features

FEATURES

Working with Clients Should Be Easier. With GuideCX, It Is.

Great client onboarding doesn’t just happen. It’s intentional. The GuideCX® implementation and onboarding platform delivers a well-considered feature set that helps reduce time to value and increase your capacity to take on projects, all while keeping your clients engaged and happy.

features

%

Reduction in
Implementation Time

Increase in
Project Manager Capacity

Projects Run
on GuideCX

interaction

Client Interaction, Engagement, and Visibility

project automation

Project and Task Management

branding

Branding

support

Training and Services

Ready to improve your onboarding and implementation workflows?
Start a free trial today—no credit card required.

Client Interaction, Engagement, and Visibility

contributors and guests

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 login

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

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

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

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

dependency

Automated
Dependency Logic

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

single project

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.

end date

Real-Time
Forecasted End Date

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

group tracking

Group Task
Tracking

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

global reporting suite

Global Project
Trend/Reporting Suite

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

timeline

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

Gantt
Chart

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

workflow

Workflow
Management

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

resource

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

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

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.

Protected Attachments

Protected
Attachments

Dealing with sensitive information? Protected attachments require GuideCX authentication for access.

sign on

SAML-Supported
Single Sign On

Manage all access across multiple users and multiple enterprise applications. Improve security and make life easier.

Branding

Project Portal

White-Label
Project Portal

Upload your own logo and colors to the GuideCX portal for a world-class, consistent customer experience.

white label

White-Label
Individual Projects

Does your company have different logos for different services? No problem. Use specific logos or client logos for each project.

automated outbound emails

Automated Emails
Sent from Your Domain

Your customers want to hear from you, not us. GuideCX handles the automation, but emails come from you.

Training and Services

onboarding

Free Onboarding
Training Sessions

We care about your success! A free training session will answer your most pressing questions and cover next steps.

chat

Live Chat
Support

Hit a snag and need help right away? Use the live chat to get real-time help from GuideCX onboarding experts.

manager

Designated Customer
Success Manager

You provide personalized service, and so do we. Contact your customer success manager with questions at any time.

guest

New-Hire
Training Sessions

Bringing new hires on in the middle of the onboarding process? No sweat. We can get new hires up to speed.

phone

Phone
Support

Need to talk? GuideCX onboarding experts are available to answer questions over the phone during business hours (US timezones).

reviews

Business
Reviews

GuideCX can help you increase capacity and replicate success. Identify opportunities for growth with business reviews.

New Features

time tracking

Advanced Time
Tracking (Coming 2021)

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.

resoruce mgmt

Advanced Resource
Management (Coming 2021)

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.

Questions?

request a demo

Request a Demo

trial

Request a Free Trial

chat

Chat with an Expert