Keep new customers engaged, aligned, and moving forward.
Streamline communication and keep stakeholders actively engaged from purchase to delivery (and beyond).
CASE STUDY
45%
increase in client engagement
AUTOMATED EMAILS
Send actionable emails from your domain
Stop chasing customers. Curated emails guide stakeholders through onboarding, prompt action when work can begin, and share real-time progress. Teams can complete tasks, send messages, and view project details directly from email.
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MESSAGES
Centralize communication for increased engagement
Keep communication in-app where work is happening. Stay on top of every message with organized channels and threaded replies. Search, filter, and respond in context to ensure no questions or critical updates are missed.
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PERSONA-BASED VIEWS
Tailor the onboarding journey to your audience
Level of access can determine level of engagement. Match the project view to your customer’s role – simplified portal access for daily users, and full plan view for managers or executives who need more oversight. Adjust task and message visibility to give clients the visibility they need, while keeping internal discussions hidden.
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SCHEDULED UPDATES
Fuel project momentum
Set trigger-based notifications for reports so stakeholders and leaders can manage by exception. Keep everyone informed with weekly overview emails and add PM notes to highlight wins or next steps.
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SMS
Reach customers on-the-go
With SMS notifications, customers see project updates, task reminders, and project details all from their phone.
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INTEGRATIONS
Integrate with tools your team uses
Connect existing tools and systems with GUIDEcx to pipe data efficiently.
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