--- 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. Seamless Salesforce Implementation Planning with Flexible, Real-Time Visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Luke G. | Technical Project Manager, Civic & Social Organization, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Cloud Coach?** What I like best about cloud coach is how seamlessly it supports implementation work inside Salesforce. I can convert closed opportunities into structured delivery plans without losing context or duplicating data, making handoffs from sales to implementation so much smoother. I was a daily Cloud Coach user and can honestly say the platform strikes a great balance between standardization and flexibility. Templates help maintain consistency across projects, while still allowing me to adjust timelines, resources, and dependencies based on changing customer needs. I also love the real-time visibility into project status and workload because it allows me to identify potential risks earlier than I would have. Cloud Coach makes it easier to manage complex implementations and keep stakeholders aligned so I can focus on delivering a successful software implementation. **What do you dislike about Cloud Coach?** It can feel less intuitive than some standalone project management tools, especially if you're a new user or new to Salesforce. There's a learning curve and teams often need time to understand how to navigate and configure it effectively. Customer support is another challenge. Outside of existing Salesforce KBAs there isn't a lot of hands-on or easily accessible support. Cloud Coach integrates well in Salesforce but doesn't integrate with all of the project management tools that we used. Even after implementing, we still used several outside project management tools for implementations in addition to Cloud Coach. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach serves as our primary project management software and is the source of truth for where our team is on a given implementation at any time. It allows us to turn closed opportunities into structured project plans quickly and with ease which reduces the manual work and makes handoffs from sales to implementation a breeze. It also helps us by allowing us to standardize delivery with the reusable templates. ### 2. 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. ### 3. 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. ### 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. A product that allows us to self-contain all our project and portfolio work under one platform **Rating:** 5.0/5.0 stars **Reviewed by:** Tim D. | Manager, Enterprise PMO, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Cloud Coach?** Reporting and dashboard capabilities are powerful, and a critical tool for our senior leadership. Resourcing features are robust and allow us to easily tie our work to available capacity. We can use many of the features in creative ways specific to our organization for improved visibility and insight. Customer support is excellent, consistently responding to any questions almost immediately and with helpful, relevant information to steer us in the right direction. **What do you dislike about Cloud Coach?** The learning curve for the system is higher than other applications; less tech-savvy team members struggle to learn some features without regular guidance. Involved and knowledgeable Salesforce Admins are critical to the speed in which changes and permissions can be addressed, so ensuring there is at least one strong resource in this position is important to the success of the product. **What problems is Cloud Coach solving and how is that benefiting you?** Project performance metrics and reporting, accessible and easily creatable executive dashboards, resource capacity and allocation, overall portfolio visibility ### 6. Project Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Cloud Coach?** The most helpful aspect of Cloud Coach is how it seamlessly integrates with Salesforce to provide clear visibility into projects, tasks, and resources all in one place. **What do you dislike about Cloud Coach?** What I dislike about Cloud Coach is that the interface can feel overwhelming at first, with so many features to learn before becoming fully comfortable. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach is solving the problem of managing projects, resources, and timelines in a centralized way that keeps everything aligned within Salesforce. ### 7. Great CRM integrated Project Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2025 **What do you like best about Cloud Coach?** Slick Gantt charts, that use actual project plans to roll up into organisational resource forecasting. **What do you dislike about Cloud Coach?** Hard to get an actual WBS (i.e. graphical representation of Scope) out of it, would be a huge benefit as the only other software that can really do this is JIRA (which doesn't work for schedule driven projects) **What problems is Cloud Coach solving and how is that benefiting you?** Integrated project planning/CRM/resource/data management ### 8. Empowering Project Management with Cloud Coach **Rating:** 4.5/5.0 stars **Reviewed by:** Akshay R. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Cloud Coach?** Our team is able to handle projects, resources, and tasks in one location thanks to Cloud Coach's excellent array of tools that integrate smoothly with Salesforce. We are much more productive now that we can automate tedious chores and modify workflows. Additionally, their customer service is excellent and always available to answer any questions. **What do you dislike about Cloud Coach?** Despite its strength, Cloud Coach has a learning curve and can be complicated to set up initially, especially for people who are not familiar with Salesforce. **What problems is Cloud Coach solving and how is that benefiting you?** By centralizing our project management operations, Cloud Coach helps us cut down on the inefficiencies that result from utilizing several disjointed applications. It allows for improved insight into task progress, resource availability, and project schedules by offering a consolidated platform within Salesforce. As a result, the team's performance and project delivery accuracy have increased. ### 9. 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. ### 10. An underwhelming experience **Rating:** 2.5/5.0 stars **Reviewed by:** Cameron D. | Salesforce Consultant/Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Cloud Coach?** It is very powerful and fully featured....at the highest pricing tiers. **What do you dislike about Cloud Coach?** It has very few resources for in depth setup other than a resource site explaining features. Useful features are hidden behind high pricing tiers. **What problems is Cloud Coach solving and how is that benefiting you?** It is a salesforce native project management suite that doesn't force me to swivel to a separate platform ### 11. 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. ### 12. All-in-OneTool for Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Sharie F. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Cloud Coach?** I've had the opportunity to use Cloud Coach in Salesforce. It is a truly comprehensive tool for project management. One of the standout features is the collaboration functionality. Team members can easily communicate within the tool, share updates, and collaborate on tasks. This not only streamlines communication but also enhances team productivity. The ability to use cards also helps with scheduling a large team. **What do you dislike about Cloud Coach?** It has a long learning curve - I found it really hard to use at first. **What problems is Cloud Coach solving and how is that benefiting you?** The tool seamlessly integrates with other Salesforce modules and external applications, enhancing its overall functionality. We use Salesforce everyday, so it is great to have this feature inside Salesforce. The integration ensures that project management is not isolated but connected to other aspects of our business, creating a holistic approach to project execution. What I find particularly beneficial is the level of customization the tool offers. You can tailor the project management process to match your specific workflow and business requirements. This flexibility ensures that the tool adapts to your needs instead of the other way around. **Official Response from Jonny Pugh:** > Hi Sherie, thank you for taking the time to leave us a 5-star review here on G2. The difficult learning curve is definitely something we are aware of and are continuing to improve. Between Salesforce’s endless customizations, customized processes and workflows, and the depth of features available, it can be a lot to wrap your head around at first! We have been committed to addressing this, with more in depth documentation and release notes, expanding our knowledge base at academy.cloudcoach.com, and introducing certification programs for power users, admins, and implementation consultants as well as in-person training (including Cloud Coach Live: events.cloudcoach.com). That being said, we know there is more to do in this area. You can expect to see further enhancement of our training materials and intuitive, user friendly design in our upcoming releases. ### 13. Cloud Coach works well for our team. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2024 **What do you like best about Cloud Coach?** We appreciate Cloud Coach for its seamless project management capabilities, which allow our team to stay organized and on track with our goals. Its user-friendly interface and customizable features make it adaptable to our various business needs, enhancing our productivity and collaboration. Additionally, the robust integration with Salesforce ensures that all our project data is easily accessible and actionable. With real-time insights and analytics, Cloud Coach helps us make informed decisions and streamline our workflows. **What do you dislike about Cloud Coach?** Initial set up takes time and as a small organization we could not offer this tool to staff outside out project team. **What problems is Cloud Coach solving and how is that benefiting you?** We use Cloud Coach primarily for project management, ensuring our projects stay organized and on schedule. It also helps us manage related tasks such as timeline tracking. This comprehensive tool streamlines our workflows and improves overall efficiency. ### 14. Great Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food Production | Enterprise (> 1000 emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Cloud Coach?** I like that Cloud Coach is integrated into Salesforce as an application. Because it's built in, it improves user adoption as most are already familiar with the interface and general functionality. This also makes customization more straightforward as an admin and we can enhance our org with resources in-house. I've also really enjoyed working with the Cloud Coach team. They were with us every step of the way during the deployment process and have continued to guide us through the experience almost a year into our implementation. **What do you dislike about Cloud Coach?** I don't have anything that I dislike about Cloud Coach. Some of our users have mentioned that there is a learning curve, but that's to be expected with any new implementation. Overall, I have been very satisfied with Cloud Coach. **What problems is Cloud Coach solving and how is that benefiting you?** We have many users from all over the business that need access to projects and completing tasks at various stages. Since many of these users are already in Salesforce, it makes cross-collaborating more efficient and effective. ### 15. 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. ### 16. 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). ### 17. Nice platform **Rating:** 4.5/5.0 stars **Reviewed by:** Thais D. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2024 **What do you like best about Cloud Coach?** A very complete platform to record everything about your projects. Also very easy to integrate in Salesforce, since it's just a package to install. The support is very fast and friendly. **What do you dislike about Cloud Coach?** Not very user-friendly, it takes a while to learn about every feature and how to use it. **What problems is Cloud Coach solving and how is that benefiting you?** I don't really use it in my day-to-day work work-life, I only implement it on Clients' projects. **Official Response from Jonny Pugh:** > Thank you for the positive review here on G2. We are proud of our comprehensive project management but know that more can be done to help users get up and running faster and further streamline your processes. We are dedicated to refining the many features we already have to make them more intuitive and user friendly. In our last release we revamped our timecard to allow for all the same features we support in a streamlined interface. Expect to see more features like this continue to be refined in future releases. Thanks again for the review and being a user of Cloud Coach. ### 18. THE PM App if you are in the Salesforce ecosystem **Rating:** 4.5/5.0 stars **Reviewed by:** Jean-Se D. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Cloud Coach?** If you want a project management app integrated into your Salesforce org, this is it. Whether you use a Waterfall, Agile or Water-Scrum-Fall methodology, this tool has you covered. With its multitude of features (GANTT, resourcing, Kanban, load balancing, etc.), managing a project is a breeze with this tool. Add to this their library of demo videos and a thorough implementation guide; you'll be able to get started quickly. I can't imagine running a project without it. **What do you dislike about Cloud Coach?** The learning curve is steep (this is a fully-fledged PM app), but once you've mastered the basics, you'll never look back. **What problems is Cloud Coach solving and how is that benefiting you?** End-to-end PM tool ### 19. Positive Support Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2023 **What do you like best about Cloud Coach?** Updates are instantly dynamic, which helps in making real time adjustments. Both the CSM and Support Teams are also very responsive. **What do you dislike about Cloud Coach?** There is a bit of a learning curve if you are unfamiliar with Salesforce or standard project management principles. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach provides our team with one source of truth for all information related to each client. It also helps us track and plan each step and stage of our onboarding process. ## 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%5Bsentiment_snippet%5D=1786458&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+17%3A42%3A22+-0500&secure%5Bsession_id%5D=dda4a5e1-2306-4633-b02c-7f8a7a630801&secure%5Btoken%5D=f0dd718ca4c778533f3fb3e6365fe3bdce91726e9a4c24831decae2b1f74dfcc&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 - 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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)