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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 31-40 out of 348

DS

David S

08/11/23

4.5 out of 5

"Powerful and getting better every day"

What do you like best about GUIDEcx? GuideCX offers many tools to help build quality and consistency into your onboarding processes. Capturing time spent, adding checklists and driving your process through dependencies are all things we needed more control over when we implemented GuideCX, and now we have those! There is a time investment spent in getting the system set up, but that's about as easy as it can reasonably be and it's gradually paying off. Would happily recommend GuideCX to ...

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AU

Anonymous User

08/10/23

3 out of 5

"Comprehensive, but Heavy Cognitive Load"

What do you like best about GUIDEcx? I appreciate how thorough it is, and how many options we have to keep track of our ongoing projects. What do you dislike about GUIDEcx? The card view imposes a really heavy cognitive load. That is my preferred view (I have also tried table & Gantt). If you could make your card view look more like Trello where the cards are expanded and there are fewer to see at a time, it would look less cluttered and overwhelming. What problems is GUIDEcx solving and ...

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AU

Anonymous User

08/04/23

5 out of 5

"Guidecx Is Great for Engagement, Transparency and Process Efficiency"

What do you like best about GUIDEcx? While we are still in the onboarding process and have not used it, we are super excited about the client engagement that the process will provide, as well as, transparency into the client journey for their implementation. What do you dislike about GUIDEcx? We are pretty complex in nature and the need for multiple PMs in one project would have been nice to accomplish without a lot of custom reporting. What problems is GUIDEcx solving and how is that ...

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RL

Rebecca L

08/04/23

4 out of 5

"GUIDEcx is the answer!"

What do you like best about GUIDEcx? The software is built for onboarding customers which is exactly what we needed. Being able to assign tasks to customers and providing transparant insight into the project are the best features. What do you dislike about GUIDEcx? I would like to have more control over reporting features and custom fields. The integration ability with other systems is robust, but has a steep learning curve. What problems is GUIDEcx solving and how is that benefiting ...

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EF

Eoghan F

08/03/23

4.5 out of 5

"Vastly Improves Onboarding"

What do you like best about GUIDEcx? Adds structure to our onboarding proccess that we simply did not have prior to using GuideCX. Also adds a layer of polish to our process that customers benefit from. What do you dislike about GUIDEcx? Not much to dislike really. Would be cool if it handled CS tasks post onboarding but I get that it is not their wheelhouse and they are not trying to compete with companies specializing in that space. What problems is GUIDEcx solving and how is that ...

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AU

Anonymous User

08/02/23

5 out of 5

"Great tool for onboarding clients"

What do you like best about GUIDEcx? It has multiple views and ways to track and manage tasks and at the same time it's a great tool for communication as it can completely replace other tools such as Outlook. It has some great reporting and the ability to build custom reports. What do you dislike about GUIDEcx? Just a minor thing but I thing but would be good to be able to preview what the client will see and show them while explaining about the tasks. What problems is GUIDEcx solving and ...

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AU

Anonymous User

08/02/23

5 out of 5

"Guide cx - the answer we have been searching for."

What do you like best about GUIDEcx? The visibility to our team and clients is helping us streamline our processes and create a repeatable client journey. What do you dislike about GUIDEcx? We do not have any dislikes - love the system. What problems is GUIDEcx solving and how is that benefiting you? Creating client facing tasks in an easy to use format. Also, having the analytics to manage our team.

JH

John H

08/02/23

5 out of 5

"Great Product"

What do you like best about GUIDEcx? I love that the team is responsive, open minded and always available to help. The team has built an amazing product and is continuing to enhance the offering. What do you dislike about GUIDEcx? There are some bulk update functions I would like to see. What problems is GUIDEcx solving and how is that benefiting you? It allows us to have a easy system to track product implementation. We also have custom reports that allow us to see actual time taken on ...

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AU

Anonymous User

08/02/23

5 out of 5

"Transparency"

What do you like best about GUIDEcx? The fact that our clients can view the project details is priceless for our company. Thanks to GCX, they have full visibility without having to ask for an update. What do you dislike about GUIDEcx? I am using the Planned End as the Project end date, but I want to have a separate column for Go Live Date. Our Go-live date does not equal our end date so it would be good to see both but as far as I know, there is no way to add a column on the main dashboard ...

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SP

Sarina P

08/02/23

4.5 out of 5

"Easy to use"

What do you like best about GUIDEcx? How it sends out reminders on uncompleted tasks and how it keeps track of time and provides a project completion date. What do you dislike about GUIDEcx? I can not think of anything at this time What problems is GUIDEcx solving and how is that benefiting you? Helping us to complete client onboarding in a timely manner