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.
Updated 4 days ago by AI
With 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.
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 moreFounded
2017
Employees
52
Industry
Information Technology & Services
Headquarters
Lehi, Utah, United States
Focus Areas
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.
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 moreWhile a personnel announcement, the appointment of a new Director of Product could signal changes or new features in the GUIDEcx platform that could benefit MSPs by streamlining their client onboarding and implementation processes.
Read moreThis blog discusses the importance of customer onboarding. While not directly MSP-focused, the principles of effective onboarding are crucial for MSPs providing services to their clients, ensuring client satisfaction and retention.
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