Keith V.

Implementation Project Manager

Mid-Market (51-1000 emp.)

7/20/2021

"GuideCX = Improved efficiencies / Allows for focus on more important project items"

4.5/5

What do you like best about GUIDEcx?

I've had a great experience with GuideCX so far! GuideCX makes managing projects easier and more effecient.

The User Interface (UI) in GuideCX is smooth and navigation is very easy! I like the fact that there doesn't need to be a lot of time spent managing the system as it does most of the work for you through automations. I've personally used a lot of project management tools like Microsoft Project, Asana and Trello. These platforms don't come close to what is offered by GuideCX in terms of automation in the system and ease of project worklow.

There is work needed at the beginning of the project to configure and assign users to the team. Most my time spent in the system is mainly for marking tasks as complete or adding client notes in the system. We personally use Salesforce as well at our company and the notes carry over with integration, this is used through a company called Zapier.

In my opinion, here are the pros of using the platform:

- Easy of automation (email notifications) - time is saved not having to create emails and allows for time to be focused on other project items.

- Project Plan(s) - It's very easy to see where the progress of a project is currently and makes updating projects smooth.

- Completing project tasks - Marking a project task as complete in the system is very easy! I really like going into the system and marking tasks as complete it gives me satisfaction (must be a project manager thing)

I would personally recommend GuideCX to those who need a client onboarding and project management tool. The app has greatly benefited our company and the way we do business. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

There is not much not to like about this platform; however, there are a few items I've shared with their product team which would make the product even better.

A few of those proposed ideas were the following:

- Create a Kanban Board view when you first login into the system that allows you to see progress for all projects

- The timeline view is too complicated, in my opinion - I've used Microsoft Project in the past, and they do a better job on this type of layout

- Allow users to modify the project plan and add additional tasks instead of creating new action items. Also, if possible, allow for the ability to create sub-tasks within the project plan itself.

- I'd also like a way to increase client enagagement in the GuideCX portal itself - not to many clients are interested in accessing the project portal. Review collected by and hosted on G2.com.

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

GuideCX has allowed for faster implementation times and improved client satisfaction. I like the fact that the platform manages itself and the emails sent to clients effectively get project items done.

Most customers appreciate how quickly meetings get scheduled; additionally, GuideCX allows for more interaction with clients, essential in today's world.

Overall, GuideCX has been a game-changer and deserves more recognition in this space! Review collected by and hosted on G2.com.

GUIDEcx Reviews & Product Details

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.

Seller

GuideCX

Discussions

GUIDEcx Community

Languages Supported

English

Overview by

Stacey Hatch

Pricing

Pricing provided by GUIDEcx.

Premium

4 Licenses +

Advanced

4 Licenses +

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Integration information sourced from real user reviews.

GUIDEcx Media

Get the right members on your team, working together at peak efficiency to drive customer engagement and profitability.

Dive into the details of your project. Project info is contained in “cards” so you can see where tasks stand and identify steps to stay on track.

In addition to capacity, project managers should consider a team member’s skillset when assigning tasks. Setting up functions and adding resources to those functions ensures the right people are being assigned to the right tasks, optimizing time and effort.

GUIDEcx reports are designed to shorten the distance between insight and action. Dig into project trends and bottlenecks so you can proactively manage your customers’ onboarding experience.

Easily update project or task status, respond to a customer note, and upload an attachment. Enable push notifications so you never miss an update!!

High level visualization of your project timeline. Simplify project reviews and status reports, make in-line adjustments, and see how the pieces of your project fit together.

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Morgan M.

Sr. Manager, Client Onboarding

Mid-Market (51-1000 emp.)

12/15/2025

"Easy Task Management and Great Support with GUIDEcx"

4.5/5

What do you like best about GUIDEcx?

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.

What do you dislike about GUIDEcx?

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.

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

GUIDEcx is our answer to project management for our entire new client onboarding pipeline. It will also soon become the base for all of our post-launch client journeys which will allow us to add more structure to client events that happen after initial onboarding and should help improve our long-term client experience. As we continue to expand and scale, we will also likely look to GUIDEcx to help us provide more self-serve, client-facing options. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

1/15/2026

"Streamlined Onboarding with Clear Customer Status Tracking"

4.5/5

What do you like best about GUIDEcx?

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.

What do you dislike about GUIDEcx?

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 problems is GUIDEcx solving and how is that benefiting you?

One source of entry in projects that will integrate with other software, streamlining processes.

Setting up dependencies for the customer to know what is next in line on the to do list

Available CSAT scoring throughout the project to improve processes by milestones

Project management tools and visibility to project management status on track, behind, or red flag

Onboarding Team Capacity Planning Review collected by and hosted on G2.com.

Mitch B.

12/12/2025

"Streamlined Client Onboarding with Customizable Journeys"

5/5

What do you like best about GUIDEcx?

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.

What do you dislike about GUIDEcx?

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.

Zack B.

Project Lead

Small-Business (50 or fewer emp.)

6/9/2025

"I couldn't be more impressed and excited to use a service."

5/5

What do you like best about GUIDEcx?

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.

What do you dislike about GUIDEcx?

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.

Verified User in Computer Software

Enterprise (> 1000 emp.)

12/8/2025

"A "Must Have" for onboarding/implementation"

5/5

What do you like best about GUIDEcx?

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.

What do you dislike about GUIDEcx?

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.

Morgen S.

Professional Services Manager

Mid-Market (51-1000 emp.)

2/7/2025

"Amazing software for customer onboarding experience"

5/5

What do you like best about GUIDEcx?

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.

What do you dislike about GUIDEcx?

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

Justin S.

IT Project Manager

Mid-Market (51-1000 emp.)

5/7/2025

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

5/5

What do you like best 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 invaluable partner. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Malvika M.

Solutions Delivery Manager

Mid-Market (51-1000 emp.)

7/21/2025

"GuideCX setup and walkthrough"

4/5

What do you like best about GUIDEcx?

The UI is fairly intuitive and the functionality offers a lot for teams to stay organized and aligned with the customer Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

There seems to be a few bugs in loading and using the UI from time to time Review collected by and hosted on G2.com.

Sarah B.

VP, Customer Success

Mid-Market (51-1000 emp.)

2/27/2025

"GuideCX; An implementation tool's favorite implementation tool"

5/5

What do you like best about GUIDEcx?

We love the visibility and control that GuideCX provides for our internal team and our Customer to run projects on time, and know exactly what's up and around the corner to keep plugging away. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

I don't think there's anything in particular that's not to like about GuideCX! Review collected by and hosted on G2.com.

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

GuideCX helps us to retain full visibility into the progress of onboarding our Customer's, see where they get stuck and remove blockers much more quickly than we could before. We love the ability to run all Client communication through GuideCX (emails, task messages, status updates, etc) so all things are stored in one source of truth. Review collected by and hosted on G2.com.

Sean M.

Senior Account Manager

Mid-Market (51-1000 emp.)

11/20/2024

"Revolutionised our onboarding package"

5/5

What do you like best about GUIDEcx?

GUIDEcx has helped us move into the modern ages of onboarding new clients - with spreadsheets, post it notes and uncontrolled communication being a thing of the past. Through GUIDEcx we are able to manage projects with true colloboration with our clients, with each stakeholder able to see how a project is performing.

The implementation phase was really simple, with recipe builders for our integrations making life mega easy. The onboarding from GUIDEcx was truly fully supported to, with resource on hand to answer silly questions, assist with template creation and made sure we could use the software in a short period of time. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

At this point, we have so many positives around the GUIDEcx, there is not a lot to dislike. Review collected by and hosted on G2.com.