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GUIDEcx Helps Onboard Your SaaS Clients Faster and Keep Them Longer

You only get one chance to make a first impression, and that chance usually comes during the new-client implementation and onboarding process. A smooth and transparent onboarding process will help you always put your best foot forward. A slow, disjointed onboarding experience will create a bad first impression that can be difficult—if not impossible—to overcome.

GUIDEcx is a SaaS implementation and onboarding platform that makes it easy to manage and track projects, shorten timelines, and deliver results faster so you can get new-client onboarding right the first time.

With GUIDEcx, SaaS project managers can make the best first impression by inviting, guiding, and engaging comprehensive teams throughout the client implementation process.

“The efficiency that we see from the GUIDEcx software is incredible, we get so much value out of all of the reporting, tools, cadence of communications, automations, and integrations. We wouldn’t be able to do what we do without this software.”

– Austin Allen Partner Implementation Supervisor MaidCentral

Benefits of a Customer Onboarding Software

Improve Customer Experience
Deliver Projects Faster & Better
Scale w/o adding Headcount
See Everything at a Glance
Create Transparent Implementation
Decrease Churn & gain Loyalty

Popular Features for SaaS Projects

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Project Access

Users can access their GUIDEcx projects however and wherever they prefer—through the web portal, email, or mobile app—with no login required.

Project and
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Project and
Task Automation

Work faster by automating communication and other manual, repetitive actions like project updates, tasks, and reminders.

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Absolute Client


Reduce anxiety and increase project participation with full transparency into project status, next steps, and go-live date.

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Group Task Tracking

Assign a single task to multiple people, including on your customers’ or vendors’ teams, and track when each person has completed their part for increased accountability.

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Unlimited Guest Invites

Reduce the time between the purchase date and project completion by adding all the right people to the project. You only pay for administrator and project manager licenses. Everyone else is free.

Powerful, Purposeful, Seamless Integrations

Connect 1,000+ applications to GUIDEcx so you can increase automation and keep projects simple.

What Our Customers Are Saying on G2

GUIDEcx reviews sourced by G2

300k+ Projects Successfully Completed on GUIDEcx

Join the ranks of companies providing stellar customer onboarding experiences.

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 industry-leading customer onboarding solution is supported by our unparalleled professional resources and unwavering commitment to excellence.