GUIDEcx Reviews & Product Details

My favorite thing about GUIDEcx is the visibility it provides into our current implementations. The reporting capabilities are excellent & we are able to report on all different types of data, including custom fields. The tool itself is also easy to use & the time tracking capabilites are excellent, making our team operate more efficiently Review collected by and hosted on G2.com.

I'd like to have a few more customization options in the UI Review collected by and hosted on G2.com.

It's intuitive and user-friendly while providing a clear view of the onboarding tasks. Review collected by and hosted on G2.com.

There are some hiccups that I've experienced, which when creating a ticket, support has responded quickly. Tickets do seem to be closed a little sooner than I'd like though. There isn't good transparency for future fixes. The ticket gets closed and says it'll be addressed in the future. Review collected by and hosted on G2.com.

I like how the customizability while still being super easy to use. The CS team has been great to work with! The training resources are also super comprehensive. Review collected by and hosted on G2.com.

With the customizability, it does seem like there are a lot of ins and outs to how things flow, so it might be hard to understand how things should work. Review collected by and hosted on G2.com.

We were able to move all our project management to one platform while easily giving customers access to see the status and updates and even track and perform their tasks within the project. Simplified dashboards and views make it easy to see the big picture while quickly zooming into special milestones, phases or assigned resources.

New enhancements have been rolled out simplifying even further tracking of status and communicating with internal teams and customers.

Implementation of SSO was simple and straight forward and enhances security and control over our users' access. Review collected by and hosted on G2.com.

So far I've not had any issues with the platform as both our technical resources and non-technical resources are having no problems using the application. Review collected by and hosted on G2.com.

Centralized system to manage all ongoing, upcoming, and previous projects is nice.

Using the platform to keep all project related conversations within the project ensures that you are easily able to track conversations and updates regarding the specific project. No more searching for emails to find an answer to a question that was asked days or weeks prior.

Uploading relevant photos and files to a specific project makes finding information easy Review collected by and hosted on G2.com.

Not being able to resize column widths in either project or task lists is rough. It makes it very difficult to search for a specific project when you are scrolling through the lists. Review collected by and hosted on G2.com.

GuideCX provides a simplified platform to share with customers to keep our projects on track and allowing the customer to always know what needs to be complted. Adding users to the platform is fairly easy and allows the customer to be more engaged during the project. This reduces the number of questions coming to us on what needs to be completed. Review collected by and hosted on G2.com.

Communications through the platform are not great. If a customer communicates through the tool, it will only come to one person versus the whole team. These communications sometimes will get caught in spam and we end up deferring to email communications instead. Having a Slack intergation to communicate with our customers during the project would yield in a much better experience. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 time to button presses. Overall, not a huge problem. Review collected by and hosted on G2.com.

Being able to track all the information project by project is so helpful. With the software being able to track time spent on tasks, take notes on each task, and see all persons involved is a huge benefit for everyone. Review collected by and hosted on G2.com.

When someone is assigned tasks across multiple projects, it can be tedious to see what is outstanding for an assignee for all of their projects. The global tasks list helps with this, but you must still drill down into the individual project to see what is outstanding or areas that need follow-up. Also, more user customization would be helpful. Updates have been made to the project view to add/remove columns or do bulk edits, but those same options would be nice from the global task view too. Review collected by and hosted on G2.com.

Making the customer onboarding experience consistent and airtight is a meticulous effort. We built our GuideCX with a needs-based approach to map the customer onboarding experience (solve a problem, uncover a problem, solve a problem, repeat). What's impressive is our needs have evolved since we first started, and the Guide CX platform has partnered with us every step of the way. We get a A-Z snapshot of the customer journey, and it helps us improve customer experience and internal process. The reporting available guides several OKRs each quarter. Finally, we're email experts and GuideCX provides enterprisy tools that ensure deliverability of email notifications from the app.

The in-app support experience is world class including a knowledgebase, chat, product roadmap voting, and previous support conversations. It has a partnership feel. The support team themselves are rapid responders and generally cool to work with. Review collected by and hosted on G2.com.

It's hard to provide any dislikes when you see how committed this team is to get it right. With that said, two features will keep GCX on the bleeding edge for SaaS onboarding. Both relate to reporting. 1. (Daily Stand Up) DSU grid centric, at-a-glance report on where each deal is at by rep as well as the ability to quickly apply a multi-layer sort, update the details, and comment >without leaving that view<. We use a spreadsheet for this currently, and it's a pain.

The second feature is aggregate reporting of vanity metrics to enhance OKR follow-up and further define our customer post-sale lifecycle, starting with the onboarding. Review collected by and hosted on G2.com.

I like how easy it is to navigate the UI and find things. When utilizing a PM platform, you want to save time and churn by organizing steps and making sure all necessary parties involved with that project are aware of those steps clearly and concisely. I also enjoy automated emails for this reason. I also appreciate how GuideCX allows templates for easy project planning for multiple projects. Review collected by and hosted on G2.com.

Interacting with some of the features can be laggy or unresponsive at times. It would be great if it could be a little snappier. Having hover tooltips on potentially vague features or menu items would also be helpful to determine if navigating to that spot is where your intent is. I wish there were more features around color-coding. This would make it easier to spot tasks on a project that already has many tasks to manage. Review collected by and hosted on G2.com.