SaaS

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 an 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. 

SaaS

GuideCX® is an 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

analytics

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.

visibility

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.

guests

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

GuideCX reviews sourced by G2

Featured Resources

How To: SaaS Onboarding vs. Non-SaaS Onboarding

How To: SaaS Onboarding vs. Non-SaaS Onboarding

What’s the difference between SaaS vs. non-SaaS onboarding? How do their onboarding processes differ? Let’s start off with some definitions.   What is SaaS Onboarding? According to CloudShare, “SaaS onboarding is the process of helping new users set up and use a...

GuideCX vs. Smartsheet

GuideCX vs. Smartsheet

Whether you already have a project management system in place and looking for a better fit or you’re new to the idea of using a project management software, we’re here to help you figure out a great solution for you. Like our comparison of GuideCX vs. Teamwork, we’re...

How to Encourage a High-Performance Onboarding Team

How to Encourage a High-Performance Onboarding Team

There’s a difference between a busy team and a high-performance team that works cohesively and efficiently. “High-performance teams focus on maintaining clear communication, alignment, buy-in and extreme accountability,” says Brent Gleeson, founder and CEO of...

Questions?

request a demo

Request a Demo

trial

Request a Free Trial

chat

Chat with an Expert