Meet the Industry Leader in Customer Onboarding

GUIDEcx is the industry leader in Customer Onboarding. Our intuitive platform facilitates a seamless and efficient transition between your sales and implementation staff. We keep your clients at the center of every project by providing complete visibility into the work. 

With over 300,000 successful projects completed on the GUIDEcx platform, we know how to guide you and your team to better onboarding experience. Our purpose-built platform and world-class support and training help set you up for success.

GUIDEcx is excited to be a sponsor for HubSpot’s INBOUND 2023 in Boston, Massachusetts, on Sept. 5-8. Make sure you stop by our booth and chat with our team to learn more about how GUIDEcx can improve your onboarding experience.

INBOUND is one of many stops along the GUIDEcx Roadshow Tour this year. The Roadshow Tour spans from coast-to-coast and includes over 20 events (in-person and virtual). Visit our events page to see the full list of tour stops. 

GUIDEcx Co-Founder Todd White to Speak at INBOUND

Todd White, Co-Founder & VP of Sales

Todd White will take the stage at INBOUND on Wednesday, Sept. 6, at 3:30 PM for a presentation on delivering Amazon-level service in the B2B world.

Co-founder and VP of Sales of GUIDEcx, Todd White has worked to revolutionize the client onboarding and implementation process by creating the most advanced tools for delivering value faster for SaaS clients. GUIDEcx is the top choice for SaaS project managers and client success teams to invite, guide and engage their customers. Todd is driven to help companies create an unforgettable customer-centric onboarding experience that makes the right impression.

Experience the GUIDEcx Advantage

We know your teams are busy, and you need to better manage resources if you want to deliver on your promise to customers.

Missed deadlines and drawn-out timelines are not only extremely costly, but they also severely damage your customer retention rates and hard-won reputation. With GUIDEcx, you and your team can do more with less.

GUIDEcx Empowers Our Customers To Realize:


Reduction in Onboarding Time


Increase in Project Manager Capacity


Fewer Onboarding Meetings


On-time Delivery Rate when 5+ Users are Invited

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Benefits of GUIDEcx and Customer Onboarding Software

  • Unlimited InvitesPriced for collaboration – You only pay for administrator and project manager licenses. Everyone else, both internal and external contributors, is free. NO HIDDEN FEES.
  • Easy Project AccessUsers can access their GUIDEcx projects however and wherever they prefer – through a web portal, email, or mobile app – no login required!
  • Project and Task AutomationWork faster by automating communication and other manual repetitive actions like project updates, tasks, and reminders.
  • Absolute Client Visibilityreduce anxiety and increase project participation with full transparency into project status, next steps, and go-live date.
  • Group Task TrackingAssign a single task to multiple  people, including your customers or vendor teams, and track when each person has completed their part for increased accountability
  • Onboarding Community – Users can access/join our community, the ONBOARDING NETWORK, to learn tips for our platform and general onboarding practices.  

What Our Customers Are Saying on G2

GUIDEcx reviews sourced by G2

Talk with a Guide Today

Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.

9/26 Webinar: How Customer Onboarding Improves Trust by Accelerating Time to Value with Forrester