Customer Onboarding Software

GUIDEcx vs Rocketlane

Compare GUIDEcx and Rocketlane side-by-side. See feature differences and pricing in the Customer Onboarding Software category.

GUIDEcx

by GUIDEcx

No reviews yet

Pricing: Quote only: Starter, Premium and Advanced are each priced after a sales demo, with no trial. Every plan includes unlimited projects and unlimited customers.

GUIDEcx is client onboarding software for B2B implementation teams, with shared project plans, a no-login customer portal and CRM-triggered automation.

17 /18 features Full profile

Rocketlane

by Rocketlane

No reviews yet

Pricing: Standard $49 and Premium $69 per team member a month, billed annually, 5-member minimum; Enterprise by quote; trial available.

Rocketlane is customer onboarding and PSA software for implementation and services teams, with a branded portal where clients see tasks and approve work.

18 /18 features Full profile

Feature Comparison

Customer Onboarding Software features side-by-side

Feature	GUIDEcx 17/18 features	Rocketlane 18/18 features
Onboarding project templates Reusable plans with phases, tasks, owners and durations applied to new customers.	Yes	Yes
Customer-facing project portal Branded space where the customer sees tasks, timeline and status without a vendor login.	Yes	Yes
Tasks assigned to customer contacts Customer-side tasks with owners, due dates and reminders sent to their email.	Yes	Yes
Task dependencies and milestones Tasks that unlock in sequence and milestones that mark phase completion.	Yes	Yes
Automated status updates Scheduled or triggered progress emails to customers and internal stakeholders.	Yes	Yes
Intake forms and data collection Forms that gather requirements or credentials and store answers on the project.	Yes	Yes
Time-to-value and go-live reporting Reports on days to launch, overdue tasks and where projects stall.	Yes	Yes
Resource and capacity planning See implementation staff workload and assign projects by availability.	Yes	Yes
Time tracking on projects Log billable and internal hours against tasks or projects, with reports by customer.	Yes	Yes
CRM deal-to-project handoff A closed-won deal in the CRM creates the onboarding project with its data.	Yes	Yes
Magic link access for customers Customers open their portal from an emailed link without creating a password.	Yes	Yes
Document collaboration and approvals Shared documents edited together and formal sign-offs recorded inside the project.	No	Yes
Gantt and timeline views Project timeline view with drag-to-reschedule and dependency lines.	Yes	Yes
Onboarding satisfaction surveys Survey sent at milestones or go-live with scores stored on the project.	Yes	Yes
Shared inbox and chat per project Conversations with the customer kept within the project record.	Yes	Yes
Custom fields and project views Admin-defined fields and saved filtered views across projects.	Yes	Yes
Onboarding automation rules Rules that create tasks, change owners or send messages on project events.	Yes	Yes
Onboarding alerts in Slack and Teams Task completions, overdue items and customer replies posted to Slack or Microsoft Teams channels.	Yes	Yes
Overall Rating	No reviews yet	No reviews yet

GUIDEcx 17/18 features

Onboarding project templates: Yes
Customer-facing project portal: Yes
Tasks assigned to customer contacts: Yes
Task dependencies and milestones: Yes
Automated status updates: Yes
Intake forms and data collection: Yes
Time-to-value and go-live reporting: Yes
Resource and capacity planning: Yes
Time tracking on projects: Yes
CRM deal-to-project handoff: Yes
Magic link access for customers: Yes
Document collaboration and approvals: No
Gantt and timeline views: Yes
Onboarding satisfaction surveys: Yes
Shared inbox and chat per project: Yes
Custom fields and project views: Yes
Onboarding automation rules: Yes
Onboarding alerts in Slack and Teams: Yes

No reviews yet

Rocketlane 18/18 features

Onboarding project templates: Yes
Customer-facing project portal: Yes
Tasks assigned to customer contacts: Yes
Task dependencies and milestones: Yes
Automated status updates: Yes
Intake forms and data collection: Yes
Time-to-value and go-live reporting: Yes
Resource and capacity planning: Yes
Time tracking on projects: Yes
CRM deal-to-project handoff: Yes
Magic link access for customers: Yes
Document collaboration and approvals: Yes
Gantt and timeline views: Yes
Onboarding satisfaction surveys: Yes
Shared inbox and chat per project: Yes
Custom fields and project views: Yes
Onboarding automation rules: Yes
Onboarding alerts in Slack and Teams: Yes

No reviews yet

Pricing

GUIDEcx

Quote only: Starter, Premium and Advanced are each priced after a sales demo, with no trial. Every plan includes unlimited projects and unlimited customers.

See all plans

Rocketlane

Standard $49 and Premium $69 per team member a month, billed annually, 5-member minimum; Enterprise by quote; trial available.

See all plans

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