The best alternative to GuideCX

Tallyfy is a far better alternative to GuideCX

  • Design - We invented Workflow Made Easy ®
  • Pricing - Minimum purchase is 1 full member
  • Support - Get expert 1:1 help free - for life
Track all your workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

GT
Gwen Tormey
CEO · Corestream
"

Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.

Kasim Aslam
Kasim Aslam
Sol8 - A Google Ads Agency
"

Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

GT
Gwen Tormey
CEO · Corestream
"

Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.

Kasim Aslam
Kasim Aslam
Sol8 - A Google Ads Agency
"

Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

Tallyfy vs. GuideCX

Feature
GuideCX
1 Simple, proven, tested user experience
GuideCX
Tallyfy
2 Guaranteed free 1:1 support for life
GuideCX
Tallyfy
3 Customer-obsessed with no greedy VC owners
GuideCX
Tallyfy
4 Far more affordable and tiny minimum purchase
GuideCX
Tallyfy
5 Discount based on your country
GuideCX
Tallyfy
6 Free Single Sign On (SSO) for everyone
GuideCX
Tallyfy
7 Compliant with HSTS and BIMI security
GuideCX
Tallyfy

Which tool is right for you?

Honest comparison to help you make the right choice

Tallyfy is best for

  • Teams needing one platform for ALL workflows - onboarding, operations, HR, and more
  • Organizations wanting predictable pricing without 4-user minimums
  • Teams requiring standardized processes across departments, not just onboarding
  • Operations teams that need flexibility beyond external-facing workflows

GuideCX may be better for

  • Teams focused exclusively on external-facing onboarding
  • Organizations with budget for specialized single-purpose tools
  • Enterprise teams with complex CRM integration requirements

Here's why people don't like GuideCX

This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.

" There are some quirks to the software, and some items that have not been developed yet. The software can lag sometimes, especially if there is a new release.[1] "
- GuideCX review on Capterra
" It is difficult for the customer to initially access (usually customer firewalls don't allow access to the project). You can't copy and paste a checklist from one task to another inside a project. Our training was horrible, and the person had no clue how we were going to be using it at all.[2] "
- GuideCX review on Capterra
" Software occasionally becomes buggy and you need to log out and restart.[3] "
- GuideCX review on Capterra
" There are times when the platform is slow and has outages.[4] "
- GuideCX review on Capterra
" Any downsides I can think of are nitty gritty software things, like you can't copy a task from one project to another. This is only a downside because it is something we could really use.[5] "
- GuideCX review on G2
" I cannot change task due dates in mass. I have to do it task by task. So if a date gets pushed, I have to change it for each individual person, and then for each task beyond that.[6] "
- GuideCX review on G2
" I talked to a guy from the software, but they wanted $500/month for 4 users minimum and I only needed 1 user![7] "
- GuideCX review on Reddit
" The platform can be overwhelming for new users and the learning curve is quite steep. Some features feel unnecessarily complex for what should be simple tasks.[8] "
- GuideCX review on Software Advice
" GuideCX is only useful for onboarding workflows. We ended up needing a separate tool for our internal processes, which doubled our software costs.[9] "
CS Operations Manager, SaaS, 100-500 employees
- GuideCX review on G2
" The reporting is limited and we could not get the metrics our leadership needed. Exporting data for custom reports was painful.[10] "
Director of Customer Success
- GuideCX review on Capterra
GuideCX Pricing
View official pricing
Starter
From $5,000/year
  • 4 license minimum
  • Unlimited projects
Premium
Custom pricing
  • Native integrations
  • CRM integrations
Advanced
Custom pricing
  • Resource management
  • Program management
* Minimum 4 licenses required* Annual pricing ranges from $7,000 to $87,000
Pricing last verified: December 2025. Prices may have changed.

Tallyfy might not be right for you if...

Tallyfy isn't for everyone. Here's when it may not fit:

  • Not specialized exclusively for onboarding - we handle all workflow types
  • Deep native CRM integrations may require middleware setup
  • If you only need external-facing onboarding and nothing else, GuideCX may be more focused
  • Resource capacity planning features are simpler than enterprise onboarding tools

Start Your Free Trial

No credit card required. Set up in minutes.

Workflows that work for everyone

Simple adoption, real results

1. Document

Define your process visually. Everyone can understand and follow it.

3. Improve

Continuous improvement built into every process.

Is GuideCX flexible enough?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

Enter between 0.5 and 40

$

Enter between $10 and $1,000

$

Based on $30/hr x 4 hrs/wk

Your loss and waste is:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

Tallyfy does not charge for basic services

Need help? Unlike costly "professional services" for GuideCX - Tallyfy guarantees free 25-minute screen-sharing calls with workflow experts for life.

SCHEDULE A CALL
Tallyfy Team
GDP per capita for the world

Fair Price Guarantee

If your company is based in a country where the GDP per capita is significantly lower than the USA, we offer a discount on our pricing. This ensures fair pricing for companies worldwide.

FAIR PRICE GUARANTEE

Switching from GuideCX to Tallyfy

Most teams migrate onboarding workflows in 1-2 weeks

1

Export your onboarding project templates from GuideCX

2

Book a migration session to map your external and internal workflows

3

We help recreate your onboarding processes with enhanced automation

4

Add your internal workflows that GuideCX could not handle

5

Run both platforms briefly, then complete the switch

Free migration support including template creation and team training

Frequently Asked Questions

What is GuideCX used for?

GuideCX is primarily a client onboarding platform that focuses on customer implementation projects. While it may help manage new client setup processes, its narrow focus on just customer onboarding means you'll potentially need separate tools for other workflows. This limitation could increase costs and complexity in your tech stack. See how Tallyfy launches any type of process, not just client onboarding.

Can you do more than just onboard clients with GuideCX?

GuideCX appears to be limited to client onboarding workflows primarily. This could be a significant limitation compared to Tallyfy, which handles any type of process - from HR to operations to finance to customer service. Tallyfy's versatility means you get more value and can standardize all your workflows in one place, not just client-facing ones. Explore Tallyfy's template library for various workflow types.

Does GuideCX have a discount for certain countries?

GuideCX appears to maintain standard pricing regardless of location. In contrast, Tallyfy offers thoughtful GDP-based pricing with significant discounts for certain countries, making it accessible to businesses worldwide regardless of their local purchasing power. Check our Fair Price Guarantee to see if you qualify.

Is GuideCX owned by venture capitalists?

Yes, GuideCX is venture-backed, which often means pressure to increase prices and prioritize investor returns over customer needs. Tallyfy maintains independence, allowing it to focus purely on customer value and sustainable growth. Learn about Tallyfy's customer-first philosophy.

What exactly is Tallyfy and how does it compare?

Tallyfy is a comprehensive workflow management system that goes beyond simple onboarding. It eliminates workflow chaos by automatically tracking every step in any process, whether internal or client-facing. Users typically save 2 hours per person daily through automated tracking, delegation, and standardization. Unlike single-purpose tools, Tallyfy scales smoothly across your entire organization. Discover how process tracking works in Tallyfy.

How does Tallyfy handle process improvement?

Tallyfy excels at continuous improvement through its elegant feedback system. Users can leave contextual comments on any step, which are automatically routed to process owners for review. This creates a natural improvement cycle that's often missing in GuideCX's more rigid structure. Learn about process lifecycle management features.

How does AI integration differ between Tallyfy and GuideCX?

While GuideCX may offer basic AI features, Tallyfy integrates AI thoughtfully throughout the platform. It includes automatic SOP migration through file uploads, computer-use AI for mouse and keyboard automation, and contextual AI assistance. Unlike generic chatbots, Tallyfy's AI focuses on practical, workflow-specific applications. Explore AI agent capabilities in Tallyfy.

Does GuideCX offer free single sign on?

GuideCX appears to charge extra for SSO, which is increasingly essential for security and user management. Tallyfy includes SSO in its standard pricing, recognizing it's a basic security need rather than a premium feature. View SSO integration options available with Tallyfy.

Is GuideCX compliant with BIMI and HSTS security standards?

GuideCX may lack strong security standards like BIMI and HSTS. Tallyfy maintains strict security compliance, including these important standards that protect against email fraud and ensure secure connections. Review Tallyfy's compliance standards for complete security details.

How can I see customer reviews of Tallyfy?

You can view authentic customer reviews and success stories at Tallyfy's customer showcase page. These reviews highlight real experiences across various industries and use cases. Also explore how Tallyfy integrates with your existing tools.

Does Tallyfy offer free help and services?

Yes, unlike GuideCX's potentially paid implementation services, Tallyfy provides free professional services to ensure your success. To learn more and get started, schedule a chat with our team. We also provide comprehensive support resources at no extra cost.

How do I get started with Tallyfy?

The best way to experience Tallyfy is through a personalized demo. Our team will set up a custom instance tailored to your specific needs. Book your demo here to see how Tallyfy can transform your workflows. Start with creating your first template right away.

References and Citations


Tallyfy is a far better alternative to GuideCX

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DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY

This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of January 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.

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