FREE TRIAL

Ready to Take GuideCX­ for a Test Drive?

Evaluating software is challenging, with a lot riding on the outcome. A short kickoff call will help you get the most out of your GuideCX® trial. Simply select a time that works for you on the calendar and we’ll send you a meeting invite right away.

On the call you’ll get:

  • Personalized tour of the platform
  • Confirmation GuideCX is the right fit for you
  • Next steps for 14-Day Trial access

Book your kickoff meeting and let’s get started.

Start 14 Day Free Trial.

Get in-depth onboarding
strategy and advice.
free trial

Schedule a demo and talk to a Customer Experience Guide about your implementation and onboarding needs as well as your current process. Your Guide will give you a custom demo and help you determine if GuideCX is a good fit.

Or take a virtual tour by watching the GuideCX overview videos.

With GuideCX®, implementation and client onboarding deliver projects faster, experience fewer issues, and speed up time to value for your customers.

 

GuideCX allows you to

unlock
Unlock the benefits

of a customer-facing
client onboarding solution.

connect
CONNECT INTERNAL
TEAMS WITH CUSTOMERS

using a streamlined,
purpose-built platform.

execute
EXECUTE IMPLEMENTATION
AND ONBOARDING

with a focus on clients using automated tasks, updates, and more.

How Does GuideCX Work?

Why Use GuideCX?

invite
Invite

Your internal teams can invite external customers and third-party vendors to your project—no need to log in. Map out your process with custom templates and tasks.

invite
guide
Guide

Guide your customers’ next steps with automated processes for tasks, reminders, and updates to keep everyone on the same page.

guide
engage
Engage

White-labeled project status reports and updates automatically keep customers in the loop. Team members can complete tasks right from their email inbox.

engage

Schedule a 30-minute call.

See the results for yourself.

See what GuideCX is all about.

Seamless Integrations

Salesforce
hubspot
slack
jira
zapier
API

Create projects, epics, and workflows with the tools you already use.

Want to connect something else? Use our Open API to leverage any data from outside systems.

Questions?

request a demo

Request a Demo

trial

Request a Free Trial

chat

Chat with an Expert