PRODUCT COMPARISON
GUIDEcx is Purpose-built for Customer Onboarding
Enhance your customers’ experience with a solution built for them.
See How GUIDEcx Stacks Up Against Other Tools
Project Management Tools
Project Management tools weren’t built for customer onboarding. When a successful implementation relies on external users, you need a solution built to engage them.
| GUIDEcx | Standard PM Tools | |
|---|---|---|
| Intelligently forecasted 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 so teams can adjust mid-flight. | X | _____ |
| Group task assignment tracking Instead of creating a task for each person who needs to complete a task, assign one task to many users, and keep everyone accountable with progress tracking. | X | _____ |
| Global project trend 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 email open and delivery rates by sending a communication from your company instead of the tool. | X | _____ |
| White label customer portal Give customers a cohesive, branded experience in a personalized portal where they can view upcoming deadlines and complete tasks. | 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 | _____ |
Integrate GUIDEcx with your Project Management platform to keep teams aligned.
Customer Success Platforms
Customer success platforms are essential for growth and customer retention at many companies. However, most do not focus on the crucial first step in retention: onboarding. That’s why GUIDEcx partners closely with customer success platforms to give teams more visibility into customer health and progress during onboarding.
| GUIDEcx | Standard CS Tools | |
|---|---|---|
| Intelligently forecasted 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 so teams can make adjustments mid-flight. | X | _____ |
| Persona-based project experiences Subscribe external participants to different views depending on their role to boost engagement and improve project outcomes. | X | _____ |
| Customer engagement portal Customers can view upcoming deadlines and complete tasks from a personalized customer dashboard, accessible through secure link (no credentials required). | X | _____ |
| Resource management Optimize resource allocation based on skills and availability, and forecast load for more accurate resource planning. | X | _____ |
| Time tracking Get insight into how much implementations cost you, accurately bill clients, eliminate revenue leakage, and utilize reporting to improve your onboarding process. | X | _____ |
| Group task assignment tracking Assign one task to all users who need to complete a task while still maintaining accountability through progress tracking. | X | _____ |
| Advanced onboarding reports Drive deeper process improvement through pre-built onboarding reports designed to identify inefficiencies and bottlenecks. | X | _____ |
| White labeling Give your customers a cohesive, branded experience. | X | _____ |
Integrate GUIDEcx with your Customer Success platform to streamline the complete customer journey.
Spreadsheets and Email Tools
Using email tools or spreadsheets to manage complex implementations robs your team of valuable time and limits customer visibility. Give your teams a tool that can automate workflows, hold customers accountable, and integrate seamlessly with your tech stack.
| GUIDEcx | Spreadsheet/ | |
|---|---|---|
| Intelligently forecasted 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 so teams can make adjustments mid-flight. | X | _____ |
| Dependency logic Auto dependency logic ensures tasks and milestones begin at the right time, due dates shift with delays, and task assignment emails are sent when tasks go live. | X | _____ |
| Persona-based project views Subscribe external participants to different views depending on their role to boost engagement and improve project outcomes. | X | _____ |
| Workflow automation Scale onboarding and increase bandwidth through intelligent automation, and eliminate time spent following up on tasks and communication. | X | _____ |
| White label customer portal Give customers a cohesive, branded experience in a personalized portal where they can view upcoming deadlines and complete tasks. | X | _____ |
| Integrations to your tech stack GUIDEcx offers robust integrations to over 1,000 applications so you can reduce the burden of change management and make your team, customers, and partners more effective. | X | _____ |
| Advanced Reporting Drive process improvement through pre-built onboarding reports designed to identify inefficiencies, bottlenecks, and accelerators. | X | _____ |
| Time tracking and resource management Track time worked on projects to get insights into how much implementations cost you and eliminate revenue leakage, and optimize resource allocation based on skills and availability. | X | _____ |
Other Onboarding Tools
GUIDEcx created the customer onboarding category in 2017. Since then, the team has worked to deepen and refine product functionality to meet customers’ ever-growing needs. At its core, GUIDEcx is built to help people work better together.
| GUIDEcx | Other Tools | |
|---|---|---|
| Persona-based project experiences Subscribe external participants to different views depending on their role to boost customer engagement and improve project outcomes. | X | _____ |
| Intelligently forecasted 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 so teams can make adjustments mid-flight. | X | _____ |
| Deep integrations through native iPaaS Build custom integrations using GUIDEcx’s native iPaaS solution to streamline your tech stack, automate processes, and enrich your customers’ experience. | X | _____ |
| Priced for engagement Invite unlimited customers and task owners to your projects at no additional cost. Keep all stakeholders and cross-functional teams informed without fear of being nickel-and-dimed. | X | _____ |
| Mobile app Stay responsive and up to date in real-time, wherever you are, with the GUIDEcx mobile app for Apple and Android. | X | _____ |
| Automated emails sent from your domain Improve email open and delivery rates by sending communication from your company instead of the tool. | X | _____ |
What Our Customers Are Saying on G2
We GUIDE The World’s Leading Brands
Over 500,000 projects completed on GUIDEcx.
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 unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.
