Cloud Coach Features

Based on 99 Cloud Coach reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.

Based on 97 Cloud Coach reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Based on 95 Cloud Coach reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work.

Based on 93 Cloud Coach reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.

As reported in 95 Cloud Coach reviews. Define dependencies between tasks and the rules to manage them.

As reported in 86 Cloud Coach reviews. Allows users to update multiple tasks at the same time, accross multiple projects.

Based on 95 Cloud Coach reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.

Define recurring tasks that can be scheduled automatically at pre-defined intervals. This feature was mentioned in 77 Cloud Coach reviews.

Based on 94 Cloud Coach reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.

As reported in 91 Cloud Coach reviews. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Based on 97 Cloud Coach reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.

Based on 91 Cloud Coach reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Based on 92 Cloud Coach reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource. 82 reviewers of Cloud Coach have provided feedback on this feature.

Based on 88 Cloud Coach reviews and verified by the G2 Product R&D team. Track issues at the project or task level, and manage resolutions.

Based on 97 Cloud Coach reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.

Based on 87 Cloud Coach reviews and verified by the G2 Product R&D team. Automatically calculate the critical path for projects and update it when projects change.

Based on 86 Cloud Coach reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.

Based on 88 Cloud Coach reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.

Based on 88 Cloud Coach reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.

Based on 86 Cloud Coach reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks.

Based on 89 Cloud Coach reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.

Identify human and material resources and assign them to projects and portfolios. This feature was mentioned in 44 Cloud Coach reviews.

As reported in 45 Cloud Coach reviews. Resources can be allocated and reallocated across multiple projects and portfolios.

Based on 45 Cloud Coach reviews. Improve resource utilization across various projects and portfolios.

Based on 84 Cloud Coach reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Based on 87 Cloud Coach reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.

Based on 95 Cloud Coach reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.

Provides users a customer-specific score to determine the overall satisfaction of each customer. This feature was mentioned in 10 Cloud Coach reviews.

Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team This feature was mentioned in 10 Cloud Coach reviews.

Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.

Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.

Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

Calculates the risk that your customers will not renew or continue using your product or service.

Discovers and highlights factors that lead to upsell opportunities.

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. 10 reviewers of Cloud Coach have provided feedback on this feature.

Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

As reported in 10 Cloud Coach reviews. Access pre-built and custom reports and dashboards for viewing

The number of sources from which the platform can pull customer data and how well those integrations are supported.

Based on 10 Cloud Coach reviews. Ability to input, modify, and extract data from the application in bulk through a structured file.

Automates everday customer success functions for more efficient and effective day-to-day processes. 10 reviewers of Cloud Coach have provided feedback on this feature.

Set alerts for customer actions in order to respond quickly and proactively. 10 reviewers of Cloud Coach have provided feedback on this feature.

Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

As reported in 10 Cloud Coach reviews. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

As reported in 10 Cloud Coach reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 10 Cloud Coach reviews.

Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. 28 reviewers of Cloud Coach have provided feedback on this feature.

As reported in 25 Cloud Coach reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 33 Cloud Coach reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 28 Cloud Coach reviews. Allows software to be easily used on multiple mobile devices including phones and tablets.

Ability to create and access tasks, transactions and reports while not connected to internet. This feature was mentioned in 26 Cloud Coach reviews.

Define multiple types of portfolios for projects, programs, and services. This feature was mentioned in 45 Cloud Coach reviews.

Plan activities and tasks across various portfolios or programs. This feature was mentioned in 45 Cloud Coach reviews.

Align different kinds of portfolios with business and financial goals. This feature was mentioned in 45 Cloud Coach reviews.

As reported in 44 Cloud Coach reviews. Create the optimal mix of portfolios to achieve operational and financial goals.

Define multiple types of portfolios for projects, programs, and services. 35 reviewers of Cloud Coach have provided feedback on this feature.

Monitor the performance of different types of portfolios and programs. 35 reviewers of Cloud Coach have provided feedback on this feature.

Identify risks that may negatively impact the performance of a portfolio of projects. 36 reviewers of Cloud Coach have provided feedback on this feature.

Based on 30 Cloud Coach reviews. Create the optimal mix of portfolios to achieve operational and financial goals.

As reported in 43 Cloud Coach reviews. Manage dependencies between projects from one or multiple portfolios.

Based on 43 Cloud Coach reviews. Assign priorities for projects that are part of portfolios.

As reported in 40 Cloud Coach reviews. Include lean project management features and best practices.

As reported in 48 Cloud Coach reviews. Generate plans that define tha main activities and resources needed for a project

Based on 48 Cloud Coach reviews. Monitor the progress or all tasks and activities that are part of a project

Based on 44 Cloud Coach reviews. Contains library of skills and resources to allow project managers to find and assign to projects.

Based on 47 Cloud Coach reviews. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Consolidate project and portfolio data from separate sources. 43 reviewers of Cloud Coach have provided feedback on this feature.

As reported in 42 Cloud Coach reviews. Provide custom project and portfolio monitoring visualizations.

Based on 43 Cloud Coach reviews. Monitor the performance of different types of portfolios.

Perform risk analysis at the portfolio or project level. This feature was mentioned in 41 Cloud Coach reviews.

Based on 40 Cloud Coach reviews. Maintains a central repository of customer information and communications.

Based on 35 Cloud Coach reviews. Identify sales opportunities and manage leads pipelines by customer or region.

Based on 34 Cloud Coach reviews. Create and manage marketing campaigns and track their performance

Based on 36 Cloud Coach reviews. Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Automate revenue recogniton by project, portfolio, or milestone and deliverable. 40 reviewers of Cloud Coach have provided feedback on this feature.

Based on 36 Cloud Coach reviews. Ability to create and send electronic invoices, including templates that can be customized/branded.

Accepts multiple types of payments from clients and match with invoices. 33 reviewers of Cloud Coach have provided feedback on this feature.

Based on 41 Cloud Coach reviews. Deliver features to track and manage costs and revenues by project.

Enables accountants and project managers to track and manage budgets. This feature was mentioned in 43 Cloud Coach reviews.

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. This feature was mentioned in 40 Cloud Coach reviews.

As reported in 40 Cloud Coach reviews. Access pre-built and custom reports and dashboards that can be configured by users.

Based on 34 Cloud Coach reviews. Include business and financial KPIs that are specific to project and portfolio management .

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 33 reviewers of Cloud Coach have provided feedback on this feature.

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. 35 reviewers of Cloud Coach have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. 30 reviewers of Cloud Coach have provided feedback on this feature.

Based on 32 Cloud Coach reviews. Provide customizable workflows for onboarding activities and tasks.

As reported in 33 Cloud Coach reviews. Include templates for onboarding project plans and documents.

Generate checklists to monitor the prograss of onboarding projects. 30 reviewers of Cloud Coach have provided feedback on this feature.

Track tasks, project, and dependencies using timeline views or GANTT charts. This feature was mentioned in 34 Cloud Coach reviews.

Allocate resources to tasks and projects, and track their costs. 32 reviewers of Cloud Coach have provided feedback on this feature.

As reported in 31 Cloud Coach reviews. Manage onboarding documents, training materials, and other content.

Assign and track onboarding tasks to internal and external stakeholders. 33 reviewers of Cloud Coach have provided feedback on this feature.

Identify trends and analysis that can be used to optimize onboarding. This feature was mentioned in 32 Cloud Coach reviews.

As reported in 30 Cloud Coach reviews. Provider a portal for customers and external users to collaborate and share documents.

Include features to keep customers engaged such as internal communications. 28 reviewers of Cloud Coach have provided feedback on this feature.

Based on 29 Cloud Coach reviews. Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages. This feature was mentioned in 30 Cloud Coach reviews.

Allow internal and external users to collaborate without loging into the system. 31 reviewers of Cloud Coach have provided feedback on this feature.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

As reported in 17 Cloud Coach reviews. Simulate the outcomes of various business case scenarios and mix of projects

Based on 17 Cloud Coach reviews. Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Create plans to implement activities to achieve strategic objectives This feature was mentioned in 17 Cloud Coach reviews.

Define strategic objectives related to project and portfolio management 17 reviewers of Cloud Coach have provided feedback on this feature.

Provide a 360 view of all projects and portfolios and their corresponding strategies This feature was mentioned in 17 Cloud Coach reviews.

Align project and portfolios with the strategic objectives of the company 17 reviewers of Cloud Coach have provided feedback on this feature.

Based on 18 Cloud Coach reviews. Mitigate risks related to projects and portfolios that may impact strategic objectives

As reported in 17 Cloud Coach reviews. Deploy strategic planning to project and portfolio management activities

Help with continuous improvement and to adapt to strategy updates and market changes This feature was mentioned in 17 Cloud Coach reviews.

Assign priorities to projects and portfolios based on strategic objectives 17 reviewers of Cloud Coach have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting