GuideCX

The client onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent way and accelerates time to value.


The GuideCX Lounge

Join our Guides in the lounge to learn more about how GuideCX can address the challenges you are having with implementation and onboarding.

Join us: December 8 & 9 from 10am-2pm PST

Coffee guy.png

About Us

GuideCX® is a client onboarding and project management platform that keeps your clients at the center of every project by providing complete visibility into the work.

Invite everyone to the project—internal resources, customer teams, and third-party vendors.
Guide each step and stay on track with automated tasks, reminders, and updates.
Engage teams by enabling them to interact with the project in the way the prefer.

They can complete tasks, view status, send updates, make notes, and more —through the portal, email, or mobile app. GuideCX helps you deliver projects faster with fewer issues and accelerate time to value for your customers.


Provide Visibility & Keep Teams Aligned

Artboard 1 - Overview 1.png

Eliminate confusion by giving everyone visibility into status, making next steps clear, and identifying late tasks that could delay the project. When everyone can easily see what is ex pected, it creates accountability, keeps projects on track, and makes it easier for your customers to work with you.

Save Time Via Automation & Reduce Time to Value

Overview 2 - Overview 2.png

Make customer projects easier and faster by creating a master implementation and onboarding plan. You can customize it and make it a template for future launches. Automate project up dates and reminders to reduce manual processes.

 

Exclusive Offer For SaaStr Attendees

Thank you so much for making GuideCX a part of your SaaStr experience!  

As our way of saying thank you, we would like to extend a free 14-day trial for all SaaStr attendees. Please access it below!

Previous
Previous

Freshworks

Next
Next

Paddle