GuideCX

By GuideCX

★ 4.8 · 42 reviews Client Onboarding Software Onetime(Perpetual License)

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About

GuideCX is a customer-centric project management software that is used for onboarding teams. It is a smart solution that reduces go-time by nearly 30%. It works in a way that customers are kept in the loop, thus improving satisfaction and outcomes. With the tool, teams know what needs to be done, who is accountable, and who needs help, while external customers know what to expect and with whom to communicate. This increases team efficiency and bandwidth, which leads to greater output and satisfaction. Users can map out their process and funnel pre-designed templates into a single project plan. It allows users to customize tasks to account for various stages as well. With the tool, users can white-label GuideCX's product with their brand for customers, third parties, and vendors. Users can manage their expectations and workflow with automated communication, making things simple. The tool provides insights into what is happening with progress reports and automated email notifications. Users can analyze their project

Pricing

GuideCX

USD0

Client Onboarding
Internal teams
Customer experience
Client Onboarding
Internal teams
Customer experience

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User Reviews + Write a Review

David C

★★★★☆

"Convenient, smart solution"

What do you like best? I love the logical structure of the UI, and the attention to detail. Being able to see the tasks and edit them gives a better experience for me as a user. In addition, I like the ongoing support we get from GuideCX'...

Jennifer M

★★★★☆

"Easy to use Project Management system"

What do you like best? Easy to set up projects and track. Easy to create specific templates based on project types. What do you dislike? Reporting capabilities could be expanded. Ability to better format notes and sign-o...

Sonia M

★★★★☆

"Great tool, could use some improvement"

What do you like best? The concept of project management, the tasks and the ownership each party can have. What do you dislike? There are no reminders that can be put on each task and private notes. Recomme...

Davis J

★★★★☆

"Intuitive, Customer friendly, simple solution."

What do you like best? I love the simple functionality! I love that I can assign customer tasks, and get notified if they're stuck or have questions. What do you dislike? The inability to add attachments in the notes sec...

Zsófia S

★★★★☆

"Great tool!"

What do you like best? The best feature is the project plan and how it is customizable. What do you dislike? PDF-s or other text files cannot be uploaded. Recommendations to others considering the product: ...

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Frequently Asked Questions

How much does GuideCX cost? ▼

GuideCX offers 1 pricing plan(s):

GuideCX — USD0.00

Does GuideCX offer a free trial? ▼

GuideCX does not currently offer a free trial.

What support does GuideCX provide? ▼

GuideCX provides Business Hours,Online (Ticket) support.

Is GuideCX cloud-based or on-premise? ▼

GuideCX is Cloud Hosted software.

What training resources does GuideCX offer? ▼

GuideCX provides Help Guides,Blogs,Video Guides for training.

Company GuideCX

HQ Draper,

Starting price Free

Deployment Cloud Hosted

Languages English

Free Trial Not Available