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GUIDEcx
Draper, Utah, United States
What it is
GUIDEcx is customer onboarding software for teams managing implementation projects with customers. Its shared workspace includes onboarding portals, project views, task and email automation, and forecasted end dates. Customers can open a responsive project portal through a secure link without creating an account or logging in. AI features include project risk scoring and mitigation plans, project performance recaps, and resource dispatching based on capacity and skills. Listed integrations include Salesforce, HubSpot, Gainsight, Slack, Microsoft Teams, Jira, NetSuite, and Zendesk; Recipe Builder connects to other systems. An Open API supports custom integrations, and API access is listed with Premium. GUIDEcx offers web, iOS, Android, and API platforms; its mobile apps support project collaboration, task updates, and alerts. The company says it is SOC 2 compliant, encrypts data, and supports SSO for Premium and Advanced users. All tiers include in-app support tickets; Premium adds live chat and a named customer success manager. GUIDEcx says setup and onboarding take around 45 days on average, depending on implementation complexity. Pricing is available on request; there is no free plan or free trial.
For and against
For
- Customers can access portals without creating an account.
- AI features include project risk scoring and mitigation plans.
- Mobile apps support task updates and alerts.
- All tiers include in-app support tickets.
Against
- Pricing is available on request.
- There is no free plan or free trial.
- Setup and onboarding average around 45 days.
The verdict
GUIDEcx combines project coordination with customer access through a shared onboarding workspace, backed by mobile apps and listed integrations. Teams should account for its stated implementation timeline and request pricing from the maker.
Who it suits
GUIDEcx suits teams coordinating customer onboarding and implementation projects, including SaaS companies, EdTech providers, and design agencies. It is relevant to teams that want customers to collaborate through a shared project portal.
Plans and prices
Advanced
Unlimited projects · Unlimited customers · Includes Premium · Additional 250k automation tasks
Read 5 Oct 2026 · guidecx.com
Premium
Unlimited projects · Unlimited customers · Includes Starter · Workato subscription with 250k automation tasks
Read 5 Oct 2026 · guidecx.com
Starter
Unlimited projects · Unlimited customers
Read 5 Oct 2026 · guidecx.com
On the record
- AI features
- Its AI features include project risk scoring and mitigation plans, project performance recaps, and resource dispatching based on capacity and skills.guidecx.com · read 5 Oct 2026
- API
- GUIDEcx offers an Open API for custom integrations, and its pricing page lists API access with Premium.guidecx.com · read 5 Oct 2026
- Company history
- GUIDEcx says Peter Ord founded the company in 2017.guidecx.com · read 5 Oct 2026
- Customer access
- Customers can access a responsive project portal through secure links without creating an account or logging in.guidecx.com · read 5 Oct 2026
- Implementation
- GUIDEcx says setup and onboarding take around 45 days on average, depending on implementation complexity.guidecx.com · read 5 Oct 2026
- Integrations
- Listed integrations include Salesforce, HubSpot, Gainsight, Slack, Microsoft Teams, Jira, NetSuite, and Zendesk; Recipe Builder connects to other systems.guidecx.com · read 5 Oct 2026
- Intended users
- The product is aimed at teams running customer onboarding and implementation projects, including SaaS companies, EdTech providers, and design agencies.guidecx.com · read 5 Oct 2026
- Mobile app
- GUIDEcx offers iOS and Android apps for project collaboration, task updates, and alerts.community.guidecx.com · read 5 Oct 2026
- Project management
- The platform includes onboarding portals, task and email automation, project views, and forecasted end dates.guidecx.com · read 5 Oct 2026
- Purpose
- GUIDEcx is customer onboarding software that helps teams manage implementation projects and collaborate with customers through a shared workspace.guidecx.com · read 5 Oct 2026
- Security
- GUIDEcx states that it is SOC 2 compliant, uses data encryption, and supports SSO for Premium and Advanced users.guidecx.com · read 5 Oct 2026
- Support
- All tiers include in-app support tickets, while Premium includes live support chat and a named customer success manager.guidecx.com · read 5 Oct 2026
