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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses looking for an onboarding platform to keep everyone on track

Audience

Companies that want to onboard clients better

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
Puntt AI
Salesforce

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
Puntt AI
Salesforce
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