spotsaas-logo
Get Listed
GuideCX - Client Onboarding Software

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

Your guide to efficient onboarding and happy customers.

4.7

Add to compare

GuideCX offers custom pricing plan

Request a Quote

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

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.

  • 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.

Log in Required to View Reviews

Filter results

Sort by :

Relevance
Relevance
Highest-Rated
Lowest-Rated
Least-Recent
Most-Recent

Share this page

Showing 51-60 out of 348

SJ

Shawn J

07/28/23

5 out of 5

"GuideCX Makes my Job Easier!"

What do you like best about GUIDEcx? GuideCX is wonderful. It keeps all of my communications for a project plan in one place. It's optimal for communications and passing sensitive information in a secure way. Both the client and I are able to see exactly where we are in a project, when something is due, and the steps to take to get there. It is clear and user friendly. What do you dislike about GUIDEcx? The only difficulty I experience is getting the client to buy in and keep up with and ...

Read more

AU

Anonymous User

07/28/23

4 out of 5

"Great Project Management Tool: Constantly Expanding"

What do you like best about GUIDEcx? I love the ability to add checklists and attachments directly into tasks. This allows up to streamline our processes for specific pieces of setup and QA. I also enjoy that you can customize and have multiple different types of project plans. What do you dislike about GUIDEcx? I do not like that dates do not update on tasks automatically when a project end date has been updated. it causes a lot of manual adjustments, when based on the timeline, it should ...

Read more

AU

Anonymous User

07/28/23

4 out of 5

"Tasks made easy"

What do you like best about GUIDEcx? I like the ability to add and update tasks. I often work with the check lists and adding notes for internal partners. I've also been able to add videos to assist clients. What do you dislike about GUIDEcx? Sometimes I have a hard time finding specific tasks after they have been collapsed when completed. I've had clients mark tasks as complete when they thought they provided the correct information but I still needed additional items and needed to update ...

Read more

HY

Hilton Y

07/28/23

4 out of 5

"Guide CX helps accelerate our onboarding at scale"

What do you like best about GUIDEcx? GuideCX has allowed our onboarding team to scale with our customer growth, particularly important for our growth globally and with large complex customers. Our internal and customer communication has improved significantly. What do you dislike about GUIDEcx? We're having issues emails blocked in SPAM filters resulting in challenges around effective communication. What problems is GUIDEcx solving and how is that benefiting you? Scaling our business, ...

Read more

KL

Keith L

07/28/23

3.5 out of 5

"Good, But Not Perfect"

What do you like best about GUIDEcx? I like the organization, the layout, and the ability for my clients and I to easily review and mark off tasks as complete. What do you dislike about GUIDEcx? Although some tasks are dependent on one another, changing the due date on a task due earlier in the process often doesn't update the dates on related tasks. What problems is GUIDEcx solving and how is that benefiting you? It helps keep track of tasks that need to be completed, both for myself and ...

Read more

JJ

Juston J

07/25/23

5 out of 5

"GUIDEcx was a game changer"

What do you like best about GUIDEcx? GUIDEcx was a game-changer for Scanco. We often times found ourselves and our customers frustrated and asking "what's next" with our complex implementations. We searched the market for some time before we found GUIDEcx and within a week of initial signup, we were signing the order form. What do you dislike about GUIDEcx? Still Lack of availability to customize the product, however, they are working on this with my team, it's not as fast as I would like, ...

Read more

AU

Anonymous User

07/25/23

4 out of 5

"Provides faster onboarding for customers"

What do you like best about GUIDEcx? GuideCX makes it easier to track customer onboarding projects and helps them get up and running faster. What do you dislike about GUIDEcx? The reporting is limited. I am used to using Salesforce, where I can pull any data. I currently have to push the data to Salesforce to run most reports. It would be better if GuideCX were built on Salesforce instead of just having the ability to integrate with Salesforce. What problems is GUIDEcx solving and how is ...

Read more

JA

Jared A

07/24/23

5 out of 5

"Scalable, repeatable, all-inclusive source of our project data now"

What do you like best about GUIDEcx? The ability to pull data out of the system and analyze it via their API. And Friendly and helpful staff. What do you dislike about GUIDEcx? The standard reports are good but not great. The good news is that they are continually improving and growing their report library. What problems is GUIDEcx solving and how is that benefiting you? Having all projects using the same templates allows us to standardize our tasks rather than the success of a project ...

Read more

AU

Anonymous User

07/24/23

5 out of 5

"Professional interface and world-class customer support!"

What do you like best about GUIDEcx? I love how the GuideCX platform is frictionless for my customers to use. I am especially grateful for the GuideCX support team! Every interaction I needed with Support has been met with the utmost professionalism and just the information required to resolve my question quickly. What do you dislike about GUIDEcx? I would like to continue to see more functionality built out with our CRM <> GuideCX to further streamline our experience. What problems is ...

Read more

LN

Liz N

07/24/23

5 out of 5

"Fastest Help Desk in the West!"

What do you like best about GUIDEcx? The help desk team is so speedy and helpful that they make all other helpdesks look bad! What do you dislike about GUIDEcx? I haven't found a downside...at this point I've enjoyed all changes that have been made to the platform. What problems is GUIDEcx solving and how is that benefiting you? GuideCX provides me with an easy way to communicate with my customers and keep important information in one place.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

Connecting Smart Buyers with Leading Sellers

Find the perfect software for your needs or showcase your product to 250,000+ buyers. SpotSaaS makes it easy for everyone to succeed