Contact info updates were straightforward but onboarding explanations fell short
The initial explanation around the sign-up and payment process was clear and easy to follow. I had no trouble understanding the invoicing and billing procedures, which helped me feel confident in making the purchase. The software’s database feature worked well; updating and managing contact information fitted my workflow without complications. However, during the onboarding phase, I found explanations about the calling tools and dialer to be insufficient. The training didn’t fully cover how automatic updates would affect existing workflows, leading to some confusion when changes appeared unexpectedly. Support was accessible, but I often had to wait on the phone when I needed immediate assistance during setup. Despite these issues, the overall experience was neither remarkably good nor bad; just paid training was evenly balanced with some areas requiring clearer communication. I was satisfied with invoice clarity and database functionality, but onboarding could have been more thorough to meet expectations.