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GuideCX - Client Onboarding Software

GuideCX Reviews in June 2026: User Ratings, Pros & Cons

Your guide to efficient onboarding and happy customers.

4.7

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GuideCX offers custom pricing plan

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GuideCX Reviews & Ratings

4.7

Excellent

Based on 368 ratings & 348 reviews

Rating Distribution

Excellent

(287)

Very Good

(55)

Good

(5)

Poor

(0)

Terible

(1)

Spotsaas Editor’s POV

GuideCX is a project organization software that stands out for its ability to streamline project management processes with a focus on onboarding and customer engagement. The software excels in providing a centralized source of truth for project details, ensuring transparency and efficiency in managing tasks and timelines. The customizable templates and task ...Read more

GuideCX pros and cons

  • Track project information efficiently, including time spent on tasks and persons involved, enhancing collaboration.

  • Automation of tasks based on dependencies ensures projects remain on track and progress is visible in real-time.

  • Offers customizable solutions for mapping customer onboarding experiences, evolving with changing needs.

  • User-friendly interface and template options simplify project planning and management, even for complex projects.

  • The system could improve in simplifying task dependencies and manual changes in key dates within projects.

  • Custom reporting and field control features might require a learning curve and could offer more flexibility.

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Showing 91-100 out of 348

AU

Anonymous User

05/11/23

5 out of 5

"GuideCX has helped organize and streamline our project implementations from setup to launch."

What do you like best about GUIDEcx? The things I like the most about GuideCX are templates, tags, and viewing all tasks in a single space. Viewing all tasks through different filters helps me manage my projects without stepping on toes. What do you dislike about GUIDEcx? The dependencies can be a little reductive sometimes. I find myself removing dependencies to remove restrictions on start dates. If I could have dependencies fire emails without directly affecting start dates, that would ...

Read more

AU

Anonymous User

05/10/23

4.5 out of 5

"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 ...

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JK

Joel K

05/10/23

5 out of 5

"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 ...

Read more

AU

Anonymous User

05/10/23

4.5 out of 5

"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 ...

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GB

Glenna B

05/10/23

5 out of 5

"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.

AH

Ajia H

05/10/23

5 out of 5

"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 ...

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PD

Pedro D

05/10/23

5 out of 5

"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

BK

Brittney K

05/10/23

5 out of 5

"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 ...

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AS

Angie S

05/10/23

4.5 out of 5

"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.

AU

Anonymous User

04/12/23

5 out of 5

"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, ...

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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