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GuideCX - Client Onboarding Software

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

Your guide to efficient onboarding and happy customers.

4.7

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GuideCX offers custom pricing plan

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)

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Showing 21-30 out of 348

JS

Jessica S

10/24/23

5 out of 5

"Great Product, get organized, streamline and automate processes!"

What do you like best about GUIDEcx? I started using Guide Cx in the spring of 2023, I can't say enough good things about the product! It has helped me so much, allowing users to break down the implementation process step by step, with details and direction of how each tasks is to be complete. Upon completion, the next task will show up and what needs to be done next! Not only can you check off each step along the way, but you can leave internal notes for the team, reminder notes for ...

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WH

Waaka H

10/24/23

5 out of 5

"Mind Blowing"

What do you like best about GUIDEcx? So easy to set up training projects. Love the use of templates and tasks that we can set up for our training projects What do you dislike about GUIDEcx? Would love to have it integrate with our contacts in our ERP What problems is GUIDEcx solving and how is that benefiting you? Onboarding new customers

AU

Anonymous User

10/12/23

5 out of 5

"Enabling entire CX ecosystem to flow"

What do you like best about GUIDEcx? The ability to unify project management, customer engagement and resource management is critical. Tight integration into our CX ecosystem has made our internal collaboration impactful. What do you dislike about GUIDEcx? Downside we found is so many people want to engage and get access. The user model is awesome for this, but it keeps us hopping as everyone is engaging. What problems is GUIDEcx solving and how is that benefiting you? Resource ...

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WP

Will P

09/19/23

5 out of 5

"GuideCX: A Game-Changer for Our Team!""

What do you like best about GUIDEcx? GuideCX has completely transformed the way we manage our projects and collaborate with our clients. Here's why we couldn't be happier with our choice: User-Friendly Interface: GuideCX boasts an intuitive and user-friendly interface that our team members quickly adapted to. Customer Portal: One of the standout features of GuideCX is its customer portal (Compass). It provides a secure platform for our clients to interact with us, review progress, and ...

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ST

Sarah T

09/08/23

5 out of 5

"Manager Customer Success"

What do you like best about GUIDEcx? The ability to properly set expectations with customers for implementation timeline. What do you dislike about GUIDEcx? There is nothing I dislike about this product What problems is GUIDEcx solving and how is that benefiting you? Setting implementation guidelines per call and per implementation and the ability to make quick changes to the product based on products a customer has purchased and is needing implementation for.

GJ

Greg J

09/08/23

5 out of 5

"Great CS"

What do you like best about GUIDEcx? We love our customer success folks. They are super helpful. Mark has been great to work with. What do you dislike about GUIDEcx? I haven't heard much from the folks who use it. What problems is GUIDEcx solving and how is that benefiting you? We have a very complex onboarding process with many people involved. So this is managing that collaboration.

KG

Kym G

09/08/23

4.5 out of 5

"The team is sooo helpful"

What do you like best about GUIDEcx? Hamani has been so great to work with. She and the rest of the team have been amazing. What do you dislike about GUIDEcx? Nothing! Only wished we had started working with them sooner. What problems is GUIDEcx solving and how is that benefiting you? Keeping our teams on the same page with regards to where our customers are in the onboarding process.

AH

Ashley H

08/16/23

5 out of 5

"Great Project Management Tool!"

What do you like best about GUIDEcx? I like empowering my clients by being able to have them keep track of and work on tasks throughout the project! It's helpful for me when meeting with them to be able to review together what they've completed and what is still outstanding. What do you dislike about GUIDEcx? Date changes. When a date changes, you have to go back and adjust all of the dates prior. I feel like it could be automated based on timeline guidelines setup on the account. What ...

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JN

Juliet N

08/11/23

5 out of 5

"Great way to stay organized and on-track"

What do you like best about GUIDEcx? It's great having a project and not worrying about missing a task or falling off schedule, the project with built-in templates and dates really help keep me and my co-workers on track! What do you dislike about GUIDEcx? It's hard when the project stalls or gets put on hold and dates have to manually be pushed out on each task. It would be awesome if everything started from the 1st date and if the project gets put on hold it holds everything so no tasks ...

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SD

Stacia D

08/11/23

5 out of 5

"Intuitive and helpful!"

What do you like best about GUIDEcx? I absolutley love the ability to communicate all in one place with full visibility among our internal team and the client team. It's really allowed me to "step away from my inbox" and it allows my supervisor to quickly catch up on my projects. I also really appreciate the ability to cutomize templates on the fly, and adjust things based on the individual client need. What do you dislike about GUIDEcx? I would love to have an "al a carte" client view ...

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