Customer Onboarding
From New Customer to Lifelong Customer
Reduce churn by over 45% with proactive engagement, automated workflows, and full visibility at every step in new customer onboarding.
A Bad Implementation is the #1 Cause of Churn
Most teams use spreadsheets and internal project management tools to onboard new customers. Without a connected experience, customers lose momentum and fail to reach full adoption.
Get Your Customers to Value Faster
Integrate fragmented systems, improve collaboration, and maintain clear visibility into onboarding workflows to keep customers engaged and on schedule.
Built for Onboarding New Customers at Scale
Designed for new customer onboarding, not adapted to it. Get the benefits that really matter in implementation: automation, flexibility, and engagement.
Connect it All with 1,000+ Integrations
Ensure data flows between systems like CRMs and collaboration tools with access to thousands of apps in our integration library. Or build and customize your own.
Power Onboarding with Automation and AI
Be everywhere at once. Drive customer accountability with a platform that enables personalized touch points at scale, dynamic resource management, and unparalleled visibility into implementations.
Intelligent Forecasts
Set clear expectations with real-time project tracking and forecasting, and dynamically assign resources based on capacity and skillset.
Automated Workflows
Build tailored tasks and templates for onboarding workflows, and personalize messages to customers via email and SMS.
AI-Powered Analytics
Get instant visibility into your onboarding projects with customizable dashboards, then ask our AI assistant for contextualized insights.
How it Works
See how GUIDEcx drives visibility and customer engagement through your entire onboarding process.
Why Customers Choose GUIDEcx
45%
Decrease in Churn
70%
Faster TTV
1K+
Integrations
40%
Higher Capacity
We GUIDE The World’s Leading Brands
Over 500,000 projects completed on GUIDEcx.
Don’t Lose Your Customers Before They Even Get Started
Book a demo to see how GUIDEcx can transform implementations for you.
Frequently Asked Questions
How do I choose the right customer onboarding solution?
A great customer onboarding solution should have customizable workflows to fit your business, automation to handle tasks like document collection and notifications, and CRM integration to keep customer data connected.
Look for built-in communication tools like email and SMS to keep customers engaged, plus progress tracking so your team and customers know what’s next. Analytics and reporting help improve the process, and a scalable solution ensures onboarding stays smooth as your business grows.
Why choose GUIDEcx for customer onboarding?
GUIDEcx makes customer onboarding faster and easier with automation, step-by-step guidance, and clear communication. Customers complete onboarding faster, with fewer support requests, so your team can focus on more important tasks.
With data accuracy, built-in analytics, and scalability, GUIDEcx helps businesses streamline onboarding, improve customer satisfaction, and ensure a consistent experience every time.
