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CLIENT ONBOARDING SOFTWARE THAT UPGRADES YOUR FIRST IMPRESSIONS

Give your customers a first impression they’ll never forget by providing a
shared workspace environment branded to your company and powered by the #1
client onboarding software.

Request a Demo
Get a Free Trial



GUIDECX IS THE #1 RATED CLIENT ONBOARDING SOFTWARE

Our customers love us for our customer service and how we enable our users to
engage their customers. See how we specialize in customer onboarding, task
management, and project management.

Customer Onboarding
Project Management
Task Management



WEBINAR ALERT! DISCOVER TIPS ON DRIVING EFFICIENCY

The Buzzword for 2023 is EFFICIENCY. Join Nick Mehta, CEO at Gainsight, and
Peter Ord, Founder & CEO at GUIDEcx, on Thursday, Feb. 23 at 1:30pm ET as they
share tips on how to navigate the current economic climate and how to do more
with less.

Register Today


ANNOUNCING THE LAUNCH OF GUIDECX ROADSHOW 2023!

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.

Learn More



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.

Learn More


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.

Access Your Free Trial



SEE HOW OUR CUSTOMERS SAVED TIME BY 49% WITH A NEW CLIENT ONBOARDING SOFTWARE

View Our Customer Stories

%

reduction in implementation time

projects run
on GUIDEcx

increase in project manager capacity

%

less meetings

%

on-time delivery rate when 5+ users are invited


COUNTLESS HOURS SAVED




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 —

SaaSOptics

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 —

SMedia

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. —

Lakebridge Realty

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

— Dominic Ireland —

G&A Partners

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 —

Alleva

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DELIVER VALUE FASTER WITH GUIDECX CLIENT ONBOARDING SOFTWARE

Reduce Anxiety, Increase Participation
Complete Control over Visibility Settings
No Login Required for Participants
Complete Tasks via Portal, Email, or Mobile App
Increase Team Accountability
Automate Project Updates, Tasks, and Reminders


INVITE, GUIDE, AND ENGAGE INTERNAL AND CUSTOMER TEAMS THROUGHOUT THE CUSTOMER
ONBOARDING PROCESS.


INTERNAL TEAMS

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.


EXTERNAL CUSTOMERS

Your customers know what to expect, when to expect it, and with whom to
communicate. We increase customer insight and accountability, which leads to
greater satisfaction.

Request a Demo
Get a Free Trial


GUIDECX AT A GLANCE

A SaaS onboarding software that keeps your customers at the center of every
project.

Experience Our Features


RESOURCES


AN EASY GUIDE FOR SETTING CUSTOMER ONBOARDING GOALS AND OBJECTIVES

In 2017, a Taiwanese hiker was discovered after being missing for 47 days on the
most treacherous mountain in the world: Mt. Everest. He and his wife had decided
to ascend the mountain without a guide and became lost after a powerful
snowstorm. Without a guide or a...


GUIDECX IS COMING TO A CITY NEAR YOU!

The summer concert season is still a few months away, but GUIDEcx is already
getting ready to launch its tour across the country. That’s right, GUIDEcx is
hitting the road this year and we look forward to meeting you at one of our
stops. GUIDEcx has around 20 events -...


ANNOUNCING THE LAUNCH OF OFFICE HOURS

Our Guides are never far away from our customers. Because at GUIDEcx, we’re
committed to helping companies improve their customer onboarding experience,
satisfaction, and success.   That’s why we’re excited to announce the launch of
Office Hours, a new monthly webinar...

View All Resources
Read the Blog
See All Case Studies


START USING A CLIENT ONBOARDING SOFTWARE TODAY!

REQUEST A DEMO

Request Now

REQUEST A FREE TRIAL

Start Now

CHAT WITH AN EXPERT

Chat Now

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 * Products
   
   * How It Works
   * Features
   * Integrations
   * Compare
   * Demo
 * Industries
   
   * SaaS
   * Health
   * Finance
   * Education
   * Automotive
   * See More
 * Resources
   
   * Roadshow 2023
   * Blogs
   * Case Studies
   * News
   * Podcasts
   * Webinars
   * Awards
 * About
   
   * About Us
   * Why GUIDEcx
 * Pricing
 * Schedule Demo
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