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Why Choose GuideCX Over a Project Management Software?

Project management tools weren’t built for client onboarding. It’s that simple. Here’s why. 

Features

GuideCX

GuideCX

Standard PM Tools

Standard PM Tools

No customer login required.

Your customers can access project information through the portal, email, or a mobile app.

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Global project trend/logistics analysis.

Optimize future projects by identifying project bottlenecks and accelerators.

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Restricted visibility settings.

Keep internal comments and tasks private without setting up a separate project board for clients. Hide tasks, show only task titles but no details, or grant full access.

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Automated emails sent from your domain.

Improve task-related email open rates and avoid confusion by keeping all communication from your company instead of the tool.

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White label customer portal.

Reinforce your brand and keep the focus on your project, not the tool.

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Next step email automation.

Eliminate manual tracking and reminders for the next step in the project. When a task is completed, GuideCX automatically emails the next task assignment.

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Add multiple templates into a single project.

Rather than building a new project plan for every possible configuration of your implementation, you can combine multiple project templates into a single project plan.

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Forecast project end date.

To accurately predict the end date of a project you need to do three things—establish dependencies, determine duration of tasks, and identify resources. GuideCX tracks all three and provides a forecasted project end date.

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Team scheduling.

Establish meeting dependencies to eliminate wasted time by ensuring that customers have completed necessary tasks before they schedule a meeting.

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Group task assignment tracking.

Instead of creating a task for each person who needs to complete the course, you can set up one task and assign it to everyone who needs to complete that step.

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GuideCX vs Standard Project Management Tools

GuideCX was built by implementation managers for implementation managers to make client-facing processes easier for everyone.

GuideCX Features

  • No customer login required. Your customers can access project information through the portal, email, or a mobile app.
  • Global project trend/logistics analysis. Optimize future projects by identifying project bottlenecks and accelerators.
  • Restricted visibility settings. Keep internal comments and tasks private without setting up a separate project board for clients. Hide tasks, show only task titles but no details, or grant full access.
  • Automated emails sent from your domain. Improve task-related email open rates and avoid confusion by keeping all communication from your company instead of the tool.
  • White label customer portal. Reinforce your brand and keep the focus on your project, not the tool.
  • Next step email automation. Eliminate manual tracking and reminders for the next step in the project. When a task is completed, GuideCX automatically emails the next task assignment.
  • Add multiple templates into a single project. Rather than building a new project plan for every possible configuration of your implementation, you can combine multiple project templates into a single project plan.
  • Forecast project end date. To accurately predict the end date of a project you need to do three things—establish dependencies, determine duration of tasks, and identify resources. GuideCX tracks all three and provides a forecasted project end date.
  • Team scheduling. Establish meeting dependencies to eliminate wasted time by ensuring that customers have completed necessary tasks before they schedule a meeting.
  • Group task assignment tracking. Instead of creating a task for each person who needs to complete the course, you can set up one task and assign it to everyone who needs to complete that step.

Standard Project Management Tool Features

  • No customer login required. Your customers can access project information through the portal, email, or a mobile app.
  • Global project trend/logistics analysis. Optimize future projects by identifying project bottlenecks and accelerators.
  • Restricted visibility settings. Keep internal comments and tasks private without setting up a separate project board for clients. Hide tasks, show only task titles but no details, or grant full access.
  • Automated emails sent from your domain. Improve task-related email open rates and avoid confusion by keeping all communication from your company instead of the tool.
  • White label customer portal. Reinforce your brand and keep the focus on your project, not the tool.
  • Next step email automation. Eliminate manual tracking and reminders for the next step in the project. When a task is completed, GuideCX automatically emails the next task assignment.
  • Add multiple templates into a single project. Rather than building a new project plan for every possible configuration of your implementation, you can combine multiple project templates into a single project plan.
  • Forecast project end date. To accurately predict the end date of a project you need to do three things—establish dependencies, determine duration of tasks, and identify resources. GuideCX tracks all three and provides a forecasted project end date.
  • Team scheduling. Establish meeting dependencies to eliminate wasted time by ensuring that customers have completed necessary tasks before they schedule a meeting.
  • Group task assignment tracking. Instead of creating a task for each person who needs to complete the course, you can set up one task and assign it to everyone who needs to complete that step.

Why Client Implementation and Onboarding Managers Love GuideCX

Switching to GuideCX from Your Project Management Tool is Easy.

No matter what tool you’re currently using, our Customer Experience Guides can help make the switch to GuideCX fast and painless. Want to know more? Just answer a few short questions and we’ll work with you on a migration plan.

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Connect All Your Go-To Tools

What’s better than GuideCX? GuideCX + your favorite tools. Take a look at our Integrations page to learn how you can connect the tools you love to GuideCX with native integrations, Zapier, or the GuideCX API.
Salesforce
hubspot
slack
jira
zapier
API