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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

Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.

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

Companies that want to onboard clients better

Audience

B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration

Support

Phone Support Not 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 Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not 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 Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

GuideCX
Founded: 2017
United States
www.guidecx.com

Company Information

Valuecase
Founded: 2021
Germany
www.valuecase.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies
Clustdoc

Clustdoc

Clust Technologies

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

Calendly Not Supported
Google Docs Not Supported
Google Drive Not Supported
Google Forms Not Supported
Google Meet Not Supported
Google Sheets Not Supported
Google Slides Not Supported
HubSpot CRM Not Supported
Loom Not Supported
Make Not Supported
Microsoft Teams Not Supported
Pipedrive Not Supported
Salesforce Not Supported
Slack Not Supported
Typeform Not Supported
Vidyard Not Supported
Vimeo Not Supported
YouTube Not Supported
Zapier Not Supported
Zoom Not Supported

Integrations

Calendly Supported
Google Docs Supported
Google Drive Supported
Google Forms Supported
Google Meet Supported
Google Sheets Supported
Google Slides Supported
HubSpot CRM Supported
Loom Supported
Make Supported
Microsoft Teams Supported
Pipedrive Supported
Salesforce Supported
Slack Supported
Typeform Supported
Vidyard Supported
Vimeo Supported
YouTube Supported
Zapier Supported
Zoom Supported
Claim GuideCX and update features and information
Claim GuideCX and update features and information
Claim Valuecase and update features and information
Claim Valuecase and update features and information