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GuideCX - Client Onboarding Software

GuideCX

Your guide to efficient onboarding and happy customers.

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GuideCX offers custom pricing plan

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What is GuideCX?

GuideCX is an easy-to-use client onboarding solution that transforms the way teams and customers alike manage projects. It can drastically reduce setup time by up to 30%, while increasing satisfaction and output through the entire cycle. Your team will know what to do, who to assign tasks, and who requires assistance, while customers will remain in the loop on anticipated outcomes and with whom to communicate. This intelligent solution empowers teams with resources to design individual project plans based on pre-built

Pricing

  • GuideCX offers custom pricing plan

Customer Type

  • Large Enterprises

  • Medium Business

  • Small Business

Platform Type

  • SaaS/Web/Cloud

  • Mobile - Android

  • Mobile - iOS

GuideCX software demo

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GuideCX Pricing

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Free Trial

  • Not available

GuideCX Pricing

  • GuideCX offers custom pricing plan

Pricing Model

  • Paid Plans (Quotation Based )

Visit website

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8.2

Excellent

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GuideCX Reviews & Ratings

4.7

Excellent

Based on 368 ratings & 348 reviews

Rating Distribution

Excellent

(287)

Very Good

(55)

Good

(5)

Poor

(0)

Terible

(1)

Expert's Review generated by AI

GuideCX is a project organization software that stands out for its ability to streamline project management processes with a focus on onboarding and customer engagement. The software excels in providing a centralized source of truth for project details, ensuring transparency and efficiency in managing tasks and timelines. The customizable templates and task ...Read more

GuideCX pros and cons

  • Track project information efficiently, including time spent on tasks and persons involved, enhancing collaboration.

  • Automation of tasks based on dependencies ensures projects remain on track and progress is visible in real-time.

  • Offers customizable solutions for mapping customer onboarding experiences, evolving with changing needs.

  • User-friendly interface and template options simplify project planning and management, even for complex projects.

  • Provides comprehensive reporting tools for tracking OKRs and project status, enhancing decision-making.

  • The system could improve in simplifying task dependencies and manual changes in key dates within projects.

  • Custom reporting and field control features might require a learning curve and could offer more flexibility.

  • Some users find the card view overwhelming and suggest improvements for a more streamlined visual representation.

User Review

RC

Rhonda C

02/14/24

4 out of 5

"Great software for Project Organization"

What do you like best about GUIDEcx? Being able to track all the information project by project is so helpful. With the software being able to track ...

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TS

Tori S

02/13/24

5 out of 5

"Guide CX anticipated needs I never knew we had a year ago when we signed up"

What do you like best about GUIDEcx? Making the customer onboarding experience consistent and airtight is a meticulous effort. We built our GuideCX ...

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VG

Victoria G

02/13/24

5 out of 5

"Love the way Guidecx helps us stay on top of our tasks!"

What do you like best about GUIDEcx? Love the way Guidecx helps us stay on top of our tasks! GuideCx allows us to take more clients on in ...

Read more

JJ

Jeremy J

02/13/24

5 out of 5

"GuideCX is a great PM platform solution with lots of customization to fit your needs"

What do you like best about GUIDEcx? I like how easy it is to navigate the UI and find things. When utilizing a PM platform, you want to save time and ...

Read more

GuideCX Support

Contact

(801) 455-5008

Customer Service

Business Hours

Online

Location

Draper, UT

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Some top alternatives to GuideCX includes Affinity Canvas, Experience Layer, Onboard by HR Cloud, Rocketlane and HeyTeam.

Yes, GuideCX provides API.

Yes, GuideCX provides mobile app.

GuideCX is located in Draper, UT

GuideCX offers Quotation Based pricing model

Yes, GuideCX can integrate with Jira, Salesforce, HubSpot CRM, Zapier and many more.You can find more integration for GuideCX here

The starting price is not disclosed by GuideCX. You can visit GuideCX pricing page to get the latest pricing.

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Researched by Rajat Gupta