GuideCX® is a client onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent process that delivers value faster.
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 log-in required for participants
Complete tasks via portal, email or mobile app
Increase team accountability
Automate project updates, tasks and reminders
Client onboarding software that keeps your customers at the center of every project.
Information is so accessible and they always know what’s going on. So that’s just the new standard… If companies don’t move forward to that new standard, we’re leaving the customer feeling a little bit empty.
The killer feature of GuideCX is the transparency and collaboration it gives you with your new customers during on-boarding. I’ve used a number of tools throughout my career, and nothing compares.
GuideCX allows us to take what our best implementation specialists are doing and duplicate that across our whole Customer Success team. The result; a more engaging, predictable, and streamlined customer experience. Net Promoter Scores have sky rocketed.
GuideCX has helped us streamline the onboarding experience for our customers by simplifying and automating both task-level and project status communication.