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 login required for participants

Complete tasks via portal, email, or mobile app

Increase team accountability

Automate project updates, tasks, and reminders

GuideCX at a Glance

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

What Our Customers
Are Saying

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

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

Our Recent G2 Awards

momentum leader
high performer
most likely to recommend
best meets requirements
TaxJar
Sandy
SaaS
Pulsara
MX
Smedia
LogMeIn
HappyCo
G&A
Slingshot
Alleva
verb
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Invite, guide, and engage internal and customer teams throughout a SaaS implementation.

Internal Teams

External Customers

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.
Get Started with a 14-day Free Trial

Resources

Want to Reduce Client Onboarding Time by 30%? Here’s How

Want to Reduce Client Onboarding Time by 30%? Here’s How

Think about the last time you put together a piece of furniture or a complicated toy for your kids. Was it a good experience or a bad one? Did you have to provide your own tools? Did it take more time than you expected or less? How many swear words did you say? (We...

How to Align Client Onboarding Expectations and Reality

How to Align Client Onboarding Expectations and Reality

When you buy something—from a sweater to a new TV—you have an expectation of what the product will be like. So, when your new blue sweater turns out to be purple instead, or when your new HD big screen has a grainy picture, you’re justified in feeling disappointed....

7 Client Onboarding Mistakes That Drive Customers Away

7 Client Onboarding Mistakes That Drive Customers Away

You know you have an excellent product—you wouldn’t be selling it if you didn’t. And you think you do a pretty good job delivering it to your customers, too. But somehow, they are never quite satisfied at the end of the onboarding or implementation process. What...

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