Work is remote, and to some, document collaboration and consistency is more difficult than ever.
But, there are some tools that aim to create a virtual unified workspace to close the gap between customers, customer onboarding, and project status tracking.
GUIDEcx is one of those tools.
Today, I will uncover:
- What GUIDEcx is and how it can benefit customer experiences,
- Compare it to other collaborative customer onboarding platforms and share user reviews,
- And answer the most frequently asked questions.
Let’s get into it:
What is GUIDEcx?
GUIDEcx is a client onboarding and implementation software that helps you with customer engagement and implementation projects.
GUIDEcx is a customer relations-oriented tool, and the list of features it provides leans more towards project success between multiple parties rather than being an internal training tool.
So unlike ClickUp or Smartsheets, this tool really puts the focus on every one that is included in your external projects.
So if you are struggling to keep track of actions that are being taken by your team or external stakeholders, then using GUIDEcx could be a literal lifesaver for your time and projects.
Also, you can create your own templates for workflows and projects within the tool to keep all projects consistent, and easier to follow.
The biggest downside of GUIDEcx is, though, the fact that there is so much to do that you may get lost in the details. Customers have reported that the UI of GUIDEcx is difficult to uncover, and it takes a lot of time and effort to get used to it.
- Starter Plan: $100/month/license, a minimum of 4 licenses required.
- Professional Plan: Custom quotation available via sales demo.
- Premium Plan: Custom quotation available via sales demo.
- Advanced Plan: Custom quotation available via sales demo.
“I love being able to reach out to the team when needed and receive great information, a friendly chat, or a think tank conversation by phone on how we can use the software to its full advantages.”
“There are some rigid rules for marking projects late and it has taken some finagling to understand the best way to organize our templates to make use of the different status options.”
Top GUIDECX Alternatives
Here are the top 5 alternatives to GUIDEcx:
I’ll go over each tool, compare it to GUIDEcx, and talk about which cases they should be preferred. So, without further ado, let’s start with our first product:
monday.com is a software company that offers its users a cloud-based platform so they can make the most out of project management software.
Essentially a Work OS (operating system), monday.com grants a great service to its users due to its multifaceted nature, which involves various use cases: project management, marketing management, customer relationship management, team management, and task management.
With the features they create, teams can design custom workflows, track these workflows and projects, visualize data, and perform real-time collaboration on complex projects.
Owing to monday.com’s several key features, you’ll only need 3 simple steps to hop in to start your journey:
- Firstly, you pick the template that suits your use case—you can customize it according to your workflow anytime you want.
- Then, visualize the information you need within the template. Feel free to add texts, numbers, locations, and links in the columns.
- Next, invite your team to collaborate on project timelines, project views, or project roadmaps.
- Free Plan: €0 (up to 5 seats)
- Basic Plan: €8/user per month when billed annually
- Standard Plan: €10/user per month when billed annually
- Pro Plan: €16/user per month when billed annually
- Enterprise Plan: For this plan, please contact monday.com’s sales team.
“Is easier to use, because i can connect my email or connect with a track email my differentes tasks to do, i can upload my important files and i can see in diferent devices include my cellphone and tablet, is a good form to organize all of my data”
“The downside for us is that some store staff (at a shop assistant level) see it as a hindrance more than a help because they don’t see the full picture of the senior management structure. I believe this to be because it is viewed as a corporate tool.”
Wrike is a project management app that offers its help to marketing teams, customer service teams, and many more.
As a task-centralized workspace, Wrike provides third-party integrations even as free plan features, such as Google Drive, Dropbox, OneDrive, and Office 365.
Wrike offers you an interactive page of its own for the features it has, called Wrike Discover – which even offers lessons so that users can quickly get themselves on board.
Despite the features above, Wrike might not be able to offer assistance to every concern of yours as its key features are not as extensive as other collaboration tools, especially the chat features that could fall short.
- Free Plan: $0
- Team Plan: $9.80/month per user
- Business Plan: $24.80/month per user
- Enterprise Plan: For this plan, please contact Wrike’s sales team.
- Pinnacle Plan: For this plan, please contact Wrike’s sales team.
*All the plans above include a 14-day free trial, making it possible to try them out before committing to an annual purchase.
“Wrike offers a comprehensive solution for managing feature, activity and milestone dependencies in the product roadmap. It allows you to efficiently allocate resources and manage schedules by identifying key points and potential bottlenecks.”
“The dependency management functionality of the platform may not be as robust as expected in these cases. Also, since Wrike is a cloud-based platform, users without an internet connection may have difficulties accessing their project data and information.”
Smartsheet is a work management application that displays vital features of each project management app, such as task assignment, project progress tracking, and file sharing.
One particular thing separates Smartsheet from the others: its tabular look.
As it resembles Excel, people who’ve spent some time on Excel will already be familiar with its intuitive interface.
However, if you aren’t familiar with Excel, you might need proper training to get used to this cloud-based project management tool – as its design isn’t like your ordinary project management tool with a user-friendly interface.
BUT if you’re accustomed to Excel and like it from the start, then Smartsheet might make the best GUIDEcx alternative for you as they’re both practical tools that aim to increase productivity with many powerful features.
- Free Plan: Free for small teams.
- Pro Plan: $7/user per month when billed annually (minimum 1 user, up to 25 users)
- Business Plan: $25/user per month when billed annually (minimum 3 users)
- Enterprise Plan: For this plan, please contact Smarthsheet’s sales team.
*All the plans above include a 30-day free trial, making it possible to try them out before committing to an annual purchase.
“Smartsheet is incredibly powerful and versitile while remaining easy to learn and use. I really appreciate how much “self help” training content is available and how generous the Smartsheet community is in sharing solutions.”
“Occasionally, I have faced difficulties in performing data/number sums when going down to one or two sub-task levels. However, it is important to note that this difficulty may be due to user error, as I have not had the opportunity to delve deeper into the subject or consult manuals and references.”
ClickUp is another platform that allows all kinds of teams to easily plan, manage, and track their work with the project tracking feature.
This work can be your time, tasks, clients, and even your everyday actions; it is possible to use ClickUp as your personal planner.
Although ClickUp makes a good alternative to GUIDEcx, there is one specific area that ClickUp users suffer from speed. Many of its users are complaining about pages taking a while to load, causing a slowdown in their overall process.
Also, the fact that ClickUp’s time tracking feature isn’t the most user-friendly one, if you need proper tracking for repetitive tasks, then ClickUp isn’t the one for you.
- Free Plan: $0
- Unlimited Plan: $5/month per user when billed annually
- Business Plan: $12/month per user when billed annually
- Business Plus Plan: $19/month per user when billed annually
- Enterprise Plan: For this plan, please contact ClickUp’s sales team.
*The Unlimited and Business plans above include a 30-day free trial, making it possible to try them out before committing to an annual purchase.
“I like almost everything of all of the features available, including the tags, I can tag people and other lists as well in new listing, I also like the features of the progress/status of each project.”
“What I dislike yet is that I can’t import batch files/leads with with the same format from my existing template in CRM including dropdown, colors, maps location.”
Rocketlane is a Collaborative Customer Onboarding Platform that provides a customer portal for you and your clients to be on the same page.
The best thing about Rocketlane, and what it makes it stand out from competitors, is the fact that you can create unlimited projects, and you will have to pay by the user rather than the number of projects.
The tool gives you a 360-degree view of your project, where each stakeholder stands, and what progress has been made.
According to Rocketlane, it enables you to:
- Hold your customer accountable,
- Deliver a consistent experience,
- Bring all your project activities into one space,
- Give crystal clear visibility across teams,
- Get insights that help you improve consistently,
- And increase the productivity and throughput of your team.
- Essentials Package: $19/member/month on annual payment, minimum 5 team members
- Standard Package: $49/member/month on annual payment, minimum 5 team members
- Premium Package: $69/member/month on annual payment, minimum 5 team members
- Enterprise Package: Starting from $99/member/month on annual payment, a minimum 5 team members
“I love how customizable the Rocketlane features are. Rocketlane has made managing collaborative projects with my clients so much easier. — Even as a team of one.”
“The inability to have a subproject the way we need it. Its a very unique situation where we launch a brand and then that brand has multiple locations that launch over weeks or months depending upon the client.”
Frequently Asked Questions
Who should use GUIDEcx?
Teams that need collaboration and project management tools, such as product teams and freelancers, should use Rocketlane.
How much does GUIDEcx cost?
The starting price for GUIDEcx is $100 per month per user. Since there is a minimum requirement of 4 users, the monthly starting price adds up to $400/month.
What are the top alternatives to GUIDEcx?
The top alternatives to GUIDEcx are monday.com, Wrike, Smartsheet, ClickUp, and Rocketlane.