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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 341-348 out of 348

AU

Anonymous User

09/17/18

5 out of 5

"Intuitive and Effective for Project Management"

What do you like best about GUIDEcx? Great user interface. Very simple to see project status. Quick customer support. What do you dislike about GUIDEcx? Reminder emails (project updates) are sent at 3 in the morning. I have had users complain that the phone buzzing wakes them up. What problems is GUIDEcx solving and how is that benefiting you? Organizing multiple ongoing projects. This tool is perfect for projects that follow similar stage gates. It provides a quick look at project progress ...

Read more

AC

Amy C

09/14/18

5 out of 5

"Great software, even greater support!"

What do you like best about GUIDEcx? We're using Beynd to onboard clients for professional services. The tool is easy to use and provides high level visibility of status. The Beynd team has been phenomenal when it comes to answering questions (often receive replies within a few minutes) and are eager to hear our feedback for future updates. What do you dislike about GUIDEcx? Beynd doesn't have reporting, but it's on the roadmap and we developed a work around for our needs temporarily. What ...

Read more

AB

Ashley B

08/06/18

5 out of 5

"Intuitive, Slick and Ready to Use"

What do you like best about GUIDEcx? BEynd is a newer product management software that is clean, intuitive, and has a great staff behind it! One of the best parts of BEynd is the ease of use and ability to use email to give status updates. What do you dislike about GUIDEcx? I can honestly say that I do not have a dislike! Recommendations to others considering GUIDEcx: Consider using this product for all sizes of projects. BEynd gives you the ability to effectively communicate with both ...

Read more

JK

John K

08/03/18

5 out of 5

"Finally!"

What do you like best about GUIDEcx? Top 3 things about BEynd - it is customer facing. Finally a project management tool that is white labeled and cust facing. Contact updates - it seems like every week it's getting better. And, the entire BEynd team is phenomenal to work with. What do you dislike about GUIDEcx? Hard to say there is much I dislike about BEynd. There is some room for growth (integrations with other applications and reporting come to mind) however BEynd is still the best tool ...

Read more

DD

Daniel D

08/03/18

5 out of 5

"Great Company, great product"

What do you like best about GUIDEcx? Beynd is user friendly and easy to use. Pete and the team are great to work with and always looking for ways to improve the product. Support questions are responded to quickly and professionally. If they don't have an answer (which is rare), they keep me updated until they do have one. What do you dislike about GUIDEcx? Not much. Features started off relatively basic, but new features and enhancements are being added all the time. What problems is ...

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AG

Alan G

08/03/18

5 out of 5

"On boarding Software Simplified"

What do you like best about GUIDEcx? Easy to use with all the features you need and none that you don’t. Great at keeping all your key stakeholders informed. What do you dislike about GUIDEcx? Not a dislike but more a request. Looking forward to integration with Sugar CRM. Pete and team are very open to new ideas. What problems is GUIDEcx solving and how is that benefiting you? Stakeholder communication and keeping our onboarding process on track.

AU

Anonymous User

08/03/18

5 out of 5

"Great product, great people"

What do you like best about GUIDEcx? Peter and his team are very responsive and always bend over backwards to make sure we are taken care of. The product help our business organize our very complicated GoLive process. What do you dislike about GUIDEcx? Nothing. This product gave us a boost and leg-up where we did not have one before. What problems is GUIDEcx solving and how is that benefiting you? When our company launches a new client, we need multiple people working on every aspect of the ...

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CM

Cameron M

07/17/18

5 out of 5

"It is new, fresh, and customizable to each user."

What do you like best about GUIDEcx? Using Beynd for our company has made our day to day operations a million times easier. Our company onboards Dealerships and salespeople. Before using Beynd, we had an excel spread sheet that we updated daily. This was not an effective method for our company. We wanted to find something new and innovative. A platform that was easy for not only our company to use, but also easy for our clients to use. There are a lot of companies out there that offer great ...

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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