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GuideCX - Client Onboarding Software

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

Your guide to efficient onboarding and happy customers.

4.7

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GuideCX offers custom pricing plan

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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)

Spotsaas Editor’s POV

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

JH

John H

08/02/23

5 out of 5

"Great Product"

What do you like best about GUIDEcx? I love that the team is responsive, open minded and always available to help. The team has built an amazing product and is continuing to enhance the offering. What do you dislike about GUIDEcx? There are some bulk update functions I would like to see. What problems is GUIDEcx solving and how is that benefiting you? It allows us to have a easy system to track product implementation. We also have custom reports that allow us to see actual time taken on ...

Read more

AU

Anonymous User

08/02/23

5 out of 5

"Great tool for onboarding clients"

What do you like best about GUIDEcx? It has multiple views and ways to track and manage tasks and at the same time it's a great tool for communication as it can completely replace other tools such as Outlook. It has some great reporting and the ability to build custom reports. What do you dislike about GUIDEcx? Just a minor thing but I thing but would be good to be able to preview what the client will see and show them while explaining about the tasks. What problems is GUIDEcx solving and ...

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AU

Anonymous User

08/02/23

5 out of 5

"Transparency"

What do you like best about GUIDEcx? The fact that our clients can view the project details is priceless for our company. Thanks to GCX, they have full visibility without having to ask for an update. What do you dislike about GUIDEcx? I am using the Planned End as the Project end date, but I want to have a separate column for Go Live Date. Our Go-live date does not equal our end date so it would be good to see both but as far as I know, there is no way to add a column on the main dashboard ...

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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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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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SJ

Shawn J

07/28/23

5 out of 5

"GuideCX Makes my Job Easier!"

What do you like best about GUIDEcx? GuideCX is wonderful. It keeps all of my communications for a project plan in one place. It's optimal for communications and passing sensitive information in a secure way. Both the client and I are able to see exactly where we are in a project, when something is due, and the steps to take to get there. It is clear and user friendly. What do you dislike about GUIDEcx? The only difficulty I experience is getting the client to buy in and keep up with and ...

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KL

Keith L

07/28/23

3.5 out of 5

"Good, But Not Perfect"

What do you like best about GUIDEcx? I like the organization, the layout, and the ability for my clients and I to easily review and mark off tasks as complete. What do you dislike about GUIDEcx? Although some tasks are dependent on one another, changing the due date on a task due earlier in the process often doesn't update the dates on related tasks. What problems is GUIDEcx solving and how is that benefiting you? It helps keep track of tasks that need to be completed, both for myself and ...

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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.

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

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