GuideCX Reviews in January 2025: User Ratings, Pros & Cons

"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 time spent on tasks, take notes on each task, and see all persons involved is a huge benefit for everyone. What do you dislike about GUIDEcx? 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 ...

"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 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 ...

"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 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. What do you dislike about GUIDEcx? Interacting with some of ...

"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 Implementation than we were able to project manage withou it. Its been a game changer in our organization! Customer service has been excellant. What do you dislike about GUIDEcx? No forms in the environment only intergrations. What problems is GUIDEcx solving and how is that benefiting you? Guidecx automates tasks going out based on dependencies saving me ...

"Keeping Customer Onboarding Simple and Organized"

What do you like best about GUIDEcx? GuideCX allows us to clearly identify the actions that are required for a successful onboarding, assign tasks, and stay on track. This makes managing the onboaridng process for multiple customers and multiple products much easier. What do you dislike about GUIDEcx? I wish the Time Tracking feature was included automatically. I don't think it is a critical feature for our business but it would be nice to have, as I am curious about the time/cost for ...

"Easy for project handling and management."

What do you like best about GUIDEcx? It's a good project management tool for managing your new customer's onboarding process; it's pretty easy to tackle the whole process. Its IOS application is also good to review all the project status on a Mobile device. What do you dislike about GUIDEcx? It would be great if the drafted message can be restored after when the application is closed accidently or browser crashed. I faced this issue " i drafted the whole message (more than 150 words) and ...

"GCX if focused on what I do as an Implementation Engineer/Project Manager."

What do you like best about GUIDEcx? Project templates and being able to include clients in the project while also keeping certain tasks and notes restricted to internal visibility. I use GCX every day to manage 15+ integration projects at a time. Custiner support has always been responsive and helpful. What do you dislike about GUIDEcx? The notes area could still be better. If I paste into a note, the formatting gets lost. What problems is GUIDEcx solving and how is that benefiting ...

"Multi-Project Management made Simple"

What do you like best about GUIDEcx? 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 ...

"The best app for onboarding"

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. ...

"Tracking onboarding steps of new clients"

What do you like best about GUIDEcx? Our software has lots of features, and I like that Guidecx keeps track for me of key items I like to discuss with new clients, helping me be sure to review all key software elements with each new client, not leaving this to my memory. What do you dislike about GUIDEcx? Guidecx sends lots of task alert and past-due reminder emails. While the idea of these emails is super great (let those who are assigned to complete a task know the task is due), the ...