I love how GUIDEcx allows us to set customized onboarding journeys at the client level, based on their unique needs. Our journeys are very robust and involve a multitude of tasks that might need to be sequenced differently or managed by various parties, including external stakeholders. GUIDEcx helps us manage all of that seamlessly, letting us focus on providing a good customer experience without getting bogged down by the administrative tasks. I also appreciate the initial setup process, which was pretty easy once we ironed out the details. Plus, GUIDEcx integrates well with tools like Salesforce, HubSpot, and Slack, which our business relies on.

GuideCX checks a lot of critical boxes for scaling and improving an onboarding/implementation flow. It automates emails to customers, forces users to define every step of the onboarding process, allows for valuable insights into each project/template, and improves the work experience of the onboarding/implementation managers actually running the projects.

The UI is fairly intuitive and the functionality offers a lot for teams to stay organized and aligned with the customer