GUIDEcx Pricing
All packages: Unlimited projects, unlimited customers.
Core Basics
Starter
Best for small teams that need a simple and structured way to onboard customers, fast.
Starting at $5,000/yr
includes:
See All Starter Features
Streamlined Customer Portal
Our simplified project view makes timelines, assignments, messages, and attachments clear and concise so that customers or clients can immediately engage with you without training.
Customer Login via Secure Link
Remove the friction in customer access to projects by eliminating password login. Use convenient and secure email verification codes instead.
Internal and External Messages
Simplify coordination across teams and companies with in-app messaging that seamlessly syncs with email to auto-import replies back into the correct thread. Securely control visibility by marking any message as internal or external.
Actionable emails
Users can update task status by clicking on a link, add a note by replying, or access task meta-data directly from emails.
Persona-Based Project Experiences
Get the right information to your customers… Stakeholders can receive project digests, task owners are subscribed to a focused “Compass Experience”, and power users can see a robust project plan in accordance with your visibility settings.
Intelligent Forecasted End Date
When a task is completed early or late that is on the critical path, GUIDEcx updates how that effects on-time delivery in real time.
Gantt, List, and Board Views
To expand project visibility and adapt to the way you work GUIDEcx supports multiple views of your project – Gantt, List, and Board views are standard.
Report Navigator
Sort, filter, drill, or export any part of our ever-expanding collection of standard reports so you can continue to identify your top opportunities for improvement.
Scheduled Reports
Reporting becomes much more valuable when focus is driven by actionable alerts. Set thresholds so you are notified any time a metric falls below a desired level. Set a recurring cadence for email delivery of any report so you can review the latest details from the convenience of your main inbox.
Custom Fields
Easily add Custom Fields manually or via our API to your project experience for reporting, integrations, and merge tags.
View As Customer
See what your customers see to ensure consistency, troubleshoot issues, and set expectations during kickoff calls.
Vanity URL
Include your company in GUIDEcx URL’s to create brand cohesiveness.
Approval Flows
Sign-offs can be gathered and documented by the mere click of a link within an email.
Merge Tags
Make custom fields even more valuable by referencing them in task instructions and assignment emails. Dynamically insert their values to easily scale the personalization of messages to each customer based on their unique context.
Mobile Responsive
Executives and customers love the ease of use on phones and tablets. This is especially helpful in the customer portal for time sensitive tasks that can be updated on the go.
Partner Portal
Enable your System Integrators to subscribe to templates you have built. Then you can easily manage their performance (TTV, CSAT…) and Capacity based on the desired process you’d like them to follow when running projects on behalf of your company.
3rd Party Involvement
Add partners to projects so they can subscribe to task notifications and status updates. Simplify communication and accountability by benchmarking productivity vs. SLA.
Knowledge Base
Search across documentation articles with detailed instructions and visual examples on how to use any feature. Engage with peers in our active user community to trade tips and tricks or vote on feature request ideas.
Support Tickets
Easily submit questions and requests directly from the in-app support portal. Track the prompt resolution status of any ticket so we can fulfill our promise to keep your experience reliable and delightful at any tier.
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Premium
Great for growing teams that need automation, integrations, and deeper customer engagement.
Speak to Sales for pricing
includes Starter, plus:
See All Premium Features
Integrations
Easily activate proven GUIDEcx integrations for systems like Gainsight, Jira, Slack, NetSuite, and all leading CRM systems. Or, build custom integrations with our native iPaaS solution. A connected process is an optimized process.
CRM Integrations
Streamline the handoff from sales to onboarding. Automatically kick off a project that includes the key players, services/products purchased, and essential data that will keep your implementation teams informed. As the project progresses, push onboarding data back into your CRM to keep teams informed on status and opportunities for growth. GUIDEcx is listed and officially approved on the Salesforce App Exchange and HubSpot Marketplace.
Ticketing Integrations
Sync data bi-directionally between GUIDEcx and your ticketing systems. Automatically create new issues or tickets to match tasks, track time, and sync messages between systems so your teams can continue to complete work in the systems they’re comfortable with.
API Access
Your data is your data. You have easy and complete access to get or post any changes through api.guidecx.com.
Custom Email Templates
Upload any html code into the headers and footers that surround GUIDEcx product emails. This can show your end customers trusted branding, relevant links, and even dynamic merge tags. Now your brand guidelines can be applied to so much more than the sender domain.
Named CSM
While our technology is world class, many value our expertise and advice just as much. Our Customer Success team has lived the challenges GUIDEcx solves. Their deep experience will help you improve your CX strategy.
SMS Notifications
Engage customers through SMS. In addition to email alerts, send text notifications for task assignments, task reminders, and in-app messages.
Authenticated Domain
Connect your domain to GUIDEcx’s email engine so all automated outreach comes from your domain.
Customer Satisfaction Surveys
Send an automated survey when a milestone or project has been completed. Reporting can be sliced based on any project variable.
Single Sign-On
Reduce the number of credentials your users need to create by leveraging SSO and SAML for secure and convenient access.
Status Change Reasons
Track why projects slip from on time to late. Then summarize blockers in a consolidated report to identify causes of delays and mitigate risks.
Live Support Chat
We pride ourselves in being helpful and responsive. Have a questions; simply just shoot us a quick chat within GUIDEcx and our team is there to help.
We GUIDE The World’s Leading Brands
Over 500,000 projects completed on GUIDEcx.
Frequently Asked Questions
How do I choose the right plan for my team?
Each plan is designed for different needs.
- Starter is great for small teams that need essential onboarding tools.
- Premium is best for growing teams that want automation and CRM integrations.
- Advanced is ideal for enterprises that need full control, analytics, and dedicated support.
Still unsure? Talk to our team and we’ll help you decide.
Do you offer a free trial?
We don’t currently offer a free trial, but speak to our team for a tailored demo to show you how your team can leverage GUIDEcx.
Is my data secure?
Yes. We use industry-leading security practices, including SOC 2 compliance, data encryption, and Single Sign-On (SSO) for Premium and Advanced users.
Do you provide onboarding assistance?
Yes! Our team will guide you through setup and best practices. Advanced plan users get dedicated onboarding support to ensure a smooth rollout.
How long does setup and onboarding take?
Around 45 days, on average, depending on the complexity of the implementation.