Couldn’t really find the onboarding help I needed
I honestly struggled a lot more with the training and onboarding process than I expected. It seemed like the materials available were scattered; I often had to hunt through various documents and videos without a clear path leading me to the solution for my current issues. The session formats didn’t seem structured for someone at my level, and I felt that important topics, especially around integrating the calling tools with the database feature, were only glossed over or hard to find. A few times I reached out to support, but I was met with generic answers or pointers back to resources I’d already consulted. The database feature was supposed to streamline workflows, but getting it to work with the dialer and calling tools was confusing without decent training. What annoyed me the most was that after investing days, I was left unsure if I was using the setup correctly at all. Sign-up and invoicing went smooth enough, but the lack of effective onboarding really outweighed that. In the end, my outcome was minimal progress with the software.