Cloud Coach Vs Precursive

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...

Precursive emerged from the merger of Taskfeed and Precursive, combining task management and resource management features. It caters well to smaller teams and organizations, providing competitive project management functionalities.

While Cloud Coach excels in areas such as project management, time tracking, meetings, and implementation support, Precursive OBX offers a more self-implementable solution and may be more appealing to smaller teams with simpler needs and budgets.

Overall, both Cloud Coach and Precursive OBX provide competitive solutions for managing projects and onboarding customers within the Salesforce ecosystem. The choice between them depends on the specific requirements and preferences of each organization.

Cloud Coach Vs Precursive on G2

Precursive at a glance
  • Cloud Coach
  • Precursive
Cloud CoachPrecursive
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 7.67.1
Ease of Admin 8.27.3
Quality of Support 9.18.3
Product Direction 9.68.5

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Let's Compare Features

Compare Features Precursive
  • Cloud Coach
  • Precursive
Cloud CoachPrecursive
Client Portal8.3Not enough data available
Project Planning 8.88.3
Resource Management 8.88.1
Capacity 8.38.5
Revenue Recognition7.7Not enough data available
Budget Tracking 8.3Not enough data available
Resource Allocation8.68.6
Portfolio Performance8.5Not enough data available
Forecasting8.6Not enough data available
APIs7.8Not enough data available
Performance and Reliability9.17.5

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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