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GUIDEcx logo

GUIDEcx

GUIDEcx Overview:

What is GUIDEcx?

GUIDEcx is a customer onboarding platform designed to shorten time to initial value, reduce customer churn, and increase team capacity by automating engagement with internal and external teams during implementation projects.

Persona-based project views, intelligently forecasted end dates, robust integrations, task automation, and engagement through the portal, email, or mobile app keep your customers at the center of every project.

Who Uses GUIDEcx?

Any company looking to improve onboarding efficiency, reduce time to initial value and engage customers during onboarding.

Where can GUIDEcx be deployed?

Cloud-based
On-premise
GUIDEcx Software - Automatically create new onboarding projects when you close a new deal. Activate the right onboarding template based on product or service purchased, and view status, progress, and project details at a glance.
GUIDEcx Software - Dive into the details of a project in List, Board, or Gantt View.  Create new tasks, milestones, and dependencies, add attachments or notes, and track progress to mitigate bottlenecks.
GUIDEcx Software - With dynamically forecasted end dates, you can see project dates start to slip in real-time and take action to accelerate project completion.
GUIDEcx Software - Easily invite internal and external team members to a project. GUIDEcx is priced for engagement: task owners and contributors are free users, meaning you can invite all relevant parties to the project at no additional cost (customer users, sales, success,
GUIDEcx Software - The GUIDEcx customer portal reduces the noise of traditional product management software and boosts engagement by 2x. Through a secure magic link, customers can clearly see upcoming tasks and deadlines in their personalized dashboard.
View 6 more

Overall rating

See all reviews
Based on 64 reviews
4.7 Show more details
Write a Review!

Reviews sentiment

Positive
95%
Neutral
3%
Negative
2%

Starting Price

US$100.00
Per User, Per Month

Free trial

About the vendor

  • GUIDEcx
  • Founded in 2017

GUIDEcx support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available Show more details

Australia, India, Israel, United States

Languages Show more details

English

Features of GUIDEcx

  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Budget Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Customer Engagement
  • Customer Experience Management
  • Customer Portal
  • Customisable Templates
  • Dashboard
  • Document Management
  • Email Management
  • Engagement Tracking
  • File Sharing
  • Gantt/Timeline View
  • Health Score
  • Issue Management
  • Milestone Tracking
  • Multi-Channel Communication
  • NPS Survey Structure
  • NPS of Customers
  • Onboarding
  • Performance Metrics
  • Portfolio Management
  • Project Planning/Scheduling
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Self Service Portal
  • Surveys & Feedback
  • Task Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Usage Tracking/Analytics
  • User Onboarding
  • Workflow Management

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Capterra verified reviews for GUIDEcx

Gerrit
Solutions Engineer in US
Logistics & Supply Chain, 51–200 Employees
Used the Software for: 1+ year

"Great project management for the stage our company was in"

12 December 2024
4.0 Show more details
Pros:
The project management and email notifications for customers is extremely useful.
Cons:
There are times when the platform is slow and has outages.
Reviewer Source Show more details
Cameron
Business Development Director in US
Verified LinkedIn User
Used the Software for: 1-5 months

"Only one word needed, AMAZING!"

17 July 2018
5.0 Show more details
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!
Reviewer Source Show more details

GUIDEcx Response

27 July 2018

Thanks for your kind words Cameron!

Sam
Client Success Manager in US
Computer Software, 11–50 Employees
Used the Software for: 1-5 months

"Easy Easy Easy"

18 September 2023
5.0 Show more details
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.
Reviewer Source Show more details

GUIDEcx Response

2 October 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.

Pete
CEO in US
Computer Software, 11–50 Employees
Used the Software for: 1-5 months

"Check the Details Before Falling for the Sales Pitch"

24 June 2022
1.0 Show more details
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.
Reviewer Source Show more details
Emma
Senior Manager of Implementation and Program Operations in US
Information Technology & Services, 51–200 Employees
Used the Software for: 1+ year

"Scalable and customizable"

4 October 2023
5.0 Show more details
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.
Reviewer Source Show more details

GUIDEcx Response

11 October 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.

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