Drive accountability and engagement.
Keep your customer “in the know” during all phases of the onboarding process, from purchase to delivery!
Automated Emails from your Domain
Automated emails sent from your domain remove the burden of chasing customers. GUIDEcx has carefully curated email templates, including the project overview email, which gives stakeholders a “scoreboard view” to drive accountability, and task assignment emails, which alert users when it’s time to complete work.
From just an email, your customers can…
One system of record for all communication and documentation. Internal & external teams can collaborate in GUIDEcx, @mentioning project participants in notes, leaving comments or questions, and uploading attachments.
“GuideCX helps us establish regular communication channels between team members and project stakeholders to ensure everyone is aligned and on track.”
-Leez May, CXO VEIP
Scheduled Updates & Reports
Set triggers-based notifications for reports to help stakeholders and leaders better manage by exception. Keep project participants informed with weekly overview emails and add PM nots to highlight wins or action items.
Role Based Views
Communicate the correct information to the right people. Tailor your customer’s experience by adjusting task visibility – give clients read-only access to internal tasks or hide them altogether. Share progress with clients, but keep behind-the-scenes exchanges and internal comments out of sight.
“Consistent communication with our customers without doing much leg work. Many questions getting answered before our customers ask them has saved us valuable time.”
-Verified User, G2
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.
What Our Customers Are Saying on G2
We GUIDE The World’s Leading Brands:
Over 300,000 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.