Clear steps but order could be tweaked for better clarity
The sales and pre-purchase process is quite straightforward and generally easy to follow. I liked that the initial sign-up and payment instructions were prominently placed and clear, which made that part of the process hassle-free. The onboarding steps then guide you through database setup and software access smoothly. However, I felt the training materials could have been introduced slightly earlier in the sequence. It felt a bit disconnected coming after the software was already in use because having some of that foundational knowledge upfront would have made the dialer and calling tools easier to understand from the start. Support options and invoicing processes are accessible and clear once you reach those points. So while the sequence mostly makes sense, there’s room to reorder parts for a more cohesive early experience.