GuideCX is a client onboarding and project management platform that keeps your clients at the center of every project by providing complete visibility into the work.

GuideCX was created by professionals in a number of industries who were similarly frustrated by the lack of solutions and automation in the ‘sale to implementation’ process.

GuideCX was founded in 2017 by Peter Ord. The company is headquartered in Draper, Utah.


GuideCX makes engagement a snap throughout the process by allowing organizations to track progress, make assignments, deliver detailed instructions, provide status updates and review reports on what is and isn’t working well across all projects.


GuideCX's system enables users to invite everyone to the project—internal resources, customer teams and third-party vendors, guide each step and stay on track with automated tasks, reminders and updates, engage teams by enabling them to interact with the project in the way they prefer.


GuideCX helps companies reduce the time it takes to go live and recognize revenue which results in reduced churn, increased trust levels, more referrals and increased Net Promoter Scores.


GuideCX is backed by Meritech Capital Partners, Sorenson Ventures, Epic Ventures, Album VC, Prelude, Orchard Ventures, and others. The company raised $25M in Series B round on Feb 03, 2022. This brings GuideCX's total funding to $40.3M to date.



  • Year founded: 2017
  • Funding Info: $40.3M over 4 Rounds (Latest Funding Type: Series B)
  • Yearly Revenue: NA
  • Employee Size: 51-200
  • Business Valuation: NA
  • City/Town: Draper
  • State: Utah
  • Country: United States
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