GuideCX Reviews in June 2026: User Ratings, Pros & Cons

"Powerful and getting better every day"

What do you like best about GUIDEcx? GuideCX offers many tools to help build quality and consistency into your onboarding processes. Capturing time spent, adding checklists and driving your process through dependencies are all things we needed more control over when we implemented GuideCX, and now we have those! There is a time investment spent in getting the system set up, but that's about as easy as it can reasonably be and it's gradually paying off. Would happily recommend GuideCX to ...

"Comprehensive, but Heavy Cognitive Load"

What do you like best about GUIDEcx? I appreciate how thorough it is, and how many options we have to keep track of our ongoing projects. What do you dislike about GUIDEcx? The card view imposes a really heavy cognitive load. That is my preferred view (I have also tried table & Gantt). If you could make your card view look more like Trello where the cards are expanded and there are fewer to see at a time, it would look less cluttered and overwhelming. What problems is GUIDEcx solving and ...

"GUIDEcx is the answer!"

What do you like best about GUIDEcx? The software is built for onboarding customers which is exactly what we needed. Being able to assign tasks to customers and providing transparant insight into the project are the best features. What do you dislike about GUIDEcx? I would like to have more control over reporting features and custom fields. The integration ability with other systems is robust, but has a steep learning curve. What problems is GUIDEcx solving and how is that benefiting ...

"Guidecx Is Great for Engagement, Transparency and Process Efficiency"

What do you like best about GUIDEcx? While we are still in the onboarding process and have not used it, we are super excited about the client engagement that the process will provide, as well as, transparency into the client journey for their implementation. What do you dislike about GUIDEcx? We are pretty complex in nature and the need for multiple PMs in one project would have been nice to accomplish without a lot of custom reporting. What problems is GUIDEcx solving and how is that ...

"Vastly Improves Onboarding"

What do you like best about GUIDEcx? Adds structure to our onboarding proccess that we simply did not have prior to using GuideCX. Also adds a layer of polish to our process that customers benefit from. What do you dislike about GUIDEcx? Not much to dislike really. Would be cool if it handled CS tasks post onboarding but I get that it is not their wheelhouse and they are not trying to compete with companies specializing in that space. What problems is GUIDEcx solving and how is that ...

"Easy to use"

What do you like best about GUIDEcx? How it sends out reminders on uncompleted tasks and how it keeps track of time and provides a project completion date. What do you dislike about GUIDEcx? I can not think of anything at this time What problems is GUIDEcx solving and how is that benefiting you? Helping us to complete client onboarding in a timely manner

"Sr. Director of Advanced Services"

What do you like best about GUIDEcx? customer interaction and customer visibility What do you dislike about GUIDEcx? not able to sort certain views, cannot delete a customer What problems is GUIDEcx solving and how is that benefiting you? It allows us to give full visibility and interaction with our customers during the onboarding process. We include welcome videos, escalation lists and assign customers tasks within the onboarding process. We are leading the industry with our white glove ...

"Amazing tool to scale onboarding processes"

What do you like best about GUIDEcx? GuideCX is so helpful as a central sources of truth for all onboarding project management needs. It's helping us to streamline and scale our processes. Their University and office hours sessions are super helpful, and having visibility of their product roadmap/being able to easily submit requests is also fantastic. Their support team is also really knowledgeable, friendly and always on hand to help. What do you dislike about GUIDEcx? I think that GuideCX ...

"Its a great product with many rich features"

What do you like best about GUIDEcx? It makes project management simple. The templates are very useful. The ability to share the project across platforms and with any user. Makes it incredibly powerful What do you dislike about GUIDEcx? It needs to improve on tools that make it easier to do repetitive tasks. Like bulk edits, easier ways to change flows. There are difficult to mange all the dependencies. What problems is GUIDEcx solving and how is that benefiting you? It makes it eaiser to ...

"Guide cx - the answer we have been searching for."

What do you like best about GUIDEcx? The visibility to our team and clients is helping us streamline our processes and create a repeatable client journey. What do you dislike about GUIDEcx? We do not have any dislikes - love the system. What problems is GUIDEcx solving and how is that benefiting you? Creating client facing tasks in an easy to use format. Also, having the analytics to manage our team.