The Salesforce Native PSA, Priced to Start Fast.
The Salesforce Native PSA,
Priced to Start Fast.
The Salesforce Native PSA,
Priced to Start Fast.
Get projects, time, and revenue running on Salesforce.
Start small, scale into resourcing, financials, and AI when you need them.
Per user, per month, billed annually
Onboarding included on published plans
5-user minimum
Who’s it for?
Small teams getting projects onto Salesforce.
Gantt, dependencies, and critical path
Kanban sprints & backlog
Project & task templates
Launch projects from any Salesforce record
Task-level time tracking
Standard reports & dashboards
Onboarding included
Who’s it for?
Growing teams that need resourcing and full time & expense.
Everything in Starter, plus
Resource management: skills & work-types
Resource load & capacity planning
Timesheet approvals & missing-time flags
Custom reports & dashboards
MyDay, Resource-Only, Time Entry & Partner users
Most popular
Who’s it for?
Delivery and financials at scale.
Everything in Connect, plus
Fixed Price & Time-and-Materials billing
Budgeting: CAPEX v OPEX, cost areas
Import actuals from SAP, Oracle, SAGE
Internal labor cost & margin visibility
Customer Success app & dedicated CSM
Expense tracking
Ultimate
The full platform, with AI and portfolio built in.
Talk to Sales
Org-level licensing available
Who’s it for?
The full platform, with AI and portfolio built in.
Everything in Enterprise, plus
AI project assistant on your data
AI meeting summaries & action items
AI risk & churn signals
Agentic delivery: scoping, resourcing, SOW
PMO / portfolio dashboards
Org-level licensing & premium support
Portfolio / PPM & project insights
Who’s it for?
Small teams getting projects onto Salesforce.
Gantt, dependencies, and critical path
Kanban sprints & backlog
Project & task templates
Launch projects from any Salesforce record
Task-level time tracking
Standard reports & dashboards
Onboarding included
Who’s it for?
Growing teams that need resourcing and full time & expense.
Everything in Starter, plus
Resource management: skills & work-types
Resource load & capacity planning
Timesheet approvals & missing-time flags
Custom reports & dashboards
MyDay, Resource-Only, Time Entry & Partner users
Most popular
Who’s it for?
Delivery and financials at scale.
Everything in Connect, plus
Fixed Price & Time-and-Materials billing
Budgeting: CAPEX v OPEX, cost areas
Import actuals from SAP, Oracle, SAGE
Internal labor cost & margin visibility
Customer Success app & dedicated CSM
Expense tracking
Ultimate
The full platform, with AI and portfolio built in.
Talk to Sales
Org-level licensing available
Who’s it for?
The full platform, with AI and portfolio built in.
Everything in Enterprise, plus
AI project assistant on your data
AI meeting summaries & action items
AI risk & churn signals
Agentic delivery: scoping, resourcing, SOW
PMO / portfolio dashboards
Org-level licensing & premium support
Portfolio / PPM & project insights
Who’s it for?
Small teams getting projects onto Salesforce.
Gantt, dependencies, and critical path
Kanban sprints & backlog
Project & task templates
Launch projects from any Salesforce record
Task-level time tracking
Standard reports & dashboards
Onboarding included
Who’s it for?
Delivery and financials at scale.
Everything in Connect, plus
Fixed Price & Time-and-Materials billing
Budgeting: CAPEX v OPEX, cost areas
Import actuals from SAP, Oracle, SAGE
Internal labor cost & margin visibility
Customer Success app & dedicated CSM
Expense tracking
Who’s it for?
Growing teams that need resourcing and full time & expense.
Everything in Starter, plus
Resource management: skills & work-types
Resource load & capacity planning
Timesheet approvals & missing-time flags
Custom reports & dashboards
MyDay, Resource-Only, Time Entry & Partner users
Most popular
Ultimate
The full platform, with AI and portfolio built in.
Talk to Sales
Org-level licensing available
Who’s it for?
The full platform, with AI and portfolio built in.
Everything in Enterprise, plus
AI project assistant on your data
AI meeting summaries & action items
AI risk & churn signals
Agentic delivery: scoping, resourcing, SOW
PMO / portfolio dashboards
Org-level licensing & premium support
Portfolio / PPM & project insights
The only PSA that catches risk before it hits revenue.
The only PSA that catches risk before it hits revenue.
The only PSA that catches risk before it hits revenue.
AI reads your live project data, runs the delivery overhead, and flags trouble early. Included in Ultimate, available as an add-on to Enterprise.
AI reads your live project data, runs the delivery overhead, and flags trouble early. Included in Ultimate, available as an add-on to Enterprise.
AI that answers questions across your projects
AI that answers questions across your projects
Agendas, summaries, and action items from live data
Agendas, summaries, and action items from live data
Early warning signals from email and meeting patterns
Early warning signals from email and meeting patterns
Agentic delivery across scoping, resourcing, and SOW
Agentic delivery across scoping, resourcing, and SOW
Find What Plans Are Right For You
Find What Plans Are Right For You
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.
Every plan builds on the last, adding the tools and visibility that help your services organization scale confidently on Salesforce.
Features
Starter
Connect
Enterprise
Ultimate
Talk to Sales
Timelines
Gantt
Auto-save
List view
Phase view
Kanban
WBS / Sub Phase
4 Dependency Types + lead/lag
Checklist Projects
External Deliverables
External communication
Milestones
Stage-gates
Cross Project Dependencies
Resourcing
Work Types
Task Level Assignments
Resource Load
Business as Usual
Capabilities
Project Level Assignments
Template Performance
Resource Capacity
Scenario Planning
Planned vs Actuals
FTE Capacity
Expertise
Placeholder Management
Financials
Benefits
Expenses
Invoices
Revenue recognition
Rate cards
Retainers
Utilization
Collaboration
External Project View
Files & Links
Time Entry
External Deliverables
External Communication
Meetings
RACI
Stakeholder Management
Goals & Requirements
Goals
Requirements
Features
Starter
Connect
Enterprise
Ultimate
Timelines
Gantt
Auto-save
List view
Phase view
Kanban
WBS / Sub Phase
4 Dependency Types + lead/lag
Checklist Projects
External Deliverables
External communication
Milestones
Stage-gates
Cross Project Dependencies
Resourcing
Work Types
Task Level Assignments
Resource Load
Business as Usual
Capabilities
Project Level Assignments
Template Performance
Resource Capacity
Scenario Planning
Planned vs Actuals
FTE Capacity
Expertise
Placeholder Management
Financials
Benefits
Expenses
Invoices
Revenue recognition
Rate cards
Retainers
Utilization
Collaboration
External Project View
Files & Links
Time Entry
External Deliverables
External Communication
Meetings
RACI
Stakeholder Management
Goals & Requirements
Goals
Requirements
Features
Starter
Connect
Enterprise
Ultimate
Talk to Sales
Timelines
Gantt
Auto-save
List view
Phase view
Kanban
WBS / Sub Phase
4 Dependency Types + lead/lag
Checklist Projects
External Deliverables
External communication
Milestones
Stage-gates
Cross Project Dependencies
Resourcing
Work Types
Task Level Assignments
Resource Load
Business as Usual
Capabilities
Project Level Assignments
Template Performance
Resource Capacity
Scenario Planning
Planned vs Actuals
FTE Capacity
Expertise
Placeholder Management
Financials
Benefits
Expenses
Invoices
Revenue recognition
Rate cards
Retainers
Utilization
Collaboration
External Project View
Files & Links
Time Entry
External Deliverables
External Communication
Meetings
RACI
Stakeholder Management
Goals & Requirements
Goals
Requirements
Add-Ons to Enhance the Way You Work
Add Delivery
Intelligence to
Any Plan
Project Copilot. AI Meeting Manager. Customer Signal Intelligence. Available as an add-on across all tiers, built natively on Salesforce Agentforce. No separate infrastructure. No new system. Just AI that runs on the data you already have.
Project Copilot. AI Meeting Manager. Customer Signal Intelligence. Available as an add-on across all tiers, built natively on Salesforce Agentforce. No separate infrastructure. No new system. Just AI that runs on the data you already have.
Project Copilot. AI Meeting Manager. Customer Signal Intelligence. Available as an add-on across all tiers, built natively on Salesforce Agentforce. No separate infrastructure. No new system. Just AI that runs on the data you already have.
Project Copilot
Project Copilot
Project
Copilot
See risk across your
full portfolio.
See risk across your
full portfolio.
Customer Signal Intelligence
Customer Signal Intelligence
Customer Signal Intelligence
Catch churn in the conversation.
Catch churn in the conversation.
AI Meeting Manager
AI Meeting Manager
AI Meeting Manager
Every Meeting.
Half the overhead.
Every Meeting.
Half the overhead.
Competitive Contrast Table
Cloud Coach Keeps Delivery Intelligence Native, Shipped, and Configurable.
A practical look at how Cloud Coach compares against common PSA alternatives across AI readiness, Salesforce data residency, and implementation speed.
Capability
Certinia
Kantata
Precursive
Salesforce-Native
✓
×
✓
✓
AI shipped (not announced)
×
Partial
Partial
✓
AI data stays in Salesforce
—
—
×
✓
Live in days
×
×
×
✓
Admin-configurable
×
×
×
✓
Competitive Contrast Table
Cloud Coach Keeps Delivery Intelligence Native, Shipped, and Configurable.
A practical look at how Cloud Coach compares against common PSA alternatives across AI readiness, Salesforce data residency, and implementation speed.
Salesforce-native
Certinia
✓
Kantata
×
Precursive
✓
✓
AI shipped (not announced)
Certinia
×
Kantata
Partial
Precursive
Partial
✓
AI data stays in Salesforce
Certinia
—
Kantata
—
Precursive
×
✓
Live in days
Certinia
×
Kantata
×
Precursive
×
✓
Admin-configurable
Certinia
×
Kantata
×
Precursive
×
✓
Competitive Contrast Table
Cloud Coach Keeps Delivery Intelligence Native, Shipped, and Configurable.
A practical look at how Cloud Coach compares against common PSA alternatives across AI readiness, Salesforce data residency, and implementation speed.
Salesforce-native
Certinia
✓
Kantata
×
Precursive
✓
✓
AI shipped (not announced)
Certinia
×
Kantata
Partial
Precursive
Partial
✓
AI data stays in Salesforce
Certinia
—
Kantata
—
Precursive
×
✓
Live in days
Certinia
×
Kantata
×
Precursive
×
✓
Admin-configurable
Certinia
×
Kantata
×
Precursive
×
✓
Common Questions.
Straight Answers.
About Cloud Coach
What is Cloud Coach?
Who is Cloud Coach for?
What can I use Cloud Coach for?
Is Cloud Coach a well-reviewed product?