GUIDEcx

Spec sheet

Purpose

GUIDEcx is customer onboarding software that helps teams manage implementation projects and collaborate with customers through a shared workspace.Read 5 Oct 2026 · guidecx.com

Intended users

The product is aimed at teams running customer onboarding and implementation projects, including SaaS companies, EdTech providers, and design agencies.Read 5 Oct 2026 · guidecx.com

API

GUIDEcx offers an Open API for custom integrations, and its pricing page lists API access with Premium.Read 5 Oct 2026 · guidecx.com

Integrations

Listed integrations include Salesforce, HubSpot, Gainsight, Slack, Microsoft Teams, Jira, NetSuite, and Zendesk; Recipe Builder connects to other systems.Read 5 Oct 2026 · guidecx.com

Security

GUIDEcx states that it is SOC 2 compliant, uses data encryption, and supports SSO for Premium and Advanced users.Read 5 Oct 2026 · guidecx.com

Support

All tiers include in-app support tickets, while Premium includes live support chat and a named customer success manager.Read 5 Oct 2026 · guidecx.com

Headquarters

Draper, Utah, United StatesRead 28 Sep 2026 · guidecx.com

Founded

2017Read 28 Sep 2026 · guidecx.com

AI features

Its AI features include project risk scoring and mitigation plans, project performance recaps, and resource dispatching based on capacity and skills.Read 5 Oct 2026 · guidecx.com

Company history

GUIDEcx says Peter Ord founded the company in 2017.Read 5 Oct 2026 · guidecx.com

Customer access

Customers can access a responsive project portal through secure links without creating an account or logging in.Read 5 Oct 2026 · guidecx.com

Implementation

GUIDEcx says setup and onboarding take around 45 days on average, depending on implementation complexity.Read 5 Oct 2026 · guidecx.com

Mobile app

GUIDEcx offers iOS and Android apps for project collaboration, task updates, and alerts.Read 5 Oct 2026 · community.guidecx.com

Project management

The platform includes onboarding portals, task and email automation, project views, and forecasted end dates.Read 5 Oct 2026 · guidecx.com

Plans and prices

Every GUIDEcx plan and price →

Where Specifiction places it

• Client Onboarding Software#9 of 177.3
• Client Management software#20 of 277.3
• Customer Onboarding Software#24 of 317.4
• Customer Portal Software#29 of 317.4