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Precursive OBX Logo

Customer Onboarding Management for Salesforce

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Precursive OBX - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: August 2025

Precursive OBX overview

What is Precursive OBX?

When an Opportunity is Closed-Won (or based on activity within Salesforce) a project will be created. Your project plan will be created based on Templates which are mapped to customer segments, products, or your own criteria within Salesforce.

Your plan is scheduled automatically based on your templates. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are rescheduled based on the dependencies defined within the templates.

Keep your customers in the know throughout the entire process by sharing your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.

Key benefits of using Precursive OBX

DEFINE REPEATABLE BEST PRACTICE PLAYBOOKS
Projects are created based on activity within Salesforce. Your project plan will be created based on playbooks which are mapped to customer segments, products, or your own criteria within Salesforce.

PLANNING AND SCHEDULE WITH DEPENDENCIES
Your project plan is scheduled automatically. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are automatically rescheduled based on the dependencies defined within the templates.

SHARE WITH YOUR CUSTOMER
Keep your customers in the know. Share your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.

100% NATIVE
Taskfeed is built entirely on the Salesforce platform. This means you extend Taskfeed using the same capability your use to customize Salesforce, including creating custom fields, workflow, automation and much more.

TASKFEED SOLUTIONS
Manage your projects in Salesforce related to your Account, Opportunities, Cases and Custom Objects.

Starting price

40per user /
per month

Alternatives

with better value for money

Precursive OBX’s user interface

Ease of use rating:

Precursive OBX reviews

Overall rating

4.4

/5

21

Positive reviews

90

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.31/10
Rating distribution

5

4

3

2

1

11

8

2

0

0

Pros
“Taskfeed has been a great help to our team. It helps us keep projects on-schedule by clearly showing completed and outstanding tasks.”

Verified reviewer

Anonymity request

“I love how you can easily drag a task and move it to the appropriate place. Also, I love the flexibility of it to create your own board.”
NS

Nicole S.

Implementation Mnaager

“It was implemented at work and I like it very much, it was easy to use. Support is great and very helpful online team.”

Verified reviewer

Anonymity request

Cons
“Building the plans and connecting preceding tasks is difficult. Also cumbersome when need to change multiple dates.”
JF

Jennifer F.

Director, Project Management

“Difficulty of setting up, requires lot of customer service intervention.”

Verified reviewer

Anonymity request

“And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly.”
RJ

Rune J.

Project Manager

Who uses Precursive OBX?

Based on 21 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Computer Software
Internet
Legal Services
Marketing and Advertising
Others

Use cases

- Not enough reviews
-
-
-
-
-

Precursive OBX's key features

Most critical features, based on insights from Precursive OBX users:

Project management
Task management
Collaboration tools
Reporting/Project tracking
Percent-Complete tracking
Customizable templates

All Precursive OBX features

Features rating:

Gantt/Timeline view
Onboarding
Performance management
Performance metrics
Portfolio management
Prioritization
Progress tracking
Real-Time data
Real-Time notifications
Reminders
Reporting & statistics
Reporting/Analytics
Resource management
Revenue management
Role-Based permissions
Tagging
Task progress tracking
Task scheduling
Templates
Time & expense tracking
Time tracking
Traditional methodologies
Activity dashboard
Activity tracking
Agile methodologies
Alerts/Notifications
Churn management
Client management
Client portal
Configurable workflow
CRM
Customer engagement
Customer segmentation
Customizable fields
Data import/export
Drag & drop
Event triggered actions
File sharing
Health score
HR management
Kanban board
Milestone tracking
Multiple projects

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Precursive OBX pricing

Value for money rating:

Starting from

40

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Precursive OBX price and value

Value for money rating:

To see what individual users think of Precursive OBX's price and value, check out the review snippets below.

“Taskfeed has been a great help to our team. It helps us keep projects on-schedule by clearly showing completed and outstanding tasks.”

Verified reviewer

Anonymity request

“I love how you can easily drag a task and move it to the appropriate place. Also, I love the flexibility of it to create your own board.”
NS

Nicole S.

Implementation Mnaager

Precursive OBX support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk

Training options

Live Online
Documentation
Webinars

Precursive OBX FAQs

Q. Who are the typical users of Precursive OBX?

Precursive OBX has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

These products have better value for money


Q. What languages does Precursive OBX support?

Precursive OBX supports the following languages:
English


Q. Does Precursive OBX offer an API?

No, Precursive OBX does not have an API available.


Q. What level of support does Precursive OBX offer?

Precursive OBX offers the following support options:
Email/Help Desk

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