Designed for Customer Onboarding, Not Adapted to It
GUIDEcx is leading the client onboarding software category because it was built from the ground up to help companies get their customers up and running faster.
70%
Faster Time to Value
4X
Increase in Project Manager Capacity
86%
Fewer Onboarding Meetings
45%
Decrease in Client Churn
Solve the #1 Cause of Churn: a Bad Implementation
GUIDEcx helps you improve client onboarding by:
Engaging Customers Where They Are
Collaborate with customers in email, SMS, and login-less portals.
Creating Hands-free Workflows
Build repeatable processes with automated tasks & dynamic dispatching.
Enabling Complete Visibility
Get accurate project forecasts and customer-friendly live dashboards
Over 500,000 onboarding projects completed on GUIDEcx.
Onboard customers faster. Keep customers longer. Speak with our team to learn how.
Made in the Wasatch Range.
3451 Triumph Blvd Suite 400, Lehi, UT 84043 | (888) 369-1118
Deliver Value Faster with GUIDEcx
Client Onboarding Software
Three Easy Steps:
Fill out your info
Book a Time
Enjoy a Demo
Ensure Next Steps are Obvious to Everyone
Get unified project views (List, Gantt, and Board) that keep you and your customers on the same page and drive accountability. Then use templates, tags, and filters to manage onboarding projects at scale.
Complete Onboarding On-Time, Every Time
Set clear expectations and identify whether you're on-track or off-track with precision. When things go awry, dynamically assign resources on your team based on capacity and skillset.
Onboarding that's Simple and Engaging for your Customers
Summarize relevant tasks, notes, statuses, and pertinent deadlines in personalized emails, SMS, and a dashboard with your branding.
Connect it All with 1000+ 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.
"The customer-facing dashboard is simple and easy to understand in the most positive way. Our customers love it."
- Patrick Laney, CEO of Grubbrr
"GUIDEcx has played a huge role in helping us reduce the need for reminders, tasks, sticky notes, Google Docs, Sheets, and lengthy email threads.
- Kacie Jester,
Sr. Director of CS at School Pathways
"An implementation tool's favorite implementation tool. We love the visibility & control that GUIDEcx provides for our internal team and our customers."
- Sarah B.
VP, Customer Success
Why Customer Success Teams Trust GUIDEcx
Customer Success Starts with Customer Onboarding
See how GUIDEcx helps your team streamline customer onboarding at scale.
Project management tools are designed with internal collaboration in mind. As a result, they lack the functionality and flexibility required for onboarding new customers, particularly at a high volume. Proper customer onboarding tools include features that make it easy to communicate with customers, visualize and forecast onboarding projects at scale, and integrate with CRMs and collaboration tools.
GUIDEcx has shown it can significantly streamline onboarding processes. For example, companies using GUIDEcx report improved client engagement, shorter implementation timelines, and quicker realization of value. By providing greater visibility, automated follow-ups, and centralized task management, GUIDEcx helps keep projects on track and clients actively engaged—potentially addressing many common onboarding challenges.
With features like templates and customizable email & SMS notifications, GUIDEcx is designed to streamline and centralize your onboarding processes, enabling your organization to handle increased workloads without compromising quality or client experience.
Turn new customers into lifelong customers with faster, better customer onboarding.