Comparing pre-purchase experience: invoicing worked well, sales less so
Having used other remote workflow software in the past, I approached the sales and pre-purchase process here with measured expectations. What stood out positively was how clear and efficient the invoicing and payment steps were. The billing process was straightforward, with no confusing terms or hidden fees, which I appreciate as someone wary of complex charges. However, the initial sales interaction did not quite live up to the standard set by the invoicing experience. It took longer than I expected to find relevant information about the software’s features, and some answers felt generic rather than tailored to my needs. The onboarding briefings covered good ground but lacked the personal touch I had hoped for, making the process feel a bit impersonal compared to software I’ve tried previously. Despite this, the database and calling tools included are effective once you get past the sales phase. The automatic updates and continued telephonic support serve the software well. In conclusion, while the invoicing setup went smoothly and encouraged me to proceed, the sales experience could use improvement to match that efficiency and clarity.