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 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. 

SaaS

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

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

Basile Joins GUIDEcx as Chief Marketing Officer

As we continue our growth as the nation’s leader in client onboarding platforms, GUIDEcx® is expanding our executive team. We are pleased to announce Peter Basile as our very first Chief Marketing Officer. The role will see Basile managing the global brand both on the...

5 Ways GUIDEcx Can Improve Efficiency with Customer Onboarding

In the face of fluctuations in the stock markets, increasing interest rates, and economic contraction, uncertainty abounds. It’s never been more important to do more with less. This economic atmosphere presents unique challenges when it comes to deciding how to run a...

The Hidden Costs of a Poor Customer Onboarding Process

Did you know that churn starts within the first 30 days of someone purchasing a product? According to data from Statista, in 2020, mobile apps lost an average of 89 percent of their daily active users within the first seven days after install and an average of 95...

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