I like the collaboration features most. GUIDEcx gives both internal teams and customers clear visibility into progress, action items, and key milestones. Review collected by and hosted on G2.com.

My biggest frustrations are with the newer V2 experience. The reporting feels less intuitive than V1, and message threads are harder to follow and track. I also prefer the previous template structure over the newer phase-based approach, which feels less flexible and more difficult to manage. Review collected by and hosted on G2.com.

External stakeholder accountability was a feature the attracted me to GuideCX. As you will note in my other comments it did not solve the problem and eroded the value of the software. Review collected by and hosted on G2.com.

When we onboarded with this product it lacked strong integration with financial performance of project execution. This was something we expected would come and it never met our expectations.

External stakeholder accountability was also a feature we liked. In practice however, it did not deliver on the hype. This is not a reflection on the product but it eroded the value of the software.

We have reverted to internal tools that are better aligned with overall operations. Review collected by and hosted on G2.com.

GUIDEcx provides a great platform for managing tasks with cross-functional teams. It makes it easy to keep multiple client onboarding journeys organized and up to date. The extensive knowledge base allows for seamless self-service on the majority of questions and issues you may come across but their support team is always quick to respond to tickets as well. Review collected by and hosted on G2.com.

Minor performance issues like lag time when navigating from project to project, or the system logging you out mid task update. I understand that the new GUIDE 2.0 should address these issues. Review collected by and hosted on G2.com.

GUIDEcx has unified our onboarding process through templates, giving every customer a consistent experience - while still allowing us to adjust the roadmap as needed. Our Project Managers now have one place to manage all projects, and the Salesforce integration lets us proactively raise Risk Cases before issues escalate.

Customer communication is more streamlined, and we love that the platform pus accountability on the customers - making it clear that their participation directly impacts project success.

Highly recommended for any team looking to standardize and scale their onboarding. Review collected by and hosted on G2.com.

There are some hiccups that I've experienced, which when creating a ticket, support has responded quickly with solutions. Review collected by and hosted on G2.com.

Guide CX is providing our Onboarding Team a streamlined process with the integrations to other project tools that our organization utilizes. Guide CX also will provide the a organized customer view of the status and dependencies of what is next in line on the to do list.

Guide CX staff has been excellent in walking our team through the implementation of the software. Review collected by and hosted on G2.com.

The only drawback we have found is setting up weekly recurring meetings, they must be tied to a specific task, which can be cumbersome for the Onboarding Coach. Review collected by and hosted on G2.com.

What I like most about GuideCX is that it creates a unified “single source of truth” for both our internal team and the customer. Before, onboarding was a mess of spreadsheets and emails buried in inboxes. Now, the platform keeps everyone across our different teams aligned and working from the same information. It also lets management open any project and quickly see the current status without having to track down or speak with the people doing the work. Review collected by and hosted on G2.com.

One minor frustration I’ve run into is the default search behavior. At times, the platform automatically applies a filter that hides projects if they haven’t been updated recently. That can be confusing when I’m trying to find an older or stalled project and it doesn’t show up right away, which then forces me to manually clear or tweak the filters to locate what I’m looking for. Review collected by and hosted on G2.com.

I love how GUIDEcx allows us to set customized onboarding journeys at the client level, based on their unique needs. Our journeys are very robust and involve a multitude of tasks that might need to be sequenced differently or managed by various parties, including external stakeholders. GUIDEcx helps us manage all of that seamlessly, letting us focus on providing a good customer experience without getting bogged down by the administrative tasks. I also appreciate the initial setup process, which was pretty easy once we ironed out the details. Plus, GUIDEcx integrates well with tools like Salesforce, HubSpot, and Slack, which our business relies on. Review collected by and hosted on G2.com.

We are still learning how to use it effectively in an external capacity, and so we primarily use it internally. We know there's a lot of functionality that we haven't tapped into yet. Review collected by and hosted on G2.com.

The ability to keep everyone, both internal and external, on the same page. We struggled for years to find an effective way to make sure everyone was on the same page and with GUiDEcx, we finally have the answer we've been looking for. The email reminders for tasks, the projected end date to keep everyone on track, it's simply perfect. I can't say enough positive things about this product and the team behind it. Review collected by and hosted on G2.com.

I won't be of much help for this part of the review since I currently only have positive things to say about GUIDEcx. I think like any tool, it's only as useful as you make it and this tool give us the ability to do everything we need to do for us and our clients. The only thing I would like to see is multi-factor authentication for logging in, just for security purposes. Review collected by and hosted on G2.com.

GuideCX checks a lot of critical boxes for scaling and improving an onboarding/implementation flow. It automates emails to customers, forces users to define every step of the onboarding process, allows for valuable insights into each project/template, and improves the work experience of the onboarding/implementation managers actually running the projects. Review collected by and hosted on G2.com.

Not a dislike, but it is a warning: if you have an onboarding flow that is not clearly defined and/or does not have an obvious flow to it, the set up can take some mental energy to complete; however it is absolutely worth the initial effort and teams will get this time back and much, much more as they continue along. Review collected by and hosted on G2.com.

GUIDEcx offers an amazing platform, which allows us to automate a tremendous amount of communication to clients, thus reducing work hours for our internal team members. And, it offers all this functionality while being super easy to use and understand.

With clearly set roles/permissions along with the details we build out in templates, we reduce the risk of human error and ensure compliance on our SOPs.

Implementation has been very easy so far, and I feel very supported by the GUIDEcx team with all of our questions.

I'm very excited to implement integrations across our other internal systems for consistency in reporting and transparency in project status. Review collected by and hosted on G2.com.

Sometimes, GUIDEcx can take a long time to load pages, especially for large projects. Review collected by and hosted on G2.com.