+
+

Related Products

  • CrankWheel
    240 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website
  • Eurekos
    103 Ratings
    Visit Website
  • Pipefy
    594 Ratings
    Visit Website
  • Mitti (by SafetyCulture)
    869 Ratings
    Visit Website
  • iTacit
    46 Ratings
    Visit Website
  • WorkTango
    1,554 Ratings
    Visit Website
  • Auvik
    678 Ratings
    Visit Website
  • Acadia
    3 Ratings
    Visit Website
  • CartonCloud
    129 Ratings

About

Turn your static designs into a finely-tuned and scalable service machine. Our simple designer makes it easy to take your current process and make it into clear, visual steps and stages; complete with assignments, assets, and full flexibility to adjust without having to start over. Onboard all of your clients through a single, simple dashboard. Real-time insights give you more control over time-to-value and retention. You’ll know exactly which parts of the process need your attention and innovation, and easily communicate up and down the organization. By giving your frontline employees a voice, you’ll more deeply understand customer pains and be able to optimize and innovate your process. Your employees will be more engaged and satisfied, and you’ll foster a culture of customer-focused problem solving.

About

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!

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses looking for an onboarding platform to keep everyone on track

Audience

Companies that want to onboard clients better

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Affinity Canvas
United States
www.affinitycanvas.com/product/

Company Information

GuideCX
Founded: 2017
United States
www.guidecx.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies
Onboard

Onboard

Onboard.io

Categories

Categories

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Not Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Supported
Gantt Charts Not Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Not Supported
Time & Expense Tracking Not Supported
Traditional Methodologies Not Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Pipedrive Supported
Puntt AI Supported
Salesforce Supported
Sprinklr Supported

Integrations

HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Pipedrive Not Supported
Puntt AI Not Supported
Salesforce Not Supported
Sprinklr Not Supported
Claim Affinity Canvas and update features and information
Claim Affinity Canvas and update features and information
Claim GuideCX and update features and information
Claim GuideCX and update features and information