getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Precursive OBX Logo

Customer Onboarding Management for Salesforce

Table of Contents

usersusersusers

Is this product right for your business?

Find out with a

Precursive OBX - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

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.

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

75

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.75/10
Rating distribution

5

4

3

2

1

11

8

2

0

0

Who uses Precursive OBX?

Based on 21 verified user reviews.

Company size

- Not enough reviews

Small Businesses

Midsize Businesses

Enterprises

Top industries

Computer Software
Marketing and Advertising

Use cases

Project Management
Onboarding
Client Onboarding

Precursive OBX's key features

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

Gantt/Timeline view
Multiple projects

All Precursive OBX features

Features rating:

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
File sharing
Gantt/Timeline view
Health score
HR management
Kanban board
Milestone tracking
Multiple projects
Onboarding
Performance management
Performance metrics
Portfolio management
Prioritization
Progress tracking
Project management
Real-Time data
Real-Time notifications
Reminders
Reporting/Analytics
Reporting/Project tracking
Reporting & statistics
Resource management
Revenue management
Role-Based permissions
Tagging
Task management
Task progress tracking
Task scheduling
Templates
Time & expense tracking
Time tracking
Traditional methodologies

Precursive OBX alternatives

Precursive OBX logo

Starting from

40

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
monday.com logo
visit website

Starting from

9

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Bitrix24 logo
visit website

Starting from

69

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
TaskRay logo

Starting from

25

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

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:

Precursive OBX integrations (1)

Integrations rated by users

We looked at 21 user reviews to identify which products are mentioned as Precursive OBX integrations and how users feel about them.

Integration rating: 5.0 (1)

We use both platforms to track and align sales.

Setup takes some time but allows easy creation of Leads and Campaign members from form submissions.

MU

Michelle U.

VP of Operations

1/2

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:
Small Business, Mid-size Business, Large Enterprises

These products have better value for money


Q. What level of support does Precursive OBX offer?

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

Related categories