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GuideCX - Client Onboarding Software

GuideCX Reviews in June 2026: User Ratings, Pros & Cons

Your guide to efficient onboarding and happy customers.

4.7

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GuideCX offers custom pricing plan

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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)

Spotsaas Editor’s POV

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 271-280 out of 348

NW

Naomi W

07/22/21

5 out of 5

"Great product, great support!"

What do you like best about GUIDEcx? The ease of product use. GuideCX is a pretty powerful product without getting too in the weeds or complicated. What do you dislike about GUIDEcx? Not necessarily dislike, but I wish there were more robust ways to do bulk edits/global changes. What problems is GUIDEcx solving and how is that benefiting you? I am solving some issues with organization, keeping customers on task, and having an easy way to show the overall project plan. GuideCX is already ...

Read more

NW

Naomi W

07/22/21

5 out of 5

"Great product, great support!"

What do you like best about GUIDEcx? The ease of product use. GuideCX is a pretty powerful product without getting too in the weeds or complicated. What do you dislike about GUIDEcx? Not necessarily dislike, but I wish there were more robust ways to do bulk edits/global changes. What problems is GUIDEcx solving and how is that benefiting you? I am solving some issues with organization, keeping customers on task, and having an easy way to show the overall project plan. GuideCX is already ...

Read more

AU

Anonymous User

07/22/21

5 out of 5

"User friendly project management tool."

What do you like best about GUIDEcx? I find GuideCX to be an intuitive project management tool. It is user friendly and easy to use a for managing multiple projects. What do you dislike about GUIDEcx? Time Tracking could be improved. Hours tied to each task that rolls up could be better. What problems is GUIDEcx solving and how is that benefiting you? A helpful tool to easily manage multiple projects within a professional services organization. Managing large and small projects with one ...

Read more

JP

Jeff P

07/22/21

5 out of 5

"Far and above my favorite work application"

What do you like best about GUIDEcx? GuideCX has drastically improved our implementation process, allowing automatic prompting of our customers to continue with their next steps. Significantly reduced the number of emails that I need to send to customers and makes the ones that I do send much more meaningful and personalized. What do you dislike about GUIDEcx? At times GuideCX can load a bit slowly, however this is not generally a problem. What problems is GUIDEcx solving and how is that ...

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JG

Jason G

07/21/21

4.5 out of 5

"Amazing tool for bringing real transparency"

What do you like best about GUIDEcx? Keeping track of implementations with ease, having our customers see exactly what has happened and what will happen next and most importantly it creates a super smooth set up process for every implementation we do What do you dislike about GUIDEcx? The lack of reporting is an issue, also not being able to hide milestones etc Recommendations to others considering GUIDEcx: You need to try this out on a few projects and get a real feel for just how easy and ...

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AU

Anonymous User

07/20/21

2.5 out of 5

"Great Idea and a Problem many SaaS companies have"

What do you like best about GUIDEcx? The idea of it was great (and needed for us) but the actual product did not meet expectations. We ended up using Hubspot to manage this process and leveraging their workflow automation. What do you dislike about GUIDEcx? We canceled and our data was still used to send emails to our customers, which created a lot of confusion because this was months/years after the onboard. This happened multiple times after we canceled but was finally resolved. We ...

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MW

Marc W

07/20/21

5 out of 5

"Great Onboarding Tool"

What do you like best about GUIDEcx? GuideCX has a great team, and are very easy to work with. They work well for those of us who do onboardings for a living, vs an internal project tool like Asana or Monday What do you dislike about GUIDEcx? N/A. GuideCX has been great to work with, and I have no issues. What problems is GUIDEcx solving and how is that benefiting you? Customer onboarding process and project management

MW

Marc W

07/20/21

5 out of 5

"Great Onboarding Tool"

What do you like best about GUIDEcx? GuideCX has a great team, and are very easy to work with. They work well for those of us who do onboardings for a living, vs an internal project tool like Asana or Monday What do you dislike about GUIDEcx? N/A. GuideCX has been great to work with, and I have no issues. What problems is GUIDEcx solving and how is that benefiting you? Customer onboarding process and project management

AU

Anonymous User

07/20/21

4.5 out of 5

"Helps me to manage my customer project in one place."

What do you like best about GUIDEcx? Project Management. Chat feature. Follow-up What do you dislike about GUIDEcx? Code formatting is missing. So it becomes difficult to differentiate between normal code and normal text. What problems is GUIDEcx solving and how is that benefiting you? Taking my customer go through all the steps and take them Live as soon as possible

SC

Seb C

07/20/21

4 out of 5

"Share the implementation"

What do you like best about GUIDEcx? The ability to share the implementation process with the customer. It is great to be able to assign pieces and tasks to them and have the feedback along the way when they get stuck. What do you dislike about GUIDEcx? Dependencies and changing tasks. Our implementation is not usually rigid, manipulating tasks with dependencies is a pain, some improvements to this would be greatly appreciated! What problems is GUIDEcx solving and how is that benefiting ...

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].