Finances
CUSTOMER SUCCESS Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
Capability category: Customer Success
Project Time
See all the time entries against your project in one place, with rates, cost and utilization information
Invoicing & Billing
Take your team’s time entries and run them through our market leading rating engine to create accurate invoices for your clients and accurate costs for your business.
Manage Client Retainers
Whether your retainers are one time, or monthly, based on hours, spend or skills, Cloud Coach has you covered
Reports & Dashboards
CUSTOMER SUCCESS All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
Customer Success Manager Dashboard
Tailor your customer success dashboards to what your team needs to see, be it health, check in’s CSAT or more.
Project Managers Dashboard
Tailor your project manager dashboards to what your team needs to see, be it health, task status, milestones and more.
