Tier categories: ULTIMATE

Time Tracking

CUSTOMER ONBOARDING User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.

Track time on projects admin cases and more 2

Track Time on Projects, Admin, Cases, and more…

Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner. With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed

Cost and Rate Time Entries based on Skill Sets

Cost and Rate Time Entries based on Skill Sets

Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner. With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed

Genius so you never miss a time entry again 2

Genius – So you never miss a time entry again

Use AI to see which records you have interacted with but not recorded time on. Time entry is no one’s favourite task so why not make things easier for your team with our Timecard Genius, which leverages AI to let your team know what they have worked on but not recorded time on in the

Route time approvals to the right people

Route time approvals to the right people

Leverage the power of Salesforce approval workflows to ensure time gets approved in an expedient manner so your invoices all go out on time. Route time to different managers according to your business rules Send rejected time entries back to users to get more details Leverage delegated approvers when your out of office

Create Project from Any Salesforce records

ANY PROJECT Whether the start point for your project is an opportunity, a case or a custom object, leverage our clone helper to automate the creation of the right project based on your business rules. “Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.” JACKSON WITHERILL Senior

Create projects from your any salesforce record

Create Projects from your any Salesforce record

Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have Select Template based on customer object details Pass details from your Custom Object to the Project Or if you don’t want to use automation use our project creation wizard available in the related record of

Create Projects anywhere with the New Project Wizard 2

Create Projects, anywhere with the ‘Project Wizard’

Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime Filter Kanban processes by Department Link Projects to any Salesforce record or create them standalone Leverage existing templates or start from new

Choose your Project Methodology

CUSTOMER SUCCESS Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.

Schedule a tailored demo with one of our project specialists.

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Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
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