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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 291-300 out of 348

AU

Anonymous User

12/24/20

3 out of 5

"Good platform but did not solve what needed"

What do you like best about GUIDEcx? The support and sales team were great. Lots of great new integrations coming. What do you dislike about GUIDEcx? The basic platform for project management but we needed more integration with other tools. Recommendations to others considering GUIDEcx: Good for basic application but need more integrations. What problems is GUIDEcx solving and how is that benefiting you? Implementation Management

EP

Edward P

12/03/20

4.5 out of 5

"Great user interface"

What do you like best about GUIDEcx? The best thing of GuideCX is the user interface. Also the customer can see the status of the project and therefore can follow the project evolvement. Projects are structured in main and subtasks. On the subtasks you se employees working on them, and the status. Which can be categorized as not started, working on it, stuck and done. I like this way of visualizing the status, so as a team leader I can help to resolve the problem quickly on order to avoid a ...

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AU

Anonymous User

11/26/20

5 out of 5

"Excellent customer Service and user friendly system"

What do you like best about GUIDEcx? It helps me stay organized with all my projects, I love how I can add tasks on the go and track extra hours that are required for a project. I appreciate the fact that every time I have a question I can just put it in the chat and get a friendly and fast response. The team is amazing! What do you dislike about GUIDEcx? Changing from parallel to subsequential once the project is created would be nice :) What problems is GUIDEcx solving and how is that ...

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AU

Anonymous User

11/18/20

4.5 out of 5

"Automatic response processes start with guide cx."

What do you like best about GUIDEcx? Its interface solutions, the scheme of working presentations of communicative networks of independent commerce, measurement increases of remote equipment management, higher performances accessibility of intuitive collaborations, a perfectly fast interface, a naturally balanced page design, optimized tools manipulation techniques, orientation creations of customer contact information transfers, segmentation of formations of communicative profiles of ...

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AU

Anonymous User

11/16/20

5 out of 5

"Amazing project management tool"

What do you like best about GUIDEcx? GuideCX is the best. It's easy to use and collaborative. It keeps me organized in my day-to-day! What do you dislike about GUIDEcx? I haven't run into any hiccups using GuideCX yet What problems is GUIDEcx solving and how is that benefiting you? Everyone (clients included) has visibility into the project/ updates/ documentation.

ND

Nelson D

11/13/20

4.5 out of 5

"GuideCX is an user friendly tool"

What do you like best about GUIDEcx? I like the engagement of all the GuideCX team, they are always willing to help, even if it's for a question or something else. What do you dislike about GUIDEcx? Sometimes there are some issues with the tool, but GuideCX team hear our feedback and they try to solve the issue ASAP, no matter what it is they just need clear examples and they take a look at every single issue. What problems is GUIDEcx solving and how is that benefiting you? The biggest ...

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NW

Nancy W

11/09/20

5 out of 5

"GuideCX is an amazing tool to assist companies with Implementation"

What do you like best? The software has transformed the way we track our customer implementations. Not only does it keep us on task but it gives full transparency to our customers as well as helping them to stay on task. The software is easy to use and is a very powerful tool for implementation managers. What do you dislike? Honestly, there is not one thing I dislike about this product. The GuideCX team has been so good to work with and they continue to enhance their product to meet our ...

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IG

Isabella G

09/08/20

5 out of 5

"An excellent tool for tracking milestones and project management."

What do you like best about GUIDEcx? GuideCX is a very helpful application in promoting the business up to a new level by its strong and powerful milestone tracking capabilities. The tool is a very good indicator to control the budget as well as the promotion ratio. However, I can make my project’s detail with very solid strategies and ideas to implement on a different platform. We can launch our project with a big bang because of its sound and preferable customized applications and ideal ...

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AU

Anonymous User

08/25/20

4 out of 5

"Much Better On-boarding experience"

What do you like best about GUIDEcx? Implementing Guidecx has been a major game-changer for our company and also our new partners. Our internal team can see exactly what a new partner has completed in one screen. Also, the partner knows what he/she has completed so far and what tasks lie ahead. I even show Guidecx during my sales process to show the prospect of how detailed our on-boarding process will be. What do you dislike about GUIDEcx? I think Guidecx really nailed their product. It's ...

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AU

Anonymous User

08/23/20

4 out of 5

"The power of automation management employed by guide cx is infallible."

What do you like best about GUIDEcx? Due to the possibility of implementing various management procedures together with the uniformity of relationships, the formation of skills of extension of sales success, linked to customer interaction, by working with the guide cx program, which has integration of schematic formulations, where progressive resource management is triggered where their data collection capacity and management approach is enriched by interpreting their processes with 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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