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

"Order from Chaos"

What do you like best about GUIDEcx? Ability for multiple teams to collaborate to service clients even post-implementation. There are many reconfiguration projects that were very hard for our teams to track and this has changed the way we work together. What do you dislike about GUIDEcx? Some of the due date pieces are a little wonky. Some of our milestones can be running concurrently. What problems is GUIDEcx solving and how is that benefiting you? The biggest issue we are solving is ...

"Great Onboarding Product - Part of the team who setup Guide CX and Current Administrator"

What do you like best about GUIDEcx? The automation it provides to the onboarding process! We have a fairly extensive onboarding, and being able to track each piece from the client side to the internal tasks for each team member is great. I am also impressed with the updates the engineering team has continually put out. There were a few missing items when we started, but they have all been corrected through a new feature that was added. What do you dislike about GUIDEcx? There are group ...

"An excellent tool for onboarding customers!"

What do you like best about GUIDEcx? - Easy to use and navigate - Ability to share with customers - Able to store notes from customer meetings - Speed to set up a new project - Support from the team What do you dislike about GUIDEcx? - Dashboards could be more configurable - Email notifications can be quite generic and come from an individual that did not send the email - Project overview emails to be adjustable content to suit the stakeholders What problems is GUIDEcx solving and how is ...

"Easy to use and setup, helps you keep track of where customers are"

What do you like best about GUIDEcx? You can create all your customers and see where they are all at once. And check tasks off, or have the customer check it off. I love how you can add customers to it and assign them tasks. What do you dislike about GUIDEcx? Sometimes, if a customer has not made progress for a while would like to see how long it has been since they last made a change to it. That seemed a little buggy to me. What problems is GUIDEcx solving and how is that benefiting ...

"Works ok, but could be better."

What do you like best about GUIDEcx? The connectivity for the client. Bot creation is a valuable method to communicate to the users. What do you dislike about GUIDEcx? The form creation could be more versatile. Also, when searching for a client site in the drop-down, there is no search and it's not alphabetically listed. What problems is GUIDEcx solving and how is that benefiting you? It has created a method of communication for hospitals to contact patients for information or to remind ...

"Great software for the most part."

What do you like best about GUIDEcx? Well-equipped software to manage all my projects. Customers can track the progress plus communicate with all the associate team members. What do you dislike about GUIDEcx? It takes up a lot of computer resources. Especially during the goggle meets. What problems is GUIDEcx solving and how is that benefiting you? Time tracking, project management, assigning tasks, communication

"Using Guide CX is user friendly and a one stop shop for your daily business needs"

What do you like best about GUIDEcx? The ability to see all projects that you are working on in one place. What do you dislike about GUIDEcx? Honestly, I cannot think of anything I dislike about Guide CX. What problems is GUIDEcx solving and how is that benefiting you? The ability to view your projects as well as keep up with your tasks for the project. In addition, the team is listed for each project so this enables me to reach out to the team member as needed.

"Super intuitive and easy to use"

What do you like best about GUIDEcx? It's super helpful when it comes to managing projects big or small. I'm also a big fan of how easy to use and intuitive the platform is. What do you dislike about GUIDEcx? It is still a bit buggy. The lack of functionality to bulk delete milestones. What problems is GUIDEcx solving and how is that benefiting you? It helps us unify our client experience and is super helpful for the project managers on our side helping us be more productive and worry less ...

"Great way to track tasks for our advisors"

What do you like best about GUIDEcx? I like the way you can track your project and add notes and the amount of time spent. What do you dislike about GUIDEcx? Moving between different advisors or seeing who owns the process is cumbersome. I am not excited about the new vertical layout, it is very hard to read and find the "open" task. What problems is GUIDEcx solving and how is that benefiting you? Provides updates both internally and to the advisor of what tasks are due and what needs to be ...

"GuideCX is the better tool."

What do you like best about GUIDEcx? It gives us updates on every task movements and completion so we can work on our own tasks correctly and in a timely manner. What do you dislike about GUIDEcx? I can't think of something that doesn't work well. What problems is GUIDEcx solving and how is that benefiting you? GuideCX provides a step-by-step completion of every task for different departments which makes every member productive.