GUIDEcx Reviews & Product Details

The ability to keep everyone, both internal and external, on the same page. We struggled for years to find an effective way to make sure everyone was on the same page and with GUiDEcx, we finally have the answer we've been looking for. The email reminders for tasks, the projected end date to keep everyone on track, it's simply perfect. I can't say enough positive things about this product and the team behind it. Review collected by and hosted on G2.com.

I won't be of much help for this part of the review since I currently only have positive things to say about GUIDEcx. I think like any tool, it's only as useful as you make it and this tool give us the ability to do everything we need to do for us and our clients. The only thing I would like to see is multi-factor authentication for logging in, just for security purposes. Review collected by and hosted on G2.com.

GUIDEcx offers an amazing platform, which allows us to automate a tremendous amount of communication to clients, thus reducing work hours for our internal team members. And, it offers all this functionality while being super easy to use and understand.

With clearly set roles/permissions along with the details we build out in templates, we reduce the risk of human error and ensure compliance on our SOPs.

Implementation has been very easy so far, and I feel very supported by the GUIDEcx team with all of our questions.

I'm very excited to implement integrations across our other internal systems for consistency in reporting and transparency in project status. Review collected by and hosted on G2.com.

Sometimes, GUIDEcx can take a long time to load pages, especially for large projects. Review collected by and hosted on G2.com.

The team at guidecx is truly top notch from every angle. Their attention to detail, willingness to work with you, and quick thinking has made them an invaluable partner. Review collected by and hosted on G2.com.

There's not much to dislike besides that all the amazing new features that are coming down the pipeline aren't already available now! Review collected by and hosted on G2.com.

The UI is fairly intuitive and the functionality offers a lot for teams to stay organized and aligned with the customer Review collected by and hosted on G2.com.

There seems to be a few bugs in loading and using the UI from time to time Review collected by and hosted on G2.com.

We love the visibility and control that GuideCX provides for our internal team and our Customer to run projects on time, and know exactly what's up and around the corner to keep plugging away. Review collected by and hosted on G2.com.

I don't think there's anything in particular that's not to like about GuideCX! Review collected by and hosted on G2.com.

GUIDEcx has helped us move into the modern ages of onboarding new clients - with spreadsheets, post it notes and uncontrolled communication being a thing of the past. Through GUIDEcx we are able to manage projects with true colloboration with our clients, with each stakeholder able to see how a project is performing.

The implementation phase was really simple, with recipe builders for our integrations making life mega easy. The onboarding from GUIDEcx was truly fully supported to, with resource on hand to answer silly questions, assist with template creation and made sure we could use the software in a short period of time. Review collected by and hosted on G2.com.

At this point, we have so many positives around the GUIDEcx, there is not a lot to dislike. Review collected by and hosted on G2.com.

It has helped me to organize my projects and clearly define what needs to be done, who needs to do it, and when it needs to be done, without having to chase down any communication, as well as keeping all of that communication in one place. Once set up, it has been very easy to use and tweak as I improve our process, and Shaun at GUIDEcx as well as their support team have been quick to respond to any questions I've had. Review collected by and hosted on G2.com.

I wouldn't consider it a downside, just a necessity to be prepared for: depending on what kind of project(s) you have and the granularity of detail you have in your tasks, it can be a pretty lengthy job to get your schema set up. However, again, it is a necessary part of it, and while it can take some time, it is also helpful to look at your projects under a microscope to better define them and then tweak them. Review collected by and hosted on G2.com.

I have had the opportunity to work with multiple project management software in this, by far, is the easiest for myself and ESPECIALLY for my clients. The ease of them not having to actually go into the project to see what needs to be done is a game changer. And that it sends them reminders when things are due?! Talk about geting much needed time back on my calendar to get other projects done. Review collected by and hosted on G2.com.

i would love the ability to have mulitple people assigned to a task Review collected by and hosted on G2.com.

GuideCX has a great user interface that makes it easy to set up project templates and then visually track the progress of project related tasks. We can then easily syncronize these projects with Salesforce to include in Salesforce-generated reports. The GuideCX team (Sales, Support, and Customer Success) have always been extremely responsive and helpful as well. Review collected by and hosted on G2.com.

The formatting and customization options for customer-facing emails are limited. Review collected by and hosted on G2.com.

GUIDEcx is an excellent customer onboarding and project management platform that helped us streamline processes and enhance client experiences. Its user-friendly interface, automation features, and collaborative tools made it easy for our team to keep onboarding projects on track while ensuring transparency and engagement for customers. With powerful reporting and integrations, GUIDEcx enabled us to improve efficiency, reduce churn, and create seamless onboarding experiences. Their focus on customer success and guided implementation sets them apart, making them a valuable solution for companies looking to improve their onboarding workflows. Review collected by and hosted on G2.com.

I have yet to come across any downfalls of using the GUIDEcx. Review collected by and hosted on G2.com.