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What is GuideCX?

GuideCX® serves as both a client implementation and onboarding platform, facilitating the invitation, guidance, and engagement of customers and internal teams through a clear process that maximizes value. Making a positive first impression is essential, as effective and transparent client onboarding plays a vital role in showcasing your organization in the best possible light. By ensuring a seamless transition for new clients, businesses can foster lasting relationships and trust from the very beginning.

What is Arrows?

Every customer has distinct goals and needs, making a uniform onboarding experience ineffective. With Arrows, you have the power to tailor, rearrange, and adjust tasks in your onboarding templates to suit each customer's unique situation. This adaptability guarantees that every onboarding journey is personalized and addresses specific requirements. You can easily delegate tasks to both your team and your customer's team, fostering clear accountability for each action item. Instead of continually nudging customers about outstanding tasks, let Arrows handle automated reminders, freeing your team to act as the strategic partner your customers seek. Move away from chaotic spreadsheets and adopt a cohesive internal dashboard that highlights customers with overdue or impending tasks, ensuring everything remains organized and easy to access. If you’re looking to automate the development of onboarding plans for each client or update the CRM upon reaching specific onboarding milestones, Arrows has the solution for you! To ensure everyone stays informed and aligned, a weekly email every Monday provides a summary of the current task status, keeping all stakeholders updated on progress and upcoming steps. This systematic approach fosters active engagement and collaboration throughout the onboarding experience, reinforcing a culture of transparency and teamwork.

Media

Media

Integrations Supported

Salesforce
Zapier

Integrations Supported

Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

GuideCX

Date Founded

2017

Company Location

United States

Company Website

www.guidecx.com

Company Facts

Organization Name

Arrows

Date Founded

2018

Company Location

United States

Company Website

arrows.to/features/

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

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