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 Manage Project Time

How to Manage Project Time

Sometimes, projects run behind. That’s okay as long as you know why. What’s dangerous is when projects run behind and you’re not sure why. It can take a lot of organization and dedication to manually track where all the time goes in a project. Here’s how you can best...

Holiday Donations for Primary Children’s Hospital

Holiday Donations for Primary Children’s Hospital

The holiday season is often filled with joy, magic, and amazing memories of gift-giving, indulgent food, Christmas light-filled activities, cherished family reunions, and much more. Some of those memories, however, aren’t always so magical when you or a loved one is...

4 Essential Customer Onboarding Features

4 Essential Customer Onboarding Features

Are you looking into leveling up your implementations with new customer onboarding features? Here are some options that can help you be more successful and reduce churn.    White Labeling Your customers need to know who they’re working with, right? If you have a...

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