--- 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(17,114) ](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) ## 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 MM Morgan M. Sr. Manager, Client Onboarding Mid-Market (51-1000 emp.) 12/15/2025 "Easy Task Management and Great Support with GUIDEcx" 4.5/5 What do you like best about GUIDEcx? GUIDEcx provides a great platform for managing tasks with cross-functional teams. It makes it easy to keep multiple client onboarding journeys organized and up to date. The extensive knowledge base allows for seamless self-service on the majority of questions and issues you may come across but their support team is always quick to respond to tickets as well. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? Minor performance issues like lag time when navigating from project to project, or the system logging you out mid task update. I understand that the new GUIDE 2.0 should address these issues. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? GUIDEcx is our answer to project management for our entire new client onboarding pipeline. It will also soon become the base for all of our post-launch client journeys which will allow us to add more structure to client events that happen after initial onboarding and should help improve our long-term client experience. As we continue to expand and scale, we will also likely look to GUIDEcx to help us provide more self-serve, client-facing options. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing") AM Verified User in Manufacturing Small-Business (50 or fewer emp.) 12/23/2024 "Unified Onboarding Experience" 4.5/5 What do you like best about GUIDEcx? GUIDEcx has unified our onboarding process through templates, giving every customer a consistent experience - while still allowing us to adjust the roadmap as needed. Our Project Managers now have one place to manage all projects, and the Salesforce integration lets us proactively raise Risk Cases before issues escalate. Customer communication is more streamlined, and we love that the platform pus accountability on the customers - making it clear that their participation directly impacts project success. Highly recommended for any team looking to standardize and scale their onboarding. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? There are some hiccups that I've experienced, which when creating a ticket, support has responded quickly with solutions. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? GUIDEcx has unified our onboarding process through templates, giving every customer a consistent experience - while still allowing us to adjust the roadmap as needed. Review collected by and hosted on G2.com. Show More 6/3/2026 Validated ReviewerSource: Organic ![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.) 1/15/2026 "Streamlined Onboarding with Clear Customer Status Tracking" 4.5/5 What do you like best about GUIDEcx? Guide CX is providing our Onboarding Team a streamlined process with the integrations to other project tools that our organization utilizes. Guide CX also will provide the a organized customer view of the status and dependencies of what is next in line on the to do list. Guide CX staff has been excellent in walking our team through the implementation of the software. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? The only drawback we have found is setting up weekly recurring meetings, they must be tied to a specific task, which can be cumbersome for the Onboarding Coach. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? One source of entry in projects that will integrate with other software, streamlining processes. Setting up dependencies for the customer to know what is next in line on the to do list Available CSAT scoring throughout the project to improve processes by milestones Project management tools and visibility to project management status on track, behind, or red flag Onboarding Team Capacity Planning Review collected by and hosted on G2.com. Show More 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.) 3/25/2026 "GuideCX Brings a Single Source of Truth to Customer Onboarding" 4.5/5 What do you like best about GUIDEcx? What I like most about GuideCX is that it creates a unified “single source of truth” for both our internal team and the customer. Before, onboarding was a mess of spreadsheets and emails buried in inboxes. Now, the platform keeps everyone across our different teams aligned and working from the same information. It also lets management open any project and quickly see the current status without having to track down or speak with the people doing the work. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? One minor frustration I’ve run into is the default search behavior. At times, the platform automatically applies a filter that hides projects if they haven’t been updated recently. That can be confusing when I’m trying to find an older or stalled project and it doesn’t show up right away, which then forces me to manually clear or tweak the filters to locate what I’m looking for. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? The problem: Before GuideCX, our onboarding process wasn’t always consistent from one client to the next. We didn’t have a standardized playbook, so each customer ended up with a slightly different experience. Our CS team was drowning in manual tracking, and customers often felt unsure about the true scope and timeline of their implementation. The benefit: GuideCX has completely professionalized our handoff. By automating the manual “status check” tasks, our CS team can focus on strategy instead of living in spreadsheets. Customers get a world-class experience with a clear roadmap, and internally we finally have a repeatable, scalable process that helps ensure nothing gets missed. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic MB Mitch B. 12/12/2025 "Streamlined Client Onboarding with Customizable Journeys" 5/5 What do you like best about GUIDEcx? I love how GUIDEcx allows us to set customized onboarding journeys at the client level, based on their unique needs. Our journeys are very robust and involve a multitude of tasks that might need to be sequenced differently or managed by various parties, including external stakeholders. GUIDEcx helps us manage all of that seamlessly, letting us focus on providing a good customer experience without getting bogged down by the administrative tasks. I also appreciate the initial setup process, which was pretty easy once we ironed out the details. Plus, GUIDEcx integrates well with tools like Salesforce, HubSpot, and Slack, which our business relies on. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? We are still learning how to use it effectively in an external capacity, and so we primarily use it internally. We know there's a lot of functionality that we haven't tapped into yet. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? I use GUIDEcx to organize our client onboarding journeys and manage post-launch client disposition changes, ensuring a smooth experience for customers. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ZB Zack B. Project Lead Small-Business (50 or fewer emp.) 6/9/2025 "I couldn't be more impressed and excited to use a service." 5/5 What do you like best about GUIDEcx? The ability to keep everyone, both internal and external, on the same page. We struggled for years to find an effective way to make sure everyone was on the same page and with GUiDEcx, we finally have the answer we've been looking for. The email reminders for tasks, the projected end date to keep everyone on track, it's simply perfect. I can't say enough positive things about this product and the team behind it. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? I won't be of much help for this part of the review since I currently only have positive things to say about GUIDEcx. I think like any tool, it's only as useful as you make it and this tool give us the ability to do everything we need to do for us and our clients. The only thing I would like to see is multi-factor authentication for logging in, just for security purposes. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Keeping everyone, internal and external, on the same page and up to date on where we are at on a project/onboarding. Communication has been one of the most difficult goals for us to achieve, but we now have a tool capable of handling all of our project and onboarding needs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Enterprise (\> 1000 emp.) 12/8/2025 "A "Must Have" for onboarding/implementation" 5/5 What do you like best about GUIDEcx? GuideCX checks a lot of critical boxes for scaling and improving an onboarding/implementation flow. It automates emails to customers, forces users to define every step of the onboarding process, allows for valuable insights into each project/template, and improves the work experience of the onboarding/implementation managers actually running the projects. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? Not a dislike, but it is a warning: if you have an onboarding flow that is not clearly defined and/or does not have an obvious flow to it, the set up can take some mental energy to complete; however it is absolutely worth the initial effort and teams will get this time back and much, much more as they continue along. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? GuideCX is defining, automating, and scaling our onboarding process. It also provides visibility into all the projects and templates for anyone in the organization. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic MS Morgen S. Professional Services Manager Mid-Market (51-1000 emp.) 2/7/2025 "Amazing software for customer onboarding experience" 5/5 What do you like best about GUIDEcx? GUIDEcx offers an amazing platform, which allows us to automate a tremendous amount of communication to clients, thus reducing work hours for our internal team members. And, it offers all this functionality while being super easy to use and understand. With clearly set roles/permissions along with the details we build out in templates, we reduce the risk of human error and ensure compliance on our SOPs. Implementation has been very easy so far, and I feel very supported by the GUIDEcx team with all of our questions. I'm very excited to implement integrations across our other internal systems for consistency in reporting and transparency in project status. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? Sometimes, GUIDEcx can take a long time to load pages, especially for large projects. Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? Reducing project work hours by automating and simplifying our processes/procedures. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Justin S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Justin S.") JS Justin S. IT Project Manager Mid-Market (51-1000 emp.) 5/7/2025 "Phenomenal product with a staff who does what it takes to ensure the highest quality service!" 5/5 What do you like best about GUIDEcx? The team at guidecx is truly top notch from every angle. Their attention to detail, willingness to work with you, and quick thinking has made them an invaluable partner. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? There's not much to dislike besides that all the amazing new features that are coming down the pipeline aren't already available now! Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? GuideCX allows us the ability to effectively manage our plethora of project seamlessly & with clear visibility for our customers! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Sarah B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sarah B.") SB Sarah B. VP, Customer Success Mid-Market (51-1000 emp.) 2/27/2025 "GuideCX; An implementation tool's favorite implementation tool" 5/5 What do you like best about GUIDEcx? We love the visibility and control that GuideCX provides for our internal team and our Customer to run projects on time, and know exactly what's up and around the corner to keep plugging away. Review collected by and hosted on G2.com. What do you dislike about GUIDEcx? I don't think there's anything in particular that's not to like about GuideCX! Review collected by and hosted on G2.com. What problems is GUIDEcx solving and how is that benefiting you? GuideCX helps us to retain full visibility into the progress of onboarding our Customer's, see where they get stuck and remove blockers much more quickly than we could before. We love the ability to run all Client communication through GuideCX (emails, task messages, status updates, etc) so all things are stored in one source of truth. Review collected by and hosted on G2.com. Show More Current UserValidated 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(1,608) [ 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(17,114) [ 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);)