Why Choose GUIDEcx Over a Project Management Software?

Project management tools weren’t built for client onboarding. It’s that simple. Here’s why.

Features	GUIDEcx	Standard PM Tools
Group task assignment tracking Instead of creating a task for each person who needs to complete the course, you can assign one task to everyone who needs to complete that step.	X	_____
Global project trend/logistics analysis Optimize future projects by identifying project bottlenecks and accelerators.	X	_____
Restricted visibility settings Keep internal comments and tasks private without setting up a separate project board for clients. Hide tasks, show only task titles but no details, or grant full access.	X	_____
Automated emails sent from your domain Improve task-related email open rates and avoid confusion by keeping all communication from your company instead of the tool.	X	_____
White label customer portal Reinforce your brand and keep the focus on your project, not the tool.	X	_____
Next step email automation Eliminate manual tracking and reminders for the next step in the project. When a task is completed, GUIDEcx automatically emails the next task assignment.	X	_____
Add multiple templates into a single project Rather than building a new project plan for every possible configuration of your implementation, you can combine multiple project templates into a single project plan.	X	_____
Forecast project end date To accurately predict the end date of a project, you need to do three things—establish dependencies, determine the duration of tasks, and identify resources. GUIDEcx tracks all three and provides a forecasted project end date.	X	_____

Switching to GUIDEcx from Your Project Management Tool is Easy

No matter what tool you’re currently using, our Customer Experience Guides can help make the switch to GUIDEcx fast and painless. Want to know more? Just answer a few short questions and we’ll work with you on a migration plan.

10 Reasons to Stop Using Project Management Software
to Run Client Implementations

Learn more about the difference between project management software and client implementation and onboarding software.