Audience
Companies that want to onboard clients better
About GuideCX
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!
Other Popular Alternatives & Related Software
HyperVerge
Companies in Fintech, Crypto, Gaming, Edtech, BFSIs, Telecom, Marketplace etc use HyperVerge’s Identity Verification Platform for onboarding customers seamlessly, fraud checks, face authentication, age verification, document verification, eKYC and other services. HyperVerge currently helps clients onboard over 30 million customers every month (~3% of India’s population).
With just an ID and a Selfie, you can verify the identity of your customer in seconds. You can prevent fraud and ensure compliance with AML/KYC. Customer onboarding TAT can be reduced from several hours to just a few seconds.
With an accuracy of 99.5% (the highest among competitors) and 600+ million KYCs across 200+ countries since 2019, HyperVerge’s technology is built for scale. They work with SBI, LIC, Jio, Vodafone, Bajaj Finserv, L&T, Swiggy, WazirX, Coinswitch, Razorpay, ICICI Securities, SBI Cards, Grab, CIMB, FE Credit, Home Credit, and 100+ clients across 5+ geographies for their onboarding journeys.
Learn more
Veriam
Veriam brings access and subscriptions together in one simple, secure solution.
Our brand new platform makes it faster and simpler for SaaS providers to manage onboarding, access, contracting, renewals, and billing—all in one place.
How Veriam stands out
✔️ All-in-one platform: Manage access and subscriptions from a single platform, reducing admin and improving workflows.
✔️ Real-time updates: Access permissions update instantly as subscription changes happen—no delays, no downtime.
✔️ Self-service controls: Customers manage their subscriptions, profiles, and access settings, reducing support tickets.
✔️ One login for customers: No password fatigue. Customers only need a single login to access products, subscriptions, and data from any organization using Veriam.
✔️ Security & Compliance: Fewer tools, fewer points of failure. Veriam meets industry standards, ensuring customer data is handled securely and privately.
Try us out today!
Learn more
SkyPrep
SkyPrep is an intuitive online training software that helps organizations deliver, track, and optimize training to employees, customers, and partners with ease.
Whether you are looking to onboard employees, train customers on your products, or keep up with compliance requirements, SkyPrep makes learning easy and effortless with its fully customizable and intuitive platform, along with its best-in-class customer support.
Course delivery is quick and easy to set up by just dragging and dropping your content, and building the assessments that go with it. Everything is then tracked in real-time, and your users are self-guided with our automated emails and reminder system.
All user scores, progress reports, and how their time is spent are consolidated into reports available to access at any time. Certification is also automated for bookkeeping.
Other key features include Content Authoring Tool, Gamification, Knowledge Checks, AI-Like Chatbot, Skills Tracking.
Learn more
Coassemble
We are your first training platform for growing businesses.
We're also much more than an online training platform - we turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve, from beginning to end.
Our exceptional customer service team is led by some of the industry's best US-based training experts! We'll show you how every area of our platform has been built to mold around your employees, allowing you to design a structured, visually stunning training experience that captures your employees' attention.
With over 20+ course templates choose from, our incredible instructional designers have built a genuinely brilliant platform so you can create an excellent training course effortlessly.
Drop your content into our onboarding template, marketing plan template, or sales playbook template, for example, and get started straight away – it is that simple!
Learn more
Pricing
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
GuideCX
Founded: 2017
United States
www.guidecx.com
Videos and Screen Captures
Other Useful Business Software
AI-powered service management for IT and enterprise teams
Give your IT, operations, and business teams the ability to deliver exceptional services—without the complexity. Maximize operational efficiency with refreshingly simple, AI-powered Freshservice.
Product Details
Platforms Supported
Cloud
Training
Live Online
Webinars
Support
Online
GuideCX Product Features
Project Management
Client Portal
Customizable Templates
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Agile Methodologies
Budget Management
Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Resource Management
Time & Expense Tracking
Traditional Methodologies
