Access was good but initial software setup missing some basics
Getting to use the software took a bit longer than I anticipated. While signing up and making payments were okay, the onboarding flow wasn’t very clear on where to start after logging in the first time. I set up the calling tools and checked the dialer, but there was no clear prompt or checklist showing what I needed to do next. The database feature was helpful once I made some entries, but syncing that with the calling system wasn’t obvious. Automatic updates seemed to run quietly in the background, so that was good. Telephonic support was responsive when I called, but I would have preferred clearer written steps to follow first. The invoice process was straightforward, but overall the software felt like it needed better guided access for new users. I’m glad certain things worked well, but missing those initial onboarding instructions slowed me down, which is why I’m rating it as average overall.