A decent product but I had to figure out quite a bit myself
My experience before purchase was somewhat mixed. The sales process provided the main outlines of what the product offered, but lots of details about how exactly to use the software, the database, and the calling tools required some research on my part. This meant the initial onboarding wasn’t as turnkey as I had hoped. However, when I did dig in and try the tools, I found that the software was workable and fairly stable in operation. The sign-up and invoicing process was clear and hassle-free, which was a positive. I did have a small reservation about how intuitive the training and support was. While support was available, I felt like I had to lead a lot of the learning on my own rather than being guided step-by-step. So, overall, I’d say it is a decent product if you are willing to invest some effort in setting it all up and learning the ropes, but it may not be the simplest choice for complete beginners who want a very hands-off experience.