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.
Client Interaction, Engagement, and Visibility
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).
Clients can access their project however they prefer—through the web portal, email, or mobile app—no login required.
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.
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.
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.
Forecasted End Date
When tasks are delayed—or completed early—GUIDEcx automatically updates the project’s forecasted end date.
Track internal analytics on what speeds up or delays projects to improve implementation processes.
Toggle between list view and timeline view to choose how you want to see start and finish dates for all your projects.
Surface bottlenecks and keep projects moving. Automate repeatable steps and use templates to replicate success.
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.
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.
Dealing with sensitive information? Protected attachments require GUIDEcx authentication for access.
Upload your own logo and colors to the GUIDEcx portal for a world-class, consistent customer experience.
Does your company have different logos for different services? No problem. Use specific logos or client logos for each project.
Training and Services
We care about your success! A free training session will answer your most pressing questions and cover next steps.
Hit a snag and need help right away? Use the live chat to get real-time help from GUIDEcx onboarding experts.
You provide personalized service, and so do we. Contact your customer success manager with questions at any time.
Bringing new hires on in the middle of the onboarding process? No sweat. We can get new hires up to speed.
Need to talk? GUIDEcx onboarding experts are available to answer questions over the phone during business hours (US timezones).
GUIDEcx can help you increase capacity and replicate success. Identify opportunities for growth with business reviews.
Ready to improve your onboarding and implementation workflows?
Start a free trial today—no credit card required.
reduction in implementation time
increase in project manager capacity
on-time delivery rate when 5+ users are invited