Client Onboarding Software That Upgrades Your First Impressions
Give your customers a first impression they’ll never forget by providing a shared workspace environment branded to your company and powered by the #1 client onboarding software.
GUIDEcx is the #1 Rated Client Onboarding Software
Our customers love us for our customer service and how we enable our users to engage their customers. See how we specialize in customer onboarding, task management, and project management.
GUIDEcx Joins Salesforce AppExchange
We’re excited to announce that GUIDEcx is officially on the Salesforce AppExchange, the leading enterprise cloud marketplace. Subscribers can enjoy confidence in the quality and security of the managed package, higher visibility before installing and automatic upgrades.
Cheers to 5 Years as the Leader in Customer Onboarding!
We are proud to celebrate 5 years as the leader in customer onboarding. A big Thank You to all of our customers, we appreciate your business!
With over 250,000 successful onboarding projects completed, we know how to leverage our knowledge and experience to deliver a best-in-class implementation process.
Why a Client Onboarding Software?
You only get one chance to make a first impression to your customers. A smooth, transparent SaaS onboarding process is key to putting your best foot forward.
Engage Your Customers in a Transparent Client Onboarding Process
With our customer-facing onboarding portal, customers, clients, and third parties have a space to coexist and communicate.
Build trust and awareness by white-labeling GUIDEcx to fit your company’s brand. You’ll get all the professional credit.
Manage Internal and Customer Onboarding Tasks
Customers don’t need to know all of the behind-the-scenes work. If there are internal processes that you want to keep private, you can manage customer visibility settings.
Assign tasks to customers, internal team members, and third parties to make sure the right people get the right tasks done at the right time.
Drive Client Onboarding Revenue
With GUIDEcx’s Intelligent Forecasting Algorithm, you can predict revenue on hold, see what client onboarding projects can be brought forward for end-of-month or quarter deadlines, and more.
See how our customers saved time by 49% with a new client onboarding software
%
reduction in implementation time
projects run
on GUIDEcx
increase in project manager capacity
%
less meetings
%
on-time delivery rate when 5+ users are invited
Countless hours saved
What Our Customers Are Saying
Deliver Value Faster with GUIDEcx Client Onboarding Software
Invite, guide, and engage internal and customer teams throughout the customer onboarding process.
Internal Teams
Teams know what needs to be done, who is accountable, and who needs help. We increase team efficiency and bandwidth, which leads to greater output and satisfaction.
External Customers
Your customers know what to expect, when to expect it, and with whom to communicate. We increase customer insight and accountability, which leads to greater satisfaction.
GUIDEcx at a Glance
A SaaS onboarding software that keeps your customers at the center of every project.
Resources
GUIDEcx is Now Available on the Salesforce AppExchange
We are proud to announce that GUIDEcx is now available on the Salesforce AppExchange. GUIDEcx subscribers can enjoy increased confidence in the quality and security of the managed package, higher visibility before installing and automatic updates within the Salesforce...
GUIDEcx, the Category Leader in Client Onboarding, Celebrates Their Five-Year Anniversary
This November, GUIDEcx® celebrates its five-year anniversary as the category creator and leader in customer onboarding. With over 250,000 successful onboarding projects completed since 2017, GUIDEcx knows how to leverage its knowledge and experience to deliver a...
Is it Time to Redesign Your Client Onboarding Process? How to Know
You never get a second chance to make a first impression. The customer onboarding process is the first impression that starts the path toward success or failure. Successful client onboarding will drive customer retention rates, shorten the time it takes the customer...
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