Rated 4.5 out of 5

Stop Running Your PSA With Spreadsheets.

Forecast capacity, protect margin, and bill what you deliver, without leaving Salesforce. Cloud Coach is the Salesforce-native PSA built for how services teams actually work.

Rated 4.5 out of 5

Stop Running Your PSA With Spreadsheets.

Forecast capacity, protect margin, and bill what you deliver, without leaving Salesforce. Cloud Coach is the Salesforce-native PSA built for how services teams actually work.

Hostess Brands logo
Athenahealth logo
Wellstar logo
Veracode logo
Cloudpointe logo
Exact Sciences logo
Service Credit Union logo
Red Bee logo
Lamb Weston logo
Canidium logo
Sovos logo
Bamboo Health logo
Net Health logo
Hostess Brands Commercialization logo
PerfectMind logo
Verato logo
TechBridge logo
JES logo
Benefit Technology Resources logo
AmerisourceBergen logo
Hostess Brands logo
Athenahealth logo
Wellstar logo
Veracode logo
Cloudpointe logo
Exact Sciences logo
Service Credit Union logo
Red Bee logo
Lamb Weston logo
Canidium logo
Sovos logo
Bamboo Health logo
Net Health logo
Hostess Brands Commercialization logo
PerfectMind logo
Verato logo
TechBridge logo
JES logo
Benefit Technology Resources logo
AmerisourceBergen logo
Hostess Brands logo
Athenahealth logo
Wellstar logo
Veracode logo
Cloudpointe logo
Exact Sciences logo
Service Credit Union logo
Red Bee logo
Lamb Weston logo
Canidium logo
Sovos logo
Bamboo Health logo
Net Health logo
Hostess Brands Commercialization logo
PerfectMind logo
Verato logo
TechBridge logo
JES logo
Benefit Technology Resources logo
AmerisourceBergen logo
Project – Advisor
Ask me a question…
Project – Advisor
Ask me a question…

One Platform, Every Delivery Motion.

One Platform, Every Delivery Motion.

One Platform, Every Delivery Motion.

Peak allocationover capacity
0%cap 100%
2 people over-allocated
Week heatmap
Team load
AM
92%
SB
138%
SS
110%
P1
74%

See Who's Overallocated Before the Project Slips

See Who's Overallocated Before the Project Slips

See Who's Overallocated Before the Project Slips

Resource & Capacity Management.
Full visibility into who is available, overallocated, and where the next bottleneck is forming.

Resource & Capacity Management.
Full visibility into who is available, overallocated, and where the next bottleneck is forming.

Revenue leakage▼ 7.1% vs plan
$0.0Kunrealized
Planned $112K · Realized $104K
Benefits over time
PlannedRealized
Planned vs realized
Billing
Subscription
No Area

Stop Revenue Leakage From Time to Invoice

Stop Revenue Leakage From Time to Invoice

Stop Revenue Leakage From Time to Invoice

Time, Expense & Billable Hours.
Time, expenses, and billable hours captured accurately and connected directly to delivery, so nothing gets missed.

Time, Expense & Billable Hours.
Time, expenses, and billable hours captured accurately and connected directly to delivery, so nothing gets missed.

Billable hours▲ on target
0%target 75%
64h billable · 20h non-billable
Burndownspend left
−$4,800
Work distribution
AM
BL
JO
MB

Spot Margin Risks Before Projects Go Off Track

From Reporting on Delivery to Driving It

Spot Margin Risks Before Projects Go Off Track

Reporting & Project Health.
Real-time dashboards and metrics that provide visibility into progress, performance, and risks without manual reporting.

Reporting & Project Health.
Real-time dashboards and metrics that provide visibility into progress, performance, and risks without manual reporting.

0
Done
0
Tickets
0
Time
0
Tasks
Work load
AM
GM
JC
0h
Entered time
this week
Assignments
Upcoming0
Overdue0

Run Delivery the Way
Your Team Actually Works

Run Delivery the Way
Your Team Actually Works

Project Planning & Delivery - Gantt charts, milestone tracking, and task management built for delivery teams, not ERP systems.

Native to Salesforce
Native to Salesforce
Native to Salesforce

Your Project Data Knows What's Falling Behind. Now It Can Tell You.

Portfolio Visibility is One
Thing. Intelligence is Another.

The most expensive problems in professional services don't arrive as surprises, the signals were always there. Cloud Coach Delivery Intelligence runs natively on Salesforce Agentforce, watching your live project data continuously so your team stops finding out too late.

The most expensive problems in professional services don't arrive as surprises, the signals were always there. Cloud Coach Delivery Intelligence runs natively on Salesforce Agentforce, watching your live project data continuously so your team stops finding out too late.

The most expensive problems in professional services don't arrive as surprises, the signals were always there. Cloud Coach Delivery Intelligence runs natively on Salesforce Agentforce, watching your live project data continuously so your team stops finding out too late.

Catch Issues Before Anyone Else.

Nothing Surprises
Your Portfolio.

Stop Guessing. Get Answers Instantly. That's Project Copilot.

Project – Advisor
Ask me a question…

Every Customer Signal. Zero Blind Spots.

Every Customer Signal.
Zero Blind Spots.

The Customers That
Matter Find You First.

See Client Risk Coming with Customer Signal Intelligence.

Catch Churn with Customer Signal Intelligence

Transcript Analysis: Suggestions
Based on the supplied transcript, we have identified the following agenda items that may be relevant to you.
Opening & Meeting Introduction
Abrigail Minton opened the meeting, welcoming Brad Lee and Marian Baxter for a structured project status review.
Action Items
Complete Pre-Kickoff Questionnaire
5/13/26
Update Revised Due Dates
5/14/26
Overdue Items Review
Six overdue items flagged as foundational blockers — kickoff meeting identified as the most critical.
Action Items
Confirm and Schedule Kickoff Meeting
5/13/26
Assign and Close Ticket 236
5/15/26
Sentiment Analysis
Attendee
Sentiment
Abrigail Minton
Positive
Brad Lee
Neutral
Marian Baxter
Negative

Meetings End.
Work Moves Forward.

Every Meeting. Half the Overhead with AI Meeting Manager.

Transcript Analysis: Suggestions
Based on the supplied transcript, we have identified the following agenda items that may be relevant to you.
Opening & Meeting Introduction
Action Items
Send recap to attendees
5/13/26
Confirm Phase 2 readiness
5/14/26
Overdue Items Review
Action Items
Schedule kickoff meeting
5/13/26
Close stakeholder ticket
5/15/26

The Overhead Tax, Eliminated.

Here's what professional services teams see when their PSA stops tracking work and starts driving it.

Here's what professional services teams see when their PSA stops tracking work and starts driving it.

Here's what professional services teams see when their PSA stops tracking work and starts driving it.

0

%

Faster Onboarding Times

0

%

Faster Onboarding Times

0

%

Reduction in Project Overruns

0

%

Reduction in Project Overruns

0

%

Boost in Team Utilization

0

%

Boost in Team Utilization

Live in Days

(Not Months)

Customer Onboarding, PSA, & Customer Success solutions that drive efficiency and results.

© 2026 Cloud Coach - All Rights Reserved

Customer Onboarding, PSA, & Customer Success solutions that drive efficiency and results.

© 2026 Cloud Coach - All Rights Reserved

Customer Onboarding, PSA, & Customer Success solutions that drive efficiency and results.

© 2026 Cloud Coach - All Rights Reserved