Reduce Time-to-Value with the World’s Best Customer Onboarding Software
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32%
Higher Customer Retention
45%
Faster Implementations
1K+
Library of Integrations
187%
Average ROI
Solutions that Keep Customers Engaged and Conversations Moving
Deliver a frictionless onboarding experience with proactive updates, seamless collaboration tools, and complete project transparency.
Accelerate Onboarding
Automatically initiate projects when deals close in your CRM, ensuring swift transitions from sales to implementation.
Automate Task Management
Keep customers and onboarding teams on the same page with email automation and integrations across your collaboration tools.
Real-time
Visibility
Empower customers without training them, with a simplified project view of timelines, assignments, and messages all at once.
We GUIDE The World’s Leading Brands
Over 300,000 projects completed on GUIDEcx.
Learn how to improve customer engagement and reduce churn with GUIDEcx.
Made in the Wasatch Range.
3451 Triumph Blvd Suite 400, Lehi, UT 84043 | (888) 369-1118
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Deliver Value Faster with GUIDEcx
Client Onboarding Software
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Empower your team with the right tools to keep customers engaged, informed, and satisfied—every step of the way.
Advanced
Reporting
Track active projects and associated revenue in robust dashboards that drive insights on resourcing and help manage risk.
Keep Your Customers Engaged from Day One
Automated updates, seamless collaboration, and real-time visibility ensure your customers always know what’s next.
When Customers Feel Ignored, They Leave
Scattered communication, unclear expectations, and lack of visibility erode customer trust, tank satisfaction, and drive loyalty out the door.
The customer-facing dashboard is simple and easy to understand in the most positive way. Too often, tech becomes overly cluttered and complicated to access. Our customers love it. Very easy to consume project status and what is expected of them to complete.
-Patrick Laney, CEO/COO of Grubbrr