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GUIDEcx

By GuideCX

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GUIDEcx Reviews & Product Details - Page 10

GUIDEcx Product Details
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GUIDEcx Integrations

(4)
Integration information sourced from real user reviews.

GUIDEcx Media

GUIDEcx Demo - Time Tracking
Get the right members on your team, working together at peak efficiency to drive customer engagement and profitability.
GUIDEcx Demo - Board View
Dive into the details of your project. Project info is contained in “cards” so you can see where tasks stand and identify steps to stay on track.
GUIDEcx Demo - Resource Management
In addition to capacity, project managers should consider a team member’s skillset when assigning tasks. Setting up functions and adding resources to those functions ensures the right people are being assigned to the right tasks, optimizing time and effort.
GUIDEcx Demo - Advanced Reporting
GUIDEcx reports are designed to shorten the distance between insight and action. Dig into project trends and bottlenecks so you can proactively manage your customers’ onboarding experience.
GUIDEcx Demo - Mobile App
Easily update project or task status, respond to a customer note, and upload an attachment. Enable push notifications so you never miss an update!!
GUIDEcx Demo - Gantt View
High level visualization of your project timeline. Simplify project reviews and status reports, make in-line adjustments, and see how the pieces of your project fit together.
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GUIDEcx Reviews (456)

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Reviews

GUIDEcx Reviews (456)

View 1 Video Reviews
4.6
456 reviews

Pros & Cons

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Verified User in Computer Software
UC
Enterprise (> 1000 emp.)
"Light User of GCX"
What do you like best about GUIDEcx?

I am an integrations implementation consultant and what I found useful from GCX is that I can pop into any current project that I'm a part of to pick up and download files from the client. The portal is great to get clients involved before I have to reach out to them in advance. It allows them to interact with sending what I need way before so I can immediately start. Great product so far! Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

The UI can use a little work as sometimes it can look overwhelming with the many tasks on the timeline. It would be nice t update that so that users can manage their workflow faster with less clicks! Review collected by and hosted on G2.com.

AR
Project Manager
Small-Business (50 or fewer emp.)
"GuideCX slow"
What do you like best about GUIDEcx?

I love the Plan view, where I can have different view to check my project. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Sometimes GCX is too slow and takes a long time to resycn. Also it's so difficult to cut/paste content from the notes side. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Mid-Market (51-1000 emp.)
"Finally, the tool and advice I've longed for"
What do you like best about GUIDEcx?

Standardizing emails and workflows. Amazing sales and onboarding team that "show" an ideal new customer experience. Get you out of Excel. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Doesn't cover all of my edge use cases ;P Review collected by and hosted on G2.com.

DK
Small-Business (50 or fewer emp.)
"GuideCX has made our jobs way easier to stay organized with onboarding tasks."
What do you like best about GUIDEcx?

It's visually easy to keep track of the tasks you need to handle. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

Nothing, it's a great tool. It's a little annoying when it defaults to list view but it's easy to switch back to board view. Review collected by and hosted on G2.com.

Verified User in Transportation/Trucking/Railroad
CT
Small-Business (50 or fewer emp.)
"A Great Automated Tracker and Project Manager"
What do you like best about GUIDEcx?

Our team has used GuideCX for onboarding streamlining and assistance. It's been super useful to immediately push task reminders to customers and employees. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

I dislike that I'm unable to add videos into our automated emails and that there is limited capability to customize the emails to look more like our own companies branding rather than GuideCX. I think this can lead to confusion for our own clients on what company they are working with. Review collected by and hosted on G2.com.

Brad R.
BR
Implementation Engineer
Enterprise (> 1000 emp.)
"GCX if focused on what I do as an Implementation Engineer/Project Manager."
What do you like best about GUIDEcx?

Project templates and being able to include clients in the project while also keeping certain tasks and notes restricted to internal visibility.

I use GCX every day to manage 15+ integration projects at a time.

Custiner support has always been responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

The notes area could still be better. If I paste into a note, the formatting gets lost. Review collected by and hosted on G2.com.

Response from Elan Maynez of GUIDEcx

Thank you for sharing your experience with us, Brad! We love hearing that you're able to manage a large number of integration projects at one time!

As far as notes - which system do you keep notes in and then paste over?

PS You'll be excited to hear that some major work has just started on the notes side to improve that overall experience. I'll make sure that the team sees your feedback so we can incorporate it into the new experience!

JN
Implementation Specialist
Small-Business (50 or fewer emp.)
"Great way to stay organized and on-track"
What do you like best about GUIDEcx?

It's great having a project and not worrying about missing a task or falling off schedule, the project with built-in templates and dates really help keep me and my co-workers on track! Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

It's hard when the project stalls or gets put on hold and dates have to manually be pushed out on each task. It would be awesome if everything started from the 1st date and if the project gets put on hold it holds everything so no tasks send out prematurely. Review collected by and hosted on G2.com.

Response from Harris Clarke of GUIDEcx

Juliet, thank you for your review. It's great hearing that GUIDEcx is helping keep you and your co-workers on track. We're also glad you shared feedback regarding date adjustments for projects on hold. We have good news for you about this! Today, if you change a project status to "On Hold" all automated email communication to team members stops and any future/forecasted dates are automatically pushed out based on how long the project is on hold. This can be accomplished via task durations and dependencies. We will have our team reach out to you directly to provide you with a detailed walkthrough, so you can get the exact benefits you are asking for in your feedback.

Thanks again!

SD
Small-Business (50 or fewer emp.)
"Intuitive and helpful!"
What do you like best about GUIDEcx?

I absolutley love the ability to communicate all in one place with full visibility among our internal team and the client team. It's really allowed me to "step away from my inbox" and it allows my supervisor to quickly catch up on my projects.

I also really appreciate the ability to cutomize templates on the fly, and adjust things based on the individual client need. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

I would love to have an "al a carte" client view customization option - for example, show them compass view instead of the entire project view (I love that compass view puts all notes, checklists, etc. in one easy to read flow), but allow them to see the gannt chart to understand why their tasks are important and what is dependant upon their completion.

I would also love a pop out or larger typing space for Assignee Task Instructions and Participant Task Instructions and the ability to tag our internal team there. Or, alternatively, if we could just link that task assignment into Project Notes, that would likely be the best solution.

For context - our milestone calls are all on our template, after each milestone call we send a recap email and next steps/instructions. I have been using Project Notes for this, which works wonderfully since I can tag both our internal team and customer team, but then the customer will also receive a second email when their next task starts and it feels duplicative. I struggle to know what to put in those task notes aside from without repeating what was already in the Project Notes. I also don't want to send them searching between two different places/email to have all of the information they need. The ability to avoid the second email, but include all teams (our directors are to be copied on all client communication), would streamline things even further. Review collected by and hosted on G2.com.

Response from Danni Thaw of GUIDEcx

Hi Stacia — thank you for taking the time to share your feedback on GUIDEcx! We're delighted to hear about the features and benefits you love and appreciate and your valuable suggestions for improvement.

It's wonderful to know GUIDEcx has allowed you to streamline communication both internally and with your clients, providing full visibility in one central place. This reduces inbox clutter and empowers your supervisor to stay up-to-date on your projects effortlessly. That's our goal!

The customizable templates are a powerful and popular feature. We're thrilled that templates have been a valuable tool for adjusting to your individual client needs. Your description of how GUIDEcx helps with communication transparency, especially with a large team and various stakeholders, is exactly what we want to hear.

Thank you for requesting more client view customization options and improvements to task and participant task instructions! Your detailed explanation of your use case helps us better understand your needs. We'd love for you to share more with your CSM so we can better capture this feedback and ask any clarifying questions.

If you have more ideas or feedback in the future, please don't hesitate to reach out. We're committed to continuously improving GUIDEcx and making it an even more valuable tool for you and your team.

DS
Mid-Market (51-1000 emp.)
"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 organizations looking to improve their onboarding process. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

The biggest issue needing attention (and I think it's in the works) is being able to push template changes out to current projects. We work in an agile environment where we are making constant improvements to the process and template, but the process of replicating those changes (task instructions, new tasks, etc.) makes it tedious and time consuming if we want to incorporate those changes into active projects. Looking forward to seeing some improvement on this.

More control over the reports module (showing/hiding reports, renaming them, ordering them on the menu) would be much appreciated. Review collected by and hosted on G2.com.

Response from Danni Thaw of GUIDEcx

Hi David,

Thanks for sharing this review of GUIDEcx! We're thrilled to hear how our platform is helping you build more quality and consistency in your onboarding processes.

We understand that the initial setup can require a time investment, but we're happy to hear it's paying off for your organization. If you haven't already, check out our MasterClasses via Guide University for tips and tricks to make that process even easier. We're here to help make that transition smooth and seamless.

We appreciate your feedback regarding template changes for current projects, and we're looking into this area and several others on our roadmap! Your input helps us ensure we continue designing with agile experiences in mind.

Additionally, your request for more control over the reports module is noted, and we've passed this along to the product team!

It's also fantastic to see how GUIDEcx addresses your specific needs, such as capturing time spent on tasks, enhancing consistency, and improving quality. Project templates and plans are indeed powerful tools for achieving these goals based on the more than 250,000 projects run through GUIDEcx.

If you have any more ideas or feedback in the future, please don't hesitate to reach out to your CSM. We're here and happy to support your success and help you continue to optimize your onboarding processes.

Verified User in Accounting
UA
Mid-Market (51-1000 emp.)
"Efficiency, Ease, Secure, and Sara F. aka Customer Support"
What do you like best about GUIDEcx?

As a client who has used GuideCX daily over the past two years, I can proudly say that this software has been a game changer in my overall performance as a Project Manager. Not only due to the efficiency the software provides me but most importantly for the platform it allows my clients to communicate, and stay on task, throughout the life of a project.

The software provides a secure platform to message directly with your clients and co-workers with a simple @ mention, as well as a secure way to upload and download documentation. The ability to create templates for different types of products that might fall within the scope of a project and have the ability to create a checklist within a task is time management at its core.

More than anything the customer service I have received from GuideCX has been above and beyond. If it wasn't for Sara F. with customer support I would be a lost soul. She is always quick to respond to my support chat requests and If there is ever anything that requires additional follow-up she always gets back to me in a timely manner never leaving me without an answer. As a person with over 15 years of employee management, I can say that GuideCX you have one of the best employees in Sara! Treat her right she poses the pride of GuideCX.

The overall platform, customer service, and ease of the software are honestly revolutionary. Keep up the good work. I look forward to using GuideCX for years to come. Review collected by and hosted on G2.com.

What do you dislike about GUIDEcx?

There aren't many downfalls. More than anything, the items that come to mind are things that GuideCX has on the roadmap and Items I've discussed with your support staff. The Time Tracking feature can be a bit tedious simply because the filtering feature at this time doesn't allow the tasks to be in the order of the project plan and or template. Alphabetically, it doesn't help me personally as I must assign the time to each task according to the project plan layout. Currently, I have to search for a task by either writing out the name of the task in the "Find a Task" search bar or by flipping through page after page using the "Load More" clickable verbiage. This, in turn, requires me to flip back and forth between the project plan tab and the time tracking tab to collect the task name and to go back to the time tracking tab to search for it. Upon clicking the "submit entry" button when applying time to a task, the page refreshes, leaving the customer at square one as they have spent XYZ amount of time clicking through the pages to get to the task they were searching for alphabetically. So if there was another task that needed time applied around that task you just entered time in for alphabetically, you would have to go back and re-flip through each page using the load more clickable verbiage to get back to where you just were. Review collected by and hosted on G2.com.

Response from Danni Thaw of GUIDEcx

Hi,

Thank you so much for your incredibly thoughtful and glowing review!

We're delighted to hear about the positive impact GUIDEcx has had on your performance as a Project Manager. Efficiency, ease of use, and security are essential elements, and we're thrilled to provide them. It's wonderful to know that GUIDEcx has not only made your job easier but has also enhanced client communication and collaboration throughout your projects.

Your kind words about our customer support, especially Sara F., are lovely to hear!

We've taken note of all your feedback and have shared it with the product team. If any other thoughts or insights come up — please don't hesitate to reach out.

Pricing Options

Pricing provided by GUIDEcx.

Premium

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4 Licenses +

Advanced

Contact Us
4 Licenses +

Professional

Contact Us
4 Licenses +
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GUIDEcx Features
Creation & Assignment
Due Dates
Task Prioritization
Planning
Project Map
Views
Dashboards
Templates