Your guide to efficient onboarding and happy customers.
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GuideCX offers custom pricing plan
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
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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RS
Ryan S
08/25/21
"Working with Dani at Guide CX has been a great experience"
What do you like best about GUIDEcx? The sales and onboarding process was great and no pressure. What do you dislike about GUIDEcx? There was nothing I disliked about the experince. What problems is GUIDEcx solving and how is that benefiting you? We are having issues with making sure all projects are covered with onboarding.
AU
Anonymous User
08/24/21
"Fantastic Onboarding Software"
What do you like best about GUIDEcx? I love the fact that this Project Management tool is Onboarding specific! Also, being able to invite customers to be a part of the process and assign them tasks is huge. I can honestly say that this software is pivotal to our business. What do you dislike about GUIDEcx? Being a newer company, there are little quirks here and there in the UI flow, but their customer support is top notch, and they help with these right away. What problems is GUIDEcx ...
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AU
Anonymous User
08/16/21
"Really good tool, but needs work"
What do you like best about GUIDEcx? Concentrating all information into one tool. What do you dislike about GUIDEcx? The notifications error, the mobile app always showing something pending and not allowing or given a better indication of what is pending. Recommendations to others considering GUIDEcx: Work on your mobile app; it sucks. What problems is GUIDEcx solving and how is that benefiting you? Transparency with my clients and team members
DP
David P
08/15/21
"Elegant Customer Onboarding Solution"
What do you like best about GUIDEcx? Setting up templates and projects takes a matter of minutes (seconds when you become proficient). Customers can easily see what milestones have been completed and what tasks they are assigned. There are integrations with Jira and Salesforce, which makes sharing information across the organization very easy. What do you dislike about GUIDEcx? There are some features and functionality which may be missing from some of the incumbent PSA solutions, but they ...
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DP
David P
08/15/21
"Elegant Customer Onboarding Solution"
What do you like best about GUIDEcx? Setting up templates and projects takes a matter of minutes (seconds when you become proficient). Customers can easily see what milestones have been completed and what tasks they are assigned. There are integrations with Jira and Salesforce, which makes sharing information across the organization very easy. What do you dislike about GUIDEcx? There are some features and functionality which may be missing from some of the incumbent PSA solutions, but they ...
Read more
AU
Anonymous User
08/12/21
"Intuitive and Easy"
What do you like best about GUIDEcx? The work flow and communication channels are excellent. It speeds up our onboarding time significantly which means we can bill faster, increase onboarding capacity/sell more, and our consumers are happier with the experience. The platform is sensible and authentic, not gimmicky. It easy to use and can be plug and play or highly customizable. Our customer success team and clients thank you. They not only built a product for their customers, but their ...
Read more
AU
Anonymous User
08/12/21
"Intuitive and Easy"
What do you like best about GUIDEcx? The work flow and communication channels are excellent. It speeds up our onboarding time significantly which means we can bill faster, increase onboarding capacity/sell more, and our consumers are happier with the experience. The platform is sensible and authentic, not gimmicky. It easy to use and can be plug and play or highly customizable. Our customer success team and clients thank you. They not only built a product for their customers, but their ...
Read more
AU
Anonymous User
08/06/21
"Useful and easy to learn software for PM"
What do you like best about GUIDEcx? User-friendly interface, Customer support, Templates feature with all options like dependencies, task description and graphic design. What do you dislike about GUIDEcx? API limited capabilities. Also, when I create a Custom field, I wouldn't say I like that it is included in all projects of my whole organization. Customs fields created by me should have an impact only on projects of my team. | It would be good also to have variables that you can include ...
Read more
AU
Anonymous User
08/06/21
"Useful and easy to learn software for PM"
What do you like best about GUIDEcx? User-friendly interface, Customer support, Templates feature with all options like dependencies, task description and graphic design. What do you dislike about GUIDEcx? API limited capabilities. Also, when I create a Custom field, I wouldn't say I like that it is included in all projects of my whole organization. Customs fields created by me should have an impact only on projects of my team. | It would be good also to have variables that you can include ...
Read more
AU
Anonymous User
08/06/21
"My team recently adopted GuideCX to improve our clients' visibility into their onboarding project."
What do you like best about GUIDEcx? The automated ease of use is beneficial when managing many projects. What do you dislike about GUIDEcx? I would like to see the option for the Project Manager to change the "My Tasks" section by team member. What problems is GUIDEcx solving and how is that benefiting you? We are solving the problem of timeline and project visibility for our clients.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
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