--- description: Review of Precursive OBX Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Precursive OBX | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Onboarding Software](/directory/1396/employee-onboarding/software) > [Precursive OBX](/software/323353/precursive-obx) # Precursive OBX Canonical: https://www.softwareadvice.co.nz/software/323353/precursive-obx Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/323353/precursive-obx?page=2) > Precursive OBX is a customer success and client onboarding platform. It features playbooks, collaboration, and analytics to help onboard customers quicker and more effectively. > > Verdict: Rated **4.4/5** by 21 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 21 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Precursive - **Founded**: 2011 ## Commercial Context - **Starting Price**: US$40.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: From $40/month per user, billed annually - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, China, India, Japan, Mexico, United Kingdom, United States ## Features - Activity Dashboard - Activity Tracking - Agile Methodologies - Alerts/Notifications - CRM - Churn Management - Client Management - Client Portal - Collaboration Tools - Configurable Workflow - Customer Engagement - Customer Segmentation - Customisable Templates - Customizable Fields - Data Import/Export - Drag & Drop - Event Triggered Actions - File Sharing - Gantt/Timeline View - HR Management ## Support Options - Email/Help Desk ## Category - [Onboarding Software](https://www.softwareadvice.co.nz/directory/1396/employee-onboarding/software) ## Related Categories - [Onboarding Software](https://www.softwareadvice.co.nz/directory/1396/employee-onboarding/software) - [Productivity Software](https://www.softwareadvice.co.nz/directory/4366/productivity/software) - [Project Management Software](https://www.softwareadvice.co.nz/directory/4430/project-management/software) - [Customer Success Software](https://www.softwareadvice.co.nz/directory/4628/customer-success/software) - [Client Onboarding Software](https://www.softwareadvice.co.nz/directory/4483/client-onboarding/software) ## Alternatives 1. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (984 reviews) 2. [monday.com](https://www.softwareadvice.co.nz/software/131008/monday-com) — 4.6/5 (5726 reviews) 3. [TaskRay](https://www.softwareadvice.co.nz/software/159073/taskray) — 4.3/5 (20 reviews) 4. [Zoho Desk](https://www.softwareadvice.co.nz/software/393877/zoho-desk) — 4.5/5 (2211 reviews) 5. [HoneyBook](https://www.softwareadvice.co.nz/software/365179/honeybook) — 4.7/5 (678 reviews) ## Reviews ### "This is a good option to reduce email noise for teams by pushing team collaboration to salesforce" — 4.0/5 > **Simone** | *14 March 2018* | Recommendation rating: 9.0/10 > > **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. > > Improved team collaboration when they actually use it\! ----- ### "Good Project Management and Time Tracking Tool" — 4.0/5 > **Rachit** | *5 May 2023* | Computer Software | Recommendation rating: 5.0/10 > > **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. > > 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. ----- ### "Good value project mgmt software" — 3.0/5 > **Verified Reviewer** | *8 March 2018* | Computer Software | Recommendation rating: 7.0/10 > > **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. > > track projects by phase ----- ### "Reduce email back-and-forth with this excellent, collaborative onboarding solution" — 5.0/5 > **Verified Reviewer** | *19 July 2021* | Marketing & Advertising | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "one of a good option to lessen spam emails" — 4.0/5 > **Verified Reviewer** | *26 June 2018* | Outsourcing/Offshoring | Recommendation rating: 8.0/10 > > **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 > > user friendly and reduce work time interval ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/323353/precursive-obx?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/323353/precursive-obx) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data