--- title: GUIDEcx Reviews meta_title: 'GUIDEcx Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 461 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: 461 scale: '5' date_modified: '2026-07-12' 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:** 461 ## 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 value the **ease of use** of GUIDEcx, making navigation and implementation seamless while enhancing productivity. (13 reviews) - Users commend the **responsive customer support** from GUIDEcx, enhancing their onboarding experience and addressing all inquiries efficiently. (12 reviews) - Users commend **GuideCX's effective project management** for streamlining onboarding and keeping teams aligned throughout the process. (12 reviews) - Users find the **ease of learning** with GUIDEcx impressive, enabling swift navigation and effective onboarding experiences. (9 reviews) - Users appreciate the **effective team collaboration** capabilities of GUIDEcx, ensuring all stakeholders stay informed and aligned. (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 find the **learning curve steep** , requiring significant effort to understand onboarding and customization effectively. (4 reviews) - Users experience **slow loading times** and occasional lag that hinder seamless project navigation and task updates. (3 reviews) - Users often face **glitchy issues** with Bugs in GUIDEcx, but support responds quickly to resolve problems. (2 reviews) - Users note that the **complexity** of GUIDEcx can require significant mental energy during setup, despite its long-term benefits. (2 reviews) - Users report **glitches** such as lag and unexpected logouts, which disrupt workflow and hinder productivity. (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. Overall- good experience with the platform as the Business Unit lead. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Warehousing | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about GUIDEcx?** Being able to differentiate the jobs based off color codes which made it way easier to know who to reach out too for their item. **What do you dislike about GUIDEcx?** Needing certain permissions to change the assigned members if they dont work for that site anymore etc. If as a leader of the Buisness Unit I shuld be able to change the leaders without having to ask to get added to the certain permissions group needed. **What problems is GUIDEcx solving and how is that benefiting you?** N/A ### 2. Overall great. **Rating:** 5.0/5.0 stars **Reviewed by:** Todd B. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2023 **What do you like best about GUIDEcx?** I like that customers do not need a specific login to see project statuses. I like the automated emails that go out to customers so that they can be reminded of tasks. **What do you dislike about GUIDEcx?** I dislike that I cannot copy/paste checklists from one task to another. I also dislike that sometimes when I move tasks around in a project, they revert back to the original order after refreshing the page or exiting the project and coming back later. **What problems is GUIDEcx solving and how is that benefiting you?** Visibility into how much left there is on the project and what the anticipated finish date is based on milestones that have been completed and what is lect to be completed. **Official Response from Danni Thaw:** > Hi Todd, Thank you for your feedback on GUIDEcx! We're pleased to hear that you value the features that allow customers to easily access project statuses and automated email reminders. We appreciate all your feedback and will share it with the product team. Should you have any more suggestions or questions, please don't hesitate to get in touch. ### 3. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Tabitha G. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about GUIDEcx?** Easy access to the knowledgebase when needed. Lots of video tutorials to get you started. **What do you dislike about GUIDEcx?** I am not able to email different vendors from Guide, these are not 3rd parties. **What problems is GUIDEcx solving and how is that benefiting you?** NA ### 4. Great planning experience for the team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about GUIDEcx?** I loved being able to share documents, and send notes to internal team members that external clients were not able to view. It is a great way to have all team members on the same page in one place. **What do you dislike about GUIDEcx?** I have no dislikes at the moment to mention. **What problems is GUIDEcx solving and how is that benefiting you?** It is solving for keeping the clients and the team informed and on task with implementations. ### 5. GUIDEcx is the answer! **Rating:** 4.0/5.0 stars **Reviewed by:** Rebecca L. | System Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about GUIDEcx?** The software is built for onboarding customers which is exactly what we needed. Being able to assign tasks to customers and providing transparant insight into the project are the best features. **What do you dislike about GUIDEcx?** I would like to have more control over reporting features and custom fields. The integration ability with other systems is robust, but has a steep learning curve. **What problems is GUIDEcx solving and how is that benefiting you?** Our biggest problem was prompting customers to do their part and giving them insight to where we are on their project. GUIDEcx solves that problem for us and will even send reminders to the customers automatically. **Official Response from Danni Thaw:** > Hi Rebecca, Thank you for sharing your feedback about GUIDEcx! Assigning tasks to customers and providing actionable project insights are key aspects of GUIDEcx. We're delighted that these features have benefitted your team. We're also so happy to hear that our platform aligns perfectly with your onboarding needs and offers the features you find most valuable! We have teams like yours in mind when we design our features. We're pleased to hear that GUIDEcx helps you overcome the challenge of prompting customers to take action and providing them with clear project visibility. Our automatic reminders can be a game-changer in ensuring customer (and team) tasks are promptly completed. With several years in the onboarding game under our belt, we've learned that onboarding projects finish so much faster when our customers invite 3+ people to the project. This is largely because clients get automatic reminders, and key stakeholders (like a manager) on your customers' side can see the project progress and can help you motivate your customers to finish :) We've noted your feedback regarding reporting features and custom fields. We understand the importance of flexibility in these areas and are working on improvements. We appreciate your patience and insights as we refine these features. If you ever have more ideas, insights, or suggestions, please don't hesitate to reach out to your CSM. Your feedback is invaluable as we're always at work to enhance GUIDEcx and provide an even more tailored solution for your needs. ### 6. Love the updates and user friendly ways to check on my projects. **Rating:** 5.0/5.0 stars **Reviewed by:** Scott H. | Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about GUIDEcx?** Filters and notes to keep up to date with my projects **What do you dislike about GUIDEcx?** It's not intergrated with my companies Project management tools. **What problems is GUIDEcx solving and how is that benefiting you?** Helps me keep track of projects. ### 7. Vastly Improves Onboarding **Rating:** 4.5/5.0 stars **Reviewed by:** Eoghan F. | Customer Success Manager @ TAMI , Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about GUIDEcx?** Adds structure to our onboarding proccess that we simply did not have prior to using GuideCX. Also adds a layer of polish to our process that customers benefit from. **What do you dislike about GUIDEcx?** Not much to dislike really. Would be cool if it handled CS tasks post onboarding but I get that it is not their wheelhouse and they are not trying to compete with companies specializing in that space. **What problems is GUIDEcx solving and how is that benefiting you?** Syncs up with all other tools we use making a very slick onboarding proccess. Helps manage difficult customer requirements and keeps us effcient when things get busy. **Official Response from Danni Thaw:** > Hi Eoghan, Thank you for sharing your feedback about GUIDEcx! We're so glad our platform has added structure and polish to your onboarding process, which benefits both your team and your customers. That's why we do what we do! Our customers often find use cases for GUIDEcx beyond customer onboarding. Any process that requires you to collaborate with third-parties is often a good fit. Your CSM or customer support will gladly help you learn ways you can expand your use case. Your description of GUIDEcx syncing seamlessly with your other tools and streamlining your onboarding process is music to our ears. Managing complex customer requirements efficiently is crucial, especially during busy times. So we're delighted that GUIDEcx is helping your team achieve that! If you ever have more insights or need further assistance, please don't hesitate to reach out to your CSM. We're here to support your success and ensure your onboarding process remains efficient and effective. ### 8. Tasks made easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2023 **What do you like best about GUIDEcx?** I like the ability to add and update tasks. I often work with the check lists and adding notes for internal partners. I've also been able to add videos to assist clients. **What do you dislike about GUIDEcx?** Sometimes I have a hard time finding specific tasks after they have been collapsed when completed. I've had clients mark tasks as complete when they thought they provided the correct information but I still needed additional items and needed to update the note back to them. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX keeps the client and me on track. I can easily see what steps are coming up so I can keep the client informed. They appreciate the additional notes advising them on what their responsibilities are so they don't always have to come back to me to find out what they need to do next. **Official Response from Danni Thaw:** > Thank you for your review of GUIDEcx! We're glad you find our platform helpful for adding and updating tasks, whether working with checklists, adding notes for internal partners, or including videos to assist clients. It's fantastic that GUIDEcx keeps you and your clients on track, clarifies responsibilities, and reduces the need for constant back-and-forth communication. That's our goal. Your feedback is valuable to us; we'll share it with our product team. If you ever have more insights or suggestions in the future, please don't hesitate to reach out! ### 9. Excellent Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle I. | SVP Customer Experience, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about GUIDEcx?** From the chat platform to account management, GuideCX provides excellent service and support! That, coupled with the project management aspect of the tool makes this an easy recommendation! I think GuideCX is a great value for the cost and helps us stay on top of our projects, connected with our customers and provide best in class onboarding services. **What do you dislike about GUIDEcx?** Some of the features could be more user friendly, allowing for bulk edits/changes - such as bulk delete of pending projects. I am excited to see how some of the new features work, as those would resolve other areas of improvement that my team has identified. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX is an excellent tool for us to map the client onboarding process, assign accountability to tasks and track and manage our time from contract signature to revenue. It provides a seamless way to track the project, communicate with stakeholders and document decisions made during the process. ### 10. Professional interface and world-class customer support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2023 **What do you like best about GUIDEcx?** I love how the GuideCX platform is frictionless for my customers to use. I am especially grateful for the GuideCX support team! Every interaction I needed with Support has been met with the utmost professionalism and just the information required to resolve my question quickly. **What do you dislike about GUIDEcx?** I would like to continue to see more functionality built out with our CRM <> GuideCX to further streamline our experience. **What problems is GUIDEcx solving and how is that benefiting you?** This has provided a better overview of what action items our customer can expect during onboarding. This also had provided a more streamlined way for me to communicate with my customers and consolidate my notes on a single project. This makes it much easier for my teammates to step in and support me if I go out of office because everything is logged in GuideCX. **Official Response from Danni Thaw:** > Thank you so much for sharing your experience with GUIDEcx! We're glad you find our platform user-friendly. We appreciate your feedback about your CRM and have built out additional functionality for our integrations! We're pleased to be able to contribute to your efficiency and collaboration with your team. If you have any more suggestions or questions, please feel free to reach out. ### 11. GuideCX is an extremely valuable partner for our business **Rating:** 5.0/5.0 stars **Reviewed by:** Leez M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2023 **What do you like best about GUIDEcx?** GUIDEcx helps our team efficiently coordinate resources and activities to complete projects within time and budget constraints. GUIDEcx provides a structured way to manage project timelines, resources, and risks, maximizes efficiency, and helps to deliver successful project outcomes. We have been customers of GUIDEcx from the beginning and we have come to rely on it to manage all of our customer projects to completion. Even with the massive growth we have experienced and continue to experience, GUIDEcx project management system has kept up with the demand and becomes more and more valuable to us. **What do you dislike about GUIDEcx?** We do not see a downside of GUIDEcx. In fact, if anything, there are only upsides as they continue to improve and add to their already invaluable features. **What problems is GUIDEcx solving and how is that benefiting you?** GUIDEcx allows us to: 1. Gain a clear understanding of project scope and goals, which is essential to establishing a clear framework for successful project completion. 2. Assign roles and responsibilities: All members of the project team know their roles and responsibilities, which helps avoid any confusion or duplication of effort. 3. Create timelines and deadlines: We’re able to establish timelines and deadlines for each milestone in the project, which helps to keep team members accountable and ensure timely completion of tasks. 4. Communicate and collaborate: GuideCX helps us establish regular communication channels between team members and project stakeholders to ensure everyone is aligned and on track. 5. Identify and manage risk: We are able to identify potential risks and establish strategies to mitigate them. 6. Effective tools: The platform allows us to facilitate teamwork, manage tasks, monitor progress and track project performance. ### 12. Its a great product with many rich features **Rating:** 4.5/5.0 stars **Reviewed by:** Brian S. | Enterprise (> 1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about GUIDEcx?** It makes project management simple. The templates are very useful. The ability to share the project across platforms and with any user. Makes it incredibly powerful **What do you dislike about GUIDEcx?** It needs to improve on tools that make it easier to do repetitive tasks. Like bulk edits, easier ways to change flows. There are difficult to mange all the dependencies. **What problems is GUIDEcx solving and how is that benefiting you?** It makes it eaiser to manage projects that are cross organizations. It gives insight into status of the projects. Anyone can go in and know exactly what stage the project is at. **Official Response from Danni Thaw:** > Hi Brian, Thanks for your feedback about GUIDEcx! We're thrilled to hear that it's simplified your project management and provided powerful capabilities for you and the team. Using templates and sharing projects across platforms and with any user is a significant advantage — we're very proud of that differentiator and glad you're experiencing the benefits! It's great to know that GUIDEcx is solving challenges in managing cross-organizational projects and providing clear project status insights. Transparency and ease of access to project information are key benefits we aim to provide. We appreciate your feedback regarding areas for improvement, such as tools for repetitive tasks, bulk edits, and easier flow adjustments. Your insights help us identify areas where we can continue to enhance the user experience, and we're sharing these with the product team! If you have more ideas or suggestions, please don't hesitate to reach out to your CSM. We're here for you. ### 13. GuideCX has helped SoundStack standardize our customer deployments. **Rating:** 4.5/5.0 stars **Reviewed by:** Heather S. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2023 **What do you like best about GUIDEcx?** The templates in GCX are very helpful because you customize by product or business unit and it allows you to create a project very quickly. **What do you dislike about GUIDEcx?** The integration with Jira has been rough and is not fully complete which makes it hard to have all of our employees able to use GCX since we rely on that integration. Hamani has been very responsive and is working to finalize this integration. **What problems is GUIDEcx solving and how is that benefiting you?** standardizing our deployment process, transparency across projects and customer communication, and insights into time to value that we can use as benchmarks. **Official Response from Danni Thaw:** > Thank you for sharing your feedback on GUIDEcx! We're thrilled to hear that our templates have been instrumental in helping SoundStack standardize customer deployments efficiently. It's great to hear that GUIDEcx is helping you improve transparency across projects and customer communication and gain valuable insights into time-to-value metrics. These benefits are essential for achieving operational excellence and long-term customer satisfaction. We're sharing all your feedback with the product team! If you have any more suggestions or questions in the future, please don't hesitate to reach out. ### 14. Amazing Project Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Paul V. | Manager of Implementations, Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2020 **What do you like best about GUIDEcx?** Updated Review. GUIDEcx has continued to be a powerful tool that is an integral part of our onboarding process. GUIDEcx not only has helped us drive down our total implementation duration, it also helps keep our end-users on track, knowing where they are at any given time during their project. They have recently released some updated timeline views which are a lot cleaner and easier to see what has been done and what is left to do. **What do you dislike about GUIDEcx?** N/A it's been a great tool. We are looking forward to future enhanments around using GUIDEcx across our partner channels to help with onboadring their direct users. **What problems is GUIDEcx solving and how is that benefiting you?** GUIDEcx helps us track our onboarding duration and the amount of time we spend on projects. This helps us with workload availability and assignments. They have really enhanced their reporting capabilities over the past few years, helping us have better insight into what's working and what can be improved with our processes. ### 15. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** John H. | Senior Manager, ClearCar, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2023 **What do you like best about GUIDEcx?** I love that the team is responsive, open minded and always available to help. The team has built an amazing product and is continuing to enhance the offering. **What do you dislike about GUIDEcx?** There are some bulk update functions I would like to see. **What problems is GUIDEcx solving and how is that benefiting you?** It allows us to have a easy system to track product implementation. We also have custom reports that allow us to see actual time taken on tasks. When a task is closed then reopened we can see what the actual time spent was **Official Response from Danni Thaw:** > Hi John, Thanks for your kind words and positive feedback about GUIDEcx. We appreciate your recognition of our responsive support team. We're also thrilled to hear that you love our product and that our continuous enhancements align with your needs. Your satisfaction and success are our top priorities. Your feedback regarding bulk update functions is noted, and we've shared this with the product team! Your input helps us identify areas for enhancement and ensures we continue to meet (and exceed!) your expectations. It's fantastic to see how GUIDEcx helps you track product implementation and provides valuable insights through custom reports, such as time spent on tasks. These are important aspects of our platform, and we're delighted to contribute to your success. If you ever have more insights or suggestions in the future, please don't hesitate to reach out. We're here to support you. ### 16. Mind Blowing **Rating:** 5.0/5.0 stars **Reviewed by:** Waaka H. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about GUIDEcx?** So easy to set up training projects. Love the use of templates and tasks that we can set up for our training projects **What do you dislike about GUIDEcx?** Would love to have it integrate with our contacts in our ERP **What problems is GUIDEcx solving and how is that benefiting you?** Onboarding new customers **Official Response from Danni Thaw:** > Hi Waaka, Thank you for sharing your thoughts on GUIDEcx! We're pleased to hear that setting up projects has been made easier through templates and tasks. We appreciate all your feedback! If you ever have more insights or questions, please feel free to reach out. We're here to support your success. ### 17. Great tool for onboarding clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about GUIDEcx?** It has multiple views and ways to track and manage tasks and at the same time it's a great tool for communication as it can completely replace other tools such as Outlook. It has some great reporting and the ability to build custom reports. **What do you dislike about GUIDEcx?** Just a minor thing but I thing but would be good to be able to preview what the client will see and show them while explaining about the tasks. **What problems is GUIDEcx solving and how is that benefiting you?** It helps guide clients through onboarding tasks and stages but aslo serve as a communication platform avoidind the need to use email. It also provides useful insight to the business on the duration of the onboarding and the total number of hours invested. **Official Response from Danni Thaw:** > Thank you for sharing your feedback on GUIDEcx! We appreciate your insights and love hearing about the most valuable features for you in our platform. The multiple views and task management features of GUIDEcx are designed to provide a versatile way to track and manage tasks effectively! We're glad you're also gaining key, actionable insights on your resource management. We designed GUIDEcx to serve as a great communication tool for you. Our goal is to streamline your workflow wherever possible, including reducing the need for emails and meetings. We shared your feedback about the ability to preview what clients will see and show them during task explanations. Thanks for that! If you ever have more insights or suggestions, please don't hesitate to reach out. We're here to support your success and continually enhance GUIDEcx to meet your needs. ### 18. Amazing Project Mgmt/Onboarding Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about GUIDEcx?** GUIDECX is a straightforward tool to use and helps with our onboarding process for client projects. It saves a lot of time on my end to create a project plan for each workstream and provides a great user experience for our clients. The tool is user-friendly internally and externally with our clients and is a great way to exchange material/documents and communicate within one platform. The ability to create templates and access to clone and modify saves our team time to concentrate on other priorities. **What do you dislike about GUIDEcx?** I haven't encountered anything that I dislike. Still new to the onboarding phase, but overall, everything is working as intended (no issues). **What problems is GUIDEcx solving and how is that benefiting you?** Streamlining our onboarding process and increasing team capacity by automating tasks. Providing full transparency to our clients for an outlined project plan and easy access to communicate and send messages. ### 19. Quick Implementation / Game changer for my Implementation Specialists **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew L. | Sr. Director of CX, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2022 **What do you like best about GUIDEcx?** Getting my implementation specialists out of their emails and automating tasks that our customers are able to complete without the need for an email or call. The implementation of this product was easy enough that we self-served and launched in 30 days. Shout out to our Account Manager Mark Lees for helping us get setup in a timely manner. **What do you dislike about GUIDEcx?** Emails stack up depending on the email client that your organization uses. **What problems is GUIDEcx solving and how is that benefiting you?** Our customers always know what the next step in the onboarding process is. We used to send weekly checklists to our clientele and now those portions are completely automated. Templates can be set up for every scenario, from VIP specific to different brands. Each customer gets an experience that is tailored toward them. My implementation specialists are no longer working out of their emails. It's quick to @mention a fellow team member, or a customer and let them know what's next in the process. We're fine-tuning our onboarding process by addressing bottlenecks identified by GuideCX ### 20. Really useful for providing visibility on projects **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about GUIDEcx?** It is a great place to share meeting agendas and notes, it means they are all in one place and our customers do not even have to log in to receive them. This makes it much easier to see the progress over time. I also really like being able to share a high level overview with stakeholders, where they are able to quickly and easily see the progress of a project as well as where it is going in the future. **What do you dislike about GUIDEcx?** I find changing a role from one person to another very clunky, as it often ends up with several people in the same role, and then having to remove people is clunky. **What problems is GUIDEcx solving and how is that benefiting you?** Visibility on projects as well as a clear check list on what is left to do. I also use it to share meeting agendas and summaries as it provides an easy to read set of agendas and summaries over time. **Official Response from Harris Clarke:** > Loved hearing this from you: "Our customers do not even have to log in to receive [meeting agendas, notes]." We are built to help you engage your customers, so this is great to hear. We'd also like to learn more from you on the experiences you are having when changing roles of your project team members. ### 21. GuideCX is an effective tool for managing projects with many moving parts and multiple stakeholders **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about GUIDEcx?** The way each task can have notes and individual statuses assigned to it makes the interactions and tracking of each project item simple, especially with the ability to view all project-wide and task-specific notes in a single place. The ability to view the project as a Gaant chart is also great for providing a quick overview of all tasks and the pace of the project. **What do you dislike about GUIDEcx?** Sometimes tasks will ask you if you want to leave without saving, even if you have saved which can lead to slight confusion in new users. The lack of customizability in the font sizes is also a slight downside **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX provides a simple solution to planning client onboarding projects. By having the ability to construct detailed project plans, we are able to show the client the exact steps which will be required of both us and them to ensure they are successful by using our product. We can use the project to highlight key tasks and assign them to the relevant stakeholders. By GuideCX sending emails on upcoming and completed tasks, as well as whenever a project team member is tagged, it is simple to see the pace of the project and ensure that momentum is maintained even in complex cases. **Official Response from Harris Clarke:** > Thank you for submitting this review! It's great to hear GUIDEcx has made tracking progress simple for you and your customers. This is music to our ears: "it is simple to see the pace of the project and ensure that momentum is maintained even in complex cases." You should no longer see the "leave without saving" error that you experienced. If you do again, please chat in to our team and we will jump on it. Thank you! ### 22. Great Onboarding Product - Part of the team who setup Guide CX and Current Administrator **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about GUIDEcx?** The automation it provides to the onboarding process! We have a fairly extensive onboarding, and being able to track each piece from the client side to the internal tasks for each team member is great. I am also impressed with the updates the engineering team has continually put out. There were a few missing items when we started, but they have all been corrected through a new feature that was added. **What do you dislike about GUIDEcx?** There are group tasks that were added which is great for adding multiple team members to tasks which is almost always needed, but it would be nice to add CCs to individual tasks without the need to change to group. The CCs are usually just managers monitoring progress and want to be in the loop with their onboarding but need no actions of any sort. **What problems is GUIDEcx solving and how is that benefiting you?** Automating and tracking the onboarding process from the client and internal side. This allows consistent communication with clients and ensures no steps get missed. Whether internal or client-facing, guide CX maintains accountability for each user. Utilizing Guide CX for our onboarding team has increased onboarding rates and ensured our clients remain happy at the most critical time of their life cycle with us. ### 23. Best Project Management/Onboarding Tool on the market!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick L. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about GUIDEcx?** The customer-facing dashboard is simple and easy to understand in the most positive way. Too often, tech becomes overly cluttered and complicated to access. Our customers love it. Very easy to consume project status and what is expected of them to complete. Secondly, I specifically looked for a solution that had the ability to push changes in templates to live projects. This feature did not exist in MS Project or Smartsheets when I last checked. Super important if you are practicing Kanban and trying to drive out waste in your onboarding process. Third, this is a very easy tool to learn, so my ramp-up time for new project managers is super fast. Very little of my time is spent teaching GCx, as it is intuitive. **What do you dislike about GUIDEcx?** Last year there were a few times when the network experienced some latency. This hasn't occurred for several months, so it is since been corrected. Of note, this was only for a few hours on a few occasions. **What problems is GUIDEcx solving and how is that benefiting you?** GCx solves the problem of quickly iterating toward a better and better onboarding process. I can quickly change templates and get useful real-time reporting like 5 Longest Duration Tasks, allowing me to drill down and eliminate waste. Secondly, I want minimal onboarding time for my project managers using GCx; this is the best tool. MS Projects and Smartsheets is too hard to learn and master compared to GCx. ### 24. Agile and user friendly software for customer onboarding **Rating:** 4.5/5.0 stars **Reviewed by:** Emma S. | Director of Implementation and Program Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2022 **What do you like best about GUIDEcx?** GuideCX has been a great asset to our customer onboarding, allowing us to streamline our processes and creating more capacity for our team as we scale. We find the tool to be user-friendly both internally and with our clients, and we also really value the flexibility of our customers interacting solely via email while keeping central information housed within the platform. As an admin, the reporting and insights the tool provides are valuable to ensure we understand what is delayed or at risk and highlight opportunities to optimize our processes. As we have continued to evolve our processes for different onboarding experiences (product types, client types, launch tasks), being able to recreate and adapt templates easily within the tool has made this process seamless and keeps our team organized and on track with very little overhead needed. The GuideCX team is also awesome; their attentiveness, responsiveness, and enthusiasm made ramping up into the tool and beyond a great experience. **What do you dislike about GUIDEcx?** The one area we'd love to see improvement in is a better system for managing tasks beyond a launch/go-live. The tool is built to manage the onboarding process, but we have some post-onboarding follow ups that would be great to be able to manage within the tool as well - but the GuideCX product team is exploring solutions here. **What problems is GUIDEcx solving and how is that benefiting you?** Streamlining our onboarding processes, increasing team capacity by automating tasks and communications, providing valuable data and insights to create more efficiency and optimize our work. ### 25. Helping to create a professional & scalable implementation & onboarding program. **Rating:** 5.0/5.0 stars **Reviewed by:** Justin P. | Manager, Implementation & Onboarding, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2021 **What do you like best about GUIDEcx?** Easy to use. Didn't require much training. Our Customers embraced it. Intuitive. Recent enhancements allow us to be very flexible when project plans change. Super responsive Customer Support. Recent enhancements to reporting & time keeping help make it a valuable tool for tracking our implementation & onboarding projects. So much so, we're beginning to use it for tracking hours from our Customer Success/Account Management team. **What do you dislike about GUIDEcx?** Third-party feature is a bit cumbersome. However, I'm seeing as the platform matures, their Product team is making incremental improvements. I'd love to see the text fields in the task descriptions & notes have a better WYSIWYG editor. **Recommendations to others considering GUIDEcx:** GuideCX is not a complex tool. However that doesn't mean you're getting something subpar. It provides you with a great foundation to rollout to a team, large or small, and promote consistency across all onboarding projects. **What problems is GUIDEcx solving and how is that benefiting you?** We needed to create easily scalable, repeatable implementation project plans that can be managed by a lean team. The ability to create templates is helpful. We also found the ability to use GuideCX as the central repository for all meeting notes which is accessible to the client is helpful. It prevented endless back & forth emails as well as maintaining a separate spreadsheet or project plan. ### 26. easy to use, customizable, awesome project management software! **Rating:** 5.0/5.0 stars **Reviewed by:** Lujan Z. | Implementation Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2021 **What do you like best about GUIDEcx?** I can create my own flow for each of my projects, create and save templates, see tons of reporting and analytics, and they are always coming out with new features and cool updates. They are so great to work with and have excellent customer service; I can always reach out to them if I have any questions and they are so quick to respond. **What do you dislike about GUIDEcx?** I wish there was a deeper integration with Hubspot and some of the things we could automate between the two, like creating workflows that would trigger tasks/completions on both sides. **What problems is GUIDEcx solving and how is that benefiting you?** Onboarding new clients on our ecommerce platform. There are so many steps involved, and we wanted our customers to have visibility and be reminded of the things they needed to complete throughout their onboarding. GuideCX will send email reminders of open "tasks" that need to be done and customers can mark them as "done" or "working on it", etc. customers also have visibility on the entire project and can see where they are at and what else needs to be completed by them and us to finish. ### 27. So far, so great. **Rating:** 5.0/5.0 stars **Reviewed by:** Matt P. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2022 **What do you like best about GUIDEcx?** Intuitive layout for setting up a template. 1:1 meetings with a trainer to make sure our template is set up correctly. And we can email via GuideCX if we have questions between meetings. An integration specialist making sure we have everything we need to connect Hubspot has been great, too. We're excited to get started and use the analytics baked-in to GuideCX to refine our processes. Update 2/27/23: the ability to create custom reports is a real PLUS. I worked with Alma to create reports directly from the database that I can then access via the GuideCX app and also schedule to send on a regular basis! **What do you dislike about GUIDEcx?** None so far. We're still onboarding but overall everything is workings as intended. I'd like forms to be baked-in to GuideCX but I know that's coming and the roadmap we can see in GuideCX is helpful. **What problems is GUIDEcx solving and how is that benefiting you?** Onboarding clients of all sizes and experiences in a correct amount of time. We don't know how long each client type should take and GuideCX will help us uncover that while also making sure we're hitting our marks on getting clients launched on our software. This will help us better forecast our revenue and throughput in onboarding. ### 28. GuideCX was a gamechanger for our customer implementation! **Rating:** 5.0/5.0 stars **Reviewed by:** Nancy W. | Manager of Implementation and Support, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2019 **What do you like best about GUIDEcx?** The software has transformed the way we track our customer implementations. Not only does it keep us on task, but it gives full transparency to our customers and helps them stay on task. The software is easy to use and a powerful tool for implementation managers. We are confident our retention is higher due to the excellent customer experience. **What do you dislike about GUIDEcx?** Honestly, there is not one thing I dislike about this product. The GuideCX team has been so good to work with and they continue to enhance their product to meet our needs. **Recommendations to others considering GUIDEcx:** I cannot recommend Beynd enough for how they have helped us streamline our implementation process. We work with a lot of implementations at one time and this has really helped us save time which saves money. **What problems is GUIDEcx solving and how is that benefiting you?** Streamlined our implementation process. It made it much easier to communicate with our customers, and I love that it auto-communicates, saving us a ton of time! This will allow us to bring on additional implementation specialists without having to do months of training to get fully up and implementing our product. We are a fast-paced, growing company, and the ability to onboard more customers without additional staff is critical; GuideCX allows us to do just that. ### 29. Easy Onboarding & Project Management **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole H. | Sr. Manager, Websites, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2022 **What do you like best about GUIDEcx?** GuideCX has made it easy to keep everyone accountable in the onboarding process. Clients have better visibility into what is required of them, what to expect of us, and the timelines associated with their onboarding. The tool has reduced the strain on our project managers as everyone (internal & external) has insight into where projects are at without the need for manual updates. **What do you dislike about GUIDEcx?** GuideCX is still a startup, so sometimes support and/or product development can be a little iffy. It is great that there is a personal touch in everything they do, and I am confident they will be able to grow beyond their current limitations, but it can be a bit frustrating when some seemingly basic tools/functions/features have to be added in as a feature request that may or may not be addressed. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX is helping us gain accountability in our onboarding process. We had a fairly streamlined process built out prior to implementing Guide, but our biggest hurdle was client engagement. It is invaluable to have clients able to see what is required of them, automated follow-ups and reminders, and due dates and dynamic end dates provided. ### 30. Onboarding clients to our software has become much more streamlined and predictable. **Rating:** 4.0/5.0 stars **Reviewed by:** Simon U. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2022 **What do you like best about GUIDEcx?** I can assign tasks to new clients; they need not remember another password and have all the info they need in the task descriptions. Guide CX reminds them, updates me and keeps the project on track autonomously. I love the new status change reasons. If a project runs late or is canceled, I can quickly explain the cause from my reports. **What do you dislike about GUIDEcx?** I want to be able to build a project or template from a list of pre-configured tasks. **What problems is GUIDEcx solving and how is that benefiting you?** Our onboarding processes are a lot more sustainable, reducing the need for a hand-held approach. The amount of meetings required is dramatically reduced and we can handle more clients. **Official Response from Danni Thaw:** > Hi Simon, Thank you for sharing your experience with GUIDEcx! It's great to know that our platform simplifies the onboarding process for your clients and keeps them informed with task descriptions and reminders. Your feedback is important to us, and we're committed to continually improving GUIDEcx. If you ever have more insights or suggestions, please feel free to reach out to us. ### 31. Transparency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2023 **What do you like best about GUIDEcx?** The fact that our clients can view the project details is priceless for our company. Thanks to GCX, they have full visibility without having to ask for an update. **What do you dislike about GUIDEcx?** I am using the Planned End as the Project end date, but I want to have a separate column for Go Live Date. Our Go-live date does not equal our end date so it would be good to see both but as far as I know, there is no way to add a column on the main dashboard page. **What problems is GUIDEcx solving and how is that benefiting you?** Visivility internally and externally (client). Since using GCX, are projects are consistanly closed on-time without missed steps, etc. **Official Response from Danni Thaw:** > Thank you for sharing your feedback about GUIDEcx! We love hearing about our software's value to your company — particularly in providing clients with full project visibility without the need for constant updates. Our goal is to save you time. We've shared your feedback about wanting a separate column for the Go-Live Date with the product team. Thanks for that! It's also fantastic to hear how GUIDEcx is solving the internal and external visibility challenge, resulting in consistently on-time project closures and a streamlined process. This is exactly the positive impact we aim to deliver for our users. We've gone through more than 250k projects run through GUIDEcx, and inviting 3+ stakeholders to a project also increases on-time close rates. If you have more insights or suggestions in the future, please feel free to reach out. We're here to support your success and ensure that GUIDEcx continues to meet your needs effectively and efficiently! ### 32. They provided excellent support and service to me and my team! **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2024 **What do you like best about GUIDEcx?** Allows easy use for end users and project managers! **What do you dislike about GUIDEcx?** We were onboarded early and didn't benifit from their future features. **What problems is GUIDEcx solving and how is that benefiting you?** They provided a good step by step for our customers to follow ### 33. Scalable, repeatable, all-inclusive source of our project data now **Rating:** 5.0/5.0 stars **Reviewed by:** Jared A. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2023 **What do you like best about GUIDEcx?** The ability to pull data out of the system and analyze it via their API. And Friendly and helpful staff. **What do you dislike about GUIDEcx?** The standard reports are good but not great. The good news is that they are continually improving and growing their report library. **What problems is GUIDEcx solving and how is that benefiting you?** Having all projects using the same templates allows us to standardize our tasks rather than the success of a project being based on which team you get assigned. **Official Response from Danni Thaw:** > Hi Jared, Thank you for sharing your feedback! It's great to know that you appreciate the ability to analyze data via our API, and we're glad to hear that our team has been friendly and helpful. We've shared your review with the product team! If you have any more insights or suggestions in the future, please feel free to share them with us. ### 34. Good, But Not Perfect **Rating:** 3.5/5.0 stars **Reviewed by:** Keith L. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2023 **What do you like best about GUIDEcx?** I like the organization, the layout, and the ability for my clients and I to easily review and mark off tasks as complete. **What do you dislike about GUIDEcx?** Although some tasks are dependent on one another, changing the due date on a task due earlier in the process often doesn't update the dates on related tasks. **What problems is GUIDEcx solving and how is that benefiting you?** It helps keep track of tasks that need to be completed, both for myself and my clients. **Official Response from Danni Thaw:** > Hi Keith, Thank you for your review of GUIDEcx! We're glad you appreciate the organization and layout GUIDEcx provides. Your feedback is helpful and we'll share it with the product team. We're happy GUIDEcx is helping you and your clients keep track of tasks and ensuring a streamlined process. If you ever have more insights or suggestions in the future, please don't hesitate to reach out! ### 35. GUIDEcx is the best tool for onboarding/implementation teams **Rating:** 5.0/5.0 stars **Reviewed by:** Cason G. | Global VP, Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2022 **What do you like best about GUIDEcx?** The ability to standardize the onboarding experience for a global team that is growing. It allows us to have a templated onboarding across our different onboarding packages. New team members ramp up quicker, and existing team members have more automation to keep them on track. With the entire globe using the tool to onboard, reporting is unlocked and we can manage the business much better. **What do you dislike about GUIDEcx?** Customer engagement with the tool has been challenging given our customer base is SMB - in some cases they are not used to implementing software and want the least amount of involvement in their project. **What problems is GUIDEcx solving and how is that benefiting you?** Managing a team in different time zones throughout the world. We can ensure that the onboarding experience is the same across our entire customer base. We have more visibility and insights into projects, backlog, quality, time to go live, etc. ### 36. Onboarding Software for SAAS Products **Rating:** 5.0/5.0 stars **Reviewed by:** Bethany M. | Onboarding Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about GUIDEcx?** We use GUIDEcx for tracking the onboarding process for our SaaS customers. Onboarding our customers is very custom and GUIDEcx offers a lot of flexibility in setting up tasks for tracking our projects. The customer service is top notch!! They are super quick to respond to questions I have through the chat feature or through email. It is very transparent that they are moving quickly to offer new features. **What do you dislike about GUIDEcx?** Given our projects are very custom, there are some features we would like to have more flexibility (dashboard view for example). However, we do know many of our requests are on the product roadmap so looking forward to these updates! **What problems is GUIDEcx solving and how is that benefiting you?** We did not have a way to track which tasks of a project were outstanding. Also, there has been some ability to scale some of the communication to our customers. ### 37. Enabling entire CX ecosystem to flow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about GUIDEcx?** The ability to unify project management, customer engagement and resource management is critical. Tight integration into our CX ecosystem has made our internal collaboration impactful. **What do you dislike about GUIDEcx?** Downside we found is so many people want to engage and get access. The user model is awesome for this, but it keeps us hopping as everyone is engaging. **What problems is GUIDEcx solving and how is that benefiting you?** Resource management Invoice management Process optimization and automation of estimating **Official Response from Danni Thaw:** > Hi — Thank you so much for your review of GUIDEcx! It's fantastic to hear that GUIDEcx has helped unify your project management, customer engagement, and resource management. We're thrilled to hear that your team is embracing the platform. If you have more insights or any questions in the future, please feel free to reach out. We're here to help! ### 38. Great Onboarding Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** March 13, 2024 **What do you like best about GUIDEcx?** Ease of use, tracking ability, auto-generated emails for each lifecycle **What do you dislike about GUIDEcx?** Some emails get flagged by client firewall **What problems is GUIDEcx solving and how is that benefiting you?** We are using to track onboarding progression for clients ### 39. Guide CX helps accelerate our onboarding at scale **Rating:** 4.0/5.0 stars **Reviewed by:** Hilton Y. | Chief Revenue Officer (CRO), Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2023 **What do you like best about GUIDEcx?** GuideCX has allowed our onboarding team to scale with our customer growth, particularly important for our growth globally and with large complex customers. Our internal and customer communication has improved significantly. **What do you dislike about GUIDEcx?** We're having issues emails blocked in SPAM filters resulting in challenges around effective communication. **What problems is GUIDEcx solving and how is that benefiting you?** Scaling our business, communication with customers and internal stakeholders, reporting for optimisation of our processes and workflows. **Official Response from Danni Thaw:** > Hi Hilton, Thank you for your feedback! We're glad GUIDEcx has helped your onboarding team scale with customer growth and improved internal and customer communication. We'll share all your feedback with the product team. If you have any more specific needs or questions, please feel free to contact our support team. ### 40. Sr. Director of Advanced Services **Rating:** 4.5/5.0 stars **Reviewed by:** Dan M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about GUIDEcx?** Customer interaction and customer visibility **What do you dislike about GUIDEcx?** not able to sort certain views, cannot delete a customer **What problems is GUIDEcx solving and how is that benefiting you?** It allows us to provide complete visibility and interaction with our customers during the onboarding process. We include welcome videos, escalation lists, and assign tasks to customers within the onboarding process. We are leading the industry with our premium customer onboarding by using GCX. **Official Response from Danni Thaw:** > Hi Dan, Thank you for sharing your thoughts about GUIDEcx! We're thrilled you like the customer interaction and visibility during the onboarding process. We appreciate your feedback regarding the ability to sort certain views and delete a customer. We're continuously working to enhance our platform, and your input has been shared with the product team! It's fantastic to hear that GUIDEcx is helping you provide full visibility and customer interaction. Leading your industry with white-glove customer onboarding is a significant achievement, and we're proud to be a part of your success! We're here to help you shine for customer service and experience. If you have more insights or suggestions in the future, please don't hesitate to reach out. We're here to support your efforts and ensure GUIDEcx continues to help you transform your customer experience. ### 41. Fastest Help Desk in the West! **Rating:** 5.0/5.0 stars **Reviewed by:** Liz N. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2023 **What do you like best about GUIDEcx?** The help desk team is so speedy and helpful that they make all other helpdesks look bad! **What do you dislike about GUIDEcx?** I haven't found a downside...at this point I've enjoyed all changes that have been made to the platform. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX provides me with an easy way to communicate with my customers and keep important information in one place. **Official Response from Danni Thaw:** > Hi Liz, Thank you for your glowing review! We're delighted you've had such a positive experience with our help desk team. It's great to know that GUIDEcx has been instrumental in streamlining your customer communication and keeping important information organized. If you ever have more feedback or need assistance, please don't hesitate to reach out. We're here to help! ### 42. Intuitive Project Management toold **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany B. | Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about GUIDEcx?** I love the ability to involve several different users within a project. From customers, internal users, and those keeping an eye on the project - All can be involved! **What do you dislike about GUIDEcx?** I wish that customers had the ability to assign tasks to their colleagues. As an administrator, I have to make those changes. That is the only item I can even think of because it is such a great tool. **What problems is GUIDEcx solving and how is that benefiting you?** It is keeping our onboarding projects in order and efficiently getting our clients through our setup process. **Official Response from Harris Clarke:** > Hi Brittany--thank you for your review. We have great news for you! Your customers can reassign tasks to their colleagues (from the task details). They also have the ability to invite their colleagues into the project (from the team tab) and assign them tasks. We hope this helps save you a little time and give them a little flexibility. Thank you for using GUIDEcx! ### 43. Senior Project Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Macie D. | Senior Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2023 **What do you like best about GUIDEcx?** GuideCX is intuitive and visually pleasing for clients to use. The integrations with email inboxes as well as Jira benefit both client teams and internal teams. Lastly, the template makes it easy to instate a project for my PMO team, and benchmark the success of our processes. **What do you dislike about GUIDEcx?** The API integrations seem to still be in development stages-- Jira specifically has impacted my team. However, I know that continuous improvement GuideCX prides themselves in will take us to the functionality we are after. This product has grown leaps and bounds from the year we've utilized it! Great work, Dev team. **What problems is GUIDEcx solving and how is that benefiting you?** Automating the onboarding process in an engaging way. This tool helps keep my team informed (less of a manual process for my team 👏), and connects our clients to the end goal. This software has changed the game for my team and me. ### 44. GuideCX has helped organize and streamline our project implementations from setup to launch. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about GUIDEcx?** The things I like the most about GuideCX are templates, tags, and viewing all tasks in a single space. Viewing all tasks through different filters helps me manage my projects without stepping on toes. **What do you dislike about GUIDEcx?** The dependencies can be a little reductive sometimes. I find myself removing dependencies to remove restrictions on start dates. If I could have dependencies fire emails without directly affecting start dates, that would be helpful. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX gives us an aggregate view of all of our projects. This view is helpful for us to project outward and stay organized. It also helps us report our project completion metrics to our investors. Once we get more data in GuideCX, I can see it helping us refine our processes to become more efficient. **Official Response from Danni Thaw:** > Hi, Thank you for sharing your thoughts on GUIDEcx! We're thrilled that it helps you organize and streamline your project implementations. It's great to know that features like templates, tags, and task management are making your project management more efficient and collaborative. We've shared all your feedback with the product team. If you ever have more feedback or need further assistance, please feel free to reach out. ### 45. Comprehensive, but Heavy Cognitive Load **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **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. **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. **What problems is GUIDEcx solving and how is that benefiting you?** Staying on top of our projects. **Official Response from Harris Clarke:** > 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! ### 46. Super intuitive and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriela P. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2023 **What do you like best about GUIDEcx?** It's super helpful when it comes to managing projects big or small. I'm also a big fan of how easy to use and intuitive the platform is. **What do you dislike about GUIDEcx?** It is still a bit buggy. The lack of functionality to bulk delete milestones. **What problems is GUIDEcx solving and how is that benefiting you?** It helps us unify our client experience and is super helpful for the project managers on our side helping us be more productive and worry less about things that might have been left undone. With GuideCX, it's hard to miss anything. **Official Response from Danni Thaw:** > Hi Gabriela, Thank you for your feedback! We're delighted to hear that GUIDEcx has been helpful for managing projects and that you find the platform intuitive and easy to use. We've shared all your feedback with the product team. If you ever have any questions or need assistance with anything, please don't hesitate to reach out. ### 47. GUIDEcx is an efficient and responsive way to track the progress of a project. **Rating:** 5.0/5.0 stars **Reviewed by:** Riv P. | Sr. Payroll Implementation Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2023 **What do you like best about GUIDEcx?** My favorite GUIDEcx feature is the ability to leave notes for colleagues on specific tasks within a project. **What do you dislike about GUIDEcx?** Sometimes GUIDEcx can be slow or laggy when updating tasks. **What problems is GUIDEcx solving and how is that benefiting you?** GUIDEcx allows my organization to offer our clients full transparency on the status of a project. **Official Response from Danni Thaw:** > Hi Riv, Thanks for your review of GUIDEcx! We're so glad to hear that the notes feature is helpful! Our goal is to save your team time, especially when handing off tasks or relaying information. The ability to offer your clients full transparency is critical! We're glad that GUIDEcx helps solve that challenge for you. That's why we exist. If you have any other insights or feedback, please reach out to your CSM. We really appreciate it! ### 48. Game Changing **Rating:** 5.0/5.0 stars **Reviewed by:** Angela W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about GUIDEcx?** GuideCx is a game changer for our business. We're better engaged with our customers, and it keeps our entire team focused on the project. Highly recommend! **What do you dislike about GUIDEcx?** It takes a while to get customers used to using the platform. **What problems is GUIDEcx solving and how is that benefiting you?** GUIDEcx has helped us keep on top of our customer projects and keep us all accountable to each other for the work that needs to be done. We are now all able to see where the project is. **Official Response from Harris Clarke:** > Angela, this made our week! We built GUIDEcx to help people work better together and your review highlights that so well. We love hearing that you are better able to engage your customers and make progress internally. Please chat in anytime and share more bout your experiences with us. ### 49. Fantastic support team **Rating:** 4.5/5.0 stars **Reviewed by:** Robin P. | VP of PMO, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2022 **What do you like best about GUIDEcx?** A user-friendly tool with a support team that provides excellent support right at the time of need. Easy to navigate and requests for improvement are taken seriously with visibility to the development roadmap. The ability to have external communications and project visibility was the reason for selecting this tool. **What do you dislike about GUIDEcx?** Templates are great but can't control predecessors and task timing to the level desired. i.e. every task starts on the due date of a dependency. There is a lot of adjusting of dates once a template is put into a project. The only way to indicate project status is by tags; a project can still be on target but need to call out that it is red/at risk due to other factors. **What problems is GUIDEcx solving and how is that benefiting you?** Issues with notes (when editing, you cannot move away from field or you will lose your notes). If you put your agenda in and edit during a meeting and then go to another screen, another area within GuideCX, you lose everything if you forget to submit. Too many notes lost that way. Issues with copying and pasting from Microsoft products - Outlook, Teams or OneNote - it adds spaces in the text after so many characters. Not all updates are coming into the tool and having the ability to paste an email or something shared in chat is crucial. You can paste text only into another tool and then paste that into GuideCX and no issues, but you lose formatting. So you are editing out spaces or formatting; either way, you are editing something. ### 50. GuideCX really helps me stay on track with my projects. **Rating:** 5.0/5.0 stars **Reviewed by:** Rique B. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2023 **What do you like best about GUIDEcx?** The system is very user friendly and easy to understand. **What do you dislike about GUIDEcx?** I would like to be able to update the dates on multiple tasks at the same time. **What problems is GUIDEcx solving and how is that benefiting you?** It helps me stay on track with the multiple projects i am working on. **Official Response from Danni Thaw:** > Hi Rique, Thank you for your review! We're thrilled that you find GUIDEcx user-friendly and easy to understand. This is one of our top priorities. We appreciate your feedback regarding the ability to update dates on multiple tasks simultaneously and shared this with the product team. It's great to hear that GUIDEcx helps you stay on track with the multiple projects you're working on. That can get complicated so we're happy to hear that our platform helps you! If you ever have more insights or suggestions in the future, please don't hesitate to reach out. We're here to support your success and continuously improve GUIDEcx to meet your evolving needs. ## 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?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+09%3A24%3A54+-0500&secure%5Bsession_id%5D=6d3f1025-49d1-4516-901c-5069585defe4&secure%5Btoken%5D=8470bae01420dbfcf715eb5e352c91b834fbebdbe80ad2df514c7d5baec5e7bf&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 (833 reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (16,466 reviews) - [Asana](https://www.g2.com/products/asana/reviews) - 4.4/5.0 (13,222 reviews)