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Compare Cloud Coach and TaskRay 
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At a Glance
Market Segments
Mid-Market (65.2% of reviews)
Mid-Market (86.5% of reviews)
Entry-Level Pricing
Contact Us
Contact Us 1 User Per Month
Cloud Coach
Star Rating
(173)4.5 out of 5
Market Segments
Mid-Market (65.2% of reviews)
Entry-Level Pricing
Contact Us
Browse all 4 pricing plansTaskRay
Star Rating
(162)4.3 out of 5
Market Segments
Mid-Market (86.5% of reviews)
Entry-Level Pricing
Contact Us 1 User Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Cloud Coach excels in its Quality of Support with a score of 9.0, while TaskRay follows closely with 8.8. Reviewers mention that Cloud Coach's support team is responsive and helpful, making it a reliable partner for businesses.
- Reviewers mention that TaskRay shines in Customer Engagement features, particularly with its customer health scores and monitoring capabilities, scoring 8.6 and 7.6 respectively. Users on G2 appreciate the ability to track customer interactions effectively, which enhances overall engagement.
- Users say that Cloud Coach offers superior Task Management capabilities, particularly in Task Creation & Assignment with a score of 8.8 compared to TaskRay's 8.4. Reviewers highlight the intuitive drag-and-drop functionality that simplifies task organization.
- G2 users report that TaskRay has a more robust Portfolio Management feature set, particularly in Portfolio Types and Planning, scoring 8.1 and 8.5 respectively. Users mention that this allows for better categorization and management of projects across different portfolios.
- Reviewers mention that Cloud Coach's Project Budgeting feature is notably stronger, scoring 7.1 compared to TaskRay's 5.9. Users appreciate the detailed financial tracking capabilities that help in maintaining project budgets effectively.
- Users on G2 report that TaskRay's Customization options are more flexible, scoring 8.6 against Cloud Coach's 7.9. Reviewers say that the ability to tailor the software to specific business needs enhances user experience and operational efficiency.
Pricing
Entry-Level Pricing
Cloud Coach
Ultimate
Contact Us
Perfect for PMOs
- Portfolio Management
- Demand Capture
- Stage Gates
TaskRay
Starter
Contact Us
1 User Per Month
Standardize processes and manage your team’s work in one place
- Project Views
- Work Management
- Templates & Automation
Free Trial
Cloud Coach
Free Trial is available
TaskRay
Free Trial is available
Ratings
Meets Requirements
8.6
155
8.5
132
Ease of Use
8.2
157
8.4
132
Ease of Setup
7.2
120
7.5
93
Ease of Admin
7.9
105
8.2
91
Quality of Support
9.0
143
8.9
123
Has the product been a good partner in doing business?
9.3
108
9.1
85
Product Direction (% positive)
9.1
147
8.4
130
Features by Category
Tasks
8.5
99
|
Verified
8.4
30
8.5
97
|
Verified
8.8
30
8.2
95
|
Verified
8.2
29
8.2
93
|
Verified
8.2
26
8.1
95
7.5
29
7.2
86
6.4
25
8.2
95
|
Verified
8.3
30
7.1
77
7.1
26
Projects
8.1
94
|
Verified
7.8
30
8.2
91
8.0
30
8.7
97
|
Verified
7.8
27
7.6
91
|
Verified
6.9
28
7.8
92
|
Verified
8.0
29
7.0
82
5.9
19
7.8
88
|
Verified
6.7
23
8.5
97
|
Verified
7.3
28
7.6
87
|
Verified
6.7
18
7.8
86
|
Verified
7.0
22
8.1
88
|
Verified
6.3
17
Resource Management
7.9
88
|
Verified
6.3
21
7.7
86
|
Verified
6.6
21
7.8
89
|
Verified
7.1
23
Project Monitoring
7.6
84
|
Verified
6.8
20
8.0
87
|
Verified
6.8
18
8.0
95
|
Verified
7.9
21
Generative AI
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Agentic AI - Project Management
Not enough data
Not enough data
8.7
5
Not enough data
8.3
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Information
7.3
10
Not enough data
7.2
10
Not enough data
7.6
9
Not enough data
6.3
8
Not enough data
5.6
8
Not enough data
7.0
9
Not enough data
6.0
8
Not enough data
Predictions
5.9
9
Not enough data
5.4
9
Not enough data
6.7
10
Not enough data
5.4
9
Not enough data
Platform
8.0
10
Not enough data
8.3
9
Not enough data
8.0
10
Not enough data
7.7
10
Not enough data
7.7
10
Not enough data
8.1
9
Not enough data
8.0
10
Not enough data
8.1
9
Not enough data
7.7
10
Not enough data
8.2
10
Not enough data
Generative AI
5.4
8
Not enough data
5.8
8
Not enough data
Agentic AI - Customer Success
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Portfolio Management
8.1
45
Not enough data
8.6
45
Not enough data
8.1
45
Not enough data
7.9
44
Not enough data
Project Management
8.2
43
Not enough data
8.1
43
Not enough data
7.9
40
Not enough data
Resource Management
8.7
44
Not enough data
8.5
45
Not enough data
8.3
45
Not enough data
Data & Analytics
8.4
43
Not enough data
8.5
42
Not enough data
8.6
43
Not enough data
7.8
41
Not enough data
Strategy - Project and Portfolio Management
7.5
17
Not enough data
7.8
17
Not enough data
7.8
17
Not enough data
7.7
17
Not enough data
7.7
17
Not enough data
7.8
17
Not enough data
7.2
18
Not enough data
7.6
17
Not enough data
7.9
17
Not enough data
8.0
17
Not enough data
Planning
Not enough data
6.7
8
Not enough data
6.7
9
Not enough data
7.2
10
Optimization
Not enough data
7.5
10
Not enough data
6.3
9
Not enough data
6.5
8
Task Creation
Not enough data
8.8
25
Not enough data
8.7
25
Not enough data
8.8
26
Not enough data
7.2
19
Task Management
Not enough data
8.2
19
Not enough data
8.1
20
Not enough data
8.0
22
Not enough data
8.3
15
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Customer Management
7.3
38
Not enough data
7.3
35
Not enough data
6.5
34
Not enough data
6.7
36
Not enough data
Project Management
8.3
45
Not enough data
8.9
45
Not enough data
8.3
42
Not enough data
8.3
44
Not enough data
Accounting
6.9
40
Not enough data
6.4
36
Not enough data
6.0
33
Not enough data
6.7
39
Not enough data
7.2
40
Not enough data
Portfolio Management
6.8
32
Not enough data
6.7
32
Not enough data
7.7
35
Not enough data
6.9
30
Not enough data
Analytics
7.4
38
Not enough data
8.4
38
Not enough data
8.0
33
Not enough data
Administration
8.0
31
Not enough data
8.1
33
Not enough data
7.8
30
Not enough data
Platform
7.8
28
Not enough data
7.1
25
Not enough data
8.7
33
Not enough data
6.1
28
Not enough data
5.8
26
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Artificial Intelligence - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
7.5
14
Not enough data
8.2
15
Not enough data
7.8
13
Administration
Not enough data
8.2
16
Not enough data
7.7
15
Not enough data
8.8
15
Project management
Not enough data
7.9
16
Not enough data
7.9
15
Not enough data
8.2
17
Not enough data
8.4
16
Not enough data
7.5
17
Not enough data
7.9
14
Not enough data
7.9
16
Workload
Not enough data
7.5
12
Not enough data
7.4
12
Not enough data
7.4
14
Not enough data
7.1
14
Communication & Collaboration
Not enough data
6.9
15
Not enough data
6.9
14
Not enough data
7.7
16
Cost Management
Not enough data
6.0
10
Not enough data
6.5
14
Not enough data
5.7
9
Integration
Not enough data
6.4
12
Not enough data
6.4
11
Not enough data
6.3
10
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Work Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
8.1
32
7.9
11
8.7
33
8.2
13
8.4
30
7.6
13
Project Tracking
8.5
34
7.8
13
8.6
32
7.9
8
7.3
31
7.1
11
8.7
33
8.8
12
7.2
32
8.2
10
Customer Engagement
7.1
30
7.2
9
7.0
28
6.7
10
6.4
29
6.9
9
7.9
30
7.7
11
7.8
31
7.5
10
Agentic AI - Salesforce AppExchange Apps
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Cloud Coach and TaskRay are categorized as Project Management, Salesforce AppExchange Apps, and Client Onboarding
Unique Categories
Cloud Coach is categorized as Project and Portfolio Management, Customer Success, and Professional Services Automation
Reviews
Reviewers' Company Size
Cloud Coach
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
TaskRay
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Hospital & Health Care
19.5%
Consulting
11.5%
Management Consulting
6.9%
Health, Wellness and Fitness
6.9%
Pharmaceuticals
5.7%
Other
49.4%
Computer Software
24.6%
Information Technology and Services
14.9%
Internet
7.9%
Higher Education
5.3%
Financial Services
4.4%
Other
43.0%
Most Helpful Reviews
Cloud Coach
Most Helpful Favorable Review
Duane B.
Verified User in Computer Software
I typically manage multiple software development projects at once and being able to identify a critical path that may set back the delivery date of the project is fantastic. I love the reports I can generate for those I consult with and my customers always...
Most Helpful Critical Review
Cameron D.
Verified User in Consulting
It has very few resources for in depth setup other than a resource site explaining features. Useful features are hidden behind high pricing tiers.
TaskRay
Most Helpful Favorable Review
Verified User in E-Learning
TaskRay is easy to use and set up thanks to their supportive Customer Service team. The integration with Salesforce is great!
Most Helpful Critical Review
Verified User in Non-Profit Organization Management
TaskRay's login can sometimes be glitchy, so links don't always click through.
Duane B.
Verified User in Computer Software
I typically manage multiple software development projects at once and being able to identify a critical path that may set back the delivery date of the project is fantastic. I love the reports I can generate for those I consult with and my customers always...
Verified User in E-Learning
TaskRay is easy to use and set up thanks to their supportive Customer Service team. The integration with Salesforce is great!
Cameron D.
Verified User in Consulting
It has very few resources for in depth setup other than a resource site explaining features. Useful features are hidden behind high pricing tiers.
Verified User in Non-Profit Organization Management
TaskRay's login can sometimes be glitchy, so links don't always click through.
Alternatives
Discussions
Links in the Documents section
3 Comments
JC
Hey Shannon, Thank you for your question. My name is John Clarkson and I am one of the Customer Success Managers at Cloud Coach. Deleting a document or link...Read more
What does Cloud Coach do?
1 Comment
JF
Cloud Coach is a Project Portfolio Management system that allows for all aspects of a project. From project intake to lessons learned, it helps to manage it...Read more
Cloud Coach has no more discussions with answers
Do I need a Salesforce license to use TaskRay?
1 Comment
Official Response from TaskRay
Yes. TaskRay is a native app built directly within the Salesforce platform. This means it's secure, reliable, very customizable, reportable and easily...Read more
What level Salesforce license do I need for TaskRay?
1 Comment
Official Response from TaskRay
TaskRay works with all Sales and Service Cloud licenses from Professional Edition through Unlimited Edition.Read more
How can I most economically add TaskRay users who are not already Salesforce users?
1 Comment
Official Response from TaskRay
TaskRay also works perfectly with Salesforce Platform license types, such as Employee Apps Starter or Community licenses. (Note: You must have at least...Read more
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