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What is Cloud Coach?

Cloud Coach specializes in providing enterprise-grade project management, professional services automation (PSA), and project portfolio management (PPM) software that supports businesses in making strategic investments for their growth and success. With features such as 'Any Project Process' and Salesforce Lightning, Cloud Coach enables the execution of projects of various scales, offering dynamic and customized views tailored to the specific nature of each project. When seeking to unify operations through a shared platform, Cloud Coach and Salesforce emerge as the optimal solution. You can seamlessly initiate projects directly from your sales opportunities, facilitating an effortless transition during handoffs. By utilizing templates, organizations can foster best practices across their teams. Additionally, keeping all team members updated is easy, as the status of onboarding projects can be tracked alongside opportunity and account records. This integration allows for the conversion of opportunities into projects at any point during the sales cycle, enhancing overall operational efficiency. Ultimately, Cloud Coach empowers businesses to optimize their project management processes and drive successful outcomes.

What is BQE CORE?

Quickly and effortlessly provide essential information to principals, project managers, or your entire workforce with BQE CORE's robust dashboard. This tool enables you to keep an eye on key performance indicators (KPIs) including project efficiency, time and expenses, profitability, and other critical metrics. You can oversee the progress of each project phase and ensure that tracking is seamless. Additionally, it allows you to juxtapose actual figures with budgeted hours and costs, ensuring that no details are overlooked. Interactive Gantt charts enhance resource allocation and enable precise forecasting every time. Tailored specifically for managing new sales opportunities, activities, and performance in professional services, CORE CRM streamlines your processes. Discover how BQE CORE can help you concentrate on the most vital aspects of your practice and supervise client projects effectively. Don’t miss out on the chance to schedule your personalized demo today and see the benefits for yourself!

Media

Media

Integrations Supported

8am CPACharge
8am ClientPay
ArchiSnapper
Box
Dropbox
Google Drive
MYOB
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Stripe
Tax1099.com
Vergo
Xero

Integrations Supported

8am CPACharge
8am ClientPay
ArchiSnapper
Box
Dropbox
Google Drive
MYOB
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Stripe
Tax1099.com
Vergo
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$39 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cloud Coach International

Company Location

United Kingdom

Company Website

cloudcoach.com

Company Facts

Organization Name

BQE Software

Date Founded

1995

Company Location

United States

Company Website

go.bqe.com/sourceforge-bqe-core/

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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