Compare Cloud Coach and Planhat 
Featured Products
At a Glance
Market Segments
Mid-Market (52.0% of reviews)
Mid-Market (61.1% of reviews)
Entry-Level Pricing
Contact Us
Custom
Cloud Coach
Star Rating
(179)4.5 out of 5
Market Segments
Mid-Market (52.0% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Browse all 4 pricing plansPlanhat
Star Rating
(887)4.5 out of 5
Market Segments
Mid-Market (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Planhat excels in providing a clean and intuitive interface, making it easy to track customer health and manage accounts. Users appreciate the customizable dashboards that centralize customer data, enhancing visibility into renewal risks and workflows.
- Users say that Cloud Coach shines with its powerful integration with Salesforce, which facilitates seamless customer data management and project handling. Reviewers highlight its ability to support diverse project management methodologies, making it a versatile tool for teams.
- According to verified reviews, Planhat's recent updates have significantly improved user experience, with many users noting the platform's fast insights into risks and actions needed. This responsiveness has garnered positive feedback, particularly regarding the support received from their team.
- Reviewers mention that while Cloud Coach offers solid project management features, some users have faced challenges with configuration and setup. Despite its strengths, the implementation process may require more effort compared to Planhat's smoother onboarding experience.
- G2 reviewers highlight that both products have similar star ratings, but Planhat's higher G2 Score reflects greater overall user satisfaction. This suggests that users find Planhat to be a more reliable choice for their customer success needs.
- Users report that Cloud Coach provides excellent project management guidance, but it may not be as robust in customer health monitoring compared to Planhat. Reviewers have noted that Planhat's features for tracking customer profiles and monitoring health are more comprehensive, leading to better insights.
Pricing
Entry-Level Pricing
Cloud Coach
Ultimate
Contact Us
Perfect for PMOs
- Portfolio Management
- Demand Capture
- Stage Gates
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Cloud Coach
Free Trial is available
Planhat
No trial information availableRatings
Meets Requirements
8.6
161
8.6
736
Ease of Use
8.2
163
8.3
744
Ease of Setup
7.3
126
7.5
501
Ease of Admin
7.9
105
8.2
446
Quality of Support
9.0
149
9.2
715
Has the product been a good partner in doing business?
9.3
108
9.3
442
Product Direction (% positive)
9.2
153
9.2
686
Features by Category
Sales Force Automation
Not enough data
8.4
28
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.2
28
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.5
25
Marketing Automation
Not enough data
7.3
27
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Customer Support
Not enough data
7.2
27
Not enough data
7.0
28
Not enough data
7.4
28
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.6
29
Not enough data
7.4
29
Not enough data
7.0
26
Mobile & Social
Not enough data
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Platform
Not enough data
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Integration
Not enough data
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Generative AI
Not enough data
7.0
18
Agentic AI - CRM
Not enough data
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Tasks
8.5
99
|
Verified
Not enough data
8.5
97
|
Verified
Not enough data
8.2
95
|
Verified
Not enough data
8.2
93
|
Verified
Not enough data
8.1
96
Not enough data
7.2
86
Not enough data
8.2
95
|
Verified
Not enough data
7.1
77
Not enough data
Projects
8.1
94
|
Verified
Not enough data
8.2
91
Not enough data
8.7
97
|
Verified
Not enough data
7.6
91
|
Verified
Not enough data
7.8
92
|
Verified
Not enough data
7.0
82
Not enough data
7.8
88
|
Verified
Not enough data
8.5
98
|
Verified
Not enough data
7.6
87
|
Verified
Not enough data
7.8
86
|
Verified
Not enough data
8.1
88
|
Verified
Not enough data
Resource Management
7.9
88
|
Verified
Not enough data
7.7
88
|
Verified
Not enough data
7.8
89
|
Verified
Not enough data
Project Monitoring
7.6
84
|
Verified
Not enough data
8.0
88
|
Verified
Not enough data
8.0
96
|
Verified
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Project Management
Not enough data
Not enough data
8.7
5
Not enough data
8.3
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Information
7.3
10
8.6
556
|
Verified
7.2
10
8.8
549
|
Verified
7.6
9
8.8
560
|
Verified
6.3
8
8.2
545
|
Verified
5.6
8
8.5
513
|
Verified
7.0
9
8.0
489
|
Verified
6.0
8
7.2
420
|
Verified
Predictions
5.9
9
7.9
494
|
Verified
5.4
9
7.4
431
|
Verified
6.7
10
8.3
493
|
Verified
5.4
9
6.6
348
|
Verified
Platform
8.0
10
8.3
545
|
Verified
8.0
10
8.1
517
|
Verified
8.0
10
8.2
489
|
Verified
7.9
11
8.5
496
|
Verified
7.7
10
8.2
521
|
Verified
8.3
10
8.6
518
|
Verified
8.0
10
8.8
508
|
Verified
8.1
9
8.9
475
|
Verified
7.7
10
8.5
518
|
Verified
8.2
10
8.8
521
|
Verified
Generative AI
5.4
8
6.1
170
5.8
8
6.2
173
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Portfolio Management
8.1
45
Not enough data
8.6
45
Not enough data
8.1
45
Not enough data
7.9
44
Not enough data
Project Management
8.2
43
Not enough data
8.1
43
Not enough data
7.9
40
Not enough data
Resource Management
8.7
44
Not enough data
8.5
45
Not enough data
8.3
45
Not enough data
Data & Analytics
8.4
43
Not enough data
8.5
42
Not enough data
8.6
43
Not enough data
7.8
41
Not enough data
Strategy - Project and Portfolio Management
7.5
17
Not enough data
7.8
17
Not enough data
7.8
17
Not enough data
7.7
17
Not enough data
7.7
17
Not enough data
7.8
17
Not enough data
7.2
18
Not enough data
7.6
17
Not enough data
7.9
17
Not enough data
8.0
17
Not enough data
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Behavioral Analytics - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
Not enough data
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Intelligence
Not enough data
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Mapping
Not enough data
6.9
84
Not enough data
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Customer Management
7.4
40
Not enough data
7.3
35
Not enough data
6.5
34
Not enough data
6.7
36
Not enough data
Project Management
8.4
48
Not enough data
9.0
49
Not enough data
8.4
44
Not enough data
8.4
48
Not enough data
Accounting
6.9
40
Not enough data
6.4
36
Not enough data
6.0
33
Not enough data
6.8
41
Not enough data
7.4
43
Not enough data
Portfolio Management
7.0
36
Not enough data
7.0
35
Not enough data
7.8
36
Not enough data
6.9
30
Not enough data
Analytics
7.5
40
Not enough data
8.5
40
Not enough data
8.1
34
Not enough data
Administration
8.1
33
Not enough data
8.3
36
Not enough data
7.8
30
Not enough data
Platform
7.8
28
Not enough data
7.1
25
Not enough data
8.7
33
Not enough data
6.1
28
Not enough data
5.8
26
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Artificial Intelligence - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
8.1
32
8.6
252
8.7
33
8.1
256
8.4
30
8.6
258
Project Tracking
8.5
34
8.2
235
8.6
32
7.7
201
7.3
31
8.0
211
8.7
33
8.4
254
7.2
32
7.9
208
Customer Engagement
7.1
30
7.8
229
7.0
28
8.0
224
6.4
29
7.4
213
7.9
30
8.3
229
7.8
31
8.1
233
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Salesforce AppExchange Apps
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
Cloud Coach and Planhat are categorized as Customer Success and Client Onboarding
Unique Categories
Cloud Coach is categorized as Project and Portfolio Management, Professional Services Automation, Project Management, and Salesforce AppExchange Apps
Planhat is categorized as Client Portal, Customer Journey Mapping, Customer Revenue Optimization, Product Analytics, Subscription Revenue Management, Customer Data Platform (CDP), CRM, Data Quality, and AI Agent Builders
Reviews
Reviewers' Company Size
Cloud Coach
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
20.6%
Information Technology and Services
18.3%
Hospital & Health Care
9.7%
Consulting
5.7%
Health, Wellness and Fitness
3.4%
Other
42.3%
Computer Software
37.7%
Information Technology and Services
18.3%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.2%
Other
31.3%
Alternatives
Discussions
Links in the Documents section
3 Comments
JC
Hey Shannon, Thank you for your question. My name is John Clarkson and I am one of the Customer Success Managers at Cloud Coach. Deleting a document or link...Read more
What does Cloud Coach do?
1 Comment
JF
Cloud Coach is a Project Portfolio Management system that allows for all aspects of a project. From project intake to lessons learned, it helps to manage it...Read more
Cloud Coach has no more discussions with answers
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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