GuideCX vs. Planhat

By Belle Ferro
Dec 8, 2021

The customer experience has become an essential part of any organization’s success. Not only are 86 percent of buyers willing to pay more for a great customer experience, but improving your customer experience is also an excellent opportunity to earn more revenue. In fact, there could be up to an 80 percent increase in revenue for businesses that turn their focus toward improving the customer experience.

One of the most important aspects of creating a great customer experience is making the best first impression possible—and that means providing a wonderful customer onboarding experience. So, think about it: What are you currently doing to ensure that your client onboarding is helping you put your best foot forward? If you’re looking for an easy way to improve client onboarding without the overwhelming expectation to transform your processes alone, implementing software dedicated to the process could be perfect for your organization!

Finding the right software for your team and organization is no easy feat, which is why we’re here to help. Like our comparison of GuideCX and Smartsheet, we’re going to be breaking down the major differences between two of the most popular software solutions: GuideCX vs. Planhat. Let’s dive into these platforms’ ratings, categories, features, integrations, pricing, and more.

Ratings

With 204 and 122 reviews respectively, Planhat and GuideCX both have an overall rating of 4.7/5. These G2 ratings are not only calculated using verified users, but they are also consistently updated to reflect real-time data, enabling all users to make the best decision for their organization. 

Alongside the overall rating G2 assigns each software, they also have a breakdown of some of the most important aspects of any tech solution, including the following seven categories:

  • Meets Requirements
  • Ease of Use
  • Ease of Setup
  • Ease of Admin
  • Quality of Support
  • Ease of Doing Business With
  • Product Direction (% positive)

You can find a breakdown of how GuideCX vs. Planhat compare in terms of these subcategories below. 

As you can see, GuideCX has higher ratings in five of the seven categories: Ease of Use, Ease of Setup, Ease of Admin, Quality of Support, and Ease of Doing Business With. This means that users think GuideCX is easier to use, set up, and administer. Reviewers also preferred doing business with GuideCX overall, including when it comes to comparing the quality of ongoing product support.

Advantage: GuideCX

 

Distinct Categories

While both GuideCX and Planhat are categorized as Client Onboarding solutions, they each have their own unique categories as well. Planhat is also considered part of the following categories:

  • Customer Success
  • Subscription Revenue Management
  • Customer Revenue Optimization

On the other hand, GuideCX is categorized as the following:

  • Project Management
  • Task Management
  • Product Management
  • Workflow Management

Based on the tools you’re looking for in a new software, GuideCX and Planhat both offer powerful features that could be right for your organization. 

Advantage: Tie

 

Features

G2 also breaks down software according to the most important features based on the two options being compared. For GuideCX and Planhat, G2 breaks down the features according to the following categories:

  • Onboarding Setup for Client Onboarding Software
  • Project Tracking for Client Onboarding Software
  • Customer Engagement for Client Onboarding Software

Each of these categories also contains the most relevant subcategories, which you can find in ratings for in the breakdown below. 

On top of the features chosen by G2, the platforms also have additional capabilities unique to them. Both GuideCX and Planhat have the following features, which are essential to great client onboarding software:

  • Designated CSM
  • Onboarding/Training Provided
  • Customizable Report Views
  • SOC 2 Compliant

GuideCX also offers the following capabilities:

  • Login-less Experience
  • Secure Links
  • Mobile App
  • Time Tracking
  • Resource Management
  • White Labeling
  • Templates
  • Dependencies
  • Forecasted End Dates
  • Customizable Updates via Email
  • Internal vs. External Task Creation
  • Unlimited Contributors and Guests

While it’s clear that GuideCX and Planhat both offer some essential features, GuideCX offers additional critical onboarding capabilities, like time tracking, resource management, and more. They also ensure that your client-facing processes are as seamless as possible with features such as secure links and a login-less experience, which help you ensure increased transparency for everyone involved. 

Advantage: GuideCX

 

Integrations

It’s great when you can invest in software that helps with everything under a single roof. However, it’s also important to look for a solution that will integrate with your other favorite tools so that you don’t have to sacrifice any aspect of your processes. 

Both GuideCX and Planhat offer a variety of integrations with some of your favorite tools, such as Jira, Salesforce, Slack, Microsoft Teams, and more. They also both provide a simple Zapier integration, which means you can connect to thousands of apps through it, allowing you to easily use automated workflows. On top of that, they each have their own custom API, enabling users to integrate with every tool available to them. 

Advantage: Tie

 

Free Trials and Pricing

GuideCX offers a free 14-day trial and demo. That way, you and your team can try out the platform before committing. After the two-week trial, clients are given three pricing packages to choose from. 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.

While they don’t offer a free trial, Planhat also has three pricing packages to choose from. They recommend these options based on the size of your organization, and each of them provides its own capabilities:

  • Start-Up is designed for start-ups that are early in the customer success journey and offered to companies with less than $500k ARR. This package offers limited capabilities for client onboarding.
  • Professional is for growing customer success teams and offers everything in Start-Up, plus additional pages and dashboards, automations, and integrations. 
  • Enterprise is a package for customer success platform for professional teams and enterprises and includes everything in Professional plus every feature available under Planhat’s offerings. 

Unlike GuideCX, Planhat does not offer a free trial. Additionally, GuideCX only bills for project managers, allowing you to involve all external clients and users at no additional cost—no questions asked. 

Advantage: GuideCX

 

Don’t settle for just any client onboarding software; find something that offers everything you need with GuideCX. Both Planhat and GuideCX offer unique capabilities that will help you streamline your client onboarding process. However, only GuideCX provides the most important client-facing features you need: white labels, login-less experience, secure links, and most of all, increased transparency. 

Reach out to us today to learn how we’re ready to take your organization’s client onboarding to the next level!

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