Client Onboarding Software That Upgrades Your First Impressions
Give your customers a first impression they’ll never forget by providing a shared workspace environment branded to your company and powered by the #1 client onboarding software.
GUIDEcx is the #1 Rated Client Onboarding Software
Our customers love us for our customer service and how we enable our users to engage their customers. See how we specialize in customer onboarding, task management, and project management.
New Customer Dashboard Headlines our October Release
The industry-leading Customer Dashboard sets your customers up for success. Other new features include the Integrations Marketplace, Status Change Reasons and CSAT. These features reflect our deep commitment to understanding and addressing the needs of our customers so they can provide a best-in-class onboarding experience. Read our blog for a full overview of the new features.
Your Guide to the October 2022 Release
Join us on Wednesday, Nov. 9 at 3pm ET as our CTO and product managers will Guide you on a deeper look at the key Q4 product features including Customer Dashboard, Status Change Reasons, Integrations Marketplace and CSAT. There will be a Q&A session at the end so our team can answer any specific questions you may have.
Why a Client Onboarding Software?
You only get one chance to make a first impression to your customers. A smooth, transparent SaaS onboarding process is key to putting your best foot forward.
Engage Your Customers in a Transparent Client Onboarding Process
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.
Manage Internal and Customer Onboarding Tasks
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.
Drive Client Onboarding Revenue
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.
See how our customers saved time by 49%Â with a new client onboarding software
%
reduction in implementation time
projects run
on GUIDEcx
increase in project manager capacity
%
less meetings
%
on-time delivery rate when 5+ users are invited
Countless hours saved
What Our Customers Are Saying
Deliver Value Faster with GUIDEcx Client Onboarding Software
Invite, guide, and engage internal and customer teams throughout the customer onboarding process.
Internal Teams
Teams know what needs to be done, who is accountable, and who needs help. We increase team efficiency and bandwidth, which leads to greater output and satisfaction.
External Customers
Your customers know what to expect, when to expect it, and with whom to communicate. We increase customer insight and accountability, which leads to greater satisfaction.
GUIDEcx at a Glance
A SaaS onboarding software that keeps your customers at the center of every project.
Resources
Introducing Recipe Builder: Fully Customizable App Integrations
GUIDEcx, the category creator and world leader in customer onboarding, just upped their game with the introduction of Recipe Builder. Recipe Builder is an integration platform as a service (iPaaS) environment, native within GUIDEcx, that allows you to build custom...
What the Best Onboarding Experiences Have in Common
Providing seamless customer onboarding and great customer service will make the greatest impact on your organization’s efficiency and success. However, it can feel challenging to ensure you’re offering an amazing experience for all of your customers. Over 90 percent...
9 Ways Customer Onboarding Solutions Help You Do More With Less
In today’s fast-paced business world, time is a valuable commodity. Streamlining workflows and eliminating repetitive tasks can free up resources to focus on growing your business. That’s where customer onboarding software comes in. By digitizing the onboarding...
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