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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CE
Chris E
07/26/22
"The Implementation Game Changer"
What do you like best about GUIDEcx? GuideCx helped cut our implementation time in half by providing easy-to-use and customer-focused software that is highly adoptable. What do you dislike about GUIDEcx? That we are not able to create custom reports on our own. What problems is GUIDEcx solving and how is that benefiting you? GuideCX makes implementations effortless by automating the onboarding process through checklists, tasks, and automated triggers for both the customer and back-office users.
AU
Anonymous User
07/26/22
"Great tool, a little slow to use"
What do you like best about GUIDEcx? Since signing up with GuideCX our onboarding process has become more formalized and created transparency for our internal team as well as the customers. Message automation and custom fields are the most important fields for us. What do you dislike about GUIDEcx? The User-Interface is a little slow and difficult to use when compared to things like Trello. But the specific onboarding purpose-built functionality outweighs the poor usability. What problems ...
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AL
April L
07/22/22
"GuideCX is the best!!!"
What do you like best about GUIDEcx? Intuitive, easy to use program 5-star Onboarding process that helped me get starte right away Customer service team is friendly, helpful, and ultra-responsive to my needs and questions They keep me engaged and improving my process SO EASY to get help, they respond immediately to chat with any issues I have Responsive to customer feedback with consistent upgrades Can use beyond Onboarding What do you dislike about GUIDEcx? GuideCX team has planned updates ...
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NB
Natalie B. B
07/08/22
"Great support team!"
What do you like best about GUIDEcx? Very helpful for myself and my customers in staying organized with our projects. I love that customers can contribute to tasks. What do you dislike about GUIDEcx? There are some opportunities to make the tool easier to update -- I wish there were ways to assign tasks to multiple stakeholders, or mass assign to different people (by column would be nice), or mass update by column tasks. A few thoughts but overall easy to use -- visually overwhelming ...
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KS
Kaylee S
06/25/22
"Efficient, Effective, and Easy!"
What do you like best about GUIDEcx? I love how the interface is simple to use for everyone, even if they are not tech-savvy! It is simple to follow, allowing communication to be wide open for everyone involved in the process. GuideCX truly is a fantastic product, and the service provided is unmatched. What do you dislike about GUIDEcx? I have not run into anything that I dislike! It truly is a 10/10 product that I would recommend to anyone! What problems is GUIDEcx solving and how is that ...
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CP
Chad P
06/10/22
"It's the foundation for success!"
What do you like best about GUIDEcx? The product is smooth, simple and clean. It undoubtedly enables improved accountability and enhances the communication experience for all parties involved. In addition to a phenomenal product, the GuideCX team delivers top-tier customer service that many of us strive to achive. What do you dislike about GUIDEcx? Sometimes it's difficult for our customers to understand why we are introducing them to this tool and it can cause some confusion. This is more ...
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AU
Anonymous User
05/26/22
"Guardian CU GuideCX"
What do you like best about GUIDEcx? I like the ease of use and functionallity. What do you dislike about GUIDEcx? I wish GuideCX had the function to close a task left open for "X" number of days. More of a need than dislike. Recommendations to others considering GUIDEcx: If you are looking for an application that allows you to manage tasks or use it as a project management tool, GuideCX is it. Of my 16 years as a PM, it's my favorite. What problems is GUIDEcx solving and how is that ...
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KR
Kerri R
05/20/22
"GuideCX's support team"
What do you like best about GUIDEcx? They were very quick to assist me, even in the evening hours. They were polite and super helpful. What do you dislike about GUIDEcx? There was nothing to dislike from the support team. What problems is GUIDEcx solving and how is that benefiting you? My review is mainly geared towards their support team, not necessarily the software itself. This is something we just began using and we were getting it set-up with SSO.
AU
Anonymous User
05/01/22
"GuideCX Improves Implementation"
What do you like best about GUIDEcx? GuideCX is a fantastic implementation tool! This software is transforming our process starting with our trials through full software implementation! GuideCX allows us to proactively communicate tasks and action items with our customers seamlessly. What do you dislike about GUIDEcx? Currently, GuideCX doesn't have all of the features that we find would be useful to our specific use cases, however, we have been able to submit feature requests, some of ...
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AU
Anonymous User
04/08/22
"Great Project Management Software"
What do you like best about GUIDEcx? GuideCx is a great tool for Onboarding. It helps streamline your process with a Templated approach. It has been easy to modify and improve our process this way once we receive feedback. What do you dislike about GUIDEcx? There are small things here and there that take some getting used to as with most tools. I've found the dependencies cause some extra work from the PM at times. What problems is GUIDEcx solving and how is that benefiting you? Building 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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