GUIDEcx Onboarding Products
How We Make Onboarding Faster, Easier, and Better.
Project management tools aren’t built for onboarding customers. GUIDEcx automates manual tasks so you can spend more time on the client. We do much more, but we’ll start with that.
In GUIDEcx, you’ve found a solution intentionally built for the team that runs implementation and onboarding projects with new customers. GUIDEcx enables your team to manage everything from one place while automatically keeping your customers updated, informed, and engaged—even if they never log in. With GUIDEcx, you can scale your current process without adding additional staff.
Is GUIDEcx Right for You? Do you…
Get What It Takes to Deliver Value to Clients Faster
Client Interaction, Engagement, and Visibility
Keep your team and your clients on the same page by inviting everyone with a stake in the project to the platform—no additional cost for guests. You only pay for admin or project management licenses.-
Branding
White-labeled individual projects and automated emails sent from your domain create a seamless, unified experience for customers. Even automated GUIDEcx emails can come from your email domain directly. -
Service and Training
A designated customer success manager, free training sessions, live chat, and phone support are all available to help you get the most out of GUIDEcx.
Powerful, Purposeful, Seamless Integrations
Connect 1,000+ applications to GUIDEcx so you can increase automation and keep projects simple.
How It Works
We believe that when people know what to expect, they feel better. That goes for your customers, and it goes for you, too. Set your mind at ease with a detailed walkthrough of key GUIDEcx capabilities. We’ll show you how GUIDEcx works—and how it can work for you.
What Our Customers Are Saying on 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 industry-leading customer onboarding solution is supported by our unparalleled professional resources and unwavering commitment to excellence.