getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

GUIDEcx Logo

Client onboarding and project management software

Table of Contents

usersusersusers

Is this product right for your business?

Find out with a

GUIDEcx - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

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

Last updated: September 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


Alternatives

with better value for money

Do you work for GUIDEcx? Manage this product listing

GUIDEcx’s user interface

Ease of use rating:

GUIDEcx reviews

Overall rating

4.7

/5

64

Positive reviews

82

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.82/10
Rating distribution

5

4

3

2

1

48

13

2

0

1

Pros
“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.”
DH

Duke H.

Director, Project Management

“We have over a dozen types of implementation plans, so viewing the necessary tasks within each project helps with communication to the client and for ourselves, just getting done what needs to be done.”
RC

Robert C.

Implementation Specialist

“GuideCX has been a great asset to our customer onboarding, allowing us to streamline our processes and creating more capacity for our team as we scale.”
ES

Emma S.

Senior Manager of Implementation and Program Operations

Cons
“There are times when the platform is slow and has outages.”
GD

Gerrit D.

Solutions Engineer

“There are some small features that don't make sense, like downloading multiple files from a task, you don't have the option to download in bulk or as a zip file. But I'm sure that is coming - they've thought of almost everything.”
SW

Sam W.

Client Success 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

Who uses GUIDEcx?

Based on 64 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Computer Software
Information Technology and Services
Accounting
Telecommunications
Others

Use cases

Project Management
Client Onboarding
Customer Success
Customer Experience
Onboarding

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
Percent-Complete tracking
Performance metrics
Portfolio management
Predictive analytics
Prioritization
Progress tracking
Projections
Project planning/scheduling
Real-Time analytics
Real-Time data
Real-Time notifications
Real-Time reporting
Real-Time updates
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
Status tracking
Surveys & feedback
Tagging
Task management
Task progress tracking
Task scheduling
Templates
Third-Party integrations
Time & expense tracking
Time tracking
Traditional methodologies
Training management
Trend analysis
Usage tracking/analytics
User onboarding
Workflow management

GUIDEcx alternatives

GUIDEcx logo

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
monday.com AI Work Platform logo
visit website

Starting from

9

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Trello logo

Starting from

5

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Jira logo

Starting from

7.91

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

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)

Integration rating: 4.0 (6)

Very critical we were able to integrate since Salesforce is what we use internally for order management, and ServiceChannel did exactly that

Verified reviewer profile picture

Andrew O.

Central Support - Senior Team Lead

Jira logo
Jira

Integration rating: 5.0 (4)

Slack logo
Slack

Integration rating: 4.0 (3)

Integration rating: 3.0 (2)

To sync any updates on the Leads. For example, getting leads from hubspot and then using OutFlo to get in touch with them. And then syncing this back to hubspot.

Cyberimpact sends people who interact with our CRM tools in a specific way through a customer journey that meets all of our needs.

Verified reviewer profile picture

Tricia V.

Engineering Distribution

1/2

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, GUIDEcx customer support is extremely responsive and resolves issues quickly via chat and other channels.

A limited number of users mention that support and implementation assistance may come at a higher 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.

“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

“I like that I can get a birds eye view of where my retailers are in their timeline without having to contact them directly every day.”

CW

Coco W.

Senior Solutions Specialist

“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

Q. Who are the typical users of GUIDEcx?

GUIDEcx has the following typical customers:
Large Enterprises, Mid-size Business, Small Business

These products have better value for money


Q. Does GUIDEcx support mobile devices?

GUIDEcx supports the following devices:
Android, iPhone, iPad


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)

Related categories