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Cloud Coach Reviews & Product Details

Pricing

Pricing provided by Cloud Coach.

Basic

$749.00
per_feature Per Month

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.

Cloud Coach Reviews (176)

Reviews

Cloud Coach Reviews (176)

4.5
176 reviews

What do users say?

Generated using AI from real user reviews

Pros & Cons

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TD
Tim D.
Manager, Enterprise PMO
Mid-Market (51-1000 emp.)
"A product that allows us to self-contain all our project and portfolio work under one platform"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
AH
Verified User in Hospital & Health Care
Mid-Market (51-1000 emp.)
"Feedback on Cloud Coach"
3.5/5
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 seamless and the ability to configure workflows is easy. Support at Cloud Coach is engaged and helpful. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Rion J.
RJ
Rion J.
Director, Professional Services
Enterprise (> 1000 emp.)
"Great partnership!"
5/5
What do you like best about Cloud Coach?

The team at Cloud Coach, from the CEO down, is passionate about customer success and is receptive to feedback. They implement that feedback into their product offering, which allows us to grow along with them. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Nothing comes to mind. They have been very open and collaborative. Review collected by and hosted on G2.com.

Candace M.
CM
Candace M.
Principal Client Experience Manager
Mid-Market (51-1000 emp.)
"Great collaborative relationship with Cloud Coach"
5/5
What do you like best about Cloud Coach?

Our company utilizes Cloud Coach for our project management needs, and we've found them to be a collaborative partner when looking at the needs of our organization and how we can train our team to maximize and get our needs met through their tool. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

We've provided feedback about reducing the number of clicks when using the tool. Review collected by and hosted on G2.com.

CE
Christina E.
Director, Implementation Services
Mid-Market (51-1000 emp.)
"Easy to Implement & Understand"
5/5
What do you like best about Cloud Coach?

* It was easy to implement and train because it is intuitive Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

There are a few minor things in the interface that can frustrate you at times, but you figure out a work around and move on. Review collected by and hosted on G2.com.

Verified User in Construction
GC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Project Manager"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
AH
Verified User in Hospital & Health Care
Enterprise (> 1000 emp.)
Originally submitted 4/9/2024
"Evolving, well supported product"
5/5
What do you like best about Cloud Coach?

It is highly customizable for even the most complex use cases Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Need prerequisite knowledge and training to be able to use it effectively, user adoption can be slow Review collected by and hosted on G2.com.

Brandi B.
BB
Brandi B.
Project Analyst II, EPMO
Mid-Market (51-1000 emp.)
Originally submitted 7/12/2024
"Cloud Coach is an amazingly customizable and intuitive project management tool"
5/5
What do you like best about Cloud Coach?

Cloud Coach is a wonderful customizeable resource for streamlining and optimizing project management processes across many different markets. Cloud Coach has made aligning projects and strategic planning across the system easier for our organization and our Customer Service team responsiveness and engagement has been amazing. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

I don't have much to say that I dislike about the application. It could be more customizable in relation to finance objectives and benefits realization for strategic initiatives related to healthcare. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Confident in the Solution, but does need some enhancement"
4/5
What do you like best about Cloud Coach?

Ability to see all aspects of the project in one location Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

GS
Greg S.
President & COO
Mid-Market (51-1000 emp.)
"Complete Customer View in Salesforce!"
5/5
What do you like best about Cloud Coach?

We are a Salesforce Consulting Partner and use Salesforce to track all of our Sales Activity. As we've grown, we've found that it has become more difficult to tackle resource management and utilization in an effective and PROACTIVE way. We set out to look at a variety of tools to help and Cloud Coach was a clear cut solution. For us, we live and breathe Salesforce so being able to connect our PSA and Invoicing directly to our Sales Process within Salesforce is a huge benefit for us. It's also a very intuitive and easy to use/learn application and gives us the visibility into our projects but also into our resource utilization which is very important. All in all, we are huge fans of the work that the Cloud Coach team is doing and have a great partnership. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

At this time there haven't been any noticeable shortcomings that I've seen. Review collected by and hosted on G2.com.

Questions about Cloud Coach? Ask real users or explore answers from the community

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SB
Shannon Benedix
•
Last activity almost 6 years ago

Links in the Documents section

GU
Guest User
•
Last activity over 4 years ago

What does Cloud Coach do?

0 Upvotes
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Pricing Options

Pricing provided by Cloud Coach.

Basic

$749.00
per_feature Per Month
Cloud Coach Comparisons
Cloud Coach Features
Creation & Assignment
Due Dates
Task Prioritization
Planning
Project Map
GANTT
Scheduling
Resource Allocation
Activity Dashboard