Clicked when the dialer support explained the workflow
Initially, I found the software quite functional but not entirely intuitive. While the database feature was as described, integrating it confidently with the calling tools took some effort. There was a moment during telephonic support when we walked through how to automate certain steps using the dialer that everything finally clicked for me. That call showed me how much easier the ongoing workflow could be if I used those tips correctly. However, outside that key interaction, I didn’t always feel the same level of clear guidance, which made me hesitant at times. Signing up and invoicing were straightforward enough, so no issues there. Overall, I’d say the software is definitely solid in its capabilities, but my level of independence depends on having that support, particularly for more complex features. I might call again next time I need help, hopefully catching that same helpful moment earlier in the process.