About
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 500,000 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.
Products
1With GUIDEcx project and task management tools, you can organize work how you want, keep track of priorities, and effectively connect teams to get more done.
Recent News
How to Use MCP with the GUIDEcx API for AI-Powered Customer Onboarding
This article details how to leverage the GUIDEcx API for AI-powered customer onboarding, offering MSPs valuable integration possibilities for automation and enhanced client experiences with their existing RMM/PSA tools.
Read moreWhy Customers Churn During Onboarding, and How to Prevent It
This article discusses critical reasons for customer churn during onboarding and strategies to prevent it, providing valuable insights for MSPs focused on improving client retention and ensuring long-term satisfaction.
Read more10 Best Customer Onboarding Software for 2026
This article evaluates the top customer onboarding software platforms for 2026, providing insights for MSPs who are looking to optimize their own client onboarding processes or recommend tools to their customers.
Read moreIntroducing the State of Customer Onboarding in 2026: All New Report
This new report outlines key trends and changes in customer onboarding for 2026, including the impact of AI, offering valuable industry insights for MSPs to refine their client engagement strategies.
Read moreCustomer Onboarding is One of the Most Complicated Challenges in B2B
This article discusses the complexities of B2B software onboarding, potentially offering insights into how MSPs can improve their own client onboarding processes and manage customer expectations more effectively.
Read moreFounded
2017
Employees
52
Industry
Information Technology & Services
Headquarters
Lehi, Utah, United States
Focus Areas