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Cloud Coach | Professional Services Automation, Project & Resource Management

By Cloud Coach

End-to-end PSA for customer onboarding, time tracking, and customer success

Paid  
Industries
Healthcare & Life Sciences
High Tech
Professional Services
Business Need
Productivity
Project Management
Dashboards & Reports
Requires
None

Our Salesforce-Native PSA solution helps companies with 50+ employees boost project delivery through powerful project & resource management. It supports Fixed Price & Time and Materials models, streamlines onboarding, and improves financial visibility.

  • Professional Services Automation, Project & Resource Management on Salesforce

  • User Friendly Professional Services Automation for Salesforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Enterprise
Unlimited
Force.com

App Details

Version
Cloud Coach Enterprise - Profitability & Utilization/Cloud Coach Enterprise - Profitability & Utilization 28.1.0
Listed On
06/23/2012
Latest Release
12/15/2025
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 8
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.271.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/25/2013

Additional Details

Cloud Coach’s Professional Services Automation (PSA) solution empowers service organizations to enhance their efficiency and profitability. By providing a comprehensive suite of tools, Cloud Coach helps manage both Fixed Price and Time and Materials projects with ease. Key features include advanced resource management, streamlined project tracking, and detailed financial insights. These capabilities enable teams to maximize billable utilization and improve profit margins. With Cloud Coach, organizations can do more with less, driving significant business growth and operational excellence. Whether you’re looking to scale your services or refine your processes, Cloud Coach offers the solutions you need to succeed.

Need help?

Cloud Coach

Global Offices

STANDARD Support Online support with typically <1 business day response time PREMIUM Support Available for additional cost

Support Phone(877) 813-5043
Other ResourcesEmailTerms & Conditions