GuideCX Reviews

Making the customer onboarding experience consistent and airtight is a meticulous effort. We built our GuideCX with a needs-based approach to map the customer onboarding experience (solve a problem, uncover a problem, solve a problem, repeat). What's impressive is our needs have evolved since we first started, and the Guide CX platform has partnered with us every step of the way. We get a A-Z snapshot of the customer journey, and it helps us improve customer experience and internal process. The reporting available guides several OKRs each quarter. Finally, we're email experts and GuideCX provides enterprisy tools that ensure deliverability of email notifications from the app.

The in-app support experience is world class including a knowledgebase, chat, product roadmap voting, and previous support conversations. It has a partnership feel. The support team themselves are rapid responders and generally cool to work with.

It's hard to provide any dislikes when you see how committed this team is to get it right. With that said, two features will keep GCX on the bleeding edge for SaaS onboarding. Both relate to reporting. 1. (Daily Stand Up) DSU grid centric, at-a-glance report on where each deal is at by rep as well as the ability to quickly apply a multi-layer sort, update the details, and comment >without leaving that view<. We use a spreadsheet for this currently, and it's a pain.

The second feature is aggregate reporting of vanity metrics to enhance OKR follow-up and further define our customer post-sale lifecycle, starting with the onboarding.

Excellent customer facing PM tool that sticks with you as you grow. Highly recommend for a first PM tool purchase for software implementation.

The customer gets complete visibility into the tasks we need from them to get projects closed on the customer's timeline. We benefit by having GuideCX as a source of truth for the onboarding experience, which online sources indicate are one of the defining experiences for steeper CLV curve.

I like how easy it is to navigate the UI and find things. When utilizing a PM platform, you want to save time and churn by organizing steps and making sure all necessary parties involved with that project are aware of those steps clearly and concisely. I also enjoy automated emails for this reason. I also appreciate how GuideCX allows templates for easy project planning for multiple projects.

Interacting with some of the features can be laggy or unresponsive at times. It would be great if it could be a little snappier. Having hover tooltips on potentially vague features or menu items would also be helpful to determine if navigating to that spot is where your intent is. I wish there were more features around color-coding. This would make it easier to spot tasks on a project that already has many tasks to manage.

If your organization requires better time management amongst your team regarding onboarding or project management, you should consider GuideCX. To get the most out of the platform, you will want to make sure either yourself or your manager takes the necessary time to learn the platform thoroughly and utilize all features.

Benefits include solving organizational problems with onboarding customers to our product and lists of action items that need to be completed quickly for all parties involved. I'm also saving tons of time, reducing churn on the responsibility of tasks, and delegating resources to complete our projects promptly. GuideCX has also strengthened relationships between managers and teams by eliminating confusion regarding project timelines and action items.

Love the way Guidecx helps us stay on top of our tasks! GuideCx allows us to take more clients on in Implementation than we were able to project manage withou it. Its been a game changer in our organization! Customer service has been excellant.

No forms in the environment only intergrations.

Guidecx automates tasks going out based on dependencies saving me from assigning tasks manually and keeps our projects on track and moving. Clients love seeing the progress of their implementation in real time!

GuideCX allows us to clearly identify the actions that are required for a successful onboarding, assign tasks, and stay on track. This makes managing the onboaridng process for multiple customers and multiple products much easier.

I wish the Time Tracking feature was included automatically. I don't think it is a critical feature for our business but it would be nice to have, as I am curious about the time/cost for onboarding our customers. We have a pretty good feel for this though.

One of the main benefits of GUIDEcx is that we can keep track of all steps that need to happen, and when they need to happen. This helps us stay organized and keeps our cusotmers informed regarding the taskes they are responsible for.

Project templates and being able to include clients in the project while also keeping certain tasks and notes restricted to internal visibility.

I use GCX every day to manage 15+ integration projects at a time.

Custiner support has always been responsive and helpful.

The notes area could still be better. If I paste into a note, the formatting gets lost.

Managing client implementations of our SaaS.

It's a good project management tool for managing your new customer's onboarding process; it's pretty easy to tackle the whole process. Its IOS application is also good to review all the project status on a Mobile device.

It would be great if the drafted message can be restored after when the application is closed accidently or browser crashed. I faced this issue " i drafted the whole message (more than 150 words) and accidently I closed the broswer"

Easy to manage and track the onboarding process for current and upcoming projects, Its very helpful when you want to tag each team memeber by choosing only the Internal tag feature. I really like that.

We were able to move all our project management to one platform while easily giving customers access to see the status and updates and even track and perform their tasks within the project. Simplified dashboards and views make it easy to see the big picture while quickly zooming into special milestones, phases or assigned resources.

New enhancements have been rolled out simplifying even further tracking of status and communicating with internal teams and customers.

Implementation of SSO was simple and straight forward and enhances security and control over our users' access.

So far I've not had any issues with the platform as both our technical resources and non-technical resources are having no problems using the application.

Instead of separate projects for internal vs. external resources all project team members are integrated to see their assigned tasks, milestones and goals. No on-premise licensing or equipment needed. SSO integration gives me, as an Azure Administrator, easy access to grant and remove users via simple group management. In addition, project managers are able to reuse the same templates for streamlined implementations ensuring nothing is missed!

We are using GuideCx for all our projects daily. It is useful in onboarding process tracking, milestones and templates, customer direction and communication, Internal vs external messages, assigning people from inside the company and from the customer company for tasks and milestones, time tracking capabilities, and automated process workflows. Additionally, Time Tracking is also implemented going smoothly and is very helpful for our task tracking. Customer Support is prompt. It is easy to implement, and customize and is quite flexible.

Android app still requires lots of work.

The fields of emails need to be worked out properly.

The email should have the email ID of the person making the comment or note, and not the project manager every time.

Managing multiple accounts onboarding. Handling and remembering onboarding for up to 20-30 accounts can be done. The challenge comes in when the number of accounts crosses 100, 500, 1000, or 10000, and the history of what has been done and what needs to be done by which person, is trackable very conveniently on this platform.

Our software has lots of features, and I like that Guidecx keeps track for me of key items I like to discuss with new clients, helping me be sure to review all key software elements with each new client, not leaving this to my memory.

Guidecx sends lots of task alert and past-due reminder emails. While the idea of these emails is super great (let those who are assigned to complete a task know the task is due), the amount of emails can feel exsessive (one can reduce the number of emails that are sent by strategicly setting up their projects to combine more than one step of a processes into a single tasks, etc.)

Guidecx helps bring consistency to our onboarding experience and helps our onboarding staff be able to quickly tell where a client is at in the onboarding process; this last point is super helpful when managing 10+ onboarding projects that can take weeks to complete.

Guide CX is a very intuitive product for everyone on the project and the ability to set dependencies and easily update timelines is a life saver. Our customers love having a live view of the project so they don't have to wait for static updates. I also really like the integrations with Jira and Slack, which has saved time and manual work for our PMs. However, the best part of Guide CX is definitely the support team who are very quick at responding and always are eager to help.

I wish that projects on hold would pause each individual task, instead of continuing to send out task emails and marking them as late. Other than this, I have nothing I dislike about Guide CX.

Guide CX helps us keep stakeholders up-to-date at all times. It allows us to have an overview of each project quickly and easily, and helps to minimize human errors. It also syncs with Jira to ensure all of our development work is tracked and updated correctly.