GUIDEcx vs Efficy CRM: Which is a better fit?

Sam W.: My name is Sam. I am a client success manager. My company does a software-as-a-service in the industrial sector, and I give GUIDEcx a five out of five. So we were looking at Teamwork, and I think that was the only software at the time that we were looking at. We didn't have any other processes or softwares in place, so we were starting from scratch and we didn't find all of the features that we were looking for there. We ended up choosing GUIDEcx specifically due to the dynamic date range feature. That was really important to us, as our projects tend to ebb and flow quite a bit, and we wanted that flexibility of still having a task with a certain amount of time on it, but as that date range changes, the end date of the project and the specific timing of those tasks would be dynamic. Getting started with GUIDEcx was probably, of the many softwares I've used, particularly point solution softwares, probably one of the easiest I've ever jumped into. It was immediately apparent how the software worked and what needed to be done from it. Just from the demo that we had received from our sales rep, we were able to get in, build out milestones really quick, look at the tasks without any issues, build out templates. A lot of it was very self-explanatory, and we were really impressed. We did have an implementation manager reach out to us and walk us through some of the processes, but honestly, the software was so naturally intuitive that we stopped meeting with their implementation manager because we didn't feel like he was providing very much value, particularly in the context of our company, because the software was just incredibly intuitive. My recommendation for anyone looking to use GUIDEcx for their business, things to look out for and consider particularly, is the reporting metrics that they can pull out from the projects. They're very robust and there's a lot of different ways that they're able to slice and dice that data. The task management where you can add multiple parties, where you can have your customer see the tasks in the project overall with just a few clicks, how they can be added to it, how you can assign tasks to them, how you can have dependencies on those tasks, how you can sign dollar values to milestones, tasks and projects. And other things that I would say you should consider as you're looking at this software is just how solid it is. There's very few bugs that we've come across compared to other softwares that we've used. It's always up. I've never come across a downtime event with GUIDEcx. And their support staff particularly, too, is something to take into consideration. I've never not gotten an answer within five minutes from one of their support staff, and then had someone follow up time and time again. After I've said, "Hey, I'm good." They'll go and dig into an issue deeper than normal. So I'd say the quality of their support is also a five out of five. So that's something to consider and look at, but I mean, obviously I believe that it's one of the best that I've come across, and that's not just for onboarding softwares, but across almost any software that I've had to encounter. And that's coming from a software guy.