GuideCX Reviews in July 2025: User Ratings, Pros & Cons

"Customer Service is Superb!"

What do you like best about GUIDEcx? Your service team has exceeded all expectations. They demonstrate integrity, putting others first and helping us finish strong. You listen. Many of our enhancement requests have been fulfilled. Your ability to collaborate with us on custom reports has been huge. Appreciate the partnership between GuideCX and Aspire. We're all in this together. If I or anyone on my team can be of service, please let us know how we can help you. What do you dislike about ...

"Guide CX has changed the way we Onboard for the Best!"

What do you like best about GUIDEcx? Ease of customer communication, able to better structure our projects both for the general onboardings and special cases. Absolutely exceptional customer service, I often times work with Sara or Michael and they are always willing to help to the best of their abilities. I love your customer service! What do you dislike about GUIDEcx? Little bit of UI changes still needed but overall really don't have much issues or complaints. What problems is GUIDEcx ...

"Overall great."

What do you like best about GUIDEcx? I like that customers do not need a specific login to see project statuses. I like the automated emails that go out to customers so that they can be reminded of tasks. What do you dislike about GUIDEcx? I dislike that I cannot copy/paste checklists from one task to another. I also dislike that sometimes when I move tasks around in a project, they revert back to the original order after refreshing the page or exiting the project and coming back ...

"GuideCX has helped SoundStack standardize our customer deployments."

What do you like best about GUIDEcx? The templates in GCX are very helpful because you customize by product or business unit and it allows you to create a project very quickly. What do you dislike about GUIDEcx? The integration with Jira has been rough and is not fully complete which makes it hard to have all of our employees able to use GCX since we rely on that integration. Hamani has been very responsive and is working to finalize this integration. What problems is GUIDEcx solving and ...

"Efficient Project Management for Onboarding"

What do you like best about GUIDEcx? Automations of project tasks, assignments and a client facing dashboard to show progress on tasks and deadlines. What do you dislike about GUIDEcx? Once something is set up and being worked, it can be a challenge to modify a workflow. What problems is GUIDEcx solving and how is that benefiting you? We had a complex onboarding process involving my implementation team, sometimes our engineering team, the client and 3rd party vendors. The ability to set up ...

"It has helped me to keep my campaigns on track and flowing smoothly."

What do you like best about GUIDEcx? Task-oriented view on the project details has helped my team to understand the process and also helped me train new hires. What do you dislike about GUIDEcx? Project details need to be visible to internal team to understand what are the specifications of the campaign. What problems is GUIDEcx solving and how is that benefiting you? Staying organised with each clients needs and tasks and reduce the turnaround time on basic tasks has helped me alot. This ...

"Continued Excellence - time and time again!"

What do you like best about GUIDEcx? GuideCX is so awesome! I love being able to reach out to the team when needed and receive great information, a friendly chat, or a think tank conversation by phone on how we can use the software to its full advantages. You simply can't beat this team when it comes to complimenting your business practices with their "Guided" solutions. Update: I love chatting with the team - I know they want me to use the KB, but they are super friendly anytime I ask for ...

"One of the best Project Management / Collaboration tools I've used."

What do you like best about GUIDEcx? At my previous job, I was exposed to GuideCX and created templates for the project types I was managing. When I left that company and came to my current company, I immediately recommended GuideCX (GCX) to be brought in to help standardize project. As Director of Implementation Services, I realized that the team that was now working for me did not have any standardized processes. We moved to GCX to solve that problem. We've created about 10 different ...

"How GuideCX has elevated our experience with advisors"

What do you like best about GUIDEcx? How it allows us to break down tasks step by step to provide as little or as much information as we may need. The flexibility to have a base plan and then alter it as needed depending on the advisor is very helpful, and has helped streamline our onboarding process. What do you dislike about GUIDEcx? It can be a bit slow to react at times. It sometimes does not feel like it has the capacity to hold all of the things we add to it, with the slow response ...

"Really useful for providing visibility on projects"

What do you like best about GUIDEcx? It is a great place to share meeting agendas and notes, it means they are all in one place and our customers do not even have to log in to receive them. This makes it much easier to see the progress over time. I also really like being able to share a high level overview with stakeholders, where they are able to quickly and easily see the progress of a project as well as where it is going in the future. What do you dislike about GUIDEcx? I find changing a ...