- Platform
- Plan and Execute
- Track Time & Bill
- Manage Resources
- Measure & Improve
- Workflows & Automation
- Platform
- Plan and Execute
- Track Time & Bill
- Manage Resources
- Measure & Improve
- Workflows & Automation
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
Starter
Get your projects on track in Salesforce. Build consistency, visibility, and alignment across every project
Ideal For:
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
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