# Coastal Reviews
**Vendor:** Coastal  
**Category:** [Cloud Consulting Providers](https://www.g2.com/categories/cloud-consulting)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 183
## About Coastal
Coastal makes you successful using Salesforce, Snowflake, and AI—all backed by a #1 customer ranking. With 1,700+ clients across industries and more than 3,000 certifications, we help organizations do more with their technology and data to power real business results. By combining a modern data foundation with the world’s #1 CRM, we create one system where clean, governed data powers real-time workflows, intelligent automation, and measurable business impact. Making that possible takes the right team and the right tools. Coastal’s leaders—former Salesforce executives, enterprise IT veterans, and industry experts—work alongside our certified specialists to deliver work that matters, using automation-first frameworks for faster results with less risk. That’s how we simplify the complex and bring the clarity, speed, and value you need to reach your goals with confidence. From strategy and implementation to managed services, we’re the consultancy you’ll love working with. Why Coastal? ✔️ 5/5 Stars on Salesforce AppExchange with over 500 reviews ✔️ 4x Leader in ISG Provider Lens™️ ✔️ Experts in AI, Data Cloud, multi-cloud Salesforce solutions, Snowflake www.coastal.us



## Coastal Pros & Cons
**What users like:**

- Users commend the **responsiveness and supportive relationships** with Coastal Cloud, enhancing their collaboration and project management. (6 reviews)
- Users value the **quick support responsiveness** of Coastal, making collaboration and issue resolution seamless and efficient. (6 reviews)
- Users commend the **responsive communication** of Coastal, appreciating their professionalism and timely follow-ups throughout the project. (5 reviews)
- Users commend Coastal for their **deep expertise** , providing insightful recommendations and fostering strong collaborative relationships. (5 reviews)
- Users value the **effective problem-solving** by Coastal, appreciating their responsive and adaptable approach to challenges. (5 reviews)
- Problem-Solving (5 reviews)
- Users value the **staff supportiveness** of Coastal, noting their professionalism and willingness to assist effectively. (5 reviews)
- Team Quality (5 reviews)
- Users value the **knowledgeable and responsive support** from Coastal, enhancing their CRM experience and collaboration. (4 reviews)
- Users commend the **quick response time** of Coastal Cloud, ensuring efficient follow-up and timely solutions. (4 reviews)

**What users dislike:**

- Users find the **cost to be very high** for the value provided, suggesting a need for better pricing options. (4 reviews)
- Users express concerns about **expensive pricing** , feeling it hampers project completion and loyalty rewards. (4 reviews)
- Users express concern over **poor customer support** , leading to frustration with resolving issues in an effective manner. (1 reviews)

## Coastal Reviews
  ### 1. Strong Partnership

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emily G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 02, 2025

**What do you like best about Coastal?**

What I like best about Coastal is that they feel like an extension of my team. Being a team of one can be isolating and challenging, so it's helpful to have trusted colleagues to bounce ideas off of, to teach me new skills, and to lean on, especially during challenging times like a data remodel.

**What do you dislike about Coastal?**

The only real downside of Coastal is that we do not work with them full-time, so they aren't able to dig quite as deep into understanding our data/industry/strategies/business decisions as an FTE would be expected to, which can present a slight learning curve to overcome.

**Recommendations to others considering Coastal:**

SFMC is a complex tool which lends itself best to a well-rounded team of experts. Even if your team is highly skilled and experienced, they may benefit from additional support in areas like technical architecture, consulting, SFMC administration, and project management. Coastal is a strong and reliable partner with deep SFMC expertise, and they are well-equipped to help fill in any gaps.

**What problems is Coastal solving and how is that benefiting you?**

As an email team of one, Coastal has helped fill in the gaps for our team, which has been critical to our success. Even with my own 5+ years of experience in SFMC, my colleagues from Coastal have brought a depth and breadth of knowledge and taught me skills/tips I had never encountered on my own. They are strong in SFMC best practices and they fill in some of the more technical gaps that an SFMC admin, developer, or consultant would normally support. They were a tremendous asset to our data remodeling project, helping us steer that process and build a solution in SFMC that would support complex datasets and processes. We simply could not have done it without them.

  ### 2. Walking on a cloud with Coastal Cloud

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hayden M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 27, 2025

**What do you like best about Coastal?**

The most helpful aspect about Coastal is the reliable assistance to solve problems - even issues that went beyond our main contact's knowledge. If she was not familiar with a particular product she would pull in her Coastal colleagues to assist on the solution.

**What do you dislike about Coastal?**

I think the cost for 8 hours of consult was a lot and b/c we only had 8 hours each week to work w the consultant, it took a long time to finish projects.

**Recommendations to others considering Coastal:**

I think this group is very easy to work with and reliable source of SF solutioning.

**What problems is Coastal solving and how is that benefiting you?**

Coastal provided managed services immeadiately after we went live and transitioned from our implementation vendor for SF NPSP. Our rep helped us set up our acknowledgement processes, introduced third party tools to make reporting easier and assisted with cleaning our data by creating a process to remove duplicate records.

  ### 3. Responsive and easy to work with

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** April 08, 2024

**What do you like best about Coastal?**

They are easy to work with and very responsive. The follow-up to meetings and requests are quick as well. The account team of Amanda, Emma, Jake and Sean have been great so far. We are utlizing Asana for PM and both teams have visibiltiy into the work. The weekly communication on hour utilization has been great. We know what we've used and what we have remaining for the month.

**What do you dislike about Coastal?**

So far I don't really have a dislike yet. The partnership is too new for me to comment.

**Recommendations to others considering Coastal:**

The team listened to what we had to say and asked the right questions. They are responsive and easy to work with. The team also explains any steps taken in support work.

**What problems is Coastal solving and how is that benefiting you?**

We were ending our partnership with a different vendor and reached out to Coastal Cloud to explore a new partner. We initially asked Coastal to our current environment and provide enhancement recommendations. We had a series of meetings and demos. From there the team provided a handful of recommendations. We are now weaving these recommendations into a Waves program partnership.

  ### 4. Salesforce - Accounting Seed Development Multi Year Project

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bonnie J. | AVP of Finance and Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 19, 2025

**What do you like best about Coastal?**

Their team is knowledgeable and responsive.  Also, our implementation date was pushed back a couple times because of our issues.  Coastal has been patient and has gone above and beyond to ensure we retained the team members most familiar with us an our operations.  We are grateful for our relationship with the Coastal Team.

**What do you dislike about Coastal?**

All aspects of the project continue to be well executed.

**Recommendations to others considering Coastal:**

I highly recommend Coastal for your SalesForce/Accounting Seed needs.  Dedicated group of people with the requisite knowledge to provide innovative solutions and quality services.

**What problems is Coastal solving and how is that benefiting you?**

Coastal has supported our accounting and IS development teams in customizing Salesforce/Accounting Seed for compatibility with our business processes.

  ### 5. Coastal Partnership

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** December 08, 2025

**What do you like best about Coastal?**

They distinguish themselves through their ability to rapidly scale operations with top-tier resources. Their agility in mobilizing high-quality teams to meet demand is truly impressive.

**What do you dislike about Coastal?**

We believe there is room to improve the value-to-cost ratio. We encourage a pricing approach that rewards loyalty and accounts for our historical investment in this relationship.

**What problems is Coastal solving and how is that benefiting you?**

Coastal has been a pivotal partner in our ongoing digital transformation journey. Their strategic guidance and technical expertise have allowed us to modernize our legacy systems, streamline complex workflows, and ultimately foster a more agile, data-driven organizational culture.

  ### 6. Major MuleSoft upgrade from 3.9 to 4.9

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rhonda Y. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about Coastal?**

Everything really. They were professional, but easy going and very easy to work with.

**What do you dislike about Coastal?**

There are NO downsides to Coastal. They were top-notch.

**Recommendations to others considering Coastal:**

Use them, you will not be disappointed.

**What problems is Coastal solving and how is that benefiting you?**

Coastal was instrumental in upgrading our MuleSoft platform from 3.9 to 4.9, as well as addressing any errors along the way.  I can't say enough good things about this team.  We had a very tight deadline with a lot of unknown variables or skillset on my team. They have a great Project Manager, Kelly who was on top of everything and did a great job keeping the team moving forward.  Their development team is also top notch. I was able to work with an onshore developer, while he worked with the offshore team, to better align with time-zones and clear communication.   I am actually going to use them again on another part of the project, as well keep them on speed-dial for any future work.

  ### 7. Best Salesforce Consultants

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kathy H. | Senior Enterprise Solutions Product Owner, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 03, 2025

**What do you like best about Coastal?**

Coastal is extremely sharp and professional. It was impressive how quickly they acclimated and understood our business needs.

**What do you dislike about Coastal?**

Honestly, can't really say anything bad. If I have to say something, it's how we had to promote the work in Copado. They provided all of the metadata, but I think the initial user stories we created weren't necessary since we create user stories only for the components we're promoting. The bot was part of every user story, which made things complicated. We ended up just using 1 user story and adding all the components that were needed.

**Recommendations to others considering Coastal:**

I highly recommend Coastal for any Salesforce project. They have a deep understanding of Salesforce and all its capabilities, thinking outside the box and going the extra mile. They're on top of everything, extremely detailed, and provide next steps and communication consistently and concisely.

**What problems is Coastal solving and how is that benefiting you?**

Coastal helped my team implement a chatbot on our proprietary software. This is going to benefit our customers to get help in real time while reducing the call/case volume.

  ### 8. MCAE Build, Integration and Training

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 21, 2025

**What do you like best about Coastal?**

I like the high level of professionalism in planning, executing and communicating along the way. The timely scope/reports, updates, and planning was communicated clearly every step of the way. Audrey Root, Beau Bassett, and Amanda Moore are the kindest, most professional people I have worked with in a long time. It was an absolute pleasure to work with them every step of the way.

**What do you dislike about Coastal?**

There wasn't anything that I would have changed about the experience we had.

**What problems is Coastal solving and how is that benefiting you?**

Coastal built out our new MCAE platform and met all our expectations in a timely, professional manner. We needed to improve our communication as a ministry and they have set us up for success to do so.

  ### 9. SMS Short Code Simplified

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 08, 2025

**What do you like best about Coastal?**

Simplification of the process and knowing someone was there to answer questions.

**What do you dislike about Coastal?**

There were a lot of emails sent back and forth but the team was just keeping us informed on the project and any requirements we may have missed.

**What problems is Coastal solving and how is that benefiting you?**

We were signing up for a short code and the process looked very daunting. It was a simple, although still long, process with Coastal Cloud. The process is in-depth and very lengthy but it was as simple as possible with the guidance of Coastal. 

Thanks again for being so easy to work with. I can’t imagine how difficult it would have been if I had tried to accomplish this SMS set up without you all.

  ### 10. Easy to Work With

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 09, 2025

**What do you like best about Coastal?**

They are experienced in Salesforce and were able to easily determine what changes needed to be made with our current CRM. They are very easy to work with, and genuinely nice people. They are very responsive and quick to try and resolve issues.

**What do you dislike about Coastal?**

While it is not uncommon to experience bugs in a new system, there seemed to be more than usual after going live, even after doing extensive testing. To be fair, the issues may not have been a result of Costal's error, but with Salesforce or Amazon Voice.

**Recommendations to others considering Coastal:**

They are a great team to work with. They are very knowledgeable and understanding. They are easy to reach when issues arise and are quick to find a resolution. You will feel as if you are their only client.

**What problems is Coastal solving and how is that benefiting you?**

Building Amazon Voice Connector and installing on our current Salesforce CRM.  This Connector will help with reporting, call center visibility and phone connnectivity issues, as well as assist in managing remote employees.


## Coastal Discussions
  - [What is Coastal Cloud used for?](https://www.g2.com/discussions/what-is-coastal-cloud-used-for) - 1 comment

- [View Coastal pricing details and edition comparison](https://www.g2.com/products/coastal/reviews/coastal-review-947621?section=pricing&secure%5Bexpires_at%5D=2026-05-16+05%3A42%3A01+-0500&secure%5Bsession_id%5D=d175b1d7-9948-4ccd-b333-ef2da4c78483&secure%5Btoken%5D=e1ca400da9211719699d959c660c6997f5e95ba7802f5a63cc4bdbab110bc73c&format=llm_user)

## Coastal Features
**Planning**
- Needs Assessment
- Resource Allocation
- Stayed within Budget
- Statement of Work
- Best Practices

**Delivery**
- Technical Expertise
- Met Deadlines
- Meeting Management
- Project Updates
- Scope Management
- Roll-out

**Support**
- Go Live Support
- Documentation
- Training 
- Metrics
- Admin Services

**Team Quality**
- Change Management Skills
- Executive Presence
- Vertical Expertise
- Technology Partnerships

## Top Coastal Alternatives
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  - [Magna5](https://www.g2.com/products/magna5/reviews) - 4.6/5.0 (66 reviews)
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