GUIDEcx VS Rocketlane: Choosing The Best Client Onboarding Software

Need perfect client onboarding software? Explore our comparison blog of GUIDEcx and Rocketlane to decide which one aligns with your goals and processes.


October 16, 2023

Client onboarding software is like the behind-the-scenes champ, making sure businesses can smoothly switch to new tools and tech. There are a couple of big players in this field, GUIDEcx and Rocketlane, and they both have their own cool features.

We're gonna really get into the nitty-gritty of what these platforms can do and how they're keeping up with all the changes in client onboarding.

But before we get into all that, let's make sure we're on the same page about what client onboarding software really means in the world of B2B SaaS.

What Is Client Onboarding Software?

Client onboarding software is like the secret sauce for business success, seriously! It's the backbone of making customers happy. They streamline the implementation process, ensuring clients seamlessly transition into active users.

These platforms are designed to optimize workflows, enhance collaboration, and boost ROI, making them indispensable tools in the B2B SaaS industry. These tools aren't just fancy software; they're like magic wands for businesses.

The Key Difference Between GUIDEcx And Rocketlane

So, you've got GUIDEcx and Rocketlane; both are leaders in G2 in the client onboarding and project management category. Businesses of all sizes, especially in that mid-market sweet spot, are loving what they offer. And hey, the reviews? They're glowing.

Now, when you look under the hood, both platforms offer a bunch of similar tools: workflows, templates, checklists, you name it. They've got all the project management essentials covered, no doubt about it.

Difference Between GUIDEcx And Rocketlane

But here's where they start to diverge: GUIDEcx simplifies all those complicated implementations, onboarding, and sales processes. It doesn't just do it for your internal staff but also for your customers and any third parties involved. How? Through a user-friendly interface that not only tracks progress but communicates it meaningfully to everyone involved.

They're laser-focused on creating a super secure and user-friendly space for your clients. Think of it as your digital front door – it's all about creating a smooth, hassle-free experience for your clients.


Now, Rocketlane, on the other hand, is more than just a tool. It's like the Swiss Army knife of purpose-built software for customer onboarding, implementation, and Professional Services Automation. It's not just about welcoming clients; it's about collaboration and automation on a whole different level.  

And the benefits just keep rolling in. Rocketlane isn't just about making your life easier; it's about impressing your customers, keeping them engaged throughout the journey, and creating repeatable playbooks for success.


When it comes to what users are saying, GUIDEcx users are singing praises about its automated task updates and the nifty feature that lets you reuse project and document templates. Over at Rocketlane, users seem to be all smiles, too – no major complaints in sight, which says a lot about their satisfaction levels.

But here's the kicker: these platforms serve different needs. GUIDEcx is your go-to if you want a top-notch, client-focused platform. Rocketlane, on the flip side, is your powerhouse for all things project management, collaboration, and automation.

Now, as a savvy B2B Onboarding specialist, you might be wondering:

Which one suits my business needs better?

Are you after a streamlined, client-centric experience, or are you looking for a tool that does it all – from collaborating with your team to automating those pesky tasks?

The choice is yours, and it all boils down to what you value most in your client interactions and project management processes.

Is Rocketlane A True Client Onboarding Software?

Rocketlane is the real deal when it comes to client onboarding software! But here's the kicker – it's not just that. It's also a top-notch Professional Services Automation tool, and folks are absolutely loving it, especially with its impressive G2 rating of 4.8. It's making some serious waves in the world of B2B SaaS.

Rocketlane is all about taking care of those mid-sized businesses (more than half, 52.1% to be exact, are in that category). What sets Rocketlane apart is how it rolls everything into one neat package. It seamlessly blends project management, document collaboration, and communication all together.

And hold on, there's more! It also packs built-in resource management, time tracking, portfolio management, budgeting, and business intelligence features.

Basically, it's like having a super-powered Swiss Army knife for your business. It helps you plan for the future, keeps you in the loop on projects and what your customers are feeling, and supercharges your team's productivity.

If you're on the hunt for a client onboarding process that's smooth, user-friendly, and super task-focused, Rocketlane is the secret weapon you've been looking for to make your customers happy!

Is GUIDEcx A True Client Onboarding Software?

GUIDEcx is not far behind when it comes to client onboarding software. It might not have the highest G2 rating, but with a solid 4.7, it's definitely a player you should pay attention to. It's a big hit among mid-sized businesses, with almost half of its users (49.4% to be exact) being from this group.

But that's not all! GUIDEcx goes the extra mile. It helps you make customer onboarding a breeze. You can create this master implementation and onboarding project plan that's like a blueprint for success. The best part? You can customize it and keep it as a template for future projects, saving you tons of time and effort.

And here's the real game-changer: GUIDEcx automates project updates and reminders. No more drowning in manual processes! Plus, it seamlessly integrates with your current systems. It ensures that data flows smoothly between GUIDEcx and all your other important applications.

The result? You'll be raking in revenue faster than ever before. You can manage more projects effectively, and most importantly, you'll deliver value to your customers in record time. It's like turbo-charging your business processes!

How To Choose Between GUIDEcx And Rocketlane?

Choosing the right platform boils down to your specific business requirements. Here are the key factors to consider:

1. Ease Of Use:

Both platforms aim for user-friendliness, but your team's preferences matter.

  • Do you prefer a straightforward interface that requires minimal training?
  • Are your team members tech-savvy and open to exploring more advanced features?
  • How important is a smooth onboarding experience for your customers?

2. Product Functionality:

Consider your specific onboarding needs.

  • Do you require robust project management tools for tracking progress?
  • How important is customization of the onboarding process to match your unique requirements?
  • Are you seeking integration capabilities with other software your business uses?
  • What level of reporting and analytics do you need to monitor onboarding performance?

3. Pricing:

Budget considerations are crucial.

  • Can your budget accommodate the cost of Rocketlane, which is priced at $49.00 per month?
  • Are you open to trying GUIDEcx's free trial to gauge its suitability without immediate financial commitment?
  • What is the long-term cost projection for each platform, factoring in any additional fees or scaling costs?

4. Future-Proof:

In the ever-evolving landscape of B2B SaaS, scalability and adaptability are paramount. Ensure the chosen platform can grow with your business.

  • How well does each platform accommodate scalability as your customer base and onboarding need to expand?
  • Does the platform have a track record of adapting to industry trends and technological advancements?
  • What kind of support and updates does each platform offer to ensure it remains relevant in the future?

Evaluating GUIDEcx And Rocketlane Step-by-Step

Alright, let's break down GUIDEcx and Rocketlane step by step:

1. Ease Of Use:

When it comes to how easy they are to use, Rocketlane has a slight edge, according to user feedback. It earns a solid 9.2, ensuring that users can glide through the platform effortlessly. GUIDEcx, while still user-friendly with a rating of 9.0, might require a bit more effort during the initial setup phase, as it received an 8.6 for ease of setup.

What's Missing?

Now, let's talk about something else in the mix. CogniSaaS, with its 8.3 Ease of Use rating, might not top the charts here, but it makes up for it with an outstanding Quality of Support at 9.0. Unlike GUIDEcx and Rocketlane, CogniSaaS offers effortless visibility, giving businesses a complete picture of scenarios for better decision-making.

Its smart dashboard automatically highlights critical client progress and issues, letting your team focus on important matters without getting bogged down by routine tasks.

2. Product Functionality:

Both GUIDEcx and Rocketlane offer a wide range of functionalities. They cover tasks, project management, administrative tools, and resource management. GuideCx stands out with advanced features like task dependencies, mass updates, and drag-and-drop functionality, making task management a breeze.

Meanwhile, Rocketlane excels in detailed project tracking, including content tasks and customer engagement features like branded portals and collaboration tools.

What's Missing?

Now, here's where CogniSaaS steps in. It provides seamless visibility at various levels, helping you track tasks, use cases, modules, projects, and clients. It notifies you when clients, projects, or use cases deviate from the planned progress, ensuring you stay in the loop.

Moreover, it streamlines customer-centric prioritization by automating onboarding with templates, enabling you to track customer business outcomes and giving leadership teams visibility of revenue impacts.

3. Pricing:

When it comes to pricing, GUIDEcx offers a free trial, letting you explore its features without any upfront financial commitment. Rocketlane, priced at $49.00, justifies its cost with its advanced functionalities, making it an attractive choice for businesses seeking comprehensive solutions.

What's Missing?

Guess what? CogniSaaS also offers a free trial, giving businesses the chance to explore its features without an immediate financial commitment. Its unique feature, revenue risk mitigation, simplifies customer-focused prioritization, offering practical insights to expedite revenue recognition.

4. Future-Proofing Your Decision:

Both GUIDEcx and Rocketlane show promise for the future. GUIDEcx hints at growth potential in time tracking, showing revenue insights, especially in its project management features. Rocketlane, with its robust project monitoring capabilities, is well-prepared to meet the evolving needs of businesses in the ever-evolving world of B2B SaaS.

What's Missing?

CogniSaaS takes future-proofing to the next level with customer-centric prioritization. It ensures your business evolves strategically by automating onboarding with templates for projects, tasks, and use cases, tracking customer business outcomes, and giving leadership teams visibility of revenue impacts.

Furthermore, it enables seamless cross-functional collaboration with customers, allowing updates via magic links and providing customers with dedicated portals for project oversight.

Final Verdict:

In the complex arena of B2B SaaS, both GUIDEcx and Rocketlane stand as strong contenders, each bringing distinct advantages to the table.

So, which one should you choose?

  • If you're all about comprehensive project management, Rocketlane might be your go-to choice. It meticulously tracks projects and engages customers effectively through detailed tasks and branded portals, all neatly packed in a user-friendly interface for $49.00.
  • For those eyeing growth potential, GUIDEcx is a strong contender. Its advanced features, like task dependencies and mass updates, enhance task management. Plus, they offer a risk-free trial, allowing you to explore their capabilities.
  • Now, if you want an all-encompassing solution, a single source of truth, consider CogniSaaS. It takes cross-functional collaboration to the next level with a single-click view of revenue at risk, offers effortless visibility across various levels, and excels in customer-centric prioritization. Its emphasis on intelligent automation and in-depth insights makes it perfect for businesses aiming to shine in the competitive landscape.

In the end, the decision boils down to aligning the advanced functionalities of these platforms with your unique business needs. Choose the platform that resonates with your objectives and sets the stage for enduring success in the competitive landscape of B2B SaaS. Remember, your choice today lays the foundation for your future endeavors, so make it wisely.

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