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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 161-170 out of 348

AU

Anonymous User

10/25/22

4.5 out of 5

"Responsive & Helpful"

What do you like best about GUIDEcx? The tool helps me track all of my project metrics in one place, from task scheduling to reporting and project status. What do you dislike about GUIDEcx? Some days, the pages take a while to render. What problems is GUIDEcx solving and how is that benefiting you? Our consultants can prioritize their tasks, across multiple projects, based on due and project end dates, which saves our PMs time and removes need to micro manage

KS

Kolajo S

10/25/22

4 out of 5

"Really successful onboarding experience with great communication"

What do you like best about GUIDEcx? I really like the unlimited number of contributors we can add. Helps with future partnerships that we may have, What do you dislike about GUIDEcx? I have to pay for the resource management feature, wish it was included in our package. What problems is GUIDEcx solving and how is that benefiting you? Resource allocation and management. I like how everyone is able to receive notifications for tasks even if they are just being added as watchers.

JC

Josh C

10/24/22

5 out of 5

"Taking our implementation process to the next level with GuideCX!"

What do you like best about GUIDEcx? GuideCX makes it easy to lay out the implementation process for current project managers, clients, stakeholders on both sides and new hires. The onboarding process with GuideCX was amazing and very thoughtful to ensure I understood the product and how to best use it. My favorite part is the visibility and accountability GuideCX creates for both sides of a project! What do you dislike about GUIDEcx? Getting everything set up took some time but once ...

Read more

PS

Patricia S

10/21/22

5 out of 5

"Excellent Software"

What do you like best about GUIDEcx? Excellent Software. I have used GuideCX on multiple software implementations. The tool is very user-friendly. Amazing reporting features and structured project plans. What do you dislike about GUIDEcx? Nothing. It works great. I am grateful to have it. What problems is GUIDEcx solving and how is that benefiting you? Meeting the milestones to implement new Software.

MR

Miguel R

10/21/22

5 out of 5

"My team, my customers, and I are finally on the same page"

What do you like best about GUIDEcx? GuideCX has allowed us to standardize our onboarding process. Before we started using it, every CSM had their own way of onboarding customers. Another benefit is that the customers can see exactly what they need to do. We have a complex software that is never fully set up because there is always more to improve. Our customers can easily get distracted by things that aren't necessary or will not get them closer to the goal of getting value. GuideCX allows ...

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AU

Anonymous User

10/20/22

5 out of 5

"GuideCX has helped streamline our process and keep our projects on track"

What do you like best about GUIDEcx? Flexibility, Transparency, and reporting. What do you dislike about GUIDEcx? I wish we had a CSM dedicated to us and monthly meetings to review what we could do better. What problems is GUIDEcx solving and how is that benefiting you? GuideCX has streamlined our process and helped keep our projects on track

JL

Juli L

10/19/22

5 out of 5

"Amazing platform! Totally recommended."

What do you like best about GUIDEcx? I like the way GCX shows the Projects view with needful information, such as Status, Start, End and Forecasted date. This makes our life, as PMs, easier and fun. What do you dislike about GUIDEcx? I dislike that the Project View columns are not editable, I'd like to remove data I don't need and add another one that will be really helpful. Hopefully this is added sometime. What problems is GUIDEcx solving and how is that benefiting you? This app helps ...

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AU

Anonymous User

10/19/22

5 out of 5

"Great Customer Onboarding and Project Managment platform"

What do you like best about GUIDEcx? The ease of use of UI is hands down better than any other, especially as it is usable by customers, but powerful enough to customize the entire project to meet our customers' needs off easy to use templates. What do you dislike about GUIDEcx? A few more out-of-the-box templates would be great, but GuideCX is my favorite project management platform when working with customers. Templates and best practices could be more helpful, but my advice is to ...

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AU

Anonymous User

10/19/22

4 out of 5

"GuideCX is a great project management tool."

What do you like best about GUIDEcx? Project tracking. The ability to put instructions and attachments on tasks. What do you dislike about GUIDEcx? We have not yet taken advantage of the custom reporting but the preset reports lack filters that would be helpful What problems is GUIDEcx solving and how is that benefiting you? The best benefit is the tracking of projects

AU

Anonymous User

10/19/22

0 out of 5

"Don't love GuideCX"

What do you like best about GUIDEcx? I don't care for guide CX at all. I am the manager of an onboarding team, and we use it daily, but I haven't seen a single product enhancement in over 2-3 years. What do you dislike about GUIDEcx? It's difficult to assign tasks to more than one user; there is no way to alert clients you aren't at your desk or set up an auto-reply, there is no easy way to reply to a client with a macro, it's difficult to update the plans or reassign the tasks within a ...

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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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