GuideCX is a SaaS project-management platform that automates customer onboarding tasks, provides login-less customer portals, and integrates with 1,000+ apps. It streamlines implementation projects and customer success workflows.

GuideCX combines project management with customer onboarding capabilities, allowing teams to manage complex implementation projects with client collaboration. The platform features login-less customer portals using secure email verification, automated workflows, task dependencies, and extensive integrations. Administrator and project manager licenses are paid, while all other internal and external contributors receive free access. Online reviews consistently rate it between 4.6-4.7 stars across platforms.
Customer onboarding and project management platform
G2 Rating
Starting Price
Customer onboarding platform for HubSpot and Salesforce
Starting Price
Funding
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