GUIDEcx is a customer onboarding and project management tool designed to facilitate smooth transitions between sales and implementation. It offers features for project planning, automation, and client communication, helping teams manage onboarding processes efficiently.
Year Founded & Location
GUIDEcx is sold by GUIDEcx, which was founded in 2017. GUIDEcx is presently headquartered in Lehi, USA.
Core Features
| Feature | Description | Feature Availability | Customization Options | Supported Platforms | Collaboration Features | Security Measures |
|---|---|---|---|---|---|---|
| Client Onboarding | Simplify client onboarding with automated task assignments and timelines. | Pro, Enterprise | High | Web | Automated assignments, Timelines | Secure server storage |
| Collaboration Platform | Collaborate with clients and teams using shared project views and updates. | Pro, Enterprise | High | Web | Shared views, Project updates | Two-factor authentication |
| Custom Workflows | Create tailored workflows for unique onboarding processes. | Enterprise | High | Web | Custom workflows, Process automation | Encrypted workflows |
| Task Management | Manage tasks with easy-to-use boards and lists for clear oversight. | All plans | Moderate | Web | Task boards, Lists | Role-based access |
| Reporting & Insights | Generate reports to track onboarding progress and client satisfaction. | Enterprise | Low | Web | Progress reports, Satisfaction tracking | Data encryption |
Languages Supported
GUIDEcx supports the following languages:
- English
Pricing
| Plan | Price |
|---|---|
| Basic | $29/user/month |
| Professional | $49/user/month |
| Enterprise | Custom pricing |
Customer Support Options
- Help Center
- Email Support
- Live Chat Support
- Webinars
- Dedicated Customer Success Manager (for Enterprise)
GUIDEcx Alternatives
Asana, Monday.com, ClickUp, Wrike, Smartsheet
Mobile App
GUIDEcx offers a mobile app available on both iOS and Android, providing key features for managing tasks on the go.
GUIDEcx User Reviews
We were up and running in just a week or two. We were able to easily import our existing project templates and then progressively enhance them using the GuideCX features. We coudl then easily share tasks with our customers, giving us visibility into their deliverables. The reporting features likewise made it easy for our leadership to get a birds-eye view of hotspots that needed attention.? cant think of anything we disliked. Sometimes it was hard for our team to figure out how to deal with project dependencies, but this was mostly a training matter.?GuideCX allowed us to manage project schedules while giving our customers visibility into their project schedules. It also allowed us to understand how our services team was.
