GUIDEcx is an intuitive onboarding solution that simplifies complex onboarding and implementation workflows. We are the world's leading client onboarding solution, with more than 250,000 projects successfully completed.

Our best-in-class customer onboarding solution will help your team improve efficiency, boost team capacity, and better manage internal resources.

Upgrade your first impression by onboarding customers faster and easier — every time. Unlike other project management tools, GUIDEcx is built to engage not only your internal team but any external custome, vendor, or third-party stakeholders without the need to sign in or create an account.

Superior value, paired with superior customer service

"The onboarding reps helped me set up my projects from the beginning, offering key insights into how to improve my process and apply their product most powerfully to my organization...Totally worth the investment."

- April L., VP of Client Experience

The GUIDEcx and HubSpot Integration

The GUIDEcx and HubSpot integration is intentionally designed to keep sales and onboarding teams on the same page.

Put the days of messy sales to onboarding handoffs behind you; automatically create and populate a live onboarding project for new customers, and keep HubSpot as the system of record by automatically pushing onboarding progress from GUIDEcx into HubSpot.

Your sales and customer success teams can quickly reference the GUIDEcx CRM card on the deal pages in HubSpot where they already spend time. This way, customer relationships stay strong throughout every new handoff because internal teams are on the same page.

Eliminate silos, boost cross-functional collaboration, and engage your customers without delay, all through the GUIDEcx and HubSpot integration.