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Project Management Software Should Include Your Clients

Antiquated project management tools were not designed to include your clients. Which when you step back and think about that for a minute, really just doesn’t make any sense at all. Suppose your role as a Project Manager is to keep the project on task by staying organized and clearly communicating with all parties involved. In that case, your client needs to be part of the process and have access to the same software solution that you are using. Having one central place where all stakeholders can interact and have full transparency into the status and all communications about a project is one of the many reasons why GUIDEcx is the leading customer onboarding solution.

The best software for project management will help project managers…

  • Oversee time
  • Manage budgets
  • Scope constraints for internal teams and clients
  • Allocate time and resources
  • Have the ability to community with all stakeholders within the software
  • Manage and mitigate risk factors in real-time

A good project management software should provide robust reporting that gives you insights into your current projects that can help improve future projects.

Solve Your Project Manager Pain Points

  • Allow everyone to collaborate
  • Account for time and resources
  • Automate status updates
  • Manage scope creep
  • Get a view of everyone’s capacity

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

GUIDEcx Empowers Our Customers To Realize:


Reduction in Onboarding Time


Increase in Project Manager Capacity


Fewer Onboarding Meetings


On-time Delivery Rate when 5+ Users are Invited

GUIDEcx Is Leading The Client Onboarding Software Category

Our customers love us for our customer service and how we enable our users to engage their customers. See how we specialize in customer onboarding, task management, and project management.

Powerful, Purposeful, Seamless Integrations

Connect 1,000+ applications to GUIDEcx so you can increase automation and keep projects simple.

Industries We Help Guide


Easily track and manage projects, shorten timelines, and deliver results faster, so you make a good first impression every time.


Get HealthTech stakeholders on the same page and keep them there, even during the most complex implementation processes.


Project transparency and accurate delivery timelines help manage expectations so everyone feels like the smartest person in the room.


Get a new client onboarding process that runs like a well-oiled machine—even when you are managing multiple stakeholders and tracking complex tasks.


Trust is your currency in the financial services industry, and we can help you build it with complete project transparency.

300k+ Projects Successfully Completed on GUIDEcx

Join the ranks of companies providing stellar customer onboarding experiences.

Talk With A GUIDE Today! 

Discover our prepackaged solutions or configure a package for your company. Learn how to be up and running in days and benefit from the unbeatable performance and customer satisfaction.