GUIDEcx 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
Pricing
Starting at $100.00 per year
About GUIDEcx
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.
GUIDEcx Screenshots

GUIDEcx Pricing and Plans
Starter
$100.00
Plan includes:
- Persona Based Project Experiences
- White Label Customer Portal
- Mobile App
- Customer Login via Magic Links
- Intelligent Forecasted End Date
- Gantt, List, and Board Views
- Actionable Emails
- At-Risk Task Workflow
- Custom Fields
- Custom Merge Tags

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GUIDEcx Features
- Popular features found in Project ManagementBilling & InvoicingBudget ManagementDocument ManagementFile SharingGantt/Timeline ViewIssue ManagementKanban BoardMilestone TrackingMultiple ProjectsPrioritizationResource ManagementTime & Expense Tracking
- More features of GUIDEcxAccess Controls/PermissionsAccount ManagementActivity DashboardActivity TrackingAgile MethodologiesAlerts/NotificationsAPIApproval Process ControlCalendar ManagementChat/MessagingChecklistsChurn ManagementClient DatabaseClient ManagementClient PortalClient TrackingCollaboration ToolsCommenting/NotesCommunication ManagementConfigurable WorkflowCustomer DatabaseCustomer EngagementCustomer Experience ManagementCustomer PortalCustomizable BrandingCustomizable FieldsCustomizable ReportsCustomizable TemplatesDashboardData Import/ExportDrag & DropElectronic FormsEmail ManagementEmployee OnboardingEngagement TrackingEvent Triggered ActionsForecastingHealth ScoreIdea ManagementMobile AccessMobile AppMulti-Channel CommunicationNPS of CustomersNPS Survey StructureOnboardingOrientation Workflow ManagementPerformance MetricsPortfolio ManagementPredictive AnalyticsProgress TrackingProject Planning/SchedulingReal-Time AnalyticsReal-Time DataReal-Time NotificationsReal-Time ReportingRemindersReporting/AnalyticsReporting/Project TrackingReporting & StatisticsRisk ManagementRole-Based PermissionsSelf-paced LearningSelf Service PortalSentiment AnalysisSingle Sign OnSurveys & FeedbackTaggingTask ManagementTask Progress TrackingTemplatesThird-Party IntegrationsTime TrackingTraditional MethodologiesTraining ManagementTrend AnalysisUsage Tracking/AnalyticsUser OnboardingWorkflow Management
GUIDEcx Integrations
GUIDEcx User Reviews
Overall Rating
4.7
Ratings Breakdown
5
75%
4
20%
3
3%
2
0%
1
2%
Secondary Ratings
Ease of Use
4.6
Value for money
4.7
Customer support
4.9
Functionality
4.5
Have you used GUIDEcx and would like to share your experience with others?

Victoria G.
Verified reviewer
Human Resources
11-50 employees
Used daily for less than 12 months
Reviewed September 2023
Excellent Project Management Tool
5
Excellent project management software that really keeps you on top of your tasks and timeline.
Ratings Breakdown
Reasons for switching to GUIDEcx
Needed more robust software.
Vendor Response
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.
Replied October 2023
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Gerrit D.
Verified reviewer
Logistics and Supply Chain
51-200 employees
Used daily for less than 2 years
Review sourceReviewed December 2024
Great project management for the stage our company was in
4
Ratings Breakdown
Reasons for switching to GUIDEcx
The customer experiences, templates, and customer notifications are much cleaner and easy to use.
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Craig M.
Verified reviewer
Computer Software
51-200 employees
Used daily for less than 6 months
Review sourceReviewed May 2023
Onboarding Software Application wins and losses
3
The team has been very engaged and helpful for onboarding
Ratings Breakdown
Reasons for switching to GUIDEcx
To be able to better engage clients and adjust timelines. Smartsheet had too many linked items that broke when you try to adjust timelines and tasks
Vendor Response
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.
Replied October 2023
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Computer Software
201-500 employees
Used daily for less than 2 years
Reviewed September 2023
Insight into onboarding
4
GuideCX has been an invaluable asset to our company in streamlining onboarding. When paired with Salesforce, the visibility into our onboarding process is unmatched.
Ratings Breakdown
Reasons 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.
Vendor Response
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.
Replied October 2023
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Courtney M.
Verified reviewer
Information Technology and Services
11-50 employees
Used weekly for less than 12 months
Review sourceReviewed August 2023
Great onboarding tool, even for projects that are highly custom
5
Ratings Breakdown
Reasons for choosing GUIDEcx
Felt that it fit out business needs more, and had more security features.
Vendor Response
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.
Replied October 2023
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Dan M.
Verified reviewer
Telecommunications
201-500 employees
Used daily for less than 12 months
Reviewed September 2023
Guide Review
4
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.
Ratings Breakdown
Reasons for switching to GUIDEcx
company objective to disrupt the industry with Customer visibility and interaction with your Onboarding project!
Vendor Response
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.
Replied October 2023
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Lujan Z.
Verified reviewer
Computer Software
11-50 employees
Used daily for more than 2 years
Reviewed September 2023
I recommend GuideCx to everyone! My husband's company uses it too!
5
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.
Ratings Breakdown
Reasons for choosing GUIDEcx
GuideCX had everything we were looking for, and fantastic customer service.
Reasons for switching to GUIDEcx
I needed a more sophisticated project management tool, that would also allow our clients to have a dashboard view and insights into project statues
Vendor Response
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!
Replied October 2023
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Cason G.
Verified reviewer
Computer Software
201-500 employees
Used weekly for less than 2 years
Reviewed September 2023
Great product for our global onboarding team.
5
The service levels are amazing, a great support, impl, and CS team. The product works great and we enjoy the structure and visibility it provides.
Ratings Breakdown
Reasons for choosing GUIDEcx
Most mature of its kind. Best way to manage a high project volume. Ease of implementation. Ability to engage with customers during onboarding.
Reasons for switching to GUIDEcx
It didn't allow us to set templates and see the project reporting we needed globally.
Vendor Response
Thank you for your outstanding review, and we're delighted to hear that GUIDEcx has been a great fit for your global onboarding team! We're thrilled that our template-based approach has enabled you to roll out consistent processes across different geos and customer segments. It's fantastic to know you've achieved a programmatic approach to your customer journey with GUIDEcx , gaining valuable visibility into your performance and empowering your consultants to manage their projects better. We appreciate your feedback on customer interaction and understand the importance of client engagement. We're continually working to enhance user experience and encourage more active participation. We're honored that you chose GUIDEcx as the most mature solution for managing a high project volume, and we're pleased that our platform's ease of implementation and ability to engage with customers during onboarding have met your needs. Thank you for your kind words about our service levels, support, implementation, and customer success teams. Your success is our success, and we're committed to delivering outstanding service. 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.
Replied October 2023
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John K.
Verified reviewer
Telecommunications
201-500 employees
Used daily for more than 2 years
Reviewed September 2023
Best project management tool I've used in a long time.
5
The staff at GuideCX has been quite honestly the best thing about working with the product. Such a difference in how they handle their clients, most of the time on the fly within 1 minute of a question I have. Extremely responsive, so I can get the assistance I need, to keep moving in my day for the client I am also servicing. That's how it's done.
Ratings Breakdown
Reasons for switching to GUIDEcx
We needed a customer facing tool, that could be white labeled with our name on it. Everything we do must be white label, or we keep looking elsewhere.
Vendor Response
Thank you for your review, and we're thrilled to hear that GUIDEcx is the best project management tool you've used in a long time! We're delighted that you find our platform easy to use, allowing you to set up new clients quickly and oversee their progress effortlessly. It's fantastic that you've had such a positive experience with GUIDEcx's features. We understand the importance of white-labeling and are glad to provide a customer-facing tool that can be branded with your name. Your kind words about our staff and their responsiveness are greatly appreciated. We're committed to providing excellent support and ensuring your success. 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.
Replied October 2023
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Duke H.
Verified reviewer
Computer Software
51-200 employees
Used daily for more than 2 years
Reviewed September 2023
Love this product. Keep coming back for more.
5
Great project management and reporting tool. Allows us to see the bottle necks and work to resolve.
Ratings Breakdown
Reasons for choosing GUIDEcx
Have used other tools and found this the best tool and company to work with.
Vendor Response
Thank you for your excellent review, and we're thrilled to have you as a loyal GUIDEcx user! It's great to hear that you love our product and that it keeps getting better for you. We designed GUIDEcx with flexibility in mind, and we're delighted to see how you use multiple templates to create tailored project plans efficiently. The ability to involve clients in project planning and status updates while keeping all communications in one place is an excellent testament to the power of GUIDEcx. We appreciate your feedback about the mobile version, and we're continuously working to enhance the user experience on all platforms. We're honored that you chose GUIDEcx over alternatives like Asana and that our product and company have effectively met your needs. Thank you for trusting GUIDEcx for your project management and reporting needs. Please don't hesitate to reach out if you have more feedback or questions. We're here to ensure your continued success.
Replied October 2023
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