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GUIDEcx description
GUIDEcx is a software platform designed to improve the process of getting new customers up and running with your products or services. It helps businesses create a smooth transition from sales to implementation by providing tools for project management, task assignment, communication, and progress tracking. GUIDEcx aims to reduce the time it takes for customers to start seeing value from their purchase, keep customers happy with the onboarding process, and prevent customers from abandoning your business due to a poor onboarding experience. Its features include automated workflows, customer portals for easy collaboration, and integrations with popular business tools.
Who is GUIDEcx best for
GUIDEcx is a client onboarding platform simplifying the implementation process for B2B SaaS and professional service providers. It streamlines project management, communication, and progress tracking, ensuring a smooth transition from sales to implementation. Users praise its intuitive interface, excellent customer support, and helpful project templates, leading to faster onboarding times and increased customer satisfaction. However, some users mention limitations in email customization and bulk editing.
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Best fit for small to medium-sized businesses.
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Ideal for software, IT, telecommunications, and professional services.
GUIDEcx features
| Supported GUIDEcx offers dedicated client portals called Compass Experience for project information access and collaboration. |
| Supported GUIDEcx allows quick progress assessment and easy plan editing with features like real-time updates and various project views. |
| Supported GUIDEcx supports workflow automation, streamlining processes through automated tasks and dependency logic. |
| Supported GUIDEcx offers robust integrations with over 1,000 applications via its open API and built-in integrations. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
GUIDEcx reviews
We've summarised 502 GUIDEcx reviews (GUIDEcx Software Advice reviews, GUIDEcx Capterra reviews and GUIDEcx G2 reviews) and summarised the main points below.
- Intuitive and easy-to-learn interface.
- Excellent customer support and responsiveness.
- Helpful project templates and Salesforce synchronization.
- Provides much-needed project visibility and organization, reducing onboarding time.
- Streamlines communication between teams and clients.
- Limited email formatting and customization options.
- Requires an extra "save" click after uploading attachments.
- Difficulty with bulk editing of task due dates.
- Mobile app needs improvement with limited functionality.
GUIDEcx pricing
The commentary is based on 14 reviews from GUIDEcx Capterra reviews and GUIDEcx G2 reviews.
GUIDEcx is considered a valuable investment with a good return, streamlining onboarding and project management. While some users mention the cost, most feel the price is justified by the increased efficiency and transparency it provides. One user noted the resource management feature cost extra.
Users sentiment
See the GUIDEcx pricing page.
Starter
Includes persona-based project experiences, a vanity URL, customer login via magic link, actionable emails, internal and external project chat, a streamlined customer portal, approval flows, a mobile app, an intelligent forecasted end date, Gantt, list, and board views, at-risk task identification, a partner portal, 3rd party involvement, custom fields, merge tags, a report navigator, scheduled reports, a knowledge base, and support tickets.
Premium
Includes all Starter features plus native integrations, HubSpot Marketplace CRM cards, a Salesforce App Exchange integration, an integration builder, integration professional services, API access, a named CSM, live support chat, multi-channel chat, an authenticated domain, and customer satisfaction surveys.
Advanced
Includes all Premium plan features plus advanced time tracking, resource management, a program management dashboard, an embedded customer portal, custom email templates, single sign-on, Workspaces, and Report Builder.
GUIDEcx alternatives
RocketlaneBetter fit for smaller businesses and those focused on industries like finance, ecommerce, retail, or hospitality. It has more momentum based on website traffic and employee growth. Users highlight excellent project organization and collaboration features. A GUIDEcx alternative and competitor.Read more
ValuecaseBetter suited for smaller businesses. Has stronger momentum. Lacks specific project management features like Gantt charts and customizable playbooks. Fewer integrations with other business tools. Users appreciate the frequent product updates and responsive customer support but dislike the limited customization options. A GUIDEcx alternative and competitor.Read more
OnRampBetter for mid-sized businesses in SaaS, client services, retail, and distribution. Has more momentum currently. A GUIDEcx competitor and alternative, it focuses on a centralized platform with a client-facing portal.Read more
CogniSaaSBetter for smaller companies. More focused on time tracking and resource management. A GUIDEcx alternative or competitor, it's ideal for mid-market SaaS businesses.Read more
TrelloBetter for smaller teams and offers a free plan. More versatile across various industries like e-commerce, retail, and consumer goods. Easier to use with a drag-and-drop interface, but lacks advanced onboarding-specific features. A popular Trello alternative and competitor for basic project management.Read more
ClustdocBetter for document collection and processing. More suitable for financial services, legal, and real estate. Easier to use.Read more
GUIDEcx FAQ
What is GUIDEcx and what does GUIDEcx do?
GUIDEcx is a client onboarding platform that streamlines project management, task assignments, and communication. It provides automated workflows, customer portals, and integrations with popular business tools to improve customer satisfaction and reduce onboarding time. It's ideal for B2B SaaS companies and professional service providers.
How does GUIDEcx integrate with other tools?
GUIDEcx integrates with over 1,000 applications using its open API and built-in integrations. This includes popular tools, enabling seamless data flow and enhanced collaboration across platforms. These integrations streamline workflows and improve the overall customer onboarding experience.
What the main competitors of GUIDEcx?
Top alternatives to GUIDEcx include Rocketlane, Valuecase, and OnRamp. These competitors offer similar features for customer onboarding and project management, focusing on streamlined workflows, improved collaboration, and increased customer satisfaction. Other options, like ClickUp and Bordio, provide broader work management solutions.
Is GUIDEcx legit?
GUIDEcx is a legitimate platform. It's known for its intuitive interface and excellent customer support. Users appreciate its project visibility and streamlined communication features, contributing to a positive overall experience. It integrates with numerous business applications enhancing its functionality and improving onboarding workflows.
How much does GUIDEcx cost?
GUIDEcx's Starter plan starts at $143. Premium and Advanced plan pricing is custom. Is GUIDEcx worth it? It depends on your project management needs and budget. Contact GUIDEcx for specific pricing details.
Is GUIDEcx customer service good?
GUIDEcx customers consistently praise the helpful and responsive customer support team. Users mention the quick responses and proactive assistance, particularly during implementation and troubleshooting. While some users initially found the software complex, they highlight the excellent support received as key to successful adoption.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.