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!
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Pricing
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
GuideCX
Founded: 2017
United States
www.guidecx.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Live Online
Webinars
Support
Online
GuideCX Product Features
Project Management
Client Portal
Customizable Templates
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Agile Methodologies
Budget Management
Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Resource Management
Time & Expense Tracking
Traditional Methodologies
