GUIDEcx
About GUIDEcx
GUIDEcx is a client onboarding and project management software designed to help businesses across automotive, finance, education, and other sectors streamline the customer experience and engagement operations. The application enables employees to interact with clients, manage tasks, and automate workflows via a unified portal.
It lets professionals send invitations to internal resources, customer experience (CX) teams, and third-party vendors to collaborate on projects. Features of GUIDEcx include automated reminders, an activity dashboard, custom templates, reporting, training management, and more.
GUIDEcx offers an API, which lets businesses integrate the system with several third-party platforms such as Slack, HubSpot, Salesforce, Jira, and more.
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Reviews
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- Industry: Human Resources
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent Project Management Tool
Reviewed on 2023/09/20
Excellent project management software that really keeps you on top of your tasks and timeline.
Excellent project management software that really keeps you on top of your tasks and timeline.
Pros
I love being able to set up a template for our tasks with dependencies that I can reuse on each project. The tags function helps me to easily assign tasks to the right person by simply filtering on those tags.
Cons
Software occasionally becomes buggy and you need to log out and restart.
Response from GUIDEcx
Thank you for your excellent review and highlighting the features you love about GUIDEcx!
We're pleased to hear that our template setup with task dependencies and tags functionality has been a valuable asset in streamlining your project management. Simplifying task assignments is crucial for efficient teamwork.
We apologize for any occasional software bugs you've encountered. Our team is committed to delivering a seamless experience and continuously working to improve stability. Your feedback helps us prioritize these efforts.
We're delighted that GUIDEcx has met your need for more robust project management software and has kept you on top of your tasks and timeline.
Thank you for choosing GUIDEcx as your project management tool. If you have more feedback or questions, please reach out. We're here to ensure your continued success.
- Industry: Logistics & Supply Chain
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Great project management for the stage our company was in
Reviewed on 2024/12/12
Pros
The project management and email notifications for customers is extremely useful.
Cons
There are times when the platform is slow and has outages.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Onboarding Software Application wins and losses
Reviewed on 2023/05/04
The team has been very engaged and helpful for onboarding
The team has been very engaged and helpful for onboarding
Pros
Client engagement in the projects and ease to update tasks and timeline
Cons
Loss of reportability functionality and lack of being able to connect linked projects
Response from GUIDEcx
Thank you for your review, and we appreciate your feedback regarding your experience with GUIDEcx.
We're thrilled you've found GUIDEcx effective in client engagement and task and timeline updates.
We understand your concerns about the loss of reportability functionality and the inability to connect linked projects. Your feedback is valuable, and we'll consider it as we work on enhancing our platform.
We're glad our team has been engaged and helpful during your onboarding process.
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.
- Industry: Computer Software
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Insight into onboarding
Reviewed on 2023/09/22
GuideCX has been an invaluable asset to our company in streamlining onboarding. When paired with...
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
RocketlaneReasons for Switching to 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.Response from GUIDEcx
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.
- Industry: Telecommunications
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Guide Review
Reviewed on 2023/09/22
involving our customers has made a great impact on delivery timeframes, expectation, and keeping...
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.
Response from GUIDEcx
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.
GUIDEcx FAQs
Below are some frequently asked questions for GUIDEcx.Q. What type of pricing plans does GUIDEcx offer?
GUIDEcx offers the following pricing plans:
- Starting from: US$100.00/year
- Pricing model: Subscription
- Free Trial: Available
GUIDEcx license pricing starts at just $100/month. Choose from one of four plans based on your unique needs: Starter, Professional, Premium, and Advanced.
Q. Who are the typical users of GUIDEcx?
GUIDEcx has the following typical customers:
11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does GUIDEcx support?
GUIDEcx supports the following languages:
English
Q. Does GUIDEcx support mobile devices?
GUIDEcx supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does GUIDEcx integrate with?
GUIDEcx integrates with the following applications:
Gainsight CS, HubSpot CRM, Jira, Salesforce.org Nonprofit Cloud, Slack, Zapier
Q. What level of support does GUIDEcx offer?
GUIDEcx offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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