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What is GuideCX?

GuideCXĀ® 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 FastDox?

Customers can obtain essential documentation in mere minutes by either uploading or taking a photo of their confidential information, which can then be securely sent without delay. The platform allows for an unlimited number of document uploads, regardless of their size, offering the flexibility to send files anywhere and at any time. With features like automatic document alignment and edge cropping, businesses can enhance their service offerings and streamline the onboarding process for their clients. This innovative system handles all the heavy lifting, allowing your team to focus on delivering exceptional service. By alleviating administrative tasks, your staff can dedicate their time to expanding your customer base. Many of our clients have experienced a remarkable 35% boost in sales as a direct result of using our platform. Embrace a smarter work approach that significantly cuts labor costs and minimizes overall business expenses. FastDox not only slashes postage costs by an impressive 95% but also fosters customer loyalty, ensuring that clients return for future business. With these advantages, your organization can thrive in a competitive market.

Media

Media

Integrations Supported

Integrations Supported

WWS Open API

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Ā£40 per user

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

GuideCX

Date Founded

2017

Company Location

United States

Company Website

www.guidecx.com

Company Facts

Organization Name

FastDox

Date Founded

2018

Company Location

United Kingdom

Company Website

fastdox.co.uk

Categories and Features

Customer Onboarding

Not specified

Project Management

Client Portal
Customizable Templates
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management

Categories and Features

AML

Case Management
Compliance Reporting
Identity Verification
Transaction Monitoring

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Task Management
Territory Management

Customer Onboarding

Not specified

Digital Signature

Audit Trail
Authentication
Auto Reminders
Document Analytics
Mobile Signature
Progress Tracking
Task Progress Tracking

Document Collection

Not specified

Identity Verification

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Scoring
Lead Segmentation
Pipeline Management

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