The #1 Rated

Client Onboarding Software

Based on 150+ G2 reviews, GuideCX is the top ranked Client Onboarding Software with 98% of users rating 4 or 5 stars, 99% quality of support score, 93% ease of use score, and the largest market presence amongst all onboarding vendors. 

G2 Grid Score Chart
momentum leader
high performer
most likely to recommend
best meets requirements
momentum leader
high performer
most likely to recommend
best meets requirements

What Our Customers Are Saying

Task Management Cards

Customer Onboarding

With our customer-facing onboarding portal, customers, clients, and third parties have a space to coexist and communicate.

Build trust and awareness by white-labeling GuideCX to fit your company’s brand. You’ll get all the professional credit.

Project Management

Customers don’t need to know all of the behind-the-scenes work. If there are internal processes that you want to keep private, you can manage customer visibility settings.

Assign tasks to customers, internal team members, and third parties to make sure the right people get the right tasks done at the right time.

Project Plan

Task Management

With GuideCX’s Intelligent Forecasting Algorithm, you can predict revenue on hold, see what client onboarding projects can be brought forward for end-of-month or quarter deadlines, and more.