Customer Success Starts with Customer Onboarding
GUIDEcx solves the #1 cause of churn: a bad implementation.
Engage Customers with Email
Collaborate with customers in email, SMS, and login-less portals.
Manage Projects with Templates
Forecast project completion and scale your team’s capacity.
Accelerate Onboarding with AI
Reduce TTV with custom analytics and optimize your PSA resources.
Trusted for 500,000 Projects and Counting
Deliver Value Sooner with GUIDEcx
Customer Onboarding Software
49%
Reduction in Onboarding Time
4X
Increase in Project Manager Capacity
86%
Fewer Onboarding Meetings
90%
On-time Delivery Rate when 5+ Users are Invited
Deliver lasting success with intuitive engagement
Help your teams and customers work better together with a frictionless experience focused on achieving your mutual onboarding goals. Solid onboarding creates a foundation for long-term retention and growth.
Optimize your onboarding investment
Make the most of your most valuable resources – your team. Provide them with the tools, insights, and automation that allow them to deliver a stellar experience efficiently.
Build trust for on-time completion
Give customers and stakeholders visibility into onboarding progress. Role-based views keep teams accountable and projects on track.
Powerful, Purposeful, Seamless Integrations
GUIDEcx offers robust integrations with over 1,000 applications, allowing you to increase automation and simplify project management. Seamlessly connect your existing tools and systems to GUIDEcx, enabling efficient data exchange and reducing customer manual efforts.
GUIDEcx is Leading the Client Onboarding Software Category
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, workflow management, and project management.
“A game changer!”
GUIDEcx has helped us streamline our process by clearly defining roles, tasks, and status updates — it’s been a game changer for our team.
– Kacie Jester
Sr. Director of CS,
School Pathways
“It’s going to benefit you.”
Investing in a tool like GUIDEcx will help you develop the kind of visibility that you’re looking for, not only for your internal teams, but also for your customers.
– Mayank Sharma
Head of CS,
Datapel Systems
“GUIDEcx is a key partner!”
GUIDEcx revolutionized both our onboarding process and our users’ experience at LoanPro. We cut delivery time from six months to just 25 days.
– Martin Evans
VP of CX Operations,
LoanPro
GUIDEcx Content and News
Ultimate Guide To Customer Onboarding
Are you ready to create a comprehensive, efficient onboarding process that saves time, reduces time-to-value, and improves customer experience? We’ve created this guide to help you!
5 Scary Customer Onboarding Mistakes You Can’t Afford to Make
Time is money and if you’re making one of these five onboarding mistakes you’re wasting money. Read our blog to see if you’re making any of these mistakes.
Customer Onboarding Checklist & Template Kit
Take the guesswork out of the customer onboarding process with the guidance of our Customer Onboarding Checklist & Template Kit.
Talk with a Guide Today
Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.
