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

Donna Weber: 3 Key Factors to Consider When Onboarding New Customers

Donna Weber: 3 Key Factors to Consider When Onboarding New Customers

Donna Weber, president of Springboard Solutions, has literally written the book on how to effectively onboard new customers. She has become a long-time advisor and friend to our team over the years. Her book, Onboarding Matters: How Successful Companies Transform New...

Comparing GuideCX and ChurnZero

Comparing GuideCX and ChurnZero

Retaining your customers is one of the most important aspects of running a successful business. Not only is it easier and more cost-effective, but it can also help you acquire new clients and make more money, as loyal customers are likely to spend more and buy more...

GuideCX Internship Program 2021

GuideCX Internship Program 2021

In the summer of 2021, GuideCX integrated nine interns into our company. This is the first official GuideCX internship program, but it certainly won’t be the last.    Our first unofficial interns, Clayton Jorgensen and Jacob Buhler, are now full-time employees....

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