Cloud Coach: Pricing, Free Demo & Features

Name: Cloud Coach
Rating: 5 (1 reviews)

Last Updated Sep 1, 2026

Overview

Cloud Coach is Salesforce-native software that improves project delivery and customer onboarding by uniting planning, resource management, and automated workflows. Despite some users finding its interface complex, its deep Salesforce integration and powerful project success features make it a strong choice for service teams.

Overall Rating

Based on 1 users reviews

All Reviews

Rating Distribution

Positive

100%

Neutral

Negative

Starting Price

Custom

Product Snapshot

Cloud Coach Manage Risks Issues And Change

Cloud Coach Specifications

CRM Integration
Analytics And Reporting
Customer Profiles
Ticket Management
Live Chat
Omnichannel Support
Canned Responses
Customer Feedback Surveys
Escalation Management
Self-Service Portal

View All Specifications

What Is Cloud Coach?

Cloud Coach is a Salesforce-native professional services and project delivery platform that helps teams streamline customer onboarding and success workflows while enhancing visibility across delivery tasks. Its resource planning and real-time reporting tools help organizations optimize team utilization and project outcomes. Cloud Coach also provides automated meeting and task tracking to reduce manual work and improve customer experiences.

Cloud Coach Pricing

Cloud Coach offers scalable and customizable pricing tailored to business needs and contract term, stating at $749.00/feature/month. Request a custom Cloud Coach cost quote for your business now.

Disclaimer: The pricing has been sourced from third-party websites and is subject to change.

Cloud Coach Integrations

Cloud Coach software supports integration with multiple systems and platforms, such as:

Salesforce
Sage
Jira
QuickBooks
Workday

Watch the Cloud Coach demo to learn more about its integration arrangements.

Who Is Cloud Coach For?

Cloud Coach is ideal for a wide range of teams and sectors, including:

Project teams within Salesforce environments
Customer onboarding teams
Customer success teams
Professional services groups
IT project teams
PMO (Project Management Office) teams

Is Cloud Coach Right For You?

Cloud Coach is an excellent fit for service-oriented teams and professional services organizations that already use Salesforce and want to centralize project delivery, customer onboarding, and success workflows in one platform. Its deep integration with Salesforce enables teams to launch projects from customer records and leverage unified reporting and real-time dashboards to drive performance. If you want to ensure consistent onboarding and improve customer outcomes while maximizing resource utilization, Cloud Coach is worth exploring.

Still doubtful if Cloud Coach is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Cloud Coach Features

Project Timelines

Cloud Coach enables teams to plan and visualize project schedules with dynamic timelines, showing key dates, milestones, dependencies, and tasks. These visual timelines help stakeholders anticipate bottlenecks, align team activities, and deliver work with greater predictability and clarity.

See How It Works

Meeting Automation

The software automates meeting scheduling and tracking by providing predefined agendas and follow-up action item tracking. This reduces manual work and ensures teams stay aligned on client needs and project goals without spending time creating repetitive meeting details.#fnResource Management#fd#Within Salesforce, Cloud Coach offers robust resource planning tools that allow managers to assign work by role or skill, plan capacity, and forecast utilization. This ensures that teams are optimally aligned with project demands and can adapt quickly to changing priorities.

See How It Works

Customer Success Tools

The platform includes functionality to support customer success workflows, helping teams track goals, manage handoffs, and address risks and issues throughout the customer lifecycle. Automation ensures smoother transitions and better retention outcomes.

See How It Works

Time Entry

Cloud Coach’s time entry capabilities allow teams to log billable and non-billable hours directly within project records. This simplifies time tracking and enhances transparency for both internal stakeholders and clients.

See How It Works

Pros And Cons of Cloud Coach

A quick look at Cloud Coach's strengths and weaknesses to
help you decide if it's the right fit

Pros

Flexible support for multiple project methodology types
Strong real-time reporting and dashboard visibility
Responsive support and dedicated customer success resources

Cons

Interface complexity can challenge new users initially
Reporting customization and templates sometimes feel limited

Cloud Coach Reviews

Insights from real users on Cloud Coach’s features,
performance, and overall experience.

Total 1 reviews

All reviews are from verified customers

Rating Distribution

Stars

100%

Stars

Share your experience

Erica R.

Information Technology and Services, N/A employees

5.0

May 2020

“Time tracking with useful reports”

Pros

Getting this product up and running was easy and our professional services implementation team picked up the interface quickly. It has made tracking time across multiple projects and building reports much more manageable. Before this, I had to manually gather data from different sources into spreadsheets which was time-consuming and left room for mistakes. Now my day-to-day work is a lot simpler and I have more time to focus on improving other processes.

Cons

External Project View is a feature I appreciate but I do wish it included an option to share documents with customers directly from that area.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

View All 1 Reviews

Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What other apps does Cloud Coach integrate with?

The software supports integration with multiple systems and platforms, such as Salesforce, Sage, Jira, QuickBooks, and Workday.

Does Cloud Coach have a mobile app?

Cloud Coach does not list a dedicated mobile app on the official site.

What types of pricing plans does Cloud Coach offer?

Cloud Coach price scales with user volume and contract length, tailored per organization, starting at $749.00/feature/month. Request custom Cloud Coach pricing for your needs.

Does Cloud Coach offer an API?

Yes, Cloud Coach offers an API to use.

What language does Cloud Coach support?

Cloud Coach is primarily available in English.

What level of support does Cloud Coach offer?

Cloud Coach provides support through email contact forms.

Who are the typical users of Cloud Coach?

Typical users are project teams, customer onboarding, customer success, and professional services groups within Salesforce environments.