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.
GuideCX is the #1 Rated Client Onboarding Software
On G2, 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.
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.
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.
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.
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
Deliver Value Faster with GuideCX Client Onboarding Software
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.
Resources
The Importance of a Customer Success Plan
Did you know that simply increasing customer retention rates by 5 percent increases profits by 25 to 95 percent for an organization? The high-ROI act of engaging and retaining a client begins with the client onboarding process. However, well-executed customer...
Customer Success vs. Customer Service: What’s the Difference?
You probably interact with a customer service representative on an almost daily basis. Picking up a coffee on your way to work, shopping at the grocery store, or calling your internet provider when the internet is down are all examples of you receiving service as a...
GuideCX Appoints Cody Irwin as Vice President of Product
As we continue our growth as the nation’s premier client onboarding platform, GuideCX® is expanding our team. To help us continue to propel our vision forward, we have appointed Cody Irwin as vice president of product. The role will see Irwin concentrating on the ever-expanding vision and strategy of GuideCX while ensuring a seamless transition to market and, above all else, a second-to-none customer experience.
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