GUIDEcx Reviews & Product Details

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.

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.

The UI is fairly intuitive and the functionality offers a lot for teams to stay organized and aligned with the customer Review collected by and hosted on G2.com.

There seems to be a few bugs in loading and using the UI from time to time Review collected by and hosted on G2.com.

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.

I don't think there's anything in particular that's not to like about GuideCX! Review collected by and hosted on G2.com.

GUIDEcx has helped us move into the modern ages of onboarding new clients - with spreadsheets, post it notes and uncontrolled communication being a thing of the past. Through GUIDEcx we are able to manage projects with true collaboration with our clients, with each stakeholder able to see how a project is performing.

The implementation phase was really simple, with recipe builders for our integrations making life mega easy. The onboarding from GUIDEcx was truly fully supported too, with resources on hand to answer silly questions, assist with template creation and made sure we could use the software in a short period of time. Review collected by and hosted on G2.com.

At this point, we have so many positives around the GUIDEcx, there is not a lot to dislike. Review collected by and hosted on G2.com.

It has helped me to organize my projects and clearly define what needs to be done, who needs to do it, and when it needs to be done, without having to chase down any communication, as well as keeping all of that communication in one place. Once set up, it has been very easy to use and tweak as I improve our process, and Shaun at GUIDEcx as well as their support team have been quick to respond to any questions I've had. Review collected by and hosted on G2.com.

I wouldn't consider it a downside, just a necessity to be prepared for: depending on what kind of project(s) you have and the granularity of detail you have in your tasks, it can be a pretty lengthy job to get your schema set up. However, again, it is a necessary part of it, and while it can take some time, it is also helpful to look at your projects under a microscope to better define them and then tweak them. Review collected by and hosted on G2.com.

I have had the opportunity to work with multiple project management software in this, by far, is the easiest for myself and ESPECIALLY for my clients. The ease of them not having to actually go into the project to see what needs to be done is a game changer. And that it sends them reminders when things are due?! Talk about getting much needed time back on my calendar to get other projects done. Review collected by and hosted on G2.com.

I would love the ability to have multiple people assigned to a task Review collected by and hosted on G2.com.

GuideCX has a great user interface that makes it easy to set up project templates and then visually track the progress of project related tasks. We can then easily syncronize these projects with Salesforce to include in Salesforce-generated reports. The GuideCX team (Sales, Support, and Customer Success) have always been extremely responsive and helpful as well. Review collected by and hosted on G2.com.

The formatting and customization options for customer-facing emails are limited. Review collected by and hosted on G2.com.

GUIDEcx is an excellent customer onboarding and project management platform that helped us streamline processes and enhance client experiences. Its user-friendly interface, automation features, and collaborative tools made it easy for our team to keep onboarding projects on track while ensuring transparency and engagement for customers. With powerful reporting and integrations, GUIDEcx enabled us to improve efficiency, reduce churn, and create seamless onboarding experiences. Their focus on customer success and guided implementation sets them apart, making them a valuable solution for companies looking to improve their onboarding workflows. Review collected by and hosted on G2.com.

I have yet to come across any downfalls of using the GUIDEcx. Review collected by and hosted on G2.com.

This has centralized my task list for Onboarding (Implementation). Instead of going from Sharepoint to the wiki, to my documents, and through several systems to find what I need, everything is in one Central spot. It also is great to be able to, at a glance, see for myself, (and also give the customer a view), or where we are in the project, what we have left, what delays will do to the overall project, etc... Review collected by and hosted on G2.com.

I cannot change task due dates in mass. I have to do it task by task. We have training tracks where we have a milestone for each person. So if a date gets pushed, I have to change it for each individual person, and then for each task beyond that. We don't use dependencies because the training order could change, we don't want to force the order. Review collected by and hosted on G2.com.

GUIDEcx has helped us tame the onboarding task chaos we have that used to be run using several different systems. It helps our onboarders know what is next and gives us visibility into what our customers need to do and what they have not done all in a single place. It gives us the opportunity to have conversations on project delay due to incomplete tasks because of the visibility it provides. It gives our customers visibility into our tasks (to our allowed degree) so it keeps us accountable.

Our onboarding is involved, so it has taken us a bit to hit a stride with the tool and there is a lot that we are still learning. Just this week we saw the power of CSATs and were able to put that data to use. Overall, we have found it pretty easy to use for the power that it has and we have plans to extend our use cases for it beyond just onboarding. Review collected by and hosted on G2.com.

Any downsides I can think of are nitty gritty software things, like you can't copy a task from one project to another. This is only a downside because it is something we could really use. There is a remedy possibly coming as part of a future enhancement I am told. Review collected by and hosted on G2.com.