Onboard clients faster?
Yes, Please.

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.

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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 log-in required for participants

Complete tasks via portal, email or mobile app

Increase team accountability

Automate project updates, tasks and reminders

See How It Works See How It Works

GuideCX at a Glance

Client onboarding software that keeps your customers at the center of every project.

What Our Customers Are Saying

Testimonials

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.

Emily Maldano

Dealer-FX

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.

Tayler Ursu

SMedia

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.

Chad Estes

SaaSOptics

GuideCX has helped us streamline the onboarding experience for our customers by simplifying and automating both task-level and project status communication.

Will Lehmitz

XANT
See More From Our Customers See More From Our Customers

Invite, Guide and Engage Internal and Customer Teams Throughout a SaaS Implementation

Teams know what needs to be done, who is accountable, and who needs help.
Your customers know what to expect, when to expect it, and with whom to communicate.
We increase team efficiency and bandwidth, which leads to greater output and satisfaction.
We increase customer insight and accountability which leads to greater satisfaction.
Internal Teams
Teams know what needs to be done, who is accountable, and who needs help.
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.
Internal Teams
We increase team efficiency and bandwidth, which leads to greater output and satisfaction.

Start today.