--- title: "GUIDEcx Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about GUIDEcx Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/175189/GuideCX/" page_type: "product" language: "en" --- # GUIDEcx Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 31, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) GUIDEcx ## What is GUIDEcx? GUIDEcx is a project management and customer onboarding platform designed to increase team capacity, boost engagement, and shorten time to value. Task automation, role-based project views, access to the portal, email, or mobile app updates, and intelligently forecasted end dates make it easier to stay aligned across teams, address bottlenecks, and keep projects in motion. ## What is GUIDEcx used for? [Project Management](https://www.capterra.com/project-management-software/)[Client Onboarding](https://www.capterra.com/client-onboarding-software/)[Onboarding](https://www.capterra.com/onboarding-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 64 user reviews Reviews sentiment Positive 95% Neutral 3% Negative 2% Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Customer Success / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for GUIDEcx?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.guidecx.com/&name=GUIDEcx) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### GUIDEcx 4.7 (64) VS. [4.6 (6,083)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (64) Ease Of Use 4.5 (9,257) Value For Money 4.7 (50) Value For Money 4.3 (6,929) Customer Service 4.9 (59) Customer Service 4.4 (6,223) ## GUIDEcx alternatives [4.4 (3,033)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (3,533)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.5 (869)](https://www.capterra.com/p/169455/Zoho-Projects/reviews/) Starting price $4.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/175189/GuideCX/alternatives/) ## FAQs about GUIDEcx Overview ### What problems does GUIDEcx solve? GUIDEcx solves scattered onboarding ownership, poor customer engagement, and limited visibility into implementation progress by centralizing tasks, milestones, reminders, and communication in one place. Customer success teams, onboarding specialists, project managers, and implementation teams use it to reduce manual follow-ups, spot bottlenecks, and keep clients accountable and informed. Answer based on 62 reviews Overview ### Which roles and teams benefit most from GUIDEcx? GUIDEcx is most used by implementation teams, project managers, and onboarding specialists who need to coordinate client launches, track milestones, and keep stakeholders aligned. Customer success leaders use it to manage handoffs and visibility, while executives and operations leaders rely on reporting to monitor delivery progress, standardize workflows, and improve accountability. Answer based on 64 reviews Overview ### What company size and industries is GUIDEcx built for? GUIDEcx is built primarily for small businesses, which make up 66% of reviewers, especially in computer software at 31%. It also serves midsize businesses at 23% and enterprises at 11%, with additional adoption in information technology and services at 16% and automotive at 13% for customer onboarding. Answer based on 64 reviews Features and Usability ### What are the key features of GUIDEcx? GUIDEcx includes core project management features like task management, milestone tracking, Gantt/timeline view, and reusable templates. Its differentiators center on customer onboarding, with a client portal, email-based project updates, real-time progress tracking, and alerts/notifications. Integrations through API and Salesforce support connected onboarding workflows. Answer based on 42 reviews Integrations ### Which third-party tools and platforms does GUIDEcx integrate with? GUIDEcx integrates with Slack for team notifications, HubSpot CRM and Salesforce Sales Cloud for customer data, plus Salesforce Platform. Its official integrations also include Jira, Gainsight CS, Salesforce.org Nonprofit Cloud, and Zapier. These connections cover communication, CRM, project tracking, customer success, and app-to-app automation. Answer based on 18 reviews Getting Started and Support ### What training and onboarding options does GUIDEcx offer? GUIDEcx provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for reviewing features and setup steps at any time. Answer based on 1 reviews Getting Started and Support ### What customer support options does GUIDEcx offer, and how do users rate the experience? GUIDEcx offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Users generally describe support as fast, helpful, and attentive, with quick follow-up and openness to feedback. Some reviews mention weaker training, occasional lag during updates, and minor usability issues that required assistance. Answer based on 42 reviews Features and Usability ### Is GUIDEcx easy to use for client onboarding? GUIDEcx makes client onboarding easy for most teams with a clean layout, simple navigation, and reusable templates. Implementation, project management, and customer onboarding teams like the shared task views, reminders, and attachments, though some users find the mobile admin experience limited and advanced setup areas less intuitive. Answer based on 17 reviews User expectations ### Does GUIDEcx meet onboarding team expectations? GUIDEcx meets onboarding expectations for many teams through clear project visibility, template-based workflows, and responsive support. Customer success, implementation, and consulting teams often find it easy to learn and useful for managing client expectations, though some users report lag, limited task editing flexibility, and gaps in customer-facing views. Answer based on 18 reviews ## Features AI summary Based on 28,833 Project Management reviews Capterra data shows that buyers of Project Management software rank the following features as their top priorities: - **Task Management** (**52%** of reviewers rated this feature as critical) - **Project Planning/Scheduling** (**49%**) - **Multiple Projects** (**51%**) GUIDEcx supports all three of the features reviewers value most: **Task Management**, **Project Planning/Scheduling**, and **Multiple Projects**. Together, these capabilities help teams organize work, map out timelines, and manage several initiatives at once, allowing businesses to keep projects on track and improve day-to-day coordination. Project Planning/Scheduling 4.6 (24) 100.00% of 24 reviewers that rated this feature as important or highly important Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Multiple Projects 4.8 (20) 110.00% of 20 reviewers that rated this feature as important or highly important Ability to handle several projects simultaneously Collaboration Tools 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Reporting/Project Tracking 4.3 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Workflow Management 4.6 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Task Management 4.6 (31) 93.55% of 31 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression GUIDEcx 88 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - Email Management: Manage, store and organize emails within the system or via third-party apps - Employee Onboarding: Process of familiarizing new employees with the company, their position, and responsibilities - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Health Score: Calculate a company, client account or person's health via a scoring system - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multiple Projects: Ability to handle several projects simultaneously - NPS of Customers: Calculate NPS of customers - NPS Survey Structure: Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Orientation Workflow Management: Create orientation programs for new employees or students - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Self-paced Learning: Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Single Sign On: Allow users to access multiple services after entering their login credentials once - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - Training Management: Track employee/learner's progression through training programs - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - User Onboarding: Guide new users to understand and become proficient in using a product or service - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (64) 4.5 Based on 64 reviews ## Pricing Value for money 4.7 (50) Starter Contact us for pricing It includes: - Customer Onboarding Portal - Whitelabel Branding of Logo & Email - Login-less Access via Secure Links - Report Navigator - Task & Email Automation - Mobile Responsive Design - Global Inbox for Threaded Messages - Intelligent End Date Forecasting - Access to Knowledge Base - Partner Management - Multiple Project Views (Gantt, List, Board) Premium Contact us for pricing It includes: - RAG Agentic Coach (Risk Mitigation AI) - Built-in iPaaS Solution \*includes Workato subscription + 250k automation tasks - Single Sign-on - Custom Email Templates - SMS Text Message Notifications - Customer Satisfaction Surveys - Named Customer Success Manager Advanced Contact us for pricing It includes: - GUIDEcx Report Builder - Embedded Onboarding Portal - Program Management - Sandbox - Includes additional 250k automation tasks - PSA - AI Dispatching - Resource Management - Planning & Optimization - Utilization Tracking - Flexible Billing Options - Margins & Profitability - Advanced Time Tracking Value for money 4.7 (50) 4.7 Based on 50 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Gainsight CS](https://www.capterra.com/p/148980/Gainsight/)[ Salesforce.org Nonprofit Cloud](https://www.capterra.com/p/265078/Salesforceorg-Nonprofit-Cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (59) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (59) 4.9 Based on 59 reviews ## User reviews Overall rating 4.7 Based on 64 reviews Filter by rating 5(48) 4(13) 3(2) 2(0) 1(1) Mentioned topic Sorted by most recent GD Gerrit D. Solutions Engineer Logistics and Supply Chain ### "Great project management for the stage our company was in" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 December 12, 2024 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ES Emma S. Senior Manager of Implementation and Program Operations Information Technology and Services ### "Scalable and customizable" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 4, 2023 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/) Reasons for choosing GUIDEcx GuideCX was the most customizable for our needs with the best client interaction features. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor 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. JN Juliet N. Due Diligence Implementation Real Estate ### "Two thumbs up! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 2, 2023 Pros The ability to integrate into Salesforce and connect projects, stay on track, and know where each new client is at in the process. The help desk is outstanding, and the resources, and classes are all so beneficial to find what is needed and keep moving forward with learning and making our process better. Cons None at this time, we have worked through and revised our process since first starting with GCX and it's improved tremendously. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 3, 2023 We're thrilled with your positive review! Your praise for GUIDEcx is greatly appreciated. It's fantastic to know you find our Salesforce integration helpful and that it keeps your projects on track. Our outstanding help desk and learning resources have clearly made a positive impact on your experience. The fact that you've worked through your processes with GUIDEcx and seen tremendous improvement is fantastic. We're committed to supporting your ongoing success. If you ever need assistance or have suggestions, please reach out. Thank you for your trust in GUIDEcx! JA Jared A. Implementation Manager Computer Software ### "Game Changer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 27, 2023 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor 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. RC Rhonda C. Conversion Specialist Computer Software ### "Great platform for organizing all aspects of a project." 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 September 26, 2023 Pros For any given project, you can easily see an overview of all aspects of the project, or you can drill down further depending on your needs. I use the task and project listings daily, plus the reporting options to make sure my time spent on each tasks is accounting for my entire workday. Cons I would like to see more ways to customize certain lists, like the tasks and projects, based on the user. I use the task list daily, but would like to see a column and filter option to show the last date/time the task was updated instead of just the due date for the whole project. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 2, 2023 Thank you for your positive feedback on GUIDEcx's project organization capabilities. We're delighted to hear that our platform is helping you effectively manage your projects and tasks. Your suggestion regarding customizing lists is greatly appreciated. We're continually working on enhancing our platform, and your input is valuable in shaping our future developments. We'll consider adding the feature to show the last update date/time for tasks in addition to the due date. Your satisfaction is important to us, and we're here to assist you in any way we can. Please don't hesitate to reach out if you have further suggestions or any questions. Thank you for choosing GUIDEcx for your needs. MG Michelle G. Concierge Accounting ### "Client Onboarding" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 26, 2023 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor 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. SP Shawn P J. Implementation Specialist Accounting ### "Great Product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 25, 2023 Pros Product is easy and essential for my project management duties. Cons no cons at this time. The product is fantastic! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 2, 2023 Thank you for your excellent review! We're thrilled that GUIDEcx is making your project management duties more manageable and efficient. It's fantastic to know that you have no cons to report. We're dedicated to providing a seamless experience, and your satisfaction is our priority. If you have questions or need assistance, please don't hesitate to reach out. We're here to support your success with GuideCX. Thank you for choosing our product! LZ Lujan Z. Director of Customer Success Computer Software ### "I recommend GuideCx to everyone! My husband's company uses it too! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 25, 2023 We use GuideCX for our client onboarding processes. It helps us stay on track and sends reminders to our clients and internal users for tasks that need to be completed. It has options to include checklists, links and attachments to keep everything in one place. Pros The software is easy to use, super customizable, and works exactly as needed! Their customer service is also a huge plus, they are always available and helpful. I love working with everyone at the GuideCX team. Their software is also always improving and they are always adding new and exciting features. I honestly am so glad I found them! I use GuideCX daily and can't say enough great things about them! Cons some of the integrations don't do as much as I would like, I wish there was more integrations available with Hubspot. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) I needed a more sophisticated project management tool, that would also allow our clients to have a dashboard view and insights into project statues Alternatives considered [Rocketlane](https://www.capterra.com/p/232772/Rocketlane/) [Trello](https://www.capterra.com/p/211559/Trello/) Reasons for choosing GUIDEcx GuideCX had everything we were looking for, and fantastic customer service. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 2, 2023 Thank you so much for your glowing review and recommendation! We're thrilled to hear that you're enjoying your experience with GUIDEcx and that it's meeting your project management needs. We truly appreciate your kind words about our software's ease of use, customization, and responsive customer service team. Your feedback on our continuous improvement efforts is also greatly appreciated. We are committed to enhancing our platform with new and exciting features to serve you better. Regarding integrations, we understand your desire for more options, including HubSpot. We continuously evaluate and expand our integration offerings to provide you with a comprehensive solution, and your input helps guide our priorities. It's fantastic to hear that GUIDEcx is central to your daily workflow and client onboarding processes. We're dedicated to helping you succeed and streamline your project management tasks. Thank you for choosing GUIDEcx and for the privilege of working with you and your husband's company. Please don't hesitate to reach out if you have more feedback or questions. We're here to support your success! RC Robert C. Implementation Specialist Computer Software ### "GuideCx has an Excellent Client Portal and an easy way to Track Time as well as Manage Projects " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 22, 2023 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor 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! BK Brittney K. Senior Project Manager Financial Services ### "GuideCX review :) " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 22, 2023 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor 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. [View all Reviews](https://www.capterra.com/p/175189/GuideCX/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Clockify vs GUIDEcx](https://www.capterra.com/compare/169607-175189/Clockify-vs-GuideCX)