GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting.
We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.
Pipefy is a workflow management software that makes business processes such as purchasing, onboarding, and recruiting hassle-free. By empowering non-technical workers to create and automate workflows without IT support, Pipefy enhances speed and delivers higher quality outcomes
Rocketlane - A collaborative customer onboarding platform
Kissflow - Kissflow is a workflow tool & business process workflow management software to automate your workflow process. Rated #1 cloud workflow software in Google Apps Marketplace.
monday.com - The most intuitive platform to manage projects and teamwork
Process Street - Create beautiful rich process documents in a simple to follow checklist format. Fast, free and incredibly simple to use.
ifttt - IFTTT puts the internet to work for you. Create simple connections between the products you use every day.
Now Platform - Get native platform intelligence, so you can predict, prioritize, and proactively manage the work that matters most with the NOW Platform from ServiceNow.