GuideCX Overview
GUIDEcx redefines client onboarding with its specialized software designed for seamless project management. Trusted across 500,000 projects, it accelerates value delivery by ensuring timely and efficient onboarding. The platform's intuitive engagement tools help build trust and ensure on-time project completion. GUIDEcx stands out with its powerful integrations, making it a leader in the client onboarding software space. Its user-friendly interface and comprehensive resources, like the Customer Onboarding Checklist & Template Kit, offer practical support for avoiding common onboarding pitfalls. Whether you're managing a single project or scaling across multiple clients, GUIDEcx provides the tools to optimize your onboarding investment effectively.
Use Cases
Customers recommend Onboarding, Engagement Management, White Labeling, as the business use cases that they have been most satisfied with while using GuideCX.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using GuideCX.
GuideCX Use-Cases and Business Priorities: Customer Satisfaction Data
GuideCX works with different mediums / channels such as E-Mail.
GuideCX, belong to a category of solutions that help Project Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
GUIDEcx ensures a smooth, transparent SaaS onboarding process, crucial for making a positive first impression. The solution focuses on efficient customer onboarding and collaboration.
Comprehensive Insights on GuideCX Use Cases
What benefits does GuideCX offer for Onboarding?
How efficiently Does GuideCX manage your Engagement Management?
How does GuideCX facilitate White Labeling?
How does GuideCX address your Forecasting Challenges?
How efficiently Does GuideCX manage your Workflow Management?
15+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well GuideCX solved their Project Management needs. Cuspera uses 200 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.
Video
Your Guide to the October 2022 Release

GuideCX Features
- Low
- Medium
- High
FEATURE | RATINGS AND REVIEWS |
---|---|
Custom Reports | Read Reviews (14) |
Analytics | Read Reviews (6) |
CAPABILITIES | RATINGS AND REVIEWS |
---|---|
Custom Reports | Read Reviews (14) |
Analytics | Read Reviews (6) |
GuideCX Integrations
GuideCX integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for GuideCX
Software Failure Risk Guidance
?for GuideCX
Overall Risk Meter
Top Failure Risks for GuideCX
GuideCX, Inc. News
GUIDEcx Partners with Domo to Enhance Data Access and AI Capabilities for Customers
GUIDEcx.com partners with Domo to enhance data access and AI capabilities for customers.
The 5-Step Client Onboarding Checklist Every Business Needs
Welcome to the essential 5-step client onboarding checklist by GUIDEcx. We’ll provide you with a streamlined overview of the core steps required for a successful client onboarding experience, and introduce you to a powerful tool that simplifies the entire process. Why Client Onboarding Matters Client onboarding is the pivotal process of equipping each new client...
The post The 5-Step Client Onboarding Checklist Every Business Needs appeared first on GUIDEcx.INBOUND Recap: Lessons from Amazon on Delivering Customer Experience in a B2B World
In today’s hyper-competitive business landscape, delivering an exceptional customer experience could be the difference between success and failure. At HubSpot’s INBOUND 2023, Todd White, Co-Founder and Vice President of Sales at GUIDEcx, delivered valuable insights on using the wisdom of successful B2C companies like Amazon to apply to B2B organizations. After all, the ultimate goal...
The post INBOUND Recap: Lessons from Amazon on Delivering Customer Experience in a B2B World appeared first on GUIDEcx.Leveraging Product-Led Onboarding to Improve Customer Retention
Onboarding is all about how you guide customers to use your product or how they’ll move through your services. Of course, the better you guide customers through this onboarding process, the better your customer retention and satisfaction rates. Within most organizations, the entire onboarding process is team-led and requires coordinating schedules between customers and the...
The post Leveraging Product-Led Onboarding to Improve Customer Retention appeared first on GUIDEcx.GuideCX, Inc. Profile
HQ Location
P0 Box 1063, Draper, UT 84020, US
Employees
11-50
Social
Financials
SERIES A