GuideCX Reviews in July 2025: User Ratings, Pros & Cons

"The software looks good but custom field integration with Salesforce is an issue"

What do you like best about GUIDEcx? I was very excited with this tool as it offers an amazing tracking system for projects. It appears user-friendly and allows customization. What do you dislike about GUIDEcx? It's not as friendly as we had expected in regards to Salesforce integration. The initial setup was very easy and looking thru the workflow rule that came with the installed package is simple to understand. A huge part of our decision with this tool was its ability to integrate with ...

"Project Management"

What do you like best about GUIDEcx? Our goal was to make our projects visible to our customers, during the process of implementation. What do you dislike about GUIDEcx? In our business, we have an end date and work backward's from that date. During this process, we have had to adapt to the software. Recommendations to others considering GUIDEcx: Spend necessary time evaluating your requirements. Be willing to adapt previous practices. What problems is GUIDEcx solving and how is that ...

"Solid platform to facilitate project communication"

What do you like best about GUIDEcx? The templates in GuideCx allow us to create repeatable project plans with dependencies and ownership assignments, while still applying project-specific owners, notes, and statuses. What do you dislike about GUIDEcx? Other vendors and our customers do not use GuideCx and they are hesitant to join our projects and track things from the same place we are. This results in the tool being mainly an internal tool so far since we are an ancillary tool for health ...

"Very interactive and visually attractive"

What do you like best about GUIDEcx? I found it very effective that customers can have their own updates and notifications at which stage we are on their ongoing onboarding. It is a win-win situation for the customers and for the project managers to see clearly the incomplete next steps on both parts. It also helps a customer to discover our project management plan so that they are cooperatively providing us with the proper paperwork and have more specifics questions on weekly ...

"Project Management tool to rule them all!"

What do you like best about GUIDEcx? These days project management tools are a dime a dozen with variable levels of customization and integration options. GuideCX has positioned itself at the top of the group, catering functionality to your workflows and providing optimal integration options to allow seamless work between internal departments and external stakeholders. For our day-to-day work, the Jira integration was a major selling point in our initial decision process and continues to ...

"Excellent project management tool."

What do you like best about GUIDEcx? I like the ability to organize and prioritize tasks. The dependencies allow us to be doing the right tasks at the right time. Customer involvement is invaluable. What do you dislike about GUIDEcx? There is nothing that is a "downside" that we have not been able to work around. What problems is GUIDEcx solving and how is that benefiting you? We are constantly fine-tuning our project templates to make sure no steps are missed in the process that would ...

"Great Process Road Map"

What do you like best about GUIDEcx? Guide CX eliminates customers constantly emailing us, checking in to see where their project is at, everything is together and easy to find for both the customers and our team! Using guide CX not only helps keep the customer informed but any third parties or other team members that get added! What do you dislike about GUIDEcx? Creating the templates is a bit time-consuming, I wish you could copy and paste tasks into multiple templates to save time on ...

"Great Software with Huge Potential"

What do you like best about GUIDEcx? Milestone, keeping external and internal communication separate, onboarding process management and follow-up system with team assigned both internally and from client side. What do you dislike about GUIDEcx? UI needs little working on. Need better lookup and search options. Sometimes gets confusing, for example, there are notes for tasks and notes for the project. Recommendations to others considering GUIDEcx: Best I have seen so far to track ...

"Best onboarding experience with Matthew! He's efficient and has creative solutions!"

What do you like best about GUIDEcx? I love the organized view for project templates as well as the variety of collaboration tools, both internal and customer facing. What do you dislike about GUIDEcx? Too soon for me to say if there is anything to dislike! Recommendations to others considering GUIDEcx: Bring your project management problems to Matthew - he'll be sure to think of a solution! What problems is GUIDEcx solving and how is that benefiting you? Being able to track team and ...

"Great Tool for Keeping Everyone Accountable"

What do you like best about GUIDEcx? GuideCX has helped our team grow and get organized in a short amount of time. Our biggest problem with our projects was the lack of clarity and status of where something stood. We also lacked the capability to keep our clients accountable for what they were responsible for. With GuideCX, we are able to know exactly where our current project stands, who's responsibility it is, and what happens if anyone is delayed in their deliverables. It holds everyone ...