Cloud Coach Alternatives (January 2026)

Cloud Coach | Customer Onboarding & PSA solution on Salesforce.

https://cloudcoac.com/

Project Management, Customer Onboarding, Professional Services Automation (PSA) and PPM solutions native to Salesforce.

4.5/5

167+ reviews

Reviewed on:

Capterra

Getapp

Beyond PSA | Purpose-built software to elevate the performance of PS orgs

https://www.kantat

.com/

Kantata Professional Services Cloud - Purpose-built technology for PS organizations operating on the Salesforce platform or an open infrastructure.

Manage Your Projects in Salesforce with Klient PSA

https://klien

.com/

Manage Projects Tasks, Resources, Time, Invoices, and Customer Portal with expert support a complete Professional Services Automation Platform on Salesforce.

#1 PSA and Customer Onboarding Software | Rocketlane

https://www.rocketlan

.com/

Collaborate seamlessly with your entire project team, partners, and clients, delivering projects on time and on budget with Rockelane. Try today!

Project Management Software | PSOhub

https://www.psohu

.com/

A professional services automation (PSA) solution integrating with HubSpot, Salesforce and Microsoft Dynamics. Featuring project management, task management, time tracking, and invoicing.

BigSteps | Customer Onboarding & Implementation Software for B2B

https://bigstep

.io/

The customer onboarding and implementation software your team need to deliver projects on time, accelerate TTV, and increase customer stickiness

Precursive | Now Merged with Taskfeed

http://www.precursive.c

.uk/

Precursive is an all-in-one project & resource management and PSA tool that's 100% native to Salesforce. Increase time-to-value with Precursive today.

Cloud-Based Professional Services Automation (PSA) Software for Service Resource Planning (SRP) | NetSuite OpenAir

https://www.openai

.com/

NetSuite OpenAir helps improve invoicing accuracy and revenue recognition and increase visibility into your services organization.

Professional Services Automation (PSA) Accounting Software - Beyond Software

http://www.beyondsoftwar

.com/

Cloud-based Professional Services Automation (PSA) from Beyond Software allows you to connect your projects and financial accounting to increase profitability.

TaskRay » Manage Projects and Onboard Customers

https://taskra

.com/

TaskRay is the leading project management software for Salesforce CRM customers. Plan projects, manage resources, and collaborate smarter.