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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 81-90 out of 348

RC

Robert C

05/18/23

4 out of 5

"Project Managing with GuideCx"

What do you like best about GUIDEcx? I like that GuideCx allows me to create project milestones. Starting a project can be a bit challenging. There are so many things to discuss. Where do you start?! I like to start with my questionnaire as it helps to break the ice. I then transition into our GuideCx portal. Our clients receive a link to the GuideCx portal that lets them see the milestones and the steps required in each. This gives our clients a level of control and visibility, so that ...

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SU

Simon U

05/18/23

4 out of 5

"Onboarding clients to our software has become much more streamlined and predictable."

What do you like best about GUIDEcx? I can assign tasks to new clients; they need not remember another password and have all the info they need in the task descriptions. Guide CX reminds them, updates me and keeps the project on track autonomously. I love the new status change reasons. If a project runs late or is canceled, I can quickly explain the cause from my reports. What do you dislike about GUIDEcx? I want to be able to build a project or template from a list of pre-configured ...

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AU

Anonymous User

05/17/23

5 out of 5

"An excellent tool for onboarding customers!"

What do you like best about GUIDEcx? - Easy to use and navigate - Ability to share with customers - Able to store notes from customer meetings - Speed to set up a new project - Support from the team What do you dislike about GUIDEcx? - Dashboards could be more configurable - Email notifications can be quite generic and come from an individual that did not send the email - Project overview emails to be adjustable content to suit the stakeholders What problems is GUIDEcx solving and how is ...

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CD

Cindi D

05/16/23

5 out of 5

"Using Guide CX is user friendly and a one stop shop for your daily business needs"

What do you like best about GUIDEcx? The ability to see all projects that you are working on in one place. What do you dislike about GUIDEcx? Honestly, I cannot think of anything I dislike about Guide CX. What problems is GUIDEcx solving and how is that benefiting you? The ability to view your projects as well as keep up with your tasks for the project. In addition, the team is listed for each project so this enables me to reach out to the team member as needed.

AU

Anonymous User

05/16/23

5 out of 5

"Great software for the most part."

What do you like best about GUIDEcx? Well-equipped software to manage all my projects. Customers can track the progress plus communicate with all the associate team members. What do you dislike about GUIDEcx? It takes up a lot of computer resources. Especially during the goggle meets. What problems is GUIDEcx solving and how is that benefiting you? Time tracking, project management, assigning tasks, communication

JJ

John J

05/16/23

5 out of 5

"Easy to use and setup, helps you keep track of where customers are"

What do you like best about GUIDEcx? You can create all your customers and see where they are all at once. And check tasks off, or have the customer check it off. I love how you can add customers to it and assign them tasks. What do you dislike about GUIDEcx? Sometimes, if a customer has not made progress for a while would like to see how long it has been since they last made a change to it. That seemed a little buggy to me. What problems is GUIDEcx solving and how is that benefiting ...

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AU

Anonymous User

05/16/23

3.5 out of 5

"Works ok, but could be better."

What do you like best about GUIDEcx? The connectivity for the client. Bot creation is a valuable method to communicate to the users. What do you dislike about GUIDEcx? The form creation could be more versatile. Also, when searching for a client site in the drop-down, there is no search and it's not alphabetically listed. What problems is GUIDEcx solving and how is that benefiting you? It has created a method of communication for hospitals to contact patients for information or to remind ...

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GP

Gabriela P

05/15/23

5 out of 5

"Super intuitive and easy to use"

What do you like best about GUIDEcx? It's super helpful when it comes to managing projects big or small. I'm also a big fan of how easy to use and intuitive the platform is. What do you dislike about GUIDEcx? It is still a bit buggy. The lack of functionality to bulk delete milestones. What problems is GUIDEcx solving and how is that benefiting you? It helps us unify our client experience and is super helpful for the project managers on our side helping us be more productive and worry less ...

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AU

Anonymous User

05/11/23

5 out of 5

"GuideCX has helped organize and streamline our project implementations from setup to launch."

What do you like best about GUIDEcx? The things I like the most about GuideCX are templates, tags, and viewing all tasks in a single space. Viewing all tasks through different filters helps me manage my projects without stepping on toes. What do you dislike about GUIDEcx? The dependencies can be a little reductive sometimes. I find myself removing dependencies to remove restrictions on start dates. If I could have dependencies fire emails without directly affecting start dates, that would ...

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ND

Nhoel D

05/11/23

5 out of 5

"GuideCX is the better tool."

What do you like best about GUIDEcx? It gives us updates on every task movements and completion so we can work on our own tasks correctly and in a timely manner. What do you dislike about GUIDEcx? I can't think of something that doesn't work well. What problems is GUIDEcx solving and how is that benefiting you? GuideCX provides a step-by-step completion of every task for different departments which makes every member productive.