GuideCX

GuideCX is a developer of a project platform for customer onboarding, task management, and product management. The platform offers task automation, transparent project views, and access to tasks and status updates through the portal, email, and mobile application to give clients visibility into projects.

The company was founded in 2017 by Peter Ord and Todd White and is headquartered in Lehi, Utah. Customers of GuideCX have included Epion Health, NeoGov, AgriSync, Alleva, Kount, InTempo, and G&A Partners.

The GuideCX platform is a client onboarding project platform developed to deliver projects fast and with fewer issues. Templates are used for specific projects, and the templates are based on the client's needs and are customizable for different types of onboarding. The platform allows the user to invite all stakeholders to a project, including third-party vendors, with the user only needing to pay for licenses for their people. The users are guided through tasks, and they go through an automated process that includes reminders and updates. GuideCX can analyze project trends, identify bottlenecks, and accelerate project performance.

GuideCX's platform has over one thousand integrations to increase automation and help users keep projects simple. Some of the integrations include Salesforce, HubSpot, Gainsight, Slack, and Zapier.