--- 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(17,113) ](https://www.g2.com/products/monday-com/reviews) [ ![Asana](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asana") Asana 4.4/5(13,850) ](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%3Ffilters%255Bnps_score%255D%255B%255D%3D4) ## 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 ![Malvika M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Malvika M.") MM Malvika M. Solutions Delivery Manager Mid-Market (51-1000 emp.) 7/21/2025 "GuideCX setup and walkthrough" 4/5 What do you like best about GUIDEcx? 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. What do you dislike about GUIDEcx? 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. What problems is GUIDEcx solving and how is that benefiting you? We are primarily using guide cx to help guide our customers through the onboarding process and ensure they understand what steps need to be completed in order to deploy and use Anomalo Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Brian M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian M.") BM Brian M. Chief Operating Officer Small-Business (50 or fewer emp.) 8/2/2024 "Tons of potential" 4/5 What do you like best about GUIDEcx? It's the first dual facing (Internal+client) project management tool I'd ever heard of. It solves a major challenge when it comes to leading a client through their mandatory tasks and activities necessary for a successful implementation of your product or service. And its not that they don't want to do it, its that they dont have adequate and effective strcuture and process to manage the things they need to complete. That are often additional responsibilites to the individual core position responsibilites. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? Lack of starter templates, has to be built from scratch. It would be hugely benefical for GCX to provide starter templates that have proven effective in leading successful implementations for themselves and other clients. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Providing struture, process and accountability for our clients. It helps us becasue it helps them. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Max J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Max J.") MJ Max J. Senior Manager, Sales Development Small-Business (50 or fewer emp.) 3/15/2024 "PM Tool for the company" 4/5 What do you like best about GUIDEcx? GuideCX offers a streamlined platform for sharing project details with customers, ensuring our projects stay on course while keeping clients informed about outstanding tasks. The process of adding users to the platform is straightforward, enabling customers to stay actively engaged throughout the project lifecycle. As a result, this diminishes the volume of inquiries directed to us regarding task completion. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? The platform's communication functionality is lacking. When a customer sends a message through the tool, it only reaches one person instead of the entire team. Additionally, these messages sometimes get flagged as spam, leading us to rely on email communications instead. Integrating Slack for customer communication during projects would greatly enhance the overall experience. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Customers have full visibility into the tasks required from them to ensure projects are completed on their timeline. This benefits us as GuideCX serves as the definitive source for the onboarding experience Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Alex O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex O.") AO Alex O. Mid-Market (51-1000 emp.) 3/7/2024 "Absolutely helps with managing multiple large projects, but could use some work." 3.5/5 What do you like best about GUIDEcx? Centralized system to manage all ongoing, upcoming, and previous projects is nice. Using the platform to keep all project related conversations within the project ensures that you are easily able to track conversations and updates regarding the specific project. No more searching for emails to find an answer to a question that was asked days or weeks prior. Uploading relevant photos and files to a specific project makes finding information easy Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? Not being able to resize column widths in either project or task lists is rough. It makes it very difficult to search for a specific project when you are scrolling through the lists. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Tracking multiple projects that are ongoing simultaniously has been made a bit easier. Getting an email alert when my tasks are ready to start is helpful so that I do not need to keep following up with project managers to see what the current status of the project is. I can just pull up the project in GuideCX and see exactly what the stage the project is at. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller RC Rhonda C. Mid-Market (51-1000 emp.) 5/15/2023 "Great software for Project Organization" 4/5 What do you like best about GUIDEcx? Being able to track all the information project by project is so helpful. With the software being able to track time spent on tasks, take notes on each task, and see all persons involved is a huge benefit for everyone. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? When someone is assigned tasks across multiple projects, it can be tedious to see what is outstanding for an assignee for all of their projects. The global tasks list helps with this, but you must still drill down into the individual project to see what is outstanding or areas that need follow-up. Also, more user customization would be helpful. Updates have been made to the project view to add/remove columns or do bulk edits, but those same options would be nice from the global task view too. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? I am not working directly with them at this time on any specific need, but our division is working for some improvements to make the day to day functionality more manageable. Review collected by and hosted on G2.com. Show More Response from Danni Thaw of GUIDEcx [Editedit](https://www.g2.com/survey_responses/guidecx-review-8086501/official_response/edit) Hi Rhonda, Thank you for your review! We're thrilled you find GUIDEcx's project tracking capabilities so beneficial. We've shared your feedback with the product team. If you have any further feedback or suggestions to enhance your experience with GUIDEcx, please feel free to share! 2/14/2024 Current UserValidated ReviewerSource: Organic ![Carson M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carson M.") CM Carson M. Mid-Market (51-1000 emp.) 3/5/2024 "Seamless, Transparent Onboarding" 4/5 What do you like best about GUIDEcx? I use GCX daily whether directly in the program or through it's integration in Salesforce. The UI is really smooth and really outlines what has been and needs to be done in regards to getting customers onboarded onto our product. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? This is a personal preference rather than an actual issue, however, I dislike the due dates and the due date notifications I receive. This would help helpful under a lot of cirumstances, however, I personally don't utilize it in the project I work on. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? GUIDEcx assists in the client onboarding process. It allows my team to be able to always have an accurate picture of where each one of our customers are on their onboarding journey. It also produces a great amount of data to allow us to accurately measure important KPIs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Mark C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark C.") MC Mark C. Vice President - Customer Success Mid-Market (51-1000 emp.) 8/13/2024 "Well organized projects which allows all the views you would expect" 4/5 What do you like best about GUIDEcx? Promise of improving customer engagement. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? Not enought pre-built reports in GuideCX, but lots of very helpfull views. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? We are attempting to increase the customer engament level. After a year we are having mixed resuults. More use of @mentions hold promise... Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Medical Devices](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Medical Devices") AM Verified User in Medical Devices Mid-Market (51-1000 emp.) 3/11/2024 "Not perfect, but of the options out there it's pretty good." 4/5 What do you like best about GUIDEcx? Relatively friendly UI for non-tech-savvy customers. Our Project Managers work primarily with non-tech-savvy customers so ease of use is key. GuideCX has several customer views available depending on preference. Recipe Builder is a newer feature but seems to be a good leap forward in functionality and integration. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? Bulk editing in-flight projects is a HUGE pain. You can edit a template, but cannot push that to live projects. We have 450+ active projects at a time so bulk editing is always on our list of wishes. Attachments on tasks are helpful, and live links seem like a great idea however in practice these links regularly break without explanation. Because of the above issue with not being able to bulk update projects attachments have to be fixed one by one. Sticking with static docs seems to be more reliable. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Consistency across projects. Providing appropriate supporting documents and instructions with discrete tasks. Asynchronous collaboration across timezones/departments/companies. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") AH Verified User in Hospital & Health Care Mid-Market (51-1000 emp.) 3/7/2024 "Organizational Project Management done right" 4/5 What do you like best about GUIDEcx? There are multiple ways to manage projects. Sometimes is approached logically and other times it is not. GCX seems to understand the logical approach needed to make it a success for staff and customers. GCX also is not satisfied with a medicore product. I am constantly seeing positive changes with the application - it keeps getting better and better. GCX provides milestone tracking and task management in a clear concise way. Roles and ownership are also easy to understand for advanced and brand new users. I am not sure if it is due to my companies license or contract but, the customer service always exceeds my expectations. Customer service reps are always willing to schedule an additional meeting and incredibly patient. If they do not have an immediate answer to my question, they get back to me. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? Calender due dates which fall on the weekend are not selectable. This is a big one for me. Some changes take an excessive amount of time to reflect or require a screen refresh. Mass changes (edits) are limited in what can be edited. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Meeting milestones and staying within the target window. It is also solving the issue of showing responsibility for tasks. 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") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 3/5/2024 "Intuitive and Easy to Use" 4/5 What do you like best about GUIDEcx? GUIDEcx is easy to use and understand. I've used it as multiple companies now and have enjoyed the experience. I like it gives a visual representation of tasks in a project and how they relate to each other. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? Would love to see improvements in the notes function. We use it as a main source of communication about that project/customer and it would be nice to have thread/reply capability and reactions, like a thumbs up. Threads or replies to a specific message would be hepful when there are many messages, particularly in project notes. This would help keep track The reactions would be to indicate I've seen a message I'm tagged in or show others have read it. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? GUIDEcx is helping our internal and external stakeholders on the project stay in communication and on task on the project. Setting visibility helps to control what external people see and is keeping everyone up to date. The notes function also serves as our primary communication tool on the project, which is helps to keep all attachments and notes in one centralized place and not sending multiple emails back and forth. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## 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(1,608) [ 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(17,113) [ 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 [Best cloud-based CPQ software for business apps](https://www.g2.com/discussions/what-is-the-best-cloud-based-cpq-software-for-business-applications)[Which sales gamification platform has the best real-time leaderboard and contest tracking dashboards so reps can actually see where they stand throughout the week?](https://www.g2.com/discussions/sales-gamification-which-sales-gamification-platform-has-the-best-real-time-leaderboard-and-contest-tracking-dashboards)[What is the top-rated video interviewing platform for enterprises?](https://www.g2.com/discussions/what-is-the-top-rated-video-interviewing-platform-for-enterprises) [What connected worker solution has the strongest offline mobile support and digital logbook capabilities for field teams that regularly work without connectivity?](https://www.g2.com/discussions/what-connected-worker-solution-has-the-strongest-offline-mobile-support-and-digital-logbook-capabilities-for-field-teams-that-regularly-work-without-connectivity)[Which education finance software includes built-in reporting capabilities for accreditation and institutional audits without extra manual work?](https://www.g2.com/discussions/which-education-finance-software-includes-built-in-reporting-capabilities-for-accreditation-and-institutional-audits-without-extra-manual-work)[Pros and Cons Details](https://www.g2.com/products/guidecx/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)