# GUIDEcx

> GUIDEcx is a Utah-based SaaS company that makes client onboarding and implementation software. Founded in 2017 by Peter Ord, the platform gives software vendors and their customers a shared, transparent view of every implementation project - tasks, timelines, owners and status - so new customers reach value faster. It has run more than 500,000 onboarding projects, integrates with over 1,000 apps including Salesforce and HubSpot, and repeatedly ranks No. 1 for client onboarding on G2. The company has raised $35 million across Series A and B rounds led by Sorenson Ventures and Meritech Capital Partners.

- **Founded:** 2017
- **Headquarters:** Draper, Utah, United States
- **Founders:** Peter Ord (Founder & CEO)
- **Team size:** Approximately 100-200 employees
- **Products:** GUIDEcx Client Onboarding Platform, Customer Portal, Integrations & API, AI features
- **Notable:** Named No. 1 in Client Onboarding on G2 across multiple seasons, Credited by G2 with helping create the 'Client Onboarding' software category, Completed 500,000+ client onboarding projects (250,000+ by its five-year mark)

## Products & services

- **GUIDEcx Client Onboarding Platform** — Cloud-based software to invite, guide and engage internal and customer teams through implementation projects, with task management, milestones, Gantt/timeline views and reusable templates.
- **Customer Portal** — White-labeled, login-optional portal and email-based updates that let clients see project status, progress and their own assigned tasks in real time.
- **Integrations & API** — Connections to 1,000+ applications including Salesforce, HubSpot, Slack, Jira, Gainsight and Zapier to sync customer and project data.
- **AI features** — AI that helps flag projects at risk of delay and drafts customer communications to speed up onboarding.

## Achievements

- Named No. 1 in Client Onboarding on G2 across multiple seasons
- Credited by G2 with helping create the 'Client Onboarding' software category
- Completed 500,000+ client onboarding projects (250,000+ by its five-year mark)
- Raised $35M total across Series A and Series B
- Series A ($10M) led by Sorenson Ventures in 2020
- Series B ($25M) led by Meritech Capital Partners in 2022
- SOC 2 Type II certified
- Reported customer outcomes including ~49% faster onboarding cycles and 55% faster time to value

## Latest updates

- **2024-01** — Rolled out AI features to flag at-risk projects and draft customer communications.
- **2022-02** — Raised $25M Series B led by Meritech Capital Partners; announced plans to expand integration partners.
- **2022-11** — Celebrated its five-year anniversary as the category creator in customer onboarding.
- **2020-11** — Raised $10M Series A led by Sorenson Ventures.

## Links

- Website: https://www.guidecx.com
- LinkedIn: https://www.linkedin.com/company/guidecx
- Twitter/X: https://twitter.com/guidecx
- YouTube: https://www.youtube.com/@guidecx
- Instagram: https://www.instagram.com/guidecx/
- Facebook: https://www.facebook.com/GuideCX/

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Profile page: https://yespress.io/guidecx
Published by YesPress — https://yespress.io
Last updated: 2026-08-06