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

"Customized Customer Experience & Communications"

What do you like best about GUIDEcx? GuideCX was incredibly easy to configure and modify. It's the only platform around that incorporates personalized tokens with customer communications that are triggered, managing the project for you proactively while maintaining a positive and personal customer experience. It has proven to be flexible and easy to manage for our integration team as well - they can modify the integration template to match each customer's specific parameters within minutes. ...

"Accountant"

What do you like best about GUIDEcx? I like that everything can be in one place. I also like the search features have made it a great tool. It helps us track everything! Love it! What do you dislike about GUIDEcx? Everything little thing we didn't like, they fixed. Recommendations to others considering GUIDEcx: Trust the process, get through the short learning curve, enjoy the benefits! What problems is GUIDEcx solving and how is that benefiting you? Tracking all jobs, finding slow spots in ...

"Helpful software for project management"

What do you like best about GUIDEcx? Guide CX saves time for our team as all content is shared with clients automatically and consistently. It allows us to track our clients' progress through the training material and provide targeted support as they are working through the material. What do you dislike about GUIDEcx? When a project manager has a lot of projects in flight, we have found it challenging to cover periods of leave as only one project manager can be allocated to each project. ...

"Helpful Tool"

What do you like best about GUIDEcx? Being able to get different projects that show all the tasks required to onboard a customer based on their type. Also able to use this tool for different work types to help with the customers' needs. If I am ever going out unexpectedly on leave, I know the tool Guide CX will show my most up-to-date progress on the tasks. My colleagues will not need to message me on my time off and I won't need to create extra notes on the remaining tasks that are needed ...

"Office Manager"

What do you like best about GUIDEcx? We have been able to customize milestones and tasks that are specific to our business and our needs for tracking our jobs. This system has become our project manager and has changed the way we are managing our files. What do you dislike about GUIDEcx? There isn't anything that we don't like about this program, we have been able to customize to our needs. Recommendations to others considering GUIDEcx: This system is very user-friendly, it has the ...

"Great for automation"

What do you like best about GUIDEcx? -automated emails on tasks -ease of use by our customers by just being able to mark tassk complete from emails -easy project setup using templates -great overview of all projects in process What do you dislike about GUIDEcx? -difficulty in navigating notifications (with ~20 projects happening, system admin notifications cloud notifications from client tasks) -projects are regularly 'late' from the start and it is difficult to update the project timeline ...

"Very knowledgeable and excellent team to work with"

What do you like best about GUIDEcx? Guide CX gives us the flexibility to manage our projects in the way that we tailor the projects to our clients. What do you dislike about GUIDEcx? It seemed complicated at first. You need training or the system will not work for you. The emails that come in when the client completes a task are generic. It would be better if we knew which client in the subject. What problems is GUIDEcx solving and how is that benefiting you? Total view of all projects. We ...

"Excited for this Partnership"

What do you like best about GUIDEcx? We loved the client-facing emails that allow for them to mark completion or if they're stalled, that feeds into the system. It is also very similar to what we had but has more bells and whistles that allow for clients to see 'at a glance' their progress and what is outstanding, along with capacity planning. We were also very excited about the integration to our CRM! What do you dislike about GUIDEcx? Having some kind of form product integrated into the ...

"Great Team &Intuitive Solution"

What do you like best about GUIDEcx? The GuideCX Implementation team has been very accommodating throughout the onboarding process - always available to answer questions and walk our team through the best practices. What do you dislike about GUIDEcx? Project templates are fairly monochrome - not a dealbreaker, but it would be nice to have a splash of color to more easily differentiate between task ownership, due dates (overdue or due soon), etc. Recommendations to others considering ...

"Simple & Logical"

What do you like best about GUIDEcx? Internal and external views & emails are extremely helpful to drive action What do you dislike about GUIDEcx? I would like to see more flexibility on some of the email headers and "from" email addresses on certain update emails Recommendations to others considering GUIDEcx: This is a fantastic way to spin up an organized process without heavy integration work What problems is GUIDEcx solving and how is that benefiting you? We are solving the problem of ...