Audience

Companies that want to onboard clients better

About GuideCX

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!

Pricing

Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

GuideCX
Founded: 2017
United States
www.guidecx.com

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Product Details

Platforms Supported
Cloud
Training
Live Online
Webinars
Support
Online

GuideCX Frequently Asked Questions

Q: What kinds of users and organization types does GuideCX work with?
Q: What languages does GuideCX support in their product?
Q: What type of training does GuideCX provide?
Q: Does GuideCX offer a free trial?

GuideCX Product Features

Project Management

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