SaaS
Onboard SaaS Clients Faster and Keep Them Longer
Onboard SaaS Clients Faster and Keep Them Longer
You only get one chance to make a first impression, and that chance usually comes during the new-client implementation and onboarding process. A smooth and transparent onboarding process will help you put your best foot forward every time. A slow, disjointed onboarding experience will create a bad first impression that can be difficult—if not impossible—to overcome.
GUIDEcx® is a SaaS implementation and onboarding platform that makes it easy to manage and track projects, shorten timelines, and deliver results faster so you can get new-client onboarding right the first time.
With GUIDEcx, SaaS project managers can make the best first impression by inviting, guiding, and engaging comprehensive teams throughout the client implementation process.Â
GUIDEcx® is a SaaS implementation and onboarding platform that makes it easy to manage and track projects, shorten timelines, and deliver results faster so you can get new-client onboarding right the first time.
With GUIDEcx, SaaS project managers can make the best first impression by inviting, guiding, and engaging comprehensive teams throughout the client implementation process.
Ready to provide a tailored onboarding experience that delivers results faster?
Start a free trial today—no credit card required.
Popular Features for SaaS Projects
Track
Project Analytics
Continuously improve the implementation process with project trends and logistics analysis. Quickly identify bottlenecks to keep projects moving and reduce the time between purchase date and project completion. Easily replicate successful projects and tasks by creating templates.
Client
Visibility
Build trust with full transparency into project status, next steps, and go-live date. Increased visibility—through the web portal, via email, or on the mobile app—creates increased engagement and accountability that help you deliver projects on time even when the objective is unclear or keeps changing.
Unlimited
Guest Invites
Lots of people are involved in a new-client implementation process—including your teams, your customers’ teams, and even your vendors—and crucial information sometimes gets lost in the shuffle. Keep communication open and everyone engaged by adding all the right people to your project. You only pay for administrator and project manager licenses. Everyone else is free.
What Our Customers Are Saying on G2
Featured Resources
Introducing Recipe Builder: Fully Customizable App Integrations
GUIDEcx, the category creator and world leader in customer onboarding, just upped their game with the introduction of Recipe Builder. Recipe Builder is an integration platform as a service (iPaaS) environment, native within GUIDEcx, that allows you to build custom...
What the Best Onboarding Experiences Have in Common
Providing seamless customer onboarding and great customer service will make the greatest impact on your organization’s efficiency and success. However, it can feel challenging to ensure you’re offering an amazing experience for all of your customers. Over 90 percent...
9 Ways Customer Onboarding Solutions Help You Do More With Less
In today’s fast-paced business world, time is a valuable commodity. Streamlining workflows and eliminating repetitive tasks can free up resources to focus on growing your business. That’s where customer onboarding software comes in. By digitizing the onboarding...
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