Actually I had to figure out the database setup myself
The software overall is quite competent and handles the remote workflow sufficiently well, but I found that I had to work through a significant portion of the database features on my own. The sales materials and pre-purchase information explained the main capabilities well, but when I started actually using it, the setup and customization were not as straightforward as I expected. Although the dialer and calling tools integrated nicely without much effort, configuring the client database and automating workflows required some trial and error. That said, once past this initial hurdle, the software did the job effectively and reliably. I appreciate that there was enough documentation to eventually resolve my issues, but clearer guidance upfront would have helped. Overall, a solid option for organizing remote work, just be prepared to invest some personal time understanding the more advanced features before everything clicks.