GuideCX provides a SaaS client onboarding and project-management platform that keeps customers at the center of implementations by tracking progress, assigning tasks, delivering instructions, sending status updates and surfacing reports. The product supports interaction via a portal, mobile app or email and is designed to increase engagement and accelerate time to value. Since its inception in 2018, GuideCX says it has changed how companies approach implementations; in the second half of 2021, companies using GuideCX quadrupled their engagement rate with customers. GuideCX customers report improvements in team bandwidth, project duration and overall satisfaction. The company plans to add intelligent automation logic and to onboard hundreds of managed integrated partners, making its data available to CRMs, business intelligence systems, CSM solutions, support ticketing platforms, internal chat tools and more. GuideCX announced a $25M Series B to accelerate product development and expand its ecosystem. GuideCX is a purpose-built project management platform focused on onboarding new customers and keeping clients at the center of every project. The platform invites internal resources, customer teams and third-party vendors, and uses automated tasks, reminders and updates to guide each step. Users can interact via a portal, mobile app or email to complete tasks, view status, send updates and make notes. GuideCX says its product reduces time to go live and recognize revenue, lowers churn, increases trust and referrals, and improves Net Promoter Scores. The company describes itself as product-led and plans to further enhance and expand its vision to facilitate delivery of products and services that can’t go in a box. In the coming months GuideCX will release additional features for resource management and time tracking to better align companies and their customers on projects and implementations.

Total raised

$35M

Funding rounds

2

Latest round

Series B

Latest activity

Feb 2022