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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 41-50 out of 348

SP

Sarina P

08/02/23

4.5 out of 5

"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

IH

India H

08/02/23

4.5 out of 5

"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 ...

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BS

Brian S

08/02/23

4.5 out of 5

"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 ...

Read more

AU

Anonymous User

08/01/23

5 out of 5

"Intern Project"

What do you like best about GUIDEcx? The hand's on approach with the GuideCX team helped during an intern project as our organization drove GuideCX implementaion. What do you dislike about GUIDEcx? From my limited experience to this point, the only thing I disliked was not being able to save my preferred view for task I was working on. What problems is GUIDEcx solving and how is that benefiting you? Standardizing onboarding experience for new team members. GuideCX helps ensure we have set ...

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KM

Kari M

07/31/23

4.5 out of 5

"GuideCX for Implementation"

What do you like best about GUIDEcx? Functionality and automation. User friendly for both PM and customer What do you dislike about GUIDEcx? Inability to add customizable tasks for a unique implementation. What problems is GUIDEcx solving and how is that benefiting you? One Central location for all implementation projects. And improving metrics and reporting.

AU

Anonymous User

07/30/23

5 out of 5

"GUIDEcx"

What do you like best about GUIDEcx? Tool is flexible and allows for companies to update and utilize the tool that meets the needs for various customer segments. What do you dislike about GUIDEcx? It is not a dislike, we are just waiting for a few key enhancements to be made to ensure our teams are able to work more efficiently and effectively. What problems is GUIDEcx solving and how is that benefiting you? Help improve transparency for customers and external parties engaged in the ...

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MG

Michelle G

07/28/23

5 out of 5

"Very positive and helpful group all around! Great platform"

What do you like best about GUIDEcx? They understood our pace for implementing a new software and worked around our needs and timeline. Great with feedback and updates. They are consistantly improving and make sure that our feedback on the platform is implemented, you receive opportunities to give suggestions on how the platform should work! What do you dislike about GUIDEcx? There are so many great updates made to GuideCX it is sometimes hard to keep up with the great changes and keep your ...

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RB

Rique B

07/28/23

5 out of 5

"GuideCX really helps me stay on track with my projects."

What do you like best about GUIDEcx? The system is very user friendly and easy to understand. What do you dislike about GUIDEcx? I would like to be able to update the dates on multiple tasks at the same time. What problems is GUIDEcx solving and how is that benefiting you? It helps me stay on track with the multiple projects i am working on.

JA

Jenn A

07/28/23

5 out of 5

"I work in software implementation, and GuideCX has made project management so organized and easy!"

What do you like best about GUIDEcx? Automated workflows and templates, the ability to assign tasks to different roles, notes on tasks where you can tag various users, among other things. What do you dislike about GUIDEcx? I don't know that I can think of any real downsides right now but there are definitely improvements that can be made. I like that you have an easy feature request tool and I've requested something that I think would make it a lot more useful. You have an "action items" ...

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RP

Riv P

07/28/23

5 out of 5

"GUIDEcx is an efficient and responsive way to track the progress of a project."

What do you like best about GUIDEcx? My favorite GUIDEcx feature is the ability to leave notes for colleagues on specific tasks within a project. What do you dislike about GUIDEcx? Sometimes GUIDEcx can be slow or laggy when updating tasks. What problems is GUIDEcx solving and how is that benefiting you? GUIDEcx allows my organization to offer our clients full transparency on the status of a project.

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

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