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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 331-340 out of 348

DD

Dan D

09/13/19

5 out of 5

"Finally a solution that meets our needs!"

What do you like best about GUIDEcx? Ability to see all in-flight projects side by side, as well as insight in to which steps of on-boarding are taking the longest/need the most hand holding are fantastic. What do you dislike about GUIDEcx? Would love to see more master level editing (IE updating tasks that are shared across multiple templates in one action, rather than one by one). The interface is good, could be improved by allowing clicks on tasks to open up the task, rather than having ...

Read more

AU

Anonymous User

08/27/19

5 out of 5

"Great solution, great company!"

What do you like best about GUIDEcx? Easy to implement and use. The automation and dependencies allow for a project "autopilot" experience. Customer service and responsiveness is second to none. What do you dislike about GUIDEcx? After implementing and using the product, there is nothing that I dislike. What problems is GUIDEcx solving and how is that benefiting you? Scalability and transparency Data captured from each task and project is very helpful for process improvements

DD

Drew D

07/22/19

5 out of 5

"Simple, clean, and effective"

What do you like best about GUIDEcx? I really like how easy it is to use and how often the company adds new features. The company is also fantastic at taking the feedback they receive from their customers and implementing tools or features based on that customer feedback. The company is still pretty young, but I've been very impressed with the amount of work and improvements they've made in such a short amount of time. The work they've done and the feedback they've applied gives me extreme ...

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AU

Anonymous User

07/11/19

5 out of 5

"BEynd takes client onboarding to next level!"

What do you like best about GUIDEcx? BEynd is very versatile and flexible to meet our fluid client on-boarding needs. The support provided has been exceptional as we learned the product. What do you dislike about GUIDEcx? There is nothing to dislike about the tool at this time. What problems is GUIDEcx solving and how is that benefiting you? BEynd has improved our client on-boarding experience. Our team is able to customize the client on-boarding experience to meet the individual needs of ...

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FL

Fernando L

07/11/19

4.5 out of 5

"A great way to manage projects and help clients with the on-boarding process"

What do you like best about GUIDEcx? Easy to see the progress and keep things organized. It's nice to be able to see the task and know exactly what needs to be done in order to move to the next step. What do you dislike about GUIDEcx? User experience at the beginning was a little difficult as I didn't know exactly how things work, so a little guided tour would have helped. What problems is GUIDEcx solving and how is that benefiting you? Currently, we are setting up our tax solution and ...

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BA

Ben A

04/17/19

5 out of 5

"Great product made by a great team!"

What do you like best about GUIDEcx? The software is easy to use and well thought out. Peter and his team are very friendly and responsive to feedback and they are continuing to develop the product more and more. What do you dislike about GUIDEcx? There is still some room for improvement, but they are chipping away at it and it's fully worth the price now and will only get better. Recommendations to others considering GUIDEcx: Get in touch with them and do a demo and you'll be sold! What ...

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TU

Tyler U

01/14/19

5 out of 5

"Easy to use on customer boarding software!"

What do you like best about GUIDEcx? The killer feature of Beynd is the transparency and collaboration it gives you with your new customers during on boarding. I've used a number of tools throughout my careers, and nothing compares. What do you dislike about GUIDEcx? It's still relatively new software, so there are still some small feature gaps that need to be worked out. Also, there are some ways they can improve the interface. However, the Beynd team is super responsive to feedback, and ...

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BC

Bobby C

12/14/18

5 out of 5

"Exactly what client onboarding should look like"

What do you like best about GUIDEcx? Complete visibility for all stakeholders through onboarding process and naturally holds all parties accountable for their tasks. What do you dislike about GUIDEcx? There's nothing here for me not to like. Recommendations to others considering GUIDEcx: If you're looking for a seamless way to manage client onboarding then look no further. Beynd solves the problem of multiple departments from multiple companies not communicating, connecting, and driving ...

Read more

AS

Amber S

11/02/18

5 out of 5

"Taking the Onboarding Experience to the next level and BEYND!"

What do you like best about GUIDEcx? I love the ease of use for the customer. It allows for them to quickly and easily get us the information we need. The automated reminders the customers receive help us with getting the necessary pieces to complete the project. What do you dislike about GUIDEcx? There actually isn't anything to dislike. If the tool could have a physical hand that came through the screen to grabbed the customer, we would buy it! The Beynd team and the product are ...

Read more

AU

Anonymous User

10/04/18

3.5 out of 5

"Great product to get your clients involvedselves "

What do you like best about GUIDEcx? This product is great. We have only been using for a couple of months but we are pretty impressed with it. Its functional and easy to understand. Our clients, mostly car dealers, are not really technical but this product is so easy to use and gives us an opportunity to share real time project update with the clients. Our clients are happy that they can track the progress of their projects themselves. What do you dislike about GUIDEcx? I have only been ...

Read more

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

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