Plans & Pricing

Whether you’re tracking projects, scaling delivery, or managing portfolios, Cloud Coach grows with your team. Built entirely on Salesforce for clear visibility, secure data, and streamlined automation

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Starter

Get your projects on track in Salesforce. Build consistency, visibility, and alignment across every project

Ideal For:
Teams looking to standardize delivery and collaboration.

Project Views

Checklist, Kanban, Waterfall, Water-Scrum-Fall, Gantt, Row, Calendar, My Day

Work Management

Task assignment, internal collaboration, repeating tasks, statuses, task history, blocked tasks, dependencies, print/export

Templates & Automation

Basic project templates, recurring tasks, project cloning, time tracking

Collaboration

Internal + customer & external collaboration

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Connect

Add reporting, automation, and momentum. See progress clearly and keep work moving with smarter workflows.

Ideal For:

Teams ready to improve visibility and efficiency.

Everything in Starter, plus…

Reporting & Dashboards

Project insights, time-based task weighting, baselines

Templates & Automation

Template performance & analytics

Configuration & Customization

Field-level task customization, improved task templates & sequencing

Collaboration

Full customer & external collaboration, collaboration hub, meeting automation

Enterprise

Bring people, projects, and profits together. Connect delivery, resources, and financials to scale with confidence.

Ideal For:

Services teams managing resources, time, and profitability.

Everything in Connect, plus…

PSA & Financials

Time tracking (timer + timesheet), PSA (time, expense, billing), revenue recognition, profitability dashboards, invoicing

Management & Forecasting

Capacity planning, resource assignment, skills & role matching, forecasted utilization

Governance Oversight

Risk, issues & change requests, demand scoring & prioritization, stakeholder management

Ultimate

Lead with clarify across every portfolio. Get the insight and governance to guide strategic growth

Ideal For:

PMOs and enterprises focused on governance and prioritization.

Everything in Enterprise, plus…

Portfolio Governance

Project portfolio management, advanced stage gate processes, CAPEX/OPEX visibility, scenario planning, portfolio-level dashboards & reports

Every plan builds on the last, adding the tools and visibility that help your services organization scale confidently on Salesforce.
Every plan builds on the last, adding the tools and visibility that help your services organization scale confidently on Salesforce.
StarterS
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ConnectC
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EnterpriseE
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UltimateU
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Project Views
Work Management
Templates and Autoation
Time Tracking
Collaboration
Reporting
Dashboards
Templates and Automation
Configuration and Custimization
PSA
Financials
Resource Management
Forecasting
Governance Oversight
Portforlio Governance
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Our team can help match the right plan to your delivery goals.

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