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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 231-240 out of 348

JB

Jarred B

02/15/22

4.5 out of 5

"Fantastic product that lets you get a handle on all of the projects that go on at your biz"

What do you like best about GUIDEcx? Being able to give my clients access to a shared project overview allows us to keep each other on track What do you dislike about GUIDEcx? System navigation is a little lacking. Often time multiple clicks are needed for an action that could take 1-2 What problems is GUIDEcx solving and how is that benefiting you? We use GuideCX to onboard new clients as well as managing their concerns post go-live. There has been a major increase in organization around ...

Read more

DH

David H

02/14/22

5 out of 5

"GuideCX to the rescue"

What do you like best about GUIDEcx? The GuideCX platform is simple to use and very intuitive. Automation replaced time consuming manual processes, now customers have full visibility into their projects What do you dislike about GUIDEcx? Could have more integrations without using Zapier What problems is GUIDEcx solving and how is that benefiting you? Better visibility into project status both for us and our customers as well as time savings

LR

Leo R

02/14/22

4.5 out of 5

"Fantastic way to onboard customers"

What do you like best about GUIDEcx? I love the multiple features available to help onboard customers to your platform. The versatility of the template process allows me to customize each client's unique setup so we can onboard them specific to their contract. The visibility that the customer has is huge. They can now see every facet of the implementation, know what tasks they are responsible for, and see the overall project timeframe. What do you dislike about GUIDEcx? The only thing I ...

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SS

Spencer S

01/25/22

4.5 out of 5

"Keeping track of Tasks for Onboarding"

What do you like best about GUIDEcx? GuideCX enables me to share tasks with an organization that is onboarding and keeps track of those tasks both internally and externally. It is well organized and easy to understand. What do you dislike about GUIDEcx? There is nothing that I dislike specifically about GuideCX. It works properly and has all of the functionality we were looking for. No specific Improvements are needed. What problems is GUIDEcx solving and how is that benefiting you? As ...

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JK

John K

01/24/22

5 out of 5

"We love GuideCX, and so do our customers!"

What do you like best about GUIDEcx? GuideCX provides visibility for all stakeholders across our organization as well as our clients. From those working daily on a project, to those that just need a high-level overview of milestones, roadblocks, timelines to senior leadership that just wants to know that progress is being made and time is well-spent - everyone can easily see the status of the project. What do you dislike about GUIDEcx? I wish GuideCX had an exportable timeline / Gantt ...

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JM

Justin M

01/22/22

4.5 out of 5

"Project Management Build for Implementation"

What do you like best about GUIDEcx? It's very flexible and allows us to provide helpful information internally and externally to help our implementations move forward. What do you dislike about GUIDEcx? Minor UI issues that create extra clicks What problems is GUIDEcx solving and how is that benefiting you? Here's what one of our customers said: "I can honestly say that these emails with the help doc links and here are your next steps have made this one of the easiest implementations. ...

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HW

Haven W

01/18/22

5 out of 5

"Amazing and Insightful"

What do you like best about GUIDEcx? Elan and the onboarding team were so helpful and encouraging What do you dislike about GUIDEcx? Hope that Guide CX keeps growing and creates awesome features we can utilize in the future What problems is GUIDEcx solving and how is that benefiting you? The amount of time this will free up from our onboarding specialist is incredible and will allow them to work on other tasks.

MH

Matt H

01/13/22

5 out of 5

"GuideCX has helped us with implementations."

What do you like best about GUIDEcx? Ability to manage projects starting with a template. Easy to move tasks around and keep track of what is going on. Communicating with stakeholds is straightforward. What do you dislike about GUIDEcx? Nothing specific to dislike. Easy to get started and after our first year we're finding more uses for the tool. What problems is GUIDEcx solving and how is that benefiting you? Standardizing our project management has been the biggest problem solved.

AU

Anonymous User

01/12/22

5 out of 5

"It was a great experience onboarding with GuideCX"

What do you like best about GUIDEcx? GuideCX allows for our company to enhance and automate our onboarding of clients. What do you dislike about GUIDEcx? Any issues we have found in the software has been rectified by the GuideCX team. What problems is GUIDEcx solving and how is that benefiting you? We are still fairly new to utilizing the software and have not begun to witness the benefits as of yet.

AU

Anonymous User

12/22/21

4.5 out of 5

"Easy for customers"

What do you like best about GUIDEcx? It is really great that the system allows customers to interact with the product through their email. That way they don't have to sign in and it keeps them from getting confused. What do you dislike about GUIDEcx? Sometimes the system can be a bit confusing to set up projects. This has gotten easier over time as I've been working with GuideCX. What problems is GUIDEcx solving and how is that benefiting you? I love that it automates the implementation ...

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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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