GuideCX

GUIDEcx is client onboarding software. It gives vendors and their customers a shared workspace to follow tasks and milestones while a new customer is being set up.

What GUIDEcx offers

• Customer-facing portal — a branded space where customers and third parties see progress and complete tasks.
• Task management — assigns work to customers, internal staff and outside parties, with options to keep internal tasks hidden.
• Automated reminders — keeps customers engaged and accountable.
• Forecasting — predicts revenue tied up in onboarding projects.
• Capacity view — shows team utilisation and future availability.
• AI agent — identifies risks and delays in projects.

Who it works with

Delivery and customer success teams, project managers and implementation specialists, especially at software and service firms.

Key facts

• Experience: the vendor cites over 500,000 onboarding projects managed
• Branding: the workspace can be white-labelled