AI Solutions Native to Salesforce
AI Solutions Native to Salesforce
AI Solutions Native to Salesforce
The PSA That Analyzes Your Project Data.
The PSA That Analyzes Your Project Data.
The PSA That Analyzes Your Project Data.
The Salesforce-native PSA built for how professional services teams actually work, with Delivery Intelligence running natively on Agentforce so your team moves faster than the problems do.
The Salesforce-native PSA built for how professional services teams actually work, with Delivery Intelligence running natively on Agentforce so your team moves faster than the problems do.
The Data Was Always There. The Intelligence Just Never Caught Up.
Complex implementations, bolted-on AI, and manual reporting cycles have created an overhead tax professional services teams can't afford. Cloud Coach closes that gap. Intelligence that runs where your project data already lives, not beside it.
The Data Was Always There. The Intelligence Just Never Caught Up.
Complex implementations, bolted-on AI, and manual reporting cycles have created an overhead tax professional services teams can't afford. Cloud Coach closes that gap. Intelligence that runs where your project data already lives, not beside it.
AI Delivery Intelligence
AI Delivery Intelligence
AI Delivery Intelligence
Introducing Every Delivery Motion. One Intelligent Platform.
Three solutions. One Salesforce-native platform.
Delivery Intelligence threaded through all of it.
Three solutions. One Salesforce-native platform. Delivery Intelligence threaded through all of it.
Margin▲ 4.1
24.0%
Utilization
0%billableon track
Project health
Timeline
Resources
Financial
Customer
Project team
AM
Abrigail M.BL
Brad L.MB
Marian B.P2
Prof Svcs 2P1
PM 1Risk2 active
Professional
Services Delivery
Professional
Services Delivery
Margin protection, utilization improvement, delivery confidence, all inside Salesforce. Built for the era where delivery is the growth lever.
Onboarding journey
Acme Corp · Enterprise
0
days to launch
✓
Kickoff✓
Discovery●
Build✓
UAT✓
LaunchLogged this wk
0h
Active+3
0projects
Approvals queue5 pending
CA
Consultant A0h✓CB
Consultant B0h✓EA
Engineer A0h✓PA
PM A0h✓DA
Designer A0h✓Customer Onboarding & Implementation
Customer Onboarding & Implementation
Get every customer live faster with one repeatable, scalable process. Churn starts at onboarding, but intelligence and retention begin here too.
Project plan
Jun 24Jul 07Jul 21
Account Mgr
40h
Developer
20h
Project Mgr
25h
Prof Svcs
40h
Dev (TBD)
20h
✦AI Assist
Allocated
0%
Roles
0/ 5 staffed
Enterprise Project & Program Management
Enterprise Project & Program Management
Native Salesforce project management without the consultant tax, and AI that understands what complex programs actually look like.
Native to Salesforce
Native to Salesforce
Native to Salesforce
Delivery Intelligence.
Delivery Intelligence.
Built In. Not
Bolted On.
Built In. Not Bolted On.
Three AI capabilities running natively on Salesforce Agentforce, so your team spends less time reporting and more time delivering.
Three AI capabilities running natively on Salesforce Agentforce, so your team spends less time reporting and more time delivering.
Project Copilot
Customer Signal Intelligence
AI Meeting Manager
Get Instant Project Answers With Project Copilot
Ask anything about project status, risk, or milestones. Get answers from live Salesforce data, not a cached report, not a dashboard. An answer, right now.
Project – Advisor
—⤢✕
Ask me a question…
Catch Churn Risk Early with Customer Signal Intelligence
Early warning signs surfaced across emails and meetings before they become escalations or churn. Know before the client calls.
Transcript Analysis: Suggestions
Based on the supplied transcript, we have identified the following agenda items that may be relevant to you.
Opening & Meeting Introduction
Abrigail Minton opened the meeting, welcoming Brad Lee and Marian Baxter for a structured project status review.
Action Items
Complete Pre-Kickoff Questionnaire
5/13/26
Update Revised Due Dates
5/14/26
Overdue Items Review
Six overdue items flagged as foundational blockers — kickoff meeting identified as the most critical.
Action Items
Confirm and Schedule Kickoff Meeting
5/13/26
Assign and Close Ticket 236
5/15/26
Sentiment Analysis
Attendee
Sentiment
Abrigail Minton
Positive
Brad Lee
Neutral
Marian Baxter
Negative
Run Smarter Delivery Meetings with AI Meeting Manager
Agendas generated from live project data. Decisions captured. Action items tracked. The meeting overhead your team has been living with, gone
Transcript Analysis: Suggestions
Based on the supplied transcript, we have identified the following agenda items that may be relevant to you.
Opening & Meeting Introduction
Action Items
Send recap to attendees
5/13/26
Confirm Phase 2 readiness
5/14/26
Overdue Items Review
Action Items
Schedule kickoff meeting
5/13/26
Close stakeholder ticket
5/15/26
Ask Any Project Question
Natural language queries processed against live Salesforce records. No data export, no manual pull, no cached report, just real-time intelligence from the objects where your project data already lives.
Decisions Captured and Tracked
Post-meeting summaries and action items generated automatically from live project context, intelligently structured, fully attributed, and logged inside Salesforce without any manual input.
Know Before It's Too Late
Communication pattern analysis run continuously across emails and meetings, sentiment signals, stakeholder health indicators, and churn flags surfaced inside Salesforce before they require intervention.
Project Copilot
Customer Signal Intelligence
AI Meeting Manager
Get Instant Project Answers With Project Copilot
Ask anything about project status, risk, or milestones. Get answers from live Salesforce data, not a cached report, not a dashboard. An answer, right now.
Project – Advisor
—⤢✕
Ask me a question…
Chats that feel human but powered by AI
Early warning signs surfaced across emails and meetings before they become escalations or churn. Know before the client calls.
Transcript Analysis: Suggestions
Based on the supplied transcript, we have identified the following agenda items that may be relevant to you.
Opening & Meeting Introduction
Abrigail Minton opened the meeting, welcoming Brad Lee and Marian Baxter for a structured project status review.
Action Items
Complete Pre-Kickoff Questionnaire
5/13/26
Update Revised Due Dates
5/14/26
Overdue Items Review
Six overdue items flagged as foundational blockers — kickoff meeting identified as the most critical.
Action Items
Confirm and Schedule Kickoff Meeting
5/13/26
Assign and Close Ticket 236
5/15/26
Sentiment Analysis
Attendee
Sentiment
Abrigail Minton
Positive
Brad Lee
Neutral
Marian Baxter
Negative
Catch Churn Risk Early with Customer Signal Intelligence
Agendas generated from live project data. Decisions captured. Action items tracked. The meeting overhead your team has been living with, gone.
Transcript Analysis: Suggestions
Based on the supplied transcript, we have identified the following agenda items that may be relevant to you.
Opening & Meeting Introduction
Action Items
Send recap to attendees
5/13/26
Confirm Phase 2 readiness
5/14/26
Overdue Items Review
Action Items
Schedule kickoff meeting
5/13/26
Close stakeholder ticket
5/15/26
Ask Any Project Question
Natural language queries processed against live Salesforce records. No data export, no manual pull, no cached report, just real-time intelligence from the objects where your project data already lives.
Decisions Captured and Tracked
Post-meeting summaries and action items generated automatically from live project context, intelligently structured, fully attributed, and logged inside Salesforce without any manual input.
Know Before It's Too Late
Communication pattern analysis run continuously across emails and meetings, sentiment signals, stakeholder health indicators, and churn flags surfaced inside Salesforce before they require intervention.
Project Copilot
Customer Signal Intelligence
AI Meeting Manager
Get Instant Project Answers With Project Copilot
Ask anything about project status, risk, or milestones. Get answers from live Salesforce data, not a cached report, not a dashboard. An answer, right now.
Project – Advisor
—⤢✕
Ask me a question…
Catch Churn Risk Early with Customer Signal Intelligence
Early warning signs surfaced across emails and meetings before they become escalations or churn. Know before the client calls.
Transcript Analysis: Suggestions
Based on the supplied transcript, we have identified the following agenda items that may be relevant to you.
Opening & Meeting Introduction
Abrigail Minton opened the meeting, welcoming Brad Lee and Marian Baxter for a structured project status review.
Action Items
Complete Pre-Kickoff Questionnaire
5/13/26
Update Revised Due Dates
5/14/26
Overdue Items Review
Six overdue items flagged as foundational blockers — kickoff meeting identified as the most critical.
Action Items
Confirm and Schedule Kickoff Meeting
5/13/26
Assign and Close Ticket 236
5/15/26
Sentiment Analysis
Attendee
Sentiment
Abrigail Minton
Positive
Brad Lee
Neutral
Marian Baxter
Negative
Run Smarter Delivery Meetings with AI Meeting Manager
Agendas generated from live project data. Decisions captured. Action items tracked. The meeting overhead your team has been living with, gone
Transcript Analysis: Suggestions
Based on the supplied transcript, we have identified the following agenda items that may be relevant to you.
Opening & Meeting Introduction
Action Items
Send recap to attendees
5/13/26
Confirm Phase 2 readiness
5/14/26
Overdue Items Review
Action Items
Schedule kickoff meeting
5/13/26
Close stakeholder ticket
5/15/26
Ask Any Project Question
Natural language queries processed against live Salesforce records. No data export, no manual pull, no cached report, just real-time intelligence from the objects where your project data already lives.
Decisions Captured and Tracked
Post-meeting summaries and action items generated automatically from live project context, intelligently structured, fully attributed, and logged inside Salesforce without any manual input.
Know Before It's Too Late
Communication pattern analysis run continuously across emails and meetings, sentiment signals, stakeholder health indicators, and churn flags surfaced inside Salesforce before they require intervention.
Most AI Leaves Salesforce. Ours Never Does.
Most AI Leaves Salesforce.
Ours Never Does.
Never exported, never routed through a third-party model, never leaving your org.
Never exported, never routed through a third-party model, never leaving your org.
Line Items
Line Items
Line Items
Over Time
Recognized
Recognized
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
Top Ratings on G2 and AppExchange.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.
Top Ratings on G2 and AppExchange.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.
Top Ratings on G2 and AppExchange.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.