Overview
What is GUIDEcx?
GUIDEcx is a client onboarding and implementation platform that keeps clients at the center of every project by providing complete visibility into the work.Features include:Customer Dashboard - To manage customers with a high-level overview of their active projects, and gain…
Pricing
What is GUIDEcx?
GUIDEcx is a client onboarding and implementation platform that keeps clients at the center of every project by providing complete visibility into the work. Features include: Customer Dashboard - To manage customers with a high-level overview of their active…
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Integrations
- Tech Details
What is GUIDEcx?
Features include:
- Customer Dashboard - To manage customers with a high-level overview of their active projects, and gain insight into customer health via consolidated CSAT scores and aggregated task or project statuses.
- CSAT - Get valuable insights into how customers feel during and after their onboarding experience, enabling decisions to modify processes to deliver more customer service and value.
- Integrations Marketplace - For available integrations, and in addition to showing the available integrations, the marketplace will also show connections already made so providers can self-manage.
- Status Change Reasons - To track why a project is on hold, delayed or canceled and identify areas that require additional attention, mitigate risks for project delays and keep key stakeholders informed throughout the process.
UIltimatelyGUIDEcx enables users to:
- Invite everyone to the project—internal resources, customer teams, and third-party vendors.
- Guide each step and stay on track with automated tasks, reminders, and updates.
- Engage teams by enabling them to interact with the project in the way they prefer. They can complete tasks, view status, send updates, make notes, and more —through the portal, email, or mobile app.
GUIDEcx Videos
GUIDEcx Integrations
GUIDEcx Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
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GuideCX is a powerful tool that has solved numerous business problems for its users. With its streamlined customer onboarding process, GuideCX provides transparency and clarity, making it easier for businesses to effectively onboard their clients. The software's communication, organization, and standardization features have been highly appreciated by users, as they report that reporting to leadership and designing repeatable processes has become much easier. Additionally, the availability of templates allows for the segmentation and grouping of similar projects, reducing the need for manual intervention.
Automation plays a crucial role in the success of GuideCX, as it streamlines the onboarding process. Users have praised the automation features as they enable smoother project progress with clearly defined task responsibilities and full visibility into the status of each project. Moreover, GuideCX helps manage multiple onboarding projects simultaneously and across different time zones. Users admire the ability to hold task assignees accountable and track hours purchased versus consumed on a customer-by-customer basis, allowing for better team workload assessment.
GuideCX doesn't stop at project management; it also empowers companies to stay on top of projects, manage tasks, and monitor third-party users during onboarding and launches. By providing templates and processes, GuideCX reduces onboarding durations and improves quality scores by aligning teams and customers in real-time. The software offers insight into the implementation process, aiding in training internal teams and facilitating consistent communication with customers. Users appreciate having many questions answered before they are asked, keeping clients involved in project progress.
GuideCX's impact extends further by helping identify customers who may need extra support during implementation. It facilitates proactive contact to get them back on track before any hiccups occur. Furthermore, GuideCX enables the building of a defined and consistent onboarding process that ensures improved customer experience and tracking of project milestones. This leads to efficient time tracking during management meetings, where project managers can assess time spent on projects, individual tasks' ownership and bandwidth.
The software promotes transparency and accountability for both internal and external stakeholders, resulting in faster turnaround times and streamlined communication. Users have reported that GuideCX has transformed their businesses into well-oiled machines by managing all the steps required for setting up and implementing new customers. Repetitive actions are streamlined, saving time and improving overall efficiency. The consolidation of project-related information not only saves time but also prevents confusion, allowing for easy adjustment and communication.
GuideCX offers a centralized platform that enhances productivity, as all team information, calendar links, and contact details are consolidated in one place. It strengthens
Intuitive User Interface: Users have consistently praised GUIDEcx for its intuitive user interface, with many stating that it is easy to navigate and saves time during implementation. The clean and efficient design allows for quick completion of tasks, contributing to a seamless onboarding process.
Customer Support: Users highly appreciate the customer support provided by GUIDEcx, with reviewers consistently commending the helpfulness, responsiveness, and professionalism of the GuideCX team. Many users find the support team always willing to assist in resolving any issues and providing effective solutions. The quick response time and informative interactions through chat or phone conversations are particularly appreciated.
Consolidation and Streamlining of Work: The ability to consolidate and streamline work through task grouping and checklists is highly valued by users. This feature allows for efficient organization and increased productivity. Users find it easy to stay organized and communicate effectively, even if they are not tech-savvy individuals.
Confusing and overwhelming user interface: Several users have found the user interface of GuideCx to be confusing and overwhelming, with some mentioning that it can create extra clicks and make the software feel busy. The UI views have been described as overwhelming at times, especially for clients who struggle with registration.
Difficulties with navigation: Users have expressed concerns about difficulties with navigation in GuideCx. Some reviewers have mentioned slow performance and the need for better lookup and search options. Multiple users have stated that simple actions often require multiple clicks, resulting in a time-consuming experience.
Lack of flexibility in user permissions and project editing: Some users feel that GuideCx lacks flexibility when it comes to user permissions and project editing. This limitation has hindered complex onboarding processes for certain users. Additionally, limitations in bulleting and copy-pasting with links have been reported, impacting efficiency.
Users highly recommend GuideCX for automating onboarding and other customer service processes to save time and money. They suggest mapping out the process before getting started with GuideCX and evaluating requirements to adapt previous practices. Users also recommend GuideCX for better time management in onboarding and project management. They find GuideCX user-friendly and highly praise the support team's quick response. Users advise utilizing GuideCX Onboarding for help with setup and best practices, taking the training courses, and diving into the tool. They suggest doing research and knowing exact needs before choosing a package, as well as requesting a demo that includes getting started to see how easy it is to administer GuideCX. Users recommend presenting various onboarding processes to GuideCX for explanation of how use cases can be satisfied. They highly recommend trying GuideCX on a few projects to experience the ease and simplicity it offers. Users also highly recommend GuideCX for customer-facing project management and onboarding.
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