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.

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Sarah T.

Director

Mid-Market (51-1000 emp.)

7/15/2024

"Cloud Coach is worth the look"

5/5

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 knowledgeable, and know about competitors and can share both the pros and cons in comparison as well. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

We have not found anything that we do not like at this time. Review collected by and hosted on G2.com.

Jason B.

Mid-Market (51-1000 emp.)

4/9/2024

"Powerful and well balanced"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

None recognized thus far, but I'm in early stages of adoption. Review collected by and hosted on G2.com.

Verified User in Consulting

Small-Business (50 or fewer emp.)

Originally submitted 1/27/2024

"Robust project management build on Salesforce"

5/5

What do you like best about Cloud Coach?

Native functionality inside Salesforce. There is a lot of flexibility to configure around our processes. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Don't like that time entries on cases that are linked to project tasks don't recalculate when the linked task changes. Review collected by and hosted on G2.com.

Response from Jonny Pugh of Cloud Coach

edit

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.

Verified User in Information Services

Small-Business (50 or fewer emp.)

Originally submitted 1/29/2024

"Project Management all under one roof - with great capabilities for further integrations"

5/5

What do you like best about Cloud Coach?

Strong user interface

Regular enhancements and release - taking into account feedback

Cloud Coach support - efficient and supportive

Built on Salesforce - easy to develop further and/or integrate with other systems Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Challenges around multiple currencies (related to Salesforce limitations) Review collected by and hosted on G2.com.

Response from Jonny Pugh of Cloud Coach

edit

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!

Beth A.

Mid-Market (51-1000 emp.)

1/26/2024

"Great PSA solution, user friendly and easy to implement"

4/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Jonny Pugh of Cloud Coach

edit

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.

James V.

President, Services

Small-Business (50 or fewer emp.)

8/19/2024

"Great Experience from Start to Finish"

5/5

What do you like best about Cloud Coach?

The ability to assign rates and costs to individuals and then forecast resources and revenue accordingly Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Would like more pre built rpts/dashboards Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

7/25/2024

"Cloud Coach is a useful tool for basic project management"

3.5/5

What do you like best about Cloud Coach?

It is easy to use and tightly integrated with SalesForce Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness

Small-Business (50 or fewer emp.)

1/25/2024

"Cloud Coach is ok"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Jonny Pugh of Cloud Coach

edit

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.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/29/2024

"Keep looking"

0/5

What do you like best about Cloud Coach?

It is native to the Salesforce platform and does not require an integration. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.