Cloud Coach

What Cloud Coach does

Cloud Coach is a 100% Salesforce-native Professional Services Automation (PSA) and project portfolio management vendor, founded in 2004 and headquartered in Fort Collins, Colorado, with a UK subsidiary in Bristol. The platform unifies five functional modules — Plan and Execute (Gantt, templates, milestones), Track Time & Bill (task-level time capture, approvals, change orders, billing export), Manage Resources (capacity planning, skills-based assignment, utilization forecasting), Measure & Improve (health scoring, real-time dashboards), and Workflows & Automation (no-code logic, CRM-triggered actions) — entirely inside the Salesforce data model, with no bolt-on integrations or external sync layers.

The company's revenue mechanics rest on a four-tier subscription model (Starter for entry-level project views, Connect for reporting and automation, Enterprise for full PSA with financials and resource management, and Ultimate for portfolio governance with stage gates and CAPEX/OPEX visibility) priced on multi-year contracts at the upper tiers via quote-based sales. Distribution blends product-led self-serve entry at Starter/Connect with a consultative enterprise motion at Enterprise/Ultimate, complemented by listing on the Salesforce AppExchange and an implementation partner ecosystem. An AI intelligence layer branded PSAI overlays Project Copilot, AI Meeting Manager, Customer Sentiment Intelligence, and predictive forecasting on top of the operational data model.

Cloud Coach is privately held and backed by Main Capital Partners (June 2023), a European enterprise software investor with over 2.2 billion euros in AUM. In September 2025 the company acquired JustOn to bring native Salesforce billing, invoicing, and revenue recognition into the platform, extending the surface from project execution into quote-to-cash. Customers span enterprise and mid-market services organizations across healthcare (Athenahealth, Wellstar, Bamboo Health, Net Health), technology (Twilio, Veracode, Exact Sciences, CivicPlus, SS&C Eze), food and beverage (Hostess Brands, Lamb Weston), media (Red Bee), and financial services (Service Credit Union), with G2 badges including Easiest To Do Business With, Best Support, and multiple High Performer recognitions in Enterprise and Mid-Market PSA categories.

Name

Cloud Coach

Legal name

Cloud Coach, LLC

Website

https://cloudcoach.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Cloud Coach is a 100% Salesforce-native Professional Services Automation platform that helps services, PMO, and customer success teams plan projects, track time, manage resources, bill, and forecast delivery within the Salesforce ecosystem.

Ownership category

akta.pro rank

Product category

Professional Services Automation (PSA) Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Professional Services Automation (PSA) & Services ERP (HDAEAEAF)

akta.pro secondary industry

Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)

Keywords

• Professional services automation
• Project portfolio management
• Time tracking software
• Resource management software
• Customer onboarding software

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Subscription SaaS (Starter Plan): Entry-level project management plan providing project views, checklist, Kanban, Waterfall, Water-Scrum-Fall, Gantt, Row, Calendar, My Day capabilities. Includes basic project templates, recurring tasks, project cloning, and time tracking.
2. Subscription SaaS (Connect Plan): Mid-tier plan adding reporting & dashboards with project insights, time-based task weighting, baselines, template performance analytics, field-level customization, and enhanced collaboration including meeting automation.
3. Subscription SaaS (Enterprise Plan): Full PSA capabilities including time tracking (timer + timesheet), PSA for time/expense/billing, revenue recognition, profitability dashboards, invoicing, capacity planning, resource assignment, skills & role matching, and forecasted utilization.
4. Subscription SaaS (Ultimate Plan): Portfolio governance including project portfolio management, advanced stage gate processes, CAPEX/OPEX visibility, scenario planning, and portfolio-level dashboards & reports. Contact sales for pricing.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Cloud Coach sells a 100% Salesforce-native Professional Services Automation (PSA) platform that helps services teams plan, execute, track time, manage resources, and bill — all within Salesforce. The offering combines project management, time tracking and billing, resource/capacity planning, portfolio governance, and an embedded AI intelligence layer (PSAI) featuring Project Copilot, AI Meeting Manager, and Customer Sentiment Intelligence. Following the September 2025 acquisition of JustOn, the platform also includes native Salesforce billing and revenue recognition for quote-to-cash automation.

Product overview

Cloud Coach is a unified, Salesforce-native Professional Services Automation (PSA) platform that combines project management, resource management, time tracking and billing, and AI-powered delivery intelligence. The platform consists of a core PSA platform with five integrated modules: Plan and Execute (project planning, Gantt, templates, milestone tracking), Track Time & Bill (time capture, approvals, billing export), Manage Resources (capacity planning, utilization tracking), Measure & Improve (dashboards, forecasting, health scoring), and Workflows & Automation (logic-based rules, task creation, alerts). An AI intelligence layer called PSAI (Professional Services AI) adds Project Copilot, AI Meeting Manager, Customer Sentiment Intelligence, predictive forecasting, and health/risk detection. The platform offers four pricing tiers (Starter, Connect, Enterprise, Ultimate) scaling from basic project management to full PSA with portfolio governance. Following the September 2025 acquisition of JustOn, Cloud Coach also incorporates native Salesforce billing automation for unified quote-to-cash management.

Differentiator

Problem solved

Functional benefit

Brands

• PSAI: The AI intelligence layer for professional services embedded into Cloud Coach's PSA platform, featuring Project Copilot, AI Meeting Manager, and Customer Sentiment Intelligence.

Products and services

• Cloud Coach PSA Platform Core SaaS platform for professional services teams to plan, execute, track time and bill, manage resources, and measure performance — built natively on Salesforce without bolt-ons or external integrations. Targets services organizations across healthcare, technology, financial services, F&B, and media.
• PSAI (Professional Services AI) AI add-on layer for services delivery teams that adds Project Copilot (chat-based project Q&A and risk flagging), AI Meeting Manager (auto agendas, summaries, action items), Customer Sentiment Intelligence (risk/churn signals from communications), and predictive forecasting & capacity planning. Sold as a distinct AI capability on top of the Cloud Coach PSA Platform.
• JustOn (Salesforce-native Billing & Revenue Automation) Salesforce-native billing engine acquired by Cloud Coach in September 2025, providing automated invoicing, payments, and revenue recognition for quote-to-cash workflows inside Salesforce. Used by services teams that need unified billing and PSA on a single Salesforce platform.

Quantifiable outcome

• 40% faster onboarding times
• +10 more outcomes

Named customers21 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability4 records

Feature12 records

Partnerships

Three partnerships are on record, tiered flagship and core.

• ComnexaflagshipStrategic or Co-development PartnerComnexa is highlighted as a key strategic partnership. Cloud Coach x Comnexa collaboration is featured prominently with video content showcasing the partnership value. Comnexa extends Cloud Coach capabilities within the Salesforce ecosystem.
• JustOnflagshipStrategic or Co-development PartnerCloud Coach acquired JustOn in September 2025 to strengthen Salesforce-native financial automation. JustOn's billing engine brings invoicing, payments, and revenue recognition directly into Cloud Coach, automating quote-to-cash without leaving Salesforce.
• Implementation ConsultantscoreImplementation/ SI/ Consulting PartnerCertified consultants and implementation experts accelerate onboarding and configuration. These partners reduce dependency on internal IT and ensure faster time to value for customers going live in weeks.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Certinia (formerly FinancialForce): Certinia is the largest Salesforce-native PSA and services ERP vendor and the most direct competitor to Cloud Coach. Both compete for services organizations running professional services operations inside Salesforce, offering overlapping resource, time, billing, and revenue recognition modules on the same platform.
• Kantata: Kantata (formed from the merger of Mavenlink and Kimble) is a leading standalone PSA platform serving professional services and consulting firms. It competes head-to-head with Cloud Coach for PSA deals and is a frequent comparison target on Cloud Coach's own comparison pages.
• Taskray: Taskray is a Salesforce-native PSA and project management app built on AppExchange, offering onboarding, project tracking, and task management for services teams. It directly overlaps Cloud Coach's Salesforce-native project and onboarding capabilities and is explicitly listed as a competitor.
• Precursive: Precursive is a Salesforce-native PSA platform focused on professional services and consulting organizations with resource management, project accounting, and revenue capabilities. It is a direct peer in the Salesforce AppExchange PSA category and named as a competitor on Cloud Coach's website.
• Projector PSA: Projector PSA is an independent PSA platform built for marketing agencies and professional services firms, offering resource planning, project accounting, and time tracking. It is a direct PSA peer to Cloud Coach, particularly for agencies and consultancies outside the Salesforce stack.

Broad incumbents

• OpenAir by NetSuite: OpenAir is the PSA platform owned by Oracle NetSuite, offering time tracking, resource management, project accounting, and billing for services organizations. It competes for PSA deals against Cloud Coach but is anchored to the broader Oracle/NetSuite ecosystem rather than Salesforce.
• Planview: Planview is a large portfolio and project management vendor (formerly Clarizen) offering enterprise PPM, Lean-Agile, and PSA capabilities. It overlaps with Cloud Coach's Ultimate tier portfolio governance and stage-gate functionality while serving a broader, largely non-Salesforce customer base.
• Adobe Workfront: Adobe Workfront is an enterprise work management platform used for project planning, resource management, and delivery across marketing and services teams. It is a broader incumbent competing for project and resource management spend that overlaps Cloud Coach's Plan and Execute and Manage Resources modules.

Emerging players

• Productive.io: Productive is an emerging PSA and project management platform aimed at agencies, consultancies, and software houses, offering resource planning, time tracking, profitability, and billing. It competes for the same professional services and consulting buyers as Cloud Coach with a modern, SaaS-only experience.
• Gainsight: Gainsight is the leading Customer Success platform, competing with Cloud Coach's recently launched Customer Success Capabilities for Salesforce. Both target services and CS leaders managing onboarding, health scoring, and renewals, with some overlap in PSA-adjacent use cases.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cloud-coach
• Xx.com/cloudcoach

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cloud Coach