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

Jeff S.

Verified reviewer

Computer Software

Used daily for less than 12 months

Review source

Reviewed March 2018

Great App That Also Accepts Feedback

5

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

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)

Read More

VR

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.

5

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

5

Ease of use

5

Value for money

5

Customer support

4

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.

Read More

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.

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

Showing 1 - 10 of 21 Reviews

[See All Reviews](https://www.softwareadvice.com/productivity/precursive-obx-profile/reviews/)

## Other Top Recommended Project Management Software

[Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/)

**4.5** (3518)

Recently recommended **53** times

[Wrike](https://www.softwareadvice.com/project-management/wrike-profile/)

**4.4** (3016)

Recently recommended **50** times

[kintone](https://www.softwareadvice.com/project-management/kintone-profile/)

**4.7** (153)

Recently recommended **30** times

[Project Insight](https://www.softwareadvice.com/project-management/project-insight-profile/)

**4.5** (93)

Recently recommended **29** times

Stuck Between Options?

Our experts can help you compare Precursive OBX with other top options, so you can find the best fit for your needs.

## See what companies are saying about Software Advice