| Related Products
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| 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! 
             | About
            Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.
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| Platforms Supported
            
                Windows
            
            
         
            
                Mac
            
            
         
            
                Linux
            
            
         
            
                Cloud
            
            
         
            
                On-Premises
            
            
         
            
                iPhone
            
            
         
            
                iPad
            
            
         
            
                Android
            
            
         
            
                Chromebook
            
            
         | Platforms Supported
            
                Windows
            
            
         
            
                Mac
            
            
         
            
                Linux
            
            
         
            
                Cloud
            
            
         
            
                On-Premises
            
            
         
            
                iPhone
            
            
         
            
                iPad
            
            
         
            
                Android
            
            
         
            
                Chromebook
            
            
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| Audience
        Companies that want to onboard clients better
         | Audience
        Companies of all sizes searching for an advanced Customer Onboarding solution
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| Support
            
                Phone Support
            
            
         
            
                24/7 Live Support
            
            
         
            
                Online
            
            
         | Support
            
                Phone Support
            
            
         
            
                24/7 Live Support
            
            
         
            
                Online
            
            
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| API
            
                Offers API
            
            
         | API
            
                Offers API
            
            
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| Screenshots and Videos | Screenshots and Videos | |||||
| Pricing
        No information available.
        
        
     
            
                Free Version
            
            
         
            
                Free Trial
            
            
         | Pricing
        $20 per month
        
     
            
                Free Version
            
            
         
            
                Free Trial
            
            
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| Training
            
                Documentation
            
            
         
            
                Webinars
            
            
         
            
                Live Online
            
            
         
            
                In Person
            
            
         | Training
            
                Documentation
            
            
         
            
                Webinars
            
            
         
            
                Live Online
            
            
         
            
                In Person
            
            
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| Company InformationGuideCX Founded: 2017 United States www.guidecx.com | Company InformationPrecursive United Kingdom www.precursive.com | |||||
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| 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
            
            
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| Integrations
            
                
    Salesforce
            
            
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