GUIDEcx Project Management Tool | Features, Pricing, User Reviews, Alternatives & More

GUIDEcx is a customer onboarding and project management tool designed to facilitate smooth transitions between sales and implementation. It offers features for project planning, automation, and client communication, helping teams manage onboarding processes efficiently.

Year Founded & Location

GUIDEcx is sold by GUIDEcx, which was founded in 2017. GUIDEcx is presently headquartered in Lehi, USA.

Core Features

Feature Description Feature Availability Customization Options Supported Platforms Collaboration Features Security Measures
Client Onboarding Simplify client onboarding with automated task assignments and timelines. Pro, Enterprise High Web Automated assignments, Timelines Secure server storage
Collaboration Platform Collaborate with clients and teams using shared project views and updates. Pro, Enterprise High Web Shared views, Project updates Two-factor authentication
Custom Workflows Create tailored workflows for unique onboarding processes. Enterprise High Web Custom workflows, Process automation Encrypted workflows
Task Management Manage tasks with easy-to-use boards and lists for clear oversight. All plans Moderate Web Task boards, Lists Role-based access
Reporting & Insights Generate reports to track onboarding progress and client satisfaction. Enterprise Low Web Progress reports, Satisfaction tracking Data encryption

Languages Supported

GUIDEcx supports the following languages:

  • English

Pricing

Plan Price
Basic $29/user/month
Professional $49/user/month
Enterprise Custom pricing

Customer Support Options

  • Help Center
  • Email Support
  • Live Chat Support
  • Webinars
  • Dedicated Customer Success Manager (for Enterprise)

GUIDEcx Alternatives

Asana, Monday.com, ClickUp, Wrike, Smartsheet

Mobile App

GUIDEcx offers a mobile app available on both iOS and Android, providing key features for managing tasks on the go.

GUIDEcx User Reviews

We were up and running in just a week or two. We were able to easily import our existing project templates and then progressively enhance them using the GuideCX features. We coudl then easily share tasks with our customers, giving us visibility into their deliverables. The reporting features likewise made it easy for our leadership to get a birds-eye view of hotspots that needed attention.? cant think of anything we disliked. Sometimes it was hard for our team to figure out how to deal with project dependencies, but this was mostly a training matter.?GuideCX allowed us to manage project schedules while giving our customers visibility into their project schedules. It also allowed us to understand how our services team was.