Eliminate manual work for peak yield.
Scale onboarding and increase the bandwidth through intelligent automation. GUIDEcx frees up time for your team to focus on building relationships rather than slogging through busy work.
Templates
Build templates for repeatable processes to scale onboarding efforts and ensure a consistent customer experience. Get projects spun up in just one click, with all relevant info and dependencies.
Template Analyzer
Keep improving your templates and take action from insights when building to optimize performance. Add estimated hours, include task descriptions for more clarity, streamline tasks through dependencies, adjust durations on commonly late tasks, etc.
“I love the Intuitive interface, the ease of implementation, and the automation that has helped to dramatically increase our efficiency.”
-Cody Ford, COO US Trisports, LLC
Automated Dependency Logic
Auto dependency logic ensures tasks and milestones begin at the right time, due dates shift with delays, and automated emails are sent at the right point in an onboarding workflow. GUIDEcx offers full flexibility to customize dependencies as your project may demand – between milestones, tasks, task groups, and templates.
“I’ve personally used a lot of project management tools like Microsoft Project, Asana and Trello. These platforms don’t come close to what is offered by GUIDEcx in terms of automation in the system and ease of project workflow.”
-Keith Vander Wilp, HSI
Dynamic Forecasting
GUIDEcx automatically forecasts a projected end date based on dependencies, due dates, and durations. Forecasted end-date calculations update in real-time based on project velocity, enabling proper expectation setting with project participants, more accurate revenue forecasting, and seamless handoffs between teams.
Integrations
Intelligently automate your workflows further through integration. Recipe Builder is an Integration Platform as a Service (iPaaS) environment native within GUIDEcx that allows you to build custom integrations with other products in your tech stack. Utilize pre-built recipes or connect to almost any application through a custom connector.
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
We GUIDE The World’s Leading Brands:
Over 300,000 projects completed on GUIDEcx.
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.
