# 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 find GUIDEcx to be **super easy to use** , simplifying communication and streamlining project management effectively. (13 reviews) - Users commend the **responsive customer support** of GUIDEcx, enhancing their experience with timely assistance and resources. (12 reviews) - Users appreciate the **effective project management** of GUIDEcx, enhancing onboarding flow and team collaboration effortlessly. (12 reviews) - Users find the **ease of learning** with GUIDEcx refreshing, making onboarding and project management simple and effective. (9 reviews) - Users value the **effective team collaboration** features of GUIDEcx, enhancing communication and project transparency for all stakeholders. (9 reviews) - Users praise **automation** features that streamline processes, enhance efficiency, and improve client onboarding experiences with GUIDEcx. (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 find the **learning curve steep** with GUIDEcx due to unclear onboarding and complex customizability. (4 reviews) - Users experience **slow loading times** with GUIDEcx, particularly for large projects, affecting workflow efficiency. (3 reviews) - Users report **glitches in impersonating profiles** and issues with ticket handling, impacting usability and transparency of fixes. (2 reviews) - Users note that the **complexity** of setup may require significant mental energy, especially with unclear onboarding flows. (2 reviews) - Users report **glitches** such as lag time and unexpected logouts, impacting their workflow on GUIDEcx. (2 reviews) - Users note the **missing features** like starter templates, hindering effective implementation and showcasing limited current functionality. (2 reviews) - Data Deletion (1 reviews) - Deletion Issues (1 reviews) - Difficult Learning (1 reviews) - Difficult Setup (1 reviews) ## GUIDEcx Reviews ### 1. Easy Task Management and Great Support with GUIDEcx **Rating:** 4.5/5.0 stars **Reviewed by:** Morgan M. | Sr. Manager, Client Onboarding, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2025 **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. **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. **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. ### 2. Streamlined Onboarding with Clear Customer Status Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2026 **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. **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. **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 ### 3. GuideCX Brings a Single Source of Truth to Customer Onboarding **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2026 **What do you like best about GUIDEcx?** 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. **What do you dislike about GUIDEcx?** 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. **What problems is GUIDEcx solving and how is that benefiting you?** The problem: Before GuideCX, our onboarding process wasn’t always consistent from one client to the next. We didn’t have a standardized playbook, so each customer ended up with a slightly different experience. Our CS team was drowning in manual tracking, and customers often felt unsure about the true scope and timeline of their implementation. The benefit: GuideCX has completely professionalized our handoff. By automating the manual “status check” tasks, our CS team can focus on strategy instead of living in spreadsheets. Customers get a world-class experience with a clear roadmap, and internally we finally have a repeatable, scalable process that helps ensure nothing gets missed. ### 4. Streamlined Client Onboarding with Customizable Journeys **Rating:** 5.0/5.0 stars **Reviewed by:** Mitch B. **Reviewed Date:** December 12, 2025 **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. **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. **What problems is GUIDEcx solving and how is that benefiting you?** I use GUIDEcx to organize our client onboarding journeys and manage post-launch client disposition changes, ensuring a smooth experience for customers. ### 5. I couldn't be more impressed and excited to use a service. **Rating:** 5.0/5.0 stars **Reviewed by:** Zack B. | Project Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2025 **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. **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. **What problems is GUIDEcx solving and how is that benefiting you?** Keeping everyone, internal and external, on the same page and up to date on where we are at on a project/onboarding. Communication has been one of the most difficult goals for us to achieve, but we now have a tool capable of handling all of our project and onboarding needs. ### 6. A "Must Have" for onboarding/implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2025 **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. **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. **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX is defining, automating, and scaling our onboarding process. It also provides visibility into all the projects and templates for anyone in the organization. ### 7. Amazing software for customer onboarding experience **Rating:** 5.0/5.0 stars **Reviewed by:** Morgen S. | Professional Services Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2025 **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. **What do you dislike about GUIDEcx?** Sometimes, GUIDEcx can take a long time to load pages, especially for large projects. **What problems is GUIDEcx solving and how is that benefiting you?** Reducing project work hours by automating and simplifying our processes/procedures. ### 8. Phenomenal product with a staff who does what it takes to ensure the highest quality service! **Rating:** 5.0/5.0 stars **Reviewed by:** Justin S. | IT Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **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. **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! **What problems is GUIDEcx solving and how is that benefiting you?** GuideCX allows us the ability to effectively manage our plethora of project seamlessly & with clear visibility for our customers! ### 9. GuideCX setup and walkthrough **Rating:** 4.0/5.0 stars **Reviewed by:** Malvika M. | Solutions Delivery Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2025 **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 **What do you dislike about GUIDEcx?** There seems to be a few bugs in loading and using the UI from time to time **What problems is GUIDEcx solving and how is that benefiting you?** We are primarily using guide cx to help guide our customers through the onboarding process and ensure they understand what steps need to be completed in order to deploy and use Anomalo ### 10. GuideCX; An implementation tool's favorite implementation tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah B. | VP, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2025 **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. **What do you dislike about GUIDEcx?** I don't think there's anything in particular that's not to like about GuideCX! **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. ## GUIDEcx Discussions - [What is GUIDEcx used for?](https://www.g2.com/discussions/what-is-guidecx-used-for) - 1 comment ## GUIDEcx Pricing - **Premium**: Contact Us Premium includes Professional, plus: - **Advanced**: Contact Us Advanced includes Premium, plus: - **Professional**: Contact Us Professional includes Starter, plus: - **Starter**: Starting at $4,700.00 [View full pricing details](https://www.g2.com/products/guidecx/pricing) ## GUIDEcx Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [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 (791 reviews) - [monday Work Management](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (14,743 reviews) - [Asana](https://www.g2.com/products/asana/reviews) - 4.4/5.0 (12,902 reviews)