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GUIDEcx Logo

Client onboarding and project management software

Table of Contents

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Is this product right for your business?

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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

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

100per user /
per year

Alternatives

with better value for money

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?

Users say GUIDEcx improves customer onboarding by providing clear visibility into project status, streamlining communication, and increasing engagement through reminders and visual tools. They find it helps organize processes, making onboarding more efficient and allowing teams to manage more accounts with less effort. Some mention that onboarding large or multi-location clients can be challenging, but appreciate ongoing product improvements.

Reviewers feel GUIDEcx enhances project management by simplifying task delegation, offering customizable templates, and keeping teams accountable. They report that customer support is responsive and attentive, addressing issues quickly and incorporating user feedback into updates, though some wish for more customization and easier client interaction.

Select to learn more


Who uses GUIDEcx?

Based on 64 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Computer Software
Information Technology and Services
Automotive
Financial Services
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:

Task management
Project planning/scheduling
Multiple projects
Task progress tracking
Task scheduling
Client portal

All GUIDEcx features

Features rating:

Communication management
Prioritization
Activity dashboard
Client management
Reminders
Alerts/Notifications
Reporting & statistics
Electronic forms
Document management
Reporting/Project tracking
Customizable templates
Self service portal
Role-Based permissions
Onboarding
Activity tracking
Customizable fields
Collaboration tools
Workflow management
Employee onboarding
Calendar management
Customer database
Surveys & feedback
Health score
Orientation workflow management
Performance metrics
Portfolio management
Predictive analytics
User onboarding
Progress tracking
Real-Time analytics
NPS survey structure
Real-Time data
Real-Time notifications
Real-Time reporting
Usage tracking/analytics
Trend analysis
Training management
Reporting/Analytics
Traditional methodologies
Resource management
Time tracking
Risk management
Time & expense tracking
Third-Party integrations
Templates
Self-paced learning
Sentiment analysis
Single sign on
Tagging
NPS of customers
Customizable branding
Customer portal
Customer experience management
Customer engagement
Configurable workflow
Commenting/Notes
Client tracking
Client database
Churn management
Checklists
Chat/Messaging
Budget management
Approval process control
API
Agile methodologies
Account Management
Access controls/permissions
Multi-Channel communication
Mobile app
Mobile access
Milestone tracking
Kanban board
Issue management
Idea management
Gantt/Timeline view
Forecasting
File sharing
Event triggered actions
Engagement tracking
Email management
Drag & drop
Data import/export
Dashboard
Customizable reports

GUIDEcx awards

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GUIDEcx pricing

Value for money rating:

Starting from

100

/user

Per year

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about GUIDEcx price and value

Value for money rating:

To see what individual users think of GUIDEcx's price and value, check out the review snippets below.

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

Michelle I.

SVP Customer Experience

“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.”
CG

Cason G.

VP Implementation Services

GUIDEcx integrations (7)

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.

Slack logo
Slack

Integration rating: 4.0 (2)

Helpful to keep the larger Customer Success and Sales Teams in the know on critical milestones that are met with Customers.

Its certainly a nice bonus to have integrations to bring attention in other areas we work, like Slack.

JP

Justin P.

Manager - Implementation, Training, and Support

1/2
HubSpot CRM logo
HubSpot CRM

Integration rating: 3.0 (1)

We keep our client information in Hubspot and need to connect it to GuideCx for onboarding and project management

LZ

Lujan Z.

Director of Customer Success

Jira logo
Jira

Integration rating: 5.0 (2)

GUIDEcx customer support

What do users say about GUIDEcx customer support?

Customer support rating:

We analyzed 22 verified user reviews to identify positive and negative aspects of GUIDEcx customer support.

Widely noted by reviewers, GUIDEcx support is extremely responsive and resolves issues quickly via chat and other channels.

A limited number of users mention difficulty understanding certain features without clearer support guidance.

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.

“Anytime I have a question I just type it in the chat icon, on the bottom left corner, and I get a response very quickly.”

Verified reviewer profile picture

Cameron M.

Business Development Director

“Also, the customer support was very helpful and got all of my requests resolved quickly and they followed up to make sure everything was still running well.”

MV

Matt V.

Project Manager

GUIDEcx FAQs

Q. What type of pricing plans does GUIDEcx offer?

GUIDEcx has the following pricing plans:
Starting from: $100.00/year
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of GUIDEcx?

GUIDEcx has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Small Business


Q. What languages does GUIDEcx support?

GUIDEcx supports the following languages:
English


Q. Does GUIDEcx support mobile devices?

GUIDEcx supports the following devices:
Android, iPad, iPhone


Q. Does GUIDEcx offer an API?

Yes, GUIDEcx has an API available for use.


Q. What other apps does GUIDEcx integrate with?

GUIDEcx integrates with the following applications:
Jira, Zapier, Salesforce.org Nonprofit Cloud, Slack, Gainsight CS, HubSpot CRM


Q. What level of support does GUIDEcx offer?

GUIDEcx offers the following support options:
Chat, Knowledge Base, Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep)

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