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Client onboarding and project management software.

About GuideCX

GuideCX is the absolute, undisputed powerhouse in the modern B2B "Client Onboarding" sector. It explicitly targets complex SaaS (Software as a Service) companies and massive service providers who suffer from "Time-to-Value" drag (where a client signs a contract, but it takes 90 terrifying days of messy email chains to actually get the software installed). Its absolute biggest superpower is its "Client-Facing Transparency." Most project management tools (like Asana or Jira) are built for internal teams; inviting a new client into a messy Jira board is terrifying. GuideCX provides a stunning, white-labeled, highly restricted client portal. The client logs in and sees a beautiful, simple progress bar: "We are 40% done. Here are the 3 exact things we need you to upload today to proceed." It heavily dominates the "Automated Nudging" space. The biggest bottleneck in onboarding is waiting for the client to send a logo or a database file. GuideCX completely automates this. If a client is 3 days late uploading a file, GuideCX automatically sends a polite, branded reminder email directly to the client, completely removing the awkwardness of the Project Manager having to constantly nag the customer.

Deployment

  • Cloud, SaaS, Web

Support

  • Email/Help Desk
  • Live Chat
  • Dedicated Success Manager

Training

  • Documentation
  • Live Online
  • Webinars

Ideal Company Size

Small, Medium, Enterprise Employees

Pricing Overview

$0

Starting price / month

LicensingSubscription
Supported LanguagesEnglish
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