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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 171-180 out of 348

AU

Anonymous User

10/18/22

5 out of 5

"Excellent customer service."

What do you like best about GUIDEcx? Their team is always willing to help resolve an issue or help you come up with a solution. I haven't worked with anyone there that doesn't honestly care about their customers! What do you dislike about GUIDEcx? Can't say I can think of anything pressing. Their team reached out to me to give feedback on the product, so I know they take customer feedback seriously. What problems is GUIDEcx solving and how is that benefiting you? Transparency and clarity ...

Read more

CB

Christine B

10/18/22

4 out of 5

"GuideCX has been a game-changer for our organization!"

What do you like best about GUIDEcx? It has helped tremendously with inter-department communication and is also a valuable training tool for new hires. What do you dislike about GUIDEcx? The only downside would be the lack of ability to customize the views. What problems is GUIDEcx solving and how is that benefiting you? Communication, organization and standardization.

EK

Ed K

10/14/22

5 out of 5

"Great product!!"

What do you like best about GUIDEcx? I really like the user interface and the ease of us of the product as well as the flow of going through daily tasks and project management. What do you dislike about GUIDEcx? Can't really think of anything I don't like. All I know is it makes me and my teams jobs a lot easier and saves us a ton of time. What problems is GUIDEcx solving and how is that benefiting you? It keeps my team up to date on what stage the project is in and what pieces are missing. ...

Read more

JO

jennifer O

10/13/22

5 out of 5

"Love using guide cx however we would like to be able to organize attachments"

What do you like best about GUIDEcx? I love being able to see where every project is and incorporating the tasks for the employees. It helps make sure the project is moving forward correctly! I also like being able to communicate over the notes section What do you dislike about GUIDEcx? I wouldn't say I like the attachments. I feel it would benefit if we could create folders within the attachments section so they can be easily organized. Right now, I can have between 3-6 pages of ...

Read more

AU

Anonymous User

10/13/22

5 out of 5

"GuideCX is the best by far."

What do you like best about GUIDEcx? It's simple and easy to understand and build projects. The collaboration built within GuideCX is a huge benefit for a Project Manager. You create your project; add team members; and you can easily assign all customer tasks by checking one option. The ability to upload documents to the tasks and enter notes is a huge benefit because you can easily access all attachments and notes in one place! I've used many different project management tools and GuideCX ...

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AH

Amanda H

10/12/22

4 out of 5

"Has been great for all of our clients and team members to go to one place"

What do you like best about GUIDEcx? Not having to email info and using Guide CX so everyone knows whats going on with each client What do you dislike about GUIDEcx? How the attachments are NOT organized. Or if you move them they delete. What problems is GUIDEcx solving and how is that benefiting you? Not sure,

LM

Lydia M

10/12/22

4 out of 5

"Consistency and Efficiency"

What do you like best about GUIDEcx? Easy access to their customer service team helps with optimization and continuing efficiency in customer onboarding. What do you dislike about GUIDEcx? Some of the workflows require a significant amount of clicks to navigate. What problems is GUIDEcx solving and how is that benefiting you? They are working on a more efficient integration with Jira. They also take feedback and consider it part of future iterations of their product.

AU

Anonymous User

10/11/22

5 out of 5

"GuideCX team has been amazing helping us implement this tool!"

What do you like best about GUIDEcx? Everyone on the GuideCX team has been helpful and supportive in getting this tool implemented for us. They are quick to respond and have worked to ensure a smooth implementation! What do you dislike about GUIDEcx? Nothing so far! Everything we discussed during our scope has been completed on time as expected. Even with the challenges we presented the GuideCX team handled them with ease! What problems is GUIDEcx solving and how is that benefiting you? We ...

Read more

AU

Anonymous User

10/11/22

5 out of 5

"Amazing!"

What do you like best about GUIDEcx? The support team and how quick everyone is to reply to any message!!... Working for an international startup company, there were not many processes in place to effectively manage the complexities of US project management. This software has provided a common ground to align our entire international team. What do you dislike about GUIDEcx? The ability to customize the various screens has been the only frustrating part so far... I would like to be able to ...

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AS

Amanda S

10/11/22

5 out of 5

"Game Changer"

What do you like best about GUIDEcx? As a person who likes to have everything organized and defined for the success of a project, this product is the product for me. Our organization used to have so many process descriptions and tracking mechanisms in multiple tools and so when we were told we were going with GuideCX, I immediately took the reigns. Configuring the product was incredibly easy and the support I received was amazing. This has made my job so much more about quality of ...

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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