GuideCX Reviews in July 2025: User Ratings, Pros & Cons

"Great way to track tasks for our advisors"

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 ...

"Streamlined and focused our implementation efforts!"

What do you like best about GUIDEcx? The system is very easy to use and clear to keep up with. We have really enjoyed the ability to make many templates which has allowed us to offer different implementation programs to our user base. Communication with the team has been easy and effective for onboarding and learning expert Guidecx skills. GUIDEcx has allowed us to double our implementation capacity without adding members to our implementation team. It has been a great addition to our tech ...

"Great Platform"

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.

"Best tool to keep track of our clients"

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

"Game changing customer and channel partner experience uplift"

What do you like best about GUIDEcx? Consistence and persistence across all engagements, PMs, and lines of business. It has great OTS integration with SFDC and a feature-rich API capability. What do you dislike about GUIDEcx? The ONLY thing I would like to see is a cleaner approach to large (50+ location) deployments. Being able to for example build a template and then define a location count and then have Guide build out a single project plan with all of the locations that roll up to a ...

"Brittney Karstens' Review"

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 ...

"GCX"

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.

"Great Onboarding Tool!"

What do you like best about GUIDEcx? GUIDEcx allows for seamless onboarding management for various customers at a time. It boosts team bandwidth and productivity. What do you dislike about GUIDEcx? GUIDEcx could allow for better template/task management and reporting. What problems is GUIDEcx solving and how is that benefiting you? Increases team bandwidth as each individual can manage more projects Allows for better visibility into project status Cuts down on training period for new ...

"Easy to use, valuable tool"

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 ...

"CurbWaste - Co-Founder & CCO"

What do you like best about GUIDEcx? Working with GuideCX has been nothing short of amazing. Being a leader in CS, I even find myself modeling what we do from a process perspective after them. They have assisted us in getting our process up and running as quickly as possible, even helping accommodate my maternity leave. I can't say enough great things about this team! What do you dislike about GUIDEcx? There is nothing to dislike. The product has a few more features that I am looking for, ...