GUIDEcx Reviews & Product Details

With the adoption of GuideCX, we moved from a "roll your journey" free-for-all to a more consistent, predictable process that centers on engaging the customer in the process. I also now have way more visibility into how our onboardings are progressing and, more importantly, where they're stuck than ever before. Review collected by and hosted on G2.com.

While the reporting is helpful, it's sometimes unclear to me what might be wrong with certain onboardings and how I can best help to get them back on track. Review collected by and hosted on G2.com.

Very easy to setup and integrate with multiple systems. Scalable, sophisticated, and customizable. Great relationship management from GUIDEcx Team. Easy to setup for admins and POs. Easy to use and add value daily for users. Review collected by and hosted on G2.com.

I think additional features towards Project Management would also make GUIDEcx shine and be more functional into different teams, and more sticky. Review collected by and hosted on G2.com.

GUIDEcx has allowed us to put more control in our customers hands which has sped up our project timelines. Their support team is great to work with and they are extremely knowledgable and helpful. Review collected by and hosted on G2.com.

We work with a plethora off 3rd party organizations. The 3rd party user addition to projects is a cumbersome process and doesn't allow for sorting of the 3rd parties when trying to add these users to projects. The customer and 3rd party invite process (invite email) could also use some work to make this process a little easier. Review collected by and hosted on G2.com.

GuideCX offers a streamlined platform for sharing project details with customers, ensuring our projects stay on course while keeping clients informed about outstanding tasks. The process of adding users to the platform is straightforward, enabling customers to stay actively engaged throughout the project lifecycle. As a result, this diminishes the volume of inquiries directed to us regarding task completion. Review collected by and hosted on G2.com.

The platform's communication functionality is lacking. When a customer sends a message through the tool, it only reaches one person instead of the entire team. Additionally, these messages sometimes get flagged as spam, leading us to rely on email communications instead. Integrating Slack for customer communication during projects would greatly enhance the overall experience. Review collected by and hosted on G2.com.

My favorite thing about GUIDEcx is the visibility it provides into our current implementations. The reporting capabilities are excellent & we are able to report on all different types of data, including custom fields. The tool itself is also easy to use & the time tracking capabilities are excellent, making our team operate more efficiently Review collected by and hosted on G2.com.

I'd like to have a few more customization options in the UI Review collected by and hosted on G2.com.

I like how the customizability while still being super easy to use. The CS team has been great to work with! The training resources are also super comprehensive. Review collected by and hosted on G2.com.

With the customizability, it does seem like there are a lot of ins and outs to how things flow, so it might be hard to understand how things should work. Review collected by and hosted on G2.com.

We were able to move all our project management to one platform while easily giving customers access to see the status and updates and even track and perform their tasks within the project. Simplified dashboards and views make it easy to see the big picture while quickly zooming into special milestones, phases or assigned resources.

New enhancements have been rolled out simplifying even further tracking of status and communicating with internal teams and customers.

Implementation of SSO was simple and straight forward and enhances security and control over our users' access. Review collected by and hosted on G2.com.

So far I've not had any issues with the platform as both our technical resources and non-technical resources are having no problems using the application. Review collected by and hosted on G2.com.

Centralized system to manage all ongoing, upcoming, and previous projects is nice. Using the platform to keep all project related conversations within the project ensures that you are easily able to track conversations and updates regarding the specific project. No more searching for emails to find an answer to a question that was asked days or weeks prior. Uploading relevant photos and files to a specific project makes finding information easy. Review collected by and hosted on G2.com.

Not being able to resize column widths in either project or task lists is rough. It makes it very difficult to search for a specific project when you are scrolling through the lists. Review collected by and hosted on G2.com.

GuideCX provides a simplified platform to share with customers to keep our projects on track and allowing the customer to always know what needs to be completed. Adding users to the platform is fairly easy and allows the customer to be more engaged during the project. This reduces the number of questions coming to us on what needs to be completed. Review collected by and hosted on G2.com.

Communications through the platform are not great. If a customer communicates through the tool, it will only come to one person versus the whole team. These communications sometimes will get caught in spam and we end up deferring to email communications instead. Having a Slack integration to communicate with our customers during the project would yield in a much better experience. Review collected by and hosted on G2.com.

How it allows us to break down tasks step by step to provide as little or as much information as we may need. The flexibility to have a base plan and then alter it as needed depending on the advisor is very helpful, and has helped streamline our onboarding process. Review collected by and hosted on G2.com.

It can be a bit slow to react at times. It sometimes does not feel like it has the capacity to hold all of the things we add to it, with the slow response time to button presses. Overall, not a huge problem. Review collected by and hosted on G2.com.