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GUIDEcx Logo

Client onboarding and project management software

Table of Contents

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GUIDEcx - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

GUIDEcx overview

What is 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.

Starting price


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GUIDEcx’s user interface

Ease of use rating:

GUIDEcx pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(1)
3-4(15)
5(48)

What do users say about GUIDEcx?

Some of our customers interact with technology on an infrequent basis and had some some confusion when they first were introduced to GuideCX, but GuideCX has since made updates to what customers can see and limiting their visibility has helped with the transition.

Select to learn more


Who uses GUIDEcx?

Based on 64 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Computer Software
Information Technology and Services
Financial Services
Telecommunications
Others

Use cases

Project Management
Client Onboarding
Onboarding
Customer Success
Customer Experience

GUIDEcx's key features

Most critical features, based on insights from GUIDEcx users:

Multiple projects
Prioritization
Document management

All GUIDEcx features

Features rating:

Access controls/permissions
Account Management
Activity dashboard
Activity tracking
Agile methodologies
Alerts/Notifications
API
Approval process control
Budget management
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
Document management
Drag & drop
Electronic forms
Email management
Employee onboarding
Engagement tracking
Event triggered actions
File sharing
Forecasting
Gantt/Timeline view
Health score
Idea management
Issue management
Kanban board
Milestone tracking
Mobile access
Mobile app
Multi-Channel communication
Multiple projects
NPS of customers
NPS survey structure
Onboarding
Orientation workflow management
Performance metrics
Portfolio management
Predictive analytics
Prioritization
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
Resource management
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 & expense tracking
Time tracking
Traditional methodologies
Training management
Trend analysis
Usage tracking/analytics
User onboarding
Workflow management

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GUIDEcx integrations (6)

Integrations rated by users

We looked at 64 user reviews to identify which products are mentioned as GUIDEcx integrations and how users feel about them.

Integration rating: 4.5 (7)

Salesforce has been our CRM for years.

AL

Adam L.

Director

Integration rating: 4.0 (6)

Jira logo
Jira

Integration rating: 5.0 (4)

Slack logo
Slack

Integration rating: 4.0 (3)

We use this to tag people and notify them of tasks.

AF

Amadna F.

Head of Quality

HubSpot CRM logo
HubSpot CRM

Integration rating: 3.0 (2)

L'intégration HubSpot est vitale pour automatiser le flux de données. Elle synchronise instantanément les leads qualifiés et les scores d'intention, évitant la saisie manuelle et les doublons CRM.

HG

Hervé G.

CEO

GUIDEcx customer support

What do users say about GUIDEcx customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of GUIDEcx customer support.

Widely noted by reviewers, the support team is extremely responsive, helpful, and quick to resolve issues or answer questions.

A minority of users mention some features are hard to use despite support, and implementation help may come at an extra cost.

Support options

Chat
Knowledge base
Email/help desk
Faqs/forum
Phone support
24/7 (live rep)

Training options

Live online
Webinars
Documentation
Videos

To see what individual users say about GUIDEcx's customer support, check out the review snippets below.

“Now since GuideCX is for on-boarding I expect them to be good at that but so far they have been really on point - quick to respond to my questions, great at helping me, seems like the answer is yes to most of my requests, etc. ”

Verified reviewer profile picture

Amber F.

Project Manager

“Some of our customers interact with technology on an infrequent basis and had some some confusion when they first were introduced to GuideCX, but GuideCX has since made updates to what customers can see and limiting their visibility has helped with the transition.”

AF

Andrew F.

Strategic Account Manager

“It's impossible to utilize to the fullest and when visiting the site on my phone it's nearly impossible to view the notes and respond”

CW

Coco W.

Senior Solutions Specialist

“Our team has been unable to use the Recipe Builder in all the ways we originally had hoped as we just can't figure out how it works.”

SS

Sage S.

Director of Implementation

GUIDEcx FAQs

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