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Compare Cloud Coach and Vitally 
Featured Products
At a Glance
Market Segments
Mid-Market (52.0% of reviews)
Mid-Market (55.3% of reviews)
Entry-Level Pricing
Contact Us
No pricing available
Cloud Coach
Star Rating
(182)4.5 out of 5
Market Segments
Mid-Market (52.0% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Browse all 4 pricing plansVitally
Star Rating
(685)4.5 out of 5
Market Segments
Mid-Market (55.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about VitallySummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Cloud Coach excels in its integration with Salesforce, which significantly enhances customer data management and project oversight. Users appreciate how this integration allows for seamless project management without the need to switch between applications.
- Users say that Vitally stands out for its customizable Playbooks, which enable teams to create tailored workflows based on client activity. This flexibility is particularly beneficial for different departments, allowing for a more personalized approach to customer management.
- According to verified reviews, both Cloud Coach and Vitally receive high marks for their quality of support, with users noting that they feel well-supported in their endeavors. However, Vitally's broader feature set may provide more comprehensive assistance for customer success teams.
- Reviewers mention that while Cloud Coach has a solid project management guide, it sometimes struggles with setup ease compared to Vitally. Users have highlighted that Vitally's onboarding process is more intuitive, making it easier for teams to get started quickly.
- Users appreciate the detailed customer health metrics in Vitally, which allow for granular insights into customer engagement. This feature is a game-changer for teams looking to proactively manage customer relationships and identify potential churn risks.
- G2 reviewers note that while both products cater well to mid-market companies, Vitally's larger user base and higher number of recent reviews suggest a more robust and reliable platform for ongoing customer success management.
Pricing
Entry-Level Pricing
Cloud Coach
Ultimate
Contact Us
Perfect for PMOs
- Portfolio Management
- Demand Capture
- Stage Gates
Vitally
No pricing availableFree Trial
Cloud Coach
Free Trial is available
Vitally
Free Trial is available
Ratings
Meets Requirements
8.6
163
8.7
554
Ease of Use
8.2
165
8.4
572
Ease of Setup
7.3
128
8.1
314
Ease of Admin
8.0
106
8.7
209
Quality of Support
9.0
151
9.0
466
Has the product been a good partner in doing business?
9.3
109
9.3
209
Product Direction (% positive)
9.2
155
9.1
531
Features by Category
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
8.7
436
|
Verified
7.2
10
8.9
436
|
Verified
7.6
9
8.8
431
|
Verified
6.3
8
8.4
420
|
Verified
5.6
8
8.7
433
|
Verified
7.0
9
8.6
407
|
Verified
6.0
8
7.6
349
|
Verified
Predictions
5.9
9
8.1
407
|
Verified
5.4
9
7.7
373
|
Verified
6.7
10
8.5
389
|
Verified
5.4
9
6.7
324
|
Verified
Platform
8.0
10
8.5
416
|
Verified
8.0
10
8.4
393
|
Verified
8.0
10
8.2
379
|
Verified
7.9
11
8.5
388
|
Verified
7.7
10
8.2
402
|
Verified
8.3
10
8.7
409
|
Verified
8.0
10
8.8
393
|
Verified
8.1
9
8.8
362
|
Verified
7.7
10
8.8
401
|
Verified
8.2
10
8.8
387
|
Verified
Generative AI
5.4
8
Feature Not Available
5.8
8
Feature Not Available
Agentic AI - Customer Success
Not enough data
8.8
11
Not enough data
8.6
11
Not enough data
8.8
12
Not enough data
9.2
12
Not enough data
8.2
11
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
Sales Team
Not enough data
7.9
89
Not enough data
7.6
90
Not enough data
8.4
104
Intelligence
Not enough data
8.2
99
Not enough data
7.5
94
Not enough data
7.6
90
Mapping
Not enough data
7.5
88
Not enough data
8.0
96
Agentic AI - Customer Revenue Optimization
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
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
49
Not enough data
9.0
50
Not enough data
8.4
44
Not enough data
8.5
49
Not enough data
Accounting
6.9
40
Not enough data
6.4
36
Not enough data
6.0
33
Not enough data
6.9
42
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
7.6
41
Not enough data
8.5
40
Not enough data
8.1
35
Not enough data
Administration
8.1
34
Not enough data
8.3
37
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
127
8.7
33
8.6
131
8.4
30
8.4
125
Project Tracking
8.5
34
8.5
127
8.6
32
8.2
119
7.3
31
8.2
119
8.7
33
8.5
128
7.2
32
8.2
118
Customer Engagement
7.1
30
8.1
117
7.0
28
8.1
117
6.4
29
7.8
112
7.9
30
8.5
117
7.8
31
8.3
120
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
Categories
Categories
Shared Categories
Cloud Coach and Vitally 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
Vitally is categorized as Customer Revenue Optimization
Reviews
Reviewers' Company Size
Cloud Coach
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Vitally
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
20.3%
Information Technology and Services
18.1%
Hospital & Health Care
9.6%
Consulting
5.6%
Management Consulting
3.4%
Other
42.9%
Computer Software
44.2%
Information Technology and Services
22.8%
Financial Services
4.3%
Computer & Network Security
3.6%
Marketing and Advertising
3.4%
Other
21.7%
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
Vitally has no discussions with answers
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