GUIDEcx Reviews & Product Details

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 geting 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 mulitple 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.

I really love how GUIDEcx takes the guesswork and remembering out of the day-to-day of my job. By having a well built plan and flexibility to use templates for onboarding, I am able to give a consistent and meaningful onboarding experience to each of my customers. I rely on the notifications and reporting to make sure I am completing the right tasks at the right time.

I also love how supportive the company is. When submitting a ticket or giving a suggestion on future features, the response is always quick and personal. I have really enjoyed the hands on approach that GUIDEcx as a company takes to amke sure that the program is able to meet my needs. Review collected by and hosted on G2.com.

I think the hardest part of GUIDEcx is just making it central to your day. It does a wonderful job, I just need to make sure I am refering to it daily. Review collected by and hosted on G2.com.

GUIDEcx is a fabulous tool for ensuring our implementation process is completed in full. We are able to use the numerous amount of features to make the process unique to our company. I personally use GUIDEcx mutiple times a day and I love the user friendly platform. The customer support provided when I have questions is quick and detailed. I would recommend using GUIDEcx to any company. Review collected by and hosted on G2.com.

There are few things I don't like about GUIDEcx. One that I know they are currently working on is deleting multiple attachment that are upload when an email has signature images. Review collected by and hosted on G2.com.

We needed a partner who was willing to work with us to build something that would fit our very unique need of providing an 'interactive checklist' to thousands of educators administering our assessments across 11 states. When the product itself was not designed to handle our unique request, the Guide team thought out of the box to find a solution for us - either by scripting or creating new functionality. This kind of enthusiasm for problem solving was what drew us to them and keeps us happy! Review collected by and hosted on G2.com.

We are using it in a way it isn't designed to function, and sometimes there are struggles with that aspect, but they are really helpful and creative to find a way around some of the limitations. Review collected by and hosted on G2.com.

How user friendly it is. It does alot of the side work the was taking up most of my time for me. It keeps me updated on all of my projects. Review collected by and hosted on G2.com.

I haven't found anything that I really dislike. It took some time to get used to all of the notifications I get, but I would rather have a lot then none at all. Review collected by and hosted on G2.com.