Client onboarding is beneficial not only for your customers but also for your entire organization and staff. Did you know companies that invest in customer experience initiatives see employee engagement increase by an average of 20 percent? Additionally, 63 percent of customers consider a company’s onboarding program before making the decision to purchase in the first place. It’s clear that providing a great customer onboarding experience is essential to driving success and making your clients happy.
Are you ready to take the next step in streamlining your onboarding process? We’re here to help you find the right solution for your organization. Like our comparison with Rocketlane, we are comparing GuideCX and Onboard based on G2 research. Keep reading to learn more about the ratings, features, integrations, and pricing of these two client onboarding software solutions.
G2 takes the reviews from verified users to update product ratings in real time. GuideCX has 113 reviews and Onboard has 18.
There are seven subcategories under the ratings section: Meets Requirements, Ease of Use, Ease of Setup, Ease of Admin, Quality of Support, Ease of Doing Business With, and Product Direction. Of these categories, Onboard has higher ratings in four of them. On the other hand, there is not enough data available to rate the platform in Ease of Admin, Ease of Setup, and Ease of Doing Business With.
Because Onboard has far fewer reviews than GuideCX, we cannot fully and accurately compare their ratings. However, it’s clear that GuideCX has a solid rating when it comes to every category.
However, Onboard has higher ratings than GuideCX in every category that there are sufficient reviews for, and it has a score of 10/10 in three of them. Overall, they have a slight advantage over GuideCX in ratings because of their high ratings. Remember, however, that the onboarding platform doesn’t have nearly as many reviews yet.
There are several important features provided by GuideCX that are not offered by Onboard. Only GuideCX has ratings in each of the feature categories: Onboarding Setup, Project Tracking, and Customer Engagement. Similarly, Onboard lacks the reviews for any of the subcategories.
Not only does GuideCX have reviews in all of these classifications, but it is also highly rated in each of them. The platform has particularly high ratings in its templates, checklists, tasks, and workflows features.
If you’re looking for an onboarding solution that offers easy onboarding setup, project tracking, and customer engagement, GuideCX may be just what you need to succeed. While Onboard may have similar features to GuideCX, there simply aren’t enough reviews to compare the value of these two platforms.
Let’s dive into GuideCX and customer engagement ratings. Each subcategory has a review average of 8.0 or above. When it comes to the portal, overall engagement, branding, visibility, and collaboration, GuideCX offers all of these features, helping you ensure that your end users can easily use the tools you have invested in.
Because Onboard lacks sufficient data for several features, these G2 reviews do not offer insight into each of the tools that can impact the experience of your users, preventing you from comparing the most important features your organization is looking for. On the other hand, you have full visibility into reviews of the features provided by GuideCX, and the platform has high ratings in all of them.
Both GuideCX and Onboard use Zapier to integrate into your favorite tools, allowing you to easily pass data between both locations. GuideCX has also built integrations with a few of the most popular applications: Salesforce, Slack, Jira, and Hubspot. Onboard uses an API to also help you connect your tools. This means you have access to thousands of applications with either of these onboarding platforms.
There are no ratings about integration for either platform, which means we can’t compare the ease of use for Zapier or API and other third-party applications.
Comparing the industries of these reviewers, both GuideCX and Onboard have a high percentage of users working in the computer software and information technology and services industries. On the other hand, there are several categories that each of them seems to have more experience in. For example, while GuideCX has a lot of customers from automotive, telecommunications, and hospital and healthcare, Onboard has many from research, higher education, and real estate.
While searching for an onboarding solution for your organization, you may want a platform that has experience in your industry. This could help you identify which features and tools you need in your field of expertise.
Pricing, Free Trials, and Demos
GuideCX offers a demo and a free 14-day trial. Moving forward, they offer three pricing packages that all include the first four licenses: professional, premium, and enterprise.
- Professional includes a customer-facing portal and whitelist options in addition to private internal communication.
- Premium, the most popular package, includes third-party integrations. It allows for basic time tracking and resource management.
- Enterprise includes advanced time tracking, resource management, unlimited contributors and guests, and custom options for use. Like the other two packages, all internal, external, and third-party contributors are included.
For pricing information, GuideCX encourages you to talk with their sales team.
Onboard similarly offers a free 14-day trial. After that, there are three price package options:
- Essential, priced at $149/month, includes one user and a cost of $39/user/month for each additional user. This includes features such as task organization, virtual training, customer and team management, automated due dates, and more.
- Scale, priced at $249/month, includes three users. Each additional user is $49/month. On top of the tools included in the essential package, Scale includes API access, custom branding, additional automation tools, and more.
- Enterprise includes 10 users, with each additional user priced at $59/month. Additionally, it offers more capabilities, such as custom reporting, designated CSM, task commenting, automation, and customer collaboration. For more information about exact pricing of the package, Onboard asks that you contact them.
Although each of these onboarding platforms has three options for price packages, Onboard charges for every additional user. GuideCX does not; they only charge you for licenses for your own project managers or administrators, allowing you to invite anyone and everyone to your project and contribute more effectively.
Overall, GuideCX and Onboard both offer great opportunities for streamlining your client onboarding process. However, while both platforms are categorized mainly as a client onboarding tool, GuideCX uniquely falls into categories such as project management, task management, product management, and workflow management. On the other hand, Onboard has no unique categories. With GuideCX, you don’t have to settle for just client onboarding; you can also benefit from excellent management capabilities.
Based on your organization’s needs, one of these platforms could be the perfect answer to your onboarding doubts. If you’re looking for excellent software to improve your customer experience, GuideCX is available to take your processes to the next level.
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