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About

GuideCX® is a client implementation and onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent process that delivers value faster. You only get one chance to make a first impression. A smooth and transparent client onboarding and software implementation process is key to putting your best foot forward. Get visibility when you’re onboarding new customers with the industry’s only enterprise-level reporting engine. The GUIDEcx Navigator gives you the ability to forecast, optimize, and automate your client onboarding. Customer retention is won and lost during the first 30 days of the onboarding experience. If you treat the customer onboarding experience as an afterthought, your contract with the client will become just that – and who wants to leave money on the table!

About

Rocketlane is an agentic, all-in-one professional services automation platform that helps delivery teams manage projects, people, profits, and customer experience in one place. The platform unifies project delivery, resource management, financial management, client collaboration, customer intelligence, documents, forms, sheets, chat, and workflows. Rocketlane’s AI agents help automate frontline work, govern processes, surface customer risks, and learn from delivery patterns. Nitro supports workflows such as SOW creation, sales handoffs, implementation discovery, project planning, configuration, migration, validations, and go-live execution. The platform provides real-time visibility into utilization, margins, budgets, staffing, customer commitments, blockers, scope creep, escalations, and expansion opportunities. Built for professional services, onboarding, implementation, SaaS, fintech, marketing, and IT services teams, Rocketlane helps organizations deliver client work faster, leaner

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies that want to onboard clients better

Audience

Professional services teams, customer onboarding teams, implementation teams, SaaS companies, fintech companies, marketing agencies, IT services firms, delivery leaders, resource managers, operations teams, customer success teams, and organizations that need PSA software, project delivery management, resource planning, profitability tracking, client portals, customer intelligence, AI agents, workflow automation, SOW creation, implementation planning, utilization management, and delivery governance

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Supported

Pricing

$19/month/user
Rocketlane pricing starts at $19 per team member, per month when billed annually. Choose between Professional, Premium, and Enterprise plans to best suit your customer onboarding needs. Comes with a free 21-day trial.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

GuideCX
Founded: 2017
United States
www.guidecx.com

Company Information

Rocketlane
Founded: 2020
United States
www.rocketlane.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies

Categories

Categories

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Not Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Supported
Gantt Charts Not Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Not Supported
Time & Expense Tracking Not Supported
Traditional Methodologies Not Supported

Integrations

Boomerang Not Supported
BotDojo Not Supported
Jira Not Supported
Konnectify Not Supported
Motileo Not Supported
Salesforce Not Supported
SuccessGuardian Not Supported
Zapier Not Supported

Integrations

Boomerang Supported
BotDojo Supported
Jira Supported
Konnectify Supported
Motileo Supported
Salesforce Supported
SuccessGuardian Supported
Zapier Supported
Claim GuideCX and update features and information
Claim GuideCX and update features and information
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Claim Rocketlane and update features and information