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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 61-70 out of 348

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 ...

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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.

JG

Jon G

07/24/23

5 out of 5

"Customer Service is Superb!"

What do you like best about GUIDEcx? Your service team has exceeded all expectations. They demonstrate integrity, putting others first and helping us finish strong. You listen. Many of our enhancement requests have been fulfilled. Your ability to collaborate with us on custom reports has been huge. Appreciate the partnership between GuideCX and Aspire. We're all in this together. If I or anyone on my team can be of service, please let us know how we can help you. What do you dislike about ...

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HS

Heather S

07/24/23

4.5 out of 5

"GuideCX has helped SoundStack standardize our customer deployments."

What do you like best about GUIDEcx? The templates in GCX are very helpful because you customize by product or business unit and it allows you to create a project very quickly. What do you dislike about GUIDEcx? The integration with Jira has been rough and is not fully complete which makes it hard to have all of our employees able to use GCX since we rely on that integration. Hamani has been very responsive and is working to finalize this integration. What problems is GUIDEcx solving and ...

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AL

Amy L

06/23/23

5 out of 5

"Efficient Project Management for Onboarding"

What do you like best about GUIDEcx? Automations of project tasks, assignments and a client facing dashboard to show progress on tasks and deadlines. What do you dislike about GUIDEcx? Once something is set up and being worked, it can be a challenge to modify a workflow. What problems is GUIDEcx solving and how is that benefiting you? We had a complex onboarding process involving my implementation team, sometimes our engineering team, the client and 3rd party vendors. The ability to set up ...

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UK

Utkarsh K

05/23/23

5 out of 5

"It has helped me to keep my campaigns on track and flowing smoothly."

What do you like best about GUIDEcx? Task-oriented view on the project details has helped my team to understand the process and also helped me train new hires. What do you dislike about GUIDEcx? Project details need to be visible to internal team to understand what are the specifications of the campaign. What problems is GUIDEcx solving and how is that benefiting you? Staying organised with each clients needs and tasks and reduce the turnaround time on basic tasks has helped me alot. This ...

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JK

John K

05/22/23

5 out of 5

"Continued Excellence - time and time again!"

What do you like best about GUIDEcx? GuideCX is so awesome! I love being able to reach out to the team when needed and receive great information, a friendly chat, or a think tank conversation by phone on how we can use the software to its full advantages. You simply can't beat this team when it comes to complimenting your business practices with their "Guided" solutions. Update: I love chatting with the team - I know they want me to use the KB, but they are super friendly anytime I ask for ...

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DH

Duke H

05/22/23

5 out of 5

"One of the best Project Management / Collaboration tools I've used."

What do you like best about GUIDEcx? At my previous job, I was exposed to GuideCX and created templates for the project types I was managing. When I left that company and came to my current company, I immediately recommended GuideCX (GCX) to be brought in to help standardize project. As Director of Implementation Services, I realized that the team that was now working for me did not have any standardized processes. We moved to GCX to solve that problem. We've created about 10 different ...

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MM

Melissa M

05/22/23

4.5 out of 5

"How GuideCX has elevated our experience with advisors"

What do you like best about GUIDEcx? How it allows us to break down tasks step by step to provide as little or as much information as we may need. The flexibility to have a base plan and then alter it as needed depending on the advisor is very helpful, and has helped streamline our onboarding process. What do you dislike about GUIDEcx? It can be a bit slow to react at times. It sometimes does not feel like it has the capacity to hold all of the things we add to it, with the slow response ...

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AU

Anonymous User

05/19/23

5 out of 5

"Really useful for providing visibility on projects"

What do you like best about GUIDEcx? It is a great place to share meeting agendas and notes, it means they are all in one place and our customers do not even have to log in to receive them. This makes it much easier to see the progress over time. I also really like being able to share a high level overview with stakeholders, where they are able to quickly and easily see the progress of a project as well as where it is going in the future. What do you dislike about GUIDEcx? I find changing a ...

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