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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 241-250 out of 348

RE

Rene E

11/19/21

5 out of 5

"GuideCX for project management"

What do you like best about GUIDEcx? The ability to grant clients access to our onboarding projects will be a game changer. I am impressed with the additional details that can be recorded for our projects. Being able to categorize tasks by roles will give us additional ways to report on project details. What do you dislike about GUIDEcx? I would like to see the software fully integrated into Salesforce so that my onboarding team can log into one platform to work. What problems is GUIDEcx ...

Read more

ZR

Zachery R

11/17/21

5 out of 5

"Guide CX will guide you to success"

What do you like best about GUIDEcx? Very attentive during the onboarding process and early stages of deployment. Very easy to use for keeping track of implementation tasks as well as collaborating with different departments while implementing new clients. What do you dislike about GUIDEcx? I don't like change but they made it as painless as possible What problems is GUIDEcx solving and how is that benefiting you? Implementation of new clients. Keeping track of progress and collaboration ...

Read more

AU

Anonymous User

11/16/21

4 out of 5

"Great Tool for Organizing the Onboarding Process"

What do you like best about GUIDEcx? The ability to build, organize, and customize milestones and tasks to ensure no step in the process is missed. What do you dislike about GUIDEcx? When you copy/paste, formatting doesn't stay. What problems is GUIDEcx solving and how is that benefiting you? We're new to GuideCX, but the goal is to streamline and speed up our internal onboarding process. We'll know more once we really start using the product.

CW

Colby W

11/10/21

5 out of 5

"Every Project Manager/Coordinator/Implementations Dream!"

What do you like best about GUIDEcx? The visual responsibility it puts on the customer, the ability for customers to work directly out of their emails without being required to log in to anything, and the customizability of the software are the things I like the best. Also, the team at GuideCX is one of the best I've ever worked with! Everyone from the CEO down is willing to help out when needed any time I have reached out. If you are in any project type of role (internal or external), this ...

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AU

Anonymous User

11/04/21

5 out of 5

"Customer service as exceptional as the product!"

What do you like best about GUIDEcx? An 'Implementation Tool" for implementation teams is the best explanation! Their customer service is as fluid and reliable as the product itself! What do you dislike about GUIDEcx? Nothing to report at this time, may possibly have more insights as we use the product over an extended period of time. What problems is GUIDEcx solving and how is that benefiting you? We are currently using GCX to rebuild our entire implementation journey. In addition, we ...

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AO

Alex O

11/03/21

5 out of 5

"GuideCX is the best thing since sliced bread!"

What do you like best about GUIDEcx? GuideCX makes our onboarding process streamlined and super easy. What do you dislike about GUIDEcx? There is absolutely nothing that I dislike. What problems is GUIDEcx solving and how is that benefiting you? We had problems getting each party involved in the onboarding process on the same page and important items were being missed. With GuideCX, these issues have all gone away.

AU

Anonymous User

10/15/21

5 out of 5

"Best Project Management Software Ever"

What do you like best about GUIDEcx? I love how flexible and user-friendly GuideCX is. Being able to see the entire project at once really helps me manage my time appropriately. Clients really appreciate that they can see the project as well and have commented on the easy-to-understand layout. I am currently using another product that is not at all as user-friendly. For one thing, everyone on my team sees something different when they use this product. GuideCX shows everyone the same view, ...

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AU

Anonymous User

10/15/21

4 out of 5

"Smooth Browsing on GuideCx"

What do you like best about GUIDEcx? Lesser "action steps" and fast processing time. What do you dislike about GUIDEcx? Before the improvements, more and unecessary "action steps" and longer processing time. What problems is GUIDEcx solving and how is that benefiting you? Creation of Project. Flexibility of GuideCx.

JB

Justin B

10/06/21

5 out of 5

"GCX: The tool your OnBoarding team is missing"

What do you like best about GUIDEcx? 1. Ease of use 2. Build your onboarding process without being tied to a certain format 3. Give your clients a logical, coordinated path to success 4. Excellent support staff 5. Quick fixes if a bug or issue occurs (rarely) 6. Staff is VERY open to suggestions/feature requests What do you dislike about GUIDEcx? "Sort of" slow page loading (could be browser related) What problems is GUIDEcx solving and how is that benefiting you? Problems solved: Giving my ...

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AU

Anonymous User

09/10/21

4.5 out of 5

"GuideCX for our business"

What do you like best about GUIDEcx? The support we had during implementation and continue to have as we are now live is excellent. We transitioned from spreadsheets to GuideCX for managing our clients as we prepare to scale the business. The GuideCX team is happy to jump on a Zoom and share a screen to help answer your questions. What do you dislike about GUIDEcx? It is hard to say right now, as we are still learning the platform. If we have a suggestion, they put a request in to the ...

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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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