Compare GUIDEcx and Planhat 
At a Glance
Market Segments
Mid-Market (52.4% of reviews)
Mid-Market (61.1% of reviews)
Entry-Level Pricing
Contact Us 4 Licenses +
Custom
GUIDEcx
Star Rating
(461)4.6 out of 5
Market Segments
Mid-Market (52.4% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us 4 Licenses +
Browse all 4 pricing plansPlanhat
Star Rating
(887)4.5 out of 5
Market Segments
Mid-Market (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Planhat excels in overall user satisfaction, reflected in its higher G2 Score compared to GUIDEcx. Users appreciate the intuitive interface that simplifies tracking customer health and managing accounts, making it a preferred choice for many.
- According to verified reviews, Planhat's implementation process is notably efficient, with users highlighting the customizable dashboards that provide clear visibility into customer data and renewal risks. This contrasts with GUIDEcx, which, while effective, has a more complex setup process.
- Users say that Planhat offers superior support, with specific praise for team members who provide timely assistance. In comparison, while GUIDEcx also receives positive feedback for its support, it does not match the level of personalized service reported by Planhat users.
- Reviewers mention that GUIDEcx shines in managing client onboarding journeys, allowing for customized workflows tailored to individual client needs. This feature is particularly beneficial for teams that require flexibility in their onboarding processes, although some users feel it can be overwhelming at times.
- Users highlight that while both platforms have strong project management capabilities, GUIDEcx stands out with its robust task management features that facilitate collaboration across teams. Planhat, however, is noted for its strong analytics capabilities, providing insights that help users make informed decisions.
- According to recent feedback, Planhat's focus on customer health metrics and risk visualization is a significant advantage for account management, whereas GUIDEcx's strength lies in its ability to automate onboarding processes, making it a great choice for companies looking to streamline their client engagement.
Pricing
Entry-Level Pricing
GUIDEcx
Premium
Contact Us
4 Licenses +
Premium includes Professional, plus:
- Custom Integration Builder (Native iPaaS Solution)
- Native Integrations: Gainsight, Jira, Slack, Zendesk
- Professional Services: Technical Integrations Assistance, Training, Template Audits (Full List Available)
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
GUIDEcx
Free Trial is available
Planhat
No trial information availableRatings
Meets Requirements
8.9
371
8.6
736
Ease of Use
8.9
373
8.3
744
Ease of Setup
8.5
239
7.5
501
Ease of Admin
8.9
231
8.2
446
Quality of Support
9.5
353
9.2
715
Has the product been a good partner in doing business?
9.5
232
9.3
442
Product Direction (% positive)
9.6
352
9.2
686
Features by Category
Sales Force Automation
Not enough data
8.4
28
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.2
28
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.5
25
Marketing Automation
Not enough data
7.3
27
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Customer Support
Not enough data
7.2
27
Not enough data
7.0
28
Not enough data
7.4
28
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.6
29
Not enough data
7.4
29
Not enough data
7.0
26
Mobile & Social
Not enough data
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Platform
Not enough data
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Integration
Not enough data
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Generative AI
Not enough data
7.0
18
Agentic AI - CRM
Not enough data
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Tasks
9.0
235
|
Verified
Not enough data
8.7
240
|
Verified
Not enough data
8.8
220
Not enough data
8.8
216
|
Verified
Not enough data
8.9
231
|
Verified
Not enough data
7.8
215
|
Verified
Not enough data
8.5
211
|
Verified
Not enough data
Feature Not Available
Not enough data
Projects
8.9
203
|
Verified
Not enough data
8.9
211
|
Verified
Not enough data
8.2
173
|
Verified
Not enough data
8.2
171
|
Verified
Not enough data
8.6
204
|
Verified
Not enough data
7.6
132
Not enough data
8.0
161
|
Verified
Not enough data
9.1
219
|
Verified
Not enough data
8.3
141
Not enough data
7.9
138
Not enough data
8.0
141
Not enough data
Resource Management
8.3
161
|
Verified
Not enough data
8.5
159
Not enough data
8.6
182
|
Verified
Not enough data
Project Monitoring
8.1
151
|
Verified
Not enough data
8.2
147
|
Verified
Not enough data
8.7
188
|
Verified
Not enough data
Generative AI
7.3
62
Not enough data
7.4
62
Not enough data
Agentic AI - Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Information
Not enough data
8.6
556
|
Verified
Not enough data
8.8
549
|
Verified
Not enough data
8.8
560
|
Verified
Not enough data
8.2
545
|
Verified
Not enough data
8.5
513
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Predictions
Not enough data
7.9
494
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Platform
Not enough data
8.3
545
|
Verified
Not enough data
8.1
517
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.5
496
|
Verified
Not enough data
8.2
521
|
Verified
Not enough data
8.6
518
|
Verified
Not enough data
8.8
508
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
518
|
Verified
Not enough data
8.8
521
|
Verified
Generative AI
Not enough data
6.1
170
Not enough data
6.2
173
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Behavioral Analytics - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Setup
8.8
107
Not enough data
8.9
109
Not enough data
8.8
116
Not enough data
8.6
120
Not enough data
Management
8.7
109
Not enough data
8.3
93
Not enough data
8.4
91
Not enough data
Generative AI
6.9
23
Not enough data
Agentic AI - Workflow Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
Not enough data
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Intelligence
Not enough data
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Mapping
Not enough data
6.9
84
Not enough data
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
7.0
17
7.2
122
8.0
17
6.8
102
6.3
15
5.7
97
8.1
14
6.2
93
8.3
17
7.1
108
Collaboration
5.9
13
6.5
103
6.4
12
6.3
100
9.8
16
8.0
124
8.9
16
8.0
139
8.4
16
7.3
104
8.1
14
4.7
85
Task Creation
9.0
155
Not enough data
8.8
161
Not enough data
8.6
148
Not enough data
8.0
146
Not enough data
Task Management
8.7
144
Not enough data
8.8
144
Not enough data
8.5
154
Not enough data
Feature Not Available
Not enough data
Generative AI
6.9
47
Not enough data
7.0
48
Not enough data
Onboarding Setup
8.5
185
8.6
252
9.0
200
8.1
256
8.6
186
8.6
258
Project Tracking
8.7
190
8.2
235
8.4
162
7.7
201
8.6
176
8.0
211
9.0
196
8.4
254
8.2
165
7.9
208
Customer Engagement
8.3
169
7.8
229
8.2
178
8.0
224
8.4
175
7.4
213
8.6
183
8.3
229
8.9
189
8.1
233
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
GUIDEcx and Planhat are categorized as Client Onboarding and Client Portal
Unique Categories
Reviews
Reviewers' Company Size
GUIDEcx
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
37.4%
Information Technology and Services
12.7%
Financial Services
6.8%
Automotive
5.9%
Telecommunications
4.4%
Other
32.8%
Computer Software
37.7%
Information Technology and Services
18.3%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.2%
Other
31.3%
Discussions
What is GUIDEcx used for?
1 Comment
👋O
GUIDEcx is a customer facing project management solution specialized to help increase engagement from teams and individuals participating in a project...Read more
GUIDEcx has no more discussions with answers
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
