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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Cloud Coach is a specialist in enterprise-class project management, PSA and PPM software designed for businesses who want to make strategic investments in the success of their business. Cloud Coach's Any Project Process' and Salesforce Lightning 'Lightning' allow you to deliver projects of any size and with dynamic tailored views that are specific to the type you are delivering. Cloud Coach & Salesforce are the best choice when you need to bring your business together using a common tool. Launch projects from your opportunities to make sales handoff easy. Use templates to promote best practices in your company. Keep your entire team informed by showing your onboarding projects status back at your opportunity and account records. Turn opportunities into projects at any stage of the sales cycle.

Description

With the invoicing module, your invoices are created automatically as your production advances. This feature helps prevent delays in payments by sending alerts to monitor any outstanding invoices. Utilizing OOTI's financial analytics, you can oversee your budgets, expenditures, and profitability in real-time. Additionally, automated financial projections from your projects empower you to anticipate trends and make well-informed choices. The project and resource management system offers a comprehensive overview of your company's planning schedules and project timelines, along with a thorough analysis of the time allocated to each project. Designed specifically for your industry, this all-encompassing solution allows you to smoothly navigate essential modules such as opportunities, projects, resources, invoicing, and finances. You’ll gain insights from detailed financial analyses and forecasts, guiding you to make informed decisions for your business’s future. By automating your invoicing processes, you ensure compliance and efficiency, generating invoices in accordance with project milestones and progress. This streamlined approach not only saves time but also enhances overall operational effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 

Integrations

Salesforce No 

Pricing Details

$39 per user per month
Free Trial No 
Free Version Yes 

Pricing Details

$14 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cloud Coach International

Country

United Kingdom

Website

cloudcoach.com

Vendor Details

Company Name

OOTI

Founded

2018

Country

France

Website

www.ooti.co

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates No 
Gantt Charts Yes 
Idea Management No 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material No 
Building Information Modeling No 
Client Management No 
Contact Management Yes 
Contract Management Yes 
Document Management No 
Drafting No 
Manufacturing Design Data No 
Presentation Tools No 
Project Management Yes 
Proposal Management No 
Quotes/Proposals Yes 
Visualization / Presentation No 

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History No 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments No 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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