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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 121-130 out of 348

BM

Bethany M

02/27/23

5 out of 5

"Onboarding Software for SAAS Products"

What do you like best about GUIDEcx? We use GUIDEcx for tracking the onboarding process for our SaaS customers. Onboarding our customers is very custom and GUIDEcx offers a lot of flexibility in setting up tasks for tracking our projects. The customer service is top notch!! They are super quick to respond to questions I have through the chat feature or through email. It is very transparent that they are moving quickly to offer new features. What do you dislike about GUIDEcx? Given our ...

Read more

MP

Matt P

02/27/23

5 out of 5

"So far, so great."

What do you like best about GUIDEcx? Intuitive layout for setting up a template. 1:1 meetings with a trainer to make sure our template is set up correctly. And we can email via GuideCX if we have questions between meetings. An integration specialist making sure we have everything we need to connect Hubspot has been great, too. We're excited to get started and use the analytics baked-in to GuideCX to refine our processes. Update 2/27/23: the ability to create custom reports is a real PLUS. I ...

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GK

Gaurav K

02/27/23

5 out of 5

"Great Team, Great experience with application flow"

What do you like best about GUIDEcx? Notifications for multiple actions. Keeping both parties updated and involved. What do you dislike about GUIDEcx? Nothing as such, But system slowness times. What problems is GUIDEcx solving and how is that benefiting you? The best part is notifications across action items. Facilitates PM tasks.

HP

Heather P

02/27/23

5 out of 5

"GuideCx is the BEST!"

What do you like best about GUIDEcx? I love the communication tools available between the trainer and customer! The notes section has made my life so much easier What do you dislike about GUIDEcx? Nothing so far, everything has been great! What problems is GUIDEcx solving and how is that benefiting you? Communication, clear progress for customers, easily updated/changed

NW

Nancy W

02/27/23

5 out of 5

"GuideCX was a gamechanger for our customer implementation!"

What do you like best about GUIDEcx? The software has transformed the way we track our customer implementations. Not only does it keep us on task, but it gives full transparency to our customers and helps them stay on task. The software is easy to use and a powerful tool for implementation managers. We are confident our retention is higher due to the excellent customer experience. What do you dislike about GUIDEcx? Honestly, there is not one thing I dislike about this product. The GuideCX ...

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AF

Andrew F

02/27/23

5 out of 5

"GuideCX nearly doubled the number of clients an individual is able to implement!"

What do you like best about GUIDEcx? The layout of the project plans within GuideCX is very intuitive, and the email updates for tasks have saved our implementation specialists SO much time! What do you dislike about GUIDEcx? Perhaps we're still in the honeymoon phase, but there haven't been any downsides. What problems is GUIDEcx solving and how is that benefiting you? GuideCX is helping us solve problems with organizing multiple (50+) onboarding projects; through GuideCX's ability to ...

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ID

Ian D

02/27/23

5 out of 5

"Great Onboarding tool for Project Managers"

What do you like best about GUIDEcx? The ability to keep project all in one place and allow visibility into these projects on the client side What do you dislike about GUIDEcx? It takes a bit of time to get used to the platform and understand all of its capabilities What problems is GUIDEcx solving and how is that benefiting you? Clients not know what to do and when to complete these tasks. As a project manager, I dont have to continue to remind them every step of the way

JL

Jean L

02/27/23

5 out of 5

"Excited About Using GuideCX"

What do you like best about GUIDEcx? Our team is enjoying the organization that they are getting from GuideCX. What do you dislike about GUIDEcx? Getting the whole team up and running on a new system. What problems is GUIDEcx solving and how is that benefiting you? Helping keeping all Implementation Specialist working on the same flow and keeping all information in one place.

NH

Nicole H

02/27/23

4.5 out of 5

"Easy Onboarding & Project Management"

What do you like best about GUIDEcx? GuideCX has made it easy to keep everyone accountable in the onboarding process. Clients have better visibility into what is required of them, what to expect of us, and the timelines associated with their onboarding. The tool has reduced the strain on our project managers as everyone (internal & external) has insight into where projects are at without the need for manual updates. What do you dislike about GUIDEcx? GuideCX is still a startup, so sometimes ...

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AW

Andrew W

02/27/23

4 out of 5

"Guide Review"

What do you like best about GUIDEcx? The overall premise of GuideCX. Customer engagement and visibility. The data will be impactful as well in the reporting feature as we continue to evolve our template. What do you dislike about GUIDEcx? The small font in the notes. I would like the font to be a bit larger or use the sizing that gmail has (small, normal, large). Other than that there is not much to truly dislike about the plaftform. What problems is GUIDEcx solving and how is that ...

Read more

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

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