GUIDEcx Reviews & Product Details

GUIDEcx provides a great platform for managing tasks with cross-functional teams. It makes it easy to keep multiple client onboarding journeys organized and up to date. The extensive knowledge base allows for seamless self-service on the majority of questions and issues you may come across but their support team is always quick to respond to tickets as well. Review collected by and hosted on G2.com.

Minor performance issues like lag time when navigating from project to project, or the system logging you out mid task update. I understand that the new GUIDE 2.0 should address these issues. Review collected by and hosted on G2.com.

I love how GUIDEcx allows us to set customized onboarding journeys at the client level, based on their unique needs. Our journeys are very robust and involve a multitude of tasks that might need to be sequenced differently or managed by various parties, including external stakeholders. GUIDEcx helps us manage all of that seamlessly, letting us focus on providing a good customer experience without getting bogged down by the administrative tasks. I also appreciate the initial setup process, which was pretty easy once we ironed out the details. Plus, GUIDEcx integrates well with tools like Salesforce, HubSpot, and Slack, which our business relies on. Review collected by and hosted on G2.com.

We are still learning how to use it effectively in an external capacity, and so we primarily use it internally. We know there's a lot of functionality that we haven't tapped into yet. Review collected by and hosted on G2.com.

The ability to keep everyone, both internal and external, on the same page. We struggled for years to find an effective way to make sure everyone was on the same page and with GUiDEcx, we finally have the answer we've been looking for. The email reminders for tasks, the projected end date to keep everyone on track, it's simply perfect. I can't say enough positive things about this product and the team behind it. Review collected by and hosted on G2.com.

I won't be of much help for this part of the review since I currently only have positive things to say about GUIDEcx. I think like any tool, it's only as useful as you make it and this tool give us the ability to do everything we need to do for us and our clients. The only thing I would like to see is multi-factor authentication for logging in, just for security purposes. Review collected by and hosted on G2.com.

GuideCX checks a lot of critical boxes for scaling and improving an onboarding/implementation flow. It automates emails to customers, forces users to define every step of the onboarding process, allows for valuable insights into each project/template, and improves the work experience of the onboarding/implementation managers actually running the projects. Review collected by and hosted on G2.com.

Not a dislike, but it is a warning: if you have an onboarding flow that is not clearly defined and/or does not have an obvious flow to it, the set up can take some mental energy to complete; however it is absolutely worth the initial effort and teams will get this time back and much, much more as they continue along. Review collected by and hosted on G2.com.

GUIDEcx offers an amazing platform, which allows us to automate a tremendous amount of communication to clients, thus reducing work hours for our internal team members. And, it offers all this functionality while being super easy to use and understand.

With clearly set roles/permissions along with the details we build out in templates, we reduce the risk of human error and ensure compliance on our SOPs.

Implementation has been very easy so far, and I feel very supported by the GUIDEcx team with all of our questions.

I'm very excited to implement integrations across our other internal systems for consistency in reporting and transparency in project status. Review collected by and hosted on G2.com.

Sometimes, GUIDEcx can take a long time to load pages, especially for large projects. Review collected by and hosted on G2.com.

The team at guidecx is truly top notch from every angle. Their attention to detail, willingness to work with you, and quick thinking has made them an invaluable partner. Review collected by and hosted on G2.com.

There's not much to dislike besides that all the amazing new features that are coming down the pipeline aren't already available now! Review collected by and hosted on G2.com.

The UI is fairly intuitive and the functionality offers a lot for teams to stay organized and aligned with the customer Review collected by and hosted on G2.com.

There seems to be a few bugs in loading and using the UI from time to time Review collected by and hosted on G2.com.

We love the visibility and control that GuideCX provides for our internal team and our Customer to run projects on time, and know exactly what's up and around the corner to keep plugging away. Review collected by and hosted on G2.com.

I don't think there's anything in particular that's not to like about GuideCX! Review collected by and hosted on G2.com.

GUIDEcx has helped us move into the modern ages of onboarding new clients - with spreadsheets, post it notes and uncontrolled communication being a thing of the past. Through GUIDEcx we are able to manage projects with true colloboration with our clients, with each stakeholder able to see how a project is performing.

The implementation phase was really simple, with recipe builders for our integrations making life mega easy. The onboarding from GUIDEcx was truly fully supported to, with resource on hand to answer silly questions, assist with template creation and made sure we could use the software in a short period of time. Review collected by and hosted on G2.com.

At this point, we have so many positives around the GUIDEcx, there is not a lot to dislike. Review collected by and hosted on G2.com.

It has helped me to organize my projects and clearly define what needs to be done, who needs to do it, and when it needs to be done, without having to chase down any communication, as well as keeping all of that communication in one place. Once set up, it has been very easy to use and tweak as I improve our process, and Shaun at GUIDEcx as well as their support team have been quick to respond to any questions I've had. Review collected by and hosted on G2.com.

I wouldn't consider it a downside, just a necessity to be prepared for: depending on what kind of project(s) you have and the granularity of detail you have in your tasks, it can be a pretty lengthy job to get your schema set up. However, again, it is a necessary part of it, and while it can take some time, it is also helpful to look at your projects under a microscope to better define them and then tweak them. Review collected by and hosted on G2.com.