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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 111-120 out of 348

CG

Cason G

03/03/23

5 out of 5

"GUIDEcx is the best tool for onboarding/implementation teams"

What do you like best about GUIDEcx? The ability to standardize the onboarding experience for a global team that is growing. It allows us to have a templated onboarding across our different onboarding packages. New team members ramp up quicker, and existing team members have more automation to keep them on track. With the entire globe using the tool to onboard, reporting is unlocked and we can manage the business much better. What do you dislike about GUIDEcx? Customer engagement with the ...

Read more

PV

Paul V

03/03/23

5 out of 5

"Amazing Project Management Tool"

What do you like best about GUIDEcx? Updated Review. GUIDEcx has continued to be a powerful tool that is an integral part of our onboarding process. GUIDEcx not only has helped us drive down our total implementation duration, it also helps keep our end-users on track, knowing where they are at any given time during their project. They have recently released some updated timeline views which are a lot cleaner and easier to see what has been done and what is left to do. What do you dislike ...

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PL

Patrick L

03/02/23

5 out of 5

"Best Project Management/Onboarding Tool on the market!!!"

What do you like best about GUIDEcx? The customer-facing dashboard is simple and easy to understand in the most positive way. Too often, tech becomes overly cluttered and complicated to access. Our customers love it. Very easy to consume project status and what is expected of them to complete. Secondly, I specifically looked for a solution that had the ability to push changes in templates to live projects. This feature did not exist in MS Project or Smartsheets when I last checked. Super ...

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MM

Michael M

03/02/23

5 out of 5

"Setting Up A Project Is A Breeze"

What do you like best about GUIDEcx? I like how we can work in real-time within my projects and customers. What do you dislike about GUIDEcx? When on vacation I needed to inform all of my customers separately, when all I needed is a message or banner when they logged in to inform them that one of my colleagues could help them until my return. Recommendations to others considering GUIDEcx: If you want a program that will assist with onboarding customers then this is one of the better apps ...

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MG

Melissa G

03/02/23

5 out of 5

"The tool is very intuitive and allows for scalable reporting and structured project plans."

What do you like best about GUIDEcx? The reporting insights are a game changer. The task grouping and checklists help consolidate things and streamline work. I love that it is internal and externally facing. What do you dislike about GUIDEcx? i would like to see more original planned end date versus actual planned end date based on external resource agreement. The forecast end date isn't really accurate for me for reporting because things don't always follow the set durations ...

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ES

Emma S

03/02/23

4.5 out of 5

"Agile and user friendly software for customer onboarding"

What do you like best about GUIDEcx? GuideCX has been a great asset to our customer onboarding, allowing us to streamline our processes and creating more capacity for our team as we scale. We find the tool to be user-friendly both internally and with our clients, and we also really value the flexibility of our customers interacting solely via email while keeping central information housed within the platform. As an admin, the reporting and insights the tool provides are valuable to ensure ...

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DB

Donnie B

03/01/23

5 out of 5

"Nice product for setting and managing customer expectations."

What do you like best about GUIDEcx? Provides customers and employees the visibility of the implementation. Everyone can determine where the project is at any given time. What do you dislike about GUIDEcx? We dislike nothing, especially now that our employees are getting more proficient with it. What problems is GUIDEcx solving and how is that benefiting you? Customer expectations.

JP

Justin P

03/01/23

5 out of 5

"Helping to create a professional & scalable implementation & onboarding program."

What do you like best about GUIDEcx? Easy to use. Didn't require much training. Our Customers embraced it. Intuitive. Recent enhancements allow us to be very flexible when project plans change. Super responsive Customer Support. Recent enhancements to reporting & time keeping help make it a valuable tool for tracking our implementation & onboarding projects. So much so, we're beginning to use it for tracking hours from our Customer Success/Account Management team. What do you dislike about ...

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JW

Justin W

02/27/23

5 out of 5

"Excellent Software - Even better team"

What do you like best about GUIDEcx? GuideCX has a very hands-on approach to its software, customer success and implementation. This has been apparent since the beginning of the Sales cycle and has continued through the implementation and use of the software. We had a very unique use case the caused some confusion but the team was accessible and helpful through out. As our needs have shifted over the last few months that have been proactively looking for ways to help meet our changing ...

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LZ

Lujan Z

02/27/23

5 out of 5

"easy to use, customizable, awesome project management software!"

What do you like best about GUIDEcx? I can create my own flow for each of my projects, create and save templates, see tons of reporting and analytics, and they are always coming out with new features and cool updates. They are so great to work with and have excellent customer service; I can always reach out to them if I have any questions and they are so quick to respond. What do you dislike about GUIDEcx? I wish there was a deeper integration with Hubspot and some of the things we could ...

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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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