Deliver Value Faster with GUIDEcx
Client Onboarding Software

Three Easy Steps:

Fill out your info

Book a Time

Enjoy a Demo

Powerful & Flexible 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. 

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GUIDEcx is Leading 
the Client Onboarding Software Category

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, workflow management, and project management.

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44%

Reduction in
Onboarding Time

4X

Increase in Project Manager Capacity

86%

Fewer Onboarding Meetings

90%

On-time Delivery Rate 
when 5+ Users are Invited`

Customer Success Starts with 
Customer Onboarding

GUIDEcx solves the #1 cause of churn: a bad implementation.

Engage Customers with Email

Collaborate with customers in email, SMS, and login-less portals.

Manage Projects 
with Templates

Forecast project completion and scale your team’s capacity.

Accelerate Onboarding with AI

Reduce TTV with custom analytics and optimize your PSA resources.

Book Your Demo Today!

We GUIDE The World’s Leading Brands

Over 300,000 projects completed on GUIDEcx.

Are you ready to engage customers in your onboarding projects?

Made in the Wasatch Range.
3451 Triumph Blvd Suite 400, Lehi, UT 84043 | (888) 369-1118

Salesforce Integration
Gainsight Integration
Typeform Integration
Slack Integration
OpenAi Integration
Calendly Integration
Teams Integration
Netsuite Integration
Google Forms Integration
Zendesk Integration
Jira Integration
Hubspot Integration

Talk To a 
Guide Today.

Deliver Value Faster with GUIDEcx
Client Onboarding Software

Three Easy Steps:

Fill out your info

Book a Time

Enjoy a Demo