Cloud Coach Vs Kantata

Looking for a seamless and efficient Professional Services Automation solution tailored to your business requirements? Your search ends here. Discover why top-tier companies trust Cloud Coach as their PSA solution.

At a Glance...

Cloud Coach and Kantata are two prominent options for organizations seeking Professional Services Automation (PSA) solutions integrated with Salesforce. Both platforms offer a range of features including project management, resource planning, time tracking, financial management, and collaboration tools. 

Built natively on the Salesforce platform, they provide seamless integration with Salesforce Sales and Service Clouds, enabling users to leverage existing infrastructure and customize workflows. 

While Cloud Coach may be favored by those prioritizing project-centric functionalities, Kantata is well-suited for businesses with a focus on quoting and financial aspects of PSA. 

Ultimately, the choice between Cloud Coach and Kantata depends on the specific needs and preferences of each organization. Explore both solutions to determine which best aligns with your requirements for efficient project management and PSA.

Cloud Coach Vs Kantata on G2

Screenshot 2024 03 05 at 14.33.59
  • Cloud Coach
  • Kantata
Cloud CoachKantata
G2 Rating4.6 out of 5 stars4.2 out of 5 stars
Meets Requirements 8.88.1
Ease of Setup 8.47.7
Ease of Use 7.67.2
Ease of Admin 8.27.7
Quality of Support 9.18.3
Product Direction 9.68.3

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Let's Compare Features

Feature Comparison Kantata
  • Cloud Coach
  • Kantata
Cloud CoachKantata
Client Portal8.36.8
Project Planning 8.87.8
Resource Management 8.88.1
Capacity 8.37.8
Scheduling 8.47.8
Revenue Recognition7.77.8
Budget Tracking 8.38.0
Resource Allocation8.67.8
Portfolio Performance8.57.5
Performance and Reliability9.18.0

Learn more about PSA with Cloud Coach

Reasons Why Customers Choose Cloud Coach

Native Salesforce Integration

Cloud Coach offers seamless integration with Salesforce, allowing users to leverage their existing Salesforce infrastructure and data. This integration streamlines processes and enhances efficiency by consolidating all project management and professional services activities within the Salesforce ecosystem.

Comprehensive Functionality

Cloud Coach provides a comprehensive suite of features for project management, resource planning, scheduling, collaboration, risk management, PSA (Professional Services Automation), time tracking, billing, project accounting, and portfolio management. 

Enhanced Visibility and Collaboration

Cloud Coach enhances visibility and collaboration by offering robust reporting and external sharing capabilities. Users can generate insightful reports and share them externally, fostering collaboration with customers and stakeholders. 

The #1 software to manage your full customer journey on Salesforce

ProjectandPortfolioManagement BestSupport Small Business QualityOfSupport
ProfessionalServicesAutomation HighPerformer Americas HighPerformer
ProfessionalServicesAutomation HighPerformer HighPerformer
ProjectManagement HighPerformer Mid Market Americas HighPerformer
ProjectandPortfolioManagement EasiestToDoBusinessWith Mid Market EaseOfDoingBusinessWith

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Our pricing is simple and scalable, discounted by the length of the contract term and the volume of users committed. 



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