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GUIDEcx Reviews & Product Details

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

Seller

GuideCX

Discussions

GUIDEcx Community

Languages Supported

English

Overview by

Stacey Hatch

Pricing

Pricing provided by GUIDEcx.

Premium

4 Licenses +

Advanced

4 Licenses +

View More Pricing Information

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GUIDEcx Integrations

(2)

Integration information sourced from real user reviews.

GUIDEcx Media

Get the right members on your team, working together at peak efficiency to drive customer engagement and profitability.

Dive into the details of your project. Project info is contained in “cards” so you can see where tasks stand and identify steps to stay on track.

In addition to capacity, project managers should consider a team member’s skillset when assigning tasks. Setting up functions and adding resources to those functions ensures the right people are being assigned to the right tasks, optimizing time and effort.

GUIDEcx reports are designed to shorten the distance between insight and action. Dig into project trends and bottlenecks so you can proactively manage your customers’ onboarding experience.

Easily update project or task status, respond to a customer note, and upload an attachment. Enable push notifications so you never miss an update!!

High level visualization of your project timeline. Simplify project reviews and status reports, make in-line adjustments, and see how the pieces of your project fit together.

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Coco W.

Senior Solutions Specialist

Small-Business (50 or fewer emp.)

10/20/2022

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

5/5

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! Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Little bit of UI changes still needed but overall really don't have much issues or complaints. Review collected by and hosted on G2.com.

What problems is GUIDEcx solving and how is that benefiting you?

Helps me keep my customers on time, High level I can track their progress. Also keeps my data team in check so I know when there are issues right away and can effectively and efficiently discuss and resolve it with all team members on the project. It makes tackling hurdles much easier because all our communication and tasks to complete are in one place and not strewn about my inbox in various email chains. Review collected by and hosted on G2.com.

Response from Danni Thaw of GUIDEcx

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Hi Coco,

Thank you for taking the time to review GUIDEcx! We're glad you've found it valuable for structuring your projects effectively. We appreciate your kind words regarding our customer service, particularly your experience with Sara and Michael. Providing exceptional support is a priority for us.

If you have any more insights or suggestions in the future, please feel free to share them. We're here for you!

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/8/2024

"Great experience with GuideCX"

5/5

What do you like best about GUIDEcx?

Very customer focused

Platform is easy to use

Allow inputs into the development process for features the customers need Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

I have not found any downside to GuideCX and I am in the system all day long. Review collected by and hosted on G2.com.

Matt P.

Mid-Market (51-1000 emp.)

1/30/2024

"Easy to use, easy to admin, great customer support"

5/5

What do you like best about GUIDEcx?

GUIDEcx takes the traditional project management software and gives it rocket fuel to make it useful for both company and the customer. The ability to add customers into a project for FREE is priceless (dad joke). The implementation was easy and they helped us find inefficiencies in our former process. As the admin I'm able to make changes to the templates quickly and easily, and their team of dedicated professionals is always there to make sure I have what I need to be successful. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

There are not many downsides, every tech team could do better but overall I feel like GUIDEcx cares and tries to do their best while valuing our partnership Review collected by and hosted on G2.com.

What problems is GUIDEcx solving and how is that benefiting you?

GUIDEcx keeps our team and our customers on the same page during implementation so we all know how much work has been done and what is left to reach the end of onboarding. The ability for the customer to reply to a task in GUIDEcx and have that flow to the project manager's email (and vice versa) is key. Review collected by and hosted on G2.com.

Response from Elan Maynez of GUIDEcx

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We're delighted to hear that GUIDEcx has been instrumental in keeping your team and customers on the same page during implementation. Our goal is to provide a seamless experience, and we're glad to hear that it's benefiting your onboarding process. Thank you for your feedback!

PS your dad joke reminded me of one of my favs:

"I thought they said freebies

My disappointment stung almost as much as the bees"

Sandeep P.

Professional Services Consultant

Computer Software

Mid-Market (51-1000 emp.)

2/27/2023

"The best app for onboarding"

5/5

What do you like best about GUIDEcx?

We are using GuideCx for all our projects daily. It is useful in onboarding process tracking, milestones and templates, customer direction and communication, Internal vs external messages, assigning people from inside the company and from the customer company for tasks and milestones, time tracking capabilities, and automated process workflows. Additionally, Time Tracking is also implemented going smoothly and is very helpful for our task tracking. Customer Support is prompt. It is easy to implement, and customize and is quite flexible. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Android app still requires lots of work.

The fields of emails need to be worked out properly.

The email should have the email ID of the person making the comment or note, and not the project manager every time. Review collected by and hosted on G2.com.

What problems is GUIDEcx solving and how is that benefiting you?

Managing multiple accounts onboarding. Handling and remembering onboarding for up to 20-30 accounts can be done. The challenge comes in when the number of accounts crosses 100, 500, 1000, or 10000, and the history of what has been done and what needs to be done by which person, is trackable very conveniently on this platform. Review collected by and hosted on G2.com.

Response from Elan Maynez of GUIDEcx

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Hi Sandeep,

Thank you for your positive feedback on GUIDEcx! We aim to provide a comprehensive solution for streamlining processes, and we're pleased to know that you're benefiting from these features. We've shared all your feedback with the product team. Feel free to reach out if you have more insights or questions.

Carson M.

Mid-Market (51-1000 emp.)

3/5/2024

"Seamless, Transparent Onboarding"

4/5

What do you like best about GUIDEcx?

I use GCX daily whether directly in the program or through it's integration in Salesforce. The UI is really smooth and really outlines what has been and needs to be done in regards to getting customers onboarded onto our product. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

This is a personal preference rather than an actual issue, however, I dislike the due dates and the due date notifications I receive. This would help helpful under a lot of cirumstances, however, I personally don't utilize it in the project I work on. Review collected by and hosted on G2.com.

Ben S.

Small-Business (50 or fewer emp.)

3/6/2024

"Organize Your Projects"

5/5

What do you like best about GUIDEcx?

It's extremely easy to use for the clients that we partner with. It helps us to ensure we're checking all the boxes to get our clients to a successful onboarding. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

One thing that can create confusion is that our clients don't always know that they need to "@" us when making posts or asking questions in the platform. It might be a couple days before we realize that the client has raised a question for us. If there was functionality that prompted them to tag one of our team members that would be a great feature add. Review collected by and hosted on G2.com.

Response from Elan Maynez of GUIDEcx

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Hi Ben!

We're happy to hear that your team has been better able to stay on course and streamlined with GUIDEcx. Our goal is to help you work better with your customers! Thank you for your feedback on prompting clients to @mention you in the notes. The assigned project manager should be receiving notifications whether they are @mentioned or not (assuming they haven't turned that notification setting off), however I'm not sure if you're in the GUIDEcx community, so I've created this as product feedback for you. I recommend checking it out!

https://community.guidecx.com/ideas/prompt-customers-to-use-the-atmention-in-the-notes-517

Jill M.

Small-Business (50 or fewer emp.)

1/18/2024

"GuideCX provides an efficient and timely Customer Onboarding Experience!"

5/5

What do you like best about GUIDEcx?

I love how customizable it is. It basically is a toolbox of building blocks where you can create a highly customized user and customer experience. My favorite part is the visual use interface that is bright and intuitive. There are different views of your tasks available, my fav is the "kanban-like" view where you can use your mouse and drag and drop tasks around the project. GuideCX's interactions with the customer are very flexible as well. They can interact with their tasks via email, a mobile app or logging into the GuideCX platform.

I like the company because they are very responsive to their customers. They are continually adding features - built from suggestions by their customers. The huge addition in 2023 was going live with an embedded program that allows us to interface our data with most all of our other platforms such as HubSpot, Slack, Calendly and Zendesk Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Features that I would like that it doesn't have yet include 1) ability to have a "task library" that you can build a custom project plan easily and 2) ability to better customize the system generated emails to customers. Review collected by and hosted on G2.com.

Response from Elan Maynez of GUIDEcx

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Jill, thank you so much for sharing your positive experience with GUIDEcx! We're glad to hear that you find the platform customizable and user-friendly. We appreciate your feedback on Recipe Builder and that you've found value in connecting GUIDEcx to your tech stack. We built that one with your success in mind!

Also, big thank you for your feedback on features you'd like to see. A task/template library feature is planned to be released later this year (It's already been discovered, designed, and all that's left is development!) In regards to customizing system emails, that is a beta feature you can turn on within Labs. If you need help exploring it, let us know!

Ian C.

Mid-Market (51-1000 emp.)

1/17/2024

"The Flexible Tool We Rely On"

4.5/5

What do you like best about GUIDEcx?

GuideCX has allowed us to segment the types of projects we need to manage easily. We rely on GuideCX to onboard our customers, as well as manage on off bespoke projects.

The support team and reporting team has been a great help in making sure issues are quickly and painlessly addressed, often going above and beyond in helping us address our enterprises specific needs. GuideCX makes it easy for our team to log their hours and execute tasks, as well as hold customers accountable to what they need to do to ensure the projects are moving forward with the speed and quality they demand. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

The biggest issue is duplicating tasks and easily sending CSAT notifications (and resending them). Many of our projects cannot be fully templatized as they do not have strict end dates, and the tasks will have to be constantly duplicated. This process currently is quite cumbersome and can slow us down in the day to day flow.

While it is great that CSAT is available to send and can be done on two levels, it is not as transparent as we would like to ensure customers are reminded to fill out the survey, and we do not have the ability to send them as needed or resend them as one offs if they failed to complete them. This makes data collection of CSAT difficult Review collected by and hosted on G2.com.

What problems is GUIDEcx solving and how is that benefiting you?

GuideCX is helping us track teams hours on billable and non billable work. It is also helping our engineers receive tasks and reminds to their tasks for completion. This helps free up our project managers time so they can focus less on the minutiae, and more on the bigger problems at hand.

GuideCX also provides critical reporting that helps us measure profitability of our departments, as well as highlight at risk projects to the broader team. Review collected by and hosted on G2.com.

Response from Elan Maynez of GUIDEcx

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We're thrilled to hear that GUIDEcx has been instrumental in helping you manage your projects and onboard customers. Our support and reporting teams are dedicated to providing top-notch assistance, and we're glad to hear they've been able to address your specific needs.

We appreciate your feedback about the task duplication and CSAT notifications, and we'll definitely take that into consideration for future improvements. We'd love to hear more about In fact, I shared your CSAT enhancement ideas with our product team. You can upvote the idea here: https://onboardingnetwork.guidecx.com/ideas/csat-reminders-resend-function-472. As far as your task duplication feedback, we have some future enhancements currently being worked on that should address your use-case! Stay tuned for that release.

Thank you for sharing the problems GUIDEcx is solving for your team, and we're pleased to hear about the positive impact it's having on your project management and profitability.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/18/2022

"Excellent customer service and product"

5/5

What do you like best about GUIDEcx?

Their team is always willing to help resolve an issue or help you come up with a solution. I haven't worked with anyone there that doesn't honestly care about their customers! Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Can't say I can think of anything pressing. Their team reached out to me to give feedback on the product, so I know they take customer feedback seriously. Review collected by and hosted on G2.com.