GUIDEcx

Overview

GUIDEcx is a customer onboarding and project management software platform that enhances the implementation process for businesses. Founded by Peter Ord, the platform addresses common challenges in onboarding by focusing on customer engagement through various communication channels, including portals, email, SMS, and mobile apps. The platform aims to streamline workflows, reduce churn, and improve team capacity with automation and collaboration tools.

With features such as intelligent task automation, Gantt and Kanban board project management, time tracking, advanced reporting, and robust communication tools, the platform supports over 1,000 application integrations. Users benefit from dedicated customer support—including training and personalized guidance—with a proven track record of over 300,000 completed projects, serving industries like SaaS, EdTech, and design agencies to accelerate time to value and operational efficiency.

Basic Information

Contact Details

• Phone: +1 801-455-5008
• Website: guidecx.com
• LinkedIn: linkedin.com/company/guidecx

Key Focus Areas & Initiatives

• Customer onboarding
• Client onboarding
• Project management
• Software implementation
• Customer success
• Customer experience
• Software development
• Churn prevention
• Resource management
• Customer onboarding communication tools
• Customer onboarding automation tools
• Role-based views
• Healthtech
• Integrations
• Services
• Customer onboarding software healthtech
• Edtech
• Customer onboarding task tracking
• Customer onboarding customer journey mapping
• Customer onboarding success
• Customer onboarding customer portal
• Customer onboarding customer success platform
• Customer onboarding process
• Customer onboarding analytics
• Customer onboarding templates
• Customer onboarding software edtech
• Customer onboarding risk management
• Management consulting services
• Customer onboarding customer engagement platform
• Process automation
• Onboarding efficiency
• Customer onboarding task automation
• Customer onboarding project templates
• Customer onboarding platform
• Customer onboarding workflow automation
• Professional services
• Customer onboarding software
• User experience
• Customer onboarding strategy
• Customer onboarding data integration
• Customer resources
• Customer onboarding optimization
• B2B
• Workflow management
• Task management
• Customer satisfaction
• Customer onboarding software saas
• Customer onboarding automation
• Customer onboarding project forecasting
• Mutual action plans
• Advanced reporting
• Customer onboarding customer feedback tools
• Customer communication
• Fintech
• Customer onboarding kpis
• Software as a service (saas)
• Digital transformation
• Customer onboarding checklist
• Time tracking
• Customer retention
• Customer onboarding best practices
• Automation
• Customer onboarding customer satisfaction metrics
• Customer onboarding customer retention strategies
• Customer onboarding workflow
• Customer onboarding software fintech
• Customer support
• Customer onboarding tools
• Customer engagement
• Customer onboarding software professional services
• Customer onboarding metrics
• Healthcare
• Finance
• Education
• Productivity
• Information technology & services
• E-learning
• Internet
• Computer software
• Education management
• Professional training & coaching
• UX
• Finance technology
• Financial services
• Health care
• Health, wellness & fitness
• Hospital & health care

Technologies Used

• AI
• Gmail
• Google Apps
• Remote
• Reviews
• Route 53
• Thinkific
• Vercel
• WP Engine

Affiliated Organizations & Regional Branches