Deliver Value Faster with an Onboarding Software
You only get one chance to make a first impression. A smooth and transparent client onboarding and software implementation process is key to putting your best foot forward.
Reduce anxiety, increase participation
Complete control over visibility settings
No login required for participants
Increase team accountability
Automate project updates, tasks, and reminders
Client onboarding software that keeps your customers at the center of every project.
What Our Customers
Are Saying
Invite, guide, and engage internal and customer teams throughout an SaaS implementation.
Internal Teams
External Customers
Resources
G2 Badges Winter 2021
DRAPER, UTAH (PRWEB) FEBRUARY 17, 2021 GuideCX®, a purpose-built client onboarding and project management platform, today announced it has received three major G2 Winter 2021 badges: (1) High Performer in Mid-Market, (2) High Performer in Workflow Management and Task...
How to Perfect the Sales-to-Client Onboarding Handoff
A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...
Avoid These 5 Things When Choosing Client Onboarding Software
In our consumer lives, we expect to know exactly what is happening and when. Just ordered a pizza? You can track it from the restaurant to your doorstep. Going on a trip? Your airline will notify you when it’s time to check in for your flight. You’ll get real-time...