Cloud Coach Reviews & Product Details

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.

Seller

Cloud Coach

Discussions

Cloud Coach Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Peter Lee

Used by Nextiva and 2 others

Beta

Pricing

Pricing provided by Cloud Coach.

Basic

$749.00

per_feature Per Month

View More Pricing Information

Cloud Coach Integrations

(1)

Verified by Cloud Coach

Cloud Coach Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is Cloud Coach, and what problem is it built to solve?

Cloud Coach is a project management and collaboration platform built for businesses that use Salesforce. It addresses the need to manage projects, tasks, reporting, and resource allocation within the Salesforce environment.

What company sizes and industries is Cloud Coach the best fit for?

Cloud Coach’s strongest fit appears among mid-market organizations, with small businesses and enterprises also represented. Industries with a notable presence include software and IT services, healthcare, and consulting.

Company sizes: Mid-market, small business, and enterprise teams.
Industries: Software and IT services, healthcare, and consulting.

How long does it take to implement Cloud Coach across a team?

A 1–3 month rollout is the most commonly reported timeline. More customized deployments and process alignment can extend implementation.

What customer support options does Cloud Coach provide, and how do users find the overall support experience?

Support is available through email/help desk and FAQs or a forum. The support experience is often described as responsive, helpful, and knowledgeable, particularly when teams need guidance with setup or questions; experiences can vary, and some users have wanted more hands-on assistance.

What is the experience like for teams switching to Cloud Coach from another tool?

Teams have moved to Cloud Coach from project management, portfolio, and spreadsheet-based tools such as Jira, Smartsheet, Excel, and Microsoft Project, as well as broader business systems. The change is often driven by a need for project and resource management that connects more closely with Salesforce, offers stronger reporting or service-delivery workflows, or brings scattered work into one place; users also cite usability, scalability, and cost as factors. The Salesforce connection can reduce duplicate data entry and keep project work aligned with sales and customer information, though teams may need time to configure the system and adapt their processes.

What tools and platforms does Cloud Coach integrate with, and how do these integrations help users get more value from the product?

Cloud Coach offers two integrations. Its Salesforce connection is especially useful for keeping project work alongside customer and business records, while the additional integration can connect other systems into that workflow.

Salesforce platform: Salesforce Platform.
Other business systems: NetSuite.

What features or capabilities could make Cloud Coach even more useful?

Cloud Coach could be more useful with a smoother day-to-day experience and more flexible ways to work with project information and clients. Commonly requested improvements include:

Simpler navigation: Reduce clicks and make common task and project edits easier to find and complete.
More reporting options: Add ready-made dashboards and make it easier to view and summarize project data.
Stronger client collaboration: Expand options for sharing documents, collecting input, and allowing clients to update project information.
More flexible project setup: Improve templates and support varied task, scheduling, and project-planning needs.

G2 reviews are authentic and verified.

Here's how.

Sudeshna S.

Senior Business Applications Developer

Enterprise (> 1000 emp.)

7/12/2024

"Support Team is quick and very dedicated"

5/5

What do you like best about Cloud Coach?

The ease of access of the application and the ease of implementation with an awesome customer support Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

I think I love everything about Cloud Coach Review collected by and hosted on G2.com.

Gina D.

Enterprise (> 1000 emp.)

4/10/2024

"Ongoing partnership to effectively manage our business"

5/5

What do you like best about Cloud Coach?

Our partnership to enhance our experience. Seamless connectivity to salesforce and business analytics Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Lack of consistency across functional areas Review collected by and hosted on G2.com.

Rich A.

Mid-Market (51-1000 emp.)

1/29/2024

"Essential for running a your B2B software company professional services org"

5/5

What do you like best about Cloud Coach?

Very easy to get adoption among my team - they love it. Excellent project management and time tracking features. Customer portal allows you to interact with your customers and assign them project tasks, deliver project artifacts, etc.

I also appreciate the relationship we have with the Cloud Coach team, they listen and always have our goals in mind. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Would be nice to get feature releases faster, but Cloud Coach listens to their customers and does a great job delivering value to their customers with frequent updates. Review collected by and hosted on G2.com.

Response from Jonny Pugh of Cloud Coach

edit

Thank you so much for taking the time to leave this review on G2! We're incredibly proud that Cloud Coach has earned the "essential" stamp of approval for your B2B software company's professional services operations. It's wonderful to hear that your team loves the tool, and you're seeing success with project management, time tracking, and the customer portal.

We truly value our partnership with you and appreciate your ongoing feedback. While we aim to deliver feature releases as quickly as possible, we recognize there's always room for improvement in that area. Your patience and understanding mean a lot to us, and we are continuing to streamline our process for implementing requests.

Thanks again for being a part of the Cloud Coach community!

Verified User in Electrical/Electronic Manufacturing

Mid-Market (51-1000 emp.)

4/9/2024

"Excellent Project Management Platform"

4.5/5

What do you like best about Cloud Coach?

A clear and efficient way to plan and manage projects covering all aspects of staff resourcing, reporting, timeline planning, daily task management and customer communication. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

The set up is quite extensive and a large learning curve for new users, but once the process is streamlined into existing work processes it becomes an effective tool. Review collected by and hosted on G2.com.

Verified User in Telecommunications

Enterprise (> 1000 emp.)

Originally submitted 3/28/2023

"Principal, Business Systems"

5/5

What do you like best about Cloud Coach?

Cloud Coach meets our PSA requirements:

Project Scoping Mgt & Budgeting

Resource Planning

Time and Utilization Mgt

External Project View

The tool is an extension of Salesforce, allowing us to drive adoption and configure to our business needs. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Native integrations into Oracle products (CPQ/ERP) Review collected by and hosted on G2.com.

Saulo R.

Small-Business (50 or fewer emp.)

1/26/2024

"Easy to use in Salesforce and out"

5/5

What do you like best about Cloud Coach?

The user interface is very easy to navigate and efficient. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Not many templates to work with, especially roadmaps. Review collected by and hosted on G2.com.

Response from Jonny Pugh of Cloud Coach

edit

Thank you Saulo for the great review here on G2! We're thrilled you find Cloud Coach easy to use both inside and outside Salesforce. We appreciate the suggestion about more templates – especially roadmaps. We are working to include more templates, sample reports and out of the box functionality to our product and will keep this in mind as we develop these. Thanks again!

David S.

Manager

Mid-Market (51-1000 emp.)

4/10/2024

"Informative"

4/5

What do you like best about Cloud Coach?

Project Management Tools are much better than current applications being used Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

1/25/2024

"My company uses Cloud Coach internally for project management"

5/5

What do you like best about Cloud Coach?

I really like using Cloud Coach for the visual tools we get in the interface as well as that it is highly customizable as a product. Cloud Coach helps allocate resources and to be able to plan effectively while doing so. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

There is nothing I dislike about it. It's a fantastic product. Review collected by and hosted on G2.com.

Response from Jonny Pugh of Cloud Coach

edit

Thank you for taking the time to leave us this review. We're grateful to hear that you appreciate the visual tools, customization, and how Cloud Coach is improving your resource allocation and planning. We are committed to continuing to innovate in these areas and are excited to share these enhancements with you and your team.