--- 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: '2026-07-13' 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 commend the **ease of use** of GUIDEcx, simplifying communication and project management while ensuring compliance. (13 reviews) - Users value the **quick response from the support team** at GUIDEcx, enhancing their overall user experience significantly. (12 reviews) - Users praise GUIDEcx for its **effective project management** , streamlining onboarding and keeping teams aligned and updated. (12 reviews) - Users find the **ease of learning** with GUIDEcx impressive, enabling efficient task management and onboarding. (9 reviews) - Users appreciate the **effective team collaboration** with GUIDEcx, ensuring everyone stays informed and aligned on projects. (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 note a **learning curve** with GUIDEcx, as setup requires mental investment for effective onboarding. (4 reviews) - Users experience **slow loading** times and occasional bugs that hinder smooth navigation and task management. (3 reviews) - Users experience **glitches and hiccups** with GUIDEcx functionality, which can hinder the user experience during tasks. (2 reviews) - Users note that the **complexity of onboarding** may require extra effort to navigate, but it pays off later. (2 reviews) - Users report **glitches** such as lag time and unexpected logouts, impacting navigation and task updates. (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. Great way to track tasks for our advisors **Rating:** 4.0/5.0 stars **Reviewed by:** Tammy T. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about GUIDEcx?** I like the way you can track your project and add notes and the amount of time spent. **What do you dislike about GUIDEcx?** Moving between different advisors or seeing who owns the process is cumbersome. I am not excited about the new vertical layout, it is very hard to read and find the "open" task. **What problems is GUIDEcx solving and how is that benefiting you?** Provides updates both internally and to the advisor of what tasks are due and what needs to be worked on to fulfill their required timeline, still great feature **Official Response from Danni Thaw:** > Hi Tammy, Thank you for sharing your feedback on GUIDEcx! We're delighted you find the layout user-friendly and appreciate the ability to track tasks and add notes for internal use. We've shared all your feedback with the product team. Please don't hesitate to reach out if you have any further comments or suggestions! ### 2. Excellent Software - Even better team **Rating:** 5.0/5.0 stars **Reviewed by:** Justin W. | Vice President, Operations Strategy, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2022 **What do you like best about GUIDEcx?** GuideCX has a very hands-on approach to its software, customer success and implementation. This has been apparent since the beginning of the Sales cycle and has continued through the implementation and use of the software. We had a very unique use case the caused some confusion but the team was accessible and helpful through out. As our needs have shifted over the last few months that have been proactively looking for ways to help meet our changing needs. **What do you dislike about GUIDEcx?** Overall the software is great. My biggest complaint is time to load and some of the flexibility of the date dependencies could be better, additionally, I would love to see project delays/missed deadlines to be a more easily reportable field **What problems is GUIDEcx solving and how is that benefiting you?** By being able to project and track the progress of our various projects and convey that back to customers we have been able to dramatically improve our efficiency and PM skills. ### 3. Great Product, Great Company **Rating:** 5.0/5.0 stars **Reviewed by:** Emily N. | Customer Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2021 **What do you like best about GUIDEcx?** It keeps my projects organized so that my clients and I can all see the progress. Easy to use, clean and efficient interface. I love the transparency and i know my clients appreciate it as well. Recent updates to the system have made things even easier to use. I love it! **What do you dislike about GUIDEcx?** I really haven't found anything I dislike. They've thought of everything! **What problems is GUIDEcx solving and how is that benefiting you?** The biggest thing is that everyone involved with the project has access to see exactly what is going on. We are more productive because everything is kept in one place. We don't have chase information down or request access to spreadsheets. It's all in one place that everyone can see. ### 4. Easy to use and setup, helps you keep track of where customers are **Rating:** 5.0/5.0 stars **Reviewed by:** John J. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about GUIDEcx?** You can create all your customers and see where they are all at once. And check tasks off, or have the customer check it off. I love how you can add customers to it and assign them tasks. **What do you dislike about GUIDEcx?** Sometimes, if a customer has not made progress for a while would like to see how long it has been since they last made a change to it. That seemed a little buggy to me. **What problems is GUIDEcx solving and how is that benefiting you?** It was solved for us the ability to have customers see where they are in the implementation. And help us keep track of it as well, so we could follow up if they weren't making progress. **Official Response from Danni Thaw:** > Hi John, Thank you for your review! We're delighted that GUIDEcx is easy to use and that it helps you keep track of your customers' progress. We've shared your feedback with the product team. If you have any questions or suggestions for improvement, please don't hesitate to reach out. ### 5. GuideCX helps our team and customers understand where we are in the project and their role. **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about GUIDEcx?** Unlike other platforms I have used in the past, GuideCX will auto update all task assignment dates as you move through the project. **What do you dislike about GUIDEcx?** The task dependencies can make manually changing key dates inside of the project challenging. **What problems is GUIDEcx solving and how is that benefiting you?** GiudeCX allows us to build project teams that can access all project tasks and deadlines to see exactly where we are in each project. **Official Response from Harris Clarke:** > Jennifer, thank you for your review! Live forecasting and auto-updating of task due dates as you move through the project is critical, so we are glad that is making an impact for you. When you need to manually change those dates, the best way is to either manually edit them, or if you want, you can remove the dependency all together--either approach should let you proceed without challenge. Thanks again! ### 6. Manager Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah T. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2023 **What do you like best about GUIDEcx?** The ability to properly set expectations with customers for implementation timeline. **What do you dislike about GUIDEcx?** There is nothing I dislike about this product **What problems is GUIDEcx solving and how is that benefiting you?** Setting implementation guidelines per call and per implementation and the ability to make quick changes to the product based on products a customer has purchased and is needing implementation for. **Official Response from Danni Thaw:** > Hi Sarah, Thank you for taking the time to share your thoughts about GUIDEcx! We're thrilled to hear about your positive experience with our platform. Your appreciation for the ability to set clear implementation timeline expectations with customers is fantastic to hear. We've done a ton of research on the onboarding projects completed through GUIDEcx, and effective communication and setting the right expectations are key to a successful customer journey. It's also great to hear that GUIDEcx is helping you quickly make changes to your implementation processes! We've seen that tailored, yet efficient onboarding processes inspire confidence with new customers. If you ever have more feedback or need further assistance in the future, please don't hesitate to reach out. We're here to support your success and your customers'! ### 7. Great client onboarding **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about GUIDEcx?** The ability to assign clients to tasks is hugely helpful in keeping a project moving along. They can see in real-time where the project is, the status, and if it is overdue. This allows all party members to take responsibility if something is delayed. **What do you dislike about GUIDEcx?** It would be great to reassign tasks to team members who are OOO, cause right now it just pauses - or to have the capability to push dates based on the days they will be away. **What problems is GUIDEcx solving and how is that benefiting you?** The misconnect between communication of when items are ready for review. Because what we do requires a lot of client input, it's vital that we know what step of the process they are on and to keep them updated and with email, you just lose it. **Official Response from Harris Clarke:** > Thank you for your review! We built this company to do exactly what you've highlighted: help people work better together. The "out of office" idea is one our team is actively exploring, so please reach out to us via chat to join a conversation with our product team about this. Today, your team members can push out their due dates before heading out of the office and/or leave a note for their project team. We're exploring the "out of office" functionality because that will help take this to the next level. Thanks again! ### 8. Guide Review **Rating:** 4.0/5.0 stars **Reviewed by:** Andrew W. | Customer Success Director, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about GUIDEcx?** The overall premise of GuideCX. Customer engagement and visibility. The data will be impactful as well in the reporting feature as we continue to evolve our template. **What do you dislike about GUIDEcx?** The small font in the notes. I would like the font to be a bit larger or use the sizing that gmail has (small, normal, large). Other than that there is not much to truly dislike about the plaftform. **What problems is GUIDEcx solving and how is that benefiting you?** Clarity, transparency, and engagement in the onboarding process. The organizational aspect of the platform is key as well since we manage multiple projects simultaneously. Lastly, the knowledge transfer (instructions) for tasks with newer users to better understand our onboarding process. ### 9. Amazing platform for managing projects **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan J. | Senior Team Lead, Implementations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2022 **What do you like best about GUIDEcx?** GuideCX is an excellent system for keeping track of multiple projects. Not only does it help the customer know what tasks they need to complete, but allows me to hold myself accountable for project related tasks. It is also a fantastic way to track hours and let customers see how many hours remain on their projects! **What do you dislike about GUIDEcx?** There are no real downfalls to using GuideCX. The team is always open to any feedback for enhancements. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX is allowing us the ability to track hours purchased vs hour consumed on a customer by customer / project by project basis. Also allows us to assess workload for our team. ### 10. The tool is very intuitive and allows for scalable reporting and structured project plans. **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa G. | Manager of Customer Onboarding Experience, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2022 **What do you like best about GUIDEcx?** The reporting insights are a game changer. The task grouping and checklists help consolidate things and streamline work. I love that it is internal and externally facing. **What do you dislike about GUIDEcx?** i would like to see more original planned end date versus actual planned end date based on external resource agreement. The forecast end date isn't really accurate for me for reporting because things don't always follow the set durations externally. **What problems is GUIDEcx solving and how is that benefiting you?** Onboarding reporting to leadership and repeatable process design. The templates are incredibly helpful to segment and group similar projects. These templates have allowed us to launch some customers without human intervention at all! We love the automation. ### 11. It has helped me to keep my campaigns on track and flowing smoothly. **Rating:** 5.0/5.0 stars **Reviewed by:** Utkarsh K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about GUIDEcx?** Task-oriented view on the project details has helped my team to understand the process and also helped me train new hires. **What do you dislike about GUIDEcx?** Project details need to be visible to internal team to understand what are the specifications of the campaign. **What problems is GUIDEcx solving and how is that benefiting you?** Staying organised with each clients needs and tasks and reduce the turnaround time on basic tasks has helped me alot. This feature is amazing! **Official Response from Danni Thaw:** > Hi Utkarsh, Thank you for your review! The task-oriented view and project details are indeed valuable for understanding processes and training new team members. We're glad to know these features have been beneficial to you. It's great to hear that GUIDEcx has improved your organization, reduced turnaround times, and made your work more efficient. If you ever have more insights or suggestions, please don't hesitate to share them with us. ### 12. Pleasantly easy to run through **Rating:** 4.5/5.0 stars **Reviewed by:** Alyssa V. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2023 **What do you like best about GUIDEcx?** We are just in the implementation process with Guide CX at the company where I work; however, it seems easy to implement a process encompassing multiple steps across many different departments. There is a lot of information we require from our customers, and i am eager to be able to hold them accountable to timelines as well. With further use with this product know, with the support of guide cx itself we have made changes to how it works to better our company which has been a great help. While our customers still need to be more engaged, it is helping the internal team stay on track. **What do you dislike about GUIDEcx?** I am hoping this provides some accountability to our customers as a large portion of our process in Tech is being provided information from their Local network. Worried that maybe only 1 email reminder would not suffice to get the information we need within the timeframe we have indicated. One thing that I do feel needs to be addressed is the amount of emails a watcher or project manager gets. I have adjusted my notifications setting, and while i understand the need to know where a project is at, getting 10 emails everytime i assign something is bogging down my inbox. **What problems is GUIDEcx solving and how is that benefiting you?** Keeping our internal team and customers accountable for their pieces of a large scale project. ### 13. The team is sooo helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Kym G. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2023 **What do you like best about GUIDEcx?** Hamani has been so great to work with. She and the rest of the team have been amazing. **What do you dislike about GUIDEcx?** Nothing! Only wished we had started working with them sooner. **What problems is GUIDEcx solving and how is that benefiting you?** Keeping our teams on the same page with regards to where our customers are in the onboarding process. **Official Response from Danni Thaw:** > Hi Kym, Thank you so much for your kind words and appreciation of our team! We love Hamani, too! It's wonderful to know you wish you had started working with GUIDEcx sooner. Your satisfaction is our goal — and it's a great testament to our commitment to providing teams like yours with a valuable solution. The challenge of keeping teams aligned in the onboarding process is common, and we're thrilled that GUIDEcx is helping you in this aspect! Maintaining a unified approach to customer onboarding can significantly benefit your organization's efficiency and customer satisfaction. Please don't hesitate to reach out if you have more feedback or need further assistance. We're here to support your success every step of the way. ### 14. An excellent tool for onboarding customers! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2023 **What do you like best about GUIDEcx?** - Easy to use and navigate - Ability to share with customers - Able to store notes from customer meetings - Speed to set up a new project - Support from the team **What do you dislike about GUIDEcx?** - Dashboards could be more configurable - Email notifications can be quite generic and come from an individual that did not send the email - Project overview emails to be adjustable content to suit the stakeholders **What problems is GUIDEcx solving and how is that benefiting you?** Supporting us to onboard customers is a fast, standardised and efficient manor. Customers are able to view progress of their onboarding, this has enabled us to keep pace and improve our onboarding time. **Official Response from Danni Thaw:** > Thank you for your review! We're delighted to hear that you find GUIDEcx an excellent tool for customer onboarding! We've shared all your feedback with the product team. If you have any more feedback or questions in the future, feel free to reach out. We're here to assist you! ### 15. Using Guide CX is user friendly and a one stop shop for your daily business needs **Rating:** 5.0/5.0 stars **Reviewed by:** Cindi D. | Support Representative, Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about GUIDEcx?** The ability to see all projects that you are working on in one place. **What do you dislike about GUIDEcx?** Honestly, I cannot think of anything I dislike about Guide CX. **What problems is GUIDEcx solving and how is that benefiting you?** The ability to view your projects as well as keep up with your tasks for the project. In addition, the team is listed for each project so this enables me to reach out to the team member as needed. **Official Response from Danni Thaw:** > Hi Cindi, Thank you for your review! We're thrilled you find GUIDEcx user-friendly and a convenient one-stop solution for your daily business needs. Having all your projects in one place can streamline your workflow and boost productivity. If you have any more feedback or suggestions in the future, please don't hesitate to reach out. We're here to support your business needs! ### 16. GUIDEcx **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2023 **What do you like best about GUIDEcx?** Tool is flexible and allows for companies to update and utilize the tool that meets the needs for various customer segments. **What do you dislike about GUIDEcx?** It is not a dislike, we are just waiting for a few key enhancements to be made to ensure our teams are able to work more efficiently and effectively. **What problems is GUIDEcx solving and how is that benefiting you?** Help improve transparency for customers and external parties engaged in the customer onboarding experience. **Official Response from Danni Thaw:** > Hi, Thank you for sharing your feedback about GUIDEcx. We're delighted to hear about the flexibility of our platform! We appreciate your understanding about the enhancements you're waiting for. We're committed to enhancing our platform to continue enabling your teams to work more efficiently and effectively. Transparency is key to a successful onboarding process, and we're pleased to contribute to your success in that way. When your customers are happy, we're happy! If you have more insights or suggestions in the future, please reach out. We're here to support your success and continually improve GUIDEcx to meet your needs. ### 17. Optimistic onboarding manager **Rating:** 5.0/5.0 stars **Reviewed by:** Natali T. | Manager of Onboarding, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2022 **What do you like best about GUIDEcx?** I took some time to attend webinars, worked with the support desk, and had a great call with a rep at Guide CX to help us optimize our onboarding setup. Overall, I see tons of potential to make our process automated and easier for the various client personas we work with. Our team is small but mighty -- having completed almost 500 onboarding in 2022 -- so I am looking forward to the new feature updates that will take us to the next level in 2023. **What do you dislike about GUIDEcx?** At this point, there isn't anything that I dislike. If anything, I wish I knew how to optimize Guide CX sooner so I could use this tool for adjacent teams. But looking forward to 2023 and updating my onboarding process with everything new that I have learned in the last few months. **What problems is GUIDEcx solving and how is that benefiting you?** We have many products being offered at our company after a recent acquisition. Some of the onboarding teams use other tools, which naturally confuses clients who purchase a multi-product deal. With Guide CX, we can set up different templates for different products and even multi-product deals, making the client's experience much better. We look forward to integration with our Salesforce org to automate the process from the initial order being closed, creating the project for the client, and getting them started sooner. ### 18. Great CS **Rating:** 5.0/5.0 stars **Reviewed by:** Greg J. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2023 **What do you like best about GUIDEcx?** We love our customer success folks. They are super helpful. Mark has been great to work with. **What do you dislike about GUIDEcx?** I haven't heard much from the folks who use it. **What problems is GUIDEcx solving and how is that benefiting you?** We have a very complex onboarding process with many people involved. So this is managing that collaboration. **Official Response from Danni Thaw:** > Hi Greg, We love hearing your feedback on GUIDEcx and are delighted to hear about your positive experience with our CS team! Mark is fantastic, so we're glad you're working together on your onboarding process. We take a lot of pride in our Customer Success team's dedication to providing you excellent support. And you're not alone. Managing a complex onboarding process with many stakeholders can indeed be challenging. We're thrilled that GUIDEcx is helping you streamline and improve collaboration in a complex environment. Many GUIDEcx customers have found that focusing on fully integrating GUIDEcx into their tech stack can take collaboration to the next level. Our team can also help ensure your workflow is further automated, integrated, and running like a well-oiled machine. Please don't hesitate to reach out if you have more feedback or need further assistance. We're here, and we're committed to supporting your success and ensuring your experience with GUIDEcx remains exceptional. ### 19. Efficient Project Management for Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Amy L. | Chief Product Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2023 **What do you like best about GUIDEcx?** Automations of project tasks, assignments and a client facing dashboard to show progress on tasks and deadlines. **What do you dislike about GUIDEcx?** Once something is set up and being worked, it can be a challenge to modify a workflow. **What problems is GUIDEcx solving and how is that benefiting you?** We had a complex onboarding process involving my implementation team, sometimes our engineering team, the client and 3rd party vendors. The ability to set up templates and automations for each type of onboarding allowed us to speed up implementation for clients and easily report on progress. **Official Response from Danni Thaw:** > Hi Amy, Thank you for sharing your thoughts on GUIDEcx! It's great to hear that you find our platform efficient for project management during onboarding. Automations, client-facing dashboards, and progress tracking are valuable features for teams like yours, and we're pleased to know that they have benefited your implementation process. We've shared all your feedback with the product team! If you have any further suggestions or insights, please feel free to share them with us. ### 20. Great tool, simplifies and automates Customer Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Sanjay M. | Director, Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2022 **What do you like best about GUIDEcx?** Once you understand all the platform's features, it becomes very intuitive. The templatized approach cuts down on time while retaining flexibility for adjustments. The company continues to add helpful features that benefit both users and customers. **What do you dislike about GUIDEcx?** Not much to dislike - at first, it can feel a bit "busy" - but once you're familiar with the layout, it's easy to read and find what you need. **What problems is GUIDEcx solving and how is that benefiting you?** Streamlining complex onboarding for large customers. It's saving us time & money; we don't need multiple tools, and we don't have to explain the UI to our customers. ### 21. Smooth as silk onboarding experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Murray P. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2022 **What do you like best about GUIDEcx?** Great project planning and template options that encourage engagement from all stakeholders. Efficient and transparent communication options with users and thoughtful and practical reporting straight out of the box with more BI options available. Some great new training, open office hours and and webinar resources being created. **What do you dislike about GUIDEcx?** Not much to dislike at all. It would be great to make the table columns editable to customize them a little bit more to our needs. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX provides structure and consistency to the onboarding experience we provide, The visibility for stakeholders is critical, and the reporting is thoughtful and relevant. ### 22. Guidecx Is Great for Engagement, Transparency and Process Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about GUIDEcx?** While we are still in the onboarding process and have not used it, we are super excited about the client engagement that the process will provide, as well as, transparency into the client journey for their implementation. **What do you dislike about GUIDEcx?** We are pretty complex in nature and the need for multiple PMs in one project would have been nice to accomplish without a lot of custom reporting. **What problems is GUIDEcx solving and how is that benefiting you?** Client Engagement and Transparency / Capacity Planning / Process Improvement for Greater Efficiency and Increased Thru Put / Better Data and Analytics for Making Business Decisions. **Official Response from Danni Thaw:** > Thank you for sharing your initial thoughts on GUIDEcx as you embark on your onboarding journey! If you haven't already, we encourage you to sign up for our exclusive customer MasterClasses, where we share product features, tips, tricks, and answer all your questions weekly. You can register in-app through Guide University. We love that you're excited about the client engagement and transparency our platform promises to provide throughout the implementation process! It's great to see that GUIDEcx is aligned with your goals, including client engagement, transparency, capacity planning, process improvement, and data analytics. These are all crucial aspects of a successful implementation journey, and we look forward to supporting your efforts in achieving these objectives. We understand that complex projects often require multiple project managers, and we appreciate your feedback on this. Your input helps us understand your unique requirements better, and we're constantly working to enhance our features to accommodate a wide range of project complexities. If you have any more insights or suggestions as you use GUIDEcx, please don't hesitate to contact your CSM. We're here to assist you every step of the way and ensure your experience is as seamless as possible. ### 23. Great Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Glenna B. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about GUIDEcx?** I like that I can see all my projects in one place, sharp visuals. **What do you dislike about GUIDEcx?** It lags a bit when going from screen to screen but not too much. **What problems is GUIDEcx solving and how is that benefiting you?** I can see what I have done with the client, keep notes all in one place, see what tasks are still needing to be done, set due dates, etc. **Official Response from Danni Thaw:** > Hi Glenna, Thank you for your review! We're glad it helps you keep all your projects and steps in one place. We've shared all your feedback with our product team. Please reach out if you have additional questions or insights! ### 24. Best & Most Thorough Collaborative PM Tool Accompanied by the BEST staff **Rating:** 5.0/5.0 stars **Reviewed by:** Teresa H. | Implementations Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about GUIDEcx?** The level of detail the tool provides is above and beyond. Our clients, internal team, and third-party vendors have full transparency, accountability and are constantly informed. It combines process, schedule, timeline, product manuals, communication, and documentation into one. I have been a PM for ten years, and never have I experienced something that was *actually* a one-stop-shop turnkey solution. The training materials, onboarding process, and support staff consistently exceed my expectations. Whenever I have a question, I chat with support, and they have an answer within moments. I love the iterative nature of the platform, where feedback is taken from users and implemented. **What do you dislike about GUIDEcx?** The only missing piece from this platform is a view where I can see a schedule view that simply lists the task, assignee, dependency, and date in a top to bottom manner. The robust documentation is there, but if I wanted to view in one snapshot, the life of the schedule with dependencies, assignments and dates, that isn't available today. Similar to the project view in Smartsheets for lack of a better example or if my description is unclear. **What problems is GUIDEcx solving and how is that benefiting you?** We are solving for onboarding multiple financial institutions to our core products. This has endless benefits including client transparency, clear process documentation and a roadmap for what to expect throughout the life of their onboarding with us. It also provides process, procedure, documentation, and communication which is very beneficial. ### 25. Setting Up A Project Is A Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | Onboarding Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2020 **What do you like best about GUIDEcx?** I like how we can work in real-time within my projects and customers. **What do you dislike about GUIDEcx?** When on vacation I needed to inform all of my customers separately, when all I needed is a message or banner when they logged in to inform them that one of my colleagues could help them until my return. **Recommendations to others considering GUIDEcx:** If you want a program that will assist with onboarding customers then this is one of the better apps out there. **What problems is GUIDEcx solving and how is that benefiting you?** Looking at bottlenecks in our process of onboarding and how we can move them forward. ### 26. GuideCX nearly doubled the number of clients an individual is able to implement! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew F. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 11, 2022 **What do you like best about GUIDEcx?** The layout of the project plans within GuideCX is very intuitive, and the email updates for tasks have saved our implementation specialists SO much time! **What do you dislike about GUIDEcx?** Perhaps we're still in the honeymoon phase, but there haven't been any downsides. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX is helping us solve problems with organizing multiple (50+) onboarding projects; through GuideCX's ability to easily track the progress, we can manage more clients with less time. We have also started using GuideCX as part of our follow-up with recently onboarded customers and it's made managing our outreach much easier. ### 27. Best tool to keep track of our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Pedro D. | Gerente de Projetos Mexico/Brasil, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about GUIDEcx?** The layout of the toll, and user friendly. **What do you dislike about GUIDEcx?** Every 5 to 6 days there is updates that crash the system, we need to login again to acces **What problems is GUIDEcx solving and how is that benefiting you?** Guide CX allows me to be closer to the client. Only have to do a kick off call and client can continue by accessing the tool **Official Response from Danni Thaw:** > Hi Pedro! Thanks so much for your review. We're glad it's helping you keep track of your clients. We've shared all your feedback with the product team. Don't hesitate to reach out if you have more feedback or insights! ### 28. I appreciate the visual tracking and breakdown GuideCX provides. **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsie N. | Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about GUIDEcx?** As a project manager, I find it most helpful to visually breakdown and communicate tasks with my clients. **What do you dislike about GUIDEcx?** It can be glitchy at times and does go down occasionally. **What problems is GUIDEcx solving and how is that benefiting you?** Clients are now able to see all tasks related to their onboarding, then can delegate within their own team. **Official Response from Harris Clarke:** > Kelsie, thank you for your review! We're grateful to know this is helping you communicate with your clients--our mission is to help people work better together, so we love to hear that. You will also be happy to know that our team is focused on resolving all of the challenges you have seen, so thank you for sharing your experience and rest assured we are on it! If you haven't yet, please chat in with us to continue to share your experience. ### 29. Taking our implementation process to the next level with GuideCX! **Rating:** 5.0/5.0 stars **Reviewed by:** Josh C. | Vice President, Customer Experience Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2022 **What do you like best about GUIDEcx?** GuideCX makes it easy to lay out the implementation process for current project managers, clients, stakeholders on both sides and new hires. The onboarding process with GuideCX was amazing and very thoughtful to ensure I understood the product and how to best use it. My favorite part is the visibility and accountability GuideCX creates for both sides of a project! **What do you dislike about GUIDEcx?** Getting everything set up took some time but once completed everything panned out easily. The current Hubspot integration was in process of being upgraded so I have yet to integrate there but have been assured by the GuideCX team this will be available soon! **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX solves the problem of visibility into each step of the implementation process from the start, client accountability for tasks needed to move the implementation process forward and in depth reporting for all of our current projects. Additonally, we are able to automate many of the emails that project managers had to manually prepare and send to keep the projects on track. ### 30. My team, my customers, and I are finally on the same page **Rating:** 5.0/5.0 stars **Reviewed by:** Miguel R. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2022 **What do you like best about GUIDEcx?** GuideCX has allowed us to standardize our onboarding process. Before we started using it, every CSM had their own way of onboarding customers. Another benefit is that the customers can see exactly what they need to do. We have a complex software that is never fully set up because there is always more to improve. Our customers can easily get distracted by things that aren't necessary or will not get them closer to the goal of getting value. GuideCX allows us to have a simple plan that we show to our customers. If they have other things they want to do, then we can add it to the end of the project and then get them back on track with the most important activities. In short, our team is more effective and our customers get value from our software more quickly. **What do you dislike about GUIDEcx?** No much at the moment. It covers our needs and allows us to improve our systems as we go. We now have about 5 standard templates for different onboarding situations. **What problems is GUIDEcx solving and how is that benefiting you?** Speed to onboard is critical for us. If our customers don't onboard quickly then they get distracted and never end up getting value from our software. That is where churn comes from even though you may not see the churn for months down the road. ### 31. Guide cx - the answer we have been searching for. **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?** The visibility to our team and clients is helping us streamline our processes and create a repeatable client journey. **What do you dislike about GUIDEcx?** We do not have any dislikes - love the system. **What problems is GUIDEcx solving and how is that benefiting you?** Creating client facing tasks in an easy to use format. Also, having the analytics to manage our team. **Official Response from Danni Thaw:** > Thank you for your review of GUIDEcx! We love to hear that you consider GUIDEcx the answer you've been searching for. A match made in heaven! It's fantastic to know that the visibility our platform provides to both your team and clients is helping you streamline your processes and establish a repeatable client journey. That goes a long way in saving you and your team valuable time and resources. This is precisely the goal we aim to achieve with GUIDEcx. We appreciate your kind words about loving the system. We're dedicated to providing a user-friendly and efficient experience, and it's rewarding to hear that we've met your expectations. It's great to see how GUIDEcx is addressing your specific needs, such as creating client-facing tasks in an easy-to-use format and providing valuable analytics for managing your team. These are all key benefits we strive to deliver. If you ever have more insights or feedback in the future, please don't hesitate to reach out. We're here to support your success and ensure GUIDEcx continues to help you take things to the next level. ### 32. Project Management tool that involves the customer with automated updates and tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Yvonne D. | Business Analyst - Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about GUIDEcx?** GCX allows customers to watch the progress of their projects with you and play an integral part in the whole plan. Easily automated emails sent upon completion of dependencies make the tool easy to use for a consistent path each time. **What do you dislike about GUIDEcx?** Salesforce integration is still not as smooth as we would like it to be **What problems is GUIDEcx solving and how is that benefiting you?** Benefits - allows others to complete tasks when team members are away or easy reassignment for customers to use for others who may be more familiar with the needs or requirements of the business. Allows different members of our team to work on their pieces without having to have individual interaction with HR or engineers but all can see the flow and updates easily ### 33. GuideCX is the better tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Nhoel D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **What do you like best about GUIDEcx?** It gives us updates on every task movements and completion so we can work on our own tasks correctly and in a timely manner. **What do you dislike about GUIDEcx?** I can't think of something that doesn't work well. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX provides a step-by-step completion of every task for different departments which makes every member productive. **Official Response from Danni Thaw:** > Hi Nhoel, Thanks for your review of GUIDEcx! So glad you're enjoying the updates. Please reach out if you ever have any questions or insights! We're here for you. ### 34. Order from Chaos **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about GUIDEcx?** Ability for multiple teams to collaborate to service clients even post-implementation. There are many reconfiguration projects that were very hard for our teams to track and this has changed the way we work together. **What do you dislike about GUIDEcx?** Some of the due date pieces are a little wonky. Some of our milestones can be running concurrently. **What problems is GUIDEcx solving and how is that benefiting you?** The biggest issue we are solving is INTERNAL collaboration and oversight although I can see our clients realizing benefits as our teams get better versed and refine our templates. **Official Response from Danni Thaw:** > Hi — Thank you for your feedback! We're delighted that GUIDEcx has brought order to your project management processes and improved team collaboration. Streamlining reconfiguration projects can be a game-changer, and we're here to support your continued success. If you ever have more insights or need assistance, please feel free to reach out. ### 35. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda S. | Solutions Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2021 **What do you like best about GUIDEcx?** As a person who likes to have everything organized and defined for the success of a project, this product is the product for me. Our organization used to have so many process descriptions and tracking mechanisms in multiple tools and so when we were told we were going with GuideCX, I immediately took the reigns. Configuring the product was incredibly easy and the support I received was amazing. This has made my job so much more about quality of experience rather than scrambling to write emails or figuring out what is on a checklist for a task...it's all there for me in the tool. Highly recommend! **What do you dislike about GUIDEcx?** Honestly, there is nothing that I dislike. I have submitting some "nice to have" items but overall, the product does exactly what I would expect from this type of tool. **Recommendations to others considering GUIDEcx:** If you want an easy to use product that merges the features of multiple popular project management tools, please consider GuideCX. It is such a breath of fresh air. **What problems is GUIDEcx solving and how is that benefiting you?** 1. Consolidation of task managment 2. Organization of tasks and task content 3. Involving the customer in the project task responsibilities We have seen our projects go much smoother than before because task responsibility is clearly defined and there is full visibility into the status of the project. ### 36. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Jen F. | Senior Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2022 **What do you like best about GUIDEcx?** The system is very easy to use. We have multiple templates setup for our different project types, which makes creating a new project quick & easy! We also include our clients and our 3rd parties in each project, assigning certain tasks to each. We've heard from several clients how much they like the tool - it gives them access to see what is being worked on and when they can expect their project to be completed. **What do you dislike about GUIDEcx?** We have several project templates set up (maybe too many); if a task needs to be changed and that task is in most templates, you have to go into each one to update it. This is fairly minor, considering all the functionality and time-savings we get by using the system. **What problems is GUIDEcx solving and how is that benefiting you?** We have many projects going on at the same time. Each of those projects includes 2-3 internal people, the client, and at least one 3rd party, and not everyone is in the same time zone. This tool allows everyone involved to know what step each project is on, holds the person assigned to the task accountable with due dates, and less time is wasted because of time zone delays. ### 37. My experience with Guidecx **Rating:** 3.5/5.0 stars **Reviewed by:** Ayoum S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about GUIDEcx?** Document management: The platform provides a centralized location for all project-related documents, allowing teams to access the latest versions and collaborate seamlessly. **What do you dislike about GUIDEcx?** the user interface of GUIDEcx to be complex or overwhelming, particularly if they are not familiar with construction management software. I like that you added other views like Gantt chart **What problems is GUIDEcx solving and how is that benefiting you?** Improving project management Streamlining communication Simplifying document management Enhancing transparency GUIDEcx can help teams save time, reduce costs, and improve the quality of their projects. **Official Response from Harris Clarke:** > Ayoum, thank you for your review--it's great to hear from you. We're glad to hear GUIDEcx has allowed your team to access the latest content and collaborate seamlessly. We are working hard to strike a balance between what an internal project manager needs (by way of functionality, like the Gantt chart which we are happy to hear you like) and the simplicity of our Compass experience which is designed for your customers to show them only information that is relevant to them--displayed in a clean, modern visual. Please review the Compass article in our Help Center (linked below) and let us know if this helps reduce the complexity/feeling of overwhelm that you described here. We are also happy to set up time to meet with you and your team to review which option may be best for your internal teams and your customers. You can schedule that meeting with us anytime by reaching out to csm@guidecx.com Thanks again! ### 38. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Sarina P. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2023 **What do you like best about GUIDEcx?** How it sends out reminders on uncompleted tasks and how it keeps track of time and provides a project completion date. **What do you dislike about GUIDEcx?** I can not think of anything at this time **What problems is GUIDEcx solving and how is that benefiting you?** Helping us to complete client onboarding in a timely manner **Official Response from Danni Thaw:** > Hi Sarina, Thank you for your review of GUIDEcx — we're glad you find our platform easy to use! It's great to know that you appreciate the reminders for uncompleted tasks, time-tracking capabilities, and project completion date features that GUIDEcx offers. These features are designed to enhance efficiency and keep projects on track. We're committed to providing you with a seamless experience. If you ever have more insights or feedback in the future, please don't hesitate to reach out. We're here to support you. ### 39. Friendly site **Rating:** 5.0/5.0 stars **Reviewed by:** Iris G. | Senior Project Manager I - Professional Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about GUIDEcx?** You are able to interact to the customer in a friendly way and you can track each milestone of the projects. **What do you dislike about GUIDEcx?** The time that is set for each task is not that long. **What problems is GUIDEcx solving and how is that benefiting you?** Communication and timelines. **Official Response from Danni Thaw:** > Hi Iris, Thanks for leaving a review! We're so glad GUIDEcx provides a friendly platform to communicate with your clients and track the milestones. If you ever have feedback or questions, don't hesitate to reach out to us. ### 40. Intern Project **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Enterprise (> 1000 emp.) **Reviewed Date:** August 01, 2023 **What do you like best about GUIDEcx?** The hand's on approach with the GuideCX team helped during an intern project as our organization drove GuideCX implementaion. **What do you dislike about GUIDEcx?** From my limited experience to this point, the only thing I disliked was not being able to save my preferred view for task I was working on. **What problems is GUIDEcx solving and how is that benefiting you?** Standardizing onboarding experience for new team members. GuideCX helps ensure we have set expectations and are able to easily replicate from one team member to the next. **Official Response from Danni Thaw:** > Thank you for sharing your thoughts about GUIDEcx — we're so glad you liked the hands-on approach of our team! It's also fantastic to hear how GUIDEcx helps you standardize the onboarding experience for new team members. Setting expectations and ensuring a consistent process from one team member to the next is what we aim to help you achieve with our platform. We're a leader in customer onboarding but new employee onboarding is a fantastic use case for GUIDEcx! Our mission is to help people work better together. We've shared your feedback with the product team about saving your preferred view for tasks. Thanks for that! If you ever have more insights or feedback in the future, please don't hesitate to reach out. We're for you. ### 41. Implementation Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2022 **What do you like best about GUIDEcx?** GuideCX helps me keep track of where I am with multiple projects, as well as moving them along at the proper pace. **What do you dislike about GUIDEcx?** Not much. I wish they had Start to Start contingencies instead of just Finish to Start and admittedly, they may have this and I just haven't realized it yet. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX is helping me keep track of my responsibilities across multiple projects, as well as keeping the customer accountable for theirs. **Official Response from Danni Thaw:** > Hi — thanks for this review! We're glad GUIDEcx is helping you keep track of where you are with multiple projects. If you ever have more feedback or insights, don't hesitate to reach out to us! ### 42. Provides faster onboarding for customers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2023 **What do you like best about GUIDEcx?** GuideCX makes it easier to track customer onboarding projects and helps them get up and running faster. **What do you dislike about GUIDEcx?** The reporting is limited. I am used to using Salesforce, where I can pull any data. I currently have to push the data to Salesforce to run most reports. It would be better if GuideCX were built on Salesforce instead of just having the ability to integrate with Salesforce. **What problems is GUIDEcx solving and how is that benefiting you?** Shared access with the customer to efficiently track onboarding progress **Official Response from Danni Thaw:** > Thank you for sharing your thoughts on GUIDEcx! We're happy GUIDEcx contributes to faster customer onboarding for you and your team. That's our goal — saving you time and money. We appreciate all your feedback and will share this with the product team. If you have any more suggestions or questions in the future, please feel free to reach out. ### 43. Easy to use, valuable tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about GUIDEcx?** The best part of Guidecx is its ability to keep a project on task without having a meeting. The ability for all parties to see progress and communications is a next-level way to collaborate on a common goal. **What do you dislike about GUIDEcx?** Sometimes the target dates could be more dynamic and adjust in real-time to the process. It still works well but could be even better. I think some self-serve videos for others would be helpful as well. **What problems is GUIDEcx solving and how is that benefiting you?** A common place of truth for project management helps all involved know where to go and how to see where things are at. It has removed the need for meetings and emails which is a big time saver. **Official Response from Danni Thaw:** > Hi — Thank you for your feedback on GUIDEcx! We're so glad you find our platform valuable for project management and collaboration. Keeping everyone on the same page and informed about progress is a key goal for us. We've shared all your feedback with the product team. If you have any more insights or suggestions in the future, please don't hesitate to share them with us. ### 44. GuideCX makes customer engagement easier. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about GUIDEcx?** I like how it's very user-friendly for our customers. I can definitely see that GuideCX is a platform that was built with customer engagement in mind. **What do you dislike about GUIDEcx?** GuideCX has been evolving a lot which is great, but with every new enhancements we experience disruption to the core features. Also there are minor changes that are made without prior communication so there has been instances where a button we use would disappear or a feature would change in how it works, etc. Better regression testing and QA is highly suggested to ensure that customer experience isn't interrupted with the core foundational features intact and up and all times. Also the reporting can be better in my opinion. The fact that we can't readily just create our own reports the way we need it gets frustrating. Dashboards are nice but the reporting capability is very limited for those who prefer to create their own reports. **What problems is GUIDEcx solving and how is that benefiting you?** We are engaging customers throughout the implementation process with GuideCX, and it's helping us with less manual work, increasing efficiency. ### 45. GuideCX for Implementation **Rating:** 4.5/5.0 stars **Reviewed by:** Kari M. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2023 **What do you like best about GUIDEcx?** Functionality and automation. User friendly for both PM and customer **What do you dislike about GUIDEcx?** Inability to add customizable tasks for a unique implementation. **What problems is GUIDEcx solving and how is that benefiting you?** One Central location for all implementation projects. And improving metrics and reporting. **Official Response from Danni Thaw:** > Hi Kari, Thank you for taking the time to review GUIDEcx! We're glad you like the functionality and automation that our platform offers and that it's user-friendly for both your project managers and customers. It's also great to hear that GUIDEcx provides you with a central location for all implementation projects, which helps streamline your processes. Metrics and reporting are key aspects of our platform, and we're happy to arm your team with actionable insights. We understand the importance of flexibility and will continue to enhance our platform! 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 enhance GUIDEcx to meet your needs. ### 46. GCX **Rating:** 4.5/5.0 stars **Reviewed by:** Angie S. | Sr Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 18, 2023 **What do you like best about GUIDEcx?** I like you can see entire project from start to finish **What do you dislike about GUIDEcx?** That you are not able to download the notes of a task. **What problems is GUIDEcx solving and how is that benefiting you?** I am better able to help staff manage their workloads. **Official Response from Danni Thaw:** > Hi Angie, Thank you for sharing your feedback about GUIDEcx! We're pleased that you appreciate the ability to see your entire project from start to finish. If you have any more thoughts or questions in the future, please don't hesitate to reach out! ### 47. Brittney Karstens' Review **Rating:** 5.0/5.0 stars **Reviewed by:** Brittney K. | Senior Project Manager- Implementations, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about GUIDEcx?** GuideCX excels as an intuitive interface and has seamless collaboration features. It empowers me to Manage customer Onboarding and Project Management. Customizing, tracking the project, and communicating in real-time is easy. **What do you dislike about GUIDEcx?** At times the it is slow when updating and commenting on tasks. **What problems is GUIDEcx solving and how is that benefiting you?** At this time, there is nothing broken; the software is sometimes slow to update notes. This takes seconds; every message or comment adds up in time. **Official Response from Danni Thaw:** > Hi Brittney, Thank you for sharing your thoughts on GUIDEcx! We aim to make your onboarding and PM processes as smooth as possible. We've shared all your feedback with the product team. If you ever have more feedback or questions, feel free to reach out. ### 48. Great Onboarding tool for Project Managers **Rating:** 5.0/5.0 stars **Reviewed by:** Ian D. | Sr Project Manager and Implementation Team Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2022 **What do you like best about GUIDEcx?** The ability to keep project all in one place and allow visibility into these projects on the client side **What do you dislike about GUIDEcx?** It takes a bit of time to get used to the platform and understand all of its capabilities **What problems is GUIDEcx solving and how is that benefiting you?** Clients not know what to do and when to complete these tasks. As a project manager, I dont have to continue to remind them every step of the way ### 49. Works ok, but could be better. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about GUIDEcx?** The connectivity for the client. Bot creation is a valuable method to communicate to the users. **What do you dislike about GUIDEcx?** The form creation could be more versatile. Also, when searching for a client site in the drop-down, there is no search and it's not alphabetically listed. **What problems is GUIDEcx solving and how is that benefiting you?** It has created a method of communication for hospitals to contact patients for information or to remind them of upcoming appointments. **Official Response from Harris Clarke:** > We're glad to hear we are helping you create connectivity with your clients. Thank you for sharing that. We are also glad to report that the concern you had has been resolved and when searching for a client in the drop-down, GUIDEcx will give the option to search as well as sort the results alphabetically. Thanks again! Please chat in with us to review this in more detail. ### 50. Love using guide cx however we would like to be able to organize attachments **Rating:** 5.0/5.0 stars **Reviewed by:** jennifer O. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2022 **What do you like best about GUIDEcx?** I love being able to see where every project is and incorporating the tasks for the employees. It helps make sure the project is moving forward correctly! I also like being able to communicate over the notes section **What do you dislike about GUIDEcx?** I wouldn't say I like the attachments. I feel it would benefit if we could create folders within the attachments section so they can be easily organized. Right now, I can have between 3-6 pages of attachments, and to find what I need, I spend a lot of time scrolling through the pages. Very disorganized and leaves room for errors. **What problems is GUIDEcx solving and how is that benefiting you?** They are trying to solve the phone app. That needs to be significantly improved, and we do need to be able to upload attachments and see attachments in the field for our business. **Official Response from Harris Clarke:** > Jennifer, thank you for your review! It's great to hear that you love seeing where every project is and incorporating tasks for employees. Your feedback on the attachments is appreciated as well. Good news on the mobile app! Today you can upload attachments with the mobile app and soon you will be able to download them too. Keep your eyes out for a big mobile app update before the end of the year. Additionally, someone from our team will be reaching out to you to coordinate a meeting with our Product team to discuss attachments in more detail (i.e. attachment management, folders, etc.). Thanks again! ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+01%3A01%3A43+-0500&secure%5Bsession_id%5D=3f9afbf5-1809-4659-a79e-3581b74a33b4&secure%5Btoken%5D=29472a290d1708cc033da88ceafc56ab0adbf8492eae9f735d42a57b6b736225&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 (16,467 reviews) - [Asana](https://www.g2.com/products/asana/reviews) - 4.4/5.0 (13,222 reviews)