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

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

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

Invite, guide, and engage internal and customer teams throughout an 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.
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Resources

G2 Badges Winter 2021

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

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

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...

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