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GUIDEcx

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GUIDEcx 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

GUIDEcx
GUIDEcx
4.7
(64)

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

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GUIDEcx Pricing and Plans

Starting price: $100.00 per year
Free Trial
Free Version

Starter

$100.00

per user, per year

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 Management
    Billing & Invoicing
    Budget Management
    Document Management
    File Sharing
    Gantt/Timeline View
    Issue Management
    Kanban Board
    Milestone Tracking
    Multiple Projects
    Prioritization
    Resource Management
    Time & Expense Tracking
  • More features of GUIDEcx
    Access Controls/Permissions
    Account Management
    Activity Dashboard
    Activity Tracking
    Agile Methodologies
    Alerts/Notifications
    API
    Approval Process Control
    Calendar Management
    Chat/Messaging
    Checklists
    Churn Management
    Client Database
    Client Management
    Client Portal
    Client Tracking
    Collaboration Tools
    Commenting/Notes
    Communication Management
    Configurable Workflow
    Customer Database
    Customer Engagement
    Customer Experience Management
    Customer Portal
    Customizable Branding
    Customizable Fields
    Customizable Reports
    Customizable Templates
    Dashboard
    Data Import/Export
    Drag & Drop
    Electronic Forms
    Email Management
    Employee Onboarding
    Engagement Tracking
    Event Triggered Actions
    Forecasting
    Health Score
    Idea Management
    Mobile Access
    Mobile App
    Multi-Channel Communication
    NPS of Customers
    NPS Survey Structure
    Onboarding
    Orientation Workflow Management
    Performance Metrics
    Portfolio Management
    Predictive Analytics
    Progress Tracking
    Project Planning/Scheduling
    Real-Time Analytics
    Real-Time Data
    Real-Time Notifications
    Real-Time Reporting
    Reminders
    Reporting/Analytics
    Reporting/Project Tracking
    Reporting & Statistics
    Risk Management
    Role-Based Permissions
    Self-paced Learning
    Self Service Portal
    Sentiment Analysis
    Single Sign On
    Surveys & Feedback
    Tagging
    Task Management
    Task Progress Tracking
    Templates
    Third-Party Integrations
    Time Tracking
    Traditional Methodologies
    Training Management
    Trend Analysis
    Usage Tracking/Analytics
    User Onboarding
    Workflow Management

GUIDEcx Integrations

HubSpot CRM
HubSpot CRM
Jira
Jira
Slack
Slack
Zapier
Zapier
Salesforce.org Nonprofit Cloud
Salesforce.org Nonprofit Cloud
Gainsight CS
Gainsight CS

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's profile

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

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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.

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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GD

Gerrit D.

Verified reviewer

Logistics and Supply Chain

51-200 employees

Used daily for less than 2 years

Review source

Reviewed December 2024

Great project management for the stage our company was in

4

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
The project management and email notifications for customers is extremely useful.
Cons:
There are times when the platform is slow and has outages.

Reasons for switching to GUIDEcx

The customer experiences, templates, and customer notifications are much cleaner and easy to use.

Read More

CM

Craig M.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 6 months

Review source

Reviewed May 2023

Onboarding Software Application wins and losses

3

The team has been very engaged and helpful for onboarding

Ratings Breakdown

3
Ease of use
3
Value for money
4
Customer support
2
Functionality
icon
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

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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VR

Verified
Reviewer

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

5
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
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.

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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CM

Courtney M.

Verified reviewer

Information Technology and Services

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed August 2023

Great onboarding tool, even for projects that are highly custom

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
- Project Manager can control when people get invited to the project- Reporting tools assist with resource planning- Great onboarding experience for new customers of GUIDEcx- They allow customers to submit feature requests and vote on proposed features
Cons:
I cannot think of anything at this time.

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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DM

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

4
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
adding customers to the team for visibility and interaction
Cons:
restrictions on the admin side to save report filters, adjust dashboards, etc.

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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LZ

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

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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.

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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CG

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

5
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
Ability to set templates and roll them out across geos and customer segments. We can have a programmatic approach to our customer journey because GUIDEcx. It also provides visibility into how we are doing. It allows our consultants to better manager their projects and stay organized.
Cons:
The customer interaction is less than we'd like. We wish customers would engage more with it, at times we have to stay on them to keep their tasks updated and review the emails that come from the tool.

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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JK

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

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
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!
Cons:
Honestly, we just haven't found that many things it can't do, or we can't live without. All the bells and whistles are right here.

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

Read More

DH

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

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I am a huge fan of this product and it keeps getting better on a regular basis. Many of our projects have the same core premise and may need some tweaks so we use multiple templates to build out a project plan. We have a Project Prep and a Project Wrap that are the same steps for every project and the middle "templates" are deliverable based and allow us to then add/remove task specific to the client. Client also have access to the project plan and project status through the portal and are required to use tasks and notes to provide updates on their tasks and ask questions. All communications are in the same place.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.
Cons:
The over all product has a strong set of features and are improving every day. I just wish the mobile version could be more administrator friendly.

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

Read More

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