Day-to-day use: straightforward yet with small hiccups
Using the software on a daily basis has been quite straightforward for me. The onboarding and training sessions were detailed though I noticed that some updates changed interfaces which required adjustments. The dialer tool works consistently, making it easy to handle calls without much disruption. While the database feature fits nicely into my workflow, I did have to spend some time figuring out how to link entries efficiently. Automatic updates are a mixed bag; they bring improvements but sometimes the changes are unexpected, which can slow down my process. The support team has been reachable and helpful with basic inquiries. Sign-up and invoicing went smoothly, with clear steps and timely receipts. That said, at times the notifications related to payments persisted even after completion, causing slight confusion. Overall, while there are small problems, the system largely supports my needs well and makes running remote workflows manageable without frequent manual intervention. Having said that, a bit more predictability in updates would make daily handling easier. Still, I feel the pros slightly outweigh the cons in regular use situations.