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 architecture
- API-first and agent-ready infrastructure lets AI access onboarding data and take action.checked 15 Nov 2026
- AI dispatching
- Tasks are matched to team members by capacity, skills and workload.checked 15 Nov 2026
- 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
- AI forecasting
- Forecasts update project end dates using live project data.checked 15 Nov 2026
- AI project risk coaching
- RAG Agentic Coach reviews project data, scores risk Red/Amber/Green and prescribes mitigation plans.checked 15 Nov 2026
- AI risk guidance
- AI monitors projects, assigns health status and generates mitigation plans.checked 15 Nov 2026
- API
- GUIDEcx offers an Open API for custom integrations, and its pricing page lists API access with Premium.checked 5 Oct 2026
- API capabilities
- REST API creates and updates projects, manages tasks and automates onboarding workflows.checked 15 Nov 2026
- Automated project launch
- Can automatically launch onboarding projects when deals close and send assignment and reminder emails.checked 15 Nov 2026
- Automated reminders
- Follow-up reminders are sent when tasks unlock, before due dates and after overdue dates.checked 15 Nov 2026
- Customer access
- Customers can access a responsive project portal through secure links without creating an account or logging in.checked 5 Oct 2026
- Customer onboarding focus
- GUIDEcx is a client onboarding and project management platform for internal and customer teams.checked 15 Nov 2026
- Customer portal
- Provides a dedicated customer workspace with tasks, deadlines, progress and no-login access.checked 15 Nov 2026
- Customer workspace
- Customers receive a dedicated branded workspace with tasks, deadlines, progress and messaging.checked 15 Nov 2026
- File attachments
- Project and task attachments can be uploaded by customers and third parties; files are limited to less than 50 MB each.checked 15 Nov 2026
- Implementation
- GUIDEcx says setup and onboarding take around 45 days on average, depending on implementation complexity.checked 5 Oct 2026
- Implementation time
- Most teams are live within 30–45 days.checked 15 Nov 2026
- Integrations
- Integrates with Salesforce, HubSpot, Microsoft Dynamics and other CRMs; can trigger projects and push data back.checked 15 Nov 2026
Money
- AI-generated plans
- Customer responses can generate personalized projects with selected phases and tasks.checked 15 Nov 2026
- Free trial
- No free trial is currently offered; demos are available.checked 15 Nov 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
- Customer onboarding platform
- GUIDEcx is a client onboarding platform for managing onboarding projects and collaborating with customers.checked 15 Nov 2026
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