--- 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: '2026-08-09' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- ## Top-Rated Alternatives [ ![Rocketlane](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rocketlane") Rocketlane 4.7/5(862) ](https://www.g2.com/products/rocketlane-corp/reviews) [ ![monday AI Work Platform](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "monday AI Work Platform") monday AI Work Platform 4.7/5(17,128) ](https://www.g2.com/products/monday-com/reviews) [ ![Asana](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asana") Asana 4.4/5(13,854) ](https://www.g2.com/products/asana/reviews) [ View All Alternatives ](https://www.g2.com/products/guidecx/competitors/alternatives) # GUIDEcx Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by GUIDEcx but has limited features. Are you part of the GUIDEcx team? [Upgrade your plan](https://my.g2.com/guidecx/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [GuideCX](https://www.g2.com/sellers/guidecx) Discussions [GUIDEcx Community](https://www.g2.com/products/guidecx/discuss) Languages Supported English Solution Type All-in-One Overview by Stacey Hatch Show More ## Typical Contract Price Pricing provided by BetterCloud and others. $$k - $$k Per Year [Log in to unlock pricing](/auth/linkedin?return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fguidecx%2Freviews) ## User Insights Average based on 462 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Year [Log in to unlock pricing and user insights](/login) ## GUIDEcx Integrations (3) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Cloud BigQuery ](https://www.g2.com/products/google-cloud-bigquery/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Sales Hub ](https://www.g2.com/products/hubspot-sales-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce Agentforce ](https://www.g2.com/products/salesforce-agentforce/reviews) Show More ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate") AR Verified User in Real Estate Mid-Market (51-1000 emp.) 10/19/2022 "Don't love GuideCX" 0/5 What do you like best about GUIDEcx? I don't care for guide CX at all. I am the manager of an onboarding team, and we use it daily, but I haven't seen a single product enhancement in over 2-3 years. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? It's difficult to assign tasks to more than one user; there is no way to alert clients you aren't at your desk or set up an auto-reply, there is no easy way to reply to a client with a macro, it's difficult to update the plans or reassign the tasks within a project. Again, we have been heavy daily users for years, and I have not seen a single enhancement to the product besides the color changes. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Gives us a place to send our clients to watch training videos, but we already have that baked into our product. This isn't a replacement for a project management tool, though. We use it to communicate with our clients, but they always fall back to emailing directly since we are not alerted when client posts in the project note unless they @, mention us. So we have to monitor our email and the project in Guide CX, which isn't making Guide CX "sticky" for us. It's easier to direct the clients to our own platform or communicate via email. Review collected by and hosted on G2.com. Show More Response from Harris Clarke of GUIDEcx [Editedit](https://www.g2.com/survey_responses/guidecx-review-7232112/official_response/edit) Dear reviewer, you are exactly the person we want to engage with and get to know better. Thank you for reaching out to leave this review. Given the flood of positive reviews discussing the recent product enhancements and team of people willing to help, we trust you did not write this lightly. We'd love to work more closely with you to ensure you have all the information you need about new feature releases and best practices so that you get everything you can out of your experience with GUIDEcx. Below are some of the product enhancements that have been released over the last 2-3 years. Hopefully this helps set a starting point for what we can help review with you and the team. We can also make sure you get release notes for all of these items and more. We've added a dedicated customer portal, a no-login experience, added 9 new reporting dashboards, the ability to schedule reporting delivery, manage time tracking, balance the workload of each team member, view the health and progress of all projects related to one customer, integrate with several additional platforms, create custom merge tags for your task instructions, develop custom fields for your projects, preview email invites before they are sent, include roles for your internal team members, task groups, CSAT surveys, bulk editing, dynamic forecasted end dates for all projects, milestones and tasks, and more). Please reach out to csm@guidecx.com to connect with a member of our team. We'd love to help! Validated ReviewerSource: Organic ## Questions about GUIDEcx? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about GUIDEcx ](https://www.g2.com/products/guidecx/discussions/new) GU Guest User • Last activity almost 3 years ago What is GUIDEcx used for? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-guidecx-used-for) [ View all Discussions ](https://www.g2.com/products/guidecx/discuss) ## Pricing Options Pricing provided by GUIDEcx. ### Premium Contact Us 4 Licenses + ### Advanced Contact Us 4 Licenses + ### Professional Contact Us 4 Licenses + [ View More Pricing Information ](https://www.g2.com/products/guidecx/pricing) GUIDEcx Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_260bb5e75826f002b2e503a3090ec537/rocketlane-corp.png "Product Avatar Image") Rocketlane 4.7/5(862) [ Compare Now ](https://www.g2.com/compare/guidecx-vs-rocketlane-corp) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_744ed52507e8a595ec88a4db46cf5abd/churnzero.jpg "Product Avatar Image") ChurnZero 4.7/5(1,609) [ Compare Now ](https://www.g2.com/compare/churnzero-vs-guidecx) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ae6f6333a603f01784274fb154d92dfb/monday-com.png "Product Avatar Image") monday AI Work Platform 4.7/5(17,128) [ Compare Now ](https://www.g2.com/compare/guidecx-vs-monday-com) ##### ##### GUIDEcx Features Tasks Creation & Assignment Due Dates Task Prioritization Projects Planning Project Map Views Onboarding Setup Templates Project Tracking Monitoring Tasks [ View More Features ](https://www.g2.com/products/guidecx/features) ##### Categories on G2 [Workflow Management](https://www.g2.com/categories/workflow-management)[Project Management](https://www.g2.com/categories/project-management)[Task Management](https://www.g2.com/categories/task-management-software) [Workflow Management](https://www.g2.com/categories/workflow-management)[Project Management](https://www.g2.com/categories/project-management)[Task Management](https://www.g2.com/categories/task-management-software)[Client Portal](https://www.g2.com/categories/client-portal)[Client Onboarding](https://www.g2.com/categories/client-onboarding) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What log analysis software integrates with cloud monitoring systems?](https://www.g2.com/discussions/what-log-analysis-software-integrates-with-cloud-monitoring-systems)[Which IRCM platforms offer the best real-time reporting and analytics for CSP revenue and customer metrics?](https://www.g2.com/discussions/which-ircm-platforms-offer-the-best-real-time-reporting-and-analytics-for-csp-revenue-and-customer-metrics)[Attentive vs Klaviyo vs Postscript: which SMS platform is actually worth it for a DTC brand doing over $5M in revenue?](https://www.g2.com/discussions/attentive-vs-klaviyo-vs-postscript-which-sms-platform-is-actually-worth-it-for-a-dtc-brand-doing-over-5m-in-revenue) [What is the top-rated remote support platform for enterprises?](https://www.g2.com/discussions/what-is-the-top-rated-remote-support-platform-for-enterprises)[Which columnar database solution works best for log analytics and time-series style data where query patterns are append-heavy and dashboards need to refresh in near-real-time?](https://www.g2.com/discussions/which-columnar-database-solution-works-best-for-log-analytics-and-time-series-style-data-where-query-patterns-are-append-heavy-and-dashboards-need-to-refresh-in-near-real-time)[Pros and Cons Details](https://www.g2.com/products/guidecx/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)