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.

Other use cases:

  • Forecasting
  • Workflow Management
  • License Management
  • Category Management
  • Relationship Management
  • Performance Management
  • Lifetime Value Management
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using GuideCX.

Other priorities:

  • Scale Best Practices
  • Increase Sales & Revenue
  • Improve Internal Communications
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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.

GuideCX Customer wins, Customer success stories, Case studies

What benefits does GuideCX offer for Onboarding?

What solutions does GuideCX provide for Engagement Management?

Why is GuideCX the best choice for White Labeling?

How can GuideCX enhance your Forecasting process?

What benefits does GuideCX offer for Workflow Management?

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.

SaaSOptics - Computer Software

GUIDEcx helped SaaSOptics cut onboarding time by 30%. SaaSOptics needed better project management and customer visibility. GUIDEcx offered templates, a flexible UI, and Salesforce integration. The pl...atform improved onboarding speed and customer satisfaction. SaaSOptics onboarded 60% more customers in one year. Customers liked the transparency and progress tracking.

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TransAct - Education

GUIDEcx helped TransAct make onboarding easier. TransAct used to struggle with onboarding 50 new customers at once. GUIDEcx gave them a way to manage more projects with fewer people. Meeting times dr...opped by 86%. One project manager can now handle four times as many projects. Customers get better service and save time.

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Density - Information Technology And Services

GUIDEcx helped Density improve deployment efficiency by 45%. Density replaced a manual project management tool with GUIDEcx, which automated workflows and integrated with Salesforce. The new system s...aved the team 5 hours each week. Program Manager capacity increased by 3x. Density now delivers value to customers faster and makes better decisions with improved reporting.

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Catchafire - Non Profit Organization Management

GUIDEcx helped Catchafire improve their onboarding process. Catchafire needed to scale and create more efficient workflows. They chose GUIDEcx for its ease of use, reporting, and automation features.... After using GUIDEcx, Catchafire tripled their onboarding capacity. They also increased operational efficiency and onboarded their first customer in less than 8 weeks.

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Quentelle - Information Technology And Services

GUIDEcx helped Quentelle fix slow client onboarding. Before, Quentelle had a decentralized system and clients took up to two years to finish onboarding. GUIDEcx gave them a central, automated platfor...m. Project managers and clients now track tasks, see timelines, and get reminders. Quentelle saw a 45% increase in client engagement. Implementation time dropped by 66%. Time to value went from two years to just three weeks. The team saved time and doubled its project manager headcount.

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Safety NetAccess - Information Technology And Services

GUIDEcx helped Safety NetAccess improve project management with custom-built workflows. The company managed over 100 projects at a time and needed better client-facing software. GUIDEcx provided a mo...re organized and engaging interface. Project managers can now handle up to 60 projects each. Efficiency increased by 25 percent. Clients appreciate clear timelines and AI features. The onboarding and project management process is now smoother.

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Your Guide to the October 2022 Release

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Peers used GuideCX for onboarding and engagement management

GuideCX Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.84/5 ★

Read Reviews (14)
Analytics

3.56/5 ★

Read Reviews (6)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.84/5 ★

Read Reviews (14)
Analytics

3.56/5 ★

Read Reviews (6)

Software Failure Risk Guidance

?

for GuideCX

Overall Risk Meter

Low Medium High

Top Failure Risks for GuideCX

GuideCX, Inc. Profile

Company Name

GuideCX, Inc.

Company Website

https://www.guidecx.com/

Year Founded

2017

HQ Location

P0 Box 1063, Draper, UT 84020, US

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

SERIES A