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.

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.

See How GUIDEcx Works

Is GUIDEcx Right for You? Do you…

Struggle to onboard clients or complete implementations with consistency and on time.
Have pressure to increase the number of projects your project manager or implementation managers can handle
Spend a good part of your week following up and reminding clients to complete tasks, provide information, or send status updates.
Struggle to hold your customers accountable for the work they need to do during implementation.
Spend hours providing manual updates and in meetings answering status update questions about when your new customers will be fully onboarded.

Book A Demo With A GUIDE Today

Get What It Takes to Deliver Value to Clients Faster

We’ve crafted advanced features to set you up for success.

Take back your nights and weekends, and let us carry some weight for you. Create a more engaging yet faster onboarding experience for you and your customers. Here’s how we can help.

Learn More About Our Product Features

Time Tracking & Resource Management

Tackle inefficiencies to increase productivity.

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Process Automation

Scale onboarding and increase the bandwidth through intelligent automation.

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Project & Task Management

Streamline workflows to reduce time to value in your customer onboarding.

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ADVANCED REPORTING

Empower your onboarding teams through data.

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Communication Tools

Ensure accountability through streamlined communication outreach and collaboration.

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CUSTOMER ENGAGEMENT PORTAL

Increase external engagement through a simplified experience.

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Powerful, Purposeful, Seamless Integrations

GUIDEcx offers robust integrations with over 1,000 applications, allowing you to increase automation and simplify project management. Seamlessly connect your existing tools and systems to GUIDEcx, enabling efficient data exchange and reducing customer manual efforts.