1. [Home](https://www.g2.com/) 2. ... 3. [Client Onboarding Software](https://www.g2.com/categories/client-onboarding) 4. [GUIDEcx Discussions](https://www.g2.com/products/guidecx/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_63aafb1b970a14f7a58d769ac3acf3ec/guidecx.png "Product Avatar Image") ](/products/guidecx/reviews) [ GUIDEcx ](/products/guidecx/reviews) (461)4.6/5 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. Show More * * * ### 75.0 Nps Score Already have GUIDEcx? ### All GUIDEcx Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 2 years ago More Options - [ # What is GUIDEcx used for? ](/discussions/what-is-guidecx-used-for) What is GUIDEcx used for? [ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Workflow Management Software ](https://www.g2.com/tags/workflow-management-software)[ Task Management Software ](https://www.g2.com/tags/task-management-software)[ project management software ](https://www.g2.com/tags/project-management-software) [ Client Portal Software ](https://www.g2.com/tags/client-portal-software) Show More * * * \<0\>0\>Upvotes 0 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+GUIDEcx+questions+and+get+answers+from+expert+users+in+our+GUIDEcx+Discussions+section.&title=GUIDEcx+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fguidecx%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=GUIDEcx+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fguidecx%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fguidecx%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=GUIDEcx+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fguidecx%2Fdiscuss%0aAsk+GUIDEcx+questions+and+get+answers+from+expert+users+in+our+GUIDEcx+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=GUIDEcx+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fguidecx%2Fdiscuss%0aAsk+GUIDEcx+questions+and+get+answers+from+expert+users+in+our+GUIDEcx+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/guidecx/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/60e03505add4710a556165952b3b78e8/guidecx.svg "Product Avatar Image") ### Have you used GUIDEcx before? Answer a few questions to help the GUIDEcx community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fguidecx%2Fdiscuss%3Fsmall_ask%3Dguidecx) No ## Top Contributors in GUIDEcx 1 ![👋Peter O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "👋Peter O.") 👋O Loading... ### [👋Peter O.](https://www.g2.com/users/af2709a3-7f7d-4cd3-9cc6-e399944ac19c "👋Peter O.") Founder 1 pt