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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 221-230 out of 348

AU

Anonymous User

02/25/22

4.5 out of 5

"Almost perfect"

What do you like best about GUIDEcx? Templates, ease of working with people outside of our organization, customizability. What do you dislike about GUIDEcx? I wish you could set up tasks that are dependent on other tasks working backward. E.g. Task A should start 40 days before Task B begins. I also would like it if we could customize emails that are sent to customers more. It would be great to be able to click into a customer view and run through a template as a customer so you can see ...

Read more

AU

Anonymous User

02/25/22

4.5 out of 5

"Big Fan of GuideCX!"

What do you like best about GUIDEcx? Our Onboarding with GuideCX was smooth and thorough. Using GuideCX has helped us better track the status of our multiple projects and the tasks required by us and our clients. What do you dislike about GUIDEcx? The only thing that comes to mind is how it would be great to be able to customize email notifications more. I believe it is currently all or nothing and that can be a lot of emails for project managers at times! I imagine this is something they ...

Read more

AU

Anonymous User

02/25/22

4.5 out of 5

"Great Onboarding Software"

What do you like best about GUIDEcx? I really love the collaboration functions and having a platform for our clients to log in and review the project to see what kind of tasks we have ahead of us. I have found that this transparency is what keeps the customer's happy. What do you dislike about GUIDEcx? One thing that I'd like to have in GuideCX is the ability to have a timeline view of my projects. Also, the ability to put in the actual start date of an existing project instead of having to ...

Read more

AU

Anonymous User

02/25/22

4 out of 5

"Brought our company from 4 different applications to a single point."

What do you like best about GUIDEcx? It's hard to tell what's best, but the ability to have more accountability for ourselves and customers is the most useful. What do you dislike about GUIDEcx? It is very overwhelming at first and can get complicated really quickly. Pay attention to the details to get the most out of the program. What problems is GUIDEcx solving and how is that benefiting you? Customer accountability and training instructions were what we were trying to fix. GuideCX has ...

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GE

Gabriela E

02/24/22

4.5 out of 5

"Great Product with Great Support!"

What do you like best about GUIDEcx? I love how GuideCX is made for onboarding. It has helped our team enormously as we continue to grow. In addition, it is flexible enough to use it for other things such as post-onboarding. The team has been super reponsive and nice to help us improve our processes. What do you dislike about GUIDEcx? GuideCX is growing, and I'm sure as it matures, more functionality will be available... such as setting a filter as default and not having to do it every time ...

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JD

Jeremy D

02/23/22

5 out of 5

"Finally, I can see! (And our customers can, too!)"

What do you like best about GUIDEcx? I love the visibility that GuideCX affords me across all open projects! I also love that I can add the customer to this project for transparency and automated updates that encourage them to take action. What do you dislike about GUIDEcx? I wish the Slack integration was configurable at the project level so that I could share progress directly in project-specific channels rather than a general channel. I also wish there was a Zendesk integration where I ...

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SC

Shannon C

02/22/22

5 out of 5

"Guide CX has doubled my onboarding resources"

What do you like best about GUIDEcx? The follow-up automation is the biggest time saver for my staff. What do you dislike about GUIDEcx? Some of the UI views can be a bit overwhelming What problems is GUIDEcx solving and how is that benefiting you? The steps for each of our different onboarding projects have now been organized into clear visions. We are saving time by having the software perform follow-ups for us, while keeping key contacts in the loop. There are some integration features I ...

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AU

Anonymous User

02/21/22

4 out of 5

"I am new to GuideCX as of December 2021, and have enjoyed it so far!"

What do you like best about GUIDEcx? I love being able to communicate with clients through GuideCX. It holds everyone who is assigned to the project accountable. What do you dislike about GUIDEcx? I would say the GuideCX training was a little too vague, but I'm happy our CSM will continue to meet with me and teach me more about the software. What problems is GUIDEcx solving and how is that benefiting you? Automating our Onboarding / Implementation process which helps us reduce time to value

AU

Anonymous User

02/16/22

5 out of 5

"Excellent software with even better support!"

What do you like best about GUIDEcx? The automation and functionality of the application as a whole. Support is excellent and always provides solid answers or in rare cases willing to help find and provide solutions. What do you dislike about GUIDEcx? We don't currently have a customer view, which I understand to be in development currently. Being able to assign an external person as a secondary PM with lesser privileges than the internal PM. What problems is GUIDEcx solving and how is that ...

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JM

Jake M

02/15/22

5 out of 5

"GuideCX is a Must Have For You Customer Experience"

What do you like best about GUIDEcx? GuideCX has several things going to for it. First, the amazing support is immediate and thoughtful. It's pretty easy to reach them on any medium. The in-app chat functions are my favorite. The UX/UI on this application is spectacular as well. This is especially important as it takes internal and customer users time to learn where things are at. It's really sleek. Product-wise, task dependencies, template function for iterative projects, and the customer ...

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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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