Cloud Coach Features
What are the features of Cloud Coach?
Tasks
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependecies
- Drag & Drop
Projects
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Issue Tracking
- Templates
Resource Management
- Scheduling
Project Monitoring
- Dashboards
Cloud Coach Categories on G2
Filter for Features
Tasks
Creation & Assignment | Based on 92 Cloud Coach reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates. | 85% (Based on 92 reviews) | |
Due Dates | Based on 90 Cloud Coach reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates). | 85% (Based on 90 reviews) | |
Task Prioritization | Based on 89 Cloud Coach reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work. | 83% (Based on 89 reviews) | |
To-Do Lists | Based on 87 Cloud Coach reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks. | 81% (Based on 87 reviews) | |
Dependecies | Define dependencies between tasks and the rules to manage them. This feature was mentioned in 88 Cloud Coach reviews. | 81% (Based on 88 reviews) | |
Mass Updates | Based on 81 Cloud Coach reviews. Allows users to update multiple tasks at the same time, accross multiple projects. | 73% (Based on 81 reviews) | |
Drag & Drop | Based on 89 Cloud Coach reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop. | 82% (Based on 89 reviews) | |
Recurring Tasks | As reported in 72 Cloud Coach reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals. | 73% (Based on 72 reviews) |
Projects
Planning | Based on 88 Cloud Coach reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project. | 82% (Based on 88 reviews) | |
Project Map | Projects can be mapped out with milestones, due dates, deliverables and interdependencies. This feature was mentioned in 85 Cloud Coach reviews. | 83% (Based on 85 reviews) | |
GANTT | Based on 91 Cloud Coach reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress. | 86% (Based on 91 reviews) | |
Calendar View | Based on 86 Cloud Coach reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. | 77% (Based on 86 reviews) | |
Views | Based on 86 Cloud Coach reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers). | 78% (Based on 86 reviews) | |
Project Budgeting | As reported in 77 Cloud Coach reviews. Associate a budget with a project and allocate it accordingly by task or resource. | 71% (Based on 77 reviews) | |
Issue Tracking | Based on 83 Cloud Coach reviews and verified by the G2 Product R&D team. Track issues at the project or task level, and manage resolutions. | 78% (Based on 83 reviews) | |
Templates | Based on 91 Cloud Coach reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects. | 85% (Based on 91 reviews) | |
Critical Path | Based on 81 Cloud Coach reviews and verified by the G2 Product R&D team. Automatically calculate the critical path for projects and update it when projects change. | 77% (Based on 81 reviews) | |
Time & Expense | Based on 80 Cloud Coach reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks. | 79% (Based on 80 reviews) | |
Methodologies | Based on 83 Cloud Coach reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies. | 81% (Based on 83 reviews) |
Resource Management
Resource Definiton | Based on 82 Cloud Coach reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria. | 79% (Based on 82 reviews) | |
Capacity | Based on 81 Cloud Coach reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks. | 77% (Based on 81 reviews) | |
Scheduling | Based on 84 Cloud Coach reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department. | 78% (Based on 84 reviews) | |
Definition | Based on 41 Cloud Coach reviews. Identify human and material resources and assign them to projects and portfolios. | 87% (Based on 41 reviews) | |
Allocation | As reported in 42 Cloud Coach reviews. Resources can be allocated and reallocated across multiple projects and portfolios. | 85% (Based on 42 reviews) | |
Optimization | Improve resource utilization across various projects and portfolios. 42 reviewers of Cloud Coach have provided feedback on this feature. | 83% (Based on 42 reviews) |
Project Monitoring
Baselining / KPIs | Based on 79 Cloud Coach reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. | 76% (Based on 79 reviews) | |
Resource Allocation | Based on 82 Cloud Coach reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly. | 80% (Based on 82 reviews) | |
Dashboards | Based on 89 Cloud Coach reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time. | 80% (Based on 89 reviews) |
Customer Information
Customer Health Scores | Provides users a customer-specific score to determine the overall satisfaction of each customer. | Not enough data | |
Customer Monitoring | Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team | Not enough data | |
Customer Profiles | Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. | Not enough data | |
Playbooks | Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. | Not enough data | |
Customer Segments | Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. | Not enough data | |
Product Engagement | Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. | Not enough data | |
Surveys | Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. | Not enough data |
Predictions
Churn Risk | Calculates the risk that your customers will not renew or continue using your product or service. | Not enough data | |
Upsell Opportunities | Discovers and highlights factors that lead to upsell opportunities. | Not enough data | |
Custom Triggers | Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. | Not enough data | |
Machine Learning | Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. | Not enough data |
Platform
Reporting & Dashboards | Access pre-built and custom reports and dashboards for viewing | Not enough data | |
API & Integrations | The number of sources from which the platform can pull customer data and how well those integrations are supported. | Not enough data | |
Data Import & Export Tools | Ability to input, modify, and extract data from the application in bulk through a structured file. | Not enough data | |
Workflow Capability | Automates everday customer success functions for more efficient and effective day-to-day processes. | Not enough data | |
Notifications | Set alerts for customer actions in order to respond quickly and proactively. | Not enough data | |
Customization | Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
Scalability | Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | Not enough data | |
Data Security | The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. | Not enough data | |
Performance & Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
APIs | Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. 24 reviewers of Cloud Coach have provided feedback on this feature. | 79% (Based on 24 reviews) | |
Internationalization | Based on 22 Cloud Coach reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 74% (Based on 22 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 30 Cloud Coach reviews. | 87% (Based on 30 reviews) | |
Mobile | As reported in 24 Cloud Coach reviews. Allows software to be easily used on multiple mobile devices including phones and tablets. | 64% (Based on 24 reviews) | |
Offline Access | Based on 23 Cloud Coach reviews. Ability to create and access tasks, transactions and reports while not connected to internet. | 58% (Based on 23 reviews) |
Portfolio Management
Portfolio Types | Define multiple types of portfolios for projects, programs, and services. This feature was mentioned in 41 Cloud Coach reviews. | 81% (Based on 41 reviews) | |
Planning | As reported in 42 Cloud Coach reviews. Plan activities and tasks across various portfolios or programs. | 85% (Based on 42 reviews) | |
Alignment | Based on 42 Cloud Coach reviews. Align different kinds of portfolios with business and financial goals. | 81% (Based on 42 reviews) | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. 41 reviewers of Cloud Coach have provided feedback on this feature. | 78% (Based on 41 reviews) | |
Portfolio Definition | As reported in 28 Cloud Coach reviews. Define multiple types of portfolios for projects, programs, and services. | 70% (Based on 28 reviews) | |
Portfolio Performance | Monitor the performance of different types of portfolios and programs. This feature was mentioned in 28 Cloud Coach reviews. | 70% (Based on 28 reviews) | |
Risk | Based on 31 Cloud Coach reviews. Identify risks that may negatively impact the performance of a portfolio of projects. | 77% (Based on 31 reviews) | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. This feature was mentioned in 26 Cloud Coach reviews. | 72% (Based on 26 reviews) |
Project Management
Dependencies | Manage dependencies between projects from one or multiple portfolios. This feature was mentioned in 40 Cloud Coach reviews. | 82% (Based on 40 reviews) | |
Priorities | Assign priorities for projects that are part of portfolios. This feature was mentioned in 40 Cloud Coach reviews. | 80% (Based on 40 reviews) | |
Lean Management | Based on 37 Cloud Coach reviews. Include lean project management features and best practices. | 78% (Based on 37 reviews) | |
Project Planning | As reported in 41 Cloud Coach reviews. Generate plans that define tha main activities and resources needed for a project | 83% (Based on 41 reviews) | |
Project Tracking | Monitor the progress or all tasks and activities that are part of a project 41 reviewers of Cloud Coach have provided feedback on this feature. | 89% (Based on 41 reviews) | |
Resource Definition | As reported in 38 Cloud Coach reviews. Contains library of skills and resources to allow project managers to find and assign to projects. | 83% (Based on 38 reviews) | |
Resource Management | Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. 40 reviewers of Cloud Coach have provided feedback on this feature. | 83% (Based on 40 reviews) |
Data & Analytics
Data Consolidation | As reported in 40 Cloud Coach reviews. Consolidate project and portfolio data from separate sources. | 84% (Based on 40 reviews) | |
Visualizations | As reported in 39 Cloud Coach reviews. Provide custom project and portfolio monitoring visualizations. | 85% (Based on 39 reviews) | |
Performance | Monitor the performance of different types of portfolios. This feature was mentioned in 40 Cloud Coach reviews. | 85% (Based on 40 reviews) | |
Risk Analysis | Perform risk analysis at the portfolio or project level. This feature was mentioned in 38 Cloud Coach reviews. | 78% (Based on 38 reviews) |
Customer Management
Customer Profiles | Maintains a central repository of customer information and communications. This feature was mentioned in 34 Cloud Coach reviews. | 73% (Based on 34 reviews) | |
Sales | As reported in 31 Cloud Coach reviews. Identify sales opportunities and manage leads pipelines by customer or region. | 74% (Based on 31 reviews) | |
Marketing | Create and manage marketing campaigns and track their performance This feature was mentioned in 30 Cloud Coach reviews. | 66% (Based on 30 reviews) | |
Client Portal | Provides a portal for clients to view project progress, budgets, resources, project documents, etc. 32 reviewers of Cloud Coach have provided feedback on this feature. | 67% (Based on 32 reviews) |
Accounting
Revenue Recognition | As reported in 36 Cloud Coach reviews. Automate revenue recogniton by project, portfolio, or milestone and deliverable. | 71% (Based on 36 reviews) | |
Invoice Management | Based on 32 Cloud Coach reviews. Ability to create and send electronic invoices, including templates that can be customized/branded. | 66% (Based on 32 reviews) | |
Payments | Based on 29 Cloud Coach reviews. Accepts multiple types of payments from clients and match with invoices. | 61% (Based on 29 reviews) | |
Project Accounting | Deliver features to track and manage costs and revenues by project. 35 reviewers of Cloud Coach have provided feedback on this feature. | 69% (Based on 35 reviews) | |
Budget Tracking | Based on 36 Cloud Coach reviews. Enables accountants and project managers to track and manage budgets. | 74% (Based on 36 reviews) |
Analytics
Forecasting | Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. This feature was mentioned in 33 Cloud Coach reviews. | 74% (Based on 33 reviews) | |
Reporting | Access pre-built and custom reports and dashboards that can be configured by users. This feature was mentioned in 33 Cloud Coach reviews. | 85% (Based on 33 reviews) | |
KPIs | Include business and financial KPIs that are specific to project and portfolio management . This feature was mentioned in 29 Cloud Coach reviews. | 81% (Based on 29 reviews) |
Administration
Standard Integrations | As reported in 27 Cloud Coach reviews. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | 80% (Based on 27 reviews) | |
Workflow | Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. 29 reviewers of Cloud Coach have provided feedback on this feature. | 84% (Based on 29 reviews) | |
Access Management | Based on 26 Cloud Coach reviews. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. | 79% (Based on 26 reviews) |
Onboarding Setup
Workflows | Provide customizable workflows for onboarding activities and tasks. 31 reviewers of Cloud Coach have provided feedback on this feature. | 80% (Based on 31 reviews) | |
Templates | Include templates for onboarding project plans and documents. This feature was mentioned in 31 Cloud Coach reviews. | 86% (Based on 31 reviews) | |
Checklists | Generate checklists to monitor the prograss of onboarding projects. This feature was mentioned in 28 Cloud Coach reviews. | 83% (Based on 28 reviews) |
Project Tracking
Monitoring | Track tasks, project, and dependencies using timeline views or GANTT charts. This feature was mentioned in 31 Cloud Coach reviews. | 83% (Based on 31 reviews) | |
Resources | Based on 30 Cloud Coach reviews. Allocate resources to tasks and projects, and track their costs. | 86% (Based on 30 reviews) | |
Content | Manage onboarding documents, training materials, and other content. This feature was mentioned in 28 Cloud Coach reviews. | 74% (Based on 28 reviews) | |
Tasks | Based on 31 Cloud Coach reviews. Assign and track onboarding tasks to internal and external stakeholders. | 88% (Based on 31 reviews) | |
Optimization | Based on 29 Cloud Coach reviews. Identify trends and analysis that can be used to optimize onboarding. | 75% (Based on 29 reviews) |
Customer Engagement
Portal | Based on 27 Cloud Coach reviews. Provider a portal for customers and external users to collaborate and share documents. | 73% (Based on 27 reviews) | |
Engagement | Include features to keep customers engaged such as internal communications. 27 reviewers of Cloud Coach have provided feedback on this feature. | 70% (Based on 27 reviews) | |
Branding | Create white-label portals by customer, product, or project. 27 reviewers of Cloud Coach have provided feedback on this feature. | 65% (Based on 27 reviews) | |
Visibility | As reported in 27 Cloud Coach reviews. Provide multiple levels of visibility accrosss all onboarding stages. | 79% (Based on 27 reviews) | |
Collaboration | Allow internal and external users to collaborate without loging into the system. This feature was mentioned in 28 Cloud Coach reviews. | 82% (Based on 28 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Strategy - Project and Portfolio Management
Simulation | Simulate the outcomes of various business case scenarios and mix of projects 14 reviewers of Cloud Coach have provided feedback on this feature. | 74% (Based on 14 reviews) | |
Tracking | Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios This feature was mentioned in 14 Cloud Coach reviews. | 77% (Based on 14 reviews) | |
Planning | Create plans to implement activities to achieve strategic objectives 14 reviewers of Cloud Coach have provided feedback on this feature. | 77% (Based on 14 reviews) | |
Objectives | Define strategic objectives related to project and portfolio management 14 reviewers of Cloud Coach have provided feedback on this feature. | 77% (Based on 14 reviews) | |
Visiblity | As reported in 14 Cloud Coach reviews. Provide a 360 view of all projects and portfolios and their corresponding strategies | 75% (Based on 14 reviews) | |
Alignment | Align project and portfolios with the strategic objectives of the company This feature was mentioned in 14 Cloud Coach reviews. | 77% (Based on 14 reviews) | |
Risk Management | Mitigate risks related to projects and portfolios that may impact strategic objectives 14 reviewers of Cloud Coach have provided feedback on this feature. | 70% (Based on 14 reviews) | |
Implementation | As reported in 14 Cloud Coach reviews. Deploy strategic planning to project and portfolio management activities | 74% (Based on 14 reviews) | |
Optimization | As reported in 14 Cloud Coach reviews. Help with continuous improvement and to adapt to strategy updates and market changes | 77% (Based on 14 reviews) | |
Prioritization | Assign priorities to projects and portfolios based on strategic objectives This feature was mentioned in 14 Cloud Coach reviews. | 79% (Based on 14 reviews) |
