GUIDEcx
GUIDEcx is customer onboarding software for teams managing implementation projects with customers.
What GUIDEcx 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 dispatch based on capacity and skills. Listed integrations include Salesforce, HubSpot, Gainsight, Slack, Microsoft Teams, Jira, NetSuite and Zendesk; Recipe Builder and an Open API support connections to other systems. GUIDEcx offers web, iOS, Android and API platforms, with mobile apps for 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, while Premium adds live chat and a named customer success manager. Pricing is on request, and setup averages around 45 days depending on implementation complexity.
Good
- Secure customer portal needs no account login
- Task and email automation included
- AI features include risk scoring and mitigation plans
- iOS and Android apps available
- All tiers include in-app support tickets
Watch out
- No free plan
- No free trial
- Pricing is available on request
- Setup averages around 45 days
Who it suits
GUIDEcx is aimed at teams running customer onboarding and implementation projects, including SaaS companies, EdTech providers and design agencies. It may suit teams that want customers to access project work without account creation.
Verdict
GUIDEcx combines customer-facing project access with task management, automation and integrations. Teams should account for the quoted pricing and implementation time when evaluating it.
Plans and prices
From GUIDEcx's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Advanced | Priced on request | Unlimited projects · Unlimited customers · Includes Premium · Additional 250k automation tasks · Speak to Sales for pricing |
| Premium | Priced on request | Unlimited projects · Unlimited customers · Includes Starter · Workato subscription with 250k automation tasks · Speak to Sales for pricing |
| Starter | Priced on request | Unlimited projects · Unlimited customers · Speak to Sales for pricing |
The facts
Each one read from GUIDEcx's own pages, with the date it was checked.
What it does
- AI features
- Its AI features include project risk scoring and mitigation plans, project performance recaps, and resource dispatching based on capacity and skills.checked 5 Oct 2026
- API
- GUIDEcx offers an Open API for custom integrations, and its pricing page lists API access with Premium.checked 5 Oct 2026
- Customer access
- Customers can access a responsive project portal through secure links without creating an account or logging in.checked 5 Oct 2026
- Implementation
- GUIDEcx says setup and onboarding take around 45 days on average, depending on implementation complexity.checked 5 Oct 2026
- Integrations
- Listed integrations include Salesforce, HubSpot, Gainsight, Slack, Microsoft Teams, Jira, NetSuite, and Zendesk; Recipe Builder connects to other systems.checked 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.checked 5 Oct 2026
- Project management
- The platform includes onboarding portals, task and email automation, project views, and forecasted end dates.checked 5 Oct 2026
- Purpose
- GUIDEcx is customer onboarding software that helps teams manage implementation projects and collaborate with customers through a shared workspace.checked 5 Oct 2026
- Security
- GUIDEcx states that it is SOC 2 compliant, uses data encryption, and supports SSO for Premium and Advanced users.checked 5 Oct 2026
- Support
- All tiers include in-app support tickets, while Premium includes live support chat and a named customer success manager.checked 5 Oct 2026
The company
- Company history
- GUIDEcx says Peter Ord founded the company in 2017.checked 5 Oct 2026
- Founded
- 2017checked 28 Sep 2026
- Headquarters
- Draper, Utah, United Stateschecked 28 Sep 2026
Where it runs
- Mobile app
- GUIDEcx offers iOS and Android apps for project collaboration, task updates, and alerts.checked 5 Oct 2026
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