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.

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Joel L.

Mid-Market (51-1000 emp.)

2/23/2024

"Cloud Coach Review"

5/5

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. Review collected by and hosted on G2.com.

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 easy way to report on all time grouped by Task or Card in the same view. Review collected by and hosted on G2.com.

Stephen R.

Mid-Market (51-1000 emp.)

1/25/2024

"New Admin - Onboarding"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Jonny Pugh of Cloud Coach

edit

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.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

8/26/2024

"Cloud Coach Falls a Bit Short"

2.5/5

What do you like best about Cloud Coach?

Integrations with Salesforce was what attracted us initially. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Security and Investigations

Enterprise (> 1000 emp.)

8/22/2024

"CloudCoach integration to Salesforce"

4.5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

We've experienced some issues with latest updates and patches - that seems to be solved now Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

8/20/2024

"Cloud Coach Review"

3.5/5

What do you like best about Cloud Coach?

Each section of the project is laid out clearly. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Its more than we need as an organization. Review collected by and hosted on G2.com.

Dwayne S.

Principal Consultant

Small-Business (50 or fewer emp.)

Originally submitted 1/25/2024

Business partner of the seller or seller's competitor, not included in G2 scores.

"Happy but need more"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Computer Software

Enterprise (> 1000 emp.)

7/25/2024

"Project Management Tool"

3.5/5

What do you like best about Cloud Coach?

It allows me to easily track project budget and the associated tasks Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

It does not work very well as a capacity planning tool for your open projects Review collected by and hosted on G2.com.

Maria C.

Mid-Market (51-1000 emp.)

4/10/2024

"It such a user friendly intuitive tool"

5/5

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! Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

There could be improvements on templeting. But I know this is down the line. Review collected by and hosted on G2.com.

Response from Jonny Pugh of Cloud Coach

edit

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.

Verified User in Program Development

Mid-Market (51-1000 emp.)

7/25/2024

"Cloud Coach implementation"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Oil & Energy

Mid-Market (51-1000 emp.)

8/19/2024

"Workable but Don't Cut Corners in Execution"

3/5

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. Review collected by and hosted on G2.com.

What do you dislike about Cloud Coach?

Reworks, if not set up carefully, can reset some initial timestamps which essentially deletes some data. Review collected by and hosted on G2.com.