Your guide to efficient onboarding and happy customers.
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GuideCX offers custom pricing plan
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
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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Kristie B
12/16/22
"Wonderfully organized and easy to use"
What do you like best about GUIDEcx? I love that I can choose the tab to see only my tasks that I need to complete, but at the same time I can see the overall on the project as well. What do you dislike about GUIDEcx? Currently, I don't have anything negative to provide What problems is GUIDEcx solving and how is that benefiting you? GuideCx creates an organized workspace that is easy to use which in turn makes employees more productive.
AU
Anonymous User
12/08/22
"GuideCX is such an easy to use, yet powerful project management tool."
What do you like best about GUIDEcx? User-intuitive product. Easy to replicate steps from project to project. The onboarding process was way more supportive than we expected. Online chat support is quick and surprisingly helpful. What do you dislike about GUIDEcx? None so thus far. 12345678910111213141516171819 What problems is GUIDEcx solving and how is that benefiting you? Guide CX can track all the tasks necessary to complete a project. Not only track but automatically remind owners of ...
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LC
Lexy C
12/07/22
"Been good so far"
What do you like best about GUIDEcx? Using it with customers has been good so far What do you dislike about GUIDEcx? The dates set up in the template are not easy to change What problems is GUIDEcx solving and how is that benefiting you? Being able to keep customers on track
AU
Anonymous User
12/02/22
"GuideCX makes customer engagement easier."
What do you like best about GUIDEcx? I like how it's very user-friendly for our customers. I can definitely see that GuideCX is a platform that was built with customer engagement in mind. What do you dislike about GUIDEcx? GuideCX has been evolving a lot which is great, but with every new enhancements we experience disruption to the core features. Also there are minor changes that are made without prior communication so there has been instances where a button we use would disappear or a ...
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AU
Anonymous User
11/29/22
"Great project management tool"
What do you like best about GUIDEcx? Guidecx's team has been really helpful in helping us set up our complex onboarding process. Their team took the time to provide a custom code for our integration. Some of the other features we loved about the platform are: - Ability to complete tasks within email. - Integration with Salesforce. - Regular feature releases. - dedicated CS manager. What do you dislike about GUIDEcx? Formstack integration seems to be a bit of a bandaid solution and does not ...
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AP
alec p
11/21/22
"How Guide CX made our lives easier"
What do you like best about GUIDEcx? Being able to use the task implementation to keep track of our clients and communicate. Being able to customize what we need to add into that system and have an easy to use system to have our clients who aren't usually tech-savvy follow along. What do you dislike about GUIDEcx? It can be cumbersome for new users to be able to post within there and use it as a communication tool, at first. What problems is GUIDEcx solving and how is that benefiting ...
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NT
Natali T
11/21/22
"Optimistic onboarding manager"
What do you like best about GUIDEcx? I took some time to attend webinars, worked with the support desk, and had a great call with a rep at Guide CX to help us optimize our onboarding setup. Overall, I see tons of potential to make our process automated and easier for the various client personas we work with. Our team is small but mighty -- having completed almost 500 onboarding in 2022 -- so I am looking forward to the new feature updates that will take us to the next level in 2023. What do ...
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AU
Anonymous User
11/21/22
"Love GCX!"
What do you like best about GUIDEcx? Easy way to connect with clients and provide them a way to easily complete the necessary tasks! What do you dislike about GUIDEcx? Unable to figure out how to remove the date timeframe. What problems is GUIDEcx solving and how is that benefiting you? Keeps everything in one place...peace of mind!
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KELLY E
11/08/22
"Online chat support is a quick and efficient feature"
What do you like best about GUIDEcx? The online chat support feature is a quick and easy way for users to get direction if they are new to the software. This keeps from bogging down managers/ team leads with questions that can easily be answered by seasoned support members. What do you dislike about GUIDEcx? I would like to be able to see all tasks for my team regardless of assignee or permission level. What problems is GUIDEcx solving and how is that benefiting you? I do not have anything ...
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AU
Anonymous User
11/02/22
"GuideCX is a great project management tool!"
What do you like best about GUIDEcx? GuideCX is a great project management tool if you seek a collaborative way to keep your customers in the loop. Great visibility and minimises manual emailining What do you dislike about GUIDEcx? It would be ideal to have a way \to comb the backlog of projects, or visibly view the individual projects in a Kanban What problems is GUIDEcx solving and how is that benefiting you? Collaborative and transparent accountability through the project lifecycle
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
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