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, transparent client onboarding and software implementation process is key to putting your best foot forward.

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Reduce anxiety, increase participation

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Complete control over visibility settings

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No login required for participants

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Complete tasks via portal, email, or mobile app
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Increase team accountability

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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

Our Recent G2 Awards

momentum leader
high performer
most likely to recommend
best meets requirements

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.

Resources

5 Best Practices for Superior Client Onboarding

5 Best Practices for Superior Client Onboarding

We talk a lot about how GuideCX® can help you improve the client implementation and onboarding experience through transparency, project visibility, and automated communication that keeps everyone in the loop.  But no matter how great we think GuideCX is (and we think...

How to Align Client Onboarding Expectations and Reality

How to Align Client Onboarding Expectations and Reality

When you buy something—from a sweater to a new TV—you have an expectation of what the product will be like. So, when your new blue sweater turns out to be purple instead, or when your new HD big screen has a grainy picture, you’re justified in feeling disappointed....

Your Client Onboarding Questions Answered

Your Client Onboarding Questions Answered

So you’re onboarding new clients and you’re looking at GuideCX to help you do it. You won’t be disappointed! GuideCX® is a purpose-built tool designed to make the client onboarding process faster and easier for you and your customers, but we understand that onboarding...

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