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Faster Customer Onboarding and Implementation? Try it!

GuideCX® is a client onboarding project platform that helps you deliver projects faster, experience fewer issues, and speed up time to value for your customers. With GuideCX, you can:

  • Work faster by automating communication during the onboarding and implementation process.
  • End confusion and blame with full transparency into project status, next steps, and go-live date.
  • Reduce the time between purchase date and project completion.
  • Manage expectations for better customer satisfaction and long-term relationships.
  • Provide complete visibility into the project, which increases accountability and promotes engagement.

Ready to improve your onboarding and implementation workflows?

Start a free trial today—no credit card required.

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Your internal teams can invite external customers and third-party vendors to your project–no need to log in. Map out your process with custom templates and tasks.

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Guide customers' next steps with automated process for tasks, reminders, and updates. Keep everyone on the same page and clear on their responsibilities.

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White-labeled project status reports and updates automatically keep customers in the loop. Team members can complete tasks right from their email inbox.

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See what GuideCX is all about.
GuideCX is a leader in Task Management on G2


GuideCX is a leader in Workflow Management on G2


GuideCX is a leader in Workflow Management on G2


GuideCX is a leader in Workflow Management on G2


Powerful Integrations

We integrate seamlessly with Salesforce, Jira, Zapier, Hubspot, and Slack. Create projects, epics and workflows with the tools you already use.

Want to connect something else? Use our Open API to leverage any data from outside systems.

GuideCX-Illustrations-RGB_How it Works – Templates