GuideCX

We’re taking our show on the road this year and coming to a city near you (in-person and virtual)! With nearly 20 stops already planned for 2023, the Roadshow features tradeshows, VIP events, 1:1 meet and greets with members of the GUIDEcx team and webinars Check out the Roadshow page to see our full list of tour dates

Why a Client Onboarding Software?

You only get one chance to make a first impression to your customers A smooth, transparent SaaS onboarding process is key to putting your best foot forward

Engage Your Customers in a Transparent Client Onboarding Process

With our customer-facing onboarding portal, customers, clients, and third parties have a space to coexist and communicate

Build trust and awareness by white-labeling GUIDEcx to fit your company’s brand You’ll get all the professional credit

Manage Internal and Customer Onboarding Tasks

Customers don’t need to know all of the behind-the-scenes work If there are internal processes that you want to keep private, you can manage customer visibility settings

Assign tasks to customers, internal team members, and third parties to make sure the right people get the right tasks done at the right time

Drive Client Onboarding Revenue

With GUIDEcx’s Intelligent Forecasting Algorithm, you can predict revenue on hold, see what client onboarding projects can be brought forward for end-of-month or quarter deadlines, and more

See how our customers saved time by 49% with a new client onboarding software

reduction in implementation time increase in project manager capacity on-time delivery rate when 5+ users are invited

What Our Customers Are Saying

GUIDEcx allows us to take what our best implementation specialists are doing and duplicate that across our whole customer success team The result: a more engaging, predictable, and streamlined customer experience Net Promoter Scores have skyrocketed

— Chad Estes — The killer feature of GUIDEcx is the transparency and collaboration it gives you with your new customers during onboarding I’ve used a number of tools throughout my career, and nothing compares

— Tayler Ursu — GUIDEcx is the solution we have been looking for! I love the intuitive interface, the ease of implementation, and the automation that has helped to dramatically increase our efficiency I love that our customers now have additional transparency into our processes and know exactly what they need to do and when to help keep the project on track

— Cody F — The whole GUIDEcx team is quick to respond They are quick and eager to help, and the support they offer is great

— Dominic Ireland — GUIDEcx has allowed us to do the heavy lifting and take care of the difficult projects Without GUIDEcx, we wouldn’t have been able to get it all done

— Emilee Krupa —

Deliver Value Faster with GUIDEcx Client Onboarding Software

Invite, guide, and engage internal and customer teams throughout the customer onboarding process.

Teams know what needs to be done, who is accountable, and who needs help We increase team efficiency and bandwidth, which leads to greater output and satisfaction