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.

txt smarter

GUIDEcx is the #1 Rated Client Onboarding Software

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.

Project Management Best Relationship
Client Onboarding Leader
Project Management Momentum Leader
Identify Project Trends

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.

Webinar: How to Ensure a Successful Customer Onboarding Experience

Customer retention is won and lost during the first 30 days of the onboarding experience. If you treat the customer onboarding experience as an afterthought, your contract with the client will become just that – and who wants to leave money on the table! 

Harris Clarke, COO with GUIDEcx, and Cody Irwin, VP of Product with GUIDEcx, share tips on how to provide a successful customer onboarding experience that will help drive efficiency and accelerate time to value. 

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.

Task Management Cards
Project Plan

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.

txt smarter

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

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. —

Lakebridge Realty

The whole GUIDEcx team is quick to respond. They are quick and eager to help, and the support they offer is great.

— Dominic Ireland —

G&A Partners

GUIDEcx has allowed us to do the heavy lifting and take care of the difficult projects. Without GUIDEcx, we wouldn’t have been able to get it all done. 

— Emilee Krupa —


Deliver Value Faster with GUIDEcx Client Onboarding Software

group icon
Reduce Anxiety, Increase Participation
eye with slash
Complete Control over Visibility Settings
lock and man icon
No Login Required for Participants
check box icon
Complete Tasks via Portal, Email, or Mobile App
team group icon
Increase Team Accountability
email icon
Automate Project Updates, Tasks, and Reminders

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.


GUIDEcx Celebrates Hispanic Heritage Month

  The GUIDEcx team is comprised of over 100 extremely talented individuals from a wide variety of backgrounds and experiences. The unique perspective from each employee helps to drive creativity and foster an environment that puts an emphasis on teamwork in the...

GUIDEcx Nabs Best Relationship Honors in G2 Fall 2022 Awards

GUIDEcx, the leader in client onboarding and project management software, was named the winner of Best Relationship product in the Relationship Index category in the Fall 2022 G2 Awards. This honor includes a total of 23 awards in various categories, including the...

Start Using a Client Onboarding Software Today!

request a demo

Request a Demo

request a demo

Request a Free Trial

request a demo

Chat with an Expert