Onboard Clients Faster
GuideCX® is a client implementation and onboarding project platform that empowers you to invite, guide, and engage internal and customer teams in a transparent process that delivers value faster.
Deliver Value Faster with GuideCX Client Onboarding Software
You only get one chance to make a first impression. A smooth, transparent client implementation and onboarding process is key to putting your best foot forward.
Automate Project Updates, Tasks, and Reminders
The Leader in Client Onboarding Just Revved Its Reporting Engine
Introducing the GuideCX Navigator Reporting Engine.
Get visibility into your onboarding process and outcomes with the industries only enterprise-level reporting engine. The GuideCX Navigator gives you the ability to forecast, optimize, and automate your implementation and onboarding.
GuideCX at a Glance
Client Implementation and 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 skyrocketed.
— Chad Estes —
The killer feature of GuideCX is the transparency and collaboration it gives you with your new customers during onboarding. I’ve used a number of tools throughout my career, and nothing compares.
— Tayler Ursu —
GuideCX is the solution we have been looking for! I love the intuitive interface, the ease of implementation, and the automation that has helped to dramatically increase our efficiency. I love that our customers now have additional transparency into our processes and know exactly what they need to do and when to help keep the project on track.
— Cody F. —
Rated #1 Client Onboarding Software on G2
Invite, guide, and engage internal and customer teams throughout the implementation process.
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.
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.
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