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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 281-290 out of 348

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 ...

Read more

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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AU

Anonymous User

07/15/21

2.5 out of 5

"GuideCX review for managing projects."

What do you like best about GUIDEcx? I like that it is easy to use and simple design that is not cluttered and too busy to figure out what is going on. It also allows us to communicate with other departments and bring them in on tasks that they may need to be on as well. What do you dislike about GUIDEcx? It does not really provide much value to my organization currently because we are unable to add html codes and scripts into tasks. This means we still need 2 different software platforms ...

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EK

Emilee K

06/24/21

5 out of 5

"Easy to use product. Great to work with."

What do you like best about GUIDEcx? Anytime I have a question the team is really helpful with getting back to me. What do you dislike about GUIDEcx? We love all aspects of the software so far. We are looking forward to some stats. What problems is GUIDEcx solving and how is that benefiting you? We can engage our clients in the training process so that they can keep track of things they need to do and executives can manage teams to make sure they get the things they need to get done before ...

Read more

EK

Emilee K

06/24/21

5 out of 5

"Easy to use product. Great to work with."

What do you like best about GUIDEcx? Anytime I have a question the team is really helpful with getting back to me. What do you dislike about GUIDEcx? We love all aspects of the software so far. We are looking forward to some stats. What problems is GUIDEcx solving and how is that benefiting you? We can engage our clients in the training process so that they can keep track of things they need to do and executives can manage teams to make sure they get the things they need to get done before ...

Read more

AJ

Ashlie J

06/24/21

4 out of 5

"Love the GuideCX team!"

What do you like best about GUIDEcx? The team is great if you need assistance. They always answer so quickly. Loved to get to know and work with them. What do you dislike about GUIDEcx? I don't think I dislike anything that they need to change. It's just the way that I work and the processes I've adapted to work for my team don't always align with GuideCX, so I usually create work arounds. What problems is GUIDEcx solving and how is that benefiting you? Better communication with my customers.

CF

Cody F

05/05/21

5 out of 5

"GuideCX is the solution we have been looking for!"

What do you like best about GUIDEcx? I love the Intuitive interface, the ease of implementation, and the automation that has helped to dramatically increase our efficiency. I love that our customers now have additional transparency into our processes and know exactly what they need to do and when, to help keep the project on track. What do you dislike about GUIDEcx? There are no downsides. Simply the best tool in the space. Recommendations to others considering GUIDEcx: If you are ...

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PS

Paul S

04/12/21

5 out of 5

"Great sales process"

What do you like best about GUIDEcx? The process for selling the product to our company was really efficient whilst remaining very human. The team have designed a process that allowed us to answer all our questions and understand the product before we committed to purchase. We never felt pressured and I was really impressed by how they took the time to understand our business and why GuideCX would be a good fit for us. What do you dislike about GUIDEcx? I initially wanted a trial without ...

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AU

Anonymous User

03/02/21

5 out of 5

"CUBEX Review of GuideCX"

What do you like best about GUIDEcx? I really like their responsiveness to our requests, be it for additional training or to add items to their future product roadmap. What do you dislike about GUIDEcx? I can't think of anything that I don't like about the company or product. Of course they continue to enhance, and I'm sure I will like those componnets even better, but right now I'm very satisfied. What problems is GUIDEcx solving and how is that benefiting you? We are using GuideCX for our ...

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SK

Stephen K

03/02/21

5 out of 5

"GuideCX is our GoTo Project Management Tracking Tool"

What do you like best about GUIDEcx? Ease of use and user interface. All participants in the project are able to participate in the project update tracking, which aids in the management of the project. It creates a much more efficient process than MS Project did. What do you dislike about GUIDEcx? GuideCX has met all of our needs at this time. Any suggestions/requests for system updates/enhancements have been met with an open-minded reception. As a matter of fact, they encourage input to ...

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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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