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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 271-280 out of 348

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 ...

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

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 ...

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CZ

Caleb Z

07/22/21

4.5 out of 5

"Great tool with a lot of potential for growth"

What do you like best about GUIDEcx? I appreciate their commitment to SaaS and being a people-centered tool first. I scoured all the different tools to find one that would work best to bring together all our key stakeholders and let them collaborate on a project plan together. GuideCX was the only tool that I could find that accomplished everything I was looking for in a project management tool. GuideCX is tailored to the way we do customer onboarding and I have not found a better tool on ...

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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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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

KV

Keith V

07/20/21

4.5 out of 5

"GuideCX = Improved efficiencies / Allows for focus on more important project items"

What do you like best about GUIDEcx? I've had a great experience with GuideCX so far! GuideCX makes managing projects easier and more effecient. The User Interface (UI) in GuideCX is smooth and navigation is very easy! I like the fact that there doesn't need to be a lot of time spent managing the system as it does most of the work for you through automations. I've personally used a lot of project management tools like Microsoft Project, Asana and Trello. These platforms don't come close to ...

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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

AU

Anonymous User

07/20/21

4.5 out of 5

"Solid Product"

What do you like best about GUIDEcx? The team takes feedback seriously and builds customer-requested features. What do you dislike about GUIDEcx? The tool lacks a couple of basic features Recommendations to others considering GUIDEcx: The tool has a good set of features, but it won't do everything. What problems is GUIDEcx solving and how is that benefiting you? Solving how to onboard our customers in a clean, conscious and repeatable manner.

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

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