The staff at GuideCX has been quite honestly the best thing about working with the product.

That there isn't a virtual hand that can come through the email and grab the customer for us.

I like the ease of use to manage my various projects and the transparency it allows for myself and my clients.

The direct integration with Salesforce to keep track of all new accounts coming in and the customizability for project templates are the best.

For ease of use, I can setup a new client with access in minutes, and they can jump right in and begin knocking out assigned tasks. Ongoing oversight of their progress is a breeze.

So we are just starting out and working on setting things up, but so far I have been greatly impressed with their on-boarding process.

GuideCX is one of the best software for projects management. It's very time saving and effective to improve your work quality in less time.

Our overall experience has been excellent, and the support from the CS team at GuideCX has been amazing.

Again so far so good - they are a great company to work with hopefully as we dive into more it they will live up to my expectations.

It was integrated with our Salesforce application I believe. It was easy to use, and we could have customers see it as well, to see where they should be and reminders to stay on task.

Our training was horrible, and the person and no clue how we were going to be using it at all.

The templates are really easy to build and easy for our clients to understand. I think the Global Task view is super helpful.

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.

Loss of reportability functionality and lack of being able to connect linked projects.

I have run into a few snags which all ended up being user error. The answer was there in front of me. I just needed the service team to point it out.

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.

Great Product, Excellent Customer Service, Unmatched Responsiveness from Dev.

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.

Great customer service and easy to implement - it's helping a lot with onboarding our customers already.

The best thing about Beynd is the people behind the platform. Always there ready to help and seeking ways to improve the platform for its users.

Check the Details Before Falling for the Sales Pitch.

Our overall experience with GuideCX has been awesome and has really helped our Onboarding process.

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.

Super excited to get rolling on using this with our customers. Start to finish the team has been great to work with.

I have just started using BEynd. The Software layout is clean and user friendly.

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.

Difficulty of setting up, requires lot of customer service intervention.

Building the plans and connecting preceding tasks is difficult. Also cumbersome when need to change multiple dates.

I like its ability to easily be used and the ability to customize it. I find the layout is very straightforward and you can get a quick snapshot of where projects stand.

It was implemented at work and I like it very much, it was easy to use. Support is great and very helpful online team.

And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly.

I really like the templates and reporting ability. Being able to auto assign tasks  out to individuals on the opportunity team based on roles gives each member a good indication of their to do list.

Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.

Taskfeed has been a great help to our team. It helps us keep projects on-schedule by clearly showing completed and outstanding tasks.

It helps us get a quick glimpse into a project's status – which phase it's in, whether it's on-schedule, and time until completion.

Great project management tool that integrates flawlessly with Salesforce.

Reduce email back-and-forth with this excellent, collaborative onboarding solution.

It holds stakeholders accountable to completing the tasks they're responsible for. It helps us keep projects on-schedule.

Their customizable templates allow us to quickly spin up excellent instances for various scenarios. The drag-and-drop functionality is really great & makes using Taskfeed simple.

US Dollar

GUIDEcx is a customer onboarding solution that simplifies complex implementation workflows. Unlike other project management tools, GUIDEcx is built to engage internal teams and customers or third parties.

With over 300,000 projects successfully completed, GUIDEcx helps teams shorten time to value, reduce churn, and increase team capacity through intelligent automation and customer engagement. 

Task automation, role-based project views, intelligently forecasted end dates, and engagement through the portal, email, or mobile app make it easy to guide users through onboarding projects. 

Plus, with the GUIDEcx Recipe Builder (native iPaaS solution), you can streamline your tech stack with custom-built integrations to any software solution. 

LongDescription

Milestone Tracking

Idea Management

Customizable Reports

Activity Tracking

Portfolio Management

Project Planning/Scheduling

Approval Process Control

Gantt/Timeline View

Resource Management

Calendar Management

Customizable Fields

Collaboration Tools

Risk Management

Self Service Portal

Configurable Workflow

Cost-to-Completion Tracking

Orientation Workflow Management

Training Management

Agile Methodologies

Issue Management

Role-Based Permissions

Client Portal

Workflow Management

Percent-Complete Tracking

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Traditional Methodologies

Reminders

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Real Time Reporting

Kanban Board

Customizable Branding

Budget Management

Prioritization

Client Management

Third-Party Integrations

Onboarding

Task Management

Document Management

Electronic Forms

Commenting/Notes

Forecasting

Surveys & Feedback

Time Tracking

Templates

Single Sign On

Client Database

Communication Management

Churn Management

Client Tracking

Data Import/Export

Mobile Access

Real Time Data

Performance Metrics

Chat/Messaging

Customer Engagement

Drag & Drop

Task Progress Tracking

Checklists

Engagement Tracking

Access Controls/Permissions

Sentiment Analysis

Customer Portal

Multi-Channel Communication

Email Management

Event Triggered Actions

Reporting/Analytics

Tagging

NPS Survey Structure

Real-Time Notifications

Predictive Analytics

Dashboard

Trend Analysis

Customer Database

NPS of Customers

Customer Experience Management

Account Management

Health Score

Real Time Analytics

Employee Onboarding

Progress Tracking

User Onboarding

Self-paced Learning

Status Tracking

Task Scheduling

Projections

Multiple Projects

Real Time Updates

Usage Tracking/Analytics

GUIDEcx license pricing starts at just $100/month. Choose from one of four plans based on your unique needs: Starter, Professional, Premium, and Advanced. 

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

11-50

51-200

201-500

501-1000

1000+

GUIDEcx

Live Online

Webinars

Documentation

Videos

Precursive OBX is a customer success and client onboarding platform. It features playbooks, collaboration, and analytics to help onboard customers quicker and more effectively. 

GUIDEcx vs Precursive OBX

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons