GuideCX vs. Totango

By Todd White
Jan 12, 2022

Like our comparison of GuideCX vs. Basecamp, we’re using G2 ratings to compare two powerful software solutions: GuideCX vs. Totango.

Does your organization have a hard time retaining clients? Does your client onboarding process leave much to be desired from both your customers and team? An excellent client onboarding software can help! A great first impression is essential to maintaining customers and ensuring they have the best experience possible.

In fact, 86 percent of people say that they would be more likely to stay with a business that invests in onboarding content. 

Whether you’ve never used an onboarding system before or are searching for a better solution, we’re here to help you find the best software for your business.

Let’s compare these solutions when it comes to ratings, categories, features, integrations, pricing, and more. 

 

Ratings

G2 updates product reviews in real time to ensure that you have the most relevant information to make a great decision for your team and organization. These ratings are based on data from verified users in order to avoid fake reviews or the spread of false information about any system. Based on current reviews, GuideCX has a rating of 4.7/5 based on 126 reviews, and Totango rates 4.3/5 based on 529 reviews.

The review site also features a breakdown of seven important factors that go into customer satisfaction: Meets Requirements, Ease of Use, Ease of Setup, Ease of Admin, Quality of Support, Ease of Doing Business With, and Product Direction. You can see how the two platforms compare below. 

As you can see, GuideCX has not only a higher overall rating but also better ratings in every subcategory. That means reviewers feel that GuideCX meets the needs of their business better than Totango, offers preferred ongoing support, and has a preferred direction of feature updates and roadmaps. 

Advantage: GuideCX

 

Distinct Categories

While GuideCX and Totango share the client onboarding category, they each offer their own unique capabilities. 

Totango falls into the following categories: 

  • SAP Store
  • Revenue Operations
  • Email Marketing
  • Customer Success
  • Customer Data Platform
  • Customer Journey Analytics
  • Digital Adoption Platform
  • Product Analytics
  • Customer Journey Mapping
  • Experience Management

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

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

Based on the needs of your organization, either of these software solutions will provide excellent capabilities that are sure to upgrade your processes and lead to success for your company. 

Advantage: Tie

 

Features

Because GuideCX and Totango fall into a variety of categories, they each offer quite different features that could benefit your business. G2 does feature a breakdown of a few important capabilities based on the following categories:

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

However, there isn’t enough data for these categories from Totango in order to fully compare the systems. You can see a breakdown of how GuideCX rates in one of these categories below. 

GuideCX vs. Totango

On top of the features showcased by G2, GuideCX and Totango also have additional features. Both of them offer the following capabilities: 

  • Mobile App
  • White Labeling
  • Templates
  • Customizable Report Views
  • Unlimited Contributors and Guests
  • SOC 2 Compliant

GuideCX similarly provides these important features:

  • Designated CSM
  • Onboarding/Training Provided
  • Login-less Experience
  • Secure Links
  • Time Tracking
  • Resource Management
  • Dependencies
  • Forecasted End Dates
  • Customizable Updates via email
  • Internal vs. External Task Creation
  • Advanced Reporting

Plus, GuideCX has just introduced a new powerful feature, its Navigator Reporting Engine! While Totango offers a revenue calculator, the GuideCX reporting engine can not only track current revenue but also estimate projected revenue. This exciting new tool is designed to shorten the distance between insight and action to streamline all facets of the client onboarding process.

As you can see, GuideCX offers more features that allow for custom and automated communication, as well as advanced reporting capabilities that make it easy to track and predict onboarding revenue and project health. If you’re looking for a client onboarding software that also offers powerful project management tools for your team, GuideCX is a great solution for you. 

Advantage: GuideCX

 

Integrations

An all-in-one solution is great when you can find one! However, it’s also key to make sure that software can integrate with a variety of tools. That way, you can access all of your favorite applications without sacrificing any aspect of your organization’s success. 

Both GuideCX and Totango offer simple integration with your favorite tools: Jira, Hubspot, and Slack. They also both integrate easily with Zapier, allowing you to access thousands of your favorite applications through one system. Still don’t have access to what you’re looking for? No worries: They both have their own custom API that will integrate with any tool.

Advantage: Tie

 

Pricing and Free Trials

GuideCX offers a free 14-day trial and demo, enabling you and your team to 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.

Totango offers two system options: a free Community Edition and an Enterprise edition. It also provides new customers with a free trial of their Enterprise Edition software for 30 days. This includes more capabilities for growth, including additional services and support. In order to access pricing information, they encourage interested customers to reach out for a custom quote. 

GuideCX offers more options for organizations looking for a solution tailored to their size and goals. The platform also allows you to invite an unlimited number of external guests—at no additional cost. GuideCX only bills for project managers, providing the seamless collaboration with clients you need to succeed. 

Advantage: GuideCX

 

Your client onboarding process is the first thing your customers notice about your organization, company culture, and customer service. Don’t let it be the one thing that stops you from achieving success in every aspect of your business. An excellent client onboarding software like GuideCX or Totango provides you with the foundation you need to boost your customer experience and leave them happier than before. However, GuideCX offers the most powerful client-facing features that are best equipped to set your clients up for success. 

Ready to get started? Reach out to us today to learn more about how GuideCX can empower you to achieve your client onboarding goals. 

Todd White

Recent Articles

Onboarding vs. Implementation: What’s the Difference?

Onboarding vs. Implementation: What’s the Difference?

Congratulations! You’ve just signed a contract with a brand-new client. Now what? Although it may seem like your hard work is over, the next step in the process is just as critical to you and your customer’s success. Now, it’s time to invest in customer onboarding and...

FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech is currently one of the world’s fastest-growing industries. From Bitcoin to Cashapp, FinTech companies are constantly finding new ways to innovate and enhance the financial sector. However, FinTech companies often have to deal with significant regulations,...

An In-depth Look at GuideCX’s Resource Management Feature

An In-depth Look at GuideCX’s Resource Management Feature

For many businesses, resource management is quickly becoming one of the most important factors to consider in business optimization. As your company grows and takes on new staff, clients, projects, and resources, you may need to adjust much of what you do in order to...