Client Onboarding Software That Upgrades Your First Impressions
Give your customers a first impression they’ll never forget by providing a shared workspace environment branded to your company and powered by the #1 client onboarding software.
GUIDEcx is the #1 Rated Client Onboarding Software
On G2, our customers love us for our customer service and how we enable our users to engage their customers. See how we specialize in customer onboarding, task management, and project management.
Introducing the GUIDEcx Navigator Reporting Engine
The Leading Client Onboarding Software Just Revved Its Reporting Engine.
Get visibility when you’re onboarding new customers with the industry’s only enterprise-level reporting engine. The GUIDEcx Navigator gives you the ability to forecast, optimize, and automate your client onboarding.
Meet Us at Gainsight Pulse 2022!
GUIDEcx is proud to be a Titanium Sponsor of Gainsight Pulse 2022 on Aug. 17 & 18 at the Moscone Center in San Francisco.
Come meet our executive team at our booth (T1 at the main entrance) to learn how GUIDEcx can help improve your onboarding efficiency and accelerate time to value. And don’t forget to watch our founder and CEO, Peter Ord’s presentation on “Trust – The 3 Secrets to Unlocking Revenue Through Customer Trust,” on Wednesday, Aug. 17 from 1:30pm-2:15pm.
Why a Client Onboarding Software?
You only get one chance to make a first impression to your customers. A smooth, transparent SaaS onboarding process is key to putting your best foot forward.
Engage Your Customers in a Transparent Client Onboarding Process
With our customer-facing onboarding portal, customers, clients, and third parties have a space to coexist and communicate.
Build trust and awareness by white-labeling GUIDEcx to fit your company’s brand. You’ll get all the professional credit.
Manage Internal and Customer Onboarding Tasks
Customers don’t need to know all of the behind-the-scenes work. If there are internal processes that you want to keep private, you can manage customer visibility settings.
Assign tasks to customers, internal team members, and third parties to make sure the right people get the right tasks done at the right time.
Drive Client Onboarding Revenue
With GUIDEcx’s Intelligent Forecasting Algorithm, you can predict revenue on hold, see what client onboarding projects can be brought forward for end-of-month or quarter deadlines, and more.
See how our customers saved time by 49% with a new client onboarding software
%
reduction in implementation time
projects run
on GUIDEcx
increase in project manager capacity
%
less meetings
%
on-time delivery rate when 5+ users are invited
Countless hours saved
What Our Customers Are Saying
Deliver Value Faster with GUIDEcx Client Onboarding Software
Invite, guide, and engage internal and customer teams throughout the customer onboarding process.
Internal Teams
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.
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.
GUIDEcx at a Glance
A SaaS onboarding software that keeps your customers at the center of every project.
Resources
Basile Joins GUIDEcx as Chief Marketing Officer
As we continue our growth as the nation’s leader in client onboarding platforms, GUIDEcx® is expanding our executive team. We are pleased to announce Peter Basile as our very first Chief Marketing Officer. The role will see Basile managing the global brand both on the...
5 Ways GUIDEcx Can Improve Efficiency with Customer Onboarding
In the face of fluctuations in the stock markets, increasing interest rates, and economic contraction, uncertainty abounds. It’s never been more important to do more with less. This economic atmosphere presents unique challenges when it comes to deciding how to run a...
The Hidden Costs of a Poor Customer Onboarding Process
Did you know that churn starts within the first 30 days of someone purchasing a product? According to data from Statista, in 2020, mobile apps lost an average of 89 percent of their daily active users within the first seven days after install and an average of 95...
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