The G2 on GUIDEcx

GUIDEcx Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find GuideCX extremely easy to use, significantly streamlining onboarding processes and improving project visibility. (17 mentions)

Users praise the responsive customer support of GUIDEcx, highlighting their willingness to help and resolve issues effectively. (15 mentions)

Users find GUIDEcx to be easy to learn, appreciating its intuitive design and effective project organization. (11 mentions)

Users love the customization options in GUIDEcx, enabling tailored onboarding processes and efficient project management. (10 mentions)

Users value the user-friendly project management features of GUIDEcx, enhancing efficiency and client engagement effortlessly. (10 mentions)

Users value the effective task management in GUIDEcx, enhancing organization and communication throughout the onboarding process. (9 mentions)

Users love the efficient team collaboration features of GUIDEcx, making project management seamless and accessible. (9 mentions)

Users appreciate how GUIDEcx enhances their project tracking, enabling efficient management and improved client communication. (5 mentions)

Users appreciate the versatile task tracking in GUIDEcx, enabling easy access through various views and customization. (4 mentions)

Users feel the lack of pre-built reports in GUIDEcx limits immediate insights despite user-friendly views. (5 mentions)

Users note a challenging learning curve with GUIDEcx, making it difficult to customize and understand workflows effectively. (3 mentions)

Users encounter bugs and glitches that impact functionality, making the experience less smooth than anticipated. (2 mentions)

Users find the complexity of GUIDEcx overwhelming, with many clicks needed and navigation difficulties affecting usability. (2 mentions)

Users face dependency issues with GUIDEcx, complicating project management and requiring manual adjustments for due dates. (2 mentions)

Users find GUIDEcx has limited features, affecting its design and functionalities for optimal onboarding processes. (2 mentions)

Users face issues with missing functionality, including document previews, notifications, and project visibility restrictions. (2 mentions)

Users experience slow loading times with GUIDEcx, often needing to reload the app to continue working. (2 mentions)

Users express frustrations with email functionality, citing issues with notifications, document previews, and limited status updates. (1 mentions)

Top Pros or Advantages of GUIDEcx

1. Ease of Use

Users find GuideCX extremely easy to use, significantly streamlining onboarding processes and improving project visibility.

See 17 mentions

See Related User Reviews

Bella G.

Small-Business (50 or fewer emp.)

5.0/5

"Huge improvement from our last platform."

What do you like about GUIDEcx?

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.

Peter B.

Small-Business (50 or fewer emp.)

5.0/5

"Our onboarding customer experience got a huge kick in the pants (good) after adopting GuideCX"

What do you like about GUIDEcx?

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

2. Customer Support

Users praise the responsive customer support of GUIDEcx, highlighting their willingness to help and resolve issues effectively.

See 15 mentions

See Related User Reviews

Denise M.

Mid-Market (51-1000 emp.)

5.0/5

"GUIDEcx has simplified our implementation process"

What do you like about GUIDEcx?

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 th

Ryan C.

Mid-Market (51-1000 emp.)

5.0/5

"Powerful Onboarding Platform with White-glove Support"

What do you like about GUIDEcx?

GuideCX is the only platform that allows us to truly scale our onboarding process. Thanks to their amazing customer success team, we were up and runni

3. Ease of Learning

Users find GUIDEcx to be easy to learn, appreciating its intuitive design and effective project organization.

See 11 mentions

See Related User Reviews

Brian M.

Small-Business (50 or fewer emp.)

4.0/5

"Tons of potential"

What do you like about GUIDEcx?

It's the first dual facing (Internal+client) project management tool I'd ever heard of. It solves a major challenge when it comes to leading a client

Laramie B.

Small-Business (50 or fewer emp.)

5.0/5

"Organization and Communication"

What do you like about GUIDEcx?

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

4. Customization

Users love the customization options in GUIDEcx, enabling tailored onboarding processes and efficient project management.

See 10 mentions

See Related User Reviews

Denise M.

Mid-Market (51-1000 emp.)

5.0/5

"GUIDEcx has simplified our implementation process"

What do you like about GUIDEcx?

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 th

Ryan C.

Mid-Market (51-1000 emp.)

5.0/5

"Powerful Onboarding Platform with White-glove Support"

What do you like about GUIDEcx?

GuideCX is the only platform that allows us to truly scale our onboarding process. Thanks to their amazing customer success team, we were up and runni

5. Project Management

Users value the user-friendly project management features of GUIDEcx, enhancing efficiency and client engagement effortlessly.

See 10 mentions

See Related User Reviews

Bella G.

Small-Business (50 or fewer emp.)

5.0/5

"Huge improvement from our last platform."

What do you like about GUIDEcx?

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.

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"A wonderful and well put together onboarding experience"

What do you like about GUIDEcx?

GUIDEcx is an excellent customer onboarding and project management platform that helped us streamline processes and enhance client experiences. Its us

6. Task Management

Users value the effective task management in GUIDEcx, enhancing organization and communication throughout the onboarding process.

See 9 mentions

See Related User Reviews

Laramie B.

Small-Business (50 or fewer emp.)

5.0/5

"Organization and Communication"

What do you like about GUIDEcx?

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

Nicole C.

Mid-Market (51-1000 emp.)

4.5/5

"GuideCX has made my daily tasks easier to track (and given me confidence I have all my stuff done)"

What do you like about GUIDEcx?

This has centralized my task list for Onboarding (Implementation). Instead of going from Sharepoint to the wiki, to my documents, and through several

7. Team Collaboration

Users love the efficient team collaboration features of GUIDEcx, making project management seamless and accessible.

See 9 mentions

See Related User Reviews

Justin S.

Mid-Market (51-1000 emp.)

5.0/5

"Phenomenal product with a staff who does what it takes to ensure the highest quality service!"

What do you like about GUIDEcx?

The team at guidecx is truly top notch from every angle. Their attention to detail, willingness to work with you, and quick thinking has made them an

Laramie B.

Small-Business (50 or fewer emp.)

5.0/5

"Organization and Communication"

What do you like about GUIDEcx?

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

8. Project Tracking

Users appreciate how GUIDEcx enhances their project tracking, enabling efficient management and improved client communication.

See 5 mentions

See Related User Reviews

Bella G.

Small-Business (50 or fewer emp.)

5.0/5

"Huge improvement from our last platform."

What do you like about GUIDEcx?

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.

Peter B.

Small-Business (50 or fewer emp.)

5.0/5

"Our onboarding customer experience got a huge kick in the pants (good) after adopting GuideCX"

What do you like about GUIDEcx?

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

9. Task Tracking

Users appreciate the versatile task tracking in GUIDEcx, enabling easy access through various views and customization.

See 4 mentions

See Related User Reviews

Nicole C.

Mid-Market (51-1000 emp.)

4.5/5

"GuideCX has made my daily tasks easier to track (and given me confidence I have all my stuff done)"

What do you like about GUIDEcx?

This has centralized my task list for Onboarding (Implementation). Instead of going from Sharepoint to the wiki, to my documents, and through several

Emily D.

Mid-Market (51-1000 emp.)

5.0/5

"Taming Onboarding Task Chaos"

What do you like about GUIDEcx?

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

Top Cons or Disadvantages of GUIDEcx

1. Missing Features

Users feel the lack of pre-built reports in GUIDEcx limits immediate insights despite user-friendly views.

See 5 mentions

See Related User Reviews

Justin S.

Mid-Market (51-1000 emp.)

5.0/5

"Phenomenal product with a staff who does what it takes to ensure the highest quality service!"

What do you dislike about GUIDEcx?

There's not much to dislike besides that all the amazing new features that are coming down the pipeline aren't already available now!

Mark C.

Mid-Market (51-1000 emp.)

4.0/5

"Well organized projects which allows all the views you would expect"

What do you dislike about GUIDEcx?

Not enought pre-built reports in GuideCX, but lots of very helpfull views.

2. Learning Curve

Users note a challenging learning curve with GUIDEcx, making it difficult to customize and understand workflows effectively.

See 3 mentions

See Related User Reviews

Randi A.

Small-Business (50 or fewer emp.)

5.0/5

"Very comprehensive and easy to use"

What do you dislike about GUIDEcx?

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 wo

Kaytlin O.

Small-Business (50 or fewer emp.)

5.0/5

"I have grown to love it"

What do you dislike about GUIDEcx?

Not much! It just takes a little to get everything up and running to your liking and needs but that is how it goes with any new technology.

3. Bugs

Users encounter bugs and glitches that impact functionality, making the experience less smooth than anticipated.

See 2 mentions

See Related User Reviews

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"GCX - a pretty solid project mgmt tool"

What do you dislike about GUIDEcx?

impersonating a user's profile can be a bit glitchy. it would be nice to update due dates in bulk

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Easy to use"

What do you dislike about GUIDEcx?

There are some hiccups that I've experienced, which when creating a ticket, support has responded quickly. Tickets do seem to be closed a little soone

4. Complexity

Users find the complexity of GUIDEcx overwhelming, with many clicks needed and navigation difficulties affecting usability.

See 2 mentions

See Related User Reviews

Randi A.

Small-Business (50 or fewer emp.)

5.0/5

"Very comprehensive and easy to use"

What do you dislike about GUIDEcx?

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 wo

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Best solution, even better partner"

What do you dislike about GUIDEcx?

Lots of clicks to navigate but was told that fix is coming.

5. Dependency Issues

Users face dependency issues with GUIDEcx, complicating project management and requiring manual adjustments for due dates.

See 2 mentions

See Related User Reviews

Ryan C.

Mid-Market (51-1000 emp.)

5.0/5

"Powerful Onboarding Platform with White-glove Support"

What do you dislike about GUIDEcx?

I can't think of anything we disliked. Sometimes it was hard for our team to figure out how to deal with project dependencies, but this was mostly a t

Nicole C.

Mid-Market (51-1000 emp.)

4.5/5

"GuideCX has made my daily tasks easier to track (and given me confidence I have all my stuff done)"

What do you dislike about GUIDEcx?

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

6. Limited Features

Users find GUIDEcx has limited features, affecting its design and functionalities for optimal onboarding processes.

See 2 mentions

See Related User Reviews

Mark C.

Mid-Market (51-1000 emp.)

4.0/5

"Well organized projects which allows all the views you would expect"

What do you dislike about GUIDEcx?

Not enought pre-built reports in GuideCX, but lots of very helpfull views.

Jenn W.

Enterprise (> 1000 emp.)

5.0/5

"Helping us streamline key deadlines and tasks to educators"

What do you dislike about GUIDEcx?

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 t

7. Missing Functionality

Users face issues with missing functionality, including document previews, notifications, and project visibility restrictions.

See 2 mentions

See Related User Reviews

Emily D.

Mid-Market (51-1000 emp.)

5.0/5

"Taming Onboarding Task Chaos"

What do you dislike about GUIDEcx?

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

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Easy to use"

What do you dislike about GUIDEcx?

There are some hiccups that I've experienced, which when creating a ticket, support has responded quickly. Tickets do seem to be closed a little soone

8. Slow Loading

Users experience slow loading times with GUIDEcx, often needing to reload the app to continue working.

See 2 mentions

See Related User Reviews

Malvika M.

Mid-Market (51-1000 emp.)

4.0/5

"GuideCX setup and walkthrough"

What do you dislike about GUIDEcx?

There seems to be a few bugs in loading and using the UI from time to time

Morgen S.

Mid-Market (51-1000 emp.)

5.0/5

"Amazing software for customer onboarding experience"

What do you dislike about GUIDEcx?

Sometimes, GUIDEcx can take a long time to load pages, especially for large projects.

9. Email Functionality

Users express frustrations with email functionality, citing issues with notifications, document previews, and limited status updates.

See 1 mentions

See Related User Reviews

Denise M.

Mid-Market (51-1000 emp.)

5.0/5

"GUIDEcx has simplified our implementation process"

What do you dislike about GUIDEcx?

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

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Sandeep P.

Professional Services Consultant

Computer Software

Mid-Market (51-1000 emp.)

2/27/2023

"The best app for onboarding"

5/5

What do you like best about GUIDEcx?

We are using GuideCx for all our projects daily. It is useful in onboarding process tracking, milestones and templates, customer direction and communication, Internal vs external messages, assigning people from inside the company and from the customer company for tasks and milestones, time tracking capabilities, and automated process workflows. Additionally, Time Tracking is also implemented going smoothly and is very helpful for our task tracking. Customer Support is prompt. It is easy to implement, and customize and is quite flexible. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Android app still requires lots of work.

The fields of emails need to be worked out properly.

The email should have the email ID of the person making the comment or note, and not the project manager every time. Review collected by and hosted on G2.com.

What problems is GUIDEcx solving and how is that benefiting you?

Managing multiple accounts onboarding. Handling and remembering onboarding for up to 20-30 accounts can be done. The challenge comes in when the number of accounts crosses 100, 500, 1000, or 10000, and the history of what has been done and what needs to be done by which person, is trackable very conveniently on this platform. Review collected by and hosted on G2.com.

Response from Elan Maynez of GUIDEcx

edit

Hi Sandeep,

Thank you for your positive feedback on GUIDEcx! We aim to provide a comprehensive solution for streamlining processes, and we're pleased to know that you're benefiting from these features. We've shared all your feedback with the product team. Feel free to reach out if you have more insights or questions.

Carson M.

Mid-Market (51-1000 emp.)

3/5/2024

"Seamless, Transparent Onboarding"

4/5

What do you like best about GUIDEcx?

I use GCX daily whether directly in the program or through it's integration in Salesforce. The UI is really smooth and really outlines what has been and needs to be done in regards to getting customers onboarded onto our product. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

This is a personal preference rather than an actual issue, however, I dislike the due dates and the due date notifications I receive. This would help helpful under a lot of cirumstances, however, I personally don't utilize it in the project I work on. Review collected by and hosted on G2.com.

Ben S.

Small-Business (50 or fewer emp.)

3/6/2024

"Organize Your Projects"

5/5

What do you like best about GUIDEcx?

It's extremely easy to use for the clients that we partner with. It helps us to ensure we're checking all the boxes to get our clients to a successful onboarding. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

One thing that can create confusion is that our clients don't always know that they need to "@" us when making posts or asking questions in the platform. It might be a couple days before we realize that the client has raised a question for us. If there was functionality that prompted them to tag one of our team members that would be a great feature add. Review collected by and hosted on G2.com.

Response from Elan Maynez of GUIDEcx

edit

Hi Ben!

We're happy to hear that your team has been better able to stay on course and streamlined with GUIDEcx. Our goal is to help you work better with your customers! Thank you for your feedback on prompting clients to @mention you in the notes. The assigned project manager should be receiving notifications whether they are @mentioned or not (assuming they haven't turned that notification setting off), however I'm not sure if you're in the GUIDEcx community, so I've created this as product feedback for you. I recommend checking it out!

https://community.guidecx.com/ideas/prompt-customers-to-use-the-atmention-in-the-notes-517

Jill M.

Small-Business (50 or fewer emp.)

1/18/2024

"GuideCX provides an efficient and timely Customer Onboarding Experience!"

5/5

What do you like best about GUIDEcx?

I love how customizable it is. It basically is a toolbox of building blocks where you can create a highly customized user and customer experience. My favorite part is the visual use interface that is bright and intuitive. There are different views of your tasks available, my fav is the "kanban-like" view where you can use your mouse and drag and drop tasks around the project. GuideCX's interactions with the customer are very flexible as well. They can interact with their tasks via email, a mobile app or logging into the GuideCX platform.

I like the company because they are very responsive to their customers. They are continually adding features - built from suggestions by their customers. The huge addition in 2023 was going live with an embedded program that allows us to interface our data with most all of our other platforms such as HubSpot, Slack, Calendly and Zendesk Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Features that I would like that it doesn't have yet include 1) ability to have a "task library" that you can build a custom project plan easily and 2) ability to better customize the system generated emails to customers. Review collected by and hosted on G2.com.

Response from Elan Maynez of GUIDEcx

edit

Jill, thank you so much for sharing your positive experience with GUIDEcx! We're glad to hear that you find the platform customizable and user-friendly. We appreciate your feedback on Recipe Builder and that you've found value in connecting GUIDEcx to your tech stack. We built that one with your success in mind!

Also, big thank you for your feedback on features you'd like to see. A task/template library feature is planned to be released later this year (It's already been discovered, designed, and all that's left is development!) In regards to customizing system emails, that is a beta feature you can turn on within Labs. If you need help exploring it, let us know!

Ian C.

Mid-Market (51-1000 emp.)

1/17/2024

"The Flexible Tool We Rely On"

4.5/5

What do you like best about GUIDEcx?

GuideCX has allowed us to segment the types of projects we need to manage easily. We rely on GuideCX to onboard our customers, as well as manage on off bespoke projects.

The support team and reporting team has been a great help in making sure issues are quickly and painlessly addressed, often going above and beyond in helping us address our enterprises specific needs. GuideCX makes it easy for our team to log their hours and execute tasks, as well as hold customers accountable to what they need to do to ensure the projects are moving forward with the speed and quality they demand. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

The biggest issue is duplicating tasks and easily sending CSAT notifications (and resending them). Many of our projects cannot be fully templatized as they do not have strict end dates, and the tasks will have to be constantly duplicated. This process currently is quite cumbersome and can slow us down in the day to day flow.

While it is great that CSAT is available to send and can be done on two levels, it is not as transparent as we would like to ensure customers are reminded to fill out the survey, and we do not have the ability to send them as needed or resend them as one offs if they failed to complete them. This makes data collection of CSAT difficult Review collected by and hosted on G2.com.

What problems is GUIDEcx solving and how is that benefiting you?

GuideCX is helping us track teams hours on billable and non billable work. It is also helping our engineers receive tasks and reminds to their tasks for completion. This helps free up our project managers time so they can focus less on the minutiae, and more on the bigger problems at hand.

GuideCX also provides critical reporting that helps us measure profitability of our departments, as well as highlight at risk projects to the broader team. Review collected by and hosted on G2.com.

Response from Elan Maynez of GUIDEcx

edit

We're thrilled to hear that GUIDEcx has been instrumental in helping you manage your projects and onboard customers. Our support and reporting teams are dedicated to providing top-notch assistance, and we're glad to hear they've been able to address your specific needs.

We appreciate your feedback about the task duplication and CSAT notifications, and we'll definitely take that into consideration for future improvements. We'd love to hear more about In fact, I shared your CSAT enhancement ideas with our product team. You can upvote the idea here: https://onboardingnetwork.guidecx.com/ideas/csat-reminders-resend-function-472. As far as your task duplication feedback, we have some future enhancements currently being worked on that should address your use-case! Stay tuned for that release.

Thank you for sharing the problems GUIDEcx is solving for your team, and we're pleased to hear about the positive impact it's having on your project management and profitability.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/18/2022

"Excellent customer service and product"

5/5

What do you like best about GUIDEcx?

Their team is always willing to help resolve an issue or help you come up with a solution. I haven't worked with anyone there that doesn't honestly care about their customers! Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Can't say I can think of anything pressing. Their team reached out to me to give feedback on the product, so I know they take customer feedback seriously. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security

Mid-Market (51-1000 emp.)

11/21/2024

"Guidecx has been great in managing projects"

5/5

What do you like best about GUIDEcx?

Assigning tasks has been a great feature in gcx. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

The experience has been smooth so there is nothing to dislike about gcx. Review collected by and hosted on G2.com.

Mark C.

Vice President - Customer Success

Mid-Market (51-1000 emp.)

8/13/2024

"Well organized projects which allows all the views you would expect"

4/5

What do you like best about GUIDEcx?

Promise of improving customer engagement. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Not enought pre-built reports in GuideCX, but lots of very helpfull views. Review collected by and hosted on G2.com.

Verified User in Medical Devices

Mid-Market (51-1000 emp.)

3/11/2024

"Not perfect, but of the options out there it's pretty good."

4/5

What do you like best about GUIDEcx?

Relatively friendly UI for non-tech-savvy customers. Our Project Managers work primarily with non-tech-savvy customers so ease of use is key. GuideCX has several customer views available depending on preference.

Recipe Builder is a newer feature but seems to be a good leap forward in functionality and integration. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Bulk editing in-flight projects is a HUGE pain. You can edit a template, but cannot push that to live projects. We have 450+ active projects at a time so bulk editing is always on our list of wishes.

Attachments on tasks are helpful, and live links seem like a great idea however in practice these links regularly break without explanation. Because of the above issue with not being able to bulk update projects attachments have to be fixed one by one. Sticking with static docs seems to be more reliable. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/28/2023

"Great Project Management Tool: Constantly Expanding"

4.5/5

What do you like best about GUIDEcx?

I love the ability to add checklists and attachments directly into tasks. This allows up to streamline our processes for specific pieces of setup and QA. I also enjoy that you can customize and have multiple different types of project plans. My one suggestion would be to have the due dates automatically update when the project end date is updated. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

I do not like that dates do not update on tasks automatically when a project end date has been updated. it causes a lot of manual adjustments, when based on the timeline, it should be easy to identify the new updated dates, and mass update when the project end date is updated. Review collected by and hosted on G2.com.

Response from Danni Thaw of GUIDEcx

edit

Thank you for your review of GUIDEcx! We're glad to hear that you love the ability to add checklists and attachments directly into tasks, as well as the customization and multiple project plan options.

It's great to hear that GUIDEcx is helping you accurately gauge your process and identify dependencies, contributing to improved efficiency.

We appreciate your feedback and shared this with the product team! If you ever have more insights or suggestions in the future, please don't hesitate to reach out.