---
description: Tudo sobre Precursive OBX: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais!
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title: Precursive OBX - Preço, avaliações e classificação - Capterra Portugal 2026
---

Breadcrumb: [Home](/) > [Software de Produtividade](/directory/30968/productivity/software) > [Precursive OBX](/software/1018023/precursive-obx)

# Precursive OBX

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> Solução para integração de clientes baseada na nuvem que auxilia as empresas na segmentação de clientes, agendamento de tarefas e geração de relatórios personalizados.
> 
> Verdict: Rated **4.4/5** by 21 users. Top-rated for **Probabilidade de recomendação**.

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## Resumo

### Quem usa Precursive OBX?

Ferramenta de integração do cliente que auxilia empresas de médio porte a grandes empresas na implementação de planos no Salesforce e na incorporação de projetos em contas de CRM.

## Quick Stats & Ratings

| Metric | Classificação | Detail |
| **Geral** | **4.4/5** | 21 Avaliações |
| Praticidade | 4.3/5 | Based on overall reviews |
| Suporte ao cliente | 4.7/5 | Based on overall reviews |
| Relação qualidade/preço | 4.3/5 | Based on overall reviews |
| Recursos | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Probabilidade de recomendação) |

## Sobre o fornecedor

- **Empresa**: Precursive
- **Founded**: 2011

## Commercial Context

- **Preço inicial**: 40,00 US$
- **Modelo de preços**:  (Teste Grátis)
- **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**: Nuvem, SaaS, baseado na web, Mac (desktop)
- **Idiomas**: inglês
- **Available Countries**: Austrália, Canadá, China, Estados Unidos, Japão, México, Reino Unido, Índia

## Recursos

- Acompanhamento de atividades
- Compartilhamento de arquivos
- Controle de horas e despesas
- Controle de marcos
- Estado de saúde
- Ferramentas de colaboração
- Gestão da receita
- Gestão de carteira
- Gestão de clientes
- Gestão de recursos
- Gestão de tarefas
- Gestão do desempenho
- Incorporação
- Lembretes
- Monitoramento do progresso
- Painel de atividades
- Participação do cliente
- Portal do cliente
- Relatórios e análise de dados
- Relatórios e estatística
- Seguimento de relatórios/projetos
- Visualização de Gantt/linha do tempo

## Opções de suporte

- Email/Help Desk

## Category

- [Software de Produtividade](https://www.capterra.pt/directory/30968/productivity/software)

## Categorias relacionadas

- [Software de Produtividade](https://www.capterra.pt/directory/30968/productivity/software)
- [Software de Sucesso do Cliente](https://www.capterra.pt/directory/30961/customer-success/software)
- [Ferramentas de Gestão de Projetos](https://www.capterra.pt/directory/30002/project-management/software)
- [Software de Processo de Integração](https://www.capterra.pt/directory/30819/onboarding/software)
- [Software de Onboarding de Clientes](https://www.capterra.pt/directory/33476/client-onboarding/software)

## Alternativas

1. [monday.com](https://www.capterra.pt/software/147657/monday-com) — 4.6/5 (6035 reviews)
2. [Bitrix24](https://www.capterra.pt/software/113540/bitrix24) — 4.2/5 (990 reviews)
3. [TaskRay](https://www.capterra.pt/software/149604/taskray) — 4.3/5 (20 reviews)
4. [Zoho Desk](https://www.capterra.pt/software/169505/zoho-desk) — 4.5/5 (2212 reviews)
5. [HoneyBook](https://www.capterra.pt/software/162588/honeybook) — 4.7/5 (680 reviews)

## Avaliações

### "This is a good option to reduce email noise for teams by pushing team collaboration to salesforce" — 4.0/5

> **Simone** | *14 de março de 2018* | Recommendation rating: 9.0/10
> 
> **Vantagens**: 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.
> 
> **Desvantagens**: 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\!

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### "Good Project Management and Time Tracking Tool" — 4.0/5

> **Rachit** | *5 de maio de 2023* | Software | Recommendation rating: 5.0/10
> 
> **Vantagens**: 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
> 
> **Desvantagens**: 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.

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### "Good value project mgmt software" — 3.0/5

> **Avaliador Verificado** | *8 de março de 2018* | Software | Recommendation rating: 7.0/10
> 
> **Vantagens**: 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.
> 
> **Desvantagens**: 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

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### "Reduce email back-and-forth with this excellent, collaborative onboarding solution" — 5.0/5

> **Avaliador Verificado** | *19 de julho de 2021* | Publicidade e marketing | Recommendation rating: 9.0/10
> 
> **Vantagens**: 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 \&amp; makes using Taskfeed simple. It holds stakeholders accountable to completing the tasks they're responsible for. It helps us keep projects on-schedule.
> 
> **Desvantagens**: 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.

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### "one of a good option to lessen spam emails" — 4.0/5

> **Avaliador Verificado** | *26 de junho de 2018* | Terceirização/Deslocalização | Recommendation rating: 8.0/10
> 
> **Vantagens**: 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.
> 
> **Desvantagens**: 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

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