GUIDEcx Reviews & Product Details

It's the first dual facing (Internal+client) project management tool I'd ever heard of. It solves a major challenge when it comes to leading a client through their mandatory tasks and activities necessary for a successful implementation of your product or service. And its not that they don't want to do it, its that they dont have adequate and effective strcuture and process to manage the things they need to complete. That are often additional responsibilites to the individual core position responsibilites. Review collected by and hosted on G2.com.

Lack of starter templates, has to be built from scratch. It would be hugely benefical for GCX to provide starter templates that have proven effective in leading successful implementations for themselves and other clients. Review collected by and hosted on G2.com.

I have been working with GuideCX and fully using it for about 7 months now and I have grown to love it. It makes my job as an onboarding customer success manager much easier and takes a lot of small tasks off of my plate by streamlining my processes. Review collected by and hosted on G2.com.

Not much! It just takes a little to get everything up and running to your liking and needs but that is how it goes with any new technology. Review collected by and hosted on G2.com.

GuideCX is a huge upgrade to our entire CS team after having used various different solutions. GuideCX truly has no competition in this arena. The ability to pair with Salesforce is invaluable, and we are currently building out more use cases for the Pre-Sales and other value adds throughout the customer journey. The platform itself is intuitive for Contributors, and as an Admin I find the lift to learn to run the tool is also completely in line with the success and output it provides. I don't mind a steeper learning curve when I'm getting this much value!

Our Implementation (as handled by GuideCX and within GuideCX) was simple, straight forward, and any time I have questions anyone is happy to help! I have recieved help through their community group, my CSM, my AE, the in-app Chat... really I have no regrets! My only wish was I wish this had happened sooner. Review collected by and hosted on G2.com.

We did not allow for enough change management time, but that's not on GUIDEcx. Honestly the hardest part has been getting teams to learn to relax and let the tool help them! We are so used to being manual that letting go of the wheel is a bit scary. Review collected by and hosted on G2.com.

The logic, each part follows the same logic so once you have had your training sessions / played around the system is easy to navigate. Review collected by and hosted on G2.com.

I dont have any dislikes so far, so would prefer to leave blank Review collected by and hosted on G2.com.

GuideCX is the only platform that allows us to truly scale our onboarding process. Thanks to their amazing customer success team, we were up and running in just a week or two. We were able to easily import our existing project templates and then progressively enhance them using the GuideCX features. We coudl then easily share tasks with our customers, giving us visibility into their deliverables. The reporting features likewise made it easy for our leadership to get a birds-eye view of hotspots that needed attention. Review collected by and hosted on G2.com.

I can't think of anything we disliked. Sometimes it was hard for our team to figure out how to deal with project dependencies, but this was mostly a training matter. Review collected by and hosted on G2.com.

I like that GCX keeps me, my team, and our clients on task. I also like how responsive and helpful the support team is. Review collected by and hosted on G2.com.

impersonating a user's profile can be a bit glitchy. it would be nice to update due dates in bulk Review collected by and hosted on G2.com.

With the adoption of GuideCX, we moved from a "roll your journey" free-for-all to a more consistent, predictable process that centers on engaging the customer in the process. I also now have way more visibility into how our onboardings are progressing and, more importantly, where they're stuck than ever before. Review collected by and hosted on G2.com.

While the reporting is helpful, it's sometimes unclear to me what might be wrong with certain onboardings and how I can best help to get them back on track. Review collected by and hosted on G2.com.

Very ease to setup and integrate with multiple systems. Scalable, sophisticated, and customizable.

Great relationship management from GUIDEcx Team.

Easy to setup for admins and POs.

Easy to use and add value daily for users. Review collected by and hosted on G2.com.

I think additional features towards Project Management would also make GUIDEcx shine and be more functional into different teams, and more sticky. Review collected by and hosted on G2.com.

GUIDEcx has allowed us to put more control in our customers hands which has sped up our project timelines. Their support team is great to work with and they are extremely knowledgable and helpful. Review collected by and hosted on G2.com.

We work with a plethora off 3rd party organizations. The 3rd party user addition to projects is a cumbersome process and doesn't allow for sorting of the 3rd parties when trying to add these users to projects. The customer and 3rd party invite process (invite email) could also use some work to make this process a little easier. Review collected by and hosted on G2.com.

GuideCX offers a streamlined platform for sharing project details with customers, ensuring our projects stay on course while keeping clients informed about outstanding tasks. The process of adding users to the platform is straightforward, enabling customers to stay actively engaged throughout the project lifecycle. As a result, this diminishes the volume of inquiries directed to us regarding task completion. Review collected by and hosted on G2.com.

The platform's communication functionality is lacking. When a customer sends a message through the tool, it only reaches one person instead of the entire team. Additionally, these messages sometimes get flagged as spam, leading us to rely on email communications instead. Integrating Slack for customer communication during projects would greatly enhance the overall experience. Review collected by and hosted on G2.com.