--- title: GUIDEcx Reviews meta_title: 'GUIDEcx Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 462 reviews by the users' company size, role or industry to find out how GUIDEcx works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 462 scale: '5' date_modified: '2026-08-04' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # GUIDEcx Reviews **Vendor:** GuideCX **Category:** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding) **Average Rating:** 4.6/5.0 **Total Reviews:** 462 ## About GUIDEcx GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights. ## GUIDEcx Pros & Cons **What users like:** - Users appreciate the **ease of use** of GUIDEcx, enabling smooth navigation and efficient communication automation. (13 reviews) - Users value the **responsive customer support** of GUIDEcx, ensuring they feel supported throughout their implementation journey. (12 reviews) - Users praise **GuideCX** for enhancing onboarding efficiency and keeping all stakeholders informed and engaged throughout the process. (12 reviews) - Users find GUIDEcx's **ease of learning** exceptional, facilitating quick onboarding and seamless navigation for effective task management. (9 reviews) - Users value the **effective team collaboration** of GUIDEcx, enabling seamless communication and project management with clients. (9 reviews) - Users value the **automation capabilities** of GUIDEcx, significantly reducing administrative workload and enhancing client communication. (8 reviews) - Users love the **customization options** in GUIDEcx, enabling tailored onboarding processes and efficient project management. (7 reviews) - Implementation Ease (7 reviews) - Users value the **effective task management** in GUIDEcx, enhancing organization and communication throughout the onboarding process. (7 reviews) - Time-saving (7 reviews) **What users dislike:** - Users note a **steep learning curve** with GUIDEcx, requiring initial effort to navigate customization and setup effectively. (4 reviews) - Users experience **slow loading** times and occasional lags, affecting the efficiency of navigating through projects on GUIDEcx. (3 reviews) - Users experience **glitches and hiccups** with GUIDEcx, particularly with ticket creation and profile impersonation. (2 reviews) - Users note that the **complexity** of GUIDEcx's setup may require significant effort for those without a clear onboarding flow. (2 reviews) - Users experience **glitches** such as lag and unexpected logouts, affecting task updates and navigation efficiency. (2 reviews) - Users express concern over **missing features** currently available, leading to frustration about future updates and transparency. (2 reviews) - Data Deletion (1 reviews) - Deletion Issues (1 reviews) - Difficult Learning (1 reviews) - Difficult Setup (1 reviews) ## GUIDEcx Reviews ### 1. Simple & Logical **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2022 **What do you like best about GUIDEcx?** Internal and external views & emails are extremely helpful to drive action **What do you dislike about GUIDEcx?** I would like to see more flexibility on some of the email headers and "from" email addresses on certain update emails **Recommendations to others considering GUIDEcx:** This is a fantastic way to spin up an organized process without heavy integration work **What problems is GUIDEcx solving and how is that benefiting you?** We are solving the problem of managing the onboarding process in email/slack and we are ensuring the ball is passed to the correct parties for each step ### 2. Excellent software with even better support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2021 **What do you like best about GUIDEcx?** The automation and functionality of the application as a whole. Support is excellent and always provides solid answers or in rare cases willing to help find and provide solutions. **What do you dislike about GUIDEcx?** We don't currently have a customer view, which I understand to be in development currently. Being able to assign an external person as a secondary PM with lesser privileges than the internal PM. **What problems is GUIDEcx solving and how is that benefiting you?** Keeping track of current projects and having the automation help me communicate with our customer base. ### 3. GuideCX has helped us with implementations. **Rating:** 5.0/5.0 stars **Reviewed by:** Matt H. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2022 **What do you like best about GUIDEcx?** Ability to manage projects starting with a template. Easy to move tasks around and keep track of what is going on. Communicating with stakeholds is straightforward. **What do you dislike about GUIDEcx?** Nothing specific to dislike. Easy to get started and after our first year we're finding more uses for the tool. **What problems is GUIDEcx solving and how is that benefiting you?** Standardizing our project management has been the biggest problem solved. ### 4. Brought our company from 4 different applications to a single point. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2022 **What do you like best about GUIDEcx?** It's hard to tell what's best, but the ability to have more accountability for ourselves and customers is the most useful. **What do you dislike about GUIDEcx?** It is very overwhelming at first and can get complicated really quickly. Pay attention to the details to get the most out of the program. **What problems is GUIDEcx solving and how is that benefiting you?** Customer accountability and training instructions were what we were trying to fix. GuideCX has helped us accomplish that and keep all team members in the loop. ### 5. Amazing and Insightful **Rating:** 5.0/5.0 stars **Reviewed by:** Haven W. | VP of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2022 **What do you like best about GUIDEcx?** Elan and the onboarding team were so helpful and encouraging **What do you dislike about GUIDEcx?** Hope that Guide CX keeps growing and creates awesome features we can utilize in the future **What problems is GUIDEcx solving and how is that benefiting you?** The amount of time this will free up from our onboarding specialist is incredible and will allow them to work on other tasks. ### 6. Great Project Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2022 **What do you like best about GUIDEcx?** GuideCx is a great tool for Onboarding. It helps streamline your process with a Templated approach. It has been easy to modify and improve our process this way once we receive feedback. **What do you dislike about GUIDEcx?** There are small things here and there that take some getting used to as with most tools. I've found the dependencies cause some extra work from the PM at times. **What problems is GUIDEcx solving and how is that benefiting you?** Building a defined process for Onboarding that wasn't in place before. This way the Onboarding is consistent and can be improved iteratively. ### 7. I am new to GuideCX as of December 2021, and have enjoyed it so far! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2022 **What do you like best about GUIDEcx?** I love being able to communicate with clients through GuideCX. It holds everyone who is assigned to the project accountable. **What do you dislike about GUIDEcx?** I would say the GuideCX training was a little too vague, but I'm happy our CSM will continue to meet with me and teach me more about the software. **What problems is GUIDEcx solving and how is that benefiting you?** Automating our Onboarding / Implementation process which helps us reduce time to value ### 8. Far and above my favorite work application **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff P. | Implementation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2021 **What do you like best about GUIDEcx?** GuideCX has drastically improved our implementation process, allowing automatic prompting of our customers to continue with their next steps. Significantly reduced the number of emails that I need to send to customers and makes the ones that I do send much more meaningful and personalized. **What do you dislike about GUIDEcx?** At times GuideCX can load a bit slowly, however this is not generally a problem. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX has proven to be a force multiplier for our team. It allows one implementation manager to take on over twice the number of customers we were managing before. The project management aspect enables us to see where we are with each of our implementations quickly. At the same time, the reporting aspects allow us to easily show our progress, overall team workload, and what we have accomplished. ### 9. Good Product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2022 **What do you like best about GUIDEcx?** The tool is very easy to use and customizable. The integration team, mark Mitchell was very helpful and one other CSM named Jason was very helpful. **What do you dislike about GUIDEcx?** I have had good expeirence working with most of the CSM's but one CSM, Jenny we recently worked with was not very helpful and had all the other informaiton. **Recommendations to others considering GUIDEcx:** Yes **What problems is GUIDEcx solving and how is that benefiting you?** Project Management tool for us. **Official Response from Harris Clarke:** > It's great to hear GuideCX is very easy to use and customizable and I love knowing that Mark and Jason were great to work with. The entire team here works hard! It sounds like there was a miscommunication working with Jenny, which I would love to understand and resolve for you right away. Please reach out to us via email or directly in the app (chat icon in the bottom right) and we will jump on a call to resolve this for you. Thanks again! ### 10. Easy for customers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2021 **What do you like best about GUIDEcx?** It is really great that the system allows customers to interact with the product through their email. That way they don't have to sign in and it keeps them from getting confused. **What do you dislike about GUIDEcx?** Sometimes the system can be a bit confusing to set up projects. This has gotten easier over time as I've been working with GuideCX. **What problems is GUIDEcx solving and how is that benefiting you?** I love that it automates the implementation process! It really streamlines the process and gets customers engaged and able to work at their own pace. It is a time-saver, for sure! ### 11. Useful and easy to learn software for PM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2021 **What do you like best about GUIDEcx?** User-friendly interface, Customer support, Templates feature with all options like dependencies, task description and graphic design. **What do you dislike about GUIDEcx?** API limited capabilities. Also, when I create a Custom field, I wouldn't say I like that it is included in all projects of my whole organization. Customs fields created by me should have an impact only on projects of my team. | It would be good also to have variables that you can include in the task description of many templates. Later on, in case of changes, you have to adjust only variable container instead of all templates separately. Notifications should be more adjustable e.g. When I am the PM of the project, and I am the assignee of the task, I do not want to receive a notification email when I completed the task. Also, I wouldn't say I like the Project Action Items because: - there are no notifications concerning action items so how my colleague or myself should know that we have been assigned to action? - cannot see those actions under tab "Global Tasks". It would be awesome to see all project actions assigned to me in one place **What problems is GUIDEcx solving and how is that benefiting you?** First of all, we have managed to map our processes thanks to GCX Templates. We've created few templates where each template equals to separate project type. So it is very clear for employees and especially newcomers what are the next steps in the process and the dependencies between them. Secondly, it helps us to keep all projects up to date and manage them properly. It also helps to measure team bandwidth. **Official Response from Harris Clarke:** > We appreciate hearing you have had a user-friendly experience with our product and our team :) Thanks for using GuideCX! We're also glad GuideCX has helped you manage bandwidth and stay up to date while mapping your process and providing clarity for internal and external teams on next steps and dependencies. You're getting a lot done! Thank you for sharing some great feedback as well. We'd love to discuss in more detail (sharing trainings and upcoming product updates) whenever you can. Please reach out to us via the chat bubble in the bottom right corner of GuideCX to set up a time. In the meantime, you'll be happy to hear our API is constantly getting better and you can now manage custom fields directly from the API to create automation and save time. Merge Tags should be able to help serve the purpose of some of your variable needs in Templates where you want to insert a name or link, etc. Great thoughts on Action Items as well! The @mentions and bell notifications should help here to a degree. Our team will discuss this internally to continue to find ways we can create a great experience for you and your customers in GuideCX. Thanks again! ### 12. Best Project Management Software Ever **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2021 **What do you like best about GUIDEcx?** I love how flexible and user-friendly GuideCX is. Being able to see the entire project at once really helps me manage my time appropriately. Clients really appreciate that they can see the project as well and have commented on the easy-to-understand layout. I am currently using another product that is not at all as user-friendly. For one thing, everyone on my team sees something different when they use this product. GuideCX shows everyone the same view, all the time. I appreciate that because it's much easier to explain when everyone sees the same thing. **What do you dislike about GUIDEcx?** Haven't found anything to dislike after almost 2 years of using the software. I recommend it to people all the time because of how user-friendly and helpful it is. **What problems is GUIDEcx solving and how is that benefiting you?** Time management used to be an issue, but it no longer is. We have also found that allowing clients to see the progress of their projects has created more transparency and trust. Personally, I love knowing that everything I need to do in a day will be laid out in a step-by-step format that is simple to follow. ### 13. GuideCX for our business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2021 **What do you like best about GUIDEcx?** The support we had during implementation and continue to have as we are now live is excellent. We transitioned from spreadsheets to GuideCX for managing our clients as we prepare to scale the business. The GuideCX team is happy to jump on a Zoom and share a screen to help answer your questions. **What do you dislike about GUIDEcx?** It is hard to say right now, as we are still learning the platform. If we have a suggestion, they put a request in to the development team for a new feature. **What problems is GUIDEcx solving and how is that benefiting you?** We are trying to scale the business, and working on spreadsheets alone to manage all client details and team communications was no longer viable. So GuideCX is helping to consolidate and manage clients and communications, both internally and externally, in one spot. ### 14. Accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about GUIDEcx?** I like that everything can be in one place. I also like the search features have made it a great tool. It helps us track everything! Love it! **What do you dislike about GUIDEcx?** Everything little thing we didn't like, they fixed. **Recommendations to others considering GUIDEcx:** Trust the process, get through the short learning curve, enjoy the benefits! **What problems is GUIDEcx solving and how is that benefiting you?** Tracking all jobs, finding slow spots in our production and task completion, saving time by not haveing to hunt down a file in different offices and on different desks. Life changing! ### 15. GuideCX is the solution we have been looking for! **Rating:** 5.0/5.0 stars **Reviewed by:** Cody F. | ★ Owner – Operations & Event Management, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2021 **What do you like best about GUIDEcx?** I love the Intuitive interface, the ease of implementation, and the automation that has helped to dramatically increase our efficiency. I love that our customers now have additional transparency into our processes and know exactly what they need to do and when, to help keep the project on track. **What do you dislike about GUIDEcx?** There are no downsides. Simply the best tool in the space. **Recommendations to others considering GUIDEcx:** If you are considering a project management/client onboarding tool, GuideCX is the clear-cut leader and should be what you are comparing everything else to. The solution is the best out there and the price and terms are minimal when you look at the overall benefits and ROI. For us, it has paid for itself within month 1 of its use. **What problems is GUIDEcx solving and how is that benefiting you?** We are a medium-sized semi-custom home builder that has struggled with adopting and implementing tech solutions in the past and as a result, we have been slogging away with the same archaic processes and tools for 15+ years. GuideCX has changed things pretty dramatically for us, finally giving our customers insights into our building process that they have never had before. They know exactly what is expected of them and can see all of the work and each step of the building process that is happening throughout the build process. Some of the main benefits we have already seen within our first month are: Increased efficiency for internal processes, greater transparency for customers, increased accountability for internal teams and external customers, and increased efficiency that will help to cut down the length of time it takes for customers to make decisions and reduce our overall build time. **Official Response from Belle Ferro:** > Wow, thank you so much Cody for the kind words! We genuinely appreciate you and are so thankful that you like GuideCX. If there's anything you need from us, please don't hesitate to reach out! ### 16. GCX: The tool your OnBoarding team is missing **Rating:** 5.0/5.0 stars **Reviewed by:** Justin B. | Onboarding Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2021 **What do you like best about GUIDEcx?** 1. Ease of use 2. Build your onboarding process without being tied to a certain format 3. Give your clients a logical, coordinated path to success 4. Excellent support staff 5. Quick fixes if a bug or issue occurs (rarely) 6. Staff is VERY open to suggestions/feature requests **What do you dislike about GUIDEcx?** "Sort of" slow page loading (could be browser related) **What problems is GUIDEcx solving and how is that benefiting you?** Problems solved: Giving my clients a clear, ordered, step by step introduction to our products. ### 17. GuideCX review for managing projects. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2021 **What do you like best about GUIDEcx?** I like that it is easy to use and simple design that is not cluttered and too busy to figure out what is going on. It also allows us to communicate with other departments and bring them in on tasks that they may need to be on as well. **What do you dislike about GUIDEcx?** It does not really provide much value to my organization currently because we are unable to add html codes and scripts into tasks. This means we still need 2 different software platforms so therefore it is not saving that much time really. **Recommendations to others considering GUIDEcx:** Support was great when we were first onboarded, very helpful. **What problems is GUIDEcx solving and how is that benefiting you?** We are able to keep track of when a project is complete or if it is behind the due date very easily. This will translate into a smooth implementation process for our clients. This is important because without a smooth process in the beginning of the relationship that client is more likely to churn. **Official Response from 👋Peter Ord:** > Thank you for your review. We appreciate your feedback regarding HTML Code and Scripts within tasks. Hearing that you think GuideCX is "easy to use" with a "Simple design" that is "Not cluttered" is great. That means that your customers that you are serving through GuideCX feel the same. Keep the feedback coming! ### 18. Elegant Customer Onboarding Solution **Rating:** 5.0/5.0 stars **Reviewed by:** David P. | Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2021 **What do you like best about GUIDEcx?** Setting up templates and projects takes a matter of minutes (seconds when you become proficient). Customers can easily see what milestones have been completed and what tasks they are assigned. There are integrations with Jira and Salesforce, which makes sharing information across the organization very easy. **What do you dislike about GUIDEcx?** There are some features and functionality which may be missing from some of the incumbent PSA solutions, but they are catching up fast and adding new modules all the time. Plus, they are very open to feedback and suggestions. **Recommendations to others considering GUIDEcx:** Ask for a demo that includes getting started (set up), and you'll see just how easy it is to administer. **What problems is GUIDEcx solving and how is that benefiting you?** Getting new customers up and running on our software and solutions. Trying to maximize the time to value for our customers. ### 19. Client onboarding perfected **Rating:** 5.0/5.0 stars **Reviewed by:** Dave T. | Risk Management Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2021 **What do you like best about GUIDEcx?** I would boil down the best things about GuideCX into four main groups. 1) the way it helps our clients to be fully invested with onboarding them, 2) dramatic reduction in manual process/project management, 3) simplicity to learn and use, and 4) without question best support team possible. GuideCX is by far one of the best organizations I've had the pleasure of working with in my professional career and their software just keeps getting better and better. **What do you dislike about GUIDEcx?** Not so much a dislike as much as a wish. Love to see templates be more flexible in applying tasks and milestones individually. **What problems is GUIDEcx solving and how is that benefiting you?** Time saved internally by needing fewer manual status updates and meetings, our customers are happier and more engaged and just seems fewer balls get dropped. ### 20. GuideCX is the best thing since sliced bread! **Rating:** 5.0/5.0 stars **Reviewed by:** Alex O. | Vice President of Client Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2021 **What do you like best about GUIDEcx?** GuideCX makes our onboarding process streamlined and super easy. **What do you dislike about GUIDEcx?** There is absolutely nothing that I dislike. **What problems is GUIDEcx solving and how is that benefiting you?** We had problems getting each party involved in the onboarding process on the same page and important items were being missed. With GuideCX, these issues have all gone away. ### 21. It was a great experience onboarding with GuideCX **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2022 **What do you like best about GUIDEcx?** GuideCX allows for our company to enhance and automate our onboarding of clients. **What do you dislike about GUIDEcx?** Any issues we have found in the software has been rectified by the GuideCX team. **What problems is GUIDEcx solving and how is that benefiting you?** We are still fairly new to utilizing the software and have not begun to witness the benefits as of yet. ### 22. Customer service as exceptional as the product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2021 **What do you like best about GUIDEcx?** An 'Implementation Tool" for implementation teams is the best explanation! Their customer service is as fluid and reliable as the product itself! **What do you dislike about GUIDEcx?** Nothing to report at this time, may possibly have more insights as we use the product over an extended period of time. **What problems is GUIDEcx solving and how is that benefiting you?** We are currently using GCX to rebuild our entire implementation journey. In addition, we found we could use this to also help onboard new hires! ### 23. Share the implementation **Rating:** 4.0/5.0 stars **Reviewed by:** Seb C. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2021 **What do you like best about GUIDEcx?** The ability to share the implementation process with the customer. It is great to be able to assign pieces and tasks to them and have the feedback along the way when they get stuck. **What do you dislike about GUIDEcx?** Dependencies and changing tasks. Our implementation is not usually rigid, manipulating tasks with dependencies is a pain, some improvements to this would be greatly appreciated! **What problems is GUIDEcx solving and how is that benefiting you?** Reduction in implementation time due to decrease of manual email and communications with the customer through the onboarding process. ### 24. Guide CX will guide you to success **Rating:** 5.0/5.0 stars **Reviewed by:** Zachery R. | Technical Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2021 **What do you like best about GUIDEcx?** Very attentive during the onboarding process and early stages of deployment. Very easy to use for keeping track of implementation tasks as well as collaborating with different departments while implementing new clients. **What do you dislike about GUIDEcx?** I don't like change but they made it as painless as possible **What problems is GUIDEcx solving and how is that benefiting you?** Implementation of new clients. Keeping track of progress and collaboration across departments. ### 25. GuideCX makes on-boarding easy for customers **Rating:** 5.0/5.0 stars **Reviewed by:** Ben W. | Manager of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2021 **What do you like best about GUIDEcx?** The customer has actionable steps to take without requiring hand-holding from our team. **What do you dislike about GUIDEcx?** Nothing, really. It's been really helpful for our team! **Recommendations to others considering GUIDEcx:** Make sure you present your various onboarding processes before you make a buying decision. They will likely be able to explain how your use cases can be satisfied by different features or "templates." **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX brings scalable visibility to our on-boarding team. We have where our customers get "stuck" in their onboarding process. ### 26. Fantastic Onboarding Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2021 **What do you like best about GUIDEcx?** I love the fact that this Project Management tool is Onboarding specific! Also, being able to invite customers to be a part of the process and assign them tasks is huge. I can honestly say that this software is pivotal to our business. **What do you dislike about GUIDEcx?** Being a newer company, there are little quirks here and there in the UI flow, but their customer support is top notch, and they help with these right away. **What problems is GUIDEcx solving and how is that benefiting you?** We are more organized and completing tasks more efficiently by being able to auto-assign tasks when task requirements are met. ### 27. Collaborative Work **Rating:** 4.5/5.0 stars **Reviewed by:** Tom W. | Software Support Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2021 **What do you like best about GUIDEcx?** The best aspects are the automated email task reminders, tailoring the projects with nonrestrictive dependencies, and great flexibility. **What do you dislike about GUIDEcx?** After seeing the demo of the next release, there is not much to dislike. **What problems is GUIDEcx solving and how is that benefiting you?** The main benefit that we see is allowing us to provide transparency with the customer; it creates less work as you can see exactly where the project is at and what task is active. ### 28. Great product, great support! **Rating:** 5.0/5.0 stars **Reviewed by:** Naomi W. | Implementation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2021 **What do you like best about GUIDEcx?** The ease of product use. GuideCX is a pretty powerful product without getting too in the weeds or complicated. **What do you dislike about GUIDEcx?** Not necessarily dislike, but I wish there were more robust ways to do bulk edits/global changes. **What problems is GUIDEcx solving and how is that benefiting you?** I am solving some issues with organization, keeping customers on task, and having an easy way to show the overall project plan. GuideCX is already helped in this regard SO much! ### 29. GuideCX creates efficiencies **Rating:** 5.0/5.0 stars **Reviewed by:** Beau J. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2021 **What do you like best about GUIDEcx?** GuideCX has been instrumental in streamlining the integration process of our applications for our partner clients. Knowing where they are in the process and the ease of creating blocking point dialogue has been fantastic. **What do you dislike about GUIDEcx?** There was a learning curve to onboarding our partners in the system but that was made easy with the training and support GuideCX provides. **What problems is GUIDEcx solving and how is that benefiting you?** We were solving the communication gap on integrations and touchpoints on where our partners are in the process of implementation. ### 30. Director, Customer Success & Strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Shannan S. | Director, Customer Success & Strategy AMER & EMEA, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2021 **What do you like best about GUIDEcx?** Everything! GuideCX has changed the way we manage implementations and communicate with the customer. It is a game changer! **What do you dislike about GUIDEcx?** Too many wins with GuideCX! I would never go back to what we were doing before! **Recommendations to others considering GUIDEcx:** You won't regret it! **What problems is GUIDEcx solving and how is that benefiting you?** With GuideCX we are able to be transparent with both our deliverables and those of the customer. A major benefit is that we can identify risks faster, and help product make needed updates that support the customer. ### 31. Easy to use product. Great to work with. **Rating:** 5.0/5.0 stars **Reviewed by:** Emilee K. | Director of training, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about GUIDEcx?** Anytime I have a question the team is really helpful with getting back to me. **What do you dislike about GUIDEcx?** We love all aspects of the software so far. We are looking forward to some stats. **What problems is GUIDEcx solving and how is that benefiting you?** We can engage our clients in the training process so that they can keep track of things they need to do and executives can manage teams to make sure they get the things they need to get done before going live with our product. ### 32. Great onboarding tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Vincent M. | Onboarding Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2021 **What do you like best about GUIDEcx?** - Can send notifications by using @ - Great interface - Awesome people (intro, onboarding training and support) **What do you dislike about GUIDEcx?** - Would be great if a user can do a little bit of customization in a project (custom colors in milestone, hide some tabs like billable rates, set some defaults for collapsing tabs, can edit the subject lines **What problems is GUIDEcx solving and how is that benefiting you?** The client can view the updated onboarding process from their end. Internally, managers can view and check the status of each site/project without asking us. ### 33. New to role, new to GuideCx **Rating:** 5.0/5.0 stars **Reviewed by:** Ann M. | Head Of Implementation, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2021 **What do you like best about GUIDEcx?** GuideCx is agile and user-friendly. Being new to my role and learning all new software, GuideCx was easy to use and intuitive. The support from Jason has been phenomenal during our team refresher training and 1:1's. **What do you dislike about GUIDEcx?** Not that I dislike anything but being a project manager QI is imperative. I would like the reporting capabilities to go beyond 180 days and show Y/Y. **What problems is GUIDEcx solving and how is that benefiting you?** We are tightening up our turnaround time! **Official Response from 👋Peter Ord:** > Ann, Thank you for your review and for being a GuideCX user! Great news on your reporting request. Soon we will be launching the ability for you to create your own reports within our application. Stay tuned! In the meantime, if you have Hubspot, Salesforce, a Reporting (BI) Dashboarding tool, or are a Zapier user... our API is incredible in its ability to allow your data to be actionable in other systems. ### 34. Easy to Use Project Management Tool for Software Implementations **Rating:** 5.0/5.0 stars **Reviewed by:** Michael G. | Implementation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **What do you like best about GUIDEcx?** GuideCX makes it easy to invite collaborators to projects, including both colleagues and customers. **What do you dislike about GUIDEcx?** I would like to see additional reporting options, such as reports on specific tasks across projects. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX helps us stay on track during the implementation process by keeping track of upcoming tasks and sending reminders to the appropriate stakeholders. ### 35. Great sales process **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2021 **What do you like best about GUIDEcx?** The process for selling the product to our company was really efficient whilst remaining very human. The team have designed a process that allowed us to answer all our questions and understand the product before we committed to purchase. We never felt pressured and I was really impressed by how they took the time to understand our business and why GuideCX would be a good fit for us. **What do you dislike about GUIDEcx?** I initially wanted a trial without the need for a meeting and was initially frustrated that I had to book a meeting to access the trial, however, the whole trial was so well managed that it ended up saving me a lot of time. **What problems is GUIDEcx solving and how is that benefiting you?** We have not started using the product yet, however, we believe that it will really help us to improve our customer experiences whilst reducing inefficiencies within our team. ### 36. Great Onboarding Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Marc W. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2021 **What do you like best about GUIDEcx?** GuideCX has a great team, and are very easy to work with. They work well for those of us who do onboardings for a living, vs an internal project tool like Asana or Monday **What do you dislike about GUIDEcx?** N/A. GuideCX has been great to work with, and I have no issues. **What problems is GUIDEcx solving and how is that benefiting you?** Customer onboarding process and project management ### 37. Intuitive and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2020 **What do you like best about GUIDEcx?** The work flow and communication channels are excellent. It speeds up our onboarding time significantly which means we can bill faster, increase onboarding capacity/sell more, and our consumers are happier with the experience. The platform is sensible and authentic, not gimmicky. It easy to use and can be plug and play or highly customizable. Our customer success team and clients thank you. They not only built a product for their customers, but their customers' customers. **What do you dislike about GUIDEcx?** No dislikes yet. Just a starter on the platform. **What problems is GUIDEcx solving and how is that benefiting you?** Increased ability to understand our true onboarding potential. We back in our onboarding capabilities with hiring our sales staff. We've been able to ramp up sales efforts with onboarding times decreasing. ### 38. A significant level up for our Onboarding Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Mike F. | Senior Onboarding Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2021 **What do you like best about GUIDEcx?** Guide CX provides our clients with an accessible, efficient onboarding experience while taking a significant load off of our Onboarding team. We're scaling quickly, and our onboarding team has doubled their Project load while providing a better experience than we ever had before! **What do you dislike about GUIDEcx?** While the platform is generally straightforward to use, some of our clients have trouble with registration. There are limitations with Task management, It would be great to have Task + Milestone level templates and the ability to inject these templates into existing projects. **What problems is GUIDEcx solving and how is that benefiting you?** Scalability + Merchant Experience. Our onboarding team has doubled their Project load while providing a better experience than we ever had before! ### 39. Working with Dani at Guide CX has been a great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan S. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2021 **What do you like best about GUIDEcx?** The sales and onboarding process was great and no pressure. **What do you dislike about GUIDEcx?** There was nothing I disliked about the experince. **What problems is GUIDEcx solving and how is that benefiting you?** We are having issues with making sure all projects are covered with onboarding. ### 40. Great Tool for Organizing the Onboarding Process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about GUIDEcx?** The ability to build, organize, and customize milestones and tasks to ensure no step in the process is missed. **What do you dislike about GUIDEcx?** When you copy/paste, formatting doesn't stay. **What problems is GUIDEcx solving and how is that benefiting you?** We're new to GuideCX, but the goal is to streamline and speed up our internal onboarding process. We'll know more once we really start using the product. ### 41. Smooth Browsing on GuideCx **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2021 **What do you like best about GUIDEcx?** Lesser "action steps" and fast processing time. **What do you dislike about GUIDEcx?** Before the improvements, more and unecessary "action steps" and longer processing time. **What problems is GUIDEcx solving and how is that benefiting you?** Creation of Project. Flexibility of GuideCx. ### 42. Great Idea and a Problem many SaaS companies have **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2021 **What do you like best about GUIDEcx?** The idea of it was great (and needed for us) but the actual product did not meet expectations. We ended up using Hubspot to manage this process and leveraging their workflow automation. **What do you dislike about GUIDEcx?** We canceled and our data was still used to send emails to our customers, which created a lot of confusion because this was months/years after the onboard. This happened multiple times after we canceled but was finally resolved. We understand it's tough for startups to get these things right early on and the team was finally able to stop it. **What problems is GUIDEcx solving and how is that benefiting you?** We wanted to make a more streamlined and connected onboarding process **Official Response from Harris Clarke:** > We greatly appreciate you sharing your feedback and we're sorry the experience did not meet your expectation. We are committed to earning an opportunity to work with you and your team again! As mentioned, the issue you described was resolved (the email sent to your customers was a "Your project is done!" notification), and since then we have added enhancements to prevent that from happening again. Please feel free to reach out directly as well. Thanks again! ### 43. GuideCX is our GoTo Project Management Tracking Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen K. | Sr. Director, Implementation Project Management, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2021 **What do you like best about GUIDEcx?** Ease of use and user interface. All participants in the project are able to participate in the project update tracking, which aids in the management of the project. It creates a much more efficient process than MS Project did. **What do you dislike about GUIDEcx?** GuideCX has met all of our needs at this time. Any suggestions/requests for system updates/enhancements have been met with an open-minded reception. As a matter of fact, they encourage input to help them improve this software tool. **Recommendations to others considering GUIDEcx:** Don't be afraid to compare to other Project Management Tools on the market; I believe you'll appreciate the simplicity and great user experience that GuideCX offers. In addition, they are very receptive to hearing about suggestions/recommendations to make their software better! **What problems is GUIDEcx solving and how is that benefiting you?** This is our GoTo Project Management Software, which replaced MS Project ### 44. A very nice experience till now **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2021 **What do you like best about GUIDEcx?** Its easy to navigate between tabs to see what things are Needed and easy to communicate with clients **What do you dislike about GUIDEcx?** UI can be improved, currently a lot of things are not at front, have to dig inside a lot of layers like certain docs **What problems is GUIDEcx solving and how is that benefiting you?** With guideCX, we use it as integration tool in the onboarding stages ### 45. Really good tool, but needs work **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2020 **What do you like best about GUIDEcx?** Concentrating all information into one tool. **What do you dislike about GUIDEcx?** The notifications error, the mobile app always showing something pending and not allowing or given a better indication of what is pending. **Recommendations to others considering GUIDEcx:** Work on your mobile app; it sucks. **What problems is GUIDEcx solving and how is that benefiting you?** Transparency with my clients and team members ### 46. Love the GuideCX team! **Rating:** 4.0/5.0 stars **Reviewed by:** Ashlie J. | Program Manager **Reviewed Date:** June 24, 2021 **What do you like best about GUIDEcx?** The team is great if you need assistance. They always answer so quickly. Loved to get to know and work with them. **What do you dislike about GUIDEcx?** I don't think I dislike anything that they need to change. It's just the way that I work and the processes I've adapted to work for my team don't always align with GuideCX, so I usually create work arounds. **What problems is GUIDEcx solving and how is that benefiting you?** Better communication with my customers. **Official Response from Harris Clarke:** > Ashlie, thank you for the kind words. We're proud to be helping you improve customer communication. Jason on our team specializes in consultations and we'd be happy to connect you if you'd like to discuss your processes, our latest updates and more. Feel free to chat in our app to set up a time! ### 47. My team recently adopted GuideCX to improve our clients' visibility into their onboarding project. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2021 **What do you like best about GUIDEcx?** The automated ease of use is beneficial when managing many projects. **What do you dislike about GUIDEcx?** I would like to see the option for the Project Manager to change the "My Tasks" section by team member. **What problems is GUIDEcx solving and how is that benefiting you?** We are solving the problem of timeline and project visibility for our clients. ### 48. CUBEX Review of GuideCX **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2021 **What do you like best about GUIDEcx?** I really like their responsiveness to our requests, be it for additional training or to add items to their future product roadmap. **What do you dislike about GUIDEcx?** I can't think of anything that I don't like about the company or product. Of course they continue to enhance, and I'm sure I will like those componnets even better, but right now I'm very satisfied. **What problems is GUIDEcx solving and how is that benefiting you?** We are using GuideCX for our Imnplementation Program (reason we bough the product) but hav efound several other major uses such as our Training Program where user certification curriculums have been automated using this product. The benefits are many, we can install our products typically without site visits and then provide training on various levels online. ### 49. Great tool to manage projects! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2021 **What do you like best about GUIDEcx?** The Project Overview. Plus, the possibility to track the tasks and generate reports of it. **What do you dislike about GUIDEcx?** The integration with HubSpot is limited to some accounts. **Recommendations to others considering GUIDEcx:** Great tool for short staffs and lots of clients. **What problems is GUIDEcx solving and how is that benefiting you?** Onboarding the clients with more visibility of the project. ### 50. An Essential Onboarding Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2021 **What do you like best about GUIDEcx?** GuideCX is thorough and easily configured to match any desired onboarding experience. It's allowed us to streamline our entire process and has made us more efficient! **What do you dislike about GUIDEcx?** Sometimes the notifications and emails can be redundant, but I'd rather have too much info than not enough. **What problems is GUIDEcx solving and how is that benefiting you?** We've been able to completely overhaul our process and provide a better onboarding experience in less time. ## GUIDEcx Discussions - [What is GUIDEcx used for?](https://www.g2.com/discussions/what-is-guidecx-used-for) - 1 comment - [View GUIDEcx pricing details and edition comparison](https://www.g2.com/products/guidecx/reviews?eco_features=VOICEMAIL_AND_NOTIFICATIONS&page=8§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+22%3A49%3A46+-0500&secure%5Bsession_id%5D=988de82e-80fa-48ab-8669-fc4c57d371f5&secure%5Btoken%5D=f18df06362c73c2d8f0c82eaf6d154c21ead651a43f09c346bc932636ea42781&format=llm_user) ## GUIDEcx Integrations - [Google Cloud BigQuery](https://www.g2.com/products/google-cloud-bigquery/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) ## GUIDEcx Features **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop **Setup** - Activities - Flows - Dependencies - Notifications **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Task Creation** - Creation & Assignment - Due Dates - Drag & Drop - Mass Updates **Onboarding Setup** - Workflows - Templates - Checklists **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies **Management** - Updates - Audit Trail - Integration **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application **Task Management** - Task Prioritization - To-Do Lists - Dependencies **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Resource Management** - Resource Definiton - Capacity - Scheduling **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top GUIDEcx Alternatives - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - 4.7/5.0 (834 reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (16,586 reviews) - [Asana](https://www.g2.com/products/asana/reviews) - 4.4/5.0 (13,279 reviews)