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GuideCX - Client Onboarding Software

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

Your guide to efficient onboarding and happy customers.

4.7

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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)

Expert's Review

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 101-110 out of 348

JJ

Jonathan J

04/07/23

5 out of 5

"Amazing platform for managing projects"

What do you like best about GUIDEcx? GuideCX is an excellent system for keeping track of multiple projects. Not only does it help the customer know what tasks they need to complete, but allows me to hold myself accountable for project related tasks. It is also a fantastic way to track hours and let customers see how many hours remain on their projects! What do you dislike about GUIDEcx? There are no real downfalls to using GuideCX. The team is always open to any feedback for ...

Read more

MI

Michelle I

04/07/23

5 out of 5

"Excellent Service!"

What do you like best about GUIDEcx? From the chat platform to account management, GuideCX provides excellent service and support! That, coupled with the project management aspect of the tool makes this an easy recommendation! I think GuideCX is a great value for the cost and helps us stay on top of our projects, connected with our customers and provide best in class onboarding services. What do you dislike about GUIDEcx? Some of the features could be more user friendly, allowing for bulk ...

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NC

Nicole C

04/04/23

5 out of 5

"Amazing Project Mgmt/Onboarding Tool"

What do you like best about GUIDEcx? GUIDECX is a straightforward tool to use and helps with our onboarding process for client projects. It saves a lot of time on my end to create a project plan for each workstream and provides a great user experience for our clients. The tool is user-friendly internally and externally with our clients and is a great way to exchange material/documents and communicate within one platform. The ability to create templates and access to clone and modify saves ...

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AU

Anonymous User

04/04/23

4 out of 5

"Great client onboarding"

What do you like best about GUIDEcx? The ability to assign clients to tasks is hugely helpful in keeping a project moving along. They can see in real-time where the project is, the status, and if it is overdue. This allows all party members to take responsibility if something is delayed. What do you dislike about GUIDEcx? It would be great to reassign tasks to team members who are OOO, cause right now it just pauses - or to have the capability to push dates based on the days they will be ...

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LM

Leez M

03/31/23

5 out of 5

"GuideCX is an extremely valuable partner for our business"

What do you like best about GUIDEcx? GUIDEcx helps our team efficiently coordinate resources and activities to complete projects within time and budget constraints. GUIDEcx provides a structured way to manage project timelines, resources, and risks, maximizes efficiency, and helps to deliver successful project outcomes. We have been customers of GUIDEcx from the beginning and we have come to rely on it to manage all of our customer projects to completion. Even with the massive growth we ...

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BB

Bettina B

03/09/23

5 out of 5

"So far I'm very happy! There's some debugging to do, bit it's a fantastic tool."

What do you like best about GUIDEcx? The color coding on almost everything. Dependencies, and being able to automate most of the process. What do you dislike about GUIDEcx? Too many email notifications, loading time sometimes is slow. What problems is GUIDEcx solving and how is that benefiting you? Saving time and keeping documents flowing safely. The process reminds me of missing steps. I am getting closer to being more productive, but creating a suitable template takes time.

SM

Sanjay M

03/07/23

5 out of 5

"Great tool, simplifies and automates Customer Onboarding"

What do you like best about GUIDEcx? Once you understand all the platform's features, it becomes very intuitive. The templatized approach cuts down on time while retaining flexibility for adjustments. The company continues to add helpful features that benefit both users and customers. What do you dislike about GUIDEcx? Not much to dislike - at first, it can feel a bit "busy" - but once you're familiar with the layout, it's easy to read and find what you need. What problems is GUIDEcx ...

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YD

Yvonne D

03/07/23

4 out of 5

"Project Management tool that involves the customer with automated updates and tasks"

What do you like best about GUIDEcx? GCX allows customers to watch the progress of their projects with you and play an integral part in the whole plan. Easily automated emails sent upon completion of dependencies make the tool easy to use for a consistent path each time. What do you dislike about GUIDEcx? Salesforce integration is still not as smooth as we would like it to be What problems is GUIDEcx solving and how is that benefiting you? Benefits - allows others to complete tasks when ...

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AS

Ayoum S

03/06/23

3.5 out of 5

"My experience with Guidecx"

What do you like best about GUIDEcx? Document management: The platform provides a centralized location for all project-related documents, allowing teams to access the latest versions and collaborate seamlessly. What do you dislike about GUIDEcx? the user interface of GUIDEcx to be complex or overwhelming, particularly if they are not familiar with construction management software. I like that you added other views like Gantt chart What problems is GUIDEcx solving and how is that benefiting ...

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ML

Matthew L

03/05/23

5 out of 5

"Quick Implementation / Game changer for my Implementation Specialists"

What do you like best about GUIDEcx? Getting my implementation specialists out of their emails and automating tasks that our customers are able to complete without the need for an email or call. The implementation of this product was easy enough that we self-served and launched in 30 days. Shout out to our Account Manager Mark Lees for helping us get setup in a timely manner. What do you dislike about GUIDEcx? Emails stack up depending on the email client that your organization uses. What ...

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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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