FEATURES

Want Powerful Features to Drive Client Engagement?

We’ve crafted advanced features to set you up for success.

Take back your nights and weekends and let us carry some of the weight for you. Create a more engaging, yet faster onboarding experience for you and your customers. Here’s how we can help.

Demo Our Features

New Features

Customer Dashboard

Better manage your customers with a high-level overview of their active projects, and gain insight into customer health via consolidated CSAT scores and aggregated task or project statuses.

CSAT

Get valuable insights into how customers feel during and after their onboarding experience, enabling decisions to modify processes to deliver more customer service and value.

Integrations Marketplace

Your one-stop-shop for all available integrations, saving you valuable time. In addition to showing the available integrations, the marketplace will also show connections already made so providers can self-manage.

Status Change Reasons

Gives you the ability to track why a project is on hold, delayed or canceled so you can identify areas that require additional attention, mitigate risks for project delays and keep key stakeholders informed throughout the process.

Client Interaction, Engagement, and Visibility

Project and Task Management

Branding

Training and Services

Client Interaction, Engagement, and Visibility

Unlimited
Contributors and Guests

Bring everyone you need to the table to deliver projects faster and better. Pay only for the admin and product manager licenses—everyone else is free (four license minimum).

No Customer
Login Required

Clients can access their project however they prefer—through the web portal, email, or mobile app—no login required.

Mobile
App

Access your project details and communicate with clients anytime and from anywhere. See all communication with new clients in one place.

Restricted Visibility Settings
for External Teams

Keep clients focused on their tasks by restricting access to your internal process tasks. You can give clients read-only access to your tasks, share only the task name, or hide the task.

Private Internal
Communication

Show clients the progress you are making on their project but keep behind-the-scenes exchanges and internal comments out of sight.

Project and Task Management

The Compass Experience

The Compass Experience removes the noise of traditional project management tools, making it easier for users to engage in and complete assigned onboarding tasks.

GUIDEcx Navigator Reporting Engine

Get the most advanced enterprise-level reporting on everything from onboarding revenue to project managers and to onboarding projects. Easily share and set up scheduled report deliveries.

Automated
Dependency Logic

Create dependencies between tasks and milestones so assignments go out at the right time—automatically.

Manage Multiple Project Plans
as a Single Project

Improve efficiency by adding multiple templates to your project and managing them in a single project view.

Real-Time
Forecasted End Date

When tasks are delayed—or completed early—GUIDEcx automatically updates the project’s forecasted end date.

Group Task
Tracking

Assign a single task to multiple people. Track when every person has completed their part.

Global Project
Trend/Reporting Suite

Track internal analytics on what speeds up or delays projects to improve implementation processes.

Timeline
View

Toggle between list view and timeline view to choose how you want to see start and finish dates for all your projects.

Gantt
Chart

Use this view to see detailed timelines with task dependencies and milestones.

Workflow
Management

Surface bottlenecks and keep projects moving. Automate repeatable steps and use templates to replicate success.

Resource
Management

See whose time is over- or under-allocated. Be more accurate when forecasting timelines and project completion dates by understanding—down to the task level—who is available each day.

Time
Tracking

Get insights into what implementations cost you. Analyze which tasks and milestones take the most time and use that data to optimize and create better client estimates.

Project
Storage

Create a central repository for all your project-related documents by uploading all your relevant content. This is useful for centralizing training materials or project-specific information.