A single license of GUIDEcx starts at $143 / month & includes*:
- Unlimited Projects
- Unlimited Team Members
- Unlimited Customers
*All packages have a minimum of 4 licenses.
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$143 month / license
- Persona-Based Project Experiences
Get the right information to your customers… Stake holders can receive a project digests, task owners are subscribed to our focused “Compass Experience”, and power users can see a robust project plan according to your own visibility settings.
- Vanity URL
Vanity URL’s create brand cohesiveness. You are inviting your customers to GUIDEcx so it’s critical that they recognize who they are working with.
- Customer Login via Magic Link
Remove friction from providing customer visibility into the project experiences by eliminating the need for them to login.
- Actionable emails
Users can update task status’ by clicking on a link, add a note by replying, or access task meta-data directly from emails without ever having to login
- Internal and External Project Chat
Simplify coordination across teams and companies with in-app notes that seamlessly sync with email to auto-import replies back into the correct thread. Securely control visibility by marking any note as internal or external
- Streamlined Customer Portal
Compass is a simplified project view that makes timelines, assignments, notes, and attachments so easy that any external customer can immediately engage with you even without any training
- Approval Flows
Sign-offs can be gathered and documented by the mere click of a link within an email.
- Mobile App (Apple & Android)
Executives love the integrated push notifications built for the most time sensitive tasks (i.e. notify me when an overdue tasks causes a project to become at risk of being delivered past it’s planned launch date).
- Intelligent Forecasted End Date
When a task is completed early or late that is on the critical path, GUIDEcx updates how that effects on-time delivery in real time.
- Gantt, List, and Board Views
To expand project visibility and adapt to the way you work GUIDEcx supports multiple views of your project – Gantt, List, and Board views are standard
- At-Risk Task Identification
Project participants can tell you they are “Stuck” which triggers a pre-defined notification workflow to the project manager.
- Partner Portal
Enable your System Integrators to subscribe to templates you have built. Then you can easily manage their performance (TTV, CSAT…) and Capacity based on the desired process you’d like them to follow when running projects on behalf of your company.
- 3rd Party Involvement
Add partners to projects so they can subscribe to task notifications and status updates. Simplify communication and accountability by benchmarking productivity vs. SLA
- Custom Fields
Easily add Custom Fields manually or via our API to your project experience which can be used as “Merge Tags” within task instructions.
- Merge Tags
Make custom fields even more valuable by referencing them in task instructions and assignment emails. Dynamically insert their values to easily scale the personalization of messages to each customer based on their unique context
- Report Navigator
Sort, filter, drill, or export any part of our ever-expanding collection of standard reports so you can continue to identify your top opportunities for improvement
- Scheduled Reports
Reporting becomes much more valuable when focus is driven by actionable alerts. Set thresholds so you are notified any time a metric falls below a desired level so you can manage by exception. Set a recurring cadence for email delivery of any report so you can review the latest details from the convenience of your main inbox
- Knowledge Base
Search across documentation articles with detailed instructions and visual examples on how to use any feature. Engage with peers in our active user community at onboardingnetwork.guidecx.com to trade tips and tricks or vote on feature request ideas.
- Support Tickets
Easily submit questions and requests directly from the in-app support portal. Track the prompt resolution status of any ticket so we can fulfill our promise to keep your experience reliable and delightful at any tier
– MOST POPULAR –
includes Starter, plus:
- Native Integrations
Easily activate proven GUIDEcx integrations valued for years by thousands of users for systems like Gainsight, Jira, Slack, and all leading CRM systems
- HubSpot Marketplace CRM Cards
GUIDEcx is listed and officially approved in the HubSpot App Marketplace. Bi-directional data flows have passed tests around the most stringent security requirements so that projects are automatically created for any closed won deal. Progress updates are also seamless in the deal pages where your sales and leadership teams are already focused
- Salesforce App Exchange Integration
The managed package for GUIDEcx is listed and approved on the Salesforce App Exchange. This means we have passed the most stringent Salesforce security standards and we have a bi-directional data flow.
- Integration Builder (Native iPaaS Solution)
Customize an extensive community library of recipes to auto-complete tasks, pull in data from external systems, update project information, or sync updates back to those external systems. The sky is the limit. A connected process is an optimized process.
- Integration Professional Services
Our in-house integration experts are the best of the best and can you you optimize your integration recipes and automation jobs
- API Access
Your data is your data. You have easy and complete access to get or post any changes through api.guidecx.com.
- Named CSM
While our technology is world class, many value our expertise and advice just as much. Our Customer Success team has lived the challenges GUIDEcx solves. Their deep experience will help you improve your CX strategy.
- Live Support Chat
We pride ourselves in being helpful and responsive. Have a questions; simply just shoot us a quick chat within GUIDEcx and our team is there to help.
- Multi-Channel Chat
Simplify coordination across teams and companies anywhere your project managers, customers, and partners prefer to communicate. Automatically distribute in-app chat across email, SMS text, Slack, Teams, and any integrated ticketing system like Jira or Zendesk. Then trust GUIDEcx to also auto-import replies from any channel back in the project or task notes to maintain context. Each item has its own communication feed so that everyone can easily stay on the same page
- Authenticated Domain
Connect your domain to GUIDEcx’s email engine so all automated outreach comes from your domain.
- Customer Satisfaction Surveys
Send an automated survey when a milestone or project has been completed. Reporting can be sliced based on any project variable.
- Status Change Reasons
Track why projects slip from on time to late. Then summarize blockers in a consolidated report to identify causes of delays and mitigate risks.