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GuideCX - Client Onboarding Software

GuideCX Reviews in June 2026: User Ratings, Pros & Cons

Your guide to efficient onboarding and happy customers.

4.7

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GuideCX offers custom pricing plan

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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)

Spotsaas Editor’s POV

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 181-190 out of 348

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 ...

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KF

Katie F

10/10/22

4.5 out of 5

"Keeps us on Track!!"

What do you like best about GUIDEcx? Task creation for internal and external users and the ability to keep us on track with those tasks. It has been a great way to determine what we have left in our projects and find ways to close out the projects based on those remaining tasks. What do you dislike about GUIDEcx? We would love the ability to bulk update templates as opposed to adding tasks one by one to each template. What problems is GUIDEcx solving and how is that benefiting you? The ...

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JF

Jen F

10/10/22

5 out of 5

"User Friendly"

What do you like best about GUIDEcx? The system is very easy to use. We have multiple templates setup for our different project types, which makes creating a new project quick & easy! We also include our clients and our 3rd parties in each project, assigning certain tasks to each. We've heard from several clients how much they like the tool - it gives them access to see what is being worked on and when they can expect their project to be completed. What do you dislike about GUIDEcx? We have ...

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TT

Tiffany T

09/27/22

5 out of 5

"Onboarding at it's finest."

What do you like best about GUIDEcx? GuideCX has been instrumental in our onboarding process with new clients and employees. It is a seamless and very professional transition from set up to launch. What do you dislike about GUIDEcx? Nothing thus far. It's straightforward to set up the templates, clone for various clientele, and keep everyone in the know. What problems is GUIDEcx solving and how is that benefiting you? Our company can stay on top of all of our projects, manage tasks and ...

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CE

Chad E

09/14/22

5 out of 5

"Guiding your customers through onboarding is a MUST"

What do you like best about GUIDEcx? We chose GUIDEcx as our onboarding solution because it was purpose-built for software onboarding. The UX is slick, modern, easy to set up and, more importantly, to maintain. If your onboarding team is the tip of the spear for your Customer Success team, then how you guide them through the process is of the utmost importance. You want your customers to have a modern and comforting experience, and GUIDEcx does just that. Not only can you have multiple ...

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AU

Anonymous User

09/07/22

5 out of 5

"Fab!"

What do you like best about GUIDEcx? The technology is top notch and the support is unparalleled! Sara is always ready to help with any issues I have and replies at supersonic speed. Genuinely excellent customer service. What do you dislike about GUIDEcx? Not really anything I dislike- makes my project management a lot easier! What problems is GUIDEcx solving and how is that benefiting you? Helping with every aspect of my Implementation Project management process.

AU

Anonymous User

08/29/22

5 out of 5

"GuideCX helps to keep our growing onboarding schedule on track, visible, and flexible!"

What do you like best about GUIDEcx? There are lots of features to get excited about. Two of my favorites are the project templates and the reporting. Project templates allow for an onboarding flow to take advantage of reausability within the process while remaining flexible to indvidual customer requirements. Reporting in GuideCX is helpful both inline (on the summary project / task pages) or on the dedicated reporting module. Being able to see not only which items are currently late, but ...

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AU

Anonymous User

08/16/22

5 out of 5

"I have implemented GuideCX with two companies"

What do you like best about GUIDEcx? I can tweak each template to match my customer's needs in most cases What do you dislike about GUIDEcx? Customization with integrations could be better What problems is GUIDEcx solving and how is that benefiting you? Insight into our implementation process has been key for training our internal team. Consistent communication with our customers without doing much leg work. Many questions getting answered before our customers ask them has saved us valuable ...

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AU

Anonymous User

08/15/22

5 out of 5

"Easy to use"

What do you like best about GUIDEcx? I like how you can include the customer in your project progress. What do you dislike about GUIDEcx? I didn't like the email frequency that my account was set to. What problems is GUIDEcx solving and how is that benefiting you? Keeping the client involved in the progress of the project I'm working on.

LB

Lora B

08/12/22

3.5 out of 5

"Great Promise, Slow Delivery"

What do you like best about GUIDEcx? The client's ability to see the project overview. What do you dislike about GUIDEcx? There is always slowness across the site. What problems is GUIDEcx solving and how is that benefiting you? Keeping clients on task.

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

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