Visibility to your processes, data, and customer onboarding is essential to your organization’s success—especially when it comes to project, task, and product management. This is because it plays a large role in improving the customer experience, something that can drive a significant amount of profit to your company. In today’s competitive market, the customer experience matters more than ever. For example, 67 percent of customers say that their standard for good experiences is higher than ever before, and 65 percent of US customers find a positive experience with a brand to be more influential than advertising.
Beyond providing ongoing support for your clients, first impressions make a big difference, which is why onboarding is a particularly important process. It sets your customers up for success and clearly communicates how valuable your products and services are. This is where visibility plays a big part in building trust with your clients. When they have insight into your processes and know what you are doing to help them achieve success, they will be more likely to build that positive relationship and learn to trust you.
However, it’s not always easy to provide that visibility to your customers. Automation, project management, and client onboarding software can help. If you’re looking for software solutions that will help you improve the customer experience, we’re here to help. Like our comparison of GuideCX and Process Street, we are going to compare GuideCX to ClickUp so you can make the best choice for your organization.
GuideCX and ClickUp have the same rating on G2: 4.7/5 stars. G2 uses the reviews of verified users in real time to calculate each score, which means these ratings are up to date and based on personal reviews from individuals who have actually used the platforms. So far, ClickUp has received 3,335 reviews, while GuideCX has received 114.
There are seven subcategories under the rating classification: Meets Requirements, Ease of Use, Ease of Setup, Ease of Admin, Quality of Support, Ease of Doing Business With, and Product Direction (% positive). Of these seven ratings, GuideCX has higher ratings in five ties with ClickUp for Product Direction. ClickUp data is on the left side while GuideCX data is on the right.
Based on these ratings, reviewers feel that GuideCX is easier to use, set up, administrate, and do business with, and offers a higher quality of support.
G2 also filters through reviews to feature the most helpful favorable and critical of them for each software. These are the most helpful favorable reviews according to G2:
- GuideCX: “We have been using GuideCX for quite some time now and couldn’t be happier. The tool helps keep our customers accountable by sending them reminders when tasks are stuck or late. It also helps keep my team accountable for managing their projects.”
- ClickUp: “My go-to for all things project management when it comes to freelancing and running my business.”
If you are seeking a specific client onboarding tool rather than another project management option, you should consider GuideCX. These personal reviews can help you find a solution with the features that are most important to you.
Features are one of the most important aspects of any great software. Both of these platforms offer a number of excellent capabilities that will help you foster a better experience for your customers. While these two options offer many of the same features, both a client onboarding and project management tool, GuideCX also has a number of unique efficiencies that, as only a project management system, ClickUp does not.
Some of the most important features offered by only GuideCX include the following:
- Designated CSM
- Login-free experience
- Mobile app capabilities
- Resource management
- Customizable updates via email
- Customizable views
- Internal vs. external task creation
- Unlimited contributors and guests
Additionally, both ClickUp and GuideCX offer the following:
- Onboarding/training provided
- Time tracking
- White labels
- Secure links
- Forecasted end dates
- Compliance with SOC 2
G2 also breaks down similar features shared by both platforms and includes ratings for each subcategory. For example, G2 has created nine categories of features for their comparison of GuideCX and ClickUp: Tasks for Project Management, Task Creation for Task Management, Projects for Project Management, Communication for Product Management, Task Management for Task Management, Resource Management for Project Management, Planning for Product Management, Project Monitoring for Project Management, and Workflow Management for Product Management. Each of these categories is broken down into subcategories with specific ratings, as you can see below.
While the two software options share many similarities when it comes to features, there are several G2 subcategories that GuideCX does not have enough data for. This is because ClickUp is primarily a project management system, while GuideCX focuses on the client onboarding process. One of these solutions may be the perfect addition to your company based on what you are looking for.
The majority of ClickUp reviewers fall into the “other” category; however, they also have reviewers from marketing and advertising, computer software, information technology and services, management consulting, and design. GuideCX too has reviewers from computer software and information and technology and services, but they also work in the hospital and health care, telecommunications, and automotive industries.
If you’re looking for a solution with experience in your industry, you may want to consider which industry leaders review your software of choice prior to investing in it.
Both GuideCX and ClickUp integrate with your favorite applications: Jira, Hubspot, Slack, and Salesforce. They also offer additional integrations through Zapier and their API. That way, you can connect to, share, and leverage data from thousands of outside systems without the hassle of jumping between them.
You don’t have to decide between your current system and a new one; you can reap the benefits of both to create a more seamless experience for your customers and employees through seamless integration.
Free Trials and Pricing
GuideCX offers a free 14-day trial and demo so that you don’t have to commit blindly. And after the two-week trial, they offer three pricing packages, each of which includes the first four packages: Professional, Premium, and Enterprise. These packages also offer unlimited collaborators and guests for the most effective collaboration possible.
- Professional includes a customer-facing portal and whitelist options in addition to private internal communication.
- Premium, the most popular package, includes third-party integrations. It allows for basic time tracking and resource management.
- Enterprise includes advanced time tracking, resource management, unlimited contributors and guests, and custom options for use. Like the other two packages, all internal, external, and third-party contributors are included.
For pricing information, GuideCX encourages all interested parties to reach out to their sales team.
ClickUp similarly offers a free package that you can try out before you commit. This package includes 100 MB of storage, unlimited tasks, and unlimited users; however, it does not allow you to access many of their highest-rated features. They also offer two additional pricing packages: Unlimited and Business.
- Unlimited is priced at $5/user and includes unlimited storage and spaces; all reporting; Google Drive, Dropbox, and OneDrive access; unlimited custom fields; and goals and portfolios.
- Business is $9/user and offers everything in the Unlimited package, plus Google SSO, advanced exporting, share portfolios, goal folders, and more.
While ClickUp offers a couple of unique pricing options, they charge per user. On the other hand, GuideCX only charges for administrations and project managers. Clients, contributors, employees, and third party contributors have free access.
Overall, both ClickUp and GuideCX are excellent options for improving the customer experience and offering more visibility into your processes. However, if you’re looking for a client onboarding platform, GuideCX is the perfect solution for you, as it will increase your time to value and allow you to communicate with your customers more easily and positively than ever before.
Reach out to us today to learn more about how GuideCX is ready to take your business to the next level.