--- title: Cloud Coach Reviews meta_title: 'Cloud Coach Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 176 reviews by the users' company size, role or industry to find out how Cloud Coach works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 176 scale: '5' date_modified: '2026-08-09' parent_category: name: ERP url: https://www.g2.com/categories/erp --- # Cloud Coach Reviews **Vendor:** Cloud Coach **Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) **Average Rating:** 4.5/5.0 **Total Reviews:** 176 ## About Cloud Coach From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform. ## Cloud Coach Pros & Cons **What users like:** - Users commend the **ease of use** of Cloud Coach, appreciating its intuitive interface and quick setup process. (51 reviews) - Users value the **seamless integration with Salesforce** in Cloud Coach, enhancing project management efficiency and visibility. (44 reviews) - Users value the **seamless integrations** with Salesforce, enhancing project management and data visibility across the organization. (42 reviews) - Users value the **easy integration** of Cloud Coach with Salesforce, enhancing customization and functionality for company-specific needs. (33 reviews) - Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency. (32 reviews) - Users praise the **responsive and knowledgeable customer support** of Cloud Coach, enhancing overall satisfaction and implementation. (27 reviews) - Users value the **customizable features** of Cloud Coach, enhancing adaptability to diverse business needs and boosting productivity. (26 reviews) - Flexibility (24 reviews) - Efficiency (22 reviews) - Resource Management (21 reviews) **What users dislike:** - Users find the **learning curve steep** , which can be intimidating for newcomers to Cloud Coach. (24 reviews) - Users find Cloud Coach to have **cumbersome complexity** that hinders usability and requires extensive customization efforts. (20 reviews) - Users note **missing features** in Cloud Coach, highlighting the need for more comprehensive functionalities and improvements. (15 reviews) - Users find **limited customization** options in Cloud Coach compared to other project management tools, leading to frustration. (13 reviews) - Users find Cloud Coach's interface **cumbersome and overly complex** , especially when managing dependencies in projects. (12 reviews) - Difficult Setup (12 reviews) - Users find **access limitations** in Cloud Coach, particularly regarding integration and mobile app features, frustrating and restrictive. (10 reviews) - Users find **limited features** in Cloud Coach, affecting usability and restricting project management capabilities. (10 reviews) - Beginner Difficulty (9 reviews) - Steep Learning Curve (9 reviews) ## Cloud Coach Reviews ### 1. Cloud Coach Streamlines Projects and Enhances Team Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Mandeep S. | IT Support • Technical Support • Service Desk • Desktop Support • Cloud/365 Support • System Admin • SOC L1 • Cybersecurity Analyst, Computer & Network Security, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Cloud Coach?** What I like most about Cloud Coach is how well it brings together project management, customer support, and CRM tools in one clean platform. It’s easy to set up workflows, assign tasks, and monitor progress without jumping between different systems. The dashboard gives a clear overview of everything happening across teams, which really helps with coordination and accountability. I also appreciate the responsive customer support — they genuinely try to solve issues rather than just send automated replies. **What do you dislike about Cloud Coach?** The only downside I’ve noticed is that some advanced features take a little time to learn, especially for smaller teams or new users. A few parts of the setup could be simplified, and initial onboarding might feel slightly technical for beginners. Once you get familiar with it though, everything runs smoothly. **What problems is Cloud Coach solving and how is that benefiting you?** It helps streamline our project management and client onboarding processes. Before using it, keeping track of multiple projects and timelines was challenging, especially when several team members were involved. With Cloud Coach, it’s much easier to assign tasks, monitor progress, and ensure clients are updated on time. The built-in visibility and reporting features reduce communication gaps and help us deliver projects more efficiently. It also improves accountability within the team and saves a lot of time that used to be spent switching between tools. ### 2. Strong Project Management software **Rating:** 4.0/5.0 stars **Reviewed by:** Meghan S. | Implementation Project Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Cloud Coach?** I would say this platform is mostly pretty user-friendly. It is easy to get into and navigate, and the learning curve was not too steep as I transitioned from a different PM software into this one. I am still transitioning out of my old system so I don't yet use the system as frequently as I expect to in the future, but I am mostly enjoying the process so far. I appreciate the auto-save feature and the easy-to-understand views. Our organization defaults to the Gantt view, but I have also found value in toggling over to the List view as well. Highlighting the Critical Path has been really helpful in trying to lay out dependencies and timelines. It is also nice how Cloud Coach allows the users to designate which tasks have external deliverables or should be included in external updates, which really lets us pick and choose how robust the client-facing updates get, while still providing for plenty of data for our internal stakeholders and teams. There are many features of the system to connect to other parts of the organization, since Cloud Coach is part of Sales Force suite. I think there is a great deal of power here, but admittedly I have not yet explored all of it. I'm excited by the "Chatter" menu, which allows information and questions to be shared, along with polls. Once a user is in and operating across multiple projects, features like My Day are helpful in pulling together high priority tasks from a variety of different projects. I look forward to exploring and better understanding features around Resourcing and Change Management. It appears as though there is a robust LMS built into Sales Force as well, which I'm hopeful will allow me to enhance and scale my skills further. **What do you dislike about Cloud Coach?** In a complex project with many dependencies, it can be a challenge to connect dependencies within the Gantt chart. This seems easy - just draw an arrow from the handle of one task to another - but can be tricky to navigate for a newer user (like myself), especially when there are already many dependency lines across the view. It is beneficial for an organization to be thoughtful about how they engage and then roll the system out, to ensure they have the right license type to support their organizational needs. If not, it can be a little bit clunky working out solutions to what end up being system limitations. **What problems is Cloud Coach solving and how is that benefiting you?** We are a software as a solution product and working with a wide variety of clients with differing needs. Our projects are mostly very similar, which is allowing us to make great use of templates as a starting point, but have a high degree of variation within them, so we need to be able to fluidly navigate making project plan adjustments. Doing so with speed and efficiency allows us to be more on the ball as it relates to the work that needs to be done, along with improving both our internal and external communications. ### 3. Navigating Implementation through Cloud Coach **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Cloud Coach?** Cloud interface is functional and allows tasks to be created and tracked, though sometimes navigation can feel less intuitive than expected. Reporting features provide necessary information on project status, but the insights occasionally lack the depth needed for more complex projects. Integrations with other systems are available, though setting them up required additional time and occasional troubleshooting. The tool supports multiple project management methodologies, but adapting it fully to specific workflows sometimes proved challenging. The support team is quick to assist and knowledgeable, ensuring any issues are resolved fast so we maintain momentum. Overall, it’s a powerful solution that drives transparency, accountability, and teamwork across projects. I would confidently recommend this tool to any team looking to elevate their project management game. **What do you dislike about Cloud Coach?** As an end user there are more nimble tools in terms of task level management of the project plan. This comes w/ the territory of being native to Salesforce vs. Microsoft or spreadsheet based. **What problems is Cloud Coach solving and how is that benefiting you?** An integrated solution with Salesforce that assists in continuity of information by leveraging the customer profile to build and track scope and execution of work. ### 4. Flexible integration with Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth H. | Business Systems Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Cloud Coach?** We love how flexible the product is, and how it integrates with Salesforce. While there is so much to utilize out of the box, we also have the option to customize to meet our needs. **What do you dislike about Cloud Coach?** There is so much functionality to know and understand about Cloud Coach, it can be intimidating to someone first utilizing the product. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach is allowing us to better unify our various onboarding teams, providing more insight into all the work that occurs throughout implementation ### 5. Feedback on Cloud Coach **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Cloud Coach?** Cloud Coach has a comprehensive set of tools for our business including project management, time tracking, and resource management. Being a Salesforce shop, the native functionality feels seem less and ability to configure workflows is easy. Support at Cloud Coach is engaged and helpful. **What do you dislike about Cloud Coach?** Management of the project plan can be clunky and isn’t as user friendly as we would like. We wish there were more options in the external view for information input from our customers and partners. Our support team has changed hands quite a bit and doesn’t always understand our business. **What problems is Cloud Coach solving and how is that benefiting you?** Ability to easily report on progress of our implementations and where we have gaps to bring a client live. ### 6. Confident in the Solution, but does need some enhancement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 01, 2025 **What do you like best about Cloud Coach?** Ability to see all aspects of the project in one location **What do you dislike about Cloud Coach?** Still needs some modification to make the user experience a bit more pleasant, but Cloud Coach customer Service is great. **What problems is Cloud Coach solving and how is that benefiting you?** Manual tracking and inability to report accurately and timely ### 7. Benefits of Cloud Coach for Salesforce Project Managers **Rating:** 4.0/5.0 stars **Reviewed by:** Sergio C. | Salesforce Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Cloud Coach?** Seamless Integration with Salesforce: Cloud Coach is a Salesforce-native project management solution, which means it is built directly on the Salesforce platform. This integration allows project managers to leverage their existing Salesforce records and launch projects directly from them. It provides a true 360-degree view of accounts and enables project creation based on business rules. Additionally, it can connect with any Salesforce-based objects **What do you dislike about Cloud Coach?** Limited Customization: While Cloud Coach offers various project management features, some users feel that it lacks certain customization options compared to other project management tools. Integration Challenges: Although Cloud Coach is designed to integrate seamlessly with Salesforce, some users have experienced challenges or inconsistencies with integration, particularly with custom Salesforce setups or configurations. **What problems is Cloud Coach solving and how is that benefiting you?** Saves Training Time: Since Cloud Coach is built on the Salesforce platform, project managers who are already familiar with Salesforce will find it easier to use. They will have completed the majority of their training by using a Salesforce-native project management solution like Cloud Coach. Comprehensive Project Management Capabilities: Cloud Coach offers a full suite of project management capabilities, including project planning, execution, and closure. It also includes project templates that automate project creation and save time. These capabilities are based on over ten years of customer-driven research and are designed to help project managers plan and execute projects successfully. Scalable and Customizable: Cloud Coach is a secure and scalable solution built on the Salesforce platform. It allows customers to manage thousands of projects across different strategic initiatives, departments, and business units. The platform also offers customization options to meet specific requirements. ### 8. Ease of use on the Salesforce platform **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Cloud Coach?** What I appreciate most about Cloud Coach is its seamless integration with the Salesforce platform. It brings benefits such as utilizing master data, streamlined administration, and access to standard platform tools. The customizable workflows and interfaces are allowing us to tailor the solution to our processes. Also, the system's user-friendliness stands out, enabling end users to track tasks and report time in a simple way, enhancing overall productivity and user experience. **What do you dislike about Cloud Coach?** Cloud Coach's tools on the Salesforce platform has a great adaptability, allowing us to customize it to our operational needs. The platform could, however, be enhanced by more predefined best practices and processes to facilitate a simpler setup experience, especially related to financial reporting and processes. While this requires a greater time investment configuring the system, it should be noted that it does not detract from the end-user experience, which remains straightforward and efficient. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach has been instrumental in enhancing our control and oversight of project portfolios at various levels - enabling management by exception by highlighting projects that are off compared to defined baselines. It simplifies the process for our team to enter time and ensures efficient invoicing to our customers. Additionally, the platform aids in effective project resourcing and resource allocation, allowing us to optimize our workforce. This contributes to an efficient operational workflow within our organization. ### 9. customizable software that is great for tracking projects **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Cloud Coach?** Cloud Coach allows us to centralize time tracking, workflow, and billing for projects. It is great for keeping track of projects with multiple parts or phases. It is very customizable, and post go-live support resources are very responsive and easy to work with. **What do you dislike about Cloud Coach?** Clould Coach does a good job at handling most aspects of projects, but project documentation has been a bit of a challenge. Some types of projects are worked day-to-day, more like a support case than a project. but they are still billable projects that need to be managed in Cloud Coach. Being able to easily access and review past documentation has been challenging. I'm not sure if this is a limitation in Cloud Coach or just our company's implementation or usage of it though. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach is able to track and store a lot of discreet data about projects. ### 10. Cloud Coach neat tool with a lot of potential **Rating:** 3.5/5.0 stars **Reviewed by:** Nicole B. | Senior Practice Lead, Solution Delivery, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Cloud Coach?** Cloud Coach has a lot out of the box functionality. It is also flexible enought to be adjusted to Business Processes that are different from the standard ones. The reporting functionality is great! **What do you dislike about Cloud Coach?** Cloud Coach needs a thorough process review and re-engineering before implemented. While a lot of things are technically possible, the implementation partner needs to have a strong busines process background and ask the right questions. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach gives you the insights you need on the project, program and organization level. While there are numerous other Project Management tools out there, Cloud Coach also covers the staffing part of projects, which is a headache at times. ### 11. Cloud Coach as the foundation for evolving service delivery **Rating:** 4.0/5.0 stars **Reviewed by:** Jason R. | Chief Operating Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2024 **What do you like best about Cloud Coach?** The potential for using Cloud Coach to bring together project management capabilities with resource management for a B2B SaaS organization. Being built on the Salesforce platform enabling connecting visibility and communication **What do you dislike about Cloud Coach?** Configuring Cloud Coach as part of a larger change management initiative to evolve the service delivery operations has been a challenge. A lot of questions that needed to be answered were not identified until we were further into the process causing delays and changes in the strategy. The implementation was assumed to be basic as we were not replacing anything, but the challenge was not having experience within the team to make informed decisions. **What problems is Cloud Coach solving and how is that benefiting you?** Visibility into the status, cost, and timing of client projects. The ability to manage resource assignments and proactively schedule projects based on staffing needs of projects in queue. Ability to properly price projects with consistent insights into the time and cost of projects. ### 12. Great customer service. System capability is limited but gets the job done! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2024 **What do you like best about Cloud Coach?** I like the integration with Salesforce and ease of use for day-to-day processes. Great tool for any implementation or poject management use. Customer support is excellent. **What do you dislike about Cloud Coach?** Lack of ease in editing task lists (i.e. removing a section or mulitple tasks individually rather than having the ability to delete an entire section). Removing tasks can be time consuming and often need to refresh due to recieipt of errors when deleting mulitple tasks. Reporting function is not user friendly. **What problems is Cloud Coach solving and how is that benefiting you?** Keeps internal team on track during client implementation to ensure steps/tasks are not missed throughout the process. Reporting capabilities to provide further insight to implementation delays, implementation timing (speed from initiation to completion), and tracking processes/documents in one system of record. ### 13. Great platform so far! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Cloud Coach?** There are a lot of great features within the project and resourcing tab that is useful for our workflow. I also like that it is a tool that can connect to Salesforce since it keeps the data organized on both sides. **What do you dislike about Cloud Coach?** A lot of our processes and workflow are specific so it requires a lot of additional automation that needs to be added to the projects. This can sometimes clutter up how the projects appear in Cloud Coach. It also slows down loading time when there's a lot of flows and automations happening in the background. **What problems is Cloud Coach solving and how is that benefiting you?** Gives us a platform to house all our project data and keep track of how a campaign is running. ### 14. Customizable **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica B. | Manager, Project Management, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Cloud Coach?** - Adaptability Cloud Coach has continued to adapt to our needs as an organization, however, there is a lot of room to continue to grow in a project management - profolio management software **What do you dislike about Cloud Coach?** - Our clients' view / use of CC - On the go project management tools would be amazing - Too many ways to do things - doesn't help with standardization -- End users want to know how the product was designed to work successfully for Project Management **What problems is Cloud Coach solving and how is that benefiting you?** Gantt charts and reporting abilities ### 15. Cloud Coach from a Consultant's View **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Cloud Coach?** Cloud is an invaluable third-party tool that seamlessly integrates with Salesforce, enhancing it with additional features. The standout aspect of Cloud Coach is its robust project management capabilities, which significantly improve our ability to oversee and manage projects efficiently. This integration streamlines workflows, making it an essential asset for businesses utilizing Salesforce. **What do you dislike about Cloud Coach?** What I dislike about Cloud Coach is that it can be somewhat complex to navigate initially, especially for new users. The learning curve is steep, and the interface can feel overwhelming. Additionally, some features might require more customization to fit specific business needs, which can be time-consuming and may require additional support. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach addresses project management inefficiencies by integrating seamlessly with Salesforce. It offers robust tools for tracking, task management, and resource allocation. This integration centralizes project data, enhancing team collaboration and visibility. As a result, our business experiences more organized project execution, better resource utilization, and improved overall efficiency. ### 16. Cloud Coach Helped Us Level-Up Our Implementation Game **Rating:** 4.0/5.0 stars **Reviewed by:** Todd S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Cloud Coach?** Cloud Coach really helped us level-up our game implementing our software for a broad customer base. Being a Salesforce-native solution helps us maintain continuity and a full picture through sale, implementation, and retention. We've been able to leverage Cloud Coach to make our implementations more consistent and efficient, regardless of which team member is running the implementation. And, while we've only scratched the surface, we've been able to report on and learn so much more about our projects than we ever thought possible. **What do you dislike about Cloud Coach?** As a Salesforce-native solution, the opportunities to configure and tailor Cloud Coach to your organization's needs are endless. We've built processes to create an "internal roadmap" and prioritize the use of new or untapped functionality. For us, the customization and plethora of options/functions is a plus. **What problems is Cloud Coach solving and how is that benefiting you?** Consistency and predictability across implementation projects, transparency/visibility into status and risks, and leadership reporting. ### 17. Helpful in managing multiple projects **Rating:** 3.5/5.0 stars **Reviewed by:** Victoria K. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Cloud Coach?** I like the cloud coach project plans. They allow me to see my progress, track action items and notes, and follow a standardized project plan. **What do you dislike about Cloud Coach?** Overall I feel like Cloud Coach is not super intuitive at times. I've had to go through a lot of trial and error with how I use and create project items. Things are constantly being developed and changing, making me feel like I am always trying to ctahc up on the latest features. **What problems is Cloud Coach solving and how is that benefiting you?** Keeping track of my project progress. I have always tracked project in OneNote and tried to develop deliverables for my customers (such as timelines, project plans, meeting notes/action items. etc.). Cloud Coach allows me to keep my projects separate, with the details easily searchable. Instead of creating notes templates and timelines on my own, I like that everything is in a standard format and easily editable. For example, timelines constantly need to be updated and I like that you can just drag and drop items on the gantt view and document when things change. Overall, I feel like Cloud Coach helps me save time because the deliverables are already there and ready to use. **Official Response from Jonny Pugh:** > Thank you for the honest feedback here on G2! It's great to hear you appreciate the standardized project plans, action items, notes tracking, and time savings with Cloud Coach. We understand that usability and catching up with rapid development cycles can sometimes be a challenge. We are committed to refining our processes and streamlining our features for a more intuitive user experience. Our last update on timesheets, removing the need for multiple tabs and giving access to all of these features in a single page, is one example of our commitment to improving the usability and ease of use of Cloud Coach. We have more plans for this underway but in the meantime we'd love to help. For one-on-one guidance on mastering Cloud Coach, please get in touch with your CSM or email support@cloudcoach.com. We'll also keep your feedback in mind as we strive to make future updates intuitive and easy to adopt. ### 18. Solid project management software option **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2024 **What do you like best about Cloud Coach?** Project templates - allow flexibility for different types of projects for our company. Task dependencies - ensure the proper process is followed for project execution, every time. Salesforce platform - integrates seamlessly with our Salesforce org. Customer support - very responsive and solutions-oriented. **What do you dislike about Cloud Coach?** Cost of licensing and data sharing rules are a little restrictive. Navigation can be a little slow/lots of clicks. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach helps us follow a consistent project process for installation work, ensuring no critical steps are missed along the way. Work Types help ensure the right person is assigned to the right task as well. **Official Response from Jonny Pugh:** > Thank you for the great review on G2! We're so happy that project templates, task dependencies, Salesforce integration, and our support team are making a difference. We appreciate your feedback on cost and navigation – we’re continuing to streamline our UX design and we'll take these points into consideration for future improvements. Please reach out to support@cloudcoach.com if any specific navigation issues are causing significant slowdowns. ### 19. Cloud coach review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2024 **What do you like best about Cloud Coach?** I find the documents section very easy to use and a time saver. **What do you dislike about Cloud Coach?** Modifying timelines is a bit tedious when using the list view as you have to click page by page to get to what you need vs everything visable on one page or a scroll bar **What problems is Cloud Coach solving and how is that benefiting you?** Cloud coach is enabling our organization to reduce duplicate entry and one stop shop for tracking our Implementation projects **Official Response from Jonny Pugh:** > Thank you for sharing your review on G2. We're glad to hear the documents section is proving useful and saving you time. Your feedback about timeline modification is very valuable. We'll explore ways to streamline this process to make it less tedious. Please reach out to support@cloudcoach.com if you have additional suggestions. We're happy to hear Cloud Coach is reducing duplicate work for your implementation projects! ### 20. Salesforce - Cloud Coach Integrated Project Management **Rating:** 3.5/5.0 stars **Reviewed by:** Sarah W. | Certified Personal Trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Cloud Coach?** It has extensive features and flexibility that help you manage all aspects of a project. **What do you dislike about Cloud Coach?** It requires a lot of customization which is great but can also be very overwhelming. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach integrates with Salesforce giving real-time resource forecasting. ### 21. Cloud Coach has provided us with countless project insights that we didn't have access to before. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Cloud Coach?** The level of detail you can add to any aspect of the project, allowing our organization to really streamline how projects are managed. The integration with Salesforce, providing the ability to surface Opportunity information tied to each project. The insights into every project that are made possible with Cloud Coach which have allowed us to surface metrics to show how efficient & consistent we are in project management across the org. **What do you dislike about Cloud Coach?** CC presents a tough learning curve. Our onboarding experience, prior to Brian Poynter, wasn't all that beneficial in hindsight. We weren't provided with the necessary tools and resources we needed from the onset to be successful right away. We could have used more guidance and recommendations on best practices and use of the new tool. However, after a year in Cloud Coach, and regular meetings with Brian Poynter and Cloud Coach support, we are catching our groove and finding what works best for our organization. The learning curve is still large for the end user, but I feel fully equipped with everything I need from the Cloud Coach team to assist in improving the end user experience. **What problems is Cloud Coach solving and how is that benefiting you?** We can now report on countless project metrics. Ultimately, CC is providng data we didn't have access to before, and helping us standardize our approach in project management, as well as allowing us to become more efficient. ### 22. CloudCoach - 1 year after implementation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2023 **What do you like best about Cloud Coach?** Cloud Coach has empowered my team to streamline workflows and greatly improve our reporting capabilities to our executive leadership, especially regarding key performance indicators (KPIs) such as On Time, On Budget, and On Quality, as well as Gross Margin metrics. Additionally, it has notably increased project visibility for colleagues across the company who hold a Cloud Coach license. For the most part, the tool is easy for our teams to use to manage their projects. **What do you dislike about Cloud Coach?** We've encountered some limitations with Cloud Coach's out-of-the-box functionality. Fortunately, with our dedicated internal Salesforce team, we've managed to overcome many challenges. However, this could pose a potential issue for companies lacking similar resources to creatively address such challenges. The implementation phase has been challenging, but now that we have optimized many of our templates, we are finding the teams have been able to use the tool effectively. **What problems is Cloud Coach solving and how is that benefiting you?** Standardizing the implementation process across various resources and offering crucial visibility and insights into key performance indicators (KPIs). ### 23. Cloud Coach - A Great Tool and a Great Team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** August 30, 2024 **What do you like best about Cloud Coach?** The integration with Salesforce and the ability to interconnect processes and workflows. Implementation was pretty smooth. Our customer success manager is great. **What do you dislike about Cloud Coach?** There are little anomalies that appear at times clicking through screens. These can be hard to track down and resolve. There are a plethora of ways to view content. Sometimes this is confusing for users. **What problems is Cloud Coach solving and how is that benefiting you?** We displaced a product that was difficult to customize and scale as the business needs changed. We are able to integrate into salesforce which streamlines our end to end processes. ### 24. Strong Start with a Growing Product **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Cloud Coach?** The native integration with Salesforce will help streamline our organization's operations, and we particularly appreciated that consultants we already work with in Salesforce were able to get certified in Cloud Coach and then support our implementation. Cloud Coach's team have been engaged during implementation and are supporting our consultants to customize the platform to our needs. **What do you dislike about Cloud Coach?** We are needing to work through more customization and setup than I'd hoped. In particular, we are trying achieve task-based planning with month-level time tracking & finances. We would also like to be able to split the total estimated hours on tasks by the number of hours, not just a percentage. **What problems is Cloud Coach solving and how is that benefiting you?** We used to have too many different systems to manage sales, finances, time tracking, capacity and projects across the firm, and needed to consolidate those into one shared system. Our primary goal was to find something simple and intuitive for our staff that meets these needs. We are still in the implementation phase, but with time Cloud Coach should be able to do all of these things for us, or integrate with the other platforms we use like Salesforce. **Official Response from Jonny Pugh:** > We're pleased that Cloud Coach's Salesforce integration and our implementation team are making a positive difference for your organization. It's also great to know you're leveraging existing relationships with your Salesforce consultants to streamline the process. We will be releasing some resourcing updates this year which should help with your existing needs. Your CSM will be able to provide more details as we get closer to launch! We're excited to continue this journey with you as Cloud Coach evolves to support your growing needs. ### 25. Excellent integration with Salesforce and works well for a small team. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Cloud Coach?** Integration with Salesforce. Time tracking for my team. **What do you dislike about Cloud Coach?** Website can be buggy occasionally. Does not work well in Safari for my Mac users and the IOS app is almost unusable. **What problems is Cloud Coach solving and how is that benefiting you?** Multiple teams working on the same project and insight into each teams status and process. ### 26. Great PSA solution, user friendly and easy to implement **Rating:** 4.0/5.0 stars **Reviewed by:** Beth A. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2024 **What do you like best about Cloud Coach?** Easy to use for end user, very simple to implement - many companies could implement straight off the shelf, team at Cloud Coach always quick to provide support and keen to hear about any issues and ways they could develop the software further **What do you dislike about Cloud Coach?** Reporting has been a little challenging at times, due to the complicated configuration behind Cloud Coach the Salesforce limitation on number of objects in a report has meant some reporting wants have been complicated - and ended up being taken out of the system for further analysis **What problems is Cloud Coach solving and how is that benefiting you?** Budget management, resourcing **Official Response from Jonny Pugh:** > We're glad Cloud Coach has been easy to use and implement for your team. It's also great to hear our support team has been helpful and responsive. We understand reporting can be complex due to Salesforce limitations. If there are specific areas where you are looking to improve your, please let us know. We are continuing to refine our Resourcing and plan to include more reporting options in a future update, but if there are other areas of Cloud Coach we should be prioritizing please let your CSM or support team know. Thanks again for taking the time to leave us a review. ### 27. Cloud Coach is a useful tool for basic project management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Cloud Coach?** It is easy to use and tightly integrated with SalesForce **What do you dislike about Cloud Coach?** You cannot manage financials in the application. Things like utilization, margin, revenue, and bookings cannot be handled out of the box. **What problems is Cloud Coach solving and how is that benefiting you?** The tool is great for managing projects and hours. ### 28. Cloud Coach is ok **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Cloud Coach?** We use it with Salesforce to do development project management. We also use it for tracking tickets. Salesforce chatter support is the only reason we got Cloud Coach. **What do you dislike about Cloud Coach?** hard to see the critical path for one employee, its hard. hard to drag and drop tasks on the project plan. Completed future tasks move the task back to current time and makes a mess of the plan. Support is in another country, so english is there second language, so it can be hard to understand. **What problems is Cloud Coach solving and how is that benefiting you?** Since it integrates with Salesforce and Chatter it is very helpful. We had to create custom code flows to get our Salesforce to create tickets in a project. Works nicely now. Project management is used throughout our team to track multiple employees and tasks. **Official Response from Jonny Pugh:** > Thank you for taking the time to share your feedback on G2. While we're glad the Salesforce integration, Chatter support, and ticketing system within Cloud Coach are meeting some of your project management needs, we understand your frustrations. Let's address some of your concerns: - Critical Path and Resource Planning: We'll explore better ways to visualize critical paths and individual resource views. Your feedback highlights a potential area for improvement. - Dragging Tasks: If you're encountering technical issues with drag-and-drop, please reach out to support@cloudcoach.com so we can help you troubleshoot. - Completed Future Tasks: This sounds like unexpected behavior. Can you provide more details (screenshots if possible) to support@cloudcoach.com so we can investigate and implement a fix? - Support: We value our support team and are proud of the glowing reviews (many here on G2) that they receive every day helping our customers solve their technical issues. If you require clarification on a response please do not hesitate to ask or to escalate the ticket to another member of our team. Your honesty is appreciated and will help us make Cloud Coach a better experience for users like you. ### 29. Cloud Coach Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Cloud Coach?** Each section of the project is laid out clearly. **What do you dislike about Cloud Coach?** Its more than we need as an organization. **What problems is Cloud Coach solving and how is that benefiting you?** Helps with reporting. ### 30. Happy but need more **Rating:** 4.0/5.0 stars **Reviewed by:** Dwayne S. | Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Cloud Coach?** Task management and assignment is good and links to cases in Salesforce so team can log billable time on cases. **What do you dislike about Cloud Coach?** Resource/Capacity planning could be better. Reporting is okay if you stick with the Out of the box reports. **What problems is Cloud Coach solving and how is that benefiting you?** It has solved some issues around project planning and management.Providing users with a view of what they need to do and track the progress of the work. ### 31. Project Management Tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Cloud Coach?** It allows me to easily track project budget and the associated tasks **What do you dislike about Cloud Coach?** It does not work very well as a capacity planning tool for your open projects **What problems is Cloud Coach solving and how is that benefiting you?** Helps me track project budget ### 32. Cloud Coach implementation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Program Development | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Cloud Coach?** I like being able to share what I'm working on with stakeholders with real time precision. **What do you dislike about Cloud Coach?** I wish there were more options in the meeting section to allow for other MS Word abilities. There are some but I'd like the whole gamut of options. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach has helped to reduce duplication and allow for stakeholders to view progress at any time. ### 33. Informative **Rating:** 4.0/5.0 stars **Reviewed by:** David S. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Cloud Coach?** Project Management Tools are much better than current applications being used **What do you dislike about Cloud Coach?** No tool is perfect. Would like to see ability to launch meetings from a task, and automate workflows from tasks **What problems is Cloud Coach solving and how is that benefiting you?** Standardizing management and visualization of projects across multiple business units ### 34. Business Systems Analyst **Rating:** 4.0/5.0 stars **Reviewed by:** Saketh Reddy S. | Enterprise (> 1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Cloud Coach?** Feature releases, bug fix, customer support. **What do you dislike about Cloud Coach?** More documentation on Cloud Coach features. **What problems is Cloud Coach solving and how is that benefiting you?** Solving our PS project management use case ### 35. Good Solution for our complex onboarding process **Rating:** 3.5/5.0 stars **Reviewed by:** Archana C. | Enterprise (> 1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Cloud Coach?** We have found a good solution in Cloud Coach for our complex onboarding process and multilocation deals. It will help us speed up the onboarding process for our clients. **What do you dislike about Cloud Coach?** Somewhat complex schema makes it a little hard to grasp at the beggining. **What problems is Cloud Coach solving and how is that benefiting you?** Complex onboarding process with multilocation deals. We can have different projects and phases for different locations. **Official Response from Jonny Pugh:** > Thanks for the review on G2! We're happy to hear Cloud Coach is proving to be a good solution for streamlining your complex onboarding processes – especially with multilocation deals. We understand there's a bit of a learning curve at the start. We have been including more documentation and training materials with each release and are continuing to refine our training process and materials. We hope you continue to see enhancement for our releases. ### 36. Great tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Cloud Coach?** The ease of use is fantastic! The ability to track multiple projects at once and sharing with external clients **What do you dislike about Cloud Coach?** I would to intergrate with Jira and other software like outlook. **What problems is Cloud Coach solving and how is that benefiting you?** It's helping me with project management and properly tracking multiple projects. ### 37. Good software fro project management **Rating:** 4.0/5.0 stars **Reviewed by:** Enrique M. | Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Cloud Coach?** Good performance, easy way to create project templates and measure KPI's **What do you dislike about Cloud Coach?** User experience could be improved for technical project people **What problems is Cloud Coach solving and how is that benefiting you?** Project management, project execution following the different stages **Official Response from Jonny Pugh:** > Thank you for taking the time to review Cloud Coach on G2! We're delighted you find the performance, template creation, and KPI tracking features beneficial. Your feedback about the user experience is valuable. We're always seeking to improve usability for all roles, including technical users. Could you share more specific details about what you found challenging? Please send your input to support@cloudcoach.com. Thanks again for using Cloud Coach to enhance your project management! ### 38. Project monitoring improved / Improvement of project monitoring **Rating:** 4.0/5.0 stars **Reviewed by:** Paul L. | Salesforce Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2022 **What do you like best about Cloud Coach?** Cloud Coach has allowed us to improve the monitoring of our projects. The GANTT view with tasks and subtasks allows for better tracking compared to our old CRM. Moreover, in case of a project transfer from one project manager to another, the project handover is done easily. The GANTT has been a real plus for project management. Also, we had an issue with the External view and the Cloud Coach support was quick in terms of handling and resolution. **What do you dislike about Cloud Coach?** Only points raised by our users and admin to improve: - Need to translate all fields because there is no French version - Impossible to assign project tasks to a queue. We can only assign them to users. **What problems is Cloud Coach solving and how is that benefiting you?** Project management and monitoring, through tasks and subtasks. As explained above, we didn't have that with our previous CRM. So that is a big plus for our project managers. ### 39. Enjoying the direction the product is going **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2023 **What do you like best about Cloud Coach?** The availability of data out of the platform. **What do you dislike about Cloud Coach?** Project queuing can take quite a while at times. Large part of why we have not taken more advantage of services is pay-to-play and time to delivery. **What problems is Cloud Coach solving and how is that benefiting you?** Allowing all associated teams to work off the same sheet of music. ### 40. Overall a great PMO solution for Salesforce clients **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2022 **What do you like best about Cloud Coach?** Tightly integrated with Salesforce, enabling a smooth and cohesive software experience from pre-sales all the way through to implementation go-live and ongoing service management. Very customizable UI with robust configurability to support a wide variety of client-specific business rules, workflows, and UI designs. Best-in-class external (client-facing) self-service project tools and status reporting. Useful standard object types for logging and managing RAID items and change requests for projects. Project creation and Gantt task management workflows and functions are very intuitive and easy to understand. **What do you dislike about Cloud Coach?** The sheer configurability of Cloud Coach is a blessing and a curse: some system workflows are overly complex and/or reliant on various settings, toggles, checkboxes, etc., leading to unexpected system errors and/or difficulty achieving the desired end result. Time-tracking is somewhat cumbersome and convoluted, and is not robust enough to support organizations with a heavy focus on tracking billable and chargeable time. Difficulty sharing documentation or uploading attachments. No capabilities around building intake forms and tracking form submissions, leading to additional IT expenditure from our organization to support a separate tool for form processing. **Recommendations to others considering Cloud Coach:** Great choice for any organizations with a significant financial and operational commitment to Salesforce. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach has enabled us to have a single tool for project management and time-tracking across all our implementation functions. The native integration with Salesforce has simplified and streamlined our process flows to convert sales opportunities and contracts into corresponding billable implementation projects. ### 41. Growing Project Management Platform within the Salesforce Environment **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2021 **What do you like best about Cloud Coach?** Cloud Coach has helped our professional services organization take full advantage of being 100% Salesforce-driven. The support team at Cloud Coach has been superb, and the releases continue to add value across various project management functionalities. Building on top of the solution with standard Salesforce is a great way to customize this to fit niche use-cases. Our team is in a better spot today than we were prior due to the functionality provided by Cloud Coach. **What do you dislike about Cloud Coach?** The needs for a consulting company are slightly different than the main use cases where Cloud Coach excels. The initial alignment and set-up to get the most out of the extensive feature set takes quite some time and thought to align to business processes. User experience could be better, and has been moving in the right direction with the newest releases. Documentation is difficult to find, requiring extensive reaching out to the Cloud Coach support team. **What problems is Cloud Coach solving and how is that benefiting you?** We need to track customer-facing projects while forecasting allocations for the entire team as we look forward to company growth. Today, we can see a single steel thread from the Sales cycle to implementation and post-project close. Cloud Coach has helped us maintain traceability across our team, provide our clients with a vision into the work they are asking for, and provide a tool for our team members to track work progress. ### 42. Works for services org management but not everything you want to have for project management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2022 **What do you like best about Cloud Coach?** resourcing load planning, preventing overbooking while maximizing consultant utilization **What do you dislike about Cloud Coach?** project management tool unusable for managing all project management needs **Recommendations to others considering Cloud Coach:** may need a supplemental took for project management aside from resource management and timecards **What problems is Cloud Coach solving and how is that benefiting you?** resource utilization planning helps prevent double-booking consultants, and can pinpoint availability among resources ### 43. CloudCoach is a good PM tool however it is lacking in the resourcing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Cloud Coach?** Gantt view of the projects are helpful. My day view is somewhat helpful **What do you dislike about Cloud Coach?** lack of resourcing and delay in updates about feature requests **What problems is Cloud Coach solving and how is that benefiting you?** Project management and looking at the status updates for the multiple projects in one page ### 44. Overall - perfect PM tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Cloud Coach?** Native within in CC and overall a great CS team **What do you dislike about Cloud Coach?** Not much! Overall very good implementation team and ease of use for the user **What problems is Cloud Coach solving and how is that benefiting you?** Manging client projects, creating tasks for various delivery teams and tracking time per project and task, as well resource usage/utilization. ### 45. Value throughout the Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2021 **What do you like best about Cloud Coach?** True professionals support the entire experience. From a consultative sales process with Andy to a customer experience that provides genuine insights, I always felt supported throughout the journey. **What do you dislike about Cloud Coach?** At times the UI is locked down and unable to be customized. **What problems is Cloud Coach solving and how is that benefiting you?** A single source of truth for project and resource management. ### 46. Useful and constructive. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2019 **What do you like best about Cloud Coach?** It help you provide additional structure and organization to your projects. **What do you dislike about Cloud Coach?** Cost is little high as compared to other software. **Recommendations to others considering Cloud Coach:** You get a true 360° view of your accounts, you can launch projects based on your business rules and connect with any salesforce based objects. **What problems is Cloud Coach solving and how is that benefiting you?** It has four tiers of project management tools deliver exactly what you need to plan and execute projects successfully. ### 47. Project management at your fingertips **Rating:** 4.0/5.0 stars **Reviewed by:** Lee B. | Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2019 **What do you like best about Cloud Coach?** Cloud Coach is free at its most basic level. However, basic is completely the wrong descriptor. The first level of this PM tool offers a tonne of functionality. This increased functionality is a fantastic feature. **What do you dislike about Cloud Coach?** I have recently started using Cloud Coach and have implemented within Salesforce. As yet, I am to find something which I dislike about the product. **Recommendations to others considering Cloud Coach:** Cloud Coach Milestones offers using a high level of functionality completely free. If you're evaluating a PM tool to use within Salesforce, THIS IS THE ONE! **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach allows our research, design and development team to run all our projects in one place (Salesforce). It is extremely easy to use and implement. We have a number of template projects now set up from which we build our live ones. We can assign resources to tasks, track progress and timescales. ### 48. Recommendation for Cloudcoach **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2017 **What do you like best about Cloud Coach?** Easy to implement. Gantt Charts that are easy to use and share. Allows time tracking, which in turns allows a user to see how profitable a project is. **What do you dislike about Cloud Coach?** The number of dashboards available (or at least the # we were able to use on global projects) was limited and required more than expected time to customize. **Recommendations to others considering Cloud Coach:** Support staff is top notch and very responsive to questions and issues. **What problems is Cloud Coach solving and how is that benefiting you?** The main benefits for our company are revenue recognition and capacity planning. Our partners have also found the reports to be useful. ### 49. Full Functionality at Affordable Price **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Cloud Coach?** Excellent Project Management tool with multiple functionality. Real time tracking **What do you dislike about Cloud Coach?** It is bit difficult to teach usage to a naive user. **What problems is Cloud Coach solving and how is that benefiting you?** Helps us manage, track and report projects efficiently ## Cloud Coach Discussions - [Links in the Documents section](https://www.g2.com/discussions/30033-links-in-the-documents-section) - 3 comments, 1 upvote - [What does Cloud Coach do?](https://www.g2.com/discussions/what-does-cloud-coach-do) - 1 comment - [View Cloud Coach pricing details and edition comparison](https://www.g2.com/products/cloud-coach/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A41%3A30+-0500&secure%5Bsession_id%5D=c5dba040-8233-43c9-b27f-cda63e51a483&secure%5Btoken%5D=a3bfafa6327b1cd6b5b6135ad51e67a525099b6ca84d32b88e4bd61d73ced737&format=llm_user) ## Cloud Coach Integrations - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Cloud Coach Features **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks - Real-Time Updates **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys - NPS of Customers - Customer Engagement **Portfolio Management** - Portfolio Types - Planning - Alignment - Portfolio Mix - Resource Allocation & Planning **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Onboarding Setup** - Workflows - Templates - Checklists **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies - Project Time Tracking - Bug Tracking - Milestone Tracking - Task Progress Tracking - Activity Tracking - Project Tracking - Status Tracking - Progress Tracking - Agile Methodologies - Sprint Planning - Project Planning - Release Planning - Multiple Projects - Multi-Department/Project - Customizable Templates - Project Templates - Gantt/Timeline View - Percent-Complete Tracking - Reporting/Project Tracking - Goal Setting/Tracking - Time Tracking - Traditional Methodologies - Task Planning - Traditional Methodologies **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Project Management** - Dependencies - Priorities - Lean Management - Deadline Management - Calendar Management - Change Management **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management - Resource Allocation & Planning - Progress Tracking - Project Time Tracking - Project Management **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Resource Management** - Resource Definiton - Capacity - Scheduling - Task Scheduling - Project Planning/Scheduling **Platform** - Reporting & Dashboards - Third-Party Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **Resource Management** - Definition - Allocation - Optimization **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking - Time & Expense Tracking - Activity Tracking - Billable Items Tracking - Document Management - Multiple Projects **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Project Monitoring** - Baselining / KPIs - Resource Allocation - Activity Dashboard - Activity Dashboard **Data & Analytics** - Data Consolidation - Visualizations - Performance - Risk Analysis **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Analytics** - Forecasting - Reporting - KPIs - Real-Time Reporting **Generative AI** - Generative AI **Strategy - Project and Portfolio Management** - Simulation - Tracking - Planning - Objectives - Visiblity - Alignment - Risk Management - Implementation - Optimization - Prioritization - Timesheet Management - Workflow Management - Resource Management - Task Management - Requirements Management - Assignment Management - Document Management - Project Time Tracking - Status Tracking - Progress Tracking - Time & Expense Tracking - Project Tracking - ROI Tracking - Activity Tracking - Portfolio Management **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Social Media Integration - Multi-Language **Additional Functionality** - Collaboration Tools - Budgeting/Forecasting - Kanban Board - Projections - Demand Forecasting - Multiple Projects - Third-Party Integrations - Customizable Fields - Customizable Reports - AI Copilot - Reporting/Analytics - API - Project Templates - Commenting/Notes - Dashboard - Gantt/Timeline View - Agile Methodologies - Planning Tools - Real-Time Updates - Project Workflow - Task Scheduling - Generative AI - Drag & Drop **Additional Functionality** - Onboarding - Chat/Messaging - Performance Metrics - Activity Tracking - CRM - API - Customer Database - Customizable Templates - Widgets - Win/Loss Analysis - AI Copilot - Event Triggered Actions - Surveys & Feedback - Engagement Tracking - Customer Segmentation - Customizable Reports - Drag & Drop - Customer History - Reporting & Statistics - Reporting/Analytics - Customizable Forms - Customizable Branding - Usage Tracking/Analytics - Multi-Channel Communication - Account Alerts **Administration** - Standard Integrations - Workflow - Access Management - Email Management - Workflow Management - Task Management - Portfolio Management - Calendar Management - Timesheet Management - Accounting Integration - Third-Party Integrations **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - File Transfer **Additional Functionality** - Backlog Management - API - Retrospectives Management - Task Management - Access Controls/Permissions - Supports Scrum - Team Management - Kanban Board - Request Management - Commenting/Notes - Charting - @mentions - Planning Tools - Projections - Collaboration Tools - Calendar Management - Email Management - Project Workflow - Deadline Management - Role-Based Permissions - Alerts/Notifications - Reporting & Statistics - Customizable Fields - AI Copilot - Resource Management - Workflow Management - Template Management - Negative Feedback Management - Data Import/Export - File Management - Assignment Management - Progress Reports - Budget Management - Real-Time Reporting - Real-Time Notifications - Requirements Management - Search/Filter - Issue Management - Document Management - Release Management - For IT Project Management - Product Roadmapping - Change Management - Mobile App - Portfolio Management - Testing/QA Management - Billing & Invoicing - Risk Management - Web-based Deployment - Idea Management - Client Portal - File Sharing - Version Control - Availability Management - Productivity Analysis - Multi-Channel Communication - Forecasting - Key Performance Indicators - Remote Support - Predictive Analytics - Tagging - Feedback Management - User Management - Network Diagram - Project Management - Document Storage - Visualization - Customizable Reports - Time Clock - Reminders - Daily Reports - Configurable Workflow - Roadmapping - Iteration Management - Timeline Management - KPI Monitoring - For Small Businesses - Chat/Messaging - Messaging **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - Proposal Generation - Generative AI **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Additional Functionality** - Activity Dashboard - Gantt/Timeline View - Quotes/Estimates - Collaboration Tools - Customizable Fields - CRM - AI Copilot - Customizable Reports - Performance Metrics - Access Controls/Permissions - Billing & Invoicing - Approval Process Control - Reporting & Statistics - Project Templates - Task Scheduling - Real-Time Data - Document Storage - Drag & Drop ## Top Cloud Coach Alternatives - [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) - 4.3/5.0 (645 reviews) - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) - 4.2/5.0 (1,510 reviews) - [TaskRay](https://www.g2.com/products/taskray/reviews) - 4.3/5.0 (156 reviews)