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

Onboarding vs. Implementation: What’s the Difference?

Onboarding vs. Implementation: What’s the Difference?

Congratulations! You’ve just signed a contract with a brand-new client. Now what? Although it may seem like your hard work is over, the next step in the process is just as critical to you and your customer’s success. Now, it’s time to invest in customer onboarding and...

FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech is currently one of the world’s fastest-growing industries. From Bitcoin to Cashapp, FinTech companies are constantly finding new ways to innovate and enhance the financial sector. However, FinTech companies often have to deal with significant regulations,...

An In-depth Look at GuideCX’s Resource Management Feature

An In-depth Look at GuideCX’s Resource Management Feature

For many businesses, resource management is quickly becoming one of the most important factors to consider in business optimization. As your company grows and takes on new staff, clients, projects, and resources, you may need to adjust much of what you do in order to...

Questions?

request a demo

Request a Demo

trial

Request a Free Trial

chat

Chat with an Expert