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  7. GUIDEcx
GUIDEcx logo

GUIDEcx

Unclaimed

Accelerate customer onboarding and reduce churn with AI-powered project management and engagement.

Customer SuccessProject TrackingClient Portals
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TL;DR - GUIDEcx

  • Streamlines customer onboarding with AI-powered project management.
  • Enhances customer engagement through personalized communication and portals.
  • Improves efficiency, reduces churn, and accelerates time to value.
Pricing: Paid only
Best for: Enterprises & pros

Pricing Plans

Starter

$5,000/yr

  • Customer Onboarding Portal
  • Whitelabel Branding of Logo & Email
  • Login-less Access via Secure Links
  • Report Navigator
  • Task & Email Automation
  • Mobile Responsive Design
  • Global Inbox for Threaded Messages
  • Intelligent End Date Forecasting
  • Access to Knowledge Base
  • Partner Management
  • Multiple Project Views (Gantt, List, Board)

Premium

Contact us

  • Starter features
  • Integrations: Built-in iPaaS Solution (includes Workato subscription + 250k automation tasks)
  • Single Sign-on
  • Custom Email Templates
  • SMS Text Message Notifications
  • Customer Satisfaction Surveys
  • Named Customer Success Manager

Advanced

Contact us

  • Premium features
  • GUIDEcx Business Intelligence
  • Embedded Onboarding Portal
  • Program Management
  • Sandbox
  • Additional 250k automation tasks
  • PSA Resource Management Planning & Optimization
  • Utilization Tracking
  • Flexible Billing Options
  • Margins & Profitability
  • Advanced Time Tracking
View full pricing

About GUIDEcx

GUIDEcx is a modern platform designed to streamline and enhance the customer onboarding process, transforming new customers into long-term advocates. It provides tools for increased visibility, engagement, and efficiency throughout the implementation journey. The platform helps teams manage projects with templates, forecast completion, and scale capacity, ultimately reducing time to value (TTV) and improving customer retention. Targeted at businesses looking to optimize their customer implementations, GUIDEcx integrates AI to spot delays, personalize customer journeys, and provide dynamic onboarding forecasts. It facilitates communication through email, SMS, and login-less portals, ensuring customers are engaged and informed. The solution aims to decrease churn, accelerate TTV, and increase team capacity by automating workflows, providing advanced reporting, and optimizing resource allocation.

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GUIDEcx FAQ

GUIDEcx is a client onboarding software that helps businesses streamline their new customer implementation process. It uses AI, project management tools, and communication features to make onboarding more visible, engaging, and efficient, ultimately reducing churn and accelerating time to value.

Specific pricing information for GUIDEcx is not provided on the website. Interested users are encouraged to book a demo to learn more about their pricing structure.

Based on the provided content, GUIDEcx does not appear to offer a free version or a free trial. Pricing details are available upon request through a demo.

GUIDEcx is for businesses and teams responsible for customer onboarding and implementation, particularly those looking to improve efficiency, reduce churn, accelerate time to value, and enhance customer engagement during the initial stages of their customer journey.

Quick Info

Pricing
Paid
Visit Website

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