# GUIDEcx Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is GUIDEcx the right Project Management solution for you? Explore 64 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/175189/BEynd-Project-Management/reviews --- GUIDEcx 4.7 (64) [View alternatives](https://www.capterra.com/p/175189/GuideCX/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 21st, 2026 # Reviews of GUIDEcx Ease of use 4.6 Customer Service 4.9 ## Pros and Cons in Reviews SD Stacia D Implementation SpecialistComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “GCX allows me to interact with internal and external teams with full visibility and transparency to communication, outstanding items, and project progress.“ September 19, 2023 TT Tammy T Reporting SpecialistFinancial Services, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “The Filters for my view are hard to manage, when an advisor is not finished onboarding but still working with me I want to keep them open on my view and the filters either seem to show too much or filter out too much.“ September 19, 2023 JJ Jeremy J Technical Account ManagerInformation Technology and Services, 201 - 500 employeesUsed the software for: 1-2 years. “The direct integration with Salesforce to keep track of all new accounts coming in and the customizability for project templates are the best.“ September 19, 2023 JJ Jeremy J Technical Account ManagerInformation Technology and Services, 201 - 500 employeesUsed the software for: 1-2 years. “User interface lag when updating tasks and opening modals could be snappier.“ September 19, 2023 DH Duke H Director, Project ManagementComputer Software, 51 - 200 employeesUsed the software for: More than 2 years. “We also like that we can have contributors within our company to have access to projects they are working on and can update their tasks at no cost for thier seat.“ September 19, 2023 AV Alyssa V Install Tech Team LeadComputer Software, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “The site is a little laggy from time to time, when updating tasks.“ September 22, 2023 JN Juliet N Due Diligence Implementation Real Estate, 51 - 200 employeesUsed the software for: 1-2 years. “The ability to integrate into Salesforce and connect projects, stay on track, and know where each new client is at in the process.“ October 2, 2023 SD Stacia D Implementation SpecialistComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “I do wish there was more control over notification emails.“ September 19, 2023 ## Showing most helpful reviews Showing 1-25 of 64 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Cameron M. Business Development Director Used the software for: Less than 6 months ### "Only one word needed, AMAZING!" July 17, 2018 5.0 The benefits I received from this product include: Structured onboarding process, stress free day, engagement from our clients, and the ability to become more efficient throughout the day! Pros Using Beyond for our company has made our day to day operations a million times easier. Our company onboards Dealerships and salespeople. Before using Beyond, we had an excel spreadsheet that we updated daily. This was not an effective method for our company. We wanted to find something new and innovative. A platform that was easy for not only our company to use, but also easy for our clients to use. There are a lot of companies out there that offer great platforms, however Beyond was the right fit for our company. It is new, fresh, and customizable to each user. I have shared a little about how great the system is but that is not the best part about it. The customer service you get from the Beyond team is hands down amazing! Anytime I have a question I just type it in the chat icon, on the bottom left corner, and I get a response very quickly. The attention to detail the Beyond team has is outstanding. There were a few tasks I had in one of my projects that didn't have attachments on them and Customer agent noticed this. Customer agent recognized that the milestones in all our projects were the same with some exceptions, and he brought this to my attention. The attachment that was missing was a crucial attachment our clients need when launching our platform. That is great customer service. I can go on and on about how great this company is. On behalf of our company, Build-A-Brand, I would like to thank Beyond for providing us with the tools we need to have an effective onboarding process. Cons There are no cons at all. This is a great product. I encourage everyone to check this out and use Beyond. It will change your life! Review Source Response from GUIDEcx July 27, 2018 Thanks for your kind words Cameron! SW Sam W. Client Success Manager Computer Software Used the software for: Less than 6 months ### "Easy Easy Easy" September 18, 2023 5.0 We've been able to solve our customers feeling like their onboarding is a black box. They're have access to see the project and share it with their leadership at any time. That goes both ways too, we're able to point to the client when they aren't fulfilling their end of the work. Pros Ever since we investigated, purchased and initiated GCX at our company we found the process to be quite easy! The interface is quite intuitive, the software is solid and rarely has bugs. The training and resources are plentiful. Cons There are some small features that don't make sense, like downloading multiple files from a task, you don't have the option to download in bulk or as a zip file. But I'm sure that is coming - they've thought of almost everything. Alternatives considered [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/) Reason for choosing GUIDEcx Dynamic date ranges were huge. For instance, when one task gets push back or is late by a day, all the contingent tasks are also pushed back - that way it is easier for those doing a task to catch up. Review Source Response from GUIDEcx October 2, 2023 Thank you for your review, and we're thrilled to hear that GUIDEcx has made onboarding easy for your company! We're delighted you find our interface intuitive and the software reliable with minimal bugs. Your feedback is greatly appreciated, and we're continuously working to enhance our platform. Regarding your comment about downloading multiple files from a task, we're always working to improve and add features, and your input helps us prioritize these enhancements. We're glad to hear that dynamic date ranges have been a significant benefit, allowing for better task management when one task is delayed. It's fantastic that GUIDEcx has improved customer visibility into the onboarding process and helped identify areas where clients may need to fulfill their obligations. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success. PZ Pete Z. CEO Computer Software Used the software for: Less than 6 months ### "Check the Details Before Falling for the Sales Pitch" June 24, 2022 1.0 There’s a bit of irony when you fail to onboard with onboarding software. After more than 4 months, we decided to cancel their service and have moved to another onboarding platform. It’s possible that my personal expectations were simply too high, so I will share specific details with you so that you can judge for yourselves. The latency we experienced was very noticeable. Clicking between cards was not seamless, and we found that it took almost 7 seconds to load content onto the primary page. Checklists on tasks look great until you want to rearrange sections. You can’t. Task groups were promised to us as a feature that would replace the need for subtasks. They couldn’t be rearranged. They couldn’t move up, down, left, or right as you might expect if you have used any other Kanban style tool. If your team tends to share their own screens with onboarding customers over Zoom, be prepared to show your customers your merge field logic. Personally, I wasn’t going to show my customers “Hi {First Name}.” The list continues. Pros Their sales team was incredible. They know what they're doing, and they're excellent at bringing in senior executives to help close the deal. Cons The software was very buggy and did not have basic functionality that we have grown accustomed to in many other systems. Reason for choosing GUIDEcx Guide CX had better sales and marketing. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) We were looking for a way to make our onboardings more seamless for our customers. Review Source ES Emma S. Senior Manager of Implementation and Program Operations Information Technology and Services Used the software for: 1-2 years ### "Scalable and customizable" October 4, 2023 5.0 In addition to the product, the onboarding and support teams at GuideCX have been great Pros GuideCX has been a great asset to our customer onboarding, allowing us to streamline our processes and creating more capacity for our team as we scale. We find the tool to be user-friendly both internally and with our clients, and we also really value the flexibility of our customers interacting solely via email while keeping central information housed within the platform. As an admin, the reporting and insights the tool provides are valuable to ensure we understand what is delayed or at risk and highlight opportunities to optimize our processes.As we have continued to evolve our processes for different onboarding experiences (product types, client types, launch tasks), being able to recreate and adapt templates easily within the tool has made this process seamless and keeps our team organized and on track with very little overhead needed. The GuideCX team is also awesome; their attentiveness, responsiveness, and enthusiasm made ramping up into the tool and beyond a great experience. Cons The one area we'd love to see improvement in is a better system for managing tasks beyond a launch/go-live. The tool is built to manage the onboarding process, but we have some post-onboarding follow ups that would be great to be able to manage within the tool as well - but the GuideCX product team is exploring solutions here. Alternatives considered [Rocketlane](https://www.capterra.com/p/232772/Rocketlane/) Reason for choosing GUIDEcx GuideCX was the most customizable for our needs with the best client interaction features. Review Source Response from GUIDEcx October 11, 2023 Thank you for your review. We're thrilled that GUDIEcx has streamlined your customer onboarding, making it user-friendly for your team and clients. Our reporting and insights have been valuable, and we appreciate your feedback. We're working on solutions for post-onboarding task management. We're pleased that our platform has helped you easily adapt to different onboarding experiences. Your kind words about our team's support are motivating. Thank you for choosing GUIDEcx, and please feel free to reach out with more insights or questions. JA Jared A. Implementation Manager Computer Software Used the software for: 2+ years ### "Game Changer" September 27, 2023 5.0 The product is robust and continues to improve, the staff are helpful and responsive Pros API, reporting/tracking progress, integrations with other systems. Cons Future planning from a resource standpoint is not quite there, but the staff are very open to new ideas and improving the product. Switched from [Kanban Board](https://www.capterra.com/p/265366/Virto-Kanban-Board/) lack of functionality, planning and integrations Review Source Response from GUIDEcx October 2, 2023 Thank you for taking the time to share your thoughts on GUIDEcx. We are thrilled to hear that you find our platform a game-changer for your needs, and we truly appreciate your valuable feedback. It's great to know that you are benefiting from GUIDEcx API capabilities, progress tracking, and seamless integrations with other systems. We are committed to providing a comprehensive solution that empowers our users to achieve their goals. We understand your concerns about future resource planning and appreciate your feedback. We continuously strive to enhance our product and expand our functionalities. Your feedback is invaluable in helping us shape the future of GUIDE. Please reach out to us with any specific suggestions or requirements. We are here to listen and evolve to serve you better. We are pleased to hear that you found our team helpful and responsive. Customer satisfaction is of utmost importance to us, and we are committed to providing you with the best support possible. SS Sage S. Director of Implementation Information Technology and Services Used the software for: 1-2 years ### "GuideCX Changed Our Company for the Better!" September 22, 2023 5.0 GCX is a fantastic company. From the product to the people - I gladly sing their praises daily. Our company has been able to create more efficient implementations, with the ability to communicate both internally and externally in ways we were unable to accomplish before. Pros While it does take time to set up the product for use within one's organization, the time and effort the GCX staff lent to our onboarding process was invaluable. We had a partner dedicated to our success and adoption of their product. Ongoing support, collaboration, and innovated product releases keep us happy!Before adopting this software we did not have a system in place that was going to help us scale. With GCX we have the ability to see exactly where we are on a project, as well as communicate with our customers about missing items essential to their onboarding with our own product. Features such as Project Notes keep us all updated daily. Cons I would love to see an exportable Gantt chart, additional work on the emails to make them more understandable and useful, and either a more intuitive (read: easier!) way to set up recipes in the Recipe Builder. Our team has been unable to use the Recipe Builder in all the ways we originally had hoped as we just can't figure out how it works. Reason for choosing GUIDEcx This product allowed our customers to interact with us via the platform in the most thoughtful, user friendly way. Additionally, the GCX staff all are committed to building solid relationships and are true partners in our success. Review Source Response from GUIDEcx October 2, 2023 Thank you for your outstanding review, and we're thrilled to hear how GUIDEcx has positively impacted your organization! We appreciate your feedback regarding the setup process, and we're delighted that our team's dedication to your onboarding process has been invaluable. Your success and adoption of our product are our top priorities, and we're pleased that our ongoing support, collaboration, and innovative product releases have contributed to your happiness. The ability to scale your operations and achieve clear project visibility is at the core of what GUIDEcx offers. It's fantastic to know that you can now communicate effectively with your customers and manage essential onboarding tasks seamlessly. Project Notes and other features are designed to keep everyone updated and informed. We understand your suggestions for improvement, including an exportable Gantt chart, email enhancements, and a more straightforward Recipe Builder setup. Your input is valuable as we continue refining our platform, and we'll consider these enhancements in future releases. We're genuinely grateful that GUIDEcx has allowed your customers to interact with you in a thoughtful and user-friendly way, and we're dedicated to building solid relationships with our clients. Your kind words about our company and team mean the world to us, and we're thrilled to be a part of your journey to more efficient implementations. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success. BK Brittney K. Senior Project Manager Financial Services Used the software for: 1-2 years ### "GuideCX review :) " September 22, 2023 5.0 GuideCX is awesome and benefitted our department in many ways. The highlight is that they have the best support team. Their responsiveness is timely and they always follow up once an issue arises and is solved. Pros Guide CX allows for transparency and realistic expectations for Project completion. Users who fully adapt this system in the way Orion has utilized it find great success in their Onboarding to Orion's Platform. The reason behind this is that it allows them to complete the items with little wait time or assistance after they learn the function behind the software. Cons There are some quirks to Guidecx, and some items that have not been developed yet. The software can lag sometimes, especially if there is a new release. The other item that they are working on developing is a customer view, this would allow me to have the ability to demo, via a client view, to the client. Review Source Response from GUIDEcx October 2, 2023 Thank you for your positive review and feedback on your experience with GUIDEcx! We're pleased to hear that our platform has contributed to transparency and realistic expectations for project completion, particularly in Orion's onboarding process. We appreciate your patience and understanding regarding the occasional quirks and lag in the software, especially after new releases. Our team is dedicated to continuous improvement and actively addresses these issues to provide a smoother experience. We're genuinely grateful for your kind words about our support team. Your satisfaction is our priority, and we're committed to delivering timely and practical assistance. Thank you for choosing GUIDEcx and for the privilege of supporting your department. Please feel free to reach out if you have more feedback or need assistance. We're here to ensure your success. RC Robert C. Implementation Specialist Computer Software Used the software for: 2+ years ### "GuideCx has an Excellent Client Portal and an easy way to Track Time as well as Manage Projects " September 22, 2023 5.0 Our overall experience with GuideCx has been excellent. We needed a project management system. The program has delivered. Pros What I like most about GuideCx are the milestones and tasks within each project. We have over a dozen types of implementation plans, so viewing the necessary tasks within each project helps with communication to the client and for ourselves, just getting done what needs to be done. Cons I do not have any cons or what I like least about GuideCx. I do however need to take advantage of their e-learning university so as to take advantage of more of their features. Review Source Response from GUIDEcx October 2, 2023 Thank you for sharing your fantastic experience with GUIDEcx! We're delighted to hear that our platform is helping you efficiently manage projects and enhance client communication. It's great that you find our milestones and tasks feature valuable for tracking and communication across your various implementation plans. We're here to ensure you can get the most out of GUIDEcx, so utilizing our e-learning university to explore more features is a great idea. We're thrilled that we have met your project management needs and look forward to continuing to support your success. If you have questions or need assistance with any aspect of our platform, please don't hesitate to reach out. Thank you for choosing GUIDEcx as your project management solution! JP Justin P. Manager - Implementation, Training, and Support Computer Software Used the software for: 2+ years ### "A Modern, Intuitive Solution for Managing Onboardings" September 19, 2023 5.0 GUIDEcx is a critical part of my job and I use it literally every hour of every day. There's no way I'd be able to manage all of our implementations/onboarding without this tool. Great Customer Service, too. Pros I like how GUIDEcx doesn't need much time to implement and learn. I like how it aligns with our product to provide a seamless experience for our Customers. I like how they are constantly innovating and providing new features. Cons Email WYSIWYG seems behind the times--so I do have to format my emails creatively. There are some hiccups with moving cards between milestones (which can usually be resolved with a refresh of the page). Review Source Response from GUIDEcx October 2, 2023 Thank you for your review, and we're thrilled to hear that GUIDEcx has been a critical and indispensable part of your job! We're delighted that you find GUIDEcx quick to implement and easy to learn, aligning seamlessly with your product and providing an excellent experience for your customers. Our commitment to innovation and feature updates is at the core of what we do, and we're pleased that you appreciate our constant improvements. We understand your feedback regarding the email WYSIWYG and the occasional hiccups with moving cards between milestones. Your input is valuable, and we'll continue to work on enhancing these aspects of our platform. Thank you for your kind words about our customer service team. We're here to provide the support you need; your success is our priority. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success. SD Stacia D. Implementation Specialist Computer Software Used the software for: 6-12 months ### "Love This Project Management Software!" September 19, 2023 5.0 Overall I love the functionality that GCX offers, different views, checklists, notes, etc. I don't know how I would do my job without it! Pros GCX allows me to interact with internal and external teams with full visibility and transparency to communication, outstanding items, and project progress. It adds accountability to each member of the internal and external teams via task assignments, as well. Cons I do wish there was more control over notification emails. Sometimes they can feel duplicative (e.g. you respond to the note and the client gets the note, and also gets the notification that a note was added). Review Source Response from GUIDEcx October 2, 2023 Thank you for your glowing review, and we're thrilled to hear that you love using GUIDEcx for your project management needs! We're delighted that our platform has provided you with the visibility, transparency, and accountability you need to interact effectively with internal and external teams. It's fantastic to know that GUIDEcx has become an essential tool in your workflow. We appreciate your feedback regarding notification emails, and we're continuously working to improve our notification system to provide a seamless and less duplicative experience. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success and are grateful for your support. GB Glenna B. Onboarding Specialist Information Technology and Services Used the software for: 6-12 months ### "Really great project mgmt" September 19, 2023 5.0 I use it daiily and love it to keep track of my clients. Pros Easy to navigate. Easy to use. I can see all my tasks clearly, even if I close something I am able to open it back up if needed. Cons is a little slow switching back and forth between sections Review Source Response from GUIDEcx October 2, 2023 Thank you for your review, and we're delighted to hear that you find GUIDEcx a great project management tool! We're pleased that you find our platform easy to navigate and use, providing clear visibility of all your tasks. It's fantastic to know that even if you close something, you can quickly reopen it when needed. We appreciate your feedback about the slight slowness when switching between sections. Our team is continuously working to optimize the user experience, and your input is valuable. Thank you for choosing GUIDEcx, and we're glad to hear that you use it daily to keep track of your clients. If you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success. MG Michelle G. Concierge Accounting Used the software for: 1-2 years ### "Client Onboarding" September 26, 2023 5.0 Pros GuideCX is a great tool that is client facing and gives our onboarding a step above other firms. Our clients can follow along with our process, interact and all this is captured back to our team in a standardized process Cons As GuideCX advances there are a lot of updates to keep up on and software integrations Review Source Response from GUIDEcx October 2, 2023 Thank you for your positive review of GUIDEcx and highlighting its benefits for client onboarding. We're thrilled that our platform elevates your onboarding process and provides a seamless client experience. We understand that keeping up with software updates and integrations can be a challenge. Our commitment to continuous improvement may result in frequent updates, but it's aimed at delivering the best possible experience for you and your clients. If you ever need assistance or have questions about updates, our support team is here to help. Thank you for choosing GUIDEcx to enhance your client onboarding. We appreciate your trust and look forward to serving you even better. AV Alyssa V. Install Tech Team Lead Computer Software Used the software for: 6-12 months ### "Guide CX Review" September 22, 2023 4.0 Pros A single place to manage the multiple projects our company oversees Cons The site is a little laggy from time to time, when updating tasks. Review Source Response from GUIDEcx October 2, 2023 Thank you for sharing your review of GUIDEcx. We're pleased that our platform serves as a central hub for managing your company's multiple projects. We apologize for any occasional lag you've experienced while updating tasks. Our team is actively working to enhance performance and provide a smoother experience. Your feedback is important to us, and we appreciate your trust in GUIDEcx for your project management needs. Please don't hesitate to reach out if you have more feedback or questions. We're here to support your success. Moxie G. Project Manager Automotive Used the software for: Less than 6 months ### "Beynd is the most customer-oriented Project Management tool I've seen, hands down!" July 10, 2018 5.0 Beynd is the most customer-oriented Project Management tool I've seen thus far, hands down! It not only exceeds my needs as a PM, but it also engages the customer with transparency in a way that is both internally robust, and externally impressive! This product has enabled me to more efficiently delegate tasks to both my team members and my clients in a way that better meets both our needs while also minimizing the scope of my projects, which is paramount! Keep up the great work, Beynd!!! Pros It not only exceeds my needs as a PM but it engages the customer with transparency, in a way that is both internally robust, and externally impressive! This product has enabled me to more efficiently delegate tasks to both my team members and the customer in a way that better meets both our needs while minimizing the scope of my projects, which is paramount! Cons There are few 'Cons', if any, compared to other PM products I've used in the past, but I would like to see more platform-friendly templates/functionality, which I understand is in the works! Review Source Response from GUIDEcx July 19, 2018 Thanks for your business! CB Chrissy B. VP of Program Management, Software Automotive Used the software for: Less than 6 months ### "Simple, Effective, Seamless and Time saving " May 17, 2018 5.0 Pros I love how the software makes us more productive. It seems any company I've worked for struggles with customer communication especially when multiple products/teams are involved in the installation and 3rd party vendors are a part of the process. Its simple but effective layout and the ability to upload attachments, get summaries and flag projects based on health is huge. The Beynd team is excellent to work with and truly listens to our feedback. I've had several asks deployed within just a few weeks of the initial suggestion which means they are incredibly flexible with what needs to be done in order to improve and continue to grow the business. You would be wise to consider this product if your company works with clients from an install/launch perspective. We believe it is not only saving us time and effort on an install, but leaving the client with a positive experience from the start. You don't get a second chance to make a first impression. This product helps us deliver a fantastic first impression. Cons The software is great, I haven't found a downside yet. Anything I've suggested is talked through and either put on a deployment schedule or we've found a better way by consulting with Beynd to do it that enhances the client experience. Review Source Response from GUIDEcx May 24, 2018 Thanks for your business Chrissy! VR Verified Reviewer Implementation Manager Automotive Used the software for: Less than 6 months ### "Gets the Job Done, but Nothing Special - YET" May 19, 2020 4.0 Overall, GudeCX helps to keep our projects organized and helps our customer's to see the project's progress, we really like this. We hope the system will become more efficient with filters in the future to save us time. Pros The layout of the projects and tasks is very nice, clean, and organized. Being able to invite a customer to complete tasks with you is an awesome feature. Cons Filters that you put in place do not stick. Our company is split in multiple teams, so projects are split up accordingly. I have to put re-add my filter to only see my projects every time I go to the project screen, which happens a lot when you have 10 projects. They need to make the filters stick until we remove them. Review Source BM Brittany M. VP of Client Services Hospital & Health Care Used the software for: Less than 6 months ### "Great Product, Excellent Customer Service, Unmatched Responsiveness from Dev. Team" August 27, 2019 5.0 Pros Beynd's flexibility meets our needs for custom projects across various entities and products. It's automation allows us to start the project and step back with confidence that each task will assign at the appropriate time. It is intuitive. Set up was a breeze and our internal employees and customers are able to jump right in and use it. The customer service is second to none. Anytime we have a product enhancement request, the team sees that our feedback is assessed for the roadmap and has developed several of our feature requests in the first few months of our contract. Great company, great partner! Cons After using the software, there is nothing that I dislike. Review Source DD Daniel D. Installation Project Manager Computer Software Used the software for: Less than 6 months ### "Great Product, Great Company" August 3, 2018 5.0 Pros Product is easy to use and helps in communication, both internally and with our customers. The Beynd is great to work with and always looking for input on product enhancements. Support is fast and efficient. If they don't hav ethe answer (which is rare) they keep me updated until they do. Cons Not much. Product is very young and had relatively few features at the beginning. New features are being added all the time and it now, only a few months after implementation, meets most of our needs very well. Their development pipeline includes many features, big and small, that we have asked for. New feature releases are quick and very well communicated. Review Source Response from GUIDEcx August 6, 2018 Thanks for your business and Feedback Dan! GK Greg K. Sales & Training Manager Automotive Used the software for: Less than 6 months ### "BEynd Review" September 17, 2018 5.0 BEynd synergizes all parties when it comes to client on-boarding. This has saved our team countless hours in the short time we have had the tool. Pros This software makes client on-boarding a breeze. It makes standardizing a repeatable process easy to provide the most engaged customer on-boarding experience. Easy to use and organize everything within a common place. The support after the sale has been great. They even take your use cases into account when deciding what features to add. Cons None. They have resolved any concerns our team has had. Review Source Response from GUIDEcx September 19, 2018 Thanks for your business and continued feedback greg! TH Timothy H. Project Manager Information Technology and Services Used the software for: Less than 6 months ### "Fantastic advancement for the world of project management" August 3, 2018 5.0 Pros I particularly like that this software changes the paradigm of stakeholders having to login to sites and read things in detail, which rarely happens. By bringing information to the surface and providing an easy option to communicate via email I think it brings the best of both worlds. Cons It still needs a few minor things to be a full-fledged project management solution, but it's better than the other tools out there. Review Source Response from GUIDEcx August 6, 2018 Thanks for your Business Tim! MK Michele K. Compliance Coordiator Computer Software Used the software for: Less than 6 months ### "Excellent Product" September 19, 2018 5.0 So far it has been very responsive to our needs as a company and continues to work toward solving ongoing management needs. Pros Very user friendly software. The BEynd staff understand the needs of project management and are working to address those needs with cutting edge software without overcomplicating it. Cons So far, I haven't found anything that I haven't liked about this software. Review Source Response from GUIDEcx September 28, 2018 Thanks Michele! GD Gerrit D. Solutions Engineer Logistics and Supply Chain Used the software for: 1-2 years ### "Great project management for the stage our company was in" December 12, 2024 4.0 Pros The project management and email notifications for customers is extremely useful. Cons There are times when the platform is slow and has outages. Switched from [Basecamp](https://www.capterra.com/p/56808/Basecamp/) The customer experiences, templates, and customer notifications are much cleaner and easy to use. Review Source VR Verified Reviewer Sr. Manager, Websites Computer Software Used the software for: 1-2 years ### "Insight into onboarding" September 22, 2023 4.0 GuideCX has been an invaluable asset to our company in streamlining onboarding. When paired with Salesforce, the visibility into our onboarding process is unmatched. Pros Guide has allowed us to have a clear path for onboarding all of our customers and provides visibility and accountability for all parties involved, including the customer. We have been able to significantly reduce time to value while improving customer experience through implementing Guide. Cons We have had some difficulties in early iterations of integrations with Salesforce & various automations, but since releasing the Recipe Builder integrations through Workato, we have been able to accomplish our needs. Alternatives considered [Rocketlane](https://www.capterra.com/p/232772/Rocketlane/) Reason for choosing GUIDEcx We had complex integrations we were looking to implement and a sizeable onboarding volume, and Rocketlane was a little too young of a company for us to be confident in their ability to support our volume. Review Source Response from GUIDEcx October 2, 2023 Thank you for your insightful review and for sharing how GUIDEcx has significantly impacted your customer onboarding process. We're thrilled that our platform has provided clear paths, visibility, and accountability, ultimately improving customer experience and reducing time to value. We appreciate your feedback regarding early integration challenges, and we're delighted that our Recipe Builder integrations through Workato have helped you achieve your needs. We're continuously working to enhance our integrations and automation capabilities to provide a seamless experience. It's lovely that GUIDEcx has been an invaluable asset for streamlining your onboarding, especially when integrated with Salesforce. Your success is our priority, and we're here to support your continued growth and improvement. Thank you for choosing us as your partner in enhancing your onboarding process. Please don't hesitate to reach out if you have more feedback or questions. We're here to ensure your success. CM Courtney M. Customer Success Manager Information Technology and Services Used the software for: 6-12 months ### "Great onboarding tool, even for projects that are highly custom" August 14, 2023 5.0 Pros \- Project Manager can control when people get invited to the project- Reporting tools assist with resource planning- Great onboarding experience for new customers of GUIDEcx- They allow customers to submit feature requests and vote on proposed features Cons I cannot think of anything at this time. Alternatives considered [Rocketlane](https://www.capterra.com/p/232772/Rocketlane/) Reason for choosing GUIDEcx Felt that it fit out business needs more, and had more security features. Review Source Response from GUIDEcx October 2, 2023 Thank you for your review, and we're delighted to hear that GUIDEcx has been a great onboarding tool for your highly custom projects! We're pleased that you find our platform valuable in allowing project managers to control invitations, assist with resource planning through reporting tools, and provide an excellent onboarding experience for new customers. It's wonderful that you appreciate our customer-centric approach, including the ability to submit feature requests and vote on proposed features. We're glad you couldn't think of any cons at this time. If you ever have more feedback or questions in the future, please don't hesitate to reach out. We're here to ensure your continued success. Thank you for choosing GUIDEcx, and we look forward to serving your business needs. DM Dan M. Sr. Dir of Advanced Services Telecommunications Used the software for: 6-12 months ### "Guide Review" September 22, 2023 4.0 involving our customers has made a great impact on delivery timeframes, expectation, and keeping our clients up to date. Templates, milestones and tasks have refined our processes and tighten up timelines for specific products. Pros adding customers to the team for visibility and interaction Cons restrictions on the admin side to save report filters, adjust dashboards, etc. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) company objective to disrupt the industry with Customer visibility and interaction with your Onboarding project! Review Source Response from GUIDEcx October 2, 2023 Thank you for your review and for sharing your experience with GUIDEcx. We're delighted to hear that our platform has positively impacted your customer visibility and interaction and streamlined your processes. We understand your feedback regarding admin restrictions and continuously work to enhance the flexibility and customization options available to our users. Your input is valuable in shaping the future of GUIDEcx. It's fantastic to hear that involving your customers has positively impacted delivery timeframes and client satisfaction. Our templates, milestones, and tasks are designed to optimize processes and improve efficiency, and we're pleased to see them achieve those goals for your specific products. We appreciate your choice to disrupt the industry with a focus on customer visibility and interaction through GUIDEcx. Please feel free to reach out if you have more feedback or need assistance. We're here to support your success. Similar Products Featured