--- 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: '2026-07-17' 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. 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. ### 2. 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. ### 3. Excellent Tool for Project Management and Professional Services **Rating:** 4.5/5.0 stars **Reviewed by:** Maria Yvonne C. | Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Cloud Coach?** There's plenty of potential for customization for very specific use cases, and they have an amazing customer support. **What do you dislike about Cloud Coach?** It has a learning curve but it isn't difficult. While the platform is very intuitive, customizing it can get a bit confusing. **What problems is Cloud Coach solving and how is that benefiting you?** It allows us to track the overall performance of our projects and to plan for the future based on that. ### 4. 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. ### 5. One stop shop **Rating:** 5.0/5.0 stars **Reviewed by:** Vishurutha R. | Enterprise (> 1000 emp.) **Reviewed Date:** March 28, 2023 **What do you like best about Cloud Coach?** As a project manager, it is very useful to have everything in one place and that's exactly what Cloudcoach provides. The time entry, resourcing and the enhancements to the different project types have been great. The dashboards and reports were the most exciting to take away from this years conference and it is a great way to make our business more profitable. **What do you dislike about Cloud Coach?** I do not like that it won't allow us filter exactly what the external contacts can see when we add external deliverables. That could be a disadvantage when we have internal notes/content in there **What problems is Cloud Coach solving and how is that benefiting you?** Time tracking/ approvals, Gantts and especially templates ### 6. 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. ### 7. Great PPM Tool - Great Support! **Rating:** 4.5/5.0 stars **Reviewed by:** Adrianne J. | Enterprise (> 1000 emp.) **Reviewed Date:** January 08, 2024 **What do you like best about Cloud Coach?** Cloud Coach is friendly both for our end users and SF Admins. We like the visual and functional beauty of the product, as well as the automation we can create for our processes. We have an amazing customer success manager, Megan, who takes very good care of all our needs and we have had very minimal interuptions to our day-to-day work because of bugs or glitches -- a HUGE improvement from the system we were using before. **What do you dislike about Cloud Coach?** Salesforce can be ridged so that limits Cloud Coach in some ways. I wish we could customize even further. Our biggest issue was the way Cloud Coach handles task dependancies, but it wasn't ultimately a deal-breaker for us. **What problems is Cloud Coach solving and how is that benefiting you?** We can consolidate many enterprise-wide processes in one place with Cloud Coach - specifically it enables us to do proper portfolio and project mangement, including resource management and time tracking. **Official Response from Jonny Pugh:** > Thank you for the wonderful review on G2! We're thrilled that Cloud Coach's user-friendliness, design, automation capabilities, and exceptional support from Megan have made a significant positive impact. We recognize that Salesforce sometimes limits customization options, but we're constantly exploring ways to offer more flexibility within those constraints. Your feedback about task dependencies is valuable – we'll keep working on that functionality. It's great to hear Cloud Coach is streamlining your portfolio management, project management, resource management, and time tracking across the enterprise! ### 8. 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! ### 9. 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. ### 10. A useful tool for every Project Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2024 **What do you like best about Cloud Coach?** It's very convenien to submit timesheets and to use My Day to view your tasks, how many hours you submitted and organize your day. We also love the visibility over the hours used for each project, estimated vs logged. It's great to be able to report on this. **What do you dislike about Cloud Coach?** Would be nice to have a more intuitive interface and a more complex dashdoard with all projects. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach helped us organize our projects, tasks and resources. We are now able to prioritize better and get visibility of projects, resources and the hours submitted. ### 11. One happy admin **Rating:** 5.0/5.0 stars **Reviewed by:** Chauncey H. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Cloud Coach?** Cloud Coach offers an easy and customizable way for our delivery team to track time against their work, with Cloud Coach sitting on top of Salesforce we also can report on projects to our finance and executive leadership teams. Cloud Coach also offers superb customer support, when we have a question, we do not have to wait long for an answer. **What do you dislike about Cloud Coach?** There is not a lot to dislike about Cloud Coach, the moment I find myself wondering why the tool cannot do something I need I follow up with my CSM and more often then not it is not a tool limitation but a limitation on my knowledge. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach is solving our organizations problem of living in Google sheets to track customer builds. With Cloud Coach we can easily manage our customer projects and provide excellent reports to our leadership team. The ease of use for our project management team and the ability to provide key detail reports to management simplifies my job and allows me to focus on other aspects of our business. ### 12. 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. ### 13. 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). ### 14. Wonderful tool to bring your projects into Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew M. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Cloud Coach?** Since moving to Cloud Coach our onboarding team has been able to bring our projects and processes into our Salesforce org. We're now able to combine project reporting with account management, customer success, and support data. Being able to provide leadership teams with appropriate dashboards in a tool they're all familiar with has been a big time saver and now they can pull what they need without a request for the team to put a report together. **What do you dislike about Cloud Coach?** I'd love to see more flexibility around adding tasks without associating hours and more qualitative project note features. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach allows our team to track onboarding projects, provide our customers informative updates, and provide our leadership team with an overview into onboarding. **Official Response from Jonny Pugh:** > Thank you for the fantastic review on G2! We're thrilled to hear Cloud Coach has transformed how you manage projects and customer onboarding within Salesforce. Your story about streamlining reporting and improving data visibility for leadership is exactly the kind of success we strive for. We appreciate your suggestions for more task flexibility and better qualitative note features. We'll definitely take them into consideration for future developments. If you have additional details on how these features would improve your workflow, please send them to support@cloudcoach.com. Thanks again for being a valued Cloud Coach user! ### 15. 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. ### 16. 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. ### 17. Slick and Easy-to-Use Project Management Tool with All of the Power of the Salesforce.com platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2024 **What do you like best about Cloud Coach?** I had demos of a few other PM tools and found Cloud Coach to be very user-intuitive. I especially like the "external project view" feature where anyone can access basic project information. The other cool feature is meeting notes to document meeting minutes and quickly send out the summary to stakeholders. With the power of Salesforce, you can create custom fields to store attributes at the project, phase, subphase, task level and more. Together with salesforce reports, these custom attributes will enable the metrics you seek to track. We also store all project related documents and links to the document repository in cloud coach. **What do you dislike about Cloud Coach?** Most of the previous dislikes have been addressed with new releases. The tool just keeps getting better! Implementation can be costly. However, post implementation, your salesforce admin can help maintain the expand the system. **What problems is Cloud Coach solving and how is that benefiting you?** I run a sample processing lab for the biopharma industry. Before cloud coach, we were using smartsheets as our project management tool. We were unable to report on simple things like turnaround time for specific type of tasks. We can't even get a hollistic view of all project timelines. It was a nightmare! Cloud Coach enabled us to have complete view and control of all projects and timelines. We've baked in automation such as email alerts and approval processes. We can even report on timesheets and expenses. For groups that are using Jira, we've also integrated Jira with Cloud Coach/Salesforce. **Official Response from Jonny Pugh:** > We're thrilled to hear that Cloud Coach's intuitive design, external views, meeting notes, and integration with the power of Salesforce have become such game-changers for your organization. It's particularly rewarding to hear your testimony about using custom fields and reporting to achieve the metrics you need. We're also happy that continuous improvements have addressed your previous concerns. Your comments about implementation are well-noted, and we'll continue working to make that process seamless. ### 18. I've brought Cloud Coach to every company I've worked for. It's a game changer. **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan N. | Director of Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Cloud Coach?** Cloud Coach REALLY can scale with your business as it matures. It works great as a basic project planning tool for teams that just need to punch through tasks, and I've also used it in budgeted projects and managing both Fixed Fee and Time & Material billing. The time tracking is great as well, very easy to adopt and really helps understand your team's utilization and billable utilization. It is very easy to implement and the fact that it integrates directly into your Salesforce environment means you can harvest INCREDIBLY valuable data very quickly about any projects being managed. **What do you dislike about Cloud Coach?** Honestly, not much. I've used Cloud Coach for over 9 years and multiple companies and it is so easy for teams to start using. **What problems is Cloud Coach solving and how is that benefiting you?** Internal visibilility and alignment absolutely. One thing that I've often heard at teams without a robut PM tool is "Why can't Onboarding/Implementation just be faster?". This tool can very easily show the organization WHERE projects are being held up, who is responsible for advancing the progress, and what aspects of the project (customer, budget, timeline, etc) are unhealthy. **Official Response from Jonny Pugh:** > Hi Bryan, thank you so much for this review and being such a great Cloud Coach champion. It sounds like scalability, adaptability, time tracking, and Salesforce integration have significantly benefited your workflow over the years. Your comments on visibility and alignment echo many of our customer success stories - thanks for highlighting the impact! Please continue to provide your valuable feedback to our team. We are dedicated to continuing to improve Cloud Coach and your insights are invaluable to us. ### 19. Salesforce Native Project Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2024 **What do you like best about Cloud Coach?** The native Salesforce integration has been extremely helpful. It allows our Salesforce records to be automatically updated when the Cloud Coach project changes. **What do you dislike about Cloud Coach?** We have an international team- the inability to assign unique holidays and workdays to unique individuals has been a frustrating limitation **What problems is Cloud Coach solving and how is that benefiting you?** Our prior project management tool did not integrate with Salesforce well. Cloud Coach is salesforce native so this works a lot better ### 20. 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. ### 21. Cloud Coach is worth the look **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah T. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2024 **What do you like best about Cloud Coach?** Their process is extremely well defined from the Sales introductions all the way through implementation and working with our CSM. They are very knowledgable, and know about competitors and can share both the pros and cons in comparison as well. **What do you dislike about Cloud Coach?** We have not found anything that we do not like at this time. **What problems is Cloud Coach solving and how is that benefiting you?** Client Onboarding Project Managemment Resource Allocation ### 22. Powerful and well balanced **Rating:** 4.5/5.0 stars **Reviewed by:** Jason B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Cloud Coach?** It handles the basics of managing projects from a PM perspective. It does this well with the expected effort of interaction. This tool also allows for oversight at a departmental or executive level. Out of the box, it has robust functionality. For any nuances, it allows for substantial customization. **What do you dislike about Cloud Coach?** None recognized thus far, but I'm in early stages of adoption. **What problems is Cloud Coach solving and how is that benefiting you?** Aggregation of multiple product lines into a single tool. ### 23. Robust project management build on Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2024 **What do you like best about Cloud Coach?** Native functionality inside Salesforce. There is a lot of flexibility to configure around our processes. **What do you dislike about Cloud Coach?** Don't like that time entries on cases that are linked to projet tasks don't recalculate when the linked task changes. **What problems is Cloud Coach solving and how is that benefiting you?** Track project tasks and time while linking to Salesforce records **Official Response from Jonny Pugh:** > It's fantastic to hear you find Cloud Coach flexible and that its native Salesforce integration is working well for you. We appreciate the feedback about the time entry recalculation issue. We'll investigate this and work to release a solution. Please reach out to us at support@cloudcoach.com if you need any further assistance. ### 24. Project Management all under one roof - with great capabilities for further integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2024 **What do you like best about Cloud Coach?** Strong user interface Regular enhancments and release - taking into account feedback Cloud Coach support - efficient and supportive Built on Salesforce - easy to develop further and/or integrate with other sytems **What do you dislike about Cloud Coach?** Challenges around multiple currencies (related to Salesforce limitations) **What problems is Cloud Coach solving and how is that benefiting you?** Organisaiton and automation of Professional Services processes Integration with accounting system **Official Response from Jonny Pugh:** > Thank you for the high rating and positive feedback on G2! We're glad you appreciate Cloud Coach's interface and our support team. We're aware of the currency limitations and are working to find solutions within the Salesforce framework. It's great to hear Cloud Coach is streamlining your professional services processes! ### 25. 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. ### 26. Great Experience from Start to Finish **Rating:** 5.0/5.0 stars **Reviewed by:** James V. | President, Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Cloud Coach?** The ability to assign rates and costs to individuals and then forecast resources and revenue accordingly **What do you dislike about Cloud Coach?** Would like more pre built rpts/dashboards **What problems is Cloud Coach solving and how is that benefiting you?** Revenue Forecasting, Resource Forecasting, Resource Allocation ### 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. Keep looking **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Cloud Coach?** It is native to the Salesforce platform and does not require an integration. **What do you dislike about Cloud Coach?** It is not intuitive, has unnecessary clicks to do every task, extremely limited reporting (not due to SFDC but issues with CC), poor resourcing and metric tracking, and is terrible to maintain. Having used and implemented numerous PSAs and PM systems, this is by far the worst I have encountered. **What problems is Cloud Coach solving and how is that benefiting you?** ...creating more problems than solving at this point. ### 30. Streamlining with Cloud Coach! **Rating:** 5.0/5.0 stars **Reviewed by:** Janelle R. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Cloud Coach?** The visibility of metrics and a user friendly and intuitive user interface. **What do you dislike about Cloud Coach?** Not being able to quickly see from the Gantt chart which tasks have tickets on them. **What problems is Cloud Coach solving and how is that benefiting you?** The transparency of metrics help us track utilization through reporting ensuring we are efficiently managing resources and streamline implementation for our clients. ### 31. Cloud Coach Review **Rating:** 5.0/5.0 stars **Reviewed by:** Joel L. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Cloud Coach?** In our business, we must report actuals to clients on a weekly basis with details around where the hours are being incurred. The Kanban boards with the Cards feature allows us to track estimates/ETC's and actual time at an itemized level for easy reporting back to the client. **What do you dislike about Cloud Coach?** Our team does not need to use Cards for every client engagement and can simply use the Tasks for time reporting. There isn't an eay way to report on all time grouped by Task or Card in the same view. **What problems is Cloud Coach solving and how is that benefiting you?** Allows us to track project tasks and milestones in a central collaborative space and gets the team out of spreasheets for tracking. ### 32. New Admin - Onboarding **Rating:** 4.5/5.0 stars **Reviewed by:** Stephen R. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Cloud Coach?** We just purchased Cloud Coach. The sales and services team have been very helpful all the way through the process. The product looks solid so far but we are just starting implementation. I have started the training courses and they look fairly decent and expect to complete them in the next week. **What do you dislike about Cloud Coach?** Nothing so far. As I said we are just starting training/implementation so we have a way to go. **What problems is Cloud Coach solving and how is that benefiting you?** Wholistic visibility into projects and business portfolios is the biggest issue we are working to solve. **Official Response from Jonny Pugh:** > Hi Stephen, thanks for taking the time to review Cloud Coach from the perspective of a new customer. We are very proud of the work our onboarding and implementation teams do to set our customers up for success. As you continue to get up and running with Cloud Coach please let your CSM and support teams know how we can continue to improve. ### 33. Cloud Coach Falls a Bit Short **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2024 **What do you like best about Cloud Coach?** Integrations with Salesforce was what attracted us initially. **What do you dislike about Cloud Coach?** My Day feature often glitchy for our developers, have brought it to the attention of the Cloud Coach team on two occasions, still waiting on resolution. Very difficult to make changes to a waterfall, limited and rigid. **What problems is Cloud Coach solving and how is that benefiting you?** Provides a tool for project management that links with Salesforce. ### 34. CloudCoach integration to Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Cloud Coach?** The easy admin capabilities in CC that does not interfere with our SF configuration - our CC admins have a lot of freedom to tailor the out-of-the-box templates and functionalities **What do you dislike about Cloud Coach?** We've experienced some issues with latest updates and patches - that seems to be solved now **What problems is Cloud Coach solving and how is that benefiting you?** Unifined Project Mgmt. globally, with interation via Salesforce to our Opportunities. ### 35. 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. ### 36. 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. ### 37. 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 ### 38. It such a user friendly intuitive tool **Rating:** 5.0/5.0 stars **Reviewed by:** Maria C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Cloud Coach?** It is an incredible tool that is constantly involving and improving our projects. I wouldn't be able to stay organized without it! **What do you dislike about Cloud Coach?** There could be improvements on templeting. But I know this is down the line. **What problems is Cloud Coach solving and how is that benefiting you?** It keeps me organized all in one platform **Official Response from Jonny Pugh:** > We're thrilled to hear that Cloud Coach has been so helpful in keeping you organized and improving your projects. We appreciate your feedback on the templating and are constantly working to make improvements to enhance your experience. ### 39. 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. ### 40. Workable but Don't Cut Corners in Execution **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Cloud Coach?** I like the phase view of a project. Very succinctly shows you where you are at in the project and where you need to action next. **What do you dislike about Cloud Coach?** Reworks, if not set up carefully, can reset some initial timestamps which essentially deletes some data. **What problems is Cloud Coach solving and how is that benefiting you?** Tracking a project during several phases. ### 41. Support Team is quick and very dedicated **Rating:** 5.0/5.0 stars **Reviewed by:** Sudeshna S. | Senior Business Applications Developer, Enterprise (> 1000 emp.) **Reviewed Date:** July 12, 2024 **What do you like best about Cloud Coach?** The ease if access of the app;ication and the ease of implementation with an awesome customer support **What do you dislike about Cloud Coach?** I thing I love everything about Cloud Coach **What problems is Cloud Coach solving and how is that benefiting you?** Project Management ### 42. Ongoing partnership to effectively manage our business **Rating:** 5.0/5.0 stars **Reviewed by:** Gina D. | Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Cloud Coach?** Our partnership to enhance our experience. Seamless connectivity to salesforce and business analytics **What do you dislike about Cloud Coach?** Lack of consistency across functional areas **What problems is Cloud Coach solving and how is that benefiting you?** Consistent resource across multiple business units. Benefits the Onboarding team as tool to drive success ### 43. Essential for running a your B2B software company professional services org **Rating:** 5.0/5.0 stars **Reviewed by:** Rich A. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2024 **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 Cload Coach team, they listen and always have our goals in mind. **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. **What problems is Cloud Coach solving and how is that benefiting you?** Project management, time tracking, streamline the onboarding experience for my customers, standardize my professional services engagements. **Official Response from Jonny Pugh:** > 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! ### 44. Excellent Project Management Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2024 **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. **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. **What problems is Cloud Coach solving and how is that benefiting you?** Overview of staffing and lack of planning when it comes to scheduling. ### 45. Principal, Business Systems **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** March 28, 2023 **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. **What do you dislike about Cloud Coach?** Native integrations into Oracle products (CPQ/ERP) **What problems is Cloud Coach solving and how is that benefiting you?** The tool gives us the capability to measure internal and external success KPIs that were nonexistent before. Moreover, we are building out advanced features to track project costs and expenses. ### 46. Easy to use in Salesforce and out **Rating:** 5.0/5.0 stars **Reviewed by:** Saulo R. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2024 **What do you like best about Cloud Coach?** The user interface is very easy to navigate and efficient. **What do you dislike about Cloud Coach?** Not many templates to work with, especially roadmaps. **What problems is Cloud Coach solving and how is that benefiting you?** Tracking time: super easy to log time and get project over/under data. Client report: external view of project progress is easy and nimble. **Official Response from Jonny Pugh:** > 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! ### 47. 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 ### 48. My company uses Cloud Coach internally for project management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **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. **What do you dislike about Cloud Coach?** There is nothing I dislike about it. It's a fantastic product. **What problems is Cloud Coach solving and how is that benefiting you?** Cloud Coach is helping in allocating resources and distributing the work in an effective way. As a professional services team, this is of the upmost importance. **Official Response from Jonny Pugh:** > 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. ### 49. Sales Ops and SF and CC Admin **Rating:** 4.5/5.0 stars **Reviewed by:** Carlene S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Cloud Coach?** We manage our PS Projects using Cloud Couch on our SF platform **What do you dislike about Cloud Coach?** Unable to link list of all projects at SF account level **What problems is Cloud Coach solving and how is that benefiting you?** We can manage oor projects and timesheets and budgets/hours using CC ### 50. 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 ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-17+08%3A52%3A18+-0500&secure%5Bsession_id%5D=c6c4922b-151c-46c9-b606-bedc13d22a35&secure%5Btoken%5D=6252655c66e27f07206e67130171f777dd1f276e512a553fdce5caf5ce84e4a0&format=llm_user) ## Cloud Coach Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [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 **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Portfolio Management** - Portfolio Types - Planning - Alignment - Portfolio Mix **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 **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Project Management** - Dependencies - Priorities - Lean Management **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Resource Management** - Resource Definiton - Capacity - Scheduling **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Resource Management** - Definition - Allocation - Optimization **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **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 **Analytics** - Forecasting - Reporting - KPIs **Strategy - Project and Portfolio Management** - Simulation - Tracking - Planning - Objectives - Visiblity - Alignment - Risk Management - Implementation - Optimization - Prioritization **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Administration** - Standard Integrations - Workflow - Access Management **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance ## Top Cloud Coach Alternatives - [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) - 4.3/5.0 (644 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 (1,455 reviews) - [TaskRay](https://www.g2.com/products/taskray/reviews) - 4.3/5.0 (156 reviews)