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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 321-330 out of 348

JV

Justin V

03/16/20

5 out of 5

"Easy to Template Existing Project Plans"

What do you like best about GUIDEcx? We were able to take our existing project plans and quickly build a repeatable, scalable, and consistent project experience for our core implementations. The customer support is readily available as well and always very helpful. What do you dislike about GUIDEcx? So far, I have not run into any major issues from my own functional requirements or a client’s. Recommendations to others considering GUIDEcx: If you are looking for a task or project management ...

Read more

DH

Destiny H

03/16/20

4.5 out of 5

"Biggest Help for Herding Cats"

What do you like best about GUIDEcx? GuideCX has made it so much easier to connect with large amounts of people on big projects. I love that I can add anyone at any time during the process. My favorite part is that I don't have to pester people to get their pieces of the project done, GuideCX does it for me. What do you dislike about GUIDEcx? I wish there was an option to mark a task as skipped. There's a "not applicable" option, but I would like to let clients know why we mark something ...

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AU

Anonymous User

03/16/20

3.5 out of 5

"Excellent Customer Service - Faking Automation"

What do you like best about GUIDEcx? GuideCX saves me time in sending the same email to multiple clients daily. GuideCX makes it easy to see the progress of and audit all of my 60+ clients at one time. Guide CX makes things visual for me, unlike seeing things in salesforce in a table format. GuideCX allows our sales reps to keep an eye on their clients. The support team is amazing and always has constructive criticism on how to improve our templates. What do you dislike about GUIDEcx? Our ...

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BN

Brittney N

02/26/20

5 out of 5

"Excellent product for scalable onboarding and customer collaboration"

What do you like best about GUIDEcx? The people. The software is amazing, but the team behind the software elevates Beynd above others. What do you dislike about GUIDEcx? I can't say there is anything I dislike. What problems is GUIDEcx solving and how is that benefiting you? We needed a way to seamlessly spin up projects, have varying Project Managers but one project template. We also needed a way to pick and choose which projects we collaborated with clients on and which were internal. ...

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JK

John K

02/13/20

5 out of 5

"Simply AMAZING !"

What do you like best about GUIDEcx? The automation in incredible! You all have put so much thought into simplifying tracking customers progress, and keeping everyone engaged to the finish. Keep up the great work! What do you dislike about GUIDEcx? Emails spoofing me need to be scheduled. Recommendations to others considering GUIDEcx: Spend the time setup your templates & task cards with all the feature options as possible. Its the real key to using the system on a daily basis, so take ...

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GR

Greg R

01/31/20

5 out of 5

"Projects done right!"

What do you like best about GUIDEcx? It is very easy to get up and running with your first project. The communication with project members is the best of any thing I have worked with in the past. What do you dislike about GUIDEcx? Decomposing your project workflow is usually the toughest part but this has little to do with the software and more to do with the skill level of the project manager. Recommendations to others considering GUIDEcx: Give it a try, you will see how quickly you can ...

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EK

Emilee K

01/22/20

5 out of 5

"Best support around."

What do you like best? Anytime I have a question the team is really helpful with getting back to me. What do you dislike? We love all aspects of the software so far. We are looking forward to some stats. What problems are you solving with the product? What benefits have you realized? 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 going live ...

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SS

Scott S

11/19/19

5 out of 5

"Easy to use, and our clients find it intuitive! "

What do you like best about GUIDEcx? Beynd allows us to set up an "action plan" for our clients to follow when they begin the onboarding process with our company. They know exactly how long the project should take and we can identify ownership if that project becomes delayed. The ease of file sharing through the platform is very beneficial as well. It provides our staff as well as the client with one source of truth for the project information. What do you dislike about GUIDEcx? There is ...

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TM

Thomas M

11/18/19

5 out of 5

"SImple, but powerful"

What do you like best about GUIDEcx? The opportunity to capture metrics on tasks and milestones. The removal of displaced responsibility. A additional insight for continuous improvement initiatives. Capture revenue sooner. Beynd feels like a solution partner not a third party. What do you dislike about GUIDEcx? This is hard to answer because if I don't like something; the team listens and fixes it. They're are constantly looking for and implementing improvements. The listen to the VOC and ...

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JB

Jesse B

11/18/19

5 out of 5

"Intuitive product that delivers, amazing team behind it "

What do you like best about GUIDEcx? The ability to outline an entire project and collaborate with both parties (or more) has shown great value. Being able to assign tasks and maintain oversight makes a huge improvement to keeping a timeline. With complex onboards and large teams, holding a timeline and not missing anything can be a challenge. The visibility and workflows of Beynd make major projects stress free. The Beynd team has been a great resource from day one. Incredibly responsive, ...

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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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