Rating
4.7
64 reviews
Categories
7
Founded
2017
Employees
42
Funding
42.1M
Series B
GUIDEcx is a project management and customer onboarding platform designed to increase team capacity, boost engagement, and shorten time to value. Task automation, role-based project views, access to the portal, email, or mobile app updates, and intelligently forecasted end dates make it easier to stay aligned across teams, address bottlenecks, and keep projects in motion.
Ad spend / mo
$3K
40 paid keywords
Paid visits / mo
128
Organic keywords
775
Organic visits / mo
3,182
Authority
30
951 ref domains
Creatives run
12
as GuideCX, INC.
Active now
4
last 14 days
Advertising since
Dec 2024
1+ yr running
Last seen
yesterday
still active
Running 24 ads on LinkedIn as GUIDEcx - a paid B2B channel, on top of any Google/Capterra spend.
The shared messaging across Client Onboarding & Customer Success Project Software advertisers - the validated angles to copy. See the niche →
(64 reviews)
Pros: The project management and email notifications for customers is extremely useful.
Cons: There are times when the platform is slow and has outages.
Gerrit D. · Solutions Engineer · Logistics and Supply Chain · December 12, 2024
In addition to the product, the onboarding and support teams at GuideCX have been great
Pros: 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. We find the tool to be user-friendly both internally and with our clients, and we also really value the flexibility of our customers interacting solely via email while keeping central information housed within the platform. As an admin, the reporting and insights the tool provides are valuable to ensure we understand what is delayed or at risk and highlight opportunities to optimize our processes.As we have continued to evolve our processes for different onboarding experiences (product types, client types, launch tasks), being able to recreate and adapt templates easily within the tool has made this process seamless and keeps our team organized and on track with very little overhead needed. The GuideCX team is also awesome; their attentiveness, responsiveness, and enthusiasm made ramping up into the tool and beyond a great experience.
Cons: The one area we'd love to see improvement in is a better system for managing tasks beyond a launch/go-live. The tool is built to manage the onboarding process, but we have some post-onboarding follow ups that would be great to be able to manage within the tool as well - but the GuideCX product team is exploring solutions here.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Customer Retention | 1 | 13 | - |
| Digital Adoption Platform | 1 | 18 |
Domain confidence 99%
| Keyword they bid on |
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| CPC |
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| Pos |
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| % budget |
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| Landing page |
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| onboarding software | $39.53 | 3 | 38.1% | www.guidecx.com/ |
| best onboarding software | $63.06 | 2 | 17.1% | www.guidecx.com/ |
| client onboarding software | $27.62 | 2 | 10.8% | www.guidecx.com/ |
| customer onboarding tools | $45.04 | 1 | 9.5% | www.guidecx.com/ |
| best client onboarding software | $33.03 | 1 | 6.0% | www.guidecx.com/ |
| saas onboarding software | $17.67 | 1 | 4.8% | www.guidecx.com/ |
| onboarding new customers | $22.98 | 1 | 3.4% | www.guidecx.com/ |
| customer onboarding saas | $11.53 | 1 | 3.1% | www.guidecx.com/ |
| onboarding saas customers | $11.53 | 1 | 2.1% | www.guidecx.com/ |
| client onboarding system | $15.76 | 1 | 1.9% | www.guidecx.com/ |
| product onboarding tools | $20.08 | 1 | 1.2% | www.guidecx.com/ |
| client onboarding automation | $39.14 | 2 | 1.2% | www.guidecx.com/ |
| best onboarding apps | $14.63 | 1 | 0.4% | www.guidecx.com/ |
| onboarding saas | $10.75 | 2 | 0.3% | www.guidecx.com/ |
| onboarding new software | $0.00 | 1 | 0.0% | www.guidecx.com/ |
#1 Customer Onboarding Tool | Trusted for 500,000 Projects
The Customer Onboarding Platform Used By 500,000+ Projects. See GUIDEcx In Action. Purpose-Built For Customer Onboarding. Eliminate Manual Work & Delight Customers.
https://www.guidecx.com
#1 Customer Onboarding Tool - Cut Onboarding Time By 49%
The Customer Onboarding Platform Used By 500,000+ Projects. See GUIDEcx In Action. Purpose-Built For Customer Onboarding.
https://www.guidecx.com
Customer Onboarding Platform | 70% Faster Time-to-Value
Bad Implementations Are The #1 Cause Of Churn. Reduce Customer Implementation Time By 49% Deliver Value 70% Faster to Customers With The...
https://www.guidecx.com
AI-Powered Customer Onboarding | 45% Decrease in Churn
Bad Implementations Are The #1 Cause Of Churn. Reduce Customer Implementation Time By 49%
https://www.guidecx.com
#1 Client Onboarding Platform | Accelerate Onboarding with AI
Purpose-Built For Client Onboarding. Eliminate Manual Work & Delight Customers. The Client Onboarding Platform Used By 500,000+ Projects. See GUIDEcx In Action. Reusable Templates.
https://www.guidecx.com
Emma S. · Senior Manager of Implementation and Program Operations · Information Technology and Services · October 4, 2023
Pros: The ability to integrate into Salesforce and connect projects, stay on track, and know where each new client is at in the process. The help desk is outstanding, and the resources, and classes are all so beneficial to find what is needed and keep moving forward with learning and making our process better.
Cons: None at this time, we have worked through and revised our process since first starting with GCX and it's improved tremendously.
Juliet N. · Due Diligence Implementation · Real Estate · October 2, 2023
The product is robust and continues to improve, the staff are helpful and responsive
Pros: API, reporting/tracking progress, integrations with other systems.
Cons: Future planning from a resource standpoint is not quite there, but the staff are very open to new ideas and improving the product.
Jared A. · Implementation Manager · Computer Software · September 27, 2023
Pros: For any given project, you can easily see an overview of all aspects of the project, or you can drill down further depending on your needs. I use the task and project listings daily, plus the reporting options to make sure my time spent on each tasks is accounting for my entire workday.
Cons: I would like to see more ways to customize certain lists, like the tasks and projects, based on the user. I use the task list daily, but would like to see a column and filter option to show the last date/time the task was updated instead of just the due date for the whole project.
Rhonda C. · Conversion Specialist · Computer Software · September 26, 2023
Pros: GuideCX is a great tool that is client facing and gives our onboarding a step above other firms. Our clients can follow along with our process, interact and all this is captured back to our team in a standardized process
Cons: As GuideCX advances there are a lot of updates to keep up on and software integrations
Michelle G. · Concierge · Accounting · September 26, 2023
Pros: Product is easy and essential for my project management duties.
Cons: no cons at this time. The product is fantastic!
Shawn P J. · Implementation Specialist · Accounting · September 25, 2023
We use GuideCX for our client onboarding processes. It helps us stay on track and sends reminders to our clients and internal users for tasks that need to be completed. It has options to include checklists, links and attachments to keep everything in one place.
Pros: The software is easy to use, super customizable, and works exactly as needed! Their customer service is also a huge plus, they are always available and helpful. I love working with everyone at the GuideCX team. Their software is also always improving and they are always adding new and exciting features. I honestly am so glad I found them! I use GuideCX daily and can't say enough great things about them!
Cons: some of the integrations don't do as much as I would like, I wish there was more integrations available with Hubspot.
Lujan Z. · Director of Customer Success · Computer Software · September 25, 2023
Our overall experience with GuideCx has been excellent. We needed a project management system. The program has delivered.
Pros: What I like most about GuideCx are the milestones and tasks within each project. 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.
Cons: I do not have any cons or what I like least about GuideCx. I do however need to take advantage of their e-learning university so as to take advantage of more of their features.
Robert C. · Implementation Specialist · Computer Software · September 22, 2023
GuideCX is awesome and benefitted our department in many ways. The highlight is that they have the best support team. Their responsiveness is timely and they always follow up once an issue arises and is solved.
Pros: Guide CX allows for transparency and realistic expectations for Project completion. Users who fully adapt this system in the way Orion has utilized it find great success in their Onboarding to Orion's Platform. The reason behind this is that it allows them to complete the items with little wait time or assistance after they learn the function behind the software.
Cons: There are some quirks to Guidecx, and some items that have not been developed yet. The software can lag sometimes, especially if there is a new release. The other item that they are working on developing is a customer view, this would allow me to have the ability to demo, via a client view, to the client.
Brittney K. · Senior Project Manager · Financial Services · September 22, 2023
Pros: A single place to manage the multiple projects our company oversees
Cons: The site is a little laggy from time to time, when updating tasks.
Alyssa V. · Install Tech Team Lead · Computer Software · September 22, 2023
As I said above it has been a true partnership. When we have questions the GCX team has been responsive and invested in the successful use of their platform.
Pros: It took almost all of our communication issues off the table. Transparency became one of our rallying cries and selling points. No longer do you have to wonder where you are in the process Mr. Customer. You know exactly where your engagement is at any given point in time.
Cons: Still working through how to best work with large, multi-location deployments. We have some work around solutions and another proposal to change the way we work. But the GCX team has been fantastic at listening to our feedback and letting us be part of shaping future releases of the platform (customer advisory board participation). So far a great partnership.
Joel K. · SVP, Global Customer Onboarding · Telecommunications · September 22, 2023
involving our customers has made a great impact on delivery timeframes, expectation, and keeping our clients up to date. Templates, milestones and tasks have refined our processes and tighten up timelines for specific products.
Pros: adding customers to the team for visibility and interaction
Cons: restrictions on the admin side to save report filters, adjust dashboards, etc.
Dan M. · Sr. Dir of Advanced Services · Telecommunications · September 22, 2023
GuideCX has been an invaluable asset to our company in streamlining onboarding. When paired with Salesforce, the visibility into our onboarding process is unmatched.
Pros: Guide has allowed us to have a clear path for onboarding all of our customers and provides visibility and accountability for all parties involved, including the customer. We have been able to significantly reduce time to value while improving customer experience through implementing Guide.
Cons: We have had some difficulties in early iterations of integrations with Salesforce & various automations, but since releasing the Recipe Builder integrations through Workato, we have been able to accomplish our needs.
Anonymous User · Sr. Manager, Websites · Computer Software · September 22, 2023
GCX is a fantastic company. From the product to the people - I gladly sing their praises daily. Our company has been able to create more efficient implementations, with the ability to communicate both internally and externally in ways we were unable to accomplish before.
Pros: While it does take time to set up the product for use within one's organization, the time and effort the GCX staff lent to our onboarding process was invaluable. We had a partner dedicated to our success and adoption of their product. Ongoing support, collaboration, and innovated product releases keep us happy!Before adopting this software we did not have a system in place that was going to help us scale. With GCX we have the ability to see exactly where we are on a project, as well as communicate with our customers about missing items essential to their onboarding with our own product. Features such as Project Notes keep us all updated daily.
Cons: I would love to see an exportable Gantt chart, additional work on the emails to make them more understandable and useful, and either a more intuitive (read: easier!) way to set up recipes in the Recipe Builder. 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.
Sage S. · Director of Implementation · Information Technology and Services · September 22, 2023
Pros: The organization, tracking, and management that GuideCX has provided for our onboarding process has enable each of our onboarding specialists to manage 50% more account with more ease than prior to implementing the software.
Cons: 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.
Andrew F. · Strategic Account Manager · Leisure, Travel & Tourism · September 20, 2023
Excellent project management software that really keeps you on top of your tasks and timeline.
Pros: I love being able to set up a template for our tasks with dependencies that I can reuse on each project. The tags function helps me to easily assign tasks to the right person by simply filtering on those tags.
Cons: Software occasionally becomes buggy and you need to log out and restart.
Victoria G. · Implementation Manager · Human Resources · September 20, 2023
Great project management and reporting tool. Allows us to see the bottle necks and work to resolve.
Pros: I am a huge fan of this product and it keeps getting better on a regular basis. Many of our projects have the same core premise and may need some tweaks so we use multiple templates to build out a project plan. We have a Project Prep and a Project Wrap that are the same steps for every project and the middle "templates" are deliverable based and allow us to then add/remove task specific to the client. 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. All communications are in the same place.We also like that we can have contributors within our company to have access to projects they are working on and can update their tasks at no cost for thier seat.
Cons: The over all product has a strong set of features and are improving every day. I just wish the mobile version could be more administrator friendly.
Duke H. · Director, Project Management · Computer Software · September 19, 2023
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.
Pros: Ability to set templates and roll them out across geos and customer segments. We can have a programmatic approach to our customer journey because GUIDEcx. It also provides visibility into how we are doing. It allows our consultants to better manager their projects and stay organized.
Cons: The customer interaction is less than we'd like. We wish customers would engage more with it, at times we have to stay on them to keep their tasks updated and review the emails that come from the tool.
Cason G. · VP Implementation Services · Computer Software · September 19, 2023
Our overall experience has been excellent, and the support from the CS team at GuideCX has been amazing.
Pros: GuideCX is a user-friendly tool, driving efficiency and optimizing processes for customer onboarding.
Cons: GuideCX could improve a bit on customizable features for the customer to engage with the project plan.
Michelle I. · SVP Customer Experience · Marketing and Advertising · September 19, 2023
Overall I love the functionality that GCX offers, different views, checklists, notes, etc. I don't know how I would do my job without it!
Pros: GCX allows me to interact with internal and external teams with full visibility and transparency to communication, outstanding items, and project progress. It adds accountability to each member of the internal and external teams via task assignments, as well.
Cons: I do wish there was more control over notification emails. Sometimes they can feel duplicative (e.g. you respond to the note and the client gets the note, and also gets the notification that a note was added).
Stacia D. · Implementation Specialist · Computer Software · September 19, 2023
Pros: The direct integration with Salesforce to keep track of all new accounts coming in and the customizability for project templates are the best. This keeps my team organized and constant visibility to deadlines for the customer and internal stakeholders.
Cons: User interface lag when updating tasks and opening modals could be snappier.
Jeremy J. · Technical Account Manager · Information Technology and Services · September 19, 2023
Happy clients = happy life!!
Pros: I love that onboarding is a transparent process for my clients. They can see what I am working on at any time. I find that it really helps manage their expectations which makes everyone happier!
Cons: There really aren't any cons with GuideCX. I've used it for years, with different companies, and I've never had any problems with it.
Emily N. · Customer Support Specialist · Education Management · September 19, 2023
Very pleasant. The support is always super helpful and friendly especially [sensitive content hidden] in live chat
Pros: 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. I can see which ones are lagging and need more attention vs. ones that are on time and self sufficient
Cons: The App sucks. 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
Coco W. · Senior Solutions Specialist · Information Technology and Services · September 19, 2023
It has been a great tool for the past year to keep Orion and the Advisors on task for the most part when it comes to their Onboarding needs and desired timelines.
Pros: I like the breakdown of processes needed to accomplish the goals set by advisors especially the timeline we want to follow. I also think the added time tracking feature is great for tracking the amount of time spent with advisors whether they are Essential or Advanced. Hopefully this information is useful when they output data is applied.
Cons: The Filters for my view are hard to manage, when an advisor is not finished onboarding but still working with me I want to keep them open on my view and the filters either seem to show too much or filter out too much.
Tammy T. · Reporting Specialist · Financial Services · September 19, 2023
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| Client Onboarding | 1 | 19 | - |
| Customer Success | 2 | 15 | Shortlist |
| Customer Experience | 3 | 49 | - |
| Onboarding | 4 | 34 | - |
| Project Management | 6 | 13 | - |