GUIDEcx Onboarding Products
How We Make Onboarding Faster, Easier, and Better.
Project management tools aren’t built for onboarding customers. GUIDEcx automates manual tasks so you can spend more time on the client. We do much more, but we’ll start with that.
In GUIDEcx, you’ve found a solution intentionally built for the team that runs implementation and onboarding projects with new customers.
GUIDEcx enables your team to manage everything from one place while automatically keeping your customers updated, informed, and engaged—even if they never log in. With GUIDEcx, you can scale your current process without adding additional staff.
How It Works
We believe that when people know what to expect, they feel better. That goes for your customers, and it goes for you, too. Set your mind at ease with a detailed walkthrough of key GUIDEcx capabilities. We’ll show you how GUIDEcx works—and how it can work for you.
Is GUIDEcx Right for You? Do you…
Get What It Takes to Deliver Value to Clients Faster
We’ve crafted advanced features to set you up for success.
Take back your nights and weekends, and let us carry some weight for you. Create a more engaging yet faster onboarding experience for you and your customers. Here’s how we can help.
Time Tracking & Resource Management
Tackle inefficiencies to increase productivity.
Process Automation
Scale onboarding and increase the bandwidth through intelligent automation.
Project & Task Management
Streamline workflows to reduce time to value in your customer onboarding.
ADVANCED REPORTING
Empower your onboarding teams through data.
Communication Tools
Ensure accountability through streamlined communication outreach and collaboration.
CUSTOMER ENGAGEMENT PORTAL
Increase external engagement through a simplified experience.
Powerful, Purposeful, Seamless Integrations
GUIDEcx offers robust integrations with over 1,000 applications, allowing you to increase automation and simplify project management. Seamlessly connect your existing tools and systems to GUIDEcx, enabling efficient data exchange and reducing customer manual efforts.
What Our Customers Are Saying on G2
Talk With a Guide Today
Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.
