Click didn’t come until I problem-solved alone
At first, I was hopeful because the website seemed comprehensive, and I expected the sales team to guide me through what I needed to understand about the software and training. However, right from the start, I realized a lot of the details about workflow setup, the call dialer, and database features were things I had to figure out mostly on my own. The sales call gave me some broad strokes but felt vague whenever I asked about the specifics of onboarding or support. I wasn't sure who I could turn to with certain questions before I purchased. It wasn’t until I started using the software and its dashboard after sign-up that everything began to feel a bit clearer. I at least managed to get a grasp on the calling tool and how invoices would be generated, but that clarity came only after some trial, error, and reading through the manuals on my own. So, the moment it clicked was later in the process, not during sales. That was disappointing because I wished there was a more upfront and personal explanation to avoid confusion. Overall, I found myself wishing for more direct guidance upfront.