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GUIDEcx is a platform that helps you collaborate with customers and third parties during onboarding. It lets you track progress, forecast end dates, and reduce onboarding time. Explore more about GUIDEcx software and its capabilities.

GUIDEcx Specifications

Time Tracking

Task Management

Reporting

Budget Management

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What Is GUIDEcx?

Overview

GUIDEcx is project management software designed to streamline workflows and client onboarding. It allows users to easily track project progress, collaborate with team members, and ensure the timely delivery of projects. The software offers time tracking, process automation, and other features.

What Is GUIDEcx Best For?

GUIDEcx software is renowned for its automation capabilities. Project managers can automate various processes with it, saving time and ensuring workflow consistency. Users can also streamline repetitive tasks, eliminate manual data entry, and reduce the risk of human error.

GUIDEcx Pricing

The following are the pricing plans:

  • Starter - $143/license
  • Premium - Customized
  • Advanced - Customized
The pricing offered by the software caters to various organizations and their evolving needs. Request for a custom GUIDEcx cost.

Disclaimer: The pricing is subject to change.

GUIDEcx Integrations

The software integrates with third-party applications, including:

How Does GUIDEcx Work?

Here's how you can navigate the dashboard and make use of the software's features:

  • Log in with the credentials and access the dashboard
  • Create a new project file and define milestones and tasks to outline the scope
  • Assign team members to specific tasks and track their progress
  • Utilize the built-in communication tools to collaborate with team members and stakeholders
  • Monitor project timelines and adjust as needed to ensure timely project completion
  • Generate detailed reports to gain insights into project performance and identify areas for improvement
Watch a free GUIDEcx demo and learn more about its capabilities.

Who Is GUIDEcx For?

The project management software is suitable for organizations of all sizes in multiple industries, including:

  • SaaS
  • Healthtech
  • EdTech
  • Automobile
  • Fintech

Is GUIDEcx Right For You?

If you're searching for software equipped with essential tools for planning, executing, and monitoring projects, GUIDEcx could be an ideal option. It's a valuable consideration for organizations aiming to streamline project management. GUIDEcx is SSL/TLS compliant, ensuring data safety.

If you're uncertain about its suitability for your needs, contact us at (661) 384-7070. Our customer support team is ready to assist you in making the best decision.

GUIDEcx Features

Project managers leverage GUIDEcx's advanced reporting feature to generate detailed reports showcasing progress, task completion, and key performance indicators. This functionality enables granular analysis of project data, facilitating effective monitoring and evaluation.

how it worksSee How It Works

With GUIDEcx, users effortlessly monitor time spent on specific tasks and allocate resources efficiently, ensuring optimal utilization. Clear visibility into resource availability and workload empowers project managers to assign tasks effectively, balance workloads, and prevent resource conflicts.

how it worksSee How It Works

GUIDEcx's customer engagement portal serves as a centralized platform, providing clients easy access to project information, progress monitoring, and feedback submission. This fosters transparent communication by keeping clients informed about project updates, milestones, and deliverables.

how it worksSee How It Works

The software includes pre-designed templates that users can modify, ensuring consistency and efficiency. Customizable templates support standardized processes, capture essential information, and streamline project initiation and execution.

how it worksSee How It Works

GUIDEcx facilitates real-time messaging and commenting, promoting seamless collaboration and information sharing. Users can communicate easily with team members, clients, and stakeholders, eliminating scattered email threads or disjointed communication channels. Additionally, the software offers scheduling and notification reminders to keep users updated.

how it worksSee How It Works

Pros and Cons of GUIDEcx

Pros

  • Collaborative platform
  • Time and cost savings
  • Cloud-based accessibility
  • User-friendly interface

Cons

  • Limited customization
  • Minor bugs and glitches
  • Initial learning is required, according to some reviews

GUIDEcx Pricing

Starter

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What's Included

  • Persona-Based Project Experiences

  • White Labeled Customer Portal

  • Mobile App (Apple & Android)

  • Customer Login via Magic Link

  • Intelligent Forecasted End Date

  • Sign Off & Approval

  • Gantt, List, and Board Views

  • Actionable emails

  • At-Risk task Workflow

  • Custom Fields

Premium

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What's Included

  • Professional features, plus

  • Custom Integration Builder (Native iPaaS Solution)

  • Native Integrations: Gainsight, Jira, Slack, Zendesk

  • Professional Services Technical Integrations Assistance, Training, Template Audits (Full List Available)

  • Named CSM

Advanced

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What's Included

  • Premium features, plus

  • Advanced Time Tracking

  • Resource Management

  • Program Management Dashboard (Manage Multi-location/product/services installations)

  • Single Sign-On

  • Custom Report Building

  • Partnership Portal

GUIDEcx Reviews

Overall Rating

5

2 Review(s)

Rating Distribution

5

star

(2)

4

star

3

star

2

star

1

star

October 2023

Two thumbs up!

Juliet

Real Estate

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

Integrating into Salesforce has been a game-changer for me. It allows me to connect projects, stay on track and have complete visibility on where each new client is in the process. The help desk support is exceptional, and I find the resources and classes provided to be highly beneficial for continuous learning and improving our processes.

Cons

Currently, there are no issues to report. We have revised and improved our processes since initially starting with GCX, and it has made a tremendous difference.

October 2023

Scalable and customizable

Emma

Information Technology and Services

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

GuideCX has been an invaluable tool for our customer onboarding process. It has streamlined our operations and provided us with more capacity as we continue to grow. Both internally and with our clients, we find the tool user-friendly. We also like the flexibility it offers as it allows our customers to interact solely through email while keeping all the important information centralized within the platform. As an admin, the reporting and insights provided by the tool are highly valuable. They help us identify any delays or risks and highlight opportunities for process optimization. The ability to easily recreate and adapt templates within the tool has made the onboarding process seamless for different experiences, such as different product types and client types. It keeps our team organized and on track with minimal effort. I must mention that the GuideCX team is fantastic. Their attentiveness, responsiveness and enthusiasm have made the onboarding experience and continued usage of the tool truly enjoyable.

Cons

One area where we would love to see improvement is in the system for managing tasks beyond the launch or go-live phase. The tool is primarily designed for onboarding processes, but we have some post-onboarding follow-ups that would greatly benefit from being managed within the tool. The GuideCX product team is actively exploring solutions in this area.

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Frequently Asked Questions

Yes, GUIDEcx has an API available for use.