8.6
SpotScore

Cloud Coach Review: Is It The Right Project Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Plan Available
Starts from $49 / User / Month, also offers free forever plan

Deloitte
Infosys
bmc
Accenture
NTT DataTrusted by teams including Deloitte
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
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What is Cloud Coach?
Cloud Coach is a project management software designed to work in the cloud or on-premise. Built for small, team-based businesses, Cloud Coach allows users to manage all project-related tasks from one central interface. It includes tools for features such as task allocation, time tracking, general permissions, expense tracking, approval processes, activity logging, document management and chat.
Pricing
Starts from $49 / User / Month
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
Cloud Coach Software Demo
Cloud Coach was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Cloud Coach
- Team types
- Large Enterprises, Medium Business
Why teams choose Cloud Coach
Comprehensive tools for project management
Flexible deployment options cater to diverse needs
Centralized interface simplifies task management
Is Cloud Coach right for you?
What buyers should know before shortlisting Cloud Coach
Cloud Coach is a project management tool built for Salesforce users that centralizes project scoping, resource allocation, and time tracking. Its core strengths include Gantt charts, Kanban boards, and automated reporting—features that give leadership teams visibility into capacity planning, profitability, and KPIs.
The interface is visual and the design is straightforward, which helps teams manage complex workflows without unnecessary friction. Before shortlisting, verify that your team has Salesforce experience or is willing to invest in onboarding.
Cloud Coach requires a learning period during implementation, especially for teams new to Salesforce or project management platforms. Some functionality requires customization through internal technical resources rather than configuration alone—confirm your team has the capacity for this before purchase.
Integration into your Salesforce ecosystem is direct, but test the specific workflows you need during a demo: resource allocation across multiple projects, capacity forecasting, and any custom reporting requirements. Customer success managers and the knowledge base are available during onboarding, but the depth of support depends on your contract tier.
Pricing scales with user count and feature tier—clarify whether add-ons like advanced reporting or custom integrations fall within your budget before committing.
Cloud Coach pros and cons
- Cloud Coach pros
Comprehensive tools for project management
Flexible deployment options cater to diverse needs
Centralized interface simplifies task management
- Cloud Coach cons
Complexity may deter smaller teams
Learning curve for new users
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Compare Cloud Coach side-by-side with top Project Management Software alternatives.
What is the pricing of Cloud Coach?
Cloud Coach Pricing Plans
Starter
Waterfall or Agile Kanban Projects
Repeatable Project Templates
Quick assignment of tasks to your team
Time Tracking on any Salesforce record
Same configuration capability as Salesforce
Show more +
Team
$49
/User/Month
Includes features of Starter plan, plus
Drag and Drop Resource Availability
PTO Management
Share project information in real time with your customers
Standardize and automate your project meetings
Show more +
Enterprise
$89
/User/Month
Includes features of Team plan, plus
Skills based resource management
Risks, Issues and Change Management
Manage rate cards, retainers and utilization
Flexible Stage Gate & Milestone Management
Show more +
Ultimate
Includes features of Enterprise plan, plus
Standardize your Demand Intake
Organize your Projects into Programs and Portfolios
Cross project Dependencies
Strategic planning tools
Show more +
Weighing your options?
Not sure if Cloud Coach fits your budget?
Cloud Coach reviews and ratings
Buyer sentiment
Buyer sentiment is very strong across 73 reviews, with consistently positive feedback.
What buyers like
- Supports Waterfall, Agile, and Kanban methodologies with Gantt charts, resource planning, and time tracking.
- Integrates with Salesforce, allowing customization to fit specific business processes on a familiar platform.
- Visual dashboards and templates support quick adoption and organized workflows.
Common complaints
- Users unfamiliar with Salesforce or advanced project management face a steep learning curve during initial configuration.
- Task dependencies and external client collaboration features are limited or need further development.
- Organizations without experienced Salesforce admins or project management expertise face implementation challenges.
Are you using Cloud Coach?
What users are saying
AU
Anonymous User
02/21/24
"CloudCoach - 1 year after implementation"
What do you like best about Cloud Coach? Cloud Coach has empowered my team to streamline workflows and greatly improve our reporting capabilities to ...
Read more
AU
Anonymous User
02/21/24
"CloudCoach - 1 year after implementation"
What do you like best about Cloud Coach? Cloud Coach has empowered my team to streamline workflows and greatly improve our reporting capabilities to ...
Read more
AJ
Adrianne J
01/08/24
"Great PPM Tool - Great Support!"
What do you like best about Cloud Coach? Cloud Coach is friendly both for our end users and SF Admins. We like the visual and functional beauty of the ...
Read more
JD
Jean-Se D
05/15/23
"THE PM App if you are in the Salesforce ecosystem"
What do you like best about Cloud Coach? If you want a project management app integrated into your Salesforce org, this is it. Whether you use a ...
Read more
SR
Saulo R
03/28/23
"Fast implementation and ease of use"
What do you like best about Cloud Coach? It accommodates various PM strategies which is great for organizations with independent business units and ...
Read more
VR
Vishurutha R
03/28/23
"Project Tracking"
What do you like best about Cloud Coach? The Gantt, resource utilisation and the meeting minutes are the most useful to me as a Project Manager. I am ...
Read more

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What are the features of Cloud Coach?
The process of analyzing, organizing, and monitoring a company's or organization's costs and expenditures is known as Budget management. Man…
IT project management is the process of planning, scheduling, executing, tracking, and reporting on IT projects (ITPM). Despite the fact tha…
Issue management is the method of identifying and resolving problems. For example, employee or vendor issues, technology failures, and suppl…
Kanban Board is a powerful project management tool that helps teams to visualize their work and optimize their workflow. It is based on the…
The most effective technique to manage the timeline factor is to track milestones. Effective project planning concentrates on the most criti…
Percent Complete is a field calculated based on Actual Duration and Duration, and it shows how far the project or tasks have progressed. Whe…
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfoli…
Project planning is a subset of project management, and it refers to the use of schedules such as Gantt charts to plan and track progress wi…
A project template is a project that contains work packages and activities that you know you'll use again and again on other projects. Proje…
A requirement is a need or expectation from a stakeholder that a product, service, or solution must satisfy to be useful. Requirements are o…
The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource i…
Status tracking is a method of accurately locating an object in transit from point A to point B using a decentralized and digital location l…
The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all p…
The process of recording and tracking hours spent and expenses related to projects is known as time and expense. Multiple timesheet and expe…
A project timeline is a list of tasks or activities organized by the date that allows project managers to see the entire project in one plac…
Cloud Coach security and data handling
Key compliance certifications and security features for IT and security teams evaluating Cloud Coach.
Certifications
Developer & data
Cloud Coach Customers
Cloud Coach Support Options
Frequently Asked Questions About Cloud Coach
Common questions buyers ask before choosing Cloud Coach.
Cloud Coach is a Project Management Software. Cloud Coach offers Timeline View, Project Templates, Kanban Board, Time & Expense Tracking, Task Management and many more functionalities.
Buyers commonly note the following limitations of Cloud Coach: Complexity may deter smaller teams; Learning curve for new users; Limited mobile app functionality.
Some top alternatives to Cloud Coach includes Quickbase , Smartsheet, ClickUp, Jira and Project Insight.
Cloud Coach offers Freemium, Subscription, Quotation Based pricing models
The starting price of Cloud Coach is $49/User/Month
Free buyer scorecard
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].





















