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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 151-160 out of 348

DM

Diogo M

11/01/22

5 out of 5

"Guide helps us save time and resources!"

What do you like best about GUIDEcx? The tool is really well thought out and built with great customer success in mind. It has cut our implementation time by 57% and needless to say our processes have become that much more efficient. That reflects really well on us as an organization as it relates to our customers, but it also increased our gross margins more generally. It makes us look like geniuses to our customers. What do you dislike about GUIDEcx? It was difficult to set up all my ...

Read more

TH

Teresa H

11/01/22

5 out of 5

"Best & Most Thorough Collaborative PM Tool Accompanied by the BEST staff"

What do you like best about GUIDEcx? The level of detail the tool provides is above and beyond. Our clients, internal team, and third-party vendors have full transparency, accountability and are constantly informed. It combines process, schedule, timeline, product manuals, communication, and documentation into one. I have been a PM for ten years, and never have I experienced something that was *actually* a one-stop-shop turnkey solution. The training materials, onboarding process, and ...

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AU

Anonymous User

10/31/22

5 out of 5

"Mark Lees was incredibly open and instructive in our onboarding experience at GuideCX!"

What do you like best about GUIDEcx? It's great that GuideCX gives us so much power to build the project management experience - it feels like our processes can be complex without being overly reliant on institutional knowledge because we now have a great resource and template. What do you dislike about GUIDEcx? It would be helpful to more easily see the customer's experience when building a project in GuideCX and for a version of the "My Tasks" dashboard to feel similar to the "Plan" ...

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AU

Anonymous User

10/30/22

5 out of 5

"The benefit of GUIDEcx to our business was immediate, excellent product!"

What do you like best about GUIDEcx? Accountability and improved efficiency experienced by the entire team and our clients. What do you dislike about GUIDEcx? A few clunky aspects but with regular releases, improvements are made often. What problems is GUIDEcx solving and how is that benefiting you? Accountability for our team and visibility for our clients. Better resource management and tracking.

AU

Anonymous User

10/28/22

4 out of 5

"Excellent Planning Platform"

What do you like best about GUIDEcx? I like that it helps us plan projects and be able to see colleagues progress as well so we always know where everyone is at in the project What do you dislike about GUIDEcx? I haven't done too much other than just making projects so I don't really have any dislikes, everything has worked perfect for our intended use What problems is GUIDEcx solving and how is that benefiting you? A way to make sure everyone is kept in the loop easily

JL

jeremy l

10/27/22

5 out of 5

"Support help"

What do you like best about GUIDEcx? very well organized. and the it support has been phenomanal What do you dislike about GUIDEcx? the secure links were a little confusing to me but now with Michaels help I think I have enough information What problems is GUIDEcx solving and how is that benefiting you? Guide Cx is helping all of us stay organized.Michael helped me with a difficult client and went above and beyond. he gave me plenty of detail and explanations. Thank you again for all that ...

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AU

Anonymous User

10/26/22

5 out of 5

"GuideCX"

What do you like best about GUIDEcx? The automation and dependencies built into the software What do you dislike about GUIDEcx? No visibility into if the customer has accepted a meeting invite What problems is GUIDEcx solving and how is that benefiting you? Saving time with repetitive actions, better accountability throughout the project

AU

Anonymous User

10/25/22

5 out of 5

"Easy and straight forward"

What do you like best about GUIDEcx? I selected GuideCX after searching for a project management solution that integrated with HubSpot and could not be happier. The platform alone is simple and straightforward, but the service has been exceptional. Combined, it has been a wonderful experience so far. What do you dislike about GUIDEcx? Ideally I would change the due dates on tasks a bit but there have been easy workarounds. What problems is GUIDEcx solving and how is that benefiting ...

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AU

Anonymous User

10/25/22

5 out of 5

"User Friendly, easy adaptable."

What do you like best about GUIDEcx? Guide CX is a user-friendly, adaptable tool that can be easily trained to enter data. The issues in the tool are rare and the guide support team is really approachable and gets the problems resolved in a timely manner ASAP. What do you dislike about GUIDEcx? nothing as such., but it would be great when a project note is edited after a while, should reflect as edited or made changes to the note to avoid bias, and to keep it as reference that someone has ...

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NS

nelson stuardo d

10/25/22

5 out of 5

"GCX solving issues"

What do you like best about GUIDEcx? It was a clear and good directed solution to the issue What do you dislike about GUIDEcx? the SLA, it's taking more than 24 hours to solve after reporting the issue What problems is GUIDEcx solving and how is that benefiting you? Customer communication and backup for possible problems

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

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