Best 10 GUIDEcx Alternatives & Competitors in 2025

We researched dozens of onboarding software, went over customer reviews on G2, and talked to customer success managers to build this list of the 10 best GUIDEcx alternatives in 2025.

In this guide, we’ll cover each tool’s features, pricing, pros/cons, and use cases to help you make an informed decision.

Why Look For GUIDEcx Alternatives?

GUIDEcx is a customer onboarding software that helps customer success, onboarding, and implementation teams reduce early churn and identify at-risk onboarding flows.

The tool stands out with its project health tracking and forecasting capabilities.

Despite that, some customers of the platform have noted concerns about the tool’s customization options, collaboration capabilities, and lack of starter templates. ⤵️

#1: Customization Options Are Described As Limited

One of the main concerns of GUIDEcx has been its limited customization options in the user interface of the platform.

‘’I'd like to have a few more customization options in the UI’’. - G2 Review.

This con of the platform has been confirmed by other customers of the platform on G2, who mention that the formatting and customization options for customer-facing emails are limited.

‘’The formatting and customization options for customer-facing emails are limited.’’ - G2 Review.

#2: Limited Collaboration Features With Clients

Other users of the platform note that the platform’s communication functionality can be lacking in certain use cases.

For example, when a customer sends a message through GUIDEcx, it only reaches one person instead of the entire team.

Moreover, these messages can even get flagged as spam, so some of the communication has to happen in the old-fashioned way – over email.

‘’The platform's communication functionality is lacking. When a customer sends a message through the tool, it only reaches one person instead of the entire team. Additionally, these messages sometimes get flagged as spam, leading us to rely on email communications instead. Integrating Slack for customer communication during projects would greatly enhance the overall experience.’’ - G2 Review.

#3: Lack of Starter Templates

Last but not least, a verified G2 review of the platform notes that they were disappointed with the lack of starter templates inside GUIDEcx.

That means they had to build their onboarding flows from scratch and had to figure things out on the go.

‘’Lack of starter templates, has to be built from scratch. It would be hugely beneficial for GCX to provide starter templates that have proven effective in leading successful implementations for themselves and other clients.’’ - G2 Review.

What Are The Best GUIDEcx Alternatives In 2025?

Here are the 10 best GUIDEcx alternatives on the market in 2025 that best cover GUIDEcx’s cons:

#1: Arrows: A customer onboarding tool with a native HubSpot integration to handle your complex and dynamic customer onboarding processes.

#2: ChurnZero: Generate real-time alerts of at-risk onboarding flows.

#3: OnRamp: Set up a white-glove onboarding experience for your new customers.

#4: Rocketlane: Accelerate time-to-value with an all-in-one project management and onboarding platform.

#5: TaskRay: Best for teams using Salesforce looking to streamline their onboarding process.

#6: Content Snare: Receive all of the necessary information required in the onboarding funnel of your B2B clients.

#7: Flowla: Improve product adoption rates with a good onboarding process.

#8: Userlane: Boost trial conversions and retaining more customers of your software solution.

#9: Accord: Create personalized onboarding journeys for your clients with a seamless sales-CS handoff.

#10: Monday: Good for enterprises looking for a project management and onboarding platform to keep sales and customer success teams aligned.

#1: Arrows

Arrows offers the best GUIDEcx alternative for customer success, onboarding and implementation teams using HubSpot looking to reduce onboarding time and increase team capacity.

Full disclosure: Even though Arrows is our customer onboarding tool, we aim to provide an unbiased and objective perspective on why Arrows is the GUIDEcx alternative in 2025.

Your customer success team can send out actionable onboarding plans that connect to HubSpot to drive action and scale your new customer onboarding.

❗Note: Arrows was built for customer success and implementation teams that run on HubSpot.

Here are the features that 👇 make Arrows the ideal GUIDEcx alternative on the market for streamlining customer onboarding:

Seamlessly Onboard New Clients With Arrows Onboarding Plans

Keep your new customers moving through the onboarding funnel with Arrows onboarding plans.

Provide onboarding checklists for your customers to complete to reduce the onboarding time and increase your customer success team’s capacity.

➡️ That means you will also won’t have to hire more people to handle the pipeline.

💡 Our customers achieve 2x+ faster onboarding for customers within the first 6 months with Arrows.

Here’s why customer success teams love Arrows onboarding plans:

• Onboard your new clients faster with clear, easy-to-follow onboarding plans tailored to each customer that keep them on task.
• Increase your team’s capacity by enabling your team to work out of HubSpot instead of jumping between different tools.
• Track progress by monitoring every step of your customer’s onboarding journey – from adding their brand’s guidelines to scheduling the initial audit.
• Bite-sized steps that help your team break down complex processes into achievable tasks so your clients are not overwhelmed.

• Task ownership and accountability outline who is responsible for what in the onboarding process with defined due dates.

Our onboarding platform makes it easy for your customers to perform tasks such as uploading files and filling out form fields. The data then syncs back to your HubSpot account.

How Do Arrows Onboarding Plans Work?

Each plan has tasks that are grouped into phases. Our onboarding solution guides your new customers to the next task they need to complete.

You can take your new customers to a focused view of each task, which has different task types (from inserting a Google Doc to scheduling a meeting).

Our onboarding software then syncs 35+ data points with your HubSpot property, enabling your customer success team to run and keep track of your entire onboarding process inside HubSpot.

Each ticket or deal is connected to an Arrows plan powered by our data, which is synced in real-time to your HubSpot account. There, you can trigger automation and get live reports.

What is different about Arrows from the other onboarding tools like GUIDEcx? The platform combines workflow automation with a simple UI embedded in HubSpot. 

Our tool aims to keep your clients engaged and focused on the next step of their onboarding process.

Case study: HungryHungry reduced early churn by 90% and doubled their onboarding efficiency by using Arrows onboarding plans.

The brand started using Arrows to make their onboarding steps smaller and more achievable for their new clients.

Find out how they did it:  👇

💡 Check out our client onboarding checklist that goes over our 5-step new customer onboarding process.

Onboarding Insights

Your team will also get access to Arrows onboarding insights, which will help them uncover insights from your customer onboarding process.

With Arrows onboarding insights, your customer success team will be able to find out:

• How are the onboarding plans performing over time?
• How long does it take your customers to complete the first task?
• Which tasks are taking too long to complete for your new clients?
• Where are your customers getting stuck the most?

Native HubSpot Integration – Rated #1 On The HubSpot Marketplace

Arrows onboarding plans are attached to your HubSpot deals, tickets, and custom objects.

Our solution gives your customer success team shared visibility into onboarding progress and an easy-to-follow path to success for your new customers.

💡 Arrows is rated the #1 App for Customer Success in the HubSpot Marketplace.

Arrows’ HubSpot integration makes it possible to run your entire client onboarding process inside HubSpot.

The customer onboarding platform is designed to let your customers access their onboarding plans and complete their assigned tasks.

We built Arrows to feel like a native extension of your HubSpot CRM, which is why your onboarding team can:

• Create and edit Arrows onboarding plans inside HubSpot.
• Automate the process of creating and sending plans using HubSpot workflows.
• Create HubSpot reports using Arrows onboarding plans data.
• Track new client engagement activity in your HubSpot timeline.

Pricing

Arrows starts from $500/month and all packages of the platform include at least 200 sales rooms or 100 onboarding plans.

The pricing plans include:

• Unlimited internal & external participants.
• Our best-in-class HubSpot integration is built into all tiers.
• AI-Powered Suggestions.
• Custom domain & branding.
• Forms & file uploads.

💡 Unlike GUIDEcx, our pricing is not based on user seats (licenses).

You can try Arrows for free! Start your free trial with Arrows by connecting customer-facing onboarding plans to HubSpot deals, tickets, or custom objects with just a few clicks.

Not sure if Arrows is the right customer onboarding software for your organization? 

You can schedule a demo, and we’ll evaluate together whether it’s a good fit based on your current onboarding process, HubSpot setup, and goals.

Pros & Cons of Arrows

✅ Onboarding plans that are personalized to your new customers.

✅ Seamless data sync with HubSpot records.

✅ Easy-to-use platform with a clean interactive interface.

✅ Track customer engagement across the onboarding process.

✅ Onboarding insights to help you reduce onboarding time.

⚠️ Built for teams using HubSpot.

⚠️ Simple dashboard with less data compared to other apps because all of the power is synced into HubSpot.

#2: ChurnZero

Best for: Generating real-time alerts of at-risk onboarding flows.

Similar to: Arrows, GUIDEcx.

ChurnZero is an AI-powered customer success and onboarding platform that helps you reduce onboarding time and increase CSM account coverage.

The tool is a viable alternative to GUIDEcx with its starter templates and customization options for the user interface.

Features

• Customer onboarding journeys: Keep track of milestones, onboarding progress, and due dates.
• Manage onboarding tasks: Automate task creation and assignment based on key data points and milestones.
• Automate customer engagements during onboarding: Follow pre-defined playbooks to save time from routine tasks.

Standout Feature: Real-Time Alerts

ChurnZero lets you stay up-to-date on customer health with real-time alerts on customers’ accounts, usage, health scores, and significant milestones.

For example, if a customer falls behind or feels stuck, your customer success team will be notified so they can identify and resolve the issue.

Pricing

ChurnZero does not publicly disclose their pricing, so you’d have to contact them to get a quote and a product demo.

💡 We found 3rd party data from Vendr that shows the average contract value for ChurnZero is $44,869/year out of the 17 deals they have handled for them.

Pros and Cons

✅ Comprehensive range of integrations.

✅ Good customization options.

✅ Comprehensive range of customer success features after onboarding.

⚠️ The platform has been reportedly expensive - up to $87,500 a year with a recent 25% increase.

⚠️ Dashboards can be a little tricky to build, according to G2 reviews.

#3: OnRamp

Best for: Setting up a white-glove onboarding experience for your new customers.

Similar to: Userlane.

OnRamp is a customer onboarding platform that helps customer success and onboarding teams remove barriers to entry for new clients.

The software provides your new clients with a white-glove onboarding experience in the form of a client portal.

Features

• A white-labelled customer portal that acts as an onboarding plan for your new customers, where you can add progress bars and tasks.
• Branded magic link to bypass login for instant and easy engagement of your new users.
• Speed up the next steps with CRM auto-project creation with real-time progress trackers to keep projects on track.

Standout Feature: Onboarding Analytics

OnRamp provides customer success teams with onboarding analytics that cover each onboarding flow’s progress, real-time performance and engagement, and the next steps to be completed.

Pricing

OnRamp currently does not disclose its pricing structure, so you’d have to book a demo to learn more about the tool’s pricing.

Pros & Cons

✅ Easy-to-use, customer-facing client portal.

✅ Bring customers to value quicker with CRM auto-project creation.

✅ Good onboarding analytics.

⚠️ Adding tasks might feel a little buggy, according to users on G2.

⚠️ Limited customization options when compared to alternatives.

#4: Rocketlane

Best for: Accelerating time-to-value with an all-in-one project management and onboarding platform.

Similar to: ChurnZero, Arrows.

Rocketlane is a collaborative customer onboarding platform for service companies.

The platform is a viable alternative to GUIDEcx for companies looking for an all-in-one project management, real-time communication, and customer collaboration platform.

Features

• All-in-one project management, real-time communication, and customer collaboration platform for onboarding new customers.
• 360-degree visibility of every onboarding flow and project at any time to stay in the loop and assign tasks.
• Dynamic templates that can be customized to help you create bespoke project and onboarding plans with little effort.

Standout Feature: SmartFill

Rocketlane’s SmartFill allows you to take care of the tedious process of filling in project information and creating status updates, forms, contracts, etc., from scratch.

Pricing

Rocketlane has 4 paid plans:

• Essential: $19/month/seat when billed annually, which gives you access to a branded customer portal, actionable emails, all task views (e.g., Kanban), and timesheets.
• Standard: $49/month/seat when billed annually, which adds project and portfolio management features, the tool’s templates, and calendar integration.
• Premium: $69/month/seat when billed annually, which adds custom automations, resource management features, and financial management features.
• Enterprise: $99/month/seat when billed annually, which adds unlimited custom automations, more resource management features, and enterprise-grade security.

➡️ All plans include unlimited projects and customers to onboard.

Pros & Cons

✅ Project management features on top of onboarding.

✅ Dynamic templates that you can customize.

✅ Unlimited projects and customers to onboard at the Essential plan.

⚠️ Some teams did not experience a smooth onboarding experience, according to G2 reviews.

⚠️ CRM integrations could be better.

#5: TaskRay

Best for: Teams using Salesforce looking to streamline their onboarding process.

Similar to: OnRamp, ChurnZero.

TaskRay is a project management and onboarding platform that helps you create onboarding plans, automate tasks, and allocate work within Salesforce.

The platform is a viable alternative to GUIDEcx for teams using Salesforce looking to improve their speed to revenue and deliver quicker customer value.

Features

• Maximize resources and make the best first impression with onboarding plans that sync with Salesforce.
• Identify bottlenecks in your onboarding process and automate your onboarding flow to reduce your onboarding time by up to 50%.
• Your team can monitor and forecast capacities and assign resources based on skills and availability.

Standout Feature: Onboarding Analytics

TaskRay lets you monitor your onboarding plans’ performance in real-time – for both busy executives and managers.

Your leadership team can review overall project health or drill down for an in-depth analysis of active statuses, delays, and resource allocation.

Pricing

TaskRay has not disclosed the pricing structure for their onboarding plans, so you’d have to contact their team to get a quote.

Pros & Cons

✅ TaskRay’s team will help you improve your onboarding process with tailored training, templates, and best practices.

✅ Advanced onboarding automations to onboard customers faster.

✅ Good onboarding analytics.

⚠️ Pricing plans are not disclosed.

⚠️ Built for teams using Salesforce CRM.

#6: Content Snare

Best for: Receiving all of the necessary information required in the onboarding funnel of your B2B clients.

Similar to: Arrows.

Content Snare is a customer onboarding solution that helps B2B service providers collect and organize all sorts of information and documents during the onboarding flow.

The platform is a viable GUIDEcx alternative option for service providers to follow up on requests and collect all necessary information from each new client during onboarding.

Features

• Build and send out a content collection checklist to your new B2B clients, requesting all of the information your team needs.
• Send reminders to customers about missing items when deadlines are approaching to start work.
• All of the content that the client submits can then be downloaded into a single package for your account management team to receive.

Standout Feature: Save Requests As Templates

You can scale customer onboarding by saving all requests to B2B clients as templates so you can ask your next client for the same documents.

Pricing

Content Snare has 4 paid plans:

• Basic: $29/month, which gives you access to 20 active requests for up to 2 users, 20 GB storage space, and 40 SMS/month.
• Plus: $59/month, which gives you access to 50 active requests for up to 5 users, 50 GB of storage space, and 100 SMS/month with custom branding.
• Pro: $99/month, which gives you access to 100 active requests for up to 10 users, 100 GB of storage space, and 200 SMS/month with premium integrations.
• Custom: Starts from $179/month and gives you access to more active requests, users, storage, and SMS per month.

Pros & Cons

✅ Comprehensive range of integrations with CRMs and productivity tools.

✅ Collect all kinds of content and documents from your customers.

✅ Re-usable templates that you can use to scale the onboarding process.

⚠️ No integration with Zapier, unlike other competitors on the market.

⚠️ Limited automation capabilities, according to G2 reviews.

#7: Flowla

Best for: Improving product adoption rates with a good onboarding process.

Similar to: ChurnZero.

Flowla offers a customer onboarding platform that helps customer success and implementation leaders boost product adoption.

The software lets you set up workspaces that manage onboarding and service/product implementation with all data synced back to your CRM.

Features

• Create and send out custom-branded onboarding flows: Save admin time and effort, providing the same standardized experience to each customer.
• Send out digital links: Unite all resources and action plans to act as a single source of truth.
• Connect documents and data from clients with Flowla forms: Gather necessary info from clients during onboarding and implementation.

Standout Feature: Onboarding Analytics

Flowla helps customer success managers find bottlenecks in their onboarding process by identifying stakeholders, tracking progress and seeing which steps cause the most friction.

Pricing

Flowla has a freemium plan that lets you create and send out 5 flows with unlimited seats.

To get access to unlimited flows and more advanced features, you’d have to be on one of their three paid tiers:

• Professional: $39/month/seat, which adds unlimited flows, unlimited content, flow analytics, content library and native CRM integrations with HubSpot and Salesforce.
• Team: $65/month/seat for a minimum of 5 seats, which adds a custom domain, custom email templates, custom URL shortener, and integrated e-signature.
• Enterprise: Custom pricing for a minimum of 20 seats, which adds SSO, employee training, dedicated account management, white labelling, and a managed implementation.

Pros and Cons

✅ Shorten your onboarding cycles with customizable onboarding flows.

✅ Set up mutual action plans.

✅ Native CRM integrations with HubSpot and Salesforce.

⚠️ Customization is limited when compared to other alternatives on the market.

⚠️ Some users note on G2 that they’ve had integration issues with their CRMs.

#8: Userlane

Best for: Boosting trial conversions and retaining more customers of your software solution.

Similar to: GUIDEcx.

Userlane is a customer onboarding solution that works with SaaS organizations to improve their trial conversions.

The tool is a viable alternative to GUIDEcx as it helps your customers adopt your digital solution by bringing them value quickly.

Features

• Onboard new users with interactive tours of your product to guide them through your solution.
• Personalize each onboarding journey by personalizing the communications for different user segments.
• Guide new users through tasks they need to complete and processes they need to set up so they can learn quickly about your platform.

Standout Feature: Create Training Content

You can keep user engagement high during the onboarding process by creating and improving training content in minutes to engage your users.

For example, you can promote new features, start surveys, and announce updates directly in the application.

Pricing

Userlane does not disclose their pricing, so you’d have to contact their team to get a product demo.

💡 Out of the 4 deals Vendr has handled for Userlane, it claims that the average price is $18,000/year for the software with the tool costing up to $25,000/year.

Pros & Cons

✅ No-code easy-to-use interface.

✅ Interactive product tours to engage customers.

✅ Personalize the user journeys based on their segments.

⚠️ There are customization restrictions for visuals.

⚠️ Lack of deep ‘’analytical powers’’, according to G2 reviews.

#9: Accord

Best for: Creating personalized onboarding journeys for your clients with a seamless sales-CS handoff.

Similar to: Arrows, Dock.

Accord helps onboarding teams streamline customer onboarding and product adoption to get your users faster to value.

The tool is a good alternative to GuideCX for teams that want to standardize their onboarding flow and ensure a seamless handoff from the sales to the CS team.

Features

• Mutual action plans are where your customer success and implementation team can share with new customers the next steps and planned tasks.
• Cycle reports give leaders an up-to-date view of where onboarding flows are at and what needs to be done to move the project forward.
• Shared libraries and collaboration: Simplify handoff between the sales and customer success teams.

Standout Feature: Standardize Your Processes With Playbooks

Accord helps you create and store repeatable onboarding playbooks by product, segment, or geography for your CSM to follow.

Pricing

Accord, unlike GUIDEcx, offers a free-forever plan for one user to try the platform for free and access the platform’s templated playbooks.

For more capabilities, your team will need to be on one of their three paid plans: 

• Startup: $99/user/month + platform fee, which adds business cases, account planning, mutual action plans, and CRM integration.
• Growth: $119/user/month + platform fee, which adds engagement analytics, Slack connectors, and integrations with CRM and Gong.
• Enterprise: Custom pricing, which adds SSO, resource management, stakeholder maps, and open API.

Pros and Cons

✅ Intuitive interface for both the internal team and external customers.

✅ Combines playbooks, document storage, and collaboration in one place.

✅ Good onboarding insights.

⚠️ Limited integration with existing GTM systems and productivity tools.

⚠️ Data syncs and automations could be improved, according to G2 reviews.

#10: Monday

Best for: Enterprises looking for a project management and onboarding platform to keep sales and customer success teams aligned.

Similar to: ClickUp, Teamwork.

Monday is an all-in-one project management solution that can be used to onboard new customers.

The software lets you manage the onboarding flow from one centralized platform with work management features and built-in reporting.

Features

• Full client onboarding: Your customer success team can manage the entire client onboarding process from the kick-off meeting to the implementation and training phase.
• Gain full visibility into the onboarding process and track how much time was invested.
• Sync your sales and customer success teams in one centralized, easy-to-use platform.

Standout Feature: Customer Onboarding Template

Monday helps you manage the entire onboarding process of your new customers with its customer onboarding template.

Pricing

Monday offers a freemium version for up to two seats, where you can test out the platform’s basic features.

To access the platform’s advanced features, you’d need to be on one of their four paid plans:

• Basic: Starts at $10/user/month and adds Kanban board view and unlimited users with view-only access.
• Standard: Starts at $13/user/month and adds 250 automated actions/month, 3+ dashboard views, and Zoom integration.
• Pro: Starts at $20/user/month, and adds all five dashboard views, time tracking, and 2-factor authentication.
• Enterprise: Custom pricing, which adds a dedicated CSM, enterprise-level reporting, and administration control.

Pros and Cons

✅ Advanced reporting and analysis at the onboarding and project level.

✅ A good range (200+) of integrations across apps, including integrations with communication and productivity tools.

✅ Custom work forms that you can turn into actionable tasks for your new clients to get information from them during the onboarding process.

⚠️ The paid plan upgrades are available in set increments of 5 and 10 users.

⚠️ The automation features of the platform are gated to the more expensive plans.

Next Steps: Onboard New Clients Faster With Arrows Onboarding Plans

Each onboarding platform that we reviewed has its strengths, weaknesses, use cases, and pros & cons. 

We went over the ten best GUIDEcx alternatives, covering each of them in great detail.

Arrows helps customer success, onboarding and implementation teams reduce their onboarding time and increase their capacity by sending out tailored onboarding plans.

Our platform also offers AI-powered digital sales rooms and client portals, which means you can manage the entire client lifecycle out of one platform with tools for each stage of the customer journey.

If you’re looking for a customer onboarding platform that offers:

• Onboarding insights, which help your team gain a deeper understanding of where clients are getting stuck the most.
• Deep and powerful HubSpot integration that is available for all pricing tiers and lets you sync 35+ real-time data points.
• Task ownership and accountability features outline who is responsible for what in the onboarding process.
• Client portals let you give your clients a clear path forward with a single portal for communication, resources, and updates.

Book a demo to see Arrows in action: collaborative onboarding plans that integrate with HubSpot, deliver a seamless customer experience and save your team hours each week.