With GuideCX®, implementation and client onboarding delivers projects faster, experiences fewer issues, and speeds up time to value for your customers.
GuideCX allows you to:
UNLOCK THE BENEFITS
of a customer-facing client onboarding solution.
CONNECT INTERNAL TEAMS WITH CUSTOMERS
using a streamlined, purpose-built platform.
EXECUTE IMPLEMENTATION AND ONBOARDING
with a focus on clients using automated tasks, updates, and more.
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.
Guide your customers' next steps with automated processes for tasks, reminders, and updates to keep everyone on the same page.
White-labeled project status reports and updates automatically keep customers in the loop. Team members can complete tasks right from their email inbox.
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.