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.

Man at desk uses GuideCX software at a computer. Above him is an abstracted flow of the GuideCX process with notifications, phones, and a mobile app.

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.

red icon with three people connected in a circle

Reduce anxiety, increase participation

blue icon with an eye crossed out

Complete control over visibility settings

green icon with a person and an unlocked padlock

No log-in required for participants

yellow icon with two task items, the first which is checked off

Complete tasks via portal, email or mobile app

purple icon with three people and a trendline arrow above

Increase team accountability

Orange icon with an email notification surrounded by a circle of arrows

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

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

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.
Man at desk uses GuideCX software at a computer. Above him is an abstracted flow of the GuideCX process with notifications, phones, and a mobile app.

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.

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.

red icon with three people connected in a circle

Reduce anxiety, increase participation

blue icon with an eye crossed out

Complete control over visibility settings

green icon with a person and an unlocked padlock

No log-in required for participants

yellow icon with two task items, the first which is checked off

Complete tasks via portal, email or mobile app

purple icon with three people and a trendline arrow above

Increase team accountability

Orange icon with an email notification surrounded by a circle of arrows

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

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

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.