--- 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(17,125) ](https://www.g2.com/products/monday-com/reviews) [ ![Asana](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asana") Asana 4.4/5(13,853) ](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 Retail](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Retail") UR Verified User in Retail Mid-Market (51-1000 emp.) 3/5/2024 "It's a decent project management tool but not quite there yet." 2.5/5 What do you like best about GUIDEcx? I like that I can easily see my projects and my teams projects by using the filters on the project list page. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? The reporting is limited and right now it's not helpful for managers. Ideally I'd be able to see my teams stats in one page like an overview dashboard. This includes current projects, completed projects by type and what is expected in the future. I also find that a majority of the customers that use it, find the UI offputting and don't use it. I have to essentially beg customers to use this and it just adds more work. I don't mean to sound harsh with that but the UI is the number 1 thing my customers have issues with. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? We needed a project management tool to track our projects and it benefits us in that I can see what projects my teammembers have right now or had in the past. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Mid-Market (51-1000 emp.) 3/7/2024 "It's ok, needs some improvement" 3/5 What do you like best about GUIDEcx? I like that it lets me narrow down only my tasks on a project. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? •Action items do not update the user who opened them when somebody replies inside of it. Only an @ mention will alert the creator of the action item. •Update emails aren't sent out to people on the project when clients upload documents. •I cannot preview a document and am forced to download it to view it. Even early 2000's email would let me preview a doc before downloading, so I'm unsure why GCX insists every doc needs a download for viewing. •Also, I'd like to do a zip download of everything without it sending a link to my email to fulfill that request. My inbox is full enough as is. •Document names are cut off if they are long and as a user I have to hover my mouse of them to see the full name. •Project names are often cut off, as well. •Users have very few status names and those fields are the same for the client versus us. •Notes are all kind of messy instead of being consolidated (clickable) and going inside of the note to expand the back and forth. •The "not applicable" task cards will mess up the flow depending on their dependency status which seems pretty backward to me. We should be able to say something isn't applicable without it interfering with the rest of the project. •Companies that have several other companies under their umbrella creates a poorly laid out interface. I go to project view and sort by project name alphabetically to have the projects side by side where i can open them in other tabs to do work on several things, but that's a pain. Why not have everything under one link then I can open and expand other companies/projects as needed? In other management software, we had these consolidated under portfolios and programs. •GCX does not allow me to view a project I am not added to, therefore I cannot help coworkers who are out of office when I'm assigned to take over their work. Other project software we used in the past allowed everybody at our company to see all projects. Having to have a PM add somebody is such a hang-up. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? I appreciate that you guys made it to where we can click and open projects in other tabs because we could not do that at first without the workaround of opening multiple GCX pages then navigating our way to the projects over and over. Columns were not expandable when we first got you guys, not I heard alterations were made, and now we can do that. So thank you. I am saying "N/A for the support question because I cannot say. I'm not a project manager or boss at my company, just a lower level user, so I haven't been contacting support over our issues. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller CL Cami L. Enterprise (\> 1000 emp.) 3/5/2024 "Guide CX Useful" 2.5/5 What do you like best about GUIDEcx? It keeps accounts organized and the tasks at hand Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? It can be tedious and a little confusing Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? It allows us to assign multiple tasks to different key people and confirm where we are in the each project. Review collected by and hosted on G2.com. Show More Response from Elan Maynez of GUIDEcx [Editedit](https://www.g2.com/survey_responses/guidecx-review-9385477/official_response/edit) It's great to hear that GUIDEcx is helping you assign multiple tasks to key people and track the progress of your projects. We're committed to continuously enhancing our platform to better serve your needs - we'll reach out to better understand how we can make your experience a little less confusing! Thank you for the review! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 3/5/2024 "A great task manager if the entire team is willing and has time to participate." 2.5/5 What do you like best about GUIDEcx? I most like reminders and customizable views. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? Tasks cannot be assigned to multiple users. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Reminding us to complete all steps with client onboarding and informing us of new clients as they come in when departmental communication is lacking. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Mid-Market (51-1000 emp.) 3/12/2024 "They provided excellent support and service to me and my team!" 2.5/5 What do you like best about GUIDEcx? Allows easy use for end users and project managers! Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? We were onboarded early and didn't benifit from their future features. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? They provided a good step by step for our customers to follow Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 8/10/2023 "Comprehensive, but Heavy Cognitive Load" 3/5 What do you like best about GUIDEcx? I appreciate how thorough it is, and how many options we have to keep track of our ongoing projects. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? The card view imposes a really heavy cognitive load. That is my preferred view (I have also tried table & Gantt). If you could make your card view look more like Trello where the cards are expanded and there are fewer to see at a time, it would look less cluttered and overwhelming. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Staying on top of our projects. 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-8454122/official_response/edit) Thank you. We are glad to hear GUIDEcx is helping you stay on top of your projects and giving you thorough options to keep track of everything. We have a new task viewing experience called “Compass” that addresses the desire you expressed to have a simplified view. Please check it out and let us know what you think! Another option is one of my favorite ways to view tasks. Within the “Tasks” view on the far left hand side navigation. From there you can set up filters so it only shows exactly the tasks you want to see, and then set those filters as your default daily view. If you bookmark that page you have a consolidated list each time you navigate to GUIDEcx! [See how GUIDEcx improved](https://help.guidecx.com/en/articles/6304178-compass) Current UserValidated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 3/23/2022 "The software looks good but custom field integration with Salesforce is an issue" 2.5/5 What do you like best about GUIDEcx? I was very excited with this tool as it offers an amazing tracking system for projects. It appears user-friendly and allows customization. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? It's not as friendly as we had expected in regards to Salesforce integration. The initial setup was very easy and looking thru the workflow rule that came with the installed package is simple to understand. A huge part of our decision with this tool was its ability to integrate with Salesforce but there are many complications/limitations when wanting to sync additional fields beyond their basic install. It can be done via Zapier which requires purchasing Zapier. We're finding it's still limited in what can be synced and when I requested help, I was provided a bunch of Zapier resources but informed for further assistance I would need to hire a Zapier expert. The same goes for using Salesforce Apex Classes. I have been going thru the details over and over and it seems like something is missing. I think there is something missing from the installed package but I could be wrong. Hard to say when I'm informed to get a Salesforce Developer. I am a Salesforce Admin with limited developer skills and have connected with a few developers and we think there may missing pieces of information. It would be nice if someone did an example tutorial video and/or documentation in the order of steps showing what they did. I understand each customer will have different approaches but it would go a really long way to see an example from start to finish. We might need to consider a different option if we can't get additional fields from Salesforce integrated with GuideCx. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Tracking project milestones and improving the customer experience by knowing what's been completed, what's needed, and if there's room for improvement. 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-5449681/official_response/edit) We're glad to hear you were excited about our amazing, user-friendly system for tacking projects in a customized way, but sorry to hear about the struggle with the Salesforce integration. The experience is typically much smoother, but we're here to help! And thank you for chatting in through our site about this as well. We look forward to helping you out however we can, so you can have the ideal integration set up with your custom fields--we believe that will not only benefit your team internally, but help create a great experience for your customers externally. Lastly, we love the idea of a tutorial video! Like you said, each customer will have a different approach, but that might help get the wheels turning for different ideas. 4/7/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 7/15/2021 "GuideCX review for managing projects." 2.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering GUIDEcx: Support was great when we were first onboarded, very helpful. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from 👋Peter Ord of GUIDEcx [Editedit](https://www.g2.com/survey_responses/guidecx-review-4866155/official_response/edit) 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! Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 7/20/2021 "Great Idea and a Problem many SaaS companies have" 2.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? We wanted to make a more streamlined and connected onboarding process 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-4878325/official_response/edit) 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! Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer & Network Security](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer & Network Security") EC Verified User in Computer & Network Security Small-Business (50 or fewer emp.) 12/23/2020 "Good platform but did not solve what needed" 3/5 What do you like best about GUIDEcx? The support and sales team were great. Lots of great new integrations coming. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? The basic platform for project management but we needed more integration with other tools. Review collected by and hosted on G2.com. Recommendations to others considering GUIDEcx: Good for basic application but need more integrations. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Implementation Management Review collected by and hosted on G2.com. Show More Response from 👋Peter Ord of GUIDEcx [Editedit](https://www.g2.com/survey_responses/guidecx-review-4533129/official_response/edit) Thank you for your feedback! Since this review we have enhanced our integrations with Jira, Salesforce, Hubspot, and Slack. We've also announced our new connectors available within Zapier that allows you to do some pretty innovative stuff (like dynamically change your project plan based on form fills...). 12/24/2020 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(17,125) [ 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);)