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…

  • 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

Get What It Takes to Deliver Value to Clients Faster

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

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