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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 311-320 out of 348

AU

Anonymous User

03/19/20

5 out of 5

"Phenomenal on all fronts!"

What do you like best about GUIDEcx? The simplicity and ease of use! The team at GuideCX has been one of the best to work with! What do you dislike about GUIDEcx? In its early stages, there are still some items that I'd like to see from a features/functionality standpoint. With that being said, they've been extremely responsive and worked with us closely to deliver on necessary items. Recommendations to others considering GUIDEcx: Get it! What problems is GUIDEcx solving and how is that ...

Read more

AU

Anonymous User

03/19/20

4 out of 5

"Game Changing Project Plan"

What do you like best about GUIDEcx? This tool makes every party accountable for their pieces of the project. They always know what is next. What do you dislike about GUIDEcx? The tool is pretty slow loading new screens Recommendations to others considering GUIDEcx: Use them to help you come up with a project plan that fits your needs. Their team is extremely helpful and responsive and wants to make you successful. What problems is GUIDEcx solving and how is that benefiting you? We are ...

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SM

Sonia M

03/19/20

4 out of 5

"Great tool, could use some improvement"

What do you like best about GUIDEcx? The concept of project management, the tasks and the ownership each party can have. What do you dislike about GUIDEcx? There are no reminders that can be put on each task and private notes. Recommendations to others considering GUIDEcx: It is a great tool for project management, and can be customized to each everyone's needs. What problems is GUIDEcx solving and how is that benefiting you? Ownership of tasks is great, giving the client responsability.

DJ

Davis J

03/19/20

4 out of 5

"Intuitive, Customer friendly, simple solution."

What do you like best about GUIDEcx? I love the simple functionality! I love that I can assign customer tasks, and get notified if they're stuck or have questions. What do you dislike about GUIDEcx? The inability to add attachments in the notes section proves to be frustrating at times. Lack of bullet points and sub-bullet points makes organizing and relaying info difficult at times as well. What problems is GUIDEcx solving and how is that benefiting you? My projects are more on task - and ...

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DC

David C

03/19/20

3.5 out of 5

"Convenient, smart solution"

What do you like best about GUIDEcx? I love the logical structure of the UI, and the attention to detail. Being able to see the tasks and edit them gives a better experience for me as a user. In addition, I like the ongoing support we get from GuideCX's team during the implementation of the solution. They are actively listening to our needs and working on implementing those features. What do you dislike about GUIDEcx? I would love having more software integrations and a more formal way of ...

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AU

Anonymous User

03/17/20

5 out of 5

"Great Experience"

What do you like best about GUIDEcx? The ability to communicate via notes.... What do you dislike about GUIDEcx? The inability to assign PM's to templates What problems is GUIDEcx solving and how is that benefiting you? One central location to manage all projects.

JM

Jennifer M

03/17/20

4 out of 5

"Easy to use Project Management system"

What do you like best about GUIDEcx? Easy to set up projects and track. Easy to create specific templates based on project types. What do you dislike about GUIDEcx? Reporting capabilities could be expanded. Ability to better format notes and sign-off task messages. Ability to better track and report out on project hours....hours have to sit at a task level not project level. Still waiting on User Trends capability. Recommendations to others considering GUIDEcx: If you're looking for ...

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KC

Kristen C

03/16/20

5 out of 5

"Simply to use and amazing support"

What do you like best about GUIDEcx? Guide CX has a great user interface, with a product that is easy to setup, utilize and understand. The improvements to the Guide CX platform over the past 6 months are incredible; I cannot wait to see what they are going to come up with next! The team at Guide CX is only one quick chat, tutorial, help center article, email or phone call away for any questions you may have. What do you dislike about GUIDEcx? My recommendation for the platform are limited ...

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DW

Danielle W

03/16/20

5 out of 5

"Love Guide CX"

What do you like best about GUIDEcx? Client facing and dependencies make sense. And the Guide CX is always so helpful. What do you dislike about GUIDEcx? Just with we could do dependencies on multiple templates. But we make it work without that. Recommendations to others considering GUIDEcx: Take advantage of the great features that GuideCX has. Fully implement the boards and descriptions the more you use it the easier your life is. What problems is GUIDEcx solving and how is that ...

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AU

Anonymous User

03/16/20

5 out of 5

"Perfect for SaaS Implementation"

What do you like best about GUIDEcx? GuideCX is very intuitive to use and we love that our customer can log in but they don't have to, they can follow the project through the email notifications and interact with those. We are doing SaaS implementations so we didn't want to add yet another new software our clients would need to learn. What do you dislike about GUIDEcx? We have many templates and I wish there was a way to manage them all easier. I will say though, GuideCX has been very ...

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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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